Owner | Community Creatio

Question

15:00 May 17, 2023

In Activity we wanted to filter owner field . currently all users are showing in the list but we need only to show active users ?

I try to add an attribute in the ActivityPageV2 but it does not work unlike in the contact section

       attributes: {

           "Owner": {

               // Attribute data type.

               "dataValueType": Terrasoft.DataValueType.LOOKUP,

               "lookupListConfig": {

                   "filters": [

                       function() {

                           var filterGroup = Ext.create("Terrasoft.FilterGroup");

                           filterGroup.add("IsUser",Terrasoft.createColumnIsNotNullFilter("[SysAdminUnit:Contact].Id"));



                           filterGroup.add("IsActive",

                                           Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,"[SysAdminUnit:Contact].Active",true));

                           return filterGroup;

                       }

                   ]

               }

           },

       },

2 comments

Dmytro Vovchenko

11:56 May 22, 2023

Hi,

Your code doesn't work on the Activity page because it has additional logic to owner filters.

In order to make it work you need to override method _applyLookupListConfigToOwnerColumn in the ActivityPageV2 and make it empty:

           _applyLookupListConfigToOwnerColumn: function() {

               return false;

           }

Safa Ghandri

19:00 May 22, 2023

Thank you

Show all comments

Question

Pervious owner of a record

Ivan Rares Marian

14:57 Mar 28, 2023

Hi!

I want to create a process witch sends emails when the owner of a lead is changed. I have to send the email to the current and the last owner and I have an issue about getting the previous owner.

Do you know how I can get to the previous owner of the led into the process?

I want to mention that the pervious owner can be changed multiple times.

Thank you,

Rares Ivan

2 comments

Best reply

Bogdan

11:49 Mar 29, 2023

Hello Ivan,

In a business process, you cannot know the previous value because a new version has already been saved. So as a workaround you can add a new column and save there an old value when saving an object. After that, you can deal with both new and old values in a business process.

Bogdan

11:49 Mar 29, 2023

Hello Ivan,

Ivan Rares Marian

14:28 Mar 29, 2023

Bogdan,

Thank you, Bogdan!

Show all comments

Question

Owner

Activity

Sales_Creatio_enterprise_edition

7.18

how to select any contact as owner when creating new activity

Moheman

15:13 Jun 22, 2022

how to select any contact as owner when creating a new activity, I tried to change "ShowAllContactsAsOwner" feature to true but still, I can't select only system user contacts

1 comments

Gleb

22:57 Jun 22, 2022

Hello Moheman,

usually, all the users under the All employees role can be set as owners.

Please note, that custom filters can also cover up users from being added to the owner field.

You can find more information about creating activities here:

https://academy.creatio.com/docs/8-0/user/crm_tools/activities/create_a…

Regards,

Gleb.

Show all comments

Question

Auto informative mail sent to owner in Campaign Flow

Ismet Sinan Ekici

17:09 Feb 03, 2022

Is there a way to send a notification email to contact owners when specific contacts are participating in any of the campaign step? For example, I want to send a notification to owner when a mail sent to a contact is opened. I am trying to stick with only campaign section and campaign flow edit, using campaign elements.

1 comments

Dariy Pavlyk

18:15 Feb 04, 2022

Dear Ismet,

using the campaing elements this would be not possible, you would need to use a business process for this. You can create a signal that will be triggered by the condition that you desire. After that you can create in the business process an email that will be automatically sent to the contact owner. Business process designer article: https://academy.creatio.com/docs/user/bpm_tools/business_process_setup/…

Signals article:

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

Business process event:

https://academy.creatio.com/docs/user/bpm_tools/business_process_setup/…

Thank you for contacting us.

Show all comments

Question

Outlook

Owner

synchronization

CREATIO-OUTLOOK CONTACT SYNC

Kavian Abhari

20:30 Oct 21, 2020

Hi,

Is there any workaround to allow all users sync contacts to Outlook, despite the owner of the record?

1 comments

Angela Reyes

15:02 Oct 22, 2020

Dear Kavian,

As for now, there is no such functionality. R&D team responsible for this functionality is already working on implementing it in the future releases.

Best regards,

Angela

Show all comments

Question

Assign record ownership to an organizational department

Kavian Abhari

21:54 Sep 10, 2019

Hi folks,

Is there any possibility to assign an organizational role as an owner? Fir example, a sales rep will send an opportunity to Collection department, so the access permission "round robin" changes to Collection department, instead of an employee.

Thanks

1 comments

Dean Parrett

19:46 Sep 13, 2019

Dear Kavian,

It is not possible to assign the role as an owner. The owner should only be some user's contact. However, you can assign some contact from the required organizational role and create the process that would read the owner's role and give the access to the record for the whole organizational role. So basically once the owner is assigned, the rights will also be distributed to the members of his role. Thus at least the role will be able to access the record.

The other solution would be to create multiple lookup fields based on the contact object where you will be able to select multiple users from some particular role to operate with them according to your business logic.

Best regards,

Dean

Show all comments

Question

Set one of the functional roles of the organisation as the owner of the activity task

aaykay

08:49 May 31, 2019

Hi,

I am trying to set-up the activity tasks and the owner of that activity, as in the users who get notified of that activity, should be the users who belong to one of the functional roles in the organisation.

Question 1: Is it possible to do that?

Question 2: How to do that?

P.S. I did try inputting one functional role from the lookup Roles(view) but then the process goes into the ERROR stage when it reaches that task.

6 comments

Anastasia Polo

10:21 May 31, 2019

Hello!

Could you please specify, how do you want to notify about the task? Did we clearly understand - you want to notify both owner and other users, which belongs to one of the functional roles? Maybe you can attach a screenshot of your business process?

Best regards,

Anastasia

aaykay

02:41 Jun 03, 2019

Anastasia Polo,

In the process below, I want to all of the users of a functional role to get notified of the task and then anyone can go in the record and perform the task.

Can that be done?

Regards,

Anastasia Polo

21:01 Jun 03, 2019

Hello!

It is possible to set up a described process. Firstly, use please "Add data" element instead of "Perform task" element http://prntscr.com/nx4e36, after that use another "Add data" element with such settings http://prntscr.com/nx4gcc, http://prntscr.com/nx4glm. This part of the business process will create an activity and send a notification for users of the chosen functional role (System administrators in the example). If you want to continue the business process running after completing an activity, use the "Wait for signal" element http://prntscr.com/nx4jqd.

Best regards,

Anastasia

aaykay

05:40 Jun 04, 2019

Hi,

Thanks for your response.

I didn't try it yet but looks like it should work.

Thanks again. :)

aaykay

09:02 Jul 18, 2019

Hi,

I am trying this now for one of our clients but it's not giving any notification for the selected roles.

Attaching the screenshots of the Process and the Process log. You'll see that the process did run but it did not give the notification to the users in the roles selected.

Process: https://prntscr.com/ogm9iq https://prntscr.com/ogm9g4 https://prntscr.com/ogm9dj https://prntscr.com/ogm9a1 https://prntscr.com/ogm94q https://prntscr.com/ogm8zn

Process Log: https://prntscr.com/ogm9ok

Regards,

Anastasia Polo

14:32 Jul 18, 2019

Hello!

To resolve this issue we need access to this process. Please submit a case to the support team (support@bpmonline.com) and we will investigate the issue.

Best regards,

Anastasia

Show all comments

Subscribe to Owner