We thought on overriding the logic of the crt.DownloadEntityFileRequest request, but the handler doesn't trigger upon clicking the file. I will ask our R&D team to make it possible to control the download of files out-of-the-box and do it in the nearest releases.
Thank you for the swift response. Since overriding is not possible as of now, is there any way to disable the link? Something similar to the Classic UI diff value "showValueAsLink" : false?
I have a requirement for an HR application regarding searching in the attached files. The use case is that the recruiters want to be able to search in the attached CVs in Creatio (like typing "JavaScript" in the search bar, and Creatio should list every attachment containing "JavaScript").
Unfortunately Global Search functionality cannot be applied to the attachments for now.
We've registered a query for our responsible R&D team to implement such functionality in the upcoming releases but due to complexity of the task there is no specific ETA as of now.
I need to make file attachment mandatory in Lead object (Attachments and notes) at Sales in progress stage. If there isn't any file attached I need to prohibit user to go to the next stage. Any suggestions?
In order to achieve the goal, you can use a business process in the case, which will check the "availablity" of the files and links to the details of the specified section.
That will be nice to use in the business process the following element:
"read data", which will read the object "file and link <section name>" according to the filter <section name> = id of the transfered record.
After that, using the formula, you will be able the check the availabillity of the files the the records of the corresponding section.
Hello, thanks. Yes, I have done the check of file in that way, but after check is done how can I prohibit user to proceed to the next stages without file. Only manual transition is allowed between stages.
I am so sorry for misunderstanding. Currently such an option can't be achieved but i am sure we will do our best to add such a feature in future releases.
Yana, you can achieve this in a business process in front end when the stage is changed and the file is missing then you roll back to the previous stage and you can also show a popup to the user that the file is missing.
This issue can happen if a user works in a mobile application in an online mode while their connection is not stable.
Meanwhile, it would be better for those users who are working from mobile with a bad connection to stay in an offline mode and sync their apps when the connection gets better.
Please contact our support team - if the issue still reproduces.
Bulk/trigger emails are not supposed to have files attached to them since the email provider can reject sending this email. The only way to have a file (for example pdf file) being attached to an email if it is a trigger/bulk email - is to put this file as a link to a body of an email. Your file should be stored in some public storage that can be accessed by anyone and the link to it will be like this https://test_storage_system/$File/TestSheet.pdf. But if you put this link to the body of an email - recipients will get an error when opening it. So you need to use the OpenElement parameter at the end and make the link look like this
https://test_storage_system/$File/TestSheet.pdf?OpenElement. As a result, users will see opened pdf documents (which they can download after that) that can be accessed from your bulk/trigger email.
Bulk/trigger emails are not supposed to have files attached to them since the email provider can reject sending this email. The only way to have a file (for example pdf file) being attached to an email if it is a trigger/bulk email - is to put this file as a link to a body of an email. Your file should be stored in some public storage that can be accessed by anyone and the link to it will be like this https://test_storage_system/$File/TestSheet.pdf. But if you put this link to the body of an email - recipients will get an error when opening it. So you need to use the OpenElement parameter at the end and make the link look like this
https://test_storage_system/$File/TestSheet.pdf?OpenElement. As a result, users will see opened pdf documents (which they can download after that) that can be accessed from your bulk/trigger email.
'Save Printable' (keep in mind that we tried with a script first but we switched to this for ease of use)
Whenever we trigger our business process manually, the pdf gets created automatically. Whenever the BP gets triggered by the portal, the attachment doesn't get converted. We still use the same BP with the same values.
We call the invoice through API and set it to "Complete". As soon as this happens, we trigger the following flow which is the subprocess: https://prnt.sc/zz2uut
Here we have the "save printable" block.
Everything works except when the status is set to complete through the portal API.
Regarding the second issue, we need you to run a check-up and get back to us with the results.
Please set the printables generation to .docx printables in the subprocess in the 'Save printable' element. Run the business process and tell us if a .docx printable is successfully generated when the BP is triggered by the portal.
If we set the processs to docx, everything works. Right now, when we change the generated pdf (through portal) file to ".docx", we can open it in word.