Время создания
Filters

Hi everyone

I'm trying to install the on-premise enviroment on my local machine and I have a problem, I started my instance with IIS and shows me the login page normally, but once that I login, the shell page is blank, I don't know if I am doing something wrong or if I need to do an extra step, thank you

Error image

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Is there a simple way to filter a dropdown to show only those contacts that belong to a particular Role?

I have explored several common approaches, but none have provided the ideal, straightforward method:

  1. No-Code Filtering by Contact Folder: Attempted to create a static "Reviewers" folder in the Contacts section. However, this doesnt seem to work for filtering with Freedom UI.
  2. Business Rules in Page Designer
    • Field‑level rules only expose “Make required” / “Read‑only” / value‑copy actions, no lookup‑filter.
    • Page‑level rules let me “Apply static filter,” but they don’t list Folder or FolderId, or any path through SysUserInRole.
  3. Custom Data Model (Object/View):
    • Using a custom object with BaseLookup as its parent forced a mandatory 'Name' (text) field for the lookup value itself, which isn't suitable for directly linking to a Contact record and requires extra, redundant user input.
    • Using BaseEntity as the parent required adding an extra display field (a lookup to Contact) and the dropdown would store the ID of our custom object record, not the Contact.Id directly, making it less intuitive and adding an unnecessary layer.

Is there an out‑of‑the‑box no‑code way in Creatio Freedom UI to filter a lookup dropdown by all users in a given Role (without creating a separate lookup table or writing custom page schema JSON)?

If that’s not supported today, what’s the best “no‑code” or “low‑code” pattern you’d recommend to maintaining a dynamic list of Reviewer users (ideally driven by Role membership or using a custom object)

Thanks in advance for any guidance or creative alternatives!

 

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Hello 
To achieve this in a Contact folder, create a dynamic filter that targets contacts linked to system users who are members of the "Reviewer" role. This is done by referencing the “System administration object” associated with the Contact and ensuring that it has a user type of 4 (standard user) and that it is part of the “Reviewer” role through the “User in roles” relationship. The folder will then automatically include all contacts whose users match these criteria, keeping the list dynamic based on role membership.
Please Refer to the Screenshot

Hello 
To achieve this in a Contact folder, create a dynamic filter that targets contacts linked to system users who are members of the "Reviewer" role. This is done by referencing the “System administration object” associated with the Contact and ensuring that it has a user type of 4 (standard user) and that it is part of the “Reviewer” role through the “User in roles” relationship. The folder will then automatically include all contacts whose users match these criteria, keeping the list dynamic based on role membership.
Please Refer to the Screenshot

Thank you. That worked.  I had to ensure that the Lookup for the Reviewer field was set to Contact, after which I was able to see the System Administration Object and proceed with the rest of the steps in the diagram.

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foreign
key
constraint
Error Message
Studio_Creatio
8.0

Hello all,

I am having difficulty reading foreign key constrain errors on cloud instances of Creatio. Everything I find says I need to execute a command in a SQL console which I don't have access to just to get something more helpful than "foreign key constraint error" Is there no lookup I can access to read the errors? Why are they so vague?

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That is a database level thing, so can only be read from the directly from the database:

To see it on a cloud instance, you can use Clio Explorer to execute the SQL statement to see what the constraint references. See this article for help setting Clio Explorer up (once all setup and installed, you can use it's Execute SQL function): https://customerfx.com/article/how-to-install-clio-explorer-for-creatio/

As for the query to determine the foreign key error details, see: https://customerfx.com/article/troubleshooting-constraint-violation-errors-in-creatio/

Ryan

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Business Process
open edit page
tasks
FreedomUI
Service_Creatio
8.0

Hello,

I have a business process that opens an existing record. The Open Edit Page is set to mark the element as completed when the record is saved and the progress bar is set to save the record on stage change. 

But the business process task is not removed from the list after the stage changes, and the record is saved. The only way to remove the task from the list is to click the Save button on the page.

Is there a way to mark the business process task as completed when that happens? Or even better not to create a business task at all when using the Open Edit Page? 

Thanks,
Jose

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custom
Studio_Creatio
8.0
ProcessModuleUtilities
#BusinessProcess

Hello,

I want to call a business process from a custom component which I am developing using the remote module.

I have seen that I need to use ProcessModuleUtilities to achieve that. Now, how do I get this ProcessModuleUtilities in my remote module?

I checked in the npm registry to install using npm but its not there.

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For a remote module, it would be better to use the devkit SDK to execute the process. See examples here: 

Starting a process

Starting a process and getting process parameter results back

Ryan

For a remote module, it would be better to use the devkit SDK to execute the process. See examples here: 

Starting a process

Starting a process and getting process parameter results back

Ryan

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