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.
Is it possible to send notifications to your whole contact list via a normal BP (like important alerts or announcements) without having the Marketing licenses (Bulk Email) capabilities?
If we are talking about the contact records (which are mostly not the system users) with whom the communication cannot be done internally, then you'd still need to use the functionality of bulk emails or regular emails. If we are talking about a few emails, you can send them via BP as well, please refer to this article for more information.
However, if we are talking about big amount of emails I'd strongly recommend to consider bulk email or campaigns functionality.
If we are talking about the notifications in the system, you may send them automatically to the list of users with a help of custom business process for example, so this notification will be displayed in the communication panel for the users or you may tag users in the Feed.
However, talking about email notifications for a list of contacts, a system tool for this functionality would be bulk email.
Anastasiia Zhuravel, Thank you for your response. Just one more follow up, would it not be possible to run a business process to send out notification to all the records in the contact table?
If we are talking about the contact records (which are mostly not the system users) with whom the communication cannot be done internally, then you'd still need to use the functionality of bulk emails or regular emails. If we are talking about a few emails, you can send them via BP as well, please refer to this article for more information.
However, if we are talking about big amount of emails I'd strongly recommend to consider bulk email or campaigns functionality.
Good afternoon, there is the possibility of assigning a task to a user list based on the workload of the users, currently I see that it only allows the assignment by a role or by a specific user
I'm trying to create new custome channel for chat, but I don't understand 2 steps as shown in the below image that how to create and where to create. Could you explain me?
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