Hi everyone, We have installed the Mailbox section for Creatio (https://marketplace.creatio.com/app/mailbox-section-creatio) for a customer however we have run into an issue. Every time we try to add it, we get a 400 bad request in the browser console, and it does not get added. Clearing the browser cache doesn't seem to do anything as we can still reproduce the issue Has anybody experienced this issue before or knows of a workaround? Any assistance would be appreciated!

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Harry,

 

can you please go to the Workplace setup, delete any existing Section, save, then add it again along with the Mailbox section?

 

Please, let us know whether it helped.

 

Kind regards,

Gleb.

Hi Gleb,

 

Thank you for the suggestion, it is appreciated.

 

We have attempted your solution and unfortunately it doesn't resolve this issue.

 

Any other potential solutions are appreciated.

Dear Harry,

 

unfortunately, it is difficult to analyze the problem in such a way.

I would recommend creating a case for the Support team so we can take a closer look at the issue.

 

Regards.

Gleb.

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Hello Creatio Community !

Is it possible to add a mini page in Portal ?

I want to add the mini-page of creating an Application in portal. Printscreen below

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Hello,

Currently there is no oob functionality that can allow to use mini pages for portal users and it cannot be changed with basic system tools. 

We already have a query registered for our responsible R&D team to consider implementing this functionality in the upcoming releases.

 

You may consider implementing this functionality with a help of development, please find more information in the below article:

https://academy.creatio.com/docs/developer/interface_elements/mini_page…

Best regards,

Anastasiia

Thank you Anastasia !

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Hello Creatio Community!

I can not acces the Portal. This happens when I try to login as e Portal user. Printscreeen below 

This is time-sensitive. Thank you in advance 

Petrika

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Petrika,

also, please check if the "State of feature" is included in the lookup and that both "Feature" and "AdminUnitFeatureState" have operation permissions enabled in the Object permissions section.

 

Best regards,

Max.

Hi Petrika,

 

Please make sure that both the "EnableCustomPrefixRouteApi" and the "UsePortalDataService" features are active in the system. To do that,

run this script:

 

select * from AdminUnitFeatureState where FeatureId = '17ED5BE9-CA87-42A4-A761-3466DBABF925' or FeatureId = '45D7102E-42D5-4E61-ADF8-77F00CD2F3E8'

 

Please note that the FeatureState column needs to be equal 1 and the SysAdminUnitId has to be equal '720B771C-E7A7-4F31-9CFB-52CD21C3739F'

 

The "EnableCustomPrefixRouteApi" feature enables web services custom routing and restricts SSP user access services without the /ssp prefix.

And the "UsePortalDataService" one divides services into the portal and non-portal ones.

 

Best regards,

Max.

Max,

Still doesnt work Max. Select query

Result

Still the 403 response

What should i do ?

 

Petrika,

 

In the inner web.config file please check the following line:

<add key="UsePortalDataService" value="true" />

it needs to be set to true.

Also, please check the "List of objects available for portal users" lookup if the "Bpm’online functionality" is included in it.

 

Best regards,

Max.

Petrika,

also, please check if the "State of feature" is included in the lookup and that both "Feature" and "AdminUnitFeatureState" have operation permissions enabled in the Object permissions section.

 

Best regards,

Max.

Thank you very much for the professionalism Max.

Feature and AdminUnitFeatureState didnt have permissions. This solved the issue.

Best Regards Petrika

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Hello Creatio Community!

I want to change the text that appears in this pop-up, "Detail Product Terms is not filled". This pop-up appears when i click save and one of the product terms is not filled.

I have also seen in the SysTranslation table and i havent found it.

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Hello Petrika,

 

Unfortunately, It is not possible to change the text in the error message. The problem here is that the schema that defines it is very hardcoded in the application core. It is not possible to replace and modify it. 



Best regards,

Bogdan

Thank you Bogdan ! Best regards

Petrika,

 

Assuming the field is a text field, you can try the following custom approach in client page schema.

 

1. Make the field not required in the section wizard.

2. In the client page schema, add the following code in the methods:

methods: {
	// Redefining the base method initiating custom validators.
	setValidationConfig: function() {
		this.callParent(arguments);
		this.addColumnValidator("UsrProductTerms", this.ProductTermsValidator);
	},
	ProductTermsValidator: function(){
		var invalidMessage ="";
		var ProductTerms = this.get("UsrProductTerms");
		if(ProductTerms.length != 0){
			invalidMessage ="";
		}else{
			invalidMessage = "Product Term is required in order to proceed"; //Put your custom message
		}
		return {
			invalidMessage : invalidMessage
		};
	},
},

Now you can see your custom validation message. Similar approach can also be used for fields of type Lookup, Date, Integer etc.

 

Regards,

Sourav Kumar Samal

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Hi Team,



I have followed a below setup to register a case automatically  from emails.

https://academy.creatio.com/docs/user/service_tools/service_cases/case_settings/set_up_case_registration_from_emails_from_mailbox_alias



I configured a mail box and when a mail received, a new case is Created.



I see that this business process runs to send a notification when a case is created.

BP - Incoming email registration process 



when a case stage is changed, I noticed that this business process triggers 

BP - Send email to contact on case status change, this is linked to another Sub-Process BP - Send email to case contact.



Here, I would like to send the email only to the contact from whom a mail is received to Creatio CRM instance. All the CC has to be removed?



How to achieve this?





Scenario : MAIL Notification is sent only to the sender not to the people in CC



STEP 1 : support@MyCreatio.com ---> configured in Creatio CRM Instance

 

STEP 2 : A user (From : TestUser@Company.com , CC : TestUser1@Company.com, TestUser2@Company.com) sends a mail to support@MyCreatio.com asking for a clarification/request.



STEP 3 : A new case is created and a notification is sent to the user who created a request (i.e., From : Support@MyCreatio.com, TO :  TestUser@Company.com, CC : TestUser1@Company.com, TestUser2@Company.com).



Here, I want to remove the CC and the notification is sent only to  TestUser@Company.com from whom the request is created.





Please find the attached image below for reference,

 

 

 

Best Regards,

Bhoobalan P.

 

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4 comments

Hello Bhoonalan, 



Please enable Features CasesOnlyRespondToSender  and SendOnlyToContactEmail .  For MSSQL, use following script:



DECLARE @featureCode varchar(max) = 'Feature code',

 @featureId uniqueidentifier;

set @featureId = (select top 1 Id from Feature where Code = @featureCode);

IF @featureId is null

BEGIN

 insert into Feature

  (Name, Code)

 values

  (@featureCode, @featureCode);

 set @featureId = (select top 1 Id from Feature where Code = @featureCode);

END;

delete from AdminUnitFeatureState where FeatureId = @featureId;

insert into AdminUnitFeatureState

 (SysAdminUnitId, FeatureState, FeatureId)

values

 ('A29A3BA5-4B0D-DE11-9A51-005056C00008', 1, @featureId);



This script enables the feature , or creates the feature if it's not created on your instance 



Also, please enable sysSetting AutoNotifyOnlyContact.



Best Regards,

Yurii.

Yurii Sokil,

Thanks for the response!



I ran this query but I couldn't find the following two codes casesOnlyRespondToSender  and SendOnlyToContactEmail  in Feature table & AdminUnitFeatureState.



Kindly help me with where can I find the mentioned field values?

1.CasesOnlyRespondToSender  

2.SendOnlyToContactEmail  

Dear Bhoobalan, 



If you cannot find this codes, it means that the record for that feature doesn't exist in the Feature Table. 

Using the query i provided you can update the feature if it exists, or create it if it doesn't. So in your case the query will look like this(i'll only show the relevant piece of code, please use the full query mentioned above) : 



DECLARE @featureCode varchar(max) = 'casesOnlyRespondToSender',

.........

DECLARE @featureCode varchar(max) = 'SendOnlyToContactEmail ',

 ...........



Best regards,

Yurii.

 



​​​​​​​

Yurii Sokil,

Great, Appreciate your assistance!



This helps and also can you please help me with reverting the changes to the previous or existing ones.

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Hi Community,

 

When we download a printable, first the printable is downloaded and later we are manually clicking on the downloaded printable to view the content.

 

Question : is there a way on clicking of the printable, we open the pfd/word document instead of downloading it/parallelly the printable is downloaded and viewed instead of manually clicking on the downloaded document?

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Hi Amritha,

 

There is no option to preview or open the printable report without downloading the file itself. Theoretically, it is possible to develop custom preview of the report in the application, but it would be quite a complicated development task. Unfortunately, we do not have any examples of such implementation.

I will register your idea in our R&D team backlog, it might be available in future application versions.

 

Regards,

Dean

Dean Parrett,

Is is possible to open the downloaded printable automatically post downloading it instead of manually going to downloads and clicking on the downloaded printable?

 

Amritha Mayan Gorky,

Yes, but this question relates more to your browser. For example in Chrome, there is an option to open files of some certain type automatically after the download. After downloading the file, select Always open files of this type option. Next time when downloading Word file, like in my case, it will be opened automatically.

 

Regards,

Dean

Hi Lori Keller,

 

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.  

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Hi Community,

 

We are trying to add new contact via Email but there are few fields which are made mandatory in the contact section and without those field values, contact is not being created.

 

For Eg: the “Type” field is mandatory in the contact section but in the email even if we select enrichment from the incoming email, we won’t get that data for the "type" field. 

 

Question : In that case, what can be done to add the mandatory fields also while adding a new contact from an email?

 

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Hi Amritha,

 

You can use this option when adding a contact upon record creation and then choose the contact type manually:

Also you can set some value for the contact type as a value by default in the "Contact" object settings for the "Type" column:

And as a result the contact will be automatically created with the "Type" column value being filled in.

 

These two approaches are easier than replacing the ContactEnrichmentSchema, adding the ContactType attribute and column into the modal window that is opened when enriching the contact.

 

Best regards,

Oscar

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Hi Community,

We are trying to add a inline editing/adding of data for a detail. With the academy link : https://academy.creatio.com/documents/technic-sdk/7-16/adding-detail-editable-list , was able to add the editable list. But the number of fields in the detail is more than 8.  As we can’t have a editable for tiles view.

 

Is there a way to add more column in "select fields to display" and How can I add horizontal to this "select fields to display" in the settings page?

 

Also, how to add horizontal scroll in the mail detail page to scroll and add content if there are more columns?

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Hello Amritha,

 

To add more columns to the "Columns setup" they should be added to the detail object directly and then they will become available in the "Columns setup". Starting from 7.16.4 horizontal scroll in the column setup is available out-of-the-box so please update your app to 7.16.4 to get needed functionality without additional development. As for adding the scroll to the main detail - I am not sure if it is possible since properties like "overflow-y" or "scroll-padding-top" are CSS properties that can be theoretically added to the grid wrap of the detail data grid, but it would be easier to use the "Show more" option at the bottom of the detail rather than developing custom CSS and connecting it as a separate module to the detail schema.

 

Best regards,

Oscar

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Hi Community,

I am trying to create a new lead and qualifying it, to create a new contact & account but when i am trying to create another lead with the same account name and contact name, later qualifying it.  Duplicate contact and account is getting created via the OOB lead management and lead qualification process, is it possible to link it to the existing account and contact.

 

Scenario: 

1.We create a new lead providing all the mandatory field data and later qualify the lead.

2. A new account and contact gets created and it is linked to the lead.

3. Create another lead with the same account name and contact name.

4. Qualify this lead also.

5. OOB process lead management and lead qualification process starts

6. It creates a new account and contact

 

Question : is it possible to link the lead to the existing account and contact instead of creating a duplicate account and contact.

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Dear Amritha,

 

You can modify the OOB business process and add a search for an existing contact - the process is called Lead qualification. Feel free to modify it according to your business tasks! Make sure to update the Lead management process system setting after a new version of the process is created. 

 

Best regards,

Angela

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Hi!

When i publish my changes the system (7.16.3.1473) pop up this message/warning:

FacebookMessagingService.OmnichannelMessaging.cs | 49 | 
This async method lacks 'await' operators and will run synchronously. Consider
using the 'await' operator to await non-blocking API calls, or 'await Task.Run(...)'
to do CPU-bound work on a background thread.

Can you help me to fix this, please?

Thx!

 

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4 comments

Hello Wolf, 

 

This warning message appears because there is no await operator in the RegisterFacebookMessenger async function of the FacebookMessagingService schema (the await operator is actually presented in this function but is commented and as a result, the compilator returns a warning). Please ignore it since it doesn't impact the system functionality at all. We have already created the request for our R&D team to review the logic of this schema and apply changes to it to remove the warning message in further releases. 

 

Our apologies for this inconvenience!

 

Best regards, 

Olga. 

Hello Wolf,

 

There is a system setting you can change to ignore compiler warnings (you’ll still see errors). See https://customerfx.com/article/turning-off-compiler-warnings-in-creatio…

 

Ryan

Olga Avis,

thank you for your reply. 

 

No problem. :)

 

Best regards,

Wolf

Ryan Farley,

Hi Ryan,

good to know, thanks.

 

Wolf

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