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8.3.3

Business Process

logging

Sales_Creatio

8.0

Use Current Business Process's Instance Id in BP

Harvey Adcock

13:15 Jun 15, 2026

I am trying to add some custom logging to BP execution, and would like to have a reference back to the BP instance that is being run so that the user can click the link and go to the BP instance's log page. I do not believe there is a system variable/similar that will provide that, but I'm hoping I'm just missing something! I know it is possible to use a script task to fetch this information from context.Process.InstanceUId, but if possible it would be nice to avoid having to add a script task and therefore compile the BP just for this.

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How

create

role

with

limited

access

to_a

specific

section

System

designer

Settings

How to create a role with limited access to users section in system designer settings

Sakshi Chadda

12:49 Jun 15, 2026

Hi,

I want to create a role which should only be able to access the Users section in the system designer settings and rest other sections should remain read only.

the user should be able to create and edit Users. How this can be acheived?

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PowerBI

How do I import CRM tables into Power BI?

Raí

01:20 Jun 14, 2026

Please, can someone help me?.

I need to import the tables into Power BI. I've tried using the 'Connector' and I've also tried using the API. And yes, I did everything according to the documentation.

When trying to use the 'Connector', I used the "Creatio.GetBigData" instruction, which according to the documentation is appropriate for obtaining large tables. However, it doesn't work, because it keeps giving me a credential error and constantly asking me to enter my credentials. And if my credentials are accepted, it takes many hours to import a table. This connector doesn't work at least for importing large tables. And let's face it, in 99% of cases the tables are large with much... much more than 20 thousand rows. In other words, this connector doesn't work for 99% of cases.

When trying to use the API, the same thing happens, because I can't import a table with more than 20 thousand records at once, and when trying to use pagination to import a few records at a time, the process takes me several hours to completely import a single table. This is not productive, it is tiring and takes up a lot of my time to do something that should be simple.

I am being charged to bring CRM data into Power BI, please can someone help me?

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Studio_Creatio

8.0

Two lookup field should not show same value validation

12:04 Jun 13, 2026

Hi all,

In case page I have two lookup fields - Owner and Individuals both are lookups on contacts.

Validation required - They should not accept same values.

How can I achieve this. Please help.

Many thanks.

1 comments

Prabhath Surya

09:13 Jun 15, 2026

Hello,

You can enforce this entirely on the client side in Freedom UI. The two most reliable approaches are a save handler (crt.SaveRecordRequest) and a custom validator (inline error message as the user fills the form). You can use either of these

Example - Save handler (blocks the save)

handlers: /**SCHEMA_HANDLERS*/[
    {
        request: "crt.SaveRecordRequest",
        handler: async (request, next) => {
            const owner = await request.$context.Owner;
            const individuals = await request.$context.Individuals;

            if (owner && individuals && owner.value === individuals.value) {
                request.$context.executeRequest({
                    type: "crt.ShowDialogRequest",
                    $context: request.$context,
                    dialogConfig: {
                        data: {
                            message: "Owner and Individuals cannot be the same contact.",
                            actions: [
                                { key: "ok", config: { color: "primary", caption: "OK" } }
                            ]
                        }
                    }
                });
                return; // stops the save
            }
            return next?.handle(request);
        }
    }
]/**SCHEMA_HANDLERS*/

Custom Validator: Define a custom validator on either field in the ViewModelConfig, then trigger it via the attribute change request whenever either field's value changes.

Using both is a common pattern: validator for live feedback, save handler as a safety net.

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How to Remove Previous Audience Members from Campaign?

Tanu Shree

18:03 Jun 11, 2026

Hi,

I started a campaign with one audience, then stopped the campaign and added a different audience before starting it again.

However, in both the Campaign and Bulk Email audience tabs, I can still see the previous audience members along with the new audience.

Is this the expected behavior? If not, how can I remove the previous audience members so that only the current audience is included?

Thank you

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