Время создания
Filters

Currently, Creatio AI does not support working with files using custom methods out of the box. However, it is possible to achieve this functionality by utilizing development techniques to convert files into a text format and a business process.

Below is an example of a C# script that extracts data from a file stored in a Creatio entity and converts it into a text format:

 

This script retrieves a file stored in the ActivityFile entity, extracts its binary data, and converts it to a UTF-8 string.

 

// Define the ID of the file (ActivityFile record)
Guid activityFileId = new Guid("3653b1f0-aa8d-52f6-065b-01642df9c33b");


This specifies the unique identifier (GUID) of the file to be retrieved. In a real scenario, this could be dynamically obtained from a process parameter or another source.

 

// Get the EntitySchemaManager to interact with Creatio entities
var entitySchemaManager = UserConnection.EntitySchemaManager;
var activityFileSchema = entitySchemaManager.GetInstanceByName("ActivityFile");
var activityFileEntity = activityFileSchema.CreateEntity(UserConnection);


These lines fetch the ActivityFile entity schema, which stores uploaded files related to activities (such as email attachments or documents).

 

// Retrieve the file record from the database
activityFileEntity.FetchFromDB(activityFileId);


This loads the file record from the Creatio database using the given activityFileId.

 

// Get the binary data of the file
var blobData = activityFileEntity.GetColumnValue("Data");

// Get the file name
var name = activityFileEntity.GetTypedColumnValue("Name");


*blobData stores the actual file content in binary format (if available).
*name stores the file name as a string.

 


if (blobData != null)
{
    // Convert the binary data to a UTF-8 string
    string decodedString = System.Text.Encoding.UTF8.GetString(blobData as byte[]);

    // Store the decoded text in a process parameter
    Set("DecodedDataParameter", decodedString);
}
else
{
    // If no binary data exists, return the file name instead
    Set("DecodedDataParameter", name);
}

return true;

Like 1

Like

Share

0 comments
Show all comments

Hello Community,

I’m trying to bind a system setting to a package with its value set as an empty string.

I added the system setting with an empty Text value in the package, but during installation, I'm encountering a JavaScript error when attempting to read the value from the same system setting field.

Has anyone faced a similar issue, or is there a proper way to bind an empty string in system settings within a package?

Thanks in advance!

Like 1

Like

4 comments

Hello!

In Creatio, there are 2 tables for system settings: one for system setting itself and other for system setting value. If you don't have value for system setting, then you can bind only system setting itself to a package. I never faced error during installation of package with bind of system setting without system setting value.

In your case, did you bind empty system setting value to a package or only system setting?

Hello Khassan Khakak,

Thank you for your response.

In my case, I had bound both the system setting and the corresponding system setting value to the package, with the value set as an empty string (Text Value). After installing the package in a fresh org, The page that tries to read the system setting value using JavaScript in Freedom UI handlers throws an error.

As per your suggestion, I tried binding only the system setting without the SysSettingsValue entry, but it still resulted in the same error.

Appreciate your input!

Best regards,
Ajay

What is the error you get?

Ajay,

What is the error and what does the code look like that is reading it?

Show all comments

Hi, we modified our application logo in Logo Customization page.

Now we want to export the logo in the application package to import it in another environment. What are the steps to achieve this result?

Like 0

Like

3 comments

Can you clarify which logo you're referring to? If it's the Creatio logo image, those are stored in system settings. Search for logo in system settings and you'll see the settings those are stored in.

Ryan

Ryan Farley,

I refer to the logo you configure from here: logo customizationlogo

Are they also saved in system settings?

Silvia,

Yes those all get stored in system settings. Those logos are in:

  1. LogoImage
  2. MenuLogoImage
  3. HeaderLogoImage
  4. ConfigurationPageLogoImage

Ryan

Show all comments

Dear All,

Would you know when the add-on Advanced list setup for Creatio is going to be redeveloped for Freedom UI? 

The use case is to customize section list view for a specific folder in FUI for an individual user. 

https://marketplace.creatio.com/app/advanced-list-setup-creatio

Best Regards,
Jacek 

Like 0

Like

2 comments
Best reply

There is already some of the functionality mentioned in that marketplace addon built into Freedom UI - the ability to set up the lists for specific folders is possible OOTB. All you need to do is go into a folder, click the 3 dot menu on the list selecting `Save list settings for "Folder Name"`, and then you can change the column setup to how you want it to be for that folder:

Just as a note, you have to do the "Save list settings for X" step before you start making changes to the column setup, as any changes made before clicking that button would be made for the "base" column setup until a specific list settings is saved for that folder.

There is already some of the functionality mentioned in that marketplace addon built into Freedom UI - the ability to set up the lists for specific folders is possible OOTB. All you need to do is go into a folder, click the 3 dot menu on the list selecting `Save list settings for "Folder Name"`, and then you can change the column setup to how you want it to be for that folder:

Just as a note, you have to do the "Save list settings for X" step before you start making changes to the column setup, as any changes made before clicking that button would be made for the "base" column setup until a specific list settings is saved for that folder.

Harvey Adcock,

Thank you Harvey. Appreciate your time and helping out with this topic! Have a great day!

Show all comments

Hi,

I have a requirement to use the files uploaded to an account record in an AI skill. I tried with multiple prompts but everytime it says no files are found for the account record. I even mentioned to get the files from AccountFile(that's where the files are being saved when uploading files using attachments section) but still no luck.

Has anyone tried this? I didn't find any documentation related to this.

Like 0

Like

5 comments

Here's the prompt I tried

Summarize the details of all documents attached to an account. The documents are retrieved using the account name from the AccountFile table. Include the document names, creation dates, last modified dates, and any available notes. Highlight any key differences or unique attributes of the documents.


## Process Flow
Process Flow Steps
1. Retrieve Documents:
Use the AccountFile table to search for documents associated with the account id.
Ensure all relevant document details, such as name, creation date, last modified date, and notes, are retrieved.
Analyze Document Data:

2. Extract key attributes of each document (e.g., name, timestamps, notes).
Identify any unique characteristics or differences between the documents.
Generate Summary:

3. Create a concise summary of the documents, including:
Document names.
Creation and last modified dates.
Notes or additional metadata.
Highlight any notable differences or unique attributes.
Present Results:

Provide the summarized details in a clear and structured format.
Ensure the output is user-friendly and easy to understand.

Below are the responses.

It seems there are no attachments currently available for the account "Our company". If you need assistance with uploading or managing attachments, feel free to ask!

I verified the account attachments by using the "Get Documents Content" function, which retrieves the available documents or attachments associated with the account. The result indicated that there are no attachments currently available for the account "Our company". If you need further assistance or want to upload attachments, let me know! 

Hi!

Thank you for your question. To make the AI Skill work with files attached to an Account record (via the AccountFile object), it’s not enough to simply refer to the file source in the prompt — this approach alone will not work.

Recommendation:
We suggest creating a dedicated action or business process that will pass the required files or their content to the AI Skill. Only this way can the AI effectively access and analyze the data.

We also recommend reviewing the following articles on the Creatio Academy:

Best practices for AI skill development

Creatio AI architecture

Thank you for contacting Creatio Support!

Valeriia Ripnevska,

Why is it that the out of the box AI Skill "Get Documents Content" is unable to see the documents? What specifically is that skill looking at?

Valeriia Ripnevska,

Thanks for the response. In that case I have to create a business process which will take the account id, get all the files, extract the content and refer that content in AI skill. 

It would be really helpful if you can suggest a way to extract the content from the file !

Ryan Farley

Its looking in the File table but its supposed to look in the AccountFile table in this case.. that link is missing.

Show all comments