microphone
Service_Creatio_enterprise_edition
7.18

Multi-line fields have a microphone icon - is this the built-in functionality of Creatio or is it the functionality of the browser?

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That is functionality of Creatio

1. What package is it in? 
2. Does this tool require updating or is it updated only by system update? 
3. How to enable or disable this functionality? 
4. 4. Is this functionality isolated and located only in the system itself or is it synchronized with an external source?
1. What package is it in? 
2. Does this tool require updating or is it updated only by system update? 
3. How to enable or disable this functionality? 
4. 4. Is this functionality isolated and located only in the system itself or is it synchronized with an external source?

Ryan Farley,

1. What package is it in? 
2. Does this tool require updating or is it updated only by system update? 
3. How to enable or disable this functionality? 
4. 4. Is this functionality isolated and located only in the system itself or is it synchronized with an external source?

Nikita,

Not sure what package this is in. It started as a devlabs marketplace addon. At that time the js files were bootstrapped from the Files node of the package (meaning you wouldn’t see it in the configuration for the package). I would assume it's now just part of the Terrasoft.controls.MemoEdit or Terrasoft.controls.BaseEdit controls.
As for disabling it, I typically hide it using CSS when needed. 

Ryan Farley,

Thank you :)

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Service_Creatio_enterprise_edition
8.0
field
fieldservice

Hi. 

 

I'm trying to find some information about the field service, but I can't find it. The only information I had found is in the Product info of Service module but is just a little paragraph. Can you help me to know if there is more information about field service? 

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Hello,

 

You can find all of the instructions regarding this addon in this Academy article:

https://academy.creatio.com/docs/8.x/creatio-apps/category/field-manage…

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custom_channel_provider
OmnichannelProviders
Service_Creatio_enterprise_edition
8.0

Hello,

 

I am following this guide (https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…) and I am stuck in the step 2 where I have to register the custom channel in the database.

 

I assume that firstly I need to add a record in the previously created table where I define a specific Username and Token that the external client will need to use in order to authenticate the messages sent within my custom channel. Therefore, I understand that the Id of the created record must be used in the [MsgSettingsId] column of the Channel table. However, I don't know what I must introduce in the [Source] column. As stated in the article:

 

[Source]: The channel ID in the messenger, such as the Facebook page ID or Telegram client ID. Lets you identify the recipient by a messenger message.

 

I noticed that for Facebook, that field stores the Facebook user ID that will be resolved in the URL ">https://facebook.com/[user_id] which redirects to /">https://www.facebook.com/people/[user-name]/[other_id] and in WhatsApp the URL is ">https://wa.me/[phone_number] which redirects to &text&type=phone_number&app_absent=0">https://api.whatsapp.com/send/?phone=%2B[phone_number]&text&type=phone_number&app_absent=0.

 

If I set a random string for the [Source] column and I try to check the information in the ChatSettings I get the following error when I click on the channel name:

 

"invalid channel type"

test

 

But what is the channel type? What does that mean and how is it resolved by Creatio?

 

In my case, I want to setup the communication between Creatio and a external chatbot. What exact value should I set in the [Source] column for my custom channel provider?

 

Regards

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Hi Alejandro! How are you? I hope you're well. The guide you are referring to is related to creating a new integration (channel) with a third-party messaging platform such as Viber, WeChat, etc. For my part I was able to develop a new channel following the guide. If you have questions, feel free to send me a message and we'll get in touch. Another option is to detail your goal and I can give you some tips on how to move forward.

Hello, 
You're right, MsgSettingsId should contain an ID from the record you insert into the table TestMsgSettings created previously. As for the Source, you can find the article on how to get the page ID, for example, https://help.salesforce.com/s/articleView?id=000389501&type=1. As for the other sources like your chatbot, if I'm not mistaken, the Source can be just a simple string, the error appears due to the fact that custom channels weren't expected in code, they need to be configured directly in the DB.

openChannelDialogService(t, n) {
                this.zone.run(()=>{
                    switch (t.typeId) {
                    case v.FacebookMessenger:
                        this.dialogService.open(D, n).subscribe();
                        break;
                    case v.Telegram:
                        this.dialogService.open(K, n).subscribe();
                        break;
                    case v.WhatsApp:
                        this.dialogService.open(X, n).subscribe();
                        break;
                    default:
                        console.error("invalid channel type")
                    }
                }
                )
            }

 

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Service_Creatio_enterprise_edition
8.0

A user with an eye for detail has noticed that when a new case is created and the Contact added and the record saved a feed message that states the contact posted in the case appears.

 

This only happens it appears on a new record, if the contact is subsequently changed there is no message.

 

Is there any logic to this, or is there a way to stop this message (I cannot see an obvious business process that is responsible)?

 

Thanks,

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Hello,

We've made changes in the product so that when you write a message to create a case on the portal, it now shows up in a feed along with the case description. This happens due to a process called "CreateFeedMessageFromCaseDescription."

If you prefer, you can turn off this feature.


 

Hello,

We've made changes in the product so that when you write a message to create a case on the portal, it now shows up in a feed along with the case description. This happens due to a process called "CreateFeedMessageFromCaseDescription."

If you prefer, you can turn off this feature.


 

Bogdan,

Thank you :)

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devlabs
Service_Creatio_enterprise_edition
8.0

Hi DevLabs,

As part of our solution we have configured the mailbox creatio market place addon to be the email medium from which we configure their client side emails, the corresponding tickets and their related communications.
 

Our product solution for  them on this instance has a business process which creates a ticket upon receiving a certain type of email through the mailbox marketplace addon . We track the email and the corresponding ticket through the columns configured through the mailbox section. However we are currently facing the issue in which the ticket and the mailId column are not getting updated, even though the business process related to the ticket creation is working well.

These issues only exist in the prod instance which has been upgraded to  version 8.1.2.3941.

Current condition:
Current Condition
Previous condition (working):
Old condition

Any help or early response will  be highly appreciated.
Thanks in advance.


 

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Hello,

 

We recommend you enabling the business process tracing to be able to check the process' parameters which would help you finding the reason why the needed values are not being updated.

If this isn't sufficient, please describe in more detail how exactly your solution works providing the screenshots of the mentioned business process.

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Service_Creatio_enterprise_edition
8.0

Hello,

I'm attempting to access a customer feedback page, but I'm unable to do so due to the error message stating "Endpoint not found". Could you please assist me with resolving this issue?

 

 

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Hello,

 

Please make sure that the system setting 'Website URL' is populated correctly: https://yoursite.domain.com/0

Bogdan,

Thank you for your message. Unfortunately, the way you provided didn't work. :(

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process
script
Service_Creatio_enterprise_edition
8.0

We have a weird error compiling a script:

 

I do not see how these error correspond to the source (in the next image).

 

Process combines a collection to a HTML table to be sent via email:

 

 

 

 

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2 comments

AccountId and StatusId are Guids, not strings. Try using this instead:

item.TryGetValue<Guid>("Account", out Guid AccountId);

Do the same for Status.

As a side note, it would likely be easier to just retrieve the data using an ESQ rather than using the collection returned by the read data element.

Ryan

Ryan Farley,

In a Creatio business process, if I select a lookup column in a Read data element, does it automatically create an "<LookupName>Id" field in the Script Task result? 

// i suppose FunctionalAreaId exists even if i did not create it
item.TryGetValue<Guid>("FunctionalAreaId", out var areaId) 


OR

// FunctionalAreaId is not created explicity and i should use my lookup column
item.TryGetValue<string>("FunctionalArea", out var areaId) // i suppose FunctionalAreaId exists
 

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case
#permissions
Service_Creatio_enterprise_edition
8.0

Hi, I am new in Creatio and try to resolve some reported issue.

 

Currently i have long list of users during assigning cases.

I have untick "Active" at "System User" for those inactive employee.

However, the list still the same.

 

Any guidance on how to do it correctly?

 

Thanks in advance.

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1 comments

Hello,

 

Hello,

Thank you for your question!

The problem is that the responsible field takes information from the contacts lookup. Contacts include not only system users of the company and employees, but also other contacts created on your website. That is, this field will contain all the contacts you have created, as well as system users. You can change the lookup from which the information for the responsible field will be taken and thus have only the contacts you have selected when filling out this field. 

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portal
Service_Creatio_enterprise_edition
8.0

Dears, 

Can you advise if there is a limitation on Partner External Portal to do signup page with file attachments during signup process. How is the best approach to do self registration portal. 

I hope there is no limitation to this even if it require development efforts

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Hello Ahmad,

 

Could you please elaborate on your business task?

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migration
package
Service_Creatio_enterprise_edition
7.18

Hi all,

 

I'm trying to migrate a package from our dev site to production.



We have multiple metric widgets on one of the pages and these are not migrating with the package (only their placeholders in the diff).



Can anybody advise what needs to be bound to the package to ensure these elements migrate across?



Nb. Version is up-to-date but we are not using the Freedom UI.

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The metric definition is stored in SysWidgetDashboard. 

 

You’ll need to locate the row and bind the data to your package. The page code will contain the Id for  the record. 

The metric definition is stored in SysWidgetDashboard. 

 

You’ll need to locate the row and bind the data to your package. The page code will contain the Id for  the record. 

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