case_from_incoming_email
Studio_Creatio
7.17

Hi Community,

 

We are registering case from incoming email, we wanted to know the following:

 

1. Aside from Case Source which is "Email", how we will know that this case record is created from incoming email?

2. How we will know which mailbox this case record came from? Since we specified two mailbox in "List of mailboxes for case registration" lookup.

 

Thanks

 

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3 comments

Hello,

 

Thank you for your message!

 

Case Source is the only way to find out whether a record is created from the incoming email. Also, the email gets linked to the case at once.

 

As for your second question, the mailbox can be seen in the tab "Processing". It's also possible to set a separate case category for each mailbox.

 

Kind regards,

Anastasiia

Anastasiia Lazurenko,

 

Thank you for your reply, there is no "Processing" field in Case table.

Hi,

 

Thank you for your message.

 

I'm sorry my explanation was not clear enough. For example, you receive an email. A new case is registered based upon this email. Once you open the case, you can find this first email received in the "Processing tab". The email address the request was sent to can be seen there.

 

There is no information stored in the case table regarding the email it was registered from. Usually, the category field defines the mailbox this case came from.

 

Hopefully, it's clear now, but please get back if you have any further questions.

 

Regards,

Anastasiia

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UI
TextFields
Studio_Creatio
7.17

Hello community, We have a requirement where we need to show JSON on the UI. A multiline text may not be an ideal way to show it. Would it be possible to convert the Text field into something similar to the screenshot below (this is taken from Fast Reports set up)

File attachments
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3 comments

Hello Shivani,

 

Standard "Notes" field will also perfectly store JSON:

So please use it to store JSON on the UI.

 

Best regards,

Oscar

Oscar Dylan,

Thank you for your reply. Is it possible to add another "notes" field to the table and have the value displayed in a similar manner?

Shivani Lakshman,

 

You can use the standard one available in any newly created section and add it to another tab if needed (but this can be done via the schema code modification directly, this option is not available in the wizard yet, but our product R&D team actively works on adding this feature to the oob functionality).

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Hi Team

 

I have a Requirement from client where Client want to Replicate existing base functionality for Different cases such that each case will have some changes to base but these changes should not make affect on either cases

and in case if they want to close any case in future they should be avail to do it easily without any impact on other

 

Its like we have a master package A then B,C,D

where B,C,D are depedent on A like a parent child but bot dependent on Each Other

 

And any changes made in B,C,D should not be reflected in other they all should remain same as A if no changes are made

And in near future they delete B this should not affect other and system should run smoothly 

Neither A should get any changes and anything in a should be working as they they are in A

 

Have a Brief in image please look at it.

 

Please suggest a solution if possible 

As we tried 3-4 approach but failed

 

Thank You

 

 

 

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5 comments

Hello,

 

If I understood your request correctly, in this case you just can deploy separate applications on the different servers as a copy of the instance of server A without setting the replication up. With such a configuration, you will be able to remove servers without additional actions.

 

Before the deployment you also can check the software and hardware requirements based on your product and functionality needs by using the "Requirements calculator":

https://academy.creatio.com/docs/requirements/calculator?document=studio

 

Best regards,

Roman

Roman Rak,

Yes you are correct in this scenario 

 

But this is our last hope if we didn't get any solution

 

But i want same thing to happen on same instance where i can have B,C,D configuration which have basics of A but on changing/modifying  any of these it will not impact other and can be easily shutdown in case of no use

 

as similar people will be working on them but with little change on each of them so if i switch to other server then it will be costly as each server will cost for licenses

 

If there is some solution to this please let me know

 

Thank you

Braj Raj singh Kushwaha,



There's no need to use dedicated server for each application. 

You can run multiple applications on the same server, however you'll need to set up the apps to different ports (example A : host:80 , B: host:81, C: Host:82, etc. ) You'll also need to deploy separate database for each application. 



Please keep in mind that in this case the requirements of the server will be higher. 



Best regards,

Yurii.

 

Yurii Sokil,

 

Thank You So much For this Info

 

1. Currently we are using cloud server can creatio help us to install multiple application on that server

2. Can same user switch between those application using same credentials and license(as mutiple application will be assigned to same user)

 

 

Thank You

 

Braj Raj singh Kushwaha,





The installation of multiple applications on the same server goes the same route as simple On-site deployment. 

You need to deploy a database, set up connection strings and run the application is IIS( for .Net Framework) or Terrasoft.WebHost.dll (for  .Net Core) 

The only difference is that when you're configuring bindings for the site you need to choose dedicated port for each application( for example, there can not be two applications with address  host:80). 

For .Net Core app bindings are configured in applicationsettings.json  file which is located in root folder of the application. 



As for the same credentials - it is indeed possible to have same credentials for different environments, however it's not recommended approach from data security point of view. 



As for the licenses - it's better to ask your responsible manager about that. 



Best regards,

Yurii. 

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#custompackage
system settings
Studio_Creatio
7.17

I'm having trouble packaging out custom system settings and their values.  I have two entries for data in my package.  One for the SysSetting entry and one for the SystemSettingValue entry.  Upon installing the package, I can see the values as they should in the Database, but in the UI, the setting entry is there, but the value for the setting is not.  I tired clearing the Redis Cache, but that didn't help.



What is the correct procedure for packaging out system settings?



Thanks!

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Hi Jeremy,

Adding data for SysSetting and SysSettingValue are the correct things to package for system settings - I package those frequently and never an issue. Could it be that the SysSettingValue data record isn't including the correct fields? Can you see a record related to the SysSetting record in the SysSettingValue table? Maybe it's not showing the value in the UI because the correct columns aren't being included? (A SysSettingValue record uses one of multiple different fields depending on the datatype of the setting). Could that be the case?

Ryan

Hi Ryan

 

Yes, there are records in both tables joined by Id-->SysSettingsId.  It's a Text value and there is a value in the Text field on SysSettingsValue. 

 

I added a value to the setting in the UI and it created another record in SysSettingsValue for that SysSettingsId.  Only diference I could see is that the original entry had a Null for SysAdminUnitId.  Sure enough, after I set that value in the DB, my original value started showing up in the UI. 

 

I looked at the source system and target system and they both have the same SysAdminUnitId in the SysAdminUnit table.

 

I ended up decompiling the package to see if the value was in the Data step for SysSettingsValue and it was not.

 

Any idea why just that value would not copy over?

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Studio_Creatio
7.17

Hi Community

I'm trying to filter ContactInTag data by EntityId column using ODATA v4,

but I receive a generic error.

If I try to filter using the Id column is work fine.

What Am I doing wrong ?

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4 comments

Hi Stefano,

 

Can you please specify why are you using empty spaces in the select parameter between columns names? Due to the example from the article, there shouldn't be empty spaces.

Oscar Dylan,

Hi Oscar,

I removed the $select  parameter but the issue persists

Secondly: why are you using eq inside the request URI? Please use this as an example:

 

https://o_drobina.tscrm.com/0/odata/ContactInTag?$select=Id,TagId,EntityId&$filter=Entity/Id%20eq%20c4ed336c-3e9b-40fe-8b82-5632476472b4

o_drobina.tscrm.com is the baseURI from your screen (change it to your application URI).

 

Also please double-check the documentation I sent, it contains useful examples.

Great, it works!

the mistake was the filter clause condition.

I used $filter=EntityId eq 8d392b32-3062-4f76-96a2-1a2f650a9c9a and this does not work

$filter=Entity/Id eq 8d392b32-3062-4f76-96a2-1a2f650a9c9a it works

 

Thank you very much Oscar!

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Studio_Creatio
7.17

Hi community,

 

I'm tryng to upload an image in SysImage entity using odata 4.0 services.

I followed this creatio guide Integrations & API (creatio.com).

Page 22 explains how to create the record on the SysImage entity and how to load the image, but missing how to pass the stream data to the odata service.



Using postman I send a PUT command with a  json  like this

{ "Name": "file.png", "Data": stream image }

the call is completed succesfully, but nothing is uploaded.

Here the postman call to odata service

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Hi Stefano,



Please break your request into two separate ones. 

One with JSON body for "Name" and the second one with binary type body. You need to  attach the  .png file to that second request.



Best regards,

Yurii

Thank you Yuril,

it works fine!

Stefano Bassoli,

Hi Yuril,

the image is uploaded correctly on SysImage entity.

I updated the Contact.PhotoId field using the id of SysImage record used for upload image,

The contact page show a white image for the contact.

What Am I doing wrong?

Stefano Bassoli,



Please make sure that the image is indeed updated, to do so send a GET request to /0/odata/SysImage(id)/Data

Also, make sure to send PATCH request to 0/odata/Contact(id)

to check if the id is updated send another GET request to /0/odata/Contact(id) and check if PhotoId is indeed equal to SysImage.Id of the image you've created. 



Yurii.

Yurii Sokil,

I checked every data are correct, but the image is white.

I loaded the image showed below 



and on contact.PhotoId the SysImage.Id is referenced

Stefano Bassoli,

Hi Yurii,

after some minutes the contact picture is showed correctly,

Thank you very much

Stefano Bassoli,



Hello, I am facing the exact issue, but unfortunately, the image is still white despite waiting over a day. Can you please tell me how you sent the Image content?

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CustomPackage
MultipleResulting
Studio_Creatio
7.17

Hi,

I created a custom package to integrate ceatio with our own product, how ever i couldn't find a way to return multiple results. When i try to add 2 resulting text i got following error

 

This property is already checked in another parameter. It can only be used in 1 parameter.

 

is there a way to return multiple results like Dictionary ?

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Hi Onur,

 

It's not quite clear what you are trying to achieve. Can you please send more details and screenshots of what needs to be done?

 

Best regards,

Oscar

Hi Oscar,

 

I'm getting following message from parameters window 

 

i hope this message helps you 

Hello Onur,



Could you please send us listing code of the schema and also describe the steps on how the issue has been reproduced?



Best Regards,

Tetiana 



 

Hi Tetiana,

 

https://www.codepile.net/pile/dJQM2vJW

 

i hope this schema code is what you are asking me to.

Onur Erbay,

 

Hi Onur,

 

Have we understood everything correctly and you are trying to input C# code into the JS module and receive an error when specifying parameters in the JS module? Or are you creating a new user task. Please share steps to reproduce the problem.

 

Best regards,

Oscar

i'm adding c# user task, with multiple inputs. I'm trying to get multiple outputs from that user task.

Hello,



We checked the issue and got the same error as you mentioned earlier. The thing is that only one parameter can be a resulting one, since it's in the same user task. The only thing you can try to do is to create one parameter of object type and put everything into it. 



Best Regards,

Tetiana Bakai

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Development
FileApiService
pdf
iframe
Studio_Creatio
7.17

Hi Community,

I've this situation where I need to add a new tab "Preview" and the main objective is have a iframe with a preview of the documents in the attachments, however we try first implement the logic if was a website, because we think that the article that we found on academy "https://academy.creatio.com/documents/technic-sdk/7-13/integration-third-party-sites-iframe"partially satisfies what we want to implement;

  1. First, based on the Web field, we were able to do the preview of the website, as you can see on the image below.
  2. Then, we try to call and access to the storage of the pdf that we have on the attachments (image below), but the only link that we have of the pdf is the link/method to download the file, for example: https://..../0/rest/FileService/GetFile/Id.

In this way we want to know if there is any way to acess a link or storage of the file, with objective to implement something like preview of the document with the iframe on the edit page.

Anyone?

 

Best Regards,

Daniel Longo

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Hello Daniel, 



While it is technically possible to open pdf files using iframe tag, it'd require considerable amount of custom development to implement such preview. 

The link you're referring to is the direct link to the attachment file. 



Unfortunately, we don't have examples of such implementation. 

I'll register your idea and it may be implemented in future releases. 

Best regards,

Yurii.

Hello Yurii,

Is there any progress on this implementation?

 

What are the options that FileService gives us beyond the download file link?

Is there any way of call this link and get Data from response?

 

Best Regards,

Igor Matos

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Studio_Creatio

I have a prospect who wants the capability for mobile Creatio users to upload a photo from their phone to Creatio, presumably as an attachment to some object.  Is this possible?

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10 comments

Hello Glen,

 

This is actually an OOB functionality. You can upload attachments via mobile application even without any additional changes in the system.

Just open a record page, for example, the Contact page, and scroll it to the bottom. There you will find "Contact Attachments" details.

 

Best regards,

Bogdan S.

Bogdan Spasibov,

Hi Bogdan,

 

I cannot find the "Contact Attachments" in the mobile app..is there anything else to customize?

 

Thanks,

Robert

Robert Pordes,

 

Hello Robert, 

 

Please check whether the needed detail "Contact's Attachments" is added to Mobile application wizard as on the attached screenshots:

 

Once done, the needed detail will be displayed in the mobile application: 

Best regards, 

Anastasiia 

Anastasiia Zhuravel,

Thanks for the guidance.

I added the detail, but there is only the possibility to create a record with a "Name" field, but no upload or option to take a photo with the camera (I have given the App permission to use the camera)...

Any thoughts?

 

Thanks and BR,

Robert

Robert Pordes,



Please share the settings of this detail in your mobile app wizard. 



Kind regards,

Roman

Roman Brown,

Hi Roman,

nothing fancy (and not a lot to customize anyways ;) )

BR,

Robert

Robert Pordes,

 

Hi,

 

You need to click the "Edit" button at the top right corner first to be able to upload images:

then

and finally

And you will be able to either create a new photo or choose something from the galery.

 

Best regards,

Oscar

Oscar Dylan,

Thanks for the hints, Oscar!

However, I do see the attachments on the contact page, but only before hitting the edit button.

After that, the contact attachment detail is missing...

Do I have to customize that for the edit mode, too? If yes, how is that done?

 

Thanks,

Robert

Hi,

Any news on this?

The customer is waiting for it and I can't get it running...

 

Thanks,

Robert

So I just found out, that you also have to add the detail on the Page Setup for the contact page...sorry for the hassle!

 

BR,

Robert

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Sections
dashboards
Studio_Creatio
7.17

Dear,

Is it possible to have two dashboard-type sections ?

Thank you !

Nicolas

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4 comments

Dear Nicolas, 



Unfortunately, there are no OOB tools to create a new section like this. 

It can be done only be means of advanced development and we do not have any examples of such sections created. 



We will register an idea for our R&D team to consider the possibility of adding the functionality which would allow to create sections like this with system tools in future. 



Kind regards, 

Roman

 

Do you have too many tabs? ;)

Julius,

yes that'it !

women's dashboard management

we have two companies and we would like to split the data. one solution might be to use the Creatio homepage which also allows now to create statistics widgets

 

Hi Roman Brown, Any update on creating two dashboards?

 

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