Hi Community,

We have a section and there are few fields added to that section. To that section we have added a detail. Later, we are giving access to the section for read and editing of the fields in the section. The fields within the section is edited based on the access given to the user...MoreLess

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Hello Amritha, 



As of now the access rights for the detail should be set separately from the access rights for the section. 

In order...MoreLess

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Dear community,

I don't sure the right way to deploy a custom package on test and production environment.

I try to explain with a  sample scenario.

  1. At day 1 I export the custom package from my development environment with the filename packageDay1.zip
  2. The packageDay1.zip is installed on my...MoreLess
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That is typically how it is done, you just reinstall the package - not uninstall first. When you install a package from a zip file&nbs...MoreLess

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Dear community

In the account section I need to show a link to a connected contact with a specific role.

I added a virtual column and using the following link How to make an URL String field into a clickable hyperlink | Community Creatio,

I convert it to a hyperlink.

In the onEntityInitialized page...MoreLess

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Hi All,



I have a use case to filter the records based on the DateTime filter condition.







This is the value of the above parameter for the filtered record.



You can see that, the above filter condition doesn't meet the values that are listed on the Pre-Configured page.

As a filter result its just...MoreLess

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Dear Adharsh,

Check if the user has a timezone specified in the timezone profile. This can impact filtration logic. Also on the 1st screenshot...MoreLess

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Hi,



I wanted to asks if it is possible to add new button below the help (?) button in mainHeader? This one (MainHeaderSchemaInnerRightButtonsContainerContainer) is located in the rightPanel above the communication panel.





Thanks!

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Hi Solem,

You will need to extend MainHeaderSchema module and add your custom container and button inside the container there. Please...MoreLess

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Dear community

I've installed the addon Detail summaries for Creatio | Creatio Marketplace, then I configured on details and now the detail does not show up.

I checked in the browser console and I see the following error.

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Hi Stefano,

I have successfully added a detailed summary (average of opportunity amount) on the 'Opportunities' detail in the 'Accounts' section...MoreLess

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Can Anyone tell me more about the kanban/card view. 

Seems as though this area on the card could hold an image, how do I configure this?

Does anyone know?

TIA

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Hello Nicola, 

The Kanban view for Creatio solution was developed by our partners - Advanced Technologies Foundation. They...MoreLess

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Dear community,

I need to add a lot of custom fields (40 and more fields) to account section

I would prefer to create a custom section (named administration) with all these fields.

The relationship between one account record and the administration data is 1:1.

How can I show the "administration data section" in the account page?

I can link administration section as a detail, but I don't know how can I hide the action add when a record exists in the administration section

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It is better to add this record automaticaly in a Process when new Account is added, so user will be able only to edit it.



And then you ca...MoreLess

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I've just started getting a 404 error, is there anyone that can help?

I was using the site then just went down.

The site is https://rdrive.creatio.com/

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Back up now

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Hi Community,

We are trying to add send email in a case for each stage but after adding the "Record for macros” with the “[#Main record.id#] for one send email and for another stage when we create the same and add it the previous "Record for macros” value also is not available and the present one also...MoreLess

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Hello Amritha!

Thank you for your question!

Please be advised that in order for the Macros to be executed as intended you may try adding ...MoreLess

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