Filtering
look up filters
7.15_()
Sales_Creatio_()

Dear mates,

In my opportunity products interest detail, i'd like to filter the inactive products.

How can i do that ?

Is it in the OpportunityProductDetailV2 that i must insert a filter ?

define("OpportunityProductDetailV2", [], function() {

    return {

        entitySchemaName: "OpportunityProductInterest",

        details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,

        diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/,

        methods: {}

    };

});

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Dear Nicolas,

You can simply do it via business rules in UI: http://prntscr.com/qbw0eh. Filter by code must be inserted in OpportunityProductPageV2.

Best regards,

Angela

Thank you

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data binding
initial configuration
install package
7.15_()
Sales_Creatio_()

Hi,

 

I'm going through initial setup tutorial https://academy.creatio.com/getting-started , but i can't find information how to add this initial settings to the package in case to transfer them from local env to test cloud env.

So my thought is, what is the best practice to make this setup ? I know that i can (and how to do this) add settings to the package, workspaces, lookups and that all required records for schemas are added automatically. But for example i don't know what data binding should be added in case of logo castomisation - SysSettings and SysImage or maybe this example should be settings on each env separately instead of installing package ?

 

Is there any deeper documentation that this one https://academy.creatio.com/documents/technic-sdk/7-15/binding-data-packages ,or even that documentation of tables which could be binding to package in case of system settings ?

Regards,

Marcin Kott

 

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Hello,

There is another article that describes the process of data binding to packages and can be found here. It is not as informative as it should be but it contains additional information on data binding. Also there is a free marketplace app that makes data binding process much more easier and here is the link to it (makes the process of system settings binding much more easier).

Best regards,

Oscar

Oscar Dylan,

 Thank You for help.

Regards,

Marcin

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SMS
7.15_()
Sales_Creatio_()

How can I receive SMS messages in a process ?

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In nutshell, configure your SMS gateway to call web service on your BPM instance, then you should configure process to be triggered by that web service call. 

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whatsapp
7.15_()
Sales_Creatio_()

Need to write a process do capture WhatsApp messages. Please help.

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Dear Ricardo,

In the current version of the application there is no out-of-the-box feature that allows WhatsApp integration. Our R&D team has a task to add this functionality in one of nearest versions.

Please find additional information about it in the articles by the links below:

https://community.creatio.com/questions/there-any-integration-whatsapp

https://community.creatio.com/questions/send-and-receive-whatsapp-sms-messages

 If you have any further question, please contact technical support.

Best regards,

Norton

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7.15_()
Sales_Creatio_()

How can I create a new process to add new contact automatically from incoming Email ?

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Dear Ricardo,

Here is the example of the process to start with:

1. Signal http://prntscr.com/q9fe03

2. Read data http://prntscr.com/q9fe41

3. Add data http://prntscr.com/q9fe7x

4. Terminate

As the result the contact has been created - http://prntscr.com/q9fejq

Best regards,

Dean

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7.15_()
Sales_Creatio_()

Hello,

Greetings !!!

 

Could you provide me Avaya phone integration architecture with creatio system.

Thanks a lot.

 

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Hello,

Integration architecture is the same as for any other phone integration - phone server is connected to TMS via TSAPI protocol (for Avaya) and TMS connects phone server to creatio application. TMS must access both Avaya and creatio applications. 

Best regards,

Angela

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7.15_()
Sales_Creatio_()

После запуска БП  система думает и выбивает ошибку, потом некоторое время все тормозит и продолжает работу.

Сам БП состоит из одного Задания-сценарий. То, что он долго выполняется - это логично, как сделать это выполнение в фоне? Что бы система не тормозила?

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Hello! Thank you for your question. I do believe that this is the community you were looking for and there you will receive answer faster: https://community.terrasoft.ru/

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DCM
7.15_()
Sales_Creatio_()

Dear mates,

I added a new field on the opportunity object. UsrDCMVersion

Next i published the object.

But this field does not appear in the opportunity selectionnables fields in the section case:

How can i display this field here ?

and here:

Thanks !

Nicolas

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Dear Nicolas,

According to the application logic there is no way to use the text column to determine the cases. You can only use the lookup fields. Try to add the lookup field and it will be available in the list. 

We will register this idea in our R&D team backlog to consider its implementation in future application version.

Dean

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7.15_()
Sales_Creatio_()

Hello,

I'm looking information how to add virtual column's as a default column layout for detail ?

In my case ,what i want achieve is reuse "Project/Financial indicator" detail on project task page.

After add  new Financial tab and details to the Project Task (WorkPageV2) instead of virtual columns on Financial Indicator a see default project columns like below:

I can't add appropriate columns (Indicator,Expected etc) because are virtual and can't be chosen from column lookup in Columns setup for this detail.

Right now i have solution to copy ObjectData from ProjectPageV2ProjectFinanceDetailV2 to WorkPageV2ProjectFinanceDetailV2 in SysProfileData but i don't know this i a right way.

Regards,

Marcin Kott

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Best reply

Vladimir,

 

Thank You for solution based on that i made what i needed. It was enough to add physical columns to Entity Schema with the same name like this virtual  and next add it to "Project task edit page" -> "Financial indicator detail" by Columns setup.

 

Regards,

Marcin Kott

 

I would recommend to create a real column and calculate it in object "saved" process

Vladimir,

 

Thank You for solution based on that i made what i needed. It was enough to add physical columns to Entity Schema with the same name like this virtual  and next add it to "Project task edit page" -> "Financial indicator detail" by Columns setup.

 

Regards,

Marcin Kott

 

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7.15_()
Sales_Creatio_()

Hi,

I cannot believe I have not been able to find this myself, but I am trying to find a way to have a process run at a scheduled time.

What I am trying to achieve, is that we have automated Activities created for users, which can be weeks in advance, and that the date entered at the time of the creation is often acting as a placeholder until the schedule is confirmed. We are finding that they are not always seeing activities that need to be performed and date adjusted. Therefore are looking to create somethiing along the lines of:

  1. Scheduled process runs at set time each day
  2. Sends email to Owners of Activity tasks due, either that day or 2 or 3 days in the future
  3. Only for activities that are connected to Project Tasks with a keyword in the content

Thanks for any guidance anyone is able to provide.

Mark

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I have since had a thought I could start with a Wait Timer set for 24 hours, but this could easily adjust to another time if there are issues with the service or the process restarts and therefore not an ideal method.

A true, start this process at this time on this frequency is still what I am looking for.

You can just create a process that would start on Start timer element once a day and loop through all Activities with the needed filter and start day 3 days after the current date sending the email. Ideally, you should loop through activities in a script task.  

https://academy.creatio.com/documents/technic-bpms/7-15/start-timer-event

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