I have a Microsoft Form with a survey, and I want to send the data into Creatio using Power Automate and a Creatio webhook.
I only have Sales and Service licenses — is this still possible?
When I followed the instructions in this Academy article, I wasn’t able to find Data import → Web forms and pages in the top right. I assume this is because I don’t have a Marketing license.
I can access Web forms and pages directly from the Marketing workspace and was able to get a webhook URL, but it’s not linked to a specific object, so I’m not sure what it’s for. The webhook I need is for a custom object that’s not even a section — it’s just a detail.
I want to create a dashboard on our Creatio home page that shows me the accounts per owner. The data is displayed correctly on the edit page. However, when I save the edit page and reload Creatio, no data is displayed on the home page. When I open the edit page, the data is there.
The dashboard works with other databases. Apparently, the problem lies with the accounts.
is there a way to hide the delete menu, or even better hide the kebab menu icon off an attachment gallery on record pages BUT only on certain (1) stage only. I am also looking into the option of throwing alert when the user is on stages on which they are not allowed to delete. Guidance will be greatly appreciated!
If multiple authentication providers are set in single-sign-on configuration, users must select their one in the login page (there's a link for each authentication provider below the "LOGIN BUTTON"):
Usually a Creatio user doesn't even know what an authentication provider is and he doesn't know what to click in login page.
How can Creatio be accessed specifiyng in the URL what authentication provider should be used?
Hi All, I have to export data from Creatio. the largest table has 1.1 million records and obviously 150 K records that have attachments and objects in rich text control (Notes and attachments). I am hoping you may point me in the right direction if you have or encounter such a need. Thank you in advance.
Unfortunately, it is currently not possible to export records from the Attachments detail using the bulk export function. Please be assured that our R&D team is aware of this limitation and is already working on implementing such functionality in future system releases.
Regarding the bulk export of records, let us provide a bit more detail on how the export process works. Records are exported in batches, and the size of each batch is determined by the system setting “ExcelExportBatchSize.” For example, if you export 100,000 records and the system setting “ExcelExportBatchSize” is set to 10,000, the system will export 10 batches of 10,000 records each. In the end, you will receive one file containing all 100,000 records, so there is no difference for the end user.
Also, you can add a new system setting with code "ExportToExcelTimeout" to control the amount of time the system will try to complete the Excel request. This system setting should be created in the "System settings" section, with the following configuration: The time specified is in milliseconds. We recommend setting the value to 30 minutes (1,800,000 milliseconds), and if this is not enough increase slightly. Please note that system settings can only be created from system administrator user or Supervisor.
