Hi Community,

We have this requirement, where we need to have multiple signatures per outbound email. And selected them based on the case category lookup.

So for example:

Case 1 > Category A > Signature A

Case 2 > Category B > Signature B

But for the same outbound email.

https://academy.creatio.com/docs/8.x/no-code-customization/base-integrations/mailbox-setup/email-account-individual-settings#title-1953-3

We would like to know what is the best way to achieve such functionality? What schemas should we change?

Thank you.

Best Regards,

Pedro Pinheiro

Hello,

I would like to ask how to enable additional options such as editing or deleting notes in this section.

Currently, I can delete and edit them, but only from the message card; however, I am unable to edit directly on the object. It is important to me that the person who adds a note can independently edit it directly on the opportunity,

Best Regards 

I'm encountering a recurring issue with logging into Creatio, which happens almost every day. After entering my login credentials, the system often gets stuck on the loading screen with the Creatio logo. This issue usually occurs during the first login of the day, but it has also happened during subsequent login attempts.

I've identified that the loading process halts at the following script:

https://<CREATIO_URL>/api/ClientScript/GenerateViewModuleScripts?v=8.1.0.6828
 

The time it takes to resolve this issue varies—sometimes it takes 2-10 minutes, but there have been instances where the screen remains stuck even after an hour. Importantly, there are no errors in the console during this time.This problem is significantly disrupting my ability to work with the system.

Has anyone else experienced this issue? Any suggestions or solutions would be greatly appreciated!

Hello,

we have succesfully configured identity service and some processess integrating Creatio and other apps through Zapier. The problem is, the integration works in 30-50% of zap runs. In other cases we encounter error like this below:

What we concluded is that Zapier connector connects to our Creatio URL https://creatio.astor.com.pl, where it is redirected to login page and this is somehow the case. W changed the default timeout of login session to unlimited and it didn't changed anything.

We asked Creatio support about that and heard that "this connector is not supported by Creatio team so ask DevLabs" but DevLabs says on its Creatio Partner website that I should write a post here, in community. So now I do :) Please help us solve this puzzle, because without Zapier connector we are pushed to reconsider our next moves about Creatio development.

Hi all,

Further to the thread below, is it possible to make a button added to the active row of a detail conditional?
Add button into the active row of detail | Community Creatio

I want to make the button enabled on a certain condition but when I add the enabled and visible values to the Diff of the datagrid, I get no result (tried passing "enabled": false to check it wasn't an issue with the CanSplitFlights method)

define("UsrFlightsDetail", ["ProcessModuleUtilities"], function(ProcessModuleUtilities) {
	return {
		entitySchemaName: "UsrFlights",
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "merge",
				"name": "DataGrid",
				"parentName": "Detail",
				"propertyName": "items",
				"values": {
					"activeRowActions": [],
					"activeRowAction": {"bindTo": "onActiveRowAction"}
				}
			},
			{
				"operation": "insert",
				"name": "DataGridActiveRowSplitFlights",
				"parentName": "DataGrid",
				"propertyName": "activeRowActions",
				"values": {
					"className": "Terrasoft.Button",
					"style": Terrasoft.controls.ButtonEnums.style.BLUE,
					"caption": "Split flights",
					"tag": "SplitFlights",
					"visible": true,
					"enabled": CanSplitFlights
				}
			}
		]/**SCHEMA_DIFF*/,
		methods: {
            CanSplitFlights: function() {
                var FlightTypeId = this.getActiveRow().get("UsrFlightType");
				var FlightTypeValue =  FlightTypeId  && FlightTypeId.value;
 
				if (FlightTypeValue == '3a0d3b1b-9af5-472a-bac9-e785500ac4e9') {
					return true;
                }
                return false;
            },
			onActiveRowAction: function(SplitFlights) {
				switch (SplitFlights) {
					case "SplitFlights":
						this.onSplitFlights();
						break;
					default:
						break;
				}
			},
			onSplitFlights: function(){
				ProcessModuleUtilities.executeProcess({
					sysProcessName: "UsrSplitFlights",
					parameters: {
						FlightId: this.getActiveRow().get("Id")
					}
				});
			},

We want to add filters in the same way that you can add them to lookups using code on the page, as there isn't a no-code way to configure additional filters for Timeline components. In our case, it's filtering out non-completed Activity records from the Timeline. We don't seem to be able to using similar methods to lookups though (i.e. adding custom code to the crt.LoadDataRequest handler. Has anyone found a way to add such a filter? It looks like all the Timeline code is in the 9351.xxxxxxx JS file.

Hello,

how is it possible to implement action to create account address by geolocation in mobile app?

I see, that Creatio field sales can get location of check-in. So, if we use similar functionality, we have just to find address of these coordinates.

Do you have any idea how to do that?

Thank you!

Vladimir

We run code on our leads page that when the page is saved with required fields that aren't populated we have pop-ups to prompt the user to collect the data in sequence. The sequence in which these pop-ups happen appears to be based on the business rules of the page... How do we update the order of the business rules (to force an order update of which fields get marked as required, and in turn the pop-up sequence)?

Thank you for any insight.

Is it possible to trigger the Freedom UI Live Data Refresh mechanism (LiveEditing feature) for a specific record from C# code? We have a C# process that is updating data directly in the database for performance reasons, but in certain circumstances we may want to trigger the Live Data Refresh of the record(s). Is this possible in any way? Or do we have to implement a workaround by refreshing from JS code when we think we may have to (so would be over-refreshing and not using the Live Data refresh mechanism).

Is it possible to intercept using some request handler the event when a user clicks on the green "Complete" button on a Next Steps tile? This is the button in the "next-step-tile-actions" div on the page which only appears when you hover over the next step tile:

It would be vey helpful to be able to run some custom code when this button is clicked - in our case, we need it to save the main page record before actioning this next step, as completing the next step might automatically transition the Lead to the next stage, losing any data entered by the user.