detail
mobile application
mobile
page designer
Sales_Creatio_team_edition
7.17

Hello all,

How can I modify the page layout of a detail that isn't also a section within the Creatio mobile app? I only get the option to change how it's connected to a page. 

I need to be able to change the fields that are shown but the embedded detail won't do the trick because it's not clear on when one detail record ends and the next begins.

Thanks in advance for your help.

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1 comments

Hello Kevin,

It is necessary to go to the section Page Setup, scroll down to New button, select Embedded detail option, add your detail an...MoreLess

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7.16
Sales_Creatio_team_edition

Hi,

I customized the AddressAccount entity adding a new field.

How can I import data on the new field in this entity ?

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4 comments

Hi Stefano,

You can do it as usual - perform an import and when mapping columns just map your custom column to the column from the file.

Best regards,

Oscar

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7.16
Sales_Creatio_team_edition

Hi, 

I'm tryng to update an entity in a process.

I've an entity parent which has one or more child.

I need to apply a filter on a boolean field of the child entity, but when I try to select the boolean field it's missing.

What Am I doing wrong ?

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2 comments

Hello Stefano,

Please check my screenshot below. This is the way you can build your filer on boolean field:

Best regards,

Bogdan S

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Package Installation Error
install package
transfer package
Error Message
json
7.16
Sales_Creatio_team_edition

Hi all,

We just tried installing our package on our pre-prod environment to test and unfortunately have met an error :

2020-10-23 10:24:19,373 System.UnauthorizedAccessException: Access to the path '_MetaInfo.json' is denied.

at System.IO.__Error.WinIOError(Int32 errorCode, String maybeFullPath)

at...MoreLess

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Dear Amandine,

Usually, this error means that IIS user does not have access to all paths Creatio needs to compile the application. Try to provide...MoreLess

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permissions
data binding
sql
7.16
Sales_Creatio_team_edition

Hi Community!

as there is no out-of-the-box way of deploying permissions from one system to another, I'm currently trying to achieve this via SQL.

I'm able to add a static SQL script to the package and it will be executed fine on the target system. My problem is that the content of the SQL script...MoreLess

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Dear Robert,

Organization Roles can be transferred only by SQL scripts. Functional roles are transferred by binding data of the Syste...MoreLess

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7.16
Sales_Creatio_team_edition

Hello

I want to create a lookup same like the Opportunity Client lookup from the opportunity section. A lookup from which I can choose either Contact or Account.

How this can be done in other custom section ?

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4 comments

Hi Oren, 

The logic is controlled by a multilookup field in the out of the box code. The part of the code responsible for it is located...MoreLess

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7.16
Sales_Creatio_team_edition

Hello,

I’m trying install add-on from marketplace on Sales (Team) 7.16 Trial version but installation ends with error (log file in attachment).

This error results that i can't add Quotes to section Sales (no association after choose section and click Select button).

Is there any newest version of this package ? Or there is some additional step to fix this error ?

Regards,

 Marcin Kott

File attachments
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Hello Marcin, 

Could you please try to install the add-on once again?

In case the installation fails with the same error message ('Insufficient...MoreLess

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calendar
integration
Activities
synchronization
activity_synchronisation
7.16
Sales_Creatio_team_edition

Good morning,

Somebody knows how can I remove and active activity integration account to replace with a new one.

We cannot use more than one account, the current one, at least on Activities have no an option to remove,

Thanks in advance

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Dear Julio,

Go to Profile settings -> accounts in external sources. There you will see a list of all accounts that are used for synchronisation. 

Best regards,

Angela

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7.16
Sales_Creatio_team_edition

Hi all,

We have into system a mailbox already created and working (ie mymail@mydomain.com) , but associated to our own mail server (internal).

Right now, we move same mailbox to Office 365.

Is possible to change the provider's mailbox into Creatio without delete and create again the same mailbox into system?

In case that only option wil be recreate mailbox, what happen with old emails linked to previous configuration, we lost it when delete/create mailbox again?

thanks!!

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    Hi Ernesto, 



    You have two options here.



    The first one is to disable the synchronization...MoreLess

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lookup
7.15
Sales_Creatio_team_edition

Is it possible to have the sort setting and columns for the Lookup pop-up view to be deployed to another environment using Data bind or other method?

An example here is I added a new column in the list and it should be sorted by Full Name. When I deploy my changes to another environment, I want this to be included in the change.

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Hello Rozelle,

Please perform following steps:

1) Open developer console in your web browser (network tab)

2) Change the sorting order in...MoreLess

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