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I have a query regarding reporting functionality in Creatio.

Could you please help clarify how we can configure custom visualization charts using data from a Creatio object and include these charts in a printable report?

I have noticed that printable reports can be generated in Word format. I would like to understand whether there is a way to configure these reports to be generated in a personalized PDF format, particularly when they include custom charts or visual elements.

Any guidance on the supported configuration options would be greatly appreciated.

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Studio_Creatio
8.0

I'm working in in a cloud-based dev environment. I've created a message template and I'm trying to move it to QA. I've created a package, and I've added the EmailTemplate data to that package. I've added SysImage to the package, too, but adding it or removing it makes no difference to my problem.

When I import the package into my QA environment and open the template in the designer, the panel with the controls for adding blocks, image, text, spacers, etc. are all missing and it views the entire email as one large HTML block.

A package I created yesterday and imported to QA (with a different version of the template)_works fine. I can open the designer with no issues, the individual blocks, images, and text are all individually editable. (I'd use the package I created yesterday, but I thought I no longer needed it so I created a new one.)

When I compare the contents of the exported zip files using Beyond Compare, the one that works has a JSON element like the below (I only include the first part...it's a long string).

"Value": "{\"ItemType\":\"sheet\",\"Caption\":\"Content designer\",\"Width\":600,\"BackgroundColor\":\"#ffffff\",\

I'm assuming the fact the JSON with Content Designer missing is a part of my problem (there are other differences in the package, too - a large number of references to .csproj files that my broken package doesn't have). But I can't figure out why one package included it and the other doesn't. Anyone have an idea?

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Hello Jeff,

I suggest you to manually move the template from your dev-site to to your QA. You can easily download the template information and import it using OData.

  1. Copy the email template Id that you want to move
  2. Access the email template information in the EmailTemplate table:
    https://your-dev-site.creatio.com/0/odata/EmailTemplate(template_id)

    You will need to take this JSON and remove the lines that have "@odata." in the name (the first line the last 12 lines) as they are not needed for the import. If you have any fields with value "00000000-0000-0000-0000-000000000000", you will need to remove those lines too. For this example, the result parsed JSON would be:

    {
        "Id": "0dc0759c-80b3-48b3-a832-7e32925d748b",
        "CreatedOn": "2019-07-15T23:30:13.367747Z",
        "CreatedById": "410006e1-ca4e-4502-a9ec-e54d922d2c00",
        "ModifiedOn": "2025-12-16T20:55:28.568102Z",
        "ModifiedById": "410006e1-ca4e-4502-a9ec-e54d922d2c00",
        "ProcessListeners": 0,
        "Name": "Case assigned to group",
        "Subject": "Case #[#Number#] \"[#Subject#]\" assigned to group",
        "Body": "<div>\n\t<div>\n\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\">Case <strong>#[#Number#]</strong> \"[#Subject#]\" has been assigned to your group.</em></span></span></div>\n\t<div>\n\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Priority:</strong> [#Priority.Name#]</span></span></div>\n\t<div>\n\t\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Response deadline:</strong> [#ResponseDate#];</span></span></div>\n\t<div>\n\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Resolution deadline:</strong> [#SolutionDate#].</span></span></div>\n\t\t<div>\n\t\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Contact:</strong> [#Contact.Name#].</span></span></div>\n\t\t<div>\n\t\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Account:</strong> [#Account.Name#].</span></span></div>\n\t</div><div> </div>",
        "IsHtmlBody": false,
        "SendIndividualEmailId": "e75ac3fe-be9b-4a01-87db-c7dffd354f8c",
        "SaveAsActivity": false,
        "ShowBeforeSending": false,
        "TemplateConfig": "",
        "ConfigType": 0,
        "Notes": "",
        "TemplateTypeId": "74ff0cee-6593-482f-a62f-6dde6e17ab5e"
    }
  3. Send all this information to your QA site:
    1. If you want to update the existing template, send a PATCH request to https://your-qa-site.creatio.com/0/odata/EmailTemplate(template_id) with the parsed JSON in the body without the Id field
    2. If you want to re-create the template, remove it first and then send a POST request to https://your-qa-site.creatio.com/0/odata/EmailTemplate with the all the parsed JSON in the body.

I have moved a lot of templates from many sites using this method and it is by far the simplest for me when I want to have an exact copy between them. As you already moved the SysImage information, you won't need to migrate anything from that table using this method.

You can find more information about Creatio OData here:

 

Regards

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tile_view
bulk emails
Feature Requests
FreedomUI

Hi, I saw a post from mid-2024 mentioning that this feature might be added. I just wanted to check whether it is actually being developed and planned for bulk emails.

Having the tile view option alongside list view has been great and is definitely my preferred way of working. I know our organisation intends to transition to the Freedom UI for this app, but I was hoping this feature would be available before that transition. At the moment, the Freedom UI doesn’t include this option for displaying data, which feels like a step backwards.

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I do miss the tile layout for lists in Freedom UI (along with seeing the record logo/image). I don't currently see that on the roadmap, sadly. While not exactly the same thing but thought I'd mention, multi-line lists are slated for Q1 2026. 

Ryan

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folders
folderpane
Sales_Creatio
8.0

Hello, we recently converted to FreedomUI and was wondering is there a way that our end users can adjust the size of the folder pane, like you could in ClassicUI? I know on the designer I can adjust the size, but would like to have our end users have the ability that they once had.

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Hello,

Unfortunately, it's not possible to adjust the size of the folder panel at this time. However, we've registered this idea in our R&D team backlog for consideration and implementation in future application releases. 
 

Thank you for helping us to improve our product.
 

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Sales_Creatio
8.0

I am trying to figure out how my system is validating fields on an Opportunity.  We have two required date fields on the page, one for the closing date and another to capture the date the User is expecting the first shipment if the Opportunity is won.  

Currently, our validation rules require that the date the User enters in the first shipment field must be AFTER the close date (e.g. If closing date = n then the first shipment date must be at least n+1).  I want to adjust the rule so that the first shipment date can be the same as the closing date or later.

When I look for the validation section of the Opportunity page with the two fields I find this at the bottom of the script:

The academy shows a different script when describing validation schema (see below) which leaves me at a bit of a dead-end.  Any idea how validations might be implemented and how I might access the code?

Thanks in advance!

 

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Good day, Greg,

Thank you for reaching out to us. 

If we understand you correctly, the Academy page you are consulting with is "Implement the validation of a field value on a page". This article describes how code-based field validation can be implemented in Freedom UI and it only shows examples of such implementations.

If you are not locating any code in "validators" of your Opportunity pages, please make sure that:

  1. The logic is implemented in Freedom UI
  2. The logic is not implemented by some other means, such as Business Rules
  3. That you are verifying the code in the correct package.
    For example, out of the box, the Opportunities_FormPage code is spread out across several packages:
    Opportunities_FormPage

If the implementation is done via code, it may be located in a custom package that is not in the last position in the hierarchy. Alternative code-based methods of validation implementation may also have been implemented on your site. 

In the event you are still facing issues locating the logic responsible for date validation, please contact us on our <support@creatio.com> address so we may connect to your environment and examine its setup.

Thank you for reaching out to us!

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