Import
Business Process
Studio_Creatio

We need to import some data to inactivate contacts on a monthly basis. I want to import a contact identifier and then execute a business process to mark the imported contacts as inactive.

 

We have other import needs that also need to execute a business process for each row. 

 

Does anyone know of any utility/marketplace add on that will allow us to execute a bp for each import row?

 

Ideally, it would be great to be able to have a BP system function that would import a file and then process each row, but I'd take a scripted object to read the file in and process each row.

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Hi Marry,



Unfortunately, are no such basic tools for imported records/

 

The only way to achieve your business task is to create a new business process with a start signal with an event that should trigger the signal (Record added / Record modified).



Please note you should enable this business process before the import and disable afer.

 

Best regards,

Bogdan

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Studio_Creatio
7.18

Hi Team,

 

Kindly provide me some resolution for the following scenario:

 

In the instance, there is one parent object 'Enquiry' and 'EnquiryForInsurers' is the child object of Enquiry. Now , I deleted one lookup field from the parent object Enquiry and published the object successfully.

 

But while I'm updating the child object EnquiryForInsurers, I'm facing the error which says failed to update the database structure. Although the deleted lookup field is not there in the inherited columns of the child object EnquiryForInsurers, but still I'm not able to publish the child object successfully.

 

Please refer to the screenshots for errors information.

 

 

 

kindly help in resolving this error..

 

Thanks,

 

Sarika

 

 

 

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2 comments
Best reply

The issue was in the foreign key constraint left in the database after the column was deleted from your object and this constraint prevented the database structure from being updated. We've removed that foreign key and the issue was fixed.

 

Best regards,

Oscar

The issue was in the foreign key constraint left in the database after the column was deleted from your object and this constraint prevented the database structure from being updated. We've removed that foreign key and the issue was fixed.

 

Best regards,

Oscar

Hi Oscar,

 

Thanks for the help

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SSO
OKTA
Studio_Creatio
7.18

Hi All,

 

We have a requirement to enable SSO with OKTA. Please suggest whether is it possible? If yes, how we can do that?

 

Thanks & Regards,

Sourav Kumar Samal

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5 comments

Hello,

 

Yes, it is possible to set up SSO through OKTA. Unfortunately, we do not have specific instructions for this product, but you can use the Single Sign-On via ADFS Academy article for your reference. 

 

Best regards,

Bogdan

 

 

Bogdan,

 

We are also trying to configure from OKTA's side as well. But there are certain ask that we are unsure about. Could you please suggest on the following questions from Creatio perspective?

Thanks,

Sourav

Bogdan,

Is there any information on this?

 

Thanks

Sourav, 



This application is in "Upcoming" state meaning that it will be available in Future. 

As for your first question, you need to insert following values:

 



Kind regards,

Roman

 

Roman Brown,

 

What is the LocalCertificateFile and where to get this for onsite applications?

 

Thanks,

Sourav

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Button
Javascript
Studio_Creatio

i need to disable a button after it is clicked once without refreshing a page.

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2 comments

Add a boolean attribute to the page:

attributes: {
    "IsButtonEnabled": {
		dataValueType: Terrasoft.DataValueType.BOOLEAN,
		type: Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
		value: true
	}
}

Then bind the enabled property of the button to the attribute:

{
	"operation": "insert",
	"parentName": "Header",
	"propertyName": "items",
	"name": "MyButton",
	"values": {
		"itemType": Terrasoft.ViewItemType.BUTTON,
		"caption": "My button",
		"click": {"bindTo": "onMyButtonClick"},
		"enabled": {"bindTo": "IsButtonEnabled"}
	}
}

Now when it is clicked, set the attribute to false:

onMyButtonClick: function() {
    this.set("IsButtonEnabled", false);
}

Ryan

Ryan Farley,

Hi Ryan, thank u for ur asnwer, is it for Classic or Freedom UI?

 

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data binding
Studio_Creatio
7.18

Hello,



I have a requirement to bind Organizational Roles to the package. I have come across some similar questions on academy and found that we can use SQL script to perform the same. Could someone please help with this if they are familiar with this approach or have done this activity previously. Thank you

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2 comments

Hello,

 

Thank you for your question. 

 

Please, note that it's not recommended to bind users, organizational structure, roles, licenses, and other administrative things to a package. It will be very hard to handle that if you decide to install that package after the moment when the client adjusts that administrative things according to his or her needs directly on the production.

 

Unfortunately, there is no script we could provide you with but in case you decide to bind this data and transfer it to another environment we suggest checking all changes on the copies before delivering it to the production websites. The organizational structure is in the "SysAdminUnit" and "SysAdminUnitInRole" tables and you are right, it's possible to bind it to the package via SQL scripts only.

 

Best regards,

Anastasiia

We usualy do the following:



Create separate package for Roles

1. Add Data for SysAdminUnit 

2. Add Data for SysUserInRole



Before you install the package

Switch off trigger TRSysAdminUnitRoot in table SysAdminUnit (otherwise it will block adding new roles)



Install the package

 

Switch on trigger TRSysAdminUnitRoot in table SysAdminUnit



And always remember, that deleting of data cannot be transfered without SQL script

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task
Studio_Creatio
7.18

Hello 

When creating a new Task the system automatically sets the task duration 30 minutes. How can I change this default value?

 

There is an older question about it, but I can't find that line that is mentioned there  

 

Thanks in advanced for your help!

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3 comments
Best reply

Hello Cesar,

 

Unfortunately, there is no option to change the default value anymore.

As a workaround, you are able to change the duration after creating the task.

 

Thank you,

Artem. 

Hello Cesar,

 

Unfortunately, there is no option to change the default value anymore.

As a workaround, you are able to change the duration after creating the task.

 

Thank you,

Artem. 

Hello Artem,

 

In version 8.0.10, is it possible to change the default value assigned to the duration of activities?



Thank you,

Andreia

 

 

Hello Andreia,

 

Unfortunately, this option is still not available at the moment. However, a task has already been registered in our R&D team to consider and implement such a feature in future releases.

 

 

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Studio_Creatio
7.18

Hi Team,

 

I am not able to add detail (Education) record in the new section record, please see the error it is displaying on the console. 

 

I have tried compiling the system, but it didn't work.

However I am able to create records in the detail in already created records of the section.

 

Please help me in resolving this.

 

Many thanks!

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1 comments

Hello Akshit,

 

Could you please contact our support team in order to investigate your problem?

Please send us an email at support@creatio.com

 

Thank you,

Artem.

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Studio_Creatio
7.18

Hi community,

is it possible to call a procedure inside a script block in a business process ?

A postgres function can't contains commit statements.

A postgres procedure can contains commit statements.

I need to call a postgres procedure.

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4 comments

Hi Stefano,



This is how we call postgres function with parameter from process script:



Guid usrRecordId = Get<Guid>("UsrRecordId");

StoredProcedure storedProcedure = new StoredProcedure(UserConnection, "UsrSetOpportunityRights")

    .WithParameter("RecordId", usrRecordId)  as StoredProcedure;

storedProcedure.Execute();

Vladimir Sokolov,

Hi Vladimir,

I know this way, but it doesn't work with procedure.

Stefano Bassoli,

 

Hi,

 

The problem here is that the StoredProcedure class calls not stored procedures, but functions and it's so because of the fact that PostgreSQL supports stored procedures starting from 11 version. Currently there is no way to call a PostgreSQL procedure from a business process.

 

Best regards,

Oscar

As I understand, function is performed as one transaction. And if error appears, rollback will cancel all actions.

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Hi Team,

 

Please see the below screenshot : 

System users will come top to down while filling the form but since primary manager and secondary manager fields are required, they can't create record in Qualification and Awards detail first without filling the Primary manager and secondary manager fields.

 

How can we correct this that keeping the primary manager and secondary stakeholder required, it shouldn't restrict the user to create records in the details?

 

Many thanks!

 

 

 

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2 comments

We usualy make such field required on specific stages. So, it is possible to fill the details, but not possible to save in next stage until the fields are filled in

Hello Akshit, 

 

It's not possible to proceed with adding data to details on the record page before filling in the required fields on this page, it's expected behavior and as of now it cannot be changed with basic system tools. 

 

As mentioned by Vladimir, there is a workaround to make the fields required only on the specific stage of the record, so users will be able to fill in the details with data on the previous stage and on the next stage the fields will be required. 

Please find more information about this functionality in the article below and connected articles:

https://academy.creatio.com/docs/user/bpm_tools/dynamic_case_setup/case…



Best regards, 

Anastasiia

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Studio_Creatio
7.18

Hi community,

the feedback case page (021/0/Nui/Feedback.aspx?vm=FeedbackModule&token=138ce645-68ad-48ee-a24b-b7fa7ed2822d&schemaName=CaseRatingFeedbackPage) appears always in english, on my creatio instance.

There are the localization strings in the client schema "CaseRatingFeedbackPage"

What am I doing wrong?

 

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6 comments

Hello Stefano,

 

The feedback page is using your web browser settings to choose the appropriate language.

For example, if the browser language is set to English - the feedback page will be in English, if the user uses Russian - the page will open up in Russian, and so on.

 

Thank you,

Artem.

thank you Artem

Artem,

How does the URL of the feedback page is generated, I'm referring to the root URL (mysite.creatio.com/0)



I have set a system setting "SiteURL" to "mysitegateway.creatio.com" but it takes mysite.creatio.com in the smiley links.



But mysitegateway.creatio.com is configured using a proxy server for on-premise setup.





Best regards,

Bhoobalan Palanivelu.

hi Bhoobalan

check the PortalSiteUrl system settings value

 

Stefano Bassoli,

It's empty.

Does this PortalSiteUrl have to be populated as well, same as the "SiteURL" value?



Best regards,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

You have to compile both field with

https://mysitegateway.creatio.com/0

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