I recommend checking if you have properly connected the account with the new contact. Specifically, please verify the "Which column values to set?" button parameter and ensure that you are transferring the necessary values correctly.
By ensuring that the account and contact settings are properly aligned and the appropriate values are being transferred, you can resolve the issue and achieve the desired functionality.
Solving it with CSS styles is wrong and could stop working at any moment. It uses parts of CSS that are not publicly documented or checked for backward compatibility.
we have a Freedom UI page with an editable list component connected to an object. If the user has changed any record, the "Save all" button should be pressed to apply updates (see screenshot). Now we want to implement objects saving on "Apply changes button". Is it possible? We thought about similar handler as for refresh data, but for saving datasource:
Hello, I am working on the customer's requirements, in which it is necessary to perform a global search not only by application attributes, but also by the content of a text document (doc, pdf).
Unfortunately Global Search functionality cannot be applied to the attachments for now.
We've registered a query for our responsible R&D team to implement such functionality in the upcoming releases but due to complexity of the task there is no specific ETA as of now.
There used to be an addon able to handle this (not sure what was the mechanism used though, elasticsearch or something else), so I guess there somehow a possibility. It is an often requested feature indeed.
Is there any news regarding this functionality, maybe an ETA? Or any suggestion or workaround on how to search in documents in Creatio would be much appreciated
If you merge your Facebook and Instagram accounts in Facebook Messenger, and connect your Facebook account to Creatio, will you receive messages from both accounts in Creatio?
As of today we have a task to integrate instagram in order to let you receive the messages from Intagram either, so it possibly will be implemented in our future releases, but currently it is not possible.
My colleague and I are trying to develop applications with specific dependencies but Creatio keeps adding dependencies we don't want to the package when we save a business process. Is there a way to turn off the automatic adding of dependencies? I'd prefer to receive an error message if I'm using something for which I don't have access.
I would love to turn this off and have an error telling me what it needs instead. The auto adding dependencies could be nice but I’d prefer to control that myself. I’ve ran into issues where it attempts to add a dependency for the same package that the item is already located in and then complains that it’s a circular dependency.
Not getting the exact same error, but similar behavior:
modifiying customer 360 list & form pages, getting account new objects, pages etc saved in my current set package, and the contacts saved automatically in a new package of Creatio's choice.... Quite confusing
If you merge your Facebook and Instagram accounts in Facebook Messenger, and connect your Facebook account to Creatio, will you receive messages from both accounts in Creatio?
As of today we have a task to integrate instagram in order to let you receive the messages from Intagram either, so it possibly will be implemented in our future releases, but currently it is not possible.
I have a requirement to load default quick filter when user opens the record. Currently whenever user changes the filter, the default filter is updated with the latest filter changes.
How can I load the default filter on opening/ adding a record ?
Hi there! We are developing an application and want to add a custom channel provider. We follow this guide, however, it does not cover how to bind custom channel provider with channel registration logic (I mean on ChatSettings page when we click on custom channel provider value on adding new channels) - is there any documentation on implementing it?
Now we want to implement objects saving on "Apply changes button". Is it possible? We thought about similar handler as for refresh data, but for saving datasource:
