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Hello,

I have a Request page in Creatio with an Activities tab containing multiple checkbox fields. The user can select one or more activities by checking the relevant checkboxes.

I want to generate a report that displays only the activities selected by the user, rather than showing all available activity fields.

For example, if the user selects:

  • Recreational Diving
  • Underwater Photography
  • Snorkeling

The generated report should display only these selected activities.

Additionally, the report is currently downloaded in Word format (.docx). Is there a way to generate or download the report directly in PDF format instead of Word?

Could you please advise on the best approach to achieve both requirements in Creatio Freedom UI?

Thank you in advance for your support.

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Desktop
Sales_Creatio_enterprise_edition
8.0

Hi.
We have several desktops, accessible by all users.  I know that if a user selects a different desktop, that is now their default.

But, how do I set the default for new users?  

99% of our users will use a "sales" desktop and never change it, and that needs to be what they see their first time they log in to Creatio.

Thanks
Rob

 

 

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Hello,

In Creatio, a new user’s initial landing page is determined by the first desktop in the desktop list (if no custom homepage is configured). To make sure new users see the Sales desktop on their first login, place the Sales desktop first in the list.

What to do
1) Open System Designer -> Workplace setup
2) Open Workplace setup and locate the list/order of desktops.
3) Move the Sales desktop to the top (first position).

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🚀 Syntech Scheduler for Creatio 1.3.0 is now available on the Creatio Marketplace.

New in this release:
✔ Additional no-code columns
✔ Improved configuration menu

These improvements make Scheduler even more flexible and easier to configure for your business scenarios.

Update now and enjoy the latest enhancements.

We'd love to hear your feedback https://marketplace.creatio.com/app/syntech-scheduler-creatio 

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Your marketplace apps look completely fantastic, but there might be better places for these types of announcements? In the community forum it just seems to add clutter that we can't unsubscribe from 🤷🏼‍♂️

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portfoliosyntech
syntech
New_in_Syntech
portfolio
FreedomUI

🚀 New on the Creatio Marketplace: Syntech Portfolio Insights for Creatio

Managing projects is one thing. Managing portfolios, programs, and strategic initiatives is another.

Syntech Portfolio Insights for Creatio helps organizations visualize their portfolios directly in Creatio with:
✔ Executive Portfolio Visibility
✔ Portfolio Hierarchy View
✔ No-Code Setup
✔ Contextual Team Communication
✔ Project Summary Preview

Whether you're managing multiple projects or an enterprise portfolio, Portfolio Insights provides a centralized workspace to support better visibility and decision-making.

Available now on the Creatio Marketplace
https://marketplace.creatio.com/app/syntech-portfolio-insights-creatio

#Creatio #Marketplace #ProjectManagement #PortfolioManagement #FreedomUI

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Hi All,

May I ask: Have you ever experienced a 400 error like this?

This appears when we save data in a form. And the data won't saved.

And after this error appears, AI Chat Creatio immediately stops working.

I also tried running Creatio in Firefox, Chrome, and other browsers in Incognito mode, but not fix the error. And this issue is intermittent but I can say 95% frequent showed up.

Need advice please, thank you.

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Hello.

The GetCanEdit 400 error is most commonly related to how the page's data source is configured, particularly when it comes to the relation criteria used to resolve a specific record.

When the relation criteria on a page are set up incorrectly, or point to a relationship that cannot be properly resolved at runtime, Creatio is unable to determine a valid related record for the given context. As a result, the value primaryColumnValue is passed as null when the request is sent to RightsService/GetCanEdit. Since this service expects a valid GUID value in order to perform the permission check, receiving a null value instead leads to a GUID deserialization error, which in turn causes the request to fail with a 400 status code.

To resolve this, we recommend reviewing the relation criteria configured on the page. Please verify whether these criteria correctly reference the intended relationship, and whether the referenced relationship is expected to always resolve to a valid record in your specific business scenario. If the relation criteria are not required for the page to function correctly, or if they are pointing to an incorrect or unnecessary relationship, we would recommend removing them.

If reviewing the relation criteria does not resolve the issue, this behavior may alternatively be caused by a duplication of the data source on the page. In such cases, having more than one data source referencing the same entity schema on a single page can also lead to similar permission-check errors, and this would need to be reviewed separately as a possible root cause.

Best regards,
Antonii

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