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Auto-number_sequence_generation_not_working_in_Creatio_Online_environment
Studio_Creatio
8.0

Hello,

We are importing data from an external ERP system and creating records (e.g., Orders / Invoices) via backend code. These objects have an auto-number column (“Number”) configured with a prefix such as ORD- or INV-.

We attempted to generate the next auto-number value by querying the database sequence directly using SQL like NEXT VALUE FOR based on the column UID. This approach works in some local environments but fails in Creatio Online. The query either throws an error or does not return the expected value.

Below is the code we have written for next sequence:
 EntitySchema entitySchema = userConnection.EntitySchemaManager.GetInstanceByName(objectName);
                    var numberColumn = entitySchema.Columns.GetByName("Number");
                    string sequenceName = numberColumn.UId.ToString();
                    
                    long nextValue=0;

                    try
                    {
                        string sql = $"SELECT NEXT VALUE FOR dbo.[{sequenceName}]";
                        
                        using (var dbExecutor = userConnection.EnsureDBConnection())
                        {
                            using (var reader = new CustomQuery(userConnection, sql).ExecuteReader(dbExecutor))
                            {
                                if (reader.Read())
                                {
                                    nextValue = reader.GetInt64(0);        
                                }
                            }
                        }
                    }
                    catch(Exception ex)
                    {
                        
                    }

The trail online version of Creatio is "8.3.2.4199". 

What are we missing here?

Any help would be appreciated.

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Hi,

In Freedom UI, in the Print Report action, the list of available reports does not appear to be ordered alphabetically. The order seems random.

Is there a way to control or configure the sorting of the report list?
Can it be set to sort by name or another specific field?

Thank you!

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#email
Studio_Creatio
8.0

Hi All,

We are trying to autofill To and From in email from Creatio. We designed business process to read To and From email from contacts. We are using mini email template. How can we auto-populate to and from in the business process? Thanks

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Hello,

The easiest and most reliable way to implement this is by using the Send Email element in the business process.

You can configure it as follows:

1. "From" Field:

Add the Send Email element to your business process.

In the element setup, locate the From parameter.

Select a mailbox that is configured in the Mailbox synchronization settings,
or map this field to a process parameter that contains the mailbox information (this parameter should reference the Mailbox synchronization settings lookup).

2. "To" Field:

In the same Send Email element, locate the To parameter.

Map this field to a process parameter of type Contact or Account. In this case, the system will automatically use the primary email address specified in the Communication options of that Contact or Account.

Alternatively, you can manually specify the target email address or map the field to a parameter that contains the required email value.

Additionally, you can select the required email template within the Send Email element.

Anastasiia Zhmud,

Thanks Anastasiia - Just to clarify, we need to give a button on the UI for sending emails manually to the user. I want the email mini page to open with autofilled To and From. The user can then put subject and email body and send manually. To and From parameters are not visible on the email mini page. Am I missing anything here?

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#lookup
Studio_Creatio
8.0

Hi All,

 

We are creating a pre-config page where we have two page parameters fields, one is a lookup (lookup 1) and other is multi select with another lookup. I have created a mapping of both the lookup tables. I want to filter multi select field based on the value selected in lookup 1. How can I implement this?

handlers: /**SCHEMA_HANDLERS*/[
			{
  request: "crt.LoadDataRequest",
  handler: async (request, next) => {
    // Ensure this runs only for your MultiSelect list data source
	    console.log("Current DataSourceName:", request.dataSourceName);
	   console.log("EntitySchema:", request.entitySchemaName);
    // Ensure it's the right source + schema
    if (request.dataSourceName !== "MultiSelect_ugo4wdi_List_DS") {
		console.log("Hello I am in a log box 1234");
      return await next?.handle(request);
    }
    const filter = new sdk.FilterGroup();
    // Filter where ImpStateRegion == 'State'
    await filter.addSchemaColumnFilterWithParameter(
      sdk.ComparisonType.Equal,
      "ImpStateRegion", // <-- Column in ImpStateInterestMultiselect to filter on
      "State"           // <-- The fixed value to filter by
    );
    // Workaround for Creatio DevKit filter bug
    const newFilter = Object.assign({}, filter);
	  console.log("Hello I am in a log box");
    newFilter.items = filter.items;
    // Add filter to request parameters
    request.parameters.push({
      type: "filter",
      value: newFilter
    });
    // Proceed with next handler
    return await next?.handle(request);
  }
}
		]/**SCHEMA_HANDLERS*/,
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Query_Regarding_Adding_Tags_During_Contact_Data_Import

Hello Team, 
We are currently importing Contacts in bulk using the Excel Data Import functionality in Creatio. The import process works correctly when using the Contact object.

However, we have a requirement to automatically assign a specific tag to every Contact that is imported.

Could you please confirm the following:

  1. Is it possible to assign a tag directly during the Excel data import process?
  2. If yes, which object should be used to map the tag?
  3. If not, what is the recommended best practice to automatically tag imported Contacts?

Please note that this task is performed by business users (not system administrators), so we are looking for a solution that does not require advanced system-level configuration.

We would appreciate your guidance on the correct approach.

Thank you for your support.

Nikita Pareek


 

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