Hello,

When a business process file is exported, it exports it as a .md file. When I try and import business process files Creatio accepts only BPMN files. Am I able to export the files as a BPMN file or is there another work around?

Thanks,

Matt 

Hello community,

I'me testing AI Segmentation Agent within working with Bulk Email. I've asked to add some contacts to the audience of an email, but agent has responded that it could not find Contact table.The exact response is: 

It seems that even with "Contact" as the entity name, the system cannot locate the correct table. This might be due to specific schema customization in your Creatio environment.

As I see in the configuration Contact entity hasn't been renamed, but I might see in a wrong place. Where also can I check whether Contact table has been renamed or not? Or does the issue have another reason?

Hi

Is there a way to hide and add specific sections from the global + record?

Hi,

I have hit this so many times now, so it is time to post and get someone to guide me on how I can get the Creatio AI to actually create the charts I want.

I post my request in this way:

Add a chart to this dashboard which shows the Sum of the Product Total, where the Product is in the Product Family lookup 'ITSM'

Use the 'Order' data source and correlate the 'Products in Order' data source to the 'Products', which then contains the field for Product Family

This is what I always seem to get back:

I’m having difficulty identifying the correct data source for "Product Total" and "Product Family" in your system. Could you clarify the name of the section or entity where the product totals and product families are stored? For example, is it “Product”, “Order Products”, “Opportunity Products”, or something similar? 

Once you provide this information, I’ll be able to create the chart widget exactly as you need.

Multiple passes at providing the same information in different ways, does not get me to the point of the AI adding the chart. Please help, as AI is not.