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Hello,

when adding a record inline of detail list, is it possible in code to set default value for Lookup column?

Thanks.

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Here is a code sample on how I solved it, maybe it helps somebody:

handlers: /**SCHEMA_HANDLERS*/[
    {
        request: "crt.HandleViewModelAttributeChangeRequest",
        /* The custom implementation of the system request handler. */
        handler: async (request, next) => {
            if (request.attributeName === 'GridDetail_u6gv7vy_ActiveRow') {
                const activeRowId = await request.$context.GridDetail_u6gv7vy_ActiveRow;
                const gridDetail = await request.$context.GridDetail_u6gv7vy;
                const defaultType = await request.$context.SWGLookupFileType;
                gridDetail.forEach((item) => {
                    if (item.attributes.GridDetail_u6gv7vyDS_Id == activeRowId
                       && !item.attributes.GridDetail_u6gv7vyDS_Type
                       ) 
                    {
                        item.attributes.GridDetail_u6gv7vyDS_Type = defaultType;
                    }
                });
            }
            
            return next?.handle(request);
        }
    }
]/**SCHEMA_HANDLERS*/


Please change "GridDetail_u6gv7vy" name to your list name and also attribute names ("item.attributes.GridDetail_u6gv7vyDS_Id" or "GridDetail_u6gv7vyDS_Type").

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Hi team

We have a detail with list of quotes in Opportunity. We allow end users to export and import data to this detail.

We want to block the option to process import once Opportunity is in Completed stage.

Can you advise on how to achieve this? 

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Hi Everyone,

image showing update dcm button

We changed our DCM structure/case.

However it seems we need to manually click on the refresh button for all records.

Is there an automatic or a SQL method to update the DCM for all records.

Thanks

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In Creatio's email guidelines for email deliverability is advises to 'Create a browser version of your email. The users will be able to read it even if the email service has problems rendering it. Some email services, such as Outlook, support this solution' But I cannot see a way to do this in Creatio.

thanks

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Hello!

Currently, Creatio does not offer a built-in feature to automatically generate a browser version of an email. However, there is an alternative approach that can help you achieve this:

You can design your email template in HTML, and then host its HTML version on a web server or cloud storage that allows public access. This way, you can add a link in your email, such as “View this email in your browser”, which will redirect recipients to the hosted version.

Working with HTML templates gives you maximum flexibility to adapt your email design for different platforms and devices, ensuring consistent display and providing an easy way to share a browser version.

If you could share more details about your desired end result, we would be glad to provide more tailored recommendations or examples for implementation, since it will help us better understand your specific context.

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Hi Community,

I was in the process of setting up a new AI skill in Creatio, with the intention of extracting the content of a document and populating it into an unlimited-length text field on the Contact Form Page.

While the prompt was structured correctly (presumably), the AI consistently responded as if it couldn't locate the file in the attachments. I verified that the file is indeed uploaded and accessible, yet the issue persists.

Could you please advise whether file extraction via the AI skill is currently supported in this context? If so, how would you recommend structuring the prompt or configuring the action to ensure proper file recognition and extraction?

Thank you in advance for your guidance.

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Hello, 

We have clarified the information with our development department and unfortunately, at the moment Creatio Ai does not work with files. 

This functionality is indeed in the development plans. However, only from about 8.3.2+ version of the product. 

As a workaround, you can parse the files and provide them to the model in text form so that it can work with them. You can try to achieve this through third-party services or using development methods in Creatio.  For example, you can try to parse a text format file as follows:
image.png

However, unfortunately, we do not have ready-made solutions at the moment.

Best regards,
​​​​​​​Ivan
 

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