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How_to_create_Lead_from_incoming_Email
Sales_Creatio
8.0

Hi,

I’m working on an automation where a Lead is created from an incoming email using the Activity object. I referred to this thread for guidance:
https://community.creatio.com/questions/how-get-email-email-message-object

The setup is partially working, but I’m facing a couple of issues:

  1. Cases are also getting created automatically along with Leads, which is not required in my scenario, Is it because of the List of Mailboxes for Case Registration.
  2. When there is a reply to an email (e.g., subject starting with Re:), the system is creating duplicate Leads with names like Re: Lead Name.

Requirement:

  • Only one Lead should be created per incoming email
  • No Case should be created
  • Email replies should not create duplicate Leads

Questions:

  • How can I disable automatic Case creation from incoming emails?
  • What is the best way to prevent Lead creation for reply emails (Re:, Fwd:)?
  • Is there a recommended approach (filters, business process conditions, or object-level logic) to handle this cleanly?

Any guidance or best practices would be really helpful.

Thanks in advance!

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How
to
give
access
a
user
for
Adding
dashboard

Hi,

I want to manage access for users to add a new dashboard in the dashboards section. How can i acheive that?

 

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Hello,

To manage access for users to add a new dashboard in the Dashboards section, please follow these steps:

1. Navigate to System Designer > Operation permissions.
2. Locate the relevant operations:
- For Freedom UI dashboards: search for permissions like CanCreateDashboard, CanManageDashboards, or CanManageAnalytic.
3. Assign permissions:
- Grant the dashboard creation permission to the appropriate user roles (e.g., System Administrators).
- Remove or deny permission for roles or users who should not add new dashboards.
4. For additional control, manage object access for the Dashboard schema (SysDashboard) via Object permissions.

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Hello Everyone,

Is there a way to do dynamic content on landing pages? What I am specifically looking to do is: 

  • If a user checks an option on a form another field appears.
  • Users can submit forms with attachments

Thanks!

Matt 

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Hi Matt, 

Creatio Version 8.3.3 will support dynamic/conditional content by No-Code means, however for uploading attachments, to my knowledge custom development is needed.

Dynamic conditional logic for landing page forms. You can now create more personalized, responsive, and precise landing page experiences by configuring runtime conditional logic for landing page forms in the Creatio Landing Page Designer. Conditional rules enable you to build "IF" conditions and "THEN" actions using "AND" or "OR" operators, validate whether fields are completed or match specific values, and automatically show or hide fields or set field values based on user input. Rules are applied dynamically at runtime and automatically updated when form settings change, ensuring flexible form behavior without additional manual configuration. This enhancement enables shorter and more relevant forms, improves completion rates, and helps teams collect cleaner and more accurate data while delivering a simpler and more intuitive experience for visitors.

See: 8.3.3 Twin release notes | Creatio Academy

Edit: I forgot to add 8.3.3 is already available for Dev and Pre environments, Prod Rollout should follow some time soon.

Best,
David

Hi Matt, 

Creatio Version 8.3.3 will support dynamic/conditional content by No-Code means, however for uploading attachments, to my knowledge custom development is needed.

Dynamic conditional logic for landing page forms. You can now create more personalized, responsive, and precise landing page experiences by configuring runtime conditional logic for landing page forms in the Creatio Landing Page Designer. Conditional rules enable you to build "IF" conditions and "THEN" actions using "AND" or "OR" operators, validate whether fields are completed or match specific values, and automatically show or hide fields or set field values based on user input. Rules are applied dynamically at runtime and automatically updated when form settings change, ensuring flexible form behavior without additional manual configuration. This enhancement enables shorter and more relevant forms, improves completion rates, and helps teams collect cleaner and more accurate data while delivering a simpler and more intuitive experience for visitors.

See: 8.3.3 Twin release notes | Creatio Academy

Edit: I forgot to add 8.3.3 is already available for Dev and Pre environments, Prod Rollout should follow some time soon.

Best,
David

Great! Do you know where on the design page I can find these features? 

Hi Matt Tilghman,

unfortunately the Academy Documentation is not always up to date.

 If you open the Landing Page Designer and drag a Form Element (Content -> UI -> Form) onto the Page, then click on "Form Settings" - you will see the Tab "Rules".



Best, 
David

David Örnek,

Thanks! Are there ways to show text boxes if they select certain options? Or can some of the paragraph boxes be connected to how the form is filled out

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MSwordReport
ReportSetup
Studio_Creatio
8.0

Hi everyone,

Is there a way to migrate Report Setup from one sandbox to another in Creatio without recreating the reports manually?

I have multiple MS Word reports in Sandbox A and want to move them to Sandbox B, but I can't find them in the Configuration/Packages section to export via the usual package method.

Does anyone know the correct approach for this? Should I use a data binding in a package, a SQL script, or is there another method?

Thanks in advance!

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Hi Muhammad, 

Reports are stored as Data on DB, so Data binding is the appropriate method. After installing this data on a new environment, the reports should appear.

For binding the data, Creatio Academy mentions SysModuleReport and SysModuleReportTable.

Click btn_system_designer.png to open the System Designer.

  1. Go to the Admin area block → Advanced settings.
  2. Click AddData in the section list's toolbar 

    Fig. 8 Add menu in the Configuration section

  3. Bind the data to the following elements (Fig. 9):

    • SysModuleReport_ReportName: the report. Use the report Id from the dbo.SysModuleReport database table to bind it. For example, it is "SysModuleReport_MeetingMinutes" for the "Meeting minutes" report.
    • SysModuleReportTable_ReportName: the table part of the report. Use the report Id from the dbo.SysModuleReportTable database table to bind it. For example, it is "SysModuleReportTable_MeetingMinutes" for the "Meeting minutes" report.

     

    Fig. 9 Bound report data in the Configuration section list

Proceed to transfer the package that contains the report to another environment.

Source: Add a new Microsoft Word report in Creatio | Creatio Academy

Best, 
David
 

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Discussion
Business Process
trigger business process
trigger
data

It would be very useful for many scenarios to be have the "old" (pre-change) values passed into Business Processes triggered by either data updates or deletions. This is possible to get when using Entity Event Listeners, so it seems like the data should be readily available to Business Processes without much overhead, and would unlock a lot of abilities to do via no-code tools that currently are only achievable using C# code or workarounds.

The way I see it working is that the triggered start would be passed in every field value of the old record, which the user could use in the process in the same way users can currently the Id of the changed/deleted record.

Use cases that I've come across:

  1. Updating permissions to revoke permissions granted based on the record's old value (currently would either have to be done via code or by revoking all permissions and re-granting the specific ones, which in complicated permissions setups can be very costly to perform and can potentially lead to issues)
  2. Sending updates to external systems about the removal of data
  3. Updating an automatically-set field that can also be modified by a user directly to see if the old value was automatically set or manually set by the user (by checking if the value matches the automatic construction using the old data)
  4. Checking time differences between events without having to build a completely separate logging table

I'm sure there are many more use cases that the community could provide too, as this is a problem I often face and have to find workarounds for or go through the process of creating an Entity Event Listener.

A few Creatio Community posts requesting similar functionality:

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