Hello,

You can add a business rule to hide the import button based on the Opportunity stage.

- Condition: If the Opportunity stage equals "Completed", in my example "Proposal".
- Action: Hide the import button.

Example:
Result:



Best regards,
Malika

Hello Rohith,

After reviewing your inquiry, I would like to inform you that, unfortunately, it is currently not possible to update all existing DCM records to the newly created DCM version in bulk. At this time, the case version can only be changed manually for each record individually.

However, a request has already been submitted to our R&D team to evaluate and potentially implement this functionality in a future release.

Hello!

Currently, Creatio does not offer a built-in feature to automatically generate a browser version of an email. However, there is an alternative approach that can help you achieve this:

You can design your email template in HTML, and then host its HTML version on a web server or cloud storage that allows public access. This way, you can add a link in your email, such as “View this email in your browser”, which will redirect recipients to the hosted version.

Working with HTML templates gives you maximum flexibility to adapt your email design for different platforms and devices, ensuring consistent display and providing an easy way to share a browser version.

If you could share more details about your desired end result, we would be glad to provide more tailored recommendations or examples for implementation, since it will help us better understand your specific context.

Ok, thank you for your reply. However, I thought you were advertised as a 'no-code' platform?

Hello, 

We have clarified the information with our development department and unfortunately, at the moment Creatio Ai does not work with files. 

This functionality is indeed in the development plans. However, only from about 8.3.2+ version of the product. 

As a workaround, you can parse the files and provide them to the model in text form so that it can work with them. You can try to achieve this through third-party services or using development methods in Creatio.  For example, you can try to parse a text format file as follows:


However, unfortunately, we do not have ready-made solutions at the moment.

Best regards,
​​​​​​​Ivan
 

Hi! 

Right now, unfortunately, Creatio AI is available only using Creatio Cloud Service. To connect it to your local deployments - feel free to ask our support team for help.

Okay thank you