Hello,

1. Case creation
Most likely, the Case is being created because the mailbox is configured in the list of mailboxes used for case registration.

To prevent Cases from being created from this mailbox, you may use one of the following options:

• Remove this mailbox from the corresponding lookup used for case registration.
• Remove the service license from the mailbox owner. In this case, Cases will no longer be created for this mailbox.

2. Preventing duplicate Lead creation
Creatio email threading data includes fields such as MessageId, InReplyTo, and ParentMessageId in EmailMessageData. The MessageId and InReplyTo fields are populated from the email headers during synchronization.

To avoid creating duplicate Leads, we kindly recommend configuring your process so that a Lead is created only when all of the following conditions are met:

Activity type = Email
Mailbox = your mailbox
Subject does not start with Re:, RE:, Fwd:, FW:, or Fw:
InReplyTo is empty
ParentMessageId is empty

This approach should help ensure that Leads are created only from new incoming emails and not from replies or forwarded messages that are part of an existing email thread.

Hello,

To manage access for users to add a new dashboard in the Dashboards section, please follow these steps:

1. Navigate to System Designer > Operation permissions.
2. Locate the relevant operations:
- For Freedom UI dashboards: search for permissions like CanCreateDashboard, CanManageDashboards, or CanManageAnalytic.
3. Assign permissions:
- Grant the dashboard creation permission to the appropriate user roles (e.g., System Administrators).
- Remove or deny permission for roles or users who should not add new dashboards.
4. For additional control, manage object access for the Dashboard schema (SysDashboard) via Object permissions.

Hi Matt, 

Creatio Version 8.3.3 will support dynamic/conditional content by No-Code means, however for uploading attachments, to my knowledge custom development is needed.

Dynamic conditional logic for landing page forms. You can now create more personalized, responsive, and precise landing page experiences by configuring runtime conditional logic for landing page forms in the Creatio Landing Page Designer. Conditional rules enable you to build "IF" conditions and "THEN" actions using "AND" or "OR" operators, validate whether fields are completed or match specific values, and automatically show or hide fields or set field values based on user input. Rules are applied dynamically at runtime and automatically updated when form settings change, ensuring flexible form behavior without additional manual configuration. This enhancement enables shorter and more relevant forms, improves completion rates, and helps teams collect cleaner and more accurate data while delivering a simpler and more intuitive experience for visitors.

See: 8.3.3 Twin release notes | Creatio Academy

Edit: I forgot to add 8.3.3 is already available for Dev and Pre environments, Prod Rollout should follow some time soon.

Best,
David

Great! Do you know where on the design page I can find these features? 

Hi Matt Tilghman,

unfortunately the Academy Documentation is not always up to date.

 If you open the Landing Page Designer and drag a Form Element (Content -> UI -> Form) onto the Page, then click on "Form Settings" - you will see the Tab "Rules".



Best, 
David

David Örnek,

Thanks! Are there ways to show text boxes if they select certain options? Or can some of the paragraph boxes be connected to how the form is filled out

Hi Matt, 

I didn't play around with it yet, but if the "Form Rules" offer a similar set of functionality as "Business Rules" do on Freedom UI pages - then yes, should be possible 

David

Hi Muhammad, 

Reports are stored as Data on DB, so Data binding is the appropriate method. After installing this data on a new environment, the reports should appear.

For binding the data, Creatio Academy mentions SysModuleReport and SysModuleReportTable.

Click to open the System Designer.

1. Go to the Admin area block → Advanced settings.

2. Click Add → Data in the section list's toolbar 

   

3. Bind the data to the following elements (Fig. 9):

   • SysModuleReport_ReportName: the report. Use the report Id from the dbo.SysModuleReport database table to bind it. For example, it is "SysModuleReport_MeetingMinutes" for the "Meeting minutes" report.
   • SysModuleReportTable_ReportName: the table part of the report. Use the report Id from the dbo.SysModuleReportTable database table to bind it. For example, it is "SysModuleReportTable_MeetingMinutes" for the "Meeting minutes" report.

    

   

Proceed to transfer the package that contains the report to another environment.

Source: Add a new Microsoft Word report in Creatio | Creatio Academy

Best, 
David