We are using a Freedom UI application and want to restrict Quotations visibility by role (e.g., R&D users should only see records with Status = Quote / R&D Review).
In Classic UI this could be done via Section access → default folder by role, but we do not see this option in Freedom UI.
Can you please confirm whether role-based default folders / section access are supported in Freedom UI?
If not, is Object permissions with conditional Read access the recommended and supported approach?
Please advise on best practice.

how user can enter only one pdf or one file not list like this is there any built-in item do this ?

Hi all,

I am running a process to deserialise a JSON string from a webhook and pass the results (an email address and a state) into a sub process.

The deserialisation step works as I can see the results which have been passed into the collection of records parameter in the process log (only 1 in this sample):

Parent process
                {
            "Parameter": "Bouncebacks",
            "Value": {
                "Before execution": [
                    {
                        "email": "billy.bob@river.com",
                        "__state__": "bounced"
                    }
                ],
                "After execution": [
                    {
                        "email": "billy.bob@river.com",
                        "__state__": "bounced"
                    }
                ]
            }
        }

  I pass this collection into a sub-process but the values don't appear to pass in correctly:

//Sub process
        "Process parameters": [
        {
            "Parameter": "Email",
            "Value": {
                "Before execution": null,
                "After execution": null
            }
        },
        {
            "Parameter": "State",
            "Value": {
                "Before execution": null,
                "After execution": null
            }
        }
    ]      

  I cannot figure out why not. Any ideas?      

Hi.  We are using the Excel add-in to create a spreadsheet and attach it to an email.

Is there any way to create a link in a cell?  We have the Opportunity # listed in the spreadhseet, and it would be handy if the user could just click the cell and open that Opportunity in Creatio directly.

I know I can open Excel and create a hyperlink like Oppy-123456 but can this be created in the Excel add-in somehow?

Thanks
Rob

Hi Community,

I am experiencing an issue with a business process in Creatio where the Generate Document (Generate Report) node is not generating the document correctly.

The process executes without throwing a visible error, however:

• No document file is generated as expected (0 bytes),

As a result, any subsequent logic that tries to read the generated file fails, since the document content does not exist.

Additionally, we have a node in the process that modifies the SysFile entity. This implementation is necessary for document control purposes. Until last week, this configuration was not affecting the process; however, we have noticed that it is now preventing the file from being generated in the Attachments section.

Has anyone experienced a similar issue or knows what might be causing this behavior and how it can be resolved?

Thank you in advance for your support.