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I'm very new to both Clio and Clio Explorer, so far I'm just trying to pull a package to my local project inside Visual Studio code, change a few things and then upload it back to Creatio. When I hit the "Update Creatio from workspace" button it starts uploading but after some time gives me the "Unable to install zip package while SVN package with the same UId exists." error. When i open my modified files from the Configuration page I can see my changes, so It seems like the changes do get uploaded successfully after the error. The package whose files I'm modifying is a test package that had been created with SVN as its version control system, but no commits have been made so far. What am I doing wrong here that leads to that error?

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Hello,

To keep this app free of charge, support is provided via Issues on GitHub.

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Team, I am exploring WA integration in chats. I have set up trial account for Twillio, launched Twilio Sandbox for WhatsApp, which works on my device. Now, I replaced a link for incoming messages in Twilio Conse and want to create a channel in my Creatio trial instance. However what I get is this:

An error occurred while working with the account service. For further information, please contact the system administrator

How to troubleshoot this?

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price list
price
Product
OrderProducts
Sales_Creatio
8.0

Hi Mentors,

I’m referring to this documentation:
Manage Prices – Creatio
(https://academy.creatio.com/docs/8.x/creatio-apps/8.0/sales-tools/products-and-prices/manage-prices)

I have created multiple price lists for a product (VIP Partner, Platinum Partner, Silver Partner, Bronze Partner, Base, etc.) and assigned the corresponding prices for each.


I also enabled the Price List field on the Account object.
My goal is: when an Account has a specific price list assigned, every Order created for that Account should automatically use the prices from that price list.

However, when I create an Order for an Account with Partner Platinum as the assigned price list, the Order still pulls the Base product price, not the price from the Partner Platinum list.

The total amount is always calculated using the base price.


I also noticed that in the Order → Products tab, I can manually select a price list for each product, but regardless of what I choose (Account-level or Order-level), the system still uses the base price.
How can I fix this issue?
Any guidance would be appreciated. Thanks in advance! 🙏🤞

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Studio_Creatio
Sales_Creatio
Marketing_Creatio
8.0

Hi Team,

I am working on Creatio (Freedom UI) and generating an HTML table dynamically using JavaScript.

After building the HTML string from the table data, I would like to open it in another tab or page.

What is the recommended approach to display the generated HTML table on the new page?

Any guidance or examples would be greatly appreciated.

Thanks!

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You can create a configuration service that returns the HTML as a viewable webpage. See https://customerfx.com/article/returning-an-html-page-from-a-creatio-configuration-service/

You'll need to either (1) save the generated HTML to a table that can be retrieved by the service, or have the service code generate the HTML to return.

Either way, you can pass parameters in the url for the service retrieved as parameters for the method in the service (so you have context of which record you're loading the HTML for).

For example: 

https://creatiourl/0/rest/UsrTestService/GetHtmlPage?recordId=SOMERECORDID

Then, in the method: 

public Stream GetHtmlPage(Guid recordId)
{
	//...
}

Ryan

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Studio_Creatio
Sales_Creatio
Service_Creatio
Marketing_Creatio
Studio_Creatio
8.0

Hi everyone,

I’m looking for a reliable way to display a PDF directly inside a Creatio web page preferably within a Freedom UI page. The goal is to display the PDF on-screen that’s stored as an attachment for the record.

I tried using an IFrame with the file’s OData URL, but Chrome blocks it due to security restrictions (X-Frame-Options / This page has been blocked by Chrome). So the usual IFrame approach doesn’t work.

If anyone has implemented this before, I’d appreciate guidance on:

  • The supported method to embed a PDF inside a Creatio page
  • Whether Creatio has any built-in component or recommended approach
  • Any workaround for loading PDFs from the File entity without browser blocking
  • Options for fillable PDFs (if possible)

Any insights or examples would be helpful. Thanks!

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Hello!

At the moment, Creatio does not provide a native or out-of-the-box widget for directly displaying PDF files embedded within a web page. Attachments can be downloaded or opened in a new tab, but they cannot be shown inline within standard UI components.

However, our development team has already been informed about this request and is actively working on implementing this feature in upcoming releases.

You could try using an object or embed tag. See https://stackoverflow.com/questions/1244788/embed-vs-object

However, best approach would be to create a custom component that uses Mozilla's PDF.js library, which there is an Angular component for: https://www.npmjs.com/package/ng2-pdfjs-viewer

Either way, if the PDF is hosted outside of Creatio, you'll need to add an exception for the domain/url in the content security policy for Creatio to allow it. 

Ryan

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