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msword
ms word plugin
Studio_Creatio
8.0

Hi ,

 

I have installed 64 bit ms word plugin for creatio. In order to connect i am using the same password and user name which is reflected in the account but still it says log in incorrect.

Any inputs on this would be really helpful.

 

Thankyou

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1 comments

Hello, 

Please note, that logging into Word Plugin with 2-factor authentication turned on is disabled for now, so please make sure it's turned off. Also make sure if the appropriate plugin version has been installed, verify if your System type is in compliance with plugin version 64 bit. 


Instruction for proper installation is available with this link: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/print-ready-reports/install-creatio-plug-in-for-ms-word

Also use this insttuction to disactivate 2-FA, go to point 3 and instead of enabling it, please disactivate it: https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/authentication/set-up-two-factor-authentication

Thank you !

 

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Hey,
I'm working on a use case where I created a section 'Concert'. When I open any concert record It has some records related to 'Performance Detail'

 

Now I have to perform validation on PF_Duration Column. The Query is following:
"Perform verification whenever user adds or modifies a performance as follows: if the total duration of the concert performances exceeds the system setting value (see above), saving a performance record should not be permitted. Instead, a user should receive a message informing that no more than “N” total performances duration is allowed. “N” is the system setting value." 
N = 150 minutes

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1 comments
case
Survey
Studio_Creatio
8.0

We are using Case records for mentoring requests. Case generation happens via an API call. Upon case closure we're looking to send out an email invite to user with a link to a survey web form on our website. We have the survey response fields already created within a new Case tab in Creatio:

 

The problem is that we're not quite sure which endpoint to use to get the users' form submission data into the survey response. I've tried a GET to the case object but don't see these fields returned, raising questions about how to POST it correctly. Ideas?

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1 comments

If the fields were added in the designer, open the case object directly and do a publish and you’ll likely see the fields via the API. 
Ryan

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package
Package Installation Error
Studio_Creatio
8.0

Hello

 

When I try to create the package for certification and adding ProductCore as a dependency, the following error appears: 

 


 

 

 

This error happens with every dependency that I try to add to a new package, I deleted some old packages before  but I can´t pinpoint the exact issue.

 

How do I solve this? Thanks in advance 

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2 comments

Hello,

This error occurs because the data is not bound to the shown in the screenshot objects: "SysModuleEntity". Please follow the described steps to bind data and solve the error:

1. Create a "Data" element in your package. Example in screenshot below.

2. Select the SysModuleEntity object. Example in screenshot below.

3. On the "Bound Data" tab, add the id specified in the error. Example in screenshot below.


4. Save changes


Best regards,
Malika
 

Malika,

Thank you for your help!

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whatsapp_integration
Studio_Creatio
8.0

Hi Guys, We have checked the free Whatsapp tool by creatio but that is limited to only inbound messages however we want to send outbound messages to our team internally. How is that possible. I saw some other connectors but they are too costly.

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Bump

Hello!

According to the basic logic of WhatsApp chat integration, you can receive chats and write in response to chats within 24 hours of the recipient's last message. However, the integration does not provide the option to send messages from Creatio before people wrote to you or outside the 24 hour window. Also, the integration does not have the ability to create tasks and notifications for the person in charge of the chat.

As a workaround, you can create a business process with the addition of a script to integrate with https://www.twilio.com/ and initialise the chat on your end. After that, responses to such messages should be available in Creatio chat.

You can contact Creatio support to get a package with a ready-made business process for sending WhatsApp messages (using a script for integration). You will then need to customize the integration to work specifically with your twilio number and account. 

We have also registered a request for the R&D team to expand integration capabilities and added your case to the request.

Best regards, 
Antonii.

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Filtering
look up filters
lookup
FreedomUI
minipage
Studio_Creatio
8.0

Hello creatio community,

 

I am trying to apply a filter into cases mini page which is developed using freedom ui screens. Code as below:

{
	request: "crt.LoadDataRequest",
	handler: async (request, next) => {
 
		if(request.dataSourceName == "CaseDS_OPCaseType_4943d10_List_DS") {
			const caseType = await request.$context.CaseDS_OPCaseType_4943d10;
 
			var moduleTypesIds = await OPPermissionFunctionsSsp.getModuleTypes();
 
			const filter = new sdk.FilterGroup();
			if(moduleTypesIds.length > 0){
				filter.logicalOperation = sdk.LogicalOperatorType.Or;		
				for (let i = 0; i < moduleTypesIds.length; i++) {
					await filter.addSchemaColumnFilterWithParameter(sdk.ComparisonType.Equal, "Id", moduleTypesIds[i].value);
				}
			}
			else{
				await filter.addSchemaColumnFilterWithParameter(sdk.ComparisonType.Equal, "OPCode", '');
			}
 
			const newFilter = Object.assign({}, filter);
			newFilter.items = filter.items;
 
			request.parameters.push({
				type: "filter",
				value: newFilter
			});
		}
		return await next?.handle(request);
	}
}

 

The filter newFilter shows the right filter condition. I also used sql profiler and it returned the correct values. The issue here is that the CaseDS_OPCaseType_4943d10_List_DS lookup its not showing any value and does not apply the developed filter.

 

This issue happens only in the mini page. I have used this approach in freedom ui form pages and it works fine. Is there something I'm missing?

 

Kind regards

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I assume this is a dropdown lookup and not a lookup that opens the Select dialog? 

I just double-checked and I do have similar code to filter a dropdown on a Freedom UI mini page/dialog and it is working. I don't see anything that looks incorrect in the code you posted - just wanted to confirm that it does work on mini pages (at least in my case it is)

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Email
links
Studio_Creatio
8.0

Hey Guys, we are using Creatio marketing to send newsletters but when we send campaign or test emails, all the links are not working meanwhile in builder when we click on them they work fine. Is it due to tracking or something else? How to fix this?

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1 comments

When you send the emails the links are changed to go through the tracking links. In the Domain setup in Creatio it has you create a CNAME DNS entry for "tracking" and links in the email are changed to go through "tracking.thedomain.com" - have you set up that CNAME DNS entry?

Ryan

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Studio_Creatio
8.0

Hello,

 

In the development version (on-site deployment), is it possible to configure webhooks to receive information from Microsoft Power Automate?

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1 comments

Hello,

 

There are several limitations in working with webhooks: 

  • Only POST request method is supported.
  • Only JSON and FormData request header types are supported.
  • Any webhook sending frequency is supported.

 

As long as Microsoft Power Automate can fit into these limitations, it is possible to configure webhooks to receive information from it.

 

Here is the article that might be useful for you: https://academy.creatio.com/docs/8.x/no-code-customization/base-integra…

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object
lookup
Studio_Creatio
8.0

I want to add contact object and the dropdown values should be the contact object column value. suppose I have a column name full name. its value i don't want as my lookup value. i want the full name column as my lookup value. is it possbile automatically?

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Hello,

 

The search field in the lookup column displays the object parameter — displayedColumnValue, which is usually the name column.
You can change this column to any other object field, but it will apply to the entire system — meaning this column will act as a link to the record. It will be used in filters and during selection. I suggest setting up quick filters and adding the contact value link there.

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#date
Studio_Creatio
8.0

I'm trying to set a text field (to use as a title of sorts) that includes a Date type field.

 

When setting this field, the Date comes through with both the Date and Time.

Is there a no-code way to prevent the Time from also coming through in the text field when it is being set?

 

Thanks!

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Best reply

Are you setting this in a process? If so, you can set it using .ToShortDateString() as follows: 

[#The date col or value here #].ToShortDateString()

Ryan

Are you setting this in a process? If so, you can set it using .ToShortDateString() as follows: 

[#The date col or value here #].ToShortDateString()

Ryan

Hi Ryan

 

This is exactly what I was hoping for.

 

Thanks for the help!

 

Raymond

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