Any idea how we can achieve this requirement. We need to build charts from third party data source like API instead of using crm's objects as data source.
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.
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.
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.
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
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.
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.
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.
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.
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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