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

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

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

Dear Lisa,

You just need to click on the gear icon on the folder http://prntscr.com/q0wsnm and select Copy option. As you see, I've created the same folder with identical filter. As for dashboards, you can either create the copy of the whole dashboard tab http://prntscr.com/q0wt23 or copy 1 element of it through the dashboard designer http://prntscr.com/q0wtc7

Best regards,

Dean

Thanks Dean,

I know about the copy features.  Sometimes I'd like to copy folder or dashboard criteria from one section to another.  It's not possible to do that.  Also, I'd like to copy the criteria from one series in a graph dashboard to another series, or even just a subset of that data.  It's not possible to do that either.  I end up having to recreate the entire query in each series.

It would be nice if we could just save a particular query or apply the criteria from one or multiple folders to a dashboard without selecting the folders. Especially if deploying to other users. 

Dear Lisa,

We will register this idea in our R&D team backlog to consider the implementation of such logic in the future application releases.

Best regards,

Dean

Hello Dean, has there been any forward movement on this idea? Also, when looking at this logic it would be great if these dashboard and folders could be available between environments since dashboard aren't able to be created through packages. 

Nathan,

Thank you for your question!

I have double-checked this information and currently, there are no updates on the ETA of implementing this feature in Creatio.

We will make sure to provide this information as soon as we acquire it.

Thank you for your understanding!

Regards,

Danyil

Hello Sanae,

Unfortunately this is base application logic that stores opportunity amount in USD currency. You can build a process that will be triggered upon record modification in opportunity amount field for example, that will read this value from opportunity amount field, than this process will calculate correct opportunity amount value based on currency exchange rate and modify opportunity amount field. I will also let our R&D team know that currently opportunity field values are stored using USD currency ignoring "Base currency" system setting. Thank you for reporting this issue!

Best regards,

Oscar

Thank you Oscar, 

I did it another way. I changed the amount field type in opportunity section to currency instead of Decimal. It's working well. 

Hello Ahmad,

This is an expected application logic that displays two series chart in the way displayed on the screenshot in case chart type is different for each serie. There is no way to build a chart with two series with different type for each serie which won't overlaps. You need to create two separate charts for each serie or use same chart type on one dashboard. I will also let our R&D team know that this issue occurs and probably they will modify this logic in one of future releases.

Best regards,

Oscar

Oscar Dylan,

Okay, thank you

Well i did it in js:

            onEntityInitialized: function() {

               

                this.callParent(arguments);

                

                if (this.get("Stage").value === "991d70f4-7a10-42b8-bb9c-fd8096d05d9b") {

                    this.showInformationDialog("Set the new Date to call");

                    this.set("DateToCall", null);

                }

            }

If someone knows how to set a Date to Null in a process, i m interested with

LÉZORAY Nicolas,

You can create date parameter and leave it empty. Then specify this parameter as a value that must be inserted to date field. It will leave this field empty or make it empty if it was filled in.

Best regards,

Angela

Thank you it works !

Hello!

Can you please contact our support team directly with the question you described above? We might need to have an access to the system where you face this behavior.

I will add details here after we finish with the investigation.

Thank you!

Hello Nicolas,

Thank you for reporting this issue to us! It helped to solve the problem in an out-of-the-box logic of 7.15.2 version of the application. The reason of this error was in fact that in base logic of 7.15.1 version "OpportunityInStage" and "OpportunityStage" objects have the same title in french localization https://prnt.sc/q0jozy and it provokes an error when choosing an object in formula or via lookup value in process elements. To resolve this issue we've renamed OpportunityInStage object title to "Etape dans l'opportunité" and it solved the error.

Best regards,

Oscar

It works !

Thank you !

Dear Julius,

There is indeed issue with the CKeditor and the system setting in the current application version. However the problem has been already resolved and the functionality will be working correctly starting from nearest version 7.15.3

Best regards,

Dean

Dear Pedro,

There is no basic option to add timeline tab to the section. It can only be done by the development process. Here is the development guide on how to add the timeline tab which can contain the history of action on the record. 

https://academy.creatio.com/documents/technic-sdk/7-15/creating-timeline-tab-tiles-bound-custom-section

Best regards,

Dean