The employees are mixed within our customer contacts. Their specific person records are labelled differently, but when ownership is changed on a specific record and the lookup record is accessed it contains a list of all contacts (employees or not.) Is there a way to create a sub contact lookup with just employees? 

Hi. 

We have a process that sends an email to specific roles every time an Opportunity is Closed Won. Out of the blue it has stopped working and when I looked into the business process there is an error: An error occurred while applying the value of the parameter "Sender" of the business process element:
   Unable to compute expression "[#SysSettings.BIGDalkiaEmailSender#]", error: Unable to continue process: system setting "BIGDalkiaEmailSender" not filled. Please, contact system administrator.

Anyone able to tell me what this means? I am a new Admin and learning as I go so would love any help I can get!

Thank you.

Hi everyone,

I'm looking for guidance on implementing a field-level format validation in Creatio and wanted to check if there's a recommended no-code or low-code approach before going down the custom development route.

The requirement is as follows:

- We have a VAT Number text field on the Account (or Contact) page.
- For domestic customers, the value must follow the local VAT number format.
- For foreign (EU) customers, the value must follow the EU VAT number format: 2 letters followed by at least 6 digits (e.g., XX12345678).
- The correct format to validate against should depend on the value of the Country field on the same record.

What I'd like to achieve:
- When a user enters a VAT number that doesn't match the expected format for the selected country, the system should show a validation error and prevent saving.

My questions:
1. Is there a way to implement pattern/regex-based validation like this using Business Rules or Process Designer, without writing custom code?
2. If not, what would be the recommended approach, client-side field validation (JS), server-side entity validation, or a business process with a Formula element?
3. Has anyone implemented something similar (country-dependent format validation) and would be willing to share their approach?

Any guidance, examples, or links to relevant documentation would be greatly appreciated.

Thanks in advance!

Hi, I'm trying to create a help/guide section in creatio and I want to include screenshots that I've taken. I can use the label/text component to write out the steps in the guide but I'm not seeing any components that would allow me to display a screenshot.

Hi,

I am trying to create a chart that shows the sum of all Opportunities closed this year, by Account. I am able to create one that shows the count of all Opps by Account but not sum. When I try to do this via the Account name as the column I do not have that option. If I go to related Objects and choose Account there is also not an option to choose Name. How do I add that field to the available fields in a chart?

Thank you.