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Studio_Creatio_enterprise_edition
8.0

Hi.  We are using the Excel add-in to create a spreadsheet and attach it to an email.

Is there any way to create a link in a cell?  We have the Opportunity # listed in the spreadhseet, and it would be handy if the user could just click the cell and open that Opportunity in Creatio directly.

I know I can open Excel and create a hyperlink like Oppy-123456 but can this be created in the Excel add-in somehow?

Thanks
Rob

 

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You could likely add a formula using the Excel HYPERLINK function in the template for the Excel report. 

Essentially, create a template for the Excel report. In the Excel report you'd have a column for the record Id. Then use that Id in the formula to create the hyperlink. You could hide the column for the Id as well. If you've not created a template for an Excel report before I have some info here.

Ryan

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business-process
sysfile
troubleshooting
issue
generate_document_failing
0_bytes_file

Hi Community,

I am experiencing an issue with a business process in Creatio where the Generate Document (Generate Report) node is not generating the document correctly.

The process executes without throwing a visible error, however:

  • No document file is generated as expected (0 bytes),

Bussiness-process issue

 

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As a result, any subsequent logic that tries to read the generated file fails, since the document content does not exist.

Additionally, we have a node in the process that modifies the SysFile entity. This implementation is necessary for document control purposes. Until last week, this configuration was not affecting the process; however, we have noticed that it is now preventing the file from being generated in the Attachments section.

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Has anyone experienced a similar issue or knows what might be causing this behavior and how it can be resolved?

Thank you in advance for your support.

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approval
Sales_Creatio
8.0

Hello community,

Does anybody know if there's a kind of connector between Creatio and Teams, that can be used for approval notification? For instance, if some approval is requested, Creatio pushes the user via Teams, user approves | rejects visa directly inside Teams notification, and the result is transferred back to Creatio.

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Hi there,

I need some assistance with a use case where we want to send a word report via email that includes images.

To achieve this, we created a custom object that contains an Image column with the data type set to Image. We also tried using an Image Link data type as an alternative. However, when we created the report including these two columns and ran the process, we encountered an error.

Image

When we removed the Image data type column, the report was generated successfully. For the Image Link data type, only the image name appears instead of the actual image.

Image

For image-link data type as a column, we developed a custom web-service that first insert into 'SysImage' then add inserted Id to image-link column to map with SysImage object. That's also not working

Based on our observations, it seems that the Image data type may not be supported in the report. Could you please help us with a solution or assist in troubleshooting this issue?

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Hi!

I recommend checking the posts below , where you can find instructions on how to add an image to the printable: https://community.creatio.com/questions/attachments-images-printables
https://community.creatio.com/questions/report-setup-image-attachment  

Hi Kate,

I tried using your solutions but still not getting image. Please advise
Image

 

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Hi Community. 
I have a need to allow users to only manage certain lookups, but I don't want to grant them the "CanManageLookups" operation to be able to change any lookup

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