I understand that there is an API for Creatio. Is there a method to have an external system fire an event to start a particular process in Creatio? Or something like webhooks to fire an event?
This documentation with examples of "How to run a process by clicking the custom button" is useful for a problem that I have, but is there also any example of how to run processes from buttons in the mobile application?
The mobile app doesn't support launching the processes by button click. They can be launched only by editing\creating\deleting a record. There is no way to bind a process to some function like onClick in mobile app. The process will no launch. This feature will be added in the nearest future application versions.
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, if the user doesn’t have access and when the user tries to edit the field, we get insufficient access error. But, the same user is able to edit the fields in the detail. How do we restrict it, the edit of the detail should also have the same access provided to the section.
As of now the access rights for the detail should be set separately from the access rights for the section.
In order to do so you need to find the corresponding detail in the Object permissions list and set the same operation/record permissions as you did for the section.
Please refer to the links below for more information regarding access rights:
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.
At day 1 I export the custom package from my development environment with the filename packageDay1.zip
The packageDay1.zip is installed on my test environment.
In the App installed section I see the packageDay1 installed.
At day 4 I've a new features in the custom package which needs to be deployed on the test environment, then I export the package with the filename packageDay4.zip.
Do I should uninstall the previous package ?
I tried to install the new packageDay4.zip and in the App Installed section I see 2 package installed, the packageDay1 and the packageDay
That is typically how it is done, you just reinstall the package - not uninstall first. When you install a package from a zip file it does duplicate it in the installed applications list, not sure why it does that, but it's nothing to worry about. You can see in the configuration it will still just list the package itself once.
In the onEntityInitialized page event I get the contact to show in the hyperlink.
The problem is that onEntityInitialized is raised after the virtual column has been converted to hyperlink, so the hyperlink does not show the desired data.
Check if the user has a timezone specified in the timezone profile. This can impact filtration logic. Also on the 1st screenshot, all 4 columns are the same - which result is expected to be shown on screenshot 2?
Yes, the user has a timezone specified in his timezone profile. The timezone mapped for the user is "GMT". Checked in Database the start and due time are correct shown above. The filtration happens in the same timezone, So the timezone might not affect the filter condition.
The explanation of the above filter conditions,
The use case is to check whether any Activity been created at the given Date time.
New Activity TimePeriod :
Start- 3/26/2021 8.00PM Due - 3/26/2021 9.00PM
Existing Activity TimePeriod :
Start- 3/26/2021 5.00PM Due - 3/26/2021 7.00PM
So, The new Activity does not fall between the existing Activity.
Explanation of the filter condition :
As you can see, the condition 3 and 4 gets failed. All the conditions are in AND, as a result it should return false and no record should be filtered. But it doesn't do it.
Clarity needed : 1) Does the Business process element of DateTime comparison, whether it will compare the time or it will compare only with date.
2) Is there anyother way to validate this usecase.
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.
You will need to extend MainHeaderSchema module and add your custom container and button inside the container there. Please study the base implementation of the MainHeaderSchema to see how the "System designer" button is added for example:
You will need to extend MainHeaderSchema module and add your custom container and button inside the container there. Please study the base implementation of the MainHeaderSchema to see how the "System designer" button is added for example:
I have successfully added a detailed summary (average of opportunity amount) on the 'Opportunities' detail in the 'Accounts' section. The detail works as usual.
Please specify your case in more detail, especially what summary for what detail you tried to set up, what Creatio product and version you work with, and what culture is set.
Hi, now the Kanban view doesn`t have a separate configuration for this field. However, you can try enabling the EnableKanbanForActivitySection; in this mode, the image in the Kanban card will be hidden.
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