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Hi Team,

I'm calling the custom web-service on the Customer Portal to fetch the role of the currently logged-in user: <strong>UsrUserInfoService/GetCurrentUserInfo</strong>. But the request is responding with 404 - Page Not Found error.

However, this service works as expected on the Employee Portal with the following endpoint: https://my.creatio.com/0/rest/UsrUserInfoService/GetCurrentUserInfo

I observed that the Requested URL differs slightly due to the presence of an additional path segment <strong>ssp</strong>, as shown below: `https://my.creatio.com/0/ssp/rest/UsrUserInfoService/GetCurrentUserInfo`

 

Thank you in advance

 

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Add these attributes to your service class: 

[DefaultServiceRoute]
[SspServiceRoute]

Ryan

Add these attributes to your service class: 

[DefaultServiceRoute]
[SspServiceRoute]

Ryan

Hi Ryan,

After adding attributes, still getting compilation error below:


I am providing you with source code of service:


using Terrasoft.Web.Common;

using System.Web;

using Terrasoft.Core.Factories;

using System;

using System.Data;

using System.Data.SqlClient;

using System.Collections.Generic;

using System.ServiceModel;

using System.ServiceModel.Web;

using System.ServiceModel.Activation;

using Newtonsoft.Json;

using Terrasoft.Core;

using Terrasoft.Core.DB;

using Terrasoft.Common;

using Terrasoft.Core.Entities;

namespace Terrasoft.Configuration.UsrUserInfoService

{

    [ServiceContract]

    [AspNetCompatibilityRequirements(RequirementsMode = AspNetCompatibilityRequirementsMode.Required)]

    [DefaultServiceRoute]

    [SspServiceRoute

    public class UsrUserInfoService : BaseService

    {

       [OperationContract]

        [WebInvoke(Method = "GET", UriTemplate = "GetCurrentUserInfo", ResponseFormat = WebMessageFormat.Json)]

        public string GetCurrentUserInfo()

        {

            // Fetching Current Logged-in User Role

        }

    }

}

souresh khandelwal,

Sorry, forgot to also mention to add these usings: 

using Terrasoft.Web.Common;
using Terrasoft.Web.Common.ServiceRouting;

Ryan

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Hi Team,

I’ve been working on customizing the Contact entity in Creatio. Specifically, I added a custom tab with several fields and some logic to display data dynamically—this was all done within the Classic UI.

Later, I realized I need this customization in the Freedom UI, and I found out that installing the Customer 360 app is required to get the Contact section in Freedom UI. After installing it, I now see two versions of the Contact section in my app list:

  • One using the Classic UI (where my custom tab appears),
  • One under Customer 360, which uses the Freedom UI (where my custom tab is missing).

Here are the questions I need help with:

  1. Why is my custom tab visible only in the Classic UI version of the Contact section, and not in the Freedom UI one?
  2. Do I need to manually recreate the custom tab in the Freedom UI using the Page Designer, or is there a way to migrate it automatically?
  3. If I rebuild the custom tab in the Freedom UI, how do I package and export this customization (including layout and logic) to another Creatio instance?
  • I understand how to export an app and its code, but I’m unclear how UI changes in Freedom UI (like tab layout and fields) are handled in deployment/export scenarios.

I’d appreciate any guidance or best practices on migrating Classic UI customizations to Freedom UI, and how to maintain portability across environments.

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Greetings,

 

I would like to transfer the Attachments and Notes field when converting Leads to Opportunities.

However, upon looking at the Section Wizard, these are what the fields look like. The Notes field is not an ordinary text field.

Section Wizard page for Leads

Here is the process triggered when converting Leads to Opportunities.

Can someone please help me out with this? Thanks in advance.

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I am asking this because, I have an use case where a single data model requires to have triggers setup for multiple business processes. Is there any best practice regarding this like making a main process that will have all the triggers and run sub processes (multiple) based on what field is changed/added?
My current solution will be having all the process as having there own signals but I am afraid if this will slow down my creatio instance.

Thanks. 

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Hello,

In Creatio, signals are event-driven triggers used to start business processes when a particular event occurs on an object, typically the addition, update, or deletion of a record. When a process contains a signal element, it essentially subscribes to a specific system event. When that event is raised, Creatio evaluates all matching subscriptions and initiates the corresponding processes.

In the case where several processes need to respond to changes on the same object but based on different business tasks (such as changes to specific fields), there are generally two architectural approaches. One is to define separate business processes, each with its own signal element. These processes start independently whenever the triggering event occurs and include internal logic to determine if they should proceed based on the field changes. The other is to design a single process with a more general signal and then route the execution flow internally, either through conditional logic or by invoking subprocesses depending on which fields were modified.

Both methods are valid and widely used in different Creatio implementations. The choice between them often depends on the nature of the business logic, the level of process reuse, and how centralized you want the control and evaluation logic to be. Having separate processes allows for more modular and decoupled logic, which can be beneficial for maintainability. A unified dispatcher-style process offers better coordination and visibility but may introduce more complexity up front.

From a performance perspective, it’s important to note that the number of signal-based triggers alone is not typically the main factor that impacts system performance. Rather, it is the overall process design, how much logic is executed, whether service calls are involved, and how efficiently process elements are structured. In environments using RabbitMQ, Creatio is more likely to offload process execution to the background automatically.

If you encounter any issues with a specific process or signal behavior, we recommend creating a support ticket via the Success Portal. Our support team will assist in analyzing and resolving the issue.

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Hi Creatio Community,

I’m working on a Freedom UI page in Creatio (v8.2.x) and trying to implement the following scenario:

  • I have a detail (DataGrid) with a list of certificates on the Activity page.
  • I’ve also added a custom button to the page.
  • When the user selects several records from the detail and clicks the button, I want to:
    • Get the selected records (certificate IDs),
    • Get the ID of the current activity (parent page),
    • Pass both as input parameters to a business process (to link the selected certificates to the activity).

Using no-code tools alone, I was only able to pass either the collection or the current page ID, but not both at the same time.

Has anyone implemented a similar case?
Would appreciate any working example or best practices for this scenario.

Thanks in advance!

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If you pass the collection from the list, you have the parent ID already since it would have to exist in the list data. You should be able to get the parent ID by just reading the child data. 
Ryan 

Ryan Farley,

Hi Ryan, thank you for your reply!

You're right that if the certificates already had a reference to the activity, I could extract the parent ID from the collection itself.

However, in my case, the selected certificates do not yet have any relationship with the activity. The grid simply displays certificates (filtered by Account), but there’s no link between each certificate and the current activity record.

What I’m trying to do is:

  • Let the user select multiple certificates from this grid,
  • Then click a button to run a business process that will create the relationship between these certificates and the current activity,
  • Which means I need to pass both:
    1. The selected certificate IDs,
    2. And the ID of the current activity page (which isn’t available in the certificate records).

So unfortunately, I can’t infer the parent ID from the child records — I need to explicitly pass both.

If you've come across a similar case in Freedom UI (v8.2+) and have any suggestions on how to pass both parameters to the process, I’d really appreciate it!

Thanks again

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