I want to have 2 approvals with my custom application. If both are accepted then it moves to the next stage and if both are rejected then to the Denied stage but if one of them is rejected and one is approved then we have a separate stage as Re-consideration. How can I include this thrid stage in the business process?
Could you explain your business process in more detail, and what outcome do you see for the 3 stage option?
This information is necessary to understand your business process and the outcome you want to get from it.
Hi Malika, there are 2 approvals in the process and 3 outcomes. If both approvals are accepted. We want it to move to next stage "Approved", If both rejects "Rejected" and if one approves it but one rejects it then "Reconsider" stage. I have done the first two and they are simple. But I am confused with third one. How do i structure it in my business process?
The "Reconsider" flow can have the logic so that either ApprovalUserTask1 or ApprovalUserTask1 has a Positive result parameter. It can be accomplished with a use of the "||" operator meaning "or":
This is what I have thought of. Though it's not tested yet. But I have added Read Data to read the status of both approvals and then Condition flow that checks if the both approvals equals to Positive by comparing it with Approval Status Lookup values then it changes stage to Approved and if both are negative then Denied and if anyone of them is negative then it goes into Reconsideration stage. Does this looks fine to you?
After setup creatio on-site deployment, able to access the login page but by default Credentials Supervisor/Supervisor is not working. Facing Authorization failed. Please check the screenshot reference. Please help on this.
I have gone through the academy documentation I am unable to find anything that tells me how I can consume an OAuth service like we can used in Classic UI.
Not sure if there's a Freedom UI specific way in the sdk (but I've not seen anything that looks like it yet). However, you should still be able to call Terrasoft.ServiceOAuthAuthenticatorEndpointHelper.getAuthorizationGrantUrl from a Freedom UI page for now.
We can't use this approach because the client secret is encrypted. If you tried to get the secret key from the table. We are restricted to use the build in OAuth Service in Freedom UI as it was working with Classic UI.
we have custom applications in our environment and they all are built on Freedom UI. How do I create this dashboard button with each of the respective applications in freedom UI? I know this button is on Classic but is it possible to do same in freedom?
I would like to inform you that you can add the necessary dashboard icon in Freedom UI. In order to add the icon you need, please use the instructions by clicking here.
I have recently installed Creatio MS Word Plugin. But it is not working. I have done everything. Tried repair/re-installing the plugin multiple times. Installed 32/64 both ones. But Word is not showing any creatio tab. How am I supposed to connect my word to creatio?
Before installing the plug-in, you need to check whether your computer meets the plug-in's software requirements. The most up-to-date information is available on the Academy website:
Operating System (supports both 32-bit and 64-bit versions): Windows 7 and later.
Microsoft Word version: 2010 and later (functionality tested up to version 2016 inclusive). The plug-in does not support MS Word 2003 or 2007.
The computer must have .NET Framework version 4.5 or higher installed. The installer can be downloaded via the provided link.
The plug-in is downloaded from the Academy site, depending on the bitness of Word (32-bit or 64-bit).
To determine the bitness, you can go to the Word account settings. As you have done before. However, make sure that the correct version of the plugin has been downloaded.
To identify the cause of issues when working with the plug-in, enable "Show add-in user interface errors" in Word settings.
After enabling this, reproduce the error again.
Then, do the following:
Check if the Print Form Designer is installed on your PC in the "Programs and Features" section.
Open Word and check whether the Form Designer plug-in is available.
To do this, open Word settings, go to the "Add-Ins" tab, and click the "GO..." button.
A new window with available plug-ins should open. In the list, you should see the "Creatio MS Word Report Designer" plug-in. Check the box next to it and click "OK".
As a result, a new tab "Creatio" should appear in Word, where you can connect to the application.
And have you tried to test if UpdateQuery trigger OnSaved? This should be easy: some simple logger added to the OnSaved handler. Also if you need to trigger some server logic after the update - you can direclty call some custom service (for example in the callback execution after the UpdateQuery).
While doing changes in the appsettings.json, and testing it. I got an error "It was not possible to connect to the redis server(s). UnableToConnect on tscore-dev-30:6379/Interactive, Initializing". In that file, "RedisConnection": "tscore-dev-30" is already set by default.
I also tried to update it with the redis connectionstring which was used in the main application but it is giving me an error while setting up the default response in creatio.
I'm working on a section featuring two fields: a numeric "Project Number" field and a lookup "Parent Project Number" field. I need to set up a safeguard that prevents users from choosing the same value in both fields. Seeking advice on how to implement this effectively within Creatio's environment.
one of the ways to implement this would be using validation, though you would only see that fields are same during save process. to implement this you'd be replacing code for client schema page where you need this check - specifically code for method asyncValidate - its a method describing validity of page before saving. Examples of using it can be found on community, for example here https://community.creatio.com/questions/use-asyncvalidate-minipage
in method you'd descibe interaction you need - if check thats comparing values of 2 fields (need to take actual value of lookup field to compare it to numeric) and if they match throw
validationResult.success = false;
and message descibing unsuccessfull validation in validationResult.message
then the save wouldnt happen and user would get a message that you specify
we've added a custom web service to our cloud environment and we trigger it from our external API. Several requests in a row are executed correctly, and then an HTTP request timeout occurs for all further requests (including auth requests).
The interesting note is that if we trigger the same request from Postman, it works ok and after it, several more requests can be sent from our API to Creatio.
What can be the cause of such behavior? Is there any mechanism that blocks requests from external APIs to Creatio and if so, how can it be avoided?
In our further investigation of the problem, it looks like Creatio has some anti-spam mechanism, and it blocks our API for 15 minutes when a certain amount of requests was sent to Creatio during a short period of time. We still do not know how to avoid it so any help would be appreciated
We kindly ask you to create a support request for us because for providing the answer to this question we will need to ask you for additional information and examples from your side.