Время создания
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Hello colleagues,

I'm looking for a way to customize the email composer interface. Currently, the "To" field uses a Dropdown list view (simple listbox), but I would like to change it to a Selection window instead.

Current behavior: The "To" field displays a basic dropdown list with limited search capabilities. However, when the customer has thousands of contacts, this listbox format is not user-friendly and makes it difficult to find the right recipient.

Desired behavior: I want the "To" field to open a Selection window modal, which would allow me to:

  • Search freely across multiple fields
  • Add custom columns to the search grid
  • Have better filtering and selection options

Is there a configuration setting to change the lookup view type for this field? Can this be modified through the Section Wizard, page settings, or would it require development changes?

Any guidance on how to switch from Dropdown list to Selection window for the email composer "To" field would be greatly appreciated!

Thank you in advance.

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cases
case
service
Email
Service_Creatio
8.0

Hello Creatio Community,

In cases of autoreplies, the subject structure is always the same, e.g., "Re: [Subject]". How can we modify it to include the case number as well, e.g., "Re: [Case #123] [Subject]"?

Overview

Creatio's Service Desk sends automatic autoreplies when cases are created from incoming emails, but the default subject doesn't include the case number. This makes it harder for customers to reference specific cases in follow-ups.

Goal

We want the autoreply subject to dynamically append the generated case number (e.g., "SR-123") right after creation/registration.

How can we achieve this?

Sasor

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+++++

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Studio_Creatio
8.0

Hello,

I've been struggling to get the dockerized version of creatio running fully with no errors.

The first error is at the start of the container like below, the application runs fine after:



The second error is recurring too, also nothing happens when it shows in the container:

The third error happens after every app compilation, no errors in the compilation, but docker container stops with that error:

What I've tried so far:

• Recreating the containers.
• Regenerating the source code.
• Recompiling the environment.
• Restarting the containers.

None helped so far.

Thanks for helping me solve all three errors.

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Hi Everyone,


Is it possible to generate an Excel Report from the Excel Reports Builder section at a specific time automatically and upload it to a shared drive folder?

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Hello.

Currently, Creatio does not provide native functionality to automatically schedule Excel report generation from the Excel Reports Builder or direct upload to a shared drive folder. The export to Excel feature can only be initiated manually within the UI using the "Export to Excel" option.

If you require automation for this process, it will need to be implemented through custom development or the use of external scripts and tools.

Best regards,
Antonii.

Antonii Viazovskyi,

Currently we can generate Excel Reports via a business process and send it as an attachment in an email. Is there a way to rather upload those in shared drive folder instead of email through a business process?

Yes, especially depending on the data, sending through email is not necessarily the most data protected/secure method..

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Sales_Creatio
8.0

Is there an update on the release of this? Seems it has been on roadmap for a while but still does not appear in 8.3.2.

As a workaround does anyone know if it is possible to open an old Classic UI pivot dashboard from a button click on a Freedom UI section/page?

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On the roadmap pivot tables currently shows that it's slated for Q12026, so hopefully soon!

As for alternatives for Freedom UI, there is this in the marketplace (not free). It's likely possible to use this method to load in a classic pivot list component, but I've not tried.

Ryan

On the roadmap pivot tables currently shows that it's slated for Q12026, so hopefully soon!

As for alternatives for Freedom UI, there is this in the marketplace (not free). It's likely possible to use this method to load in a classic pivot list component, but I've not tried.

Ryan

thanks Ryan. $70 per month for that so guess will have to hold fire until Creatio release this function.

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