Hi All,

 

how can I make the fields appear automatically to the user in a specific order and then the user will fill them in that order, for example: if I have a task to fill in the username, phone number and email, I want the system to automatically show username field  in front of the user and he fills it in, and when he finishes, the phone number field will appear, and then the email.

 

because I want the system to guide the user to each field, I don't want the user to click on each field and fill it.

 

can I do that in creatio?

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Hello, Anas!

 

To make the fields appear one after another, you may set the business rules for the field. Here's how to do that:

1. Open up the page to set up.

2. Go to the 'Section wizard' from it ('View' button)

3. Select the 'Business rule' tab

4. Set the rule so that an element (e. g. Title) is only displayed after a particular element is filled in as on the screenshot https://prnt.sc/t8UR6eumB6_Y

5. Move on to making a next separate rule with the same structure for the next field (e. g. if the Title is filled in, then Show "Gender" field https://prnt.sc/tcJbw7kF8GaC)

6. Make the rest of the rules so that all the fields are involved. 

7. Save the changes.

 

Hope you find it useful!

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Hello Community,

 

Does the Creatio support refresh token flow in OAuth 2.0 authorization for integrated applications ?

 

Or third party application have to generate token while expired by "grant_type:client_credentials" ?

 

I'm refering to this settings:

https://academy.creatio.com/docs/user/on_site_deployment/deployment_add…

 

Best regards,

Marcin Kott

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Hello,

 

At the moment OAuth 2.0 authorization for integrated applications does not support refresh token flow.

The third-party application has to generate tokens and the system administrator needs to update the synchronization parameters.

 

I will also create a request for our development team to develop such functionality in future releases.

 

Thank you. 

Hello,

 

At the moment OAuth 2.0 authorization for integrated applications does not support refresh token flow.

The third-party application has to generate tokens and the system administrator needs to update the synchronization parameters.

 

I will also create a request for our development team to develop such functionality in future releases.

 

Thank you. 

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please solve this error

File attachments
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UP

 

UP

up

 

up

up

 

Hi, Diaa!

 

Can you please clarify the business task here? Any details will be of help.

 

Thank you!

Alla Blinova,

It can't be built , 

Error    CS0234    The type or namespace name 'Xrm' does not exist in the namespace 'Microsoft' (are you missing an assembly reference?)   

Diaa Araby,

We see the screenshot you attached earlier. Can you describe the steps that lead to this result and the accomplishment you try to implement, please?

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Hi All,

 

I'm Trying to add an account to mailbox synchronization setup, but an error message appears when I try to login using email & password (Your email or password is incorrect. If you have 2-Step-Verification enabled - please use the app password.), I didn't enabled 2-Step-Verification, And I'm Sure the Email & password are correct.

 

may you help me to fix this issue.

 

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hi Anas Iyad Ahmad Ibrahim,



The mailbox account addition steps are drilled into a simple process.

1. Set up an APP password for the email account in the corresponding mail service provider.

2. Copy the APP password newly created.

3. When entering the mailbox id, give the password as copied APP.



https:/academy.creatio.com/docs/user/setup_and_administration/base_integrations/mailbox_setup/faq/mailbox_setup_faq

 

https://support.google.com/accounts/answer/185833?hl=en



Please ensure that the Email Listnere is setup if the instance is local environment.





BR,

Bhoobalan Palanivelu.

hi Anas Iyad Ahmad Ibrahim,



The mailbox account addition steps are drilled into a simple process.

1. Set up an APP password for the email account in the corresponding mail service provider.

2. Copy the APP password newly created.

3. When entering the mailbox id, give the password as copied APP.



https:/academy.creatio.com/docs/user/setup_and_administration/base_integrations/mailbox_setup/faq/mailbox_setup_faq

 

https://support.google.com/accounts/answer/185833?hl=en



Please ensure that the Email Listnere is setup if the instance is local environment.





BR,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

Thanks a lot, it works!

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I have integrated Creatio with blob storage to store the attachments in Azure container. Is there any way to store attachments from different sections(Ex: Account or Contact) into separate Azure container or s3 bucket

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Hello Sivanesan,



There is no such opportunity.

 

We've registered it in our R&D team backlog for consideration and implementation in future application releases.

 

Thank you for helping us to improve our product. 

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Is it possible to export an existing database schema into a creatio datamodel? Or from an ERD Data export?

 

I use lucidchart to create a model of my database, it has export functions for MySQL, PostgreSQL, SQL Server, Oracle SQL and a similar platform as creatio, Quickbase. 

 

Does creatio support such an import wizard?

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Hello Pascal,

 

unfortunately this is not quite possible.

The thing is that you can export the DB in such way, but you will not have any objects in the system.

So we would recommend sticking to the standard way. Also, we will register this option as a wish for the dev team to implement it in the future.

 

Regards,

Gleb.

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I am trying to save data from an API call, it returns a collection of records. I wish to save these into a table. I do not know how to loop through this collection and save each as a record. Please advise.

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Hi Pascal,

 

This can be achieved via OOTB no-code tools of Business Processes.

The response collection of an API can be sent to a sub-process with parameter filled and it can be set to run sequentially so that all the response data will be successfully inserted into the table.



Here is the article, https://customerfx.com/article/working-with-collections-from-a-web-service-element-in-a-process-in-creatio/

 



BR,

Bhoobalan Palanivelu.

Hi Pascal,

 

This can be achieved via OOTB no-code tools of Business Processes.

The response collection of an API can be sent to a sub-process with parameter filled and it can be set to run sequentially so that all the response data will be successfully inserted into the table.



Here is the article, https://customerfx.com/article/working-with-collections-from-a-web-service-element-in-a-process-in-creatio/

 



BR,

Bhoobalan Palanivelu.

The subprocess method is very poor performance for larger datasets though, and so when we had this problem we ended up having to write C# for it. These aspects need to be improved by Creatio if their desire is to continue to push their platform as being effective at scale with no code solutions.

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Hi;

I try to redirect sendig eMails from Creatio from SMTP account to our custom api responsable for communication in company



Is this easy way to do this not changing Creatio process working on SendEmail element

 

Regards;

Tomek Branicki

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Hello Tomasz,

 

unfortunately, it is not quite clear what exactly you want to achieve.

Creatio sends emails where you want it to, without redirects.

 

Kindly ask you to explain in details what is the goal of the operation.

 

Regards,

Gleb.

Hi,Gleb,

Thanks

Creatio use the ExchangeListnerApi which use the SMTP based Account for sending email

I try to redirect the request to Listner to our custom rest api creating for communication manegement

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Hi All,

 

I Installed the toolkit for map view(https://marketplace.creatio.com/app/toolkit-setup-map-view-creatio ) but when I tried to follow the guide I stuck in second step, I didn't find "BaseModulePageWithMap" in the card schema.

 

I created my section within a new package, also I added the dependencies to my package but I didn't find "BaseModulePageWithMap".

 

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Hi!

I have checked this add-on and was unable to reproduce the issue. The steps I took are as follows:

 

1. Install the add-on.

2. Create a package and set dependencies.

3. Create a custom section that includes a page.

4. Open the page source code in the configuration and change the parent object to "BaseModulePageWithMap."





Could you please tell us the steps you took?

Hi!

I have checked this add-on and was unable to reproduce the issue. The steps I took are as follows:

 

1. Install the add-on.

2. Create a package and set dependencies.

3. Create a custom section that includes a page.

4. Open the page source code in the configuration and change the parent object to "BaseModulePageWithMap."





Could you please tell us the steps you took?

Yevhen Vorobiov,

Thanks a lot, it works now

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hello!

Is there a document (PDF, URL) that describes the detailed specifications of SaaS?

For example, I'm looking for a document with the following description!



・ Basic configuration of SaaS license purchase (number of virtual cores, memory capacity, database storage capacity, outbound traffic limit, inbound traffic limit, etc., development, verification, existence of DB for each production environment, etc.)

・Is it possible to change the configuration of the SaaS server (addition of servers, DB integration, etc.)

・Addition of front-end server

・Addition of development environment

・Addition of verification server

・Add production environment

・Increase the CPU and memory of the front-end server

・Additional CPU and memory for development environment

・Additional CPU and memory for verification server

・Additional CPU and memory for the production environment

- Third-party products cannot be installed in the CreatioSaaS environment.

・Is it possible to directly connect to the Database Server?

・Is it possible to create Tables and Views on the Database Server?

・The timezone of all servers on PaaS is fixed to "UTC" and cannot be changed.

・Can you use the “Multiple Database Catalogs and Schemas” function?

Is it possible to use the Zones function that can specify the front-end server that operates for each application?

・You cannot use the authentication function by client certificate.

・Is it possible to consider Japan time for backup cycle and recovery operation?

・At the time of a major version upgrade of the product, will the customer environment be forced to undergo a major version upgrade by a certain period of time?

・The version upgrade schedule will be handled after adjusting the schedule in advance with the customer, but can you specify the postponement of the version upgrade beyond a certain period?

・Is it possible to access the DC and FE server by remote desktop?

・How to connect to CreatioSaaS if the customer has a separate contract with AWS

・Whether it is possible to take a backup of the DB in a DB that exists in a physically different location (for natural disaster countermeasure purposes)

 

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Hello,

 

Please note that having questions of this kind it is better to contact us at info@creatio.com to receive the needed information.

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