I want to have the ability to add more columns with their data-types in my objects, but do this from the front end ui not the app configuration, is it feasable? or is there any limitations to this inquery, It's similar to Asana or Monday.com's feature of being able to add columns on the spot and not needing admin to create it in the object structure itself
Hi! Currently, in Creatio, adding columns to objects and defining their data types must be performed through either the Object Designer in the Application Hub or the Configuration section. There is no feature within Creatio's front-end UI that would allow end users to dynamically create new object columns on the spot like the functionality you described in Asana or Monday.com.
However, a workaround could involve implementing business processes or custom development that lets users store additional data in dynamically generated fields connected to your objects. This would, however, require developer assistance and predefined design.
Thanks for your help, but to clear things out here, for the workaround to be implemented, how are these dynamically generated fields stored? like will they be added to the object as if I'm doing it from Application hub or Configruation, or what?
At the page level, you can create fields that are not part of the underlying object but can still hold values and be used in the application. These are called page parameters, and they can be added directly from the designer.
Creating dynamically generated fields is generally not a good idea, because as soon as you add such a field, the system will attempt to recompile with a database structure update. If that does not happen, you will get an error that the column does not exist in the object.
In other words, while it may be technically possible, it is not practical or supported. The recommended approach is to use page parameters instead.
In order to disable the Display data/Drill down option, it is necessary to disable the features ChartDrilldown, ChartDrilldownByChartSeriesMenu, and ChartLegendClickMenu
Please note that this setting will apply to all charts in the system.
In order to disable the Display data/Drill down option, it is necessary to disable the features ChartDrilldown, ChartDrilldownByChartSeriesMenu, and ChartLegendClickMenu
Please note that this setting will apply to all charts in the system.
The message “Inactive package ‘AmsSurvey’ was not found” indicates the system has an reference to a missing inactive plugin package. To resolve this: - retrieve the package Id via [SELECT "Id","Name" FROM "SysInactivePackage";] - delete that entry with [DELETE FROM "SysInactivePackage" WHERE "Id"='AmsSurvey package_id';] - then rerun the installation to reinstall the package.
But when I added another attachment component in the form page it's not working for those attachments only working for OOTB attachement componenet. Anyone else also facing same issue. Any workaround possible for this?
Hi! To use a file attached to a custom record and send it via a business process email in Creatio, please follow these steps:
1. Attach the File to the Record: - Ensure the file is attached to the relevant record in the Attachments detail of the Creatio object.
2. Read the File in the Business Process: - Use the Process file element in your business process. - In the element settings, specify the source of the file as "Process parameter." - Select the process parameter that contains the file. This can be a single file or a collection of files.
3. Send the File via Email: - Add a Send Email element to your business process. - In the What is the message? field, select "Custom message" to create a unique email. - Use the Content Designer to design the email body. - To include the file, ensure it is accessible as a process parameter and attach it to the email.
4. Configure the Email: - Fill out the From and To fields in the Send Email element. - Set the Subject and customize the email body using process parameters if needed.
Hi! To use a file attached to a custom record and send it via a business process email in Creatio, please follow these steps:
1. Attach the File to the Record: - Ensure the file is attached to the relevant record in the Attachments detail of the Creatio object.
2. Read the File in the Business Process: - Use the Process file element in your business process. - In the element settings, specify the source of the file as "Process parameter." - Select the process parameter that contains the file. This can be a single file or a collection of files.
3. Send the File via Email: - Add a Send Email element to your business process. - In the What is the message? field, select "Custom message" to create a unique email. - Use the Content Designer to design the email body. - To include the file, ensure it is accessible as a process parameter and attach it to the email.
4. Configure the Email: - Fill out the From and To fields in the Send Email element. - Set the Subject and customize the email body using process parameters if needed.
I would like to ask following question to filter the file will be selected because i notice the email attach all file that saved in all my custom record i only want file from one record only how to filter this? i try using the Id equal to id for the custom record is this correct?
Is this correct? because after using this make no file sended or there is other option? Thank you,
UPDATE: Solved you supposed to use Record Id not ID for this filter
I have this customized detail that I would like to rename it (currently it's 'Attachments'). Section edit page doesn't let me modify the details because it's customized. When I go and open edit page and try to insert the caption it doesn't update the name. I have even tried updating the name in Localized string but no luck.
Whenever certain event occurs, send notification to
Group of people
Only the assignees of the case
Some of these notification may contain extra description along with them.
Current approach
I am doing 2 different things
If i need to send a notification to individual I am adding a record in the notification table. Con of doing this is I am unable to give extra information sort of description, even though I am filling the Popup title and description it is not showing up.
If I need to send to a group of people I am using a business process and use a Mini Page for description. Con: Process keeps on running till someone closes the page for everyone.
Here's a potential approach to improve your current process:
For Individual Notifications:
Instead of directly adding records to the notification table, consider using a business process that dynamically populates the notification title and description fields. This ensures that the extra information is displayed correctly.
For Group Notifications:
To avoid the issue of the process running until someone closes the mini page, you can use a combination of a business process and a custom notification mechanism. For example:
Use a business process to trigger the notification.
Instead of relying on a mini page, send the description as part of the notification content directly to the group members.
Unified Approach:
Create a custom notification mechanism that supports both individual and group notifications. This mechanism can include fields for title, description, and recipient type (individual or group). A business process can then handle the logic for sending notifications based on the recipient type.
Hi; version 8.2.1 I have a process which is connect to entity record on system_adminiatration account i can continue from edit page the process, but from employee acount the list of processes is empty i give run properties to the process some groups but it doesn't help
On system administration acount in run process i got element to do name
do You know what permissions i have to setup to enabled users continue process
By default, the Continue Process button is only available for System Administration users. For regular users, continuing a process usually means they must complete the assigned task/element within that business process (usually it appears in the communication panel) - it won’t appear as a global option in the same way.
If you’d like to work around this, the is most likely related to access rights. Please make sure the users have the required permissions for the system operation “Access to process data tables.” Once you grant these rights to the necessary user roles or groups, they should be able to continue with the processes as expected.
Thanks Tomasz; it works I add this feature because it is direct to call center so when connection have been lost another consultant can get the continuation issue.
