Studio Creatio | Community Creatio

Import and related entity

22:37 May 17, 2022

Hi community,

Consider this scenario.

An Excel file with account name and account type columns.

I have to import this data into account table.

If the account type column contains a value missing in the related table, creatio creates for me this value.

Is it possible to disable with an operation permission?

3 comments

Kate Karpik

14:53 May 18, 2022

Hello!

Unfortunately, there is no way to prevent new records creation in objects during data import and we have a problem registered to our R&D team so to implement such a functionality.

This is due to the logic implemented in the import process.

The system adds missing values to its lookups in order to prevent data loss during the import process.

As an alternative solution I can recommend the following:

1. Remove the unwanted column from the file before the import, and add it after the process.

2. Match the naming of the file columns with Creatio's system naming.

3. If the problem is tied to creating a lot of duplicates in the system after imports, you can turn on Creatio's deduplication feature and merge the duplicates together.

I will let our R&D team know about your request so to raise the priority of the problem. Thank you for reporting this issue to us and helping us to make our application better!

Best regards,

Kate

Show all Account names in the Account lookup and Contact names in the Contact Lookup on Customer Portal

15:12 May 18, 2022

Kate Karpik,

Thank you Kate

Is removing the add permission for a specific lookup a viable work-around?

Kate Karpik

19:24 May 18, 2022

Stefano,

Unfortunately, the offered solution will not solve this issue.

During the import process, the system checks for the correct access rights for the modification of the object (lookup in this case) of the user that initiated the process.

Hence why the users that lack needed rights will not be able to import the data.

If you were to restrict the access to the lookup, the data will not be added during the import, regardless if needed columns exist in the lookup or not.

Thank you.

Best regards,

Kate

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Nisarg Soni

17:23 May 17, 2022

Hi Creatio Community,

I have a portal user connected with an account for eg, Tesla.

Now on customer portal, I have an account lookup but it is only showing the account with which the Portal User is connected to (As shown in the screenshot below).

I want to know is there any way to show every Account names in the lookup?

Similarly, there is a contact lookup on portal which is only showing the current portal user name (As shown in the screenshot below).

Is there any way to show every Contact names in the lookup?

Thank you.

4 comments

Best reply

Max

15:18 May 19, 2022

Nisarg Soni,

Hi!

The problem is that the record permissions are turned on and portal users don't have any permissions there. Therefore portal users don't get access to any records.

Please add permissions of kind (All employees -> All portal users), clear the cache, re-login under a portal user and you should see the records in the list!

Best regards,

Max.

Alona Dolya

11:24 May 19, 2022

Hello,

Please check the object permission for the Contact and Account for "All portal users" in the “Object permissions” section?

Nisarg Soni

11:32 May 19, 2022

alonadolya,

For Contact and Account, the permission is set for "All portal users". Images attached for reference.

Max

15:18 May 19, 2022

Nisarg Soni,

Hi!

The problem is that the record permissions are turned on and portal users don't have any permissions there. Therefore portal users don't get access to any records.

Please add permissions of kind (All employees -> All portal users), clear the cache, re-login under a portal user and you should see the records in the list!

Best regards,

Max.

Nisarg Soni

15:30 May 19, 2022

Max,

Thanks for the solution. It works!

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Object reference not set to an instance of an object

12:27 May 17, 2022

Hi Community,

I've an custom assembly package, with a custom business process.

In the business process I added a script block element.

If I move a process element to the designer and try to save, I get the error "Object reference not set to an instance of an object."

To solve the problem I have to change something in the script block and save the BP.

Is there any other way to do this?

In the Error.log file there is this error:

2022-05-17 09:40:55,788 [92] ERROR IIS APPPOOL\creatio Terrasoft Post - ManagerServiceLog - ErrorCode = NullReferenceException; Message = Object reference not set to an instance of an object.; InnerException: ; StackTrace = in Terrasoft.Core.Process.ProcessSchemaManager.GetIsProcessExistsInAssembly(ProcessSchema processSchema)

in Terrasoft.Core.Process.ProcessInterpretationValidator.ChangedSchemaMethodsRule.ValidateCompiledMethodsInAssembly(ProcessSchema processSchema)

in Terrasoft.Core.Process.ProcessInterpretationValidator.ChangedSchemaMethodsRule.Validate()

in Terrasoft.Core.Process.BaseInterpretationValidator`1.Validate(TProcessSchema processSchema, List`1 validationRules, Boolean checkAllRules)

in Terrasoft.Core.Process.ProcessSchemaManager.GetProcessValidationResult(ProcessSchema process, UserConnection userConnection)

in Terrasoft.Nui.ServiceModel.WebService.BaseProcessSchemaDesigner`1.ValidateSchema(ISchemaManagerItem item, BaseProcessSchemaResponse response)

in Terrasoft.Nui.ServiceModel.WebService.BaseProcessSchemaDesigner`1.Save(ContractBaseProcessSchema`1 schema, BaseProcessSchemaResponse response)

in Terrasoft.Nui.ServiceModel.WebService.ProcessSchemaManagerService.Post(ContractProcessSchema processSchema)

2 comments

Aleksei Efimenko

10:55 May 19, 2022

Dear Stefano,

Sometimes you can catch a bug when trying to save a new version of the process with script-task to assembly package.

This bug is actual for 7.18.5 and lower versions, for example. But in 8.0+ versions it's already fixed.

As a workaround, I can suggest you use a simple package, not an assembly one.

Of course, the best way to fix it is to update your application to 8.0+.

Best regards, Alex.

17:58 May 20, 2022

Aleksei Efimenko,

Thank you Aleksei

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Timer

Maximum duration for [Wait for timer] intermediate event

Sourav Kumar Samal

10:23 May 17, 2022

Hi All,

I want to use Wait Timer element in multiple business processes. I want it to wait upto 28 days. Will there be any issue if I specify 28 days (24,19,200 seconds) ? or is there any recommendation what is the maximum wait duration can be given?

Thanks,

Sourav Kumar Samal

3 comments

Mira Dmitruk

13:43 May 19, 2022

Hi Sourav,

Please be informed that the [WAIT FOR TIMER] element will not work correctly with such a big value, it will definitely drift off the needed amount of time at some point. Could you please elaborate on what business logic you're trying to implement, so we could try to find a possible alternative for you?

Kind regards,

Mira

Luis Tinoco Azevedo

19:06 May 25, 2022

Hi Mira,

We have a similar case although not so much time, "just" 5 days.

Will the wait timer element not work for a period like this?

Also the expectation is to have several hundred cases that will be simultaneously be in this "wait" mode.

Thanks,

Luis

Mira Dmitruk

14:24 May 26, 2022

Luis Tinoco Azevedo,

I'm sorry for the confusion, we have double-checked this functionality with our R&D team and they confirmed, that Wait Timer will work correctly even with such a big value specified. Please feel free to try it out and in case you do face any issues, make sure to register a case for our support team.

Kind regards,

Mira

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18:35 May 13, 2022

Hi dear community!
Can I link the timeline from the Contact section to the Leads section?
Do you know some articles or cases
Thank you!

1 comments

Oleg Drobina

17:00 May 15, 2022

Hi Vladimir,

You need to create a custom item view module based on the Contact object and add it to the Leads section. Please use this article as a reference where the same task is described using a custom "Books" section added as timeline item to the "Accounts" section.

Best regards,

Oscar

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11:36 May 13, 2022

I have a printable which is no longer needed. What option do I have to prevent displaying this printable in the object list of Print button? How can this printable be disabled?

1 comments

Best reply

Anastasiia Stepanova

19:21 May 13, 2022

Hello Gergana!

To disable mentioned function you should go to the “System setup” block and click “Report setup.

There you can find a suitable type of report and customize its display on the page as displayed on the screenshot:

Details in the article: https://academy.creatio.com/docs/user/no_code_customization/print_ready…

Anastasiia Stepanova

19:21 May 13, 2022

Hello Gergana!

To disable mentioned function you should go to the “System setup” block and click “Report setup.

There you can find a suitable type of report and customize its display on the page as displayed on the screenshot:

Details in the article: https://academy.creatio.com/docs/user/no_code_customization/print_ready…

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How to keep some fields as read-only when using Open Edit Page element with edit exiting record mode

Roobeshwara Sharma

10:51 May 13, 2022

Hi team,

I have made some fields read-only when I am creating the fields on the edit page. When I use the Open Edit Page element and try to add some values to other fields, the read-only fields also change as editable fields. I wanted to keep my read-only fields always not editable. How to resolve this issue.

Currency is Read-Only field as shown below

Its editable in Open-Edit-Page

1 comments

Alona Dolya

17:46 May 13, 2022

Hello,

Normally, Section wizard reflects the content from all the schemas up to the package indicated in the "Current package" setting.

However, UI reflects the content and logic from all the schemas of all the packages.

"Custom" package is dependent on all packages of the application (and should be the last one in the hierarchy), all columns are the same and are visible both on UI and in Section wizard once it's set as the current package.

I would suggest you check the "Current package" setting and parameters of column "Currency" on the pages in each package in the hierarchy.

Kind regards,

Alona

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Approval only for the assigned approver

Janhavi Tanna

18:44 May 09, 2022

Greetings Community,

I need the options to Approve, Reject and Change Approver in the Approval tab only to be enabled for the assigned approver and not for any one else currently all users are able to approve or reject the approval.

PFA Screen shot for reference

4 comments

Kalymbet Anastasia

19:01 May 10, 2022

Hello,

To solve your business task you can set up Approvals for the section.

The following instructions can help you to achieve the result you are looking for: https://academy.creatio.com/docs/user/platform_basics/communications/approvals_shortcut/approvals

Approvals can be managed (approved or rejected):

By a specific employee, for example, a department manager.
By an employee of the specific role (user group), such as “Finance department,” “Administration,” etc.

Janhavi Tanna

08:46 May 11, 2022

Kalymbet Anastasia,

Hi,

I have already configured the approvals as mentioned in the article but the issue is currently all the users in the system are able to approve/reject the approval.

I need the approval to be rejected/approved only by the user assigned as approver.

Aleksei Efimenko

16:31 May 20, 2022

Janhavi Tanna,

You can create a specific role, and allow users of this role to change records of this object.

So, only specific users will be able to edit approvals, while the other users will be able only to read those records.

Best regards, Alex.

Mykhailo Zeleniuk

21:11 Oct 26, 2023

Greetings,

Such setup can be achieved by creating a functional role for the desired actions in your system.

You can find more on our Academy page here:

https://academy.creatio.com/docs/user/setup_and_administration/user_and…

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Outgoing email not processed

11:52 May 07, 2022

Hi,

I designed a business process that sends an email and creates a task.

Many outgoing emails appear on the communication panel to be processed.

Is it possible to mark all these emails as processed automatically ?

4 comments

Anastasiia Lazurenko

12:20 May 07, 2022

Hello Stefano,

Thank you for your question!

The process on the screenshot will mark all emails in your system as processed once it is started:

You can add more filter conditions in order to mark only specific emails as processed.

Else, you can achieve the same result with the SQL query if you have access to the SQL console or the database.

You will need to change the value of the IsNeedProcess column of the EmailMessage table:

update "EmailMessageData" set "IsNeedProcess" = false

update "Activity" set "IsNeedProcess" = false where "TypeId" = 'e2831dec-cfc0-df11-b00f-001d60e938c6' --Type Id stands for Email

Best regards,

Anastasiia