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I'm trying to display a notification badge dot on a specific tab inside a crt.ButtonToggleGroup toggle panel. Despite following the Academy docs and trying multiple configurations, the badge never appears on the tab button.
I also tried "badge": { "value": "1" } first (which is wrong per docs), then switched to "badge": { "visible": true } as documented, but neither shows any badge. The tab itself renders correctly with the icon, caption, and visibility working fine — only the badge dot is missing.

What I've already ruled out

Correct parentNextStepsTabContainer is a direct child of CardToggleTabPanel, not the regular tabs panel.

Active tab is not selected — tested by opening a different tab first so NextStepsTabContainer is not active.

for reference is correctCardButtonToggleGroup correctly references CardToggleTabPanel.

Package compiled and page hard-refreshed — full recompile done, not just save.

Questions

  1. Does "badge": { "visible": true } actually work on a tab that uses "iconPosition": "only-icon"? Could icon-only mode be suppressing the badge?
  2. Is there a known issue with "operation": "merge" not applying the badge object to an existing TabContainer? Does it require "operation": "insert"?
  3. Has anyone successfully implemented badgeConfig on an OOB (out-of-box) toggle panel by customising the existing schema? A working example would be hugely helpful.

Platform version: Creatio 8.x (Freedom UI)  ·  Docs referenced: Toggle panel customization, ButtonTogglePanel reference
What I've tried:

My current viewConfigDiff setup:
{
  "operation": "merge",
  "name": "CardButtonToggleGroup",
  "values": {
    "type": "crt.ButtonToggleGroup",
    "for": "CardToggleTabPanel",
    "badgeConfig": {
      "color": "accent",
      "offset": -4
    }
  }
},
{
  "operation": "merge",
  "name": "CardToggleTabPanel",
  "values": {
    "type": "crt.TabPanel",
    "mode": "toggle",
    "styleType": "default",
    "bodyBackgroundColor": "primary-contrast-500",
    "selectedTabTitleColor": "auto",
    "tabTitleColor": "auto",
    "underlineSelectedTabColor": "auto",
    "headerBackgroundColor": "auto",
    "allowToggleClose": false,
    "isToggleTabHeaderVisible": true
  }
},
{
  "operation": "merge",
  "name": "NextStepsTabContainer",
  "values": {
    "type": "crt.TabContainer",
    "caption": "#ResourceString(NextStepsTabContainer_caption)#",
    "badge": {
      "visible": true
    },
    "icon": "task-tab-icon",
    "iconSize": "large",
    "visible": true
  }
}
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Is_it_possible_to_access_the_currently_opened_page_Schema_Id_or_Schema_Name_inside_a_Creatio_AI_Skill/Agent
similar_to_how_we_can_access_the_current_Record_Id?

Hi ,

I am able to read the current Record Id from Creatio AI Agent/Skill context.

Is it possible to also read the currently opened page Schema Id or Schema Name inside an AI Skill/Agent?

Example:

  • I open a Contact record page.
  • From the AI Skill, I call an Agent.
  • The Agent should identify the current page schema/object schema (Contact) and pass that Schema Id/Schema Name to a Business Process.

Currently, I can get only the Record Id, but not the Schema Id/Schema Name.

Has anyone implemented this or found a workaround to access the current page schema information inside Creatio AI?

Thanks.

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We had a sales email scheduled to send two weeks in advance. I pressed “Start” so it would trigger at the scheduled time, however during that two-week period I needed to update the email text.

I replaced the original email in the campaign with the updated version, but when the scheduled send time arrived, the email didn’t send to any of the audience. I later realised that when I initially pressed “Start” and scheduled the campaign, all contacts had already been pushed to “Campaign Goal Reached” — even though the scheduled send time hadn’t occurred yet.

My assumption is that the contacts remained associated with the original email version when the campaign was first started. Other sales campaigns are still scheduling and sending correctly, and contacts continue to reach the goal as expected.

I’m trying to understand the correct process for updating email content after a campaign has been scheduled and started, but before the scheduled send time is reached. Is simply replacing the email enough, or do I also need to update/reconfigure something within the campaign itself?

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Sales_Creatio
8.0

Hi, Other than in a business process, is it possible to create a filter on a list page, which allows me to compare two data fields from the record.

For example, if I want to compare which products have the same Vendor Code with my internal code (not that anyone entered the data incorrectly you understand!) or where opportunities have a budget amount the same as the final sale price, I need to be able to filter based on Field x = Field Y.

thanks

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project management
syntech
Project_Management_Studio
New_in_Syntech

What’s New in Syntech Project Management Studio for Creatio 1.2: Templates, AI Agent, Hierarchy View, and To Do Workspace
 

Managing projects isn’t just about tracking deadlines anymore.

Teams today need to launch faster, reduce manual coordination, and keep execution visible across multiple workstreams - without adding more tools.

That’s why we released Syntech Project Management Studio for Creatio 1.2.

This update introduces new capabilities designed to reduce setup time, simplify project execution, and help teams move from planning to delivery with less manual effort.


New in Version 1.2

Compatible with: Creatio 8.3.1
 

Launch projects faster with Templates

Starting every project from scratch slows teams down.

Version 1.2 introduces reusable templates for:

  • Projects
  • Tasks
  • Milestones
  • Checklists

Teams can now standardize delivery processes and eliminate repetitive setup activities.

Whether you run implementation projects, internal initiatives, or customer delivery programs, templates help teams begin execution immediately while maintaining consistency across projects.

Business impact:

  • Faster project initiation
  • Standardized delivery processes
  • Reduced manual setup effort

Meet the Project Management AI Agent

One of the biggest additions in this release is the new AI-powered Project Management Agent.

Instead of navigating multiple views and manually updating data, teams can interact using natural language to support daily project operations.

The AI Agent helps users:

  • Create projects from templates
  • Track project progress
  • Detect execution risks
  • Analyze resource workload
  • Generate stakeholder reports
  • Accelerate project coordination

The goal isn’t to replace project managers.

It’s to reduce operational overhead so teams can spend more time delivering and less time maintaining project data.

Understand complex structures with Hierarchy List View

Projects rarely exist in isolation.

Large initiatives include phases, tasks, dependencies, and related workstreams.

The new Hierarchy List View gives teams a structured way to navigate project relationships and view nested data directly inside Creatio.

Users can expand and manage connected records without losing context.

Business impact:

  • Better project visibility
  • Easier navigation of complex structures
  • Improved cross-team alignment

Stay focused with the new To Do List View

Execution often breaks not because of planning - but because priorities become fragmented.

The new To Do List View provides a simplified workspace focused on immediate action.

Teams can quickly identify:

  • current assignments
  • pending activities
  • next priorities
  • execution progress

This creates a cleaner operational experience and helps reduce task switching.

Built for project execution inside Creatio

Syntech Project Management Studio continues to provide a unified environment for:

  • Kanban project management
  • Gantt planning
  • budget and cost control
  • workload monitoring
  • centralized project coordination
  • AI-assisted execution

With version 1.2, the platform becomes even more focused on helping teams execute faster while keeping planning, collaboration, and delivery connected inside Creatio.

Explore the latest update and see what changes when project management becomes part of your operational workspace.

Request a live demo → https://marketplace.creatio.com/app/syntech-project-management-studio-c…

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