There is already some of the functionality mentioned in that marketplace addon built into Freedom UI - the ability to set up the lists for specific folders is possible OOTB. All you need to do is go into a folder, click the 3 dot menu on the list selecting `Save list settings for "Folder Name"`, and then you can change the column setup to how you want it to be for that folder:
Just as a note, you have to do the "Save list settings for X" step before you start making changes to the column setup, as any changes made before clicking that button would be made for the "base" column setup until a specific list settings is saved for that folder.
There is already some of the functionality mentioned in that marketplace addon built into Freedom UI - the ability to set up the lists for specific folders is possible OOTB. All you need to do is go into a folder, click the 3 dot menu on the list selecting `Save list settings for "Folder Name"`, and then you can change the column setup to how you want it to be for that folder:
Just as a note, you have to do the "Save list settings for X" step before you start making changes to the column setup, as any changes made before clicking that button would be made for the "base" column setup until a specific list settings is saved for that folder.
I have a requirement to use the files uploaded to an account record in an AI skill. I tried with multiple prompts but everytime it says no files are found for the account record. I even mentioned to get the files from AccountFile(that's where the files are being saved when uploading files using attachments section) but still no luck.
Has anyone tried this? I didn't find any documentation related to this.
Summarize the details of all documents attached to an account. The documents are retrieved using the account name from the AccountFile table. Include the document names, creation dates, last modified dates, and any available notes. Highlight any key differences or unique attributes of the documents.
## Process Flow Process Flow Steps 1. Retrieve Documents: Use the AccountFile table to search for documents associated with the account id. Ensure all relevant document details, such as name, creation date, last modified date, and notes, are retrieved. Analyze Document Data:
2. Extract key attributes of each document (e.g., name, timestamps, notes). Identify any unique characteristics or differences between the documents. Generate Summary:
3. Create a concise summary of the documents, including: Document names. Creation and last modified dates. Notes or additional metadata. Highlight any notable differences or unique attributes. Present Results:
Provide the summarized details in a clear and structured format. Ensure the output is user-friendly and easy to understand.
Below are the responses.
It seems there are no attachments currently available for the account "Our company". If you need assistance with uploading or managing attachments, feel free to ask!
I verified the account attachments by using the "Get Documents Content" function, which retrieves the available documents or attachments associated with the account. The result indicated that there are no attachments currently available for the account "Our company". If you need further assistance or want to upload attachments, let me know!
Thank you for your question. To make the AI Skill work with files attached to an Account record (via the AccountFile object), it’s not enough to simply refer to the file source in the prompt — this approach alone will not work.
Recommendation: We suggest creating a dedicated action or business process that will pass the required files or their content to the AI Skill. Only this way can the AI effectively access and analyze the data.
We also recommend reviewing the following articles on the Creatio Academy:
Thanks for the response. In that case I have to create a business process which will take the account id, get all the files, extract the content and refer that content in AI skill.
It would be really helpful if you can suggest a way to extract the content from the file !
I am looking to set up Creatio cloud based version controlling using SmartSVN as I am on a Mac (TortoiseSVN does not support Mac devices).
As such, when exporting a package, I get a .gz that only contains a text file after unzipping it. This will not work as I need the actual folders and files to manage a repository from.
I noticed that when exporting the OOTB applications (Service Creatio, Customer365, etc), it correctly exports into the file based format I am looking for.
What is the work around to version controlling custom applications built in the cloud on a Mac Device?
I wrote a customer webservice and returning a simple string message (screenshot below). But customer don't like this page and want something like Thank you page or pop up. Can anyone suggest how to solve this?
We have different users doing different read process on objects that should result in more then 5000 records being read. It is impossible to start creating and extra column for every businessprocess on every object to filter out the records already processed. Is there a way get the next 5000 records, without having to update a dedicated flag for that business proces? Some of those business processes should run simultaneously, so in that case a dedicated flag to trace the already processed records doesn't work. Is there another way to bypass that?
In Creatio, there is no built-in way to keep track of already processed records across multiple business processes without using an additional attribute, such as a flag, status, or timestamp. The platform’s business process engine does not store pagination state between runs, so without a dedicated field to mark processed records, each process run will read the same data repeatedly.
A dedicated column or flag ensures that processes can consistently filter out records that have already been processed, especially when multiple processes run in parallel.
We can recommend the following solutions:
- Use pagination logic (LIMIT + OFFSET) and store the last offset value in a system setting or a separate table.
- Implement a queue mechanism outside the standard process engine, where each process pulls its portion of data from a central queue or via a custom API.
- Use temporary tables or a staging area to store the IDs of records being processed, but this also requires custom logic.
In summary, Creatio does not currently provide an out-of-the-box feature for this scenario.
We recommend implementing a simple status or flag to reliably trace which records have been processed.
