Hello,

The way to convert Leads to Opportunities, when you are working with (creating) a new customer, is a little convoluted. I have to click on the Lead, hit save, hit converted etc. Has anyone written a business process to make that more streamlined or automatic?

Thanks,

Matt 

Hi

Within a business process does anyone know if it is possible to remove records where the same data value of a field appears more than once (distinct value) 

example data

Value A

Value B

Value C

Value A

I want to be left with unique 'Values' so one of the 'Value A' records is removed.

thanks

I recently started exploring T.I.D.E (ATF TIDE) for working with Git integration in Creatio, and I’m trying to understand how widely it’s being used in real projects.

A couple of questions I had:

• Is anyone here actively using T.I.D.E in their development workflow?
• How stable/reliable is it compared to the default SVN approach?
• Are there any proper setup guides or documentation available (especially for Git authentication and repository setup)?
• Any common pitfalls or things to watch out for?

I’ve gone through some basic setup, but I’m facing issues around repository cloning and authentication, so any guidance or real-world experience would really help.

Hi,

I am looking for a way to selectively control email notification behavior based on a Case's Business Unit.

The Requirement: For any Case created or updated within a specific Business Unit, I need to ensure that individuals in the CC field do not receive automatic email notifications (Case Acknowledgements). Only the Primary Contact should receive the email.

What I’ve tried: I found the system setting: "Send automatic notifications only to contact." While this works perfectly to suppress CC emails, it is a global setting that affects the entire organization. I need to keep CC notifications active for all other Business Units.

The Challenge: Since this is a global system toggle, I cannot find a way to apply it conditionally.

My Questions:

1. Is there a way to scope this system setting to a specific Business Unit without affecting the whole environment?
2. If not, what is the best practice for overriding the default notification engine for one specific BU?
3. If I have to disable the global setting and use custom flows instead, how do I ensure it doesn't trigger duplicate emails for the other Business Units?