I need to take the image of tab in the Form page which has reports/charts in it and should add as attachment when we try to send an email using a button in Form Page

I tried using Send Email and I have doubt in approaching with Process File. 

Can any one help me with this?

Hi community,

While upgrading onsite Creatio application from 8.1 to 8.3 , Iam getting the below error:

I did Generate all schemas and compile all before running the update script. If you have any suggestions, please free to drop a comment.

Thanks in advance.

Mani

I am getting below error while installing package from one creatio instance to another. JFYI, In my workplace, I have added Products and Invoices sections. 
I am unable to identify root cause of an issue. Any help would be greatly appreciated. 

2025-11-27 15:26:57,719 Error occurred while generating schema source code "Product" in package "XXXXXX". UId aa4bec4a-c36b-45ba-aedb-69e98150ca16: Object reference not set to an instance of an object.
2025-11-27 15:26:57,734 System.NullReferenceException: Object reference not set to an instance of an object.
 at Terrasoft.Core.Entities.EntitySchema.GetShowInAdvancedMode(Guid uid)
 at Terrasoft.Core.Entities.EntitySchema.get_ShowInAdvancedMode()
 at Terrasoft.Core.Entities.EntitySchemaGenerator.WriteSchemaClassPrimaryInfo(SchemaCodeGeneratorResource`1 resource, EntitySchema entitySchema, EntitySchema parentEntitySchema, ICollection`1 protectedMethods)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSchemaCode(GeneratorContext context, SchemaCodeGeneratorResource`1 resource, EntitySchema entitySchema)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.WriteSchemaClassBody(GeneratorContext context, SchemaCodeGeneratorResource`1 resource, GeneratorTokenVisibility sourceVisibility)
 at Terrasoft.Core.CodeGeneration.SchemaCodeGenerator`1.GenerateSourceCode(SchemaCodeGeneratorResource`1 resource, TextWriter streamWriter, Action`3 action)
 at Terrasoft.Core.CodeGeneration.SchemaCodeGenerator`1.GenerateSourceCode(SchemaCodeGeneratorResource`1 resource, String sourceFileName)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSchemaSource(SchemaCodeGeneratorResource`1 resource, EntityCollection sourceCollection, String sourceFileName)
 at Terrasoft.Core.CodeGeneration.SchemaCodeGenerator`1.GenerateSources(SchemaCodeGeneratorResource`1 resource)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSources(SchemaCodeGeneratorResource`1 resource, EntitySchema schema)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSources(SchemaCodeGeneratorResource`1 resource)
 at Terrasoft.Core.SchemaManager`1.GetSchemaSources(TSchemaManagerSchema schema, Guid schemaId, UserConnection userConnection)
 at Terrasoft.Core.Entities.EntitySchemaManager.GetSchemaSources(EntitySchema schema, Guid schemaId, UserConnection userConnection)
 at Terrasoft.Core.SchemaManager`1.GenerateSchemaSources(TSchemaManagerSchema schema, Guid schemaId, UserConnection userConnection)
 at Terrasoft.Core.SchemaManager`1.GenerateSchemaSources(Guid sysSchemaId, ISchemaManagerItem schemaManagerItem, UserConnection userConnection)
 at Terrasoft.Core.Packages.PackageInstallUtilities.InstallSchemaAssociatedData(Guid schemaId, SchemaDescriptor schemaDescriptor, Boolean continueIfError)
2025-11-27 15:26:57,734 Error occured while performing operation on "Product" item, UId = aa4bec4a-c36b-45ba-aedb-69e98150ca16.
2025-11-27 15:26:57,734 System.NullReferenceException: Object reference not set to an instance of an object.
 at Terrasoft.Core.Entities.EntitySchema.GetShowInAdvancedMode(Guid uid)
 at Terrasoft.Core.Entities.EntitySchema.get_ShowInAdvancedMode()
 at Terrasoft.Core.Entities.EntitySchemaGenerator.WriteSchemaClassPrimaryInfo(SchemaCodeGeneratorResource`1 resource, EntitySchema entitySchema, EntitySchema parentEntitySchema, ICollection`1 protectedMethods)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSchemaCode(GeneratorContext context, SchemaCodeGeneratorResource`1 resource, EntitySchema entitySchema)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.WriteSchemaClassBody(GeneratorContext context, SchemaCodeGeneratorResource`1 resource, GeneratorTokenVisibility sourceVisibility)
 at Terrasoft.Core.CodeGeneration.SchemaCodeGenerator`1.GenerateSourceCode(SchemaCodeGeneratorResource`1 resource, TextWriter streamWriter, Action`3 action)
 at Terrasoft.Core.CodeGeneration.SchemaCodeGenerator`1.GenerateSourceCode(SchemaCodeGeneratorResource`1 resource, String sourceFileName)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSchemaSource(SchemaCodeGeneratorResource`1 resource, EntityCollection sourceCollection, String sourceFileName)
 at Terrasoft.Core.CodeGeneration.SchemaCodeGenerator`1.GenerateSources(SchemaCodeGeneratorResource`1 resource)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSources(SchemaCodeGeneratorResource`1 resource, EntitySchema schema)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSources(SchemaCodeGeneratorResource`1 resource)
 at Terrasoft.Core.SchemaManager`1.GetSchemaSources(TSchemaManagerSchema schema, Guid schemaId, UserConnection userConnection)
 at Terrasoft.Core.Entities.EntitySchemaManager.GetSchemaSources(EntitySchema schema, Guid schemaId, UserConnection userConnection)
 at Terrasoft.Core.SchemaManager`1.GenerateSchemaSources(TSchemaManagerSchema schema, Guid schemaId, UserConnection userConnection)
 at Terrasoft.Core.SchemaManager`1.GenerateSchemaSources(Guid sysSchemaId, ISchemaManagerItem schemaManagerItem, UserConnection userConnection)
 at Terrasoft.Core.Packages.PackageInstallUtilities.InstallSchemaAssociatedData(Guid schemaId, SchemaDescriptor schemaDescriptor, Boolean continueIfError)
2025-11-27 15:26:57,734 Error occured while performing operation on "Product" item, UId = aa4bec4a-c36b-45ba-aedb-69e98150ca16.
2025-11-27 15:26:57,734 System.NullReferenceException: Object reference not set to an instance of an object.
 at Terrasoft.Core.Entities.EntitySchema.GetShowInAdvancedMode(Guid uid)
 at Terrasoft.Core.Entities.EntitySchema.get_ShowInAdvancedMode()
 at Terrasoft.Core.Entities.EntitySchemaGenerator.WriteSchemaClassPrimaryInfo(SchemaCodeGeneratorResource`1 resource, EntitySchema entitySchema, EntitySchema parentEntitySchema, ICollection`1 protectedMethods)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSchemaCode(GeneratorContext context, SchemaCodeGeneratorResource`1 resource, EntitySchema entitySchema)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.WriteSchemaClassBody(GeneratorContext context, SchemaCodeGeneratorResource`1 resource, GeneratorTokenVisibility sourceVisibility)
 at Terrasoft.Core.CodeGeneration.SchemaCodeGenerator`1.GenerateSourceCode(SchemaCodeGeneratorResource`1 resource, TextWriter streamWriter, Action`3 action)
 at Terrasoft.Core.CodeGeneration.SchemaCodeGenerator`1.GenerateSourceCode(SchemaCodeGeneratorResource`1 resource, String sourceFileName)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSchemaSource(SchemaCodeGeneratorResource`1 resource, EntityCollection sourceCollection, String sourceFileName)
 at Terrasoft.Core.CodeGeneration.SchemaCodeGenerator`1.GenerateSources(SchemaCodeGeneratorResource`1 resource)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSources(SchemaCodeGeneratorResource`1 resource, EntitySchema schema)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSources(SchemaCodeGeneratorResource`1 resource)
 at Terrasoft.Core.SchemaManager`1.GetSchemaSources(TSchemaManagerSchema schema, Guid schemaId, UserConnection userConnection)
 at Terrasoft.Core.Entities.EntitySchemaManager.GetSchemaSources(EntitySchema schema, Guid schemaId, UserConnection userConnection)
 at Terrasoft.Core.SchemaManager`1.GenerateSchemaSources(TSchemaManagerSchema schema, Guid schemaId, UserConnection userConnection)
 at Terrasoft.Core.SchemaManager`1.GenerateSchemaSources(Guid sysSchemaId, ISchemaManagerItem schemaManagerItem, UserConnection userConnection)
 at Terrasoft.Core.Packages.PackageInstallUtilities.InstallSchemaAssociatedData(Guid schemaId, SchemaDescriptor schemaDescriptor, Boolean continueIfError)

i am trying to make the Boolean Field in Creatio Word Report Setup Output a "✔" instead of "True" or "False" in the Word Report, is there some way this can be done? without resorting to another field and business rules
just using formula in Word and data from creatio?

Hello,

I need your assistance to understand the correct and recommended way to configure our company structure, including branches in Creatio.

Specifically, I need clarity on the following:

1. Which mechanism should be used to build the company hierarchy?
   • Organization structure items
   • Departments
   • Organizational roles with Managers
   • Or a combination of these?
2. How should managers/supervisors be configured so that each employee has a correct direct manager in the system?
   I need to know the recommended system entity (Departments vs. Organization structure items vs. Organizational roles) for representing reporting lines and ensuring managers are assigned properly.
3. Is there an official best practice or Creatio-recommended approach?
   For example:
   • Should organizational roles be used only for access control, or can they represent hierarchy as well?
   • How should this be implemented for companies with multiple branches/divisions?