Hi Creatio Community

I have created a custom attachment object which is sitting in a detail.

While trying to use the "Process File" element in a business process, I am unable to see that "custom attachment object" in the "Which object to receive file from?" dropdown list.

I need to trigger a business process whenever a new file is added in that custom attachment object, and then use that file as an email attachment in the Send email element.

 

Can you help me figure out how can I read the files present in that custom attachment object in a business process?

 

Thank You.

 

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Hi Nisarg,

 

Please check this Marketplace solution. I believe it has the exact functionality you are looking for.

 

Best regards,

Bogdan 

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Can someone help please?

 

Trying to add Invoice payment schedule from the marketplace, error in deployment - Dependent package "Passport" not found

2022-04-04 12:27:07,260 System.ApplicationException: Dependent package "Passport" not found
   at Terrasoft.Core.Packages.PackageDBStorage.SavePackageDependencies(Package package)
   at Terrasoft.Core.Packages.PackageDBStorage.SaveDependencies()
   at Terrasoft.Core.Packages.PackageDBStorage.Save(IPackageContentProvider packageContentProvider)
   at Terrasoft.Core.Applications.Packages.Operations.SystemPackageOperations.PackageDBStorageInternal.Save(IPackageContentProvider packageContentProvider)
   at Terrasoft.Core.Applications.Packages.Operations.SystemPackageOperations.Save(IEnumerable`1 packages, PackageInstallOptions options)
   at Terrasoft.Core.Applications.Packages.SystemPackageManager.Save(PackageInstallOptions installOptions)
   at Terrasoft.Core.Applications.Installation.AppInstaller.Install(String sourcePath, String destinationPath, PackageInstallOptions installOptions, IInstalledAppInfo installedAppInfo)
   at Terrasoft.Core.ServiceModelContract.PackageInstaller.AppInstallerServiceInternal.<>c__DisplayClass10_0.<InstallApp>b__0()
   at Terrasoft.Core.ServiceModelContract.PackageInstaller.BaseInstallerServiceInternal.InvokeWithLogging[TResult](Func`1 action)

https://marketplace.creatio.com/app/invoice-payment-schedule-creatio

 

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Hi Nicola,

 

What Creatio edition You have ?

 

This addon required one of Sales Enterprise or Sales Commerce according to marketplace link in tab Installation.

 

Best regards,

Marcin

Hi

 

bpmonline sales team, so I expect this should be correct?

Is anyone able to help, please?

Hi Nicola,

The app is only compatible with commerce and enterprise editions of Sales Creatio. Sales Creatio, team edition, doesn't have all of the required packages for the app's correct operation.

I'm confident we have an enterprise licence, how do I confirm this, I cannot find it in the application

Nicola Wall,

Hi Nicola!

I recommend you contact support so that they recheck your licenses and app type.

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Hi All,

 

I have a scenario as follows:

While creating a new or editing the record in a detail, the parent section saving functionality, should either be skipped or restricted to after the detail record is saved.

 

Is there a way to achieve this?

Thanks,

Sourav Kumar Samal

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Hello Kumar,

 

Thank you for your question. Unfortunately, it's not possible to implement this with the help of the OOB tools yet, this can be achieved only by means of additional development for now.

 

Best regards,

Anastasiia

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Hi all,

I am trying to Create New Record in a custom Section using an open edit page in Business Process but the section doesn't appear on the open edit page activity .

in atlas release.

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Hello Sayed,

 

at the moment in the atlas release the business processes do not support pages from sections customly created. That is why this section does not appear in the BPM.

 

At the moment the BPM only supports already existing sections.

 

Our R&D team is already working to develop this functionality and it will be available in further releases.

 

Best regards,

Dariy

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Hi Community,

I have a requirement that in details once you created a record with a record number(for Ex:-800009),  you can't create another record with same record number. I have to restrict the duplicate creation of record number.

Can anyone help me to achieve this?

 

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4 comments

Hello Jagan,

 

Unfortunately, at the moment, deduplication functionality can only be used for the main columns of the object, i.e. You cannot set up rules for searching for duplicates for details.

 

Details pull information from another section. It is necessary to search and merge duplicates in the section itself. 



We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.

 

Best regards,

Bogdan

Hi Bogdan,

Can I get the script code for How to achieve the deduplication functionality for the  main columns of the object?

Regards,

Jagan

Jagan Nayak,

 

Hello,

 

Unfortunately, as of now we do not have any ready to use examples of such implementation done by code. 

 

Best regards,

Anastasiia

+ 1 for this functionality

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I spent a couple of days looking at Creatio 8.  It's undoubtedly the way forward, however a few issues:

  1. With Creatio 7 it is possible to display a field on a Section form page with the value of a column from a linked object using a business rule, when the rule is triggered the field immediately updates.  With Creatio 8 it is possible to link a field to a column in another object however it does not update immediately, I had to save the record, close and reopen it to see the correct value of the linked column in the field.
  2. It's not possible to display a column with values of a column from a linked object in a Creatio 8 Section list.
  3. The List component is undoubtedly the way forward, however it is not possible as far as I can see to display the values of Lookup columns in the List component, or columns of values of columns linked to in other objects.
  4. Is it possible to create a calculated field any more (i.e., as was possible with a business rule)?
  5. A few instances of the Save button simply not responding, frustrating because of the lack of information on what the problem is.

Having said the above IMHO Creatio 8 is still undoubtedly the way forward, the UI is definitely more standard for this type of database application and less idiosyncratic than Creatio 7.  There are some useful minor improvements in Creatio 8 also, e.g., setting a flag to disable new records being added to a Lookup.  I am however I have to admit still developing with Creatio 7.

 

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We wait for 8.1

All important 7 features should be implemented there, I hope

Hi Gareth,



We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.  

 

Best regards,

Bogdan

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I'm trying to sync activities from multiple email accounts but I'm being prompted that my an account is active.

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I have a business process with a preconfigured page that collects a few pieces of data, creates some related entities and then opens an edit page for one of the created records.  Everything runs fine, but after process execution and after the record is loaded in the edit page, I get the message "another user has completed this task".  Nothing is set to run in the background and the process is not set to run as system user.

Any ideas on how to prevent this message from showing or what's causing it in the first place?

 

Thanks -Jeremy

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Jeremy, I have the same issue in 7.18 in a process calling subprocesses and all are for running in the front end. At the end I am opening a record created in the process with some information collected from existing records and from an auto-generated page.  Have you been able to solve this point?

It is not blocking but an extra click for the end user...

Thanks,

Franck

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Hi Team,

 

I tried installing a package form an instance to another instance and facing some SalesPackage related error. Kindly help me resolve this.

 

I'm also attaching the installationLog file for error for the reference.

The package that I'm trying to install has a dependent package SalesEnterproseSoftKey_ENU.

The production instance on which I'm installing the package does not have SalesEnterproseSoftKey_ENU . Instead has SalesTeamSoftkey_ENU.

 

I also tried changing the dependent package of the installation package to NUI, Uiv2,document and base but still it is not able to get installed.

 

Kindly help me resolve this issue as this package is to be moved to production site as soon as possible.

 

 

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Hi All,

I need to put validation to restrict the lookup column "Name" to a certain number of characters(not 50,250,500). Can anyone suggest how can i achieve that?

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Best reply

Hello rajat,

 

You can add an event on the object itself through the configuration:

https://prnt.sc/LIjTKY0mxzdz

 

Get the value of the Name field and make sure that it isn't longer than x characters.

 

 

Kind regards,

Yosef

Hello rajat,

 

You can add an event on the object itself through the configuration:

https://prnt.sc/LIjTKY0mxzdz

 

Get the value of the Name field and make sure that it isn't longer than x characters.

 

 

Kind regards,

Yosef

Hi yosef,

I am not able to add anything in that business process. Can you guide me how  to achieve the above objective

 

rajat patidar,

 

Make sure the object exists in your package (custom package is the default one) and then use an event subprocess.

Here's an example on how to work with server side code:

https://academy.creatio.com/docs/developer/interface_elements/record_page/field/add_auto_numbering_to_the_field#title-1349-12

 

You can then follow this logic:

https://academy.creatio.com/docs/developer/interface_elements/record_page/field/add_the_field_validation

 

 

Kind regards,

Yosef

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