We are using a Freedom UI application and want to restrict Quotations visibility by role (e.g., R&D users should only see records with Status = Quote / R&D Review).
In Classic UI this could be done via Section access → default folder by role, but we do not see this option in Freedom UI.
Can you please confirm whether role-based default folders / section access are supported in Freedom UI?
If not, is Object permissions with conditional Read access the recommended and supported approach?
Please advise on best practice.

Hi all,

I am running a process to deserialise a JSON string from a webhook and pass the results (an email address and a state) into a sub process.

The deserialisation step works as I can see the results which have been passed into the collection of records parameter in the process log (only 1 in this sample):

Parent process
                {
            "Parameter": "Bouncebacks",
            "Value": {
                "Before execution": [
                    {
                        "email": "billy.bob@river.com",
                        "__state__": "bounced"
                    }
                ],
                "After execution": [
                    {
                        "email": "billy.bob@river.com",
                        "__state__": "bounced"
                    }
                ]
            }
        }

  I pass this collection into a sub-process but the values don't appear to pass in correctly:

//Sub process
        "Process parameters": [
        {
            "Parameter": "Email",
            "Value": {
                "Before execution": null,
                "After execution": null
            }
        },
        {
            "Parameter": "State",
            "Value": {
                "Before execution": null,
                "After execution": null
            }
        }
    ]      

  I cannot figure out why not. Any ideas?      

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

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),

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.

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.

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.