Hello!

In this case, we recommend exploring the Creatio Marketplace, where you can find a variety of reporting solutions that may meet your requirements, including those supporting advanced analytics and complex data processing.

Please follow the link: https://marketplace.creatio.com/catalog?search=report&check_logged_in=1&page=6

Have a nice day!

Sadly, no such reporting option currently exists for Creatio. We typically with extend the Word printables using a lot of custom macros for data retrieval and the use of views and have the complex logic performed in the view. For now, that is the best option.

Does anybody has any experience with the Power BI connector? I don't know Power Bi, but i was always under the impression that is was something like Reporting Services....

Can you share the complete handler code and explain how have you disabled the "To protect you from unsafe content office has blocked opening this file" error message?

Sure, here is the handler. It already opens MS Word, but because of the safe url encoding it won't open the correct document... 

handlers: /**SCHEMA_HANDLERS*/[
            {
                request: "usr.PushButtonRequest",
                /* Implementation of the custom query handler. */
                handler: async (request, next) => {
                    this.console.log("Button Open in MS Word pushed...");
                     var docUrl = await request.$context.PDS_UsrColumn1_u8ye1ig;
                      const wordUrl = `ms-word:ofe|u|${encodeURIComponent(docUrl)}`;

                    // scenario 1: use window.location.href
                    //window.location.href = wordUrl;

                    // scenario 2: use the online found solutioon to add a link with a click
                    const link = document.createElement('a');
                    link.href = wordUrl;
                    link.target = '_blank';
                    link.rel = 'noopener noreferrer';
                    document.body.appendChild(link);
                    link.click();
                    document.body.removeChild(link);
                    
                    this.console.log("MS Word Url set to: " + wordUrl);
                    /* Call the next handler if it exists and return its result. */
                    return next?.handle(request);
                }
            },
        ]/**SCHEMA_HANDLERS*/,

Bas Kroes,

well I get the same URL in both cases (using a regular text field and the web link input) and in both scenarios I get this popup:

Maybe I am testing in the wrong manner?

Oleg Drobina,

It looks like it is a browser issue. I am using Ms Edge. What are you using?

Bas Kroes,

I am testing in Chrome, but I get the same error in Edge.

That's odd indeed using the same code 🤔

But your url did not get unwanted modified?

Hello,

The sort column should be presented in the template to keep the sort order in the report and on the UI; in other words, the issue occurs because you have not added the column by which the fields are sorted on the UI to the template of your report. 

When the report is generated, the system ignores all columns that are not presented in the template, so data cannot be sorted by them. 

Our responsible R&D team is already aware of the described behavior and has registered the corresponding task to implement the functionality in the upcoming versions of the application.

Greetings!

There’s no way to get this using the basic method - it doesn’t support sending form requests.
You’ll need to write a task script for that.

It requires writing C# code that uses WebRequest to send the request.
For example:

public bool Execute(UserConnection userConnection)
{
    var tokenUrl = "https://your-creatio-instance.com/connect/token";
    var clientId = "your_client_id";
    var clientSecret = "your_client_secret";
    var request = (HttpWebRequest)WebRequest.Create(tokenUrl);
    request.Method = "POST";
    request.ContentType = "application/x-www-form-urlencoded";
    request.Accept = "application/json";
    var postData = $"grant_type=client_credentials&client_id={HttpUtility.UrlEncode(clientId)}&client_secret={HttpUtility.UrlEncode(clientSecret)}";
    var data = Encoding.UTF8.GetBytes(postData);
    try
    {
        using (var stream = request.GetRequestStream())
        {
            stream.Write(data, 0, data.Length);
        }
        using (var response = (HttpWebResponse)request.GetResponse())
        using (var reader = new StreamReader(response.GetResponseStream()))
        {
            var responseText = reader.ReadToEnd();
            var tokenResponse = JsonConvert.DeserializeObject<OAuthTokenResponse>(responseText);
            // if you want you can do something with tokenResponse.access_token            
            return true;
        }
    }
    catch (WebException ex)
    {
        if (ex.Response != null)
        {
            using (var reader = new StreamReader(ex.Response.GetResponseStream()))
            {
                var errorText = reader.ReadToEnd();
                // Here also you can log the error or display it
                Console.WriteLine("OAuth error: " + errorText);
            }
        }
        else
        {
            Console.WriteLine("WebException without response: " + ex.Message);
        }
        return false;
    }
}

Regards, 
Orkhan

Open the code for the page and locate the Password field in the viewConfigDiff. Change the line: 

"type": "crt.Input"

To the following: 

"type": "crt.PasswordInput"

Ryan

There's a feature you can add/enable called "EnabledAppearanceSettings" that turns on the ability to choose different sizes for the modal/mini pages. See more here: https://customerfx.com/article/changing-the-size-of-freedom-ui-modal-mi…

1. Go to https://[creatiourl/0/flags
2. Search to see if you have the feature named "EnabledAppearanceSettings" (you won't have it, but just to make sure. If not, click Add to add it, enter:
   1. Code = EnabledAppearanceSettings
   2. Enabled = checked
   3. Save, then click Clear Cache
3. Now when you open the designer for a modal/mini page, you'll see some size options

Ryan

Ryan Farley,

Thanks. That's exactly what I was looking for.

This is telling you that the record you’re binding references a record in UsrEmployeeJobHistoryUnion with the Id in the message and that record is not bound in the package. To fix, bind data from UsrEmployeeJobHistoryUnion and add that record. 
Ryan

Hi Ryan,

I'm also facing the same issue while binding lookup. In my case, I have tried to create 1:1 relationship between lookups.

Service Type Lookup:

Service Sub Type:


So while binding these lookups, I'm getting the following error:

Query:
1. Is there any way to resolve above problem?
2. Is 1:1 relationship is correct?
 

When you set up OAuth for Office365/Exchange mailboxes, it doesn't mean that no login info is asked of the user. It only means that Office365/Exchange is who asks for the login info of the user, not Creatio. The expected behavior is that a user adds their mailbox, they get redirected to the Exchange/Office365 login to authorize Creatio to use the mailbox, then redirected back to Creatio. If the user is already logged into their mailbox in the browser, they will not be asked to log in again and will only see the screen to authorize Creatio to use the mailbox.

Ryan

Ryan Farley,

Hi Ryan, thank you for your feedback. I guess i gotta go back to the accademy because i really didn't figure out this mimic. I thought, since we were setting up a client credentials oauth flow, that it was a machine to machine integration. Without the need for a user to input any password (which in my scenario isn't even known). If a user authentication is required to obtain a token that persist in the session i don't see how it would be possible to create automated and unattended processes that receive and sends from this mailbox. Above all what i'm trying to accomplish is to have a business process to start automatically every time a mail is received in the mailbox (independently by the users logged in the system). At this point it's hard for me to understand if it is even possible with out of the box features. 

Roberto Binda,

What you're describing will work (having the system start a process every time an email is received in that mailbox or even auto sending emails from that mailbox in the background - all independent of users accessing the system). You just need to add the mailbox first. The credentials is only needed initially add the mailbox. Accessing any mailbox does require credentials, which is what gives the mail server context as to which mailbox is being accessed. 

If this is some system mailbox that will be used for automated messages, there still is a user context to get access to the mailbox. What I often do is add that as an admin level user in Creatio. Once added, Creatio will continue to retrieve or send email via that mailbox regardless of whether that admin level user ever logs into Creatio again. The mailbox will be available to use in processes etc.

Ryan Farley,

Than you Ryan, i've got a clearer picture now. Your feedback was really helpful

Making a checkbox required would only mean it can be checked (since there's no difference between unchecked and not filled in). Alternative approach is to use a lookup with Yes/No values (since then there is also a not filled in)

Hello Ryan Farley,

What happens is that I have a set of questions with three answer options each, and for each question, only one option needs to be filled out. I have a business rule that marks the boxes as required, but when one of them is selected, it disables the other two and makes them optional. The problem is that once you select a box and uncheck it, the required  disappears, allowing you to save with the three options blank. That's why I want to make the checkboxes required from the configuration.

And the reason for the checkboxes is that I require the checkmarks to appear in the Word report.

Hello,

Adding images to a printable form is possible using basic methods — the key is to correctly drill down and select the right column.

You need to create a table part in report with the required object. After that, add a column as follows:

I hope this helps. All the best!

Hanna Shevchenko,

The images are not visible. Would you please re-add them?