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Hi everyone,

I'm exploring the AI capabilities in Creatio 10x and wanted to understand whether it's currently possible to generate a complete Business Process (BPMN) directly from a natural language prompt. I have used the AI Agent Toolkit (CLIO) and couldn't proceed further with BPMN generation from prompts.

My understanding so far is:

  • Creatio.ai can generate custom applications and assist with other AI-powered capabilities.
  • AI Skills allow prompts to orchestrate existing business processes and actions.
  • The Process Designer provides AI-assisted recommendations for the next process element, but not full process generation.

What I'm trying to achieve is something like:

"Create a contract approval process where:

  • If the contract value is greater than $10,000, route it to the Legal Manager.
  • If approved, send an email notification.
  • Otherwise, return it to the author with comments."

and have Creatio automatically generate the complete BPMN diagram (gateways, approvals, email tasks, branches, etc.) in the Process Designer.

Is this currently supported by any of the following?

  • Creatio.ai
  • AI Agent Toolkit
  • AI Skills
  • Clio
  • Any marketplace add-on or external toolkit

Or is manual creation in the Process Designer currently the only supported approach?

If this feature is on the roadmap, I'd also appreciate any information you can share.

Thank you!

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Hi,

I want to create a report on Login Count for sales reps only. The Login Count object only has a User Name field (text type) with no lookup to any object, so I can't filter by role.

My plan is to replace it with a custom object that adds a lookup to the Users object, so I can use the User in Role object to filter by the sales role and populate the user field whenever the User Name changes.

A few questions:

  1. Do you see any risks with replacing a system object like this?
  2. What happens if Creatio updates the Login Count object in a future version, will our custom object be affected?
  3. Can changes to the Login Count object trigger a Business Process?

Thanks!

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Hello,

First, it's important to clarify that the Login Count object is not a system object - it was added either through one of the apps on the Marketplace, or as a customization by Creatio project team.

1. Do you see any risks with replacing a system object like this?

Since this is not a system object, you can replace it without issues, and everything should continue to work as expected.

2. What happens if Creatio updates the Login Count object in a future version, will our custom object be affected?

Since it's not a system object, the Creatio won't be updating it as part of core platform updates. However, if you need to update the package that contains this object, and the package's publisher makes changes to the object as part of that update, this could naturally affect your replacement. So I'd recommend being cautious with future updates to that specific package.

3. Can changes to the Login Count object trigger a Business Process?

Unfortunately, there is no functionality to trigger a process based on changes to the object itself. However, you can trigger business processes based on adding, deleting, or modifying records within this object - just not on changes to the object's structure.

Hello,

First, it's important to clarify that the Login Count object is not a system object - it was added either through one of the apps on the Marketplace, or as a customization by Creatio project team.

1. Do you see any risks with replacing a system object like this?

Since this is not a system object, you can replace it without issues, and everything should continue to work as expected.

2. What happens if Creatio updates the Login Count object in a future version, will our custom object be affected?

Since it's not a system object, the Creatio won't be updating it as part of core platform updates. However, if you need to update the package that contains this object, and the package's publisher makes changes to the object as part of that update, this could naturally affect your replacement. So I'd recommend being cautious with future updates to that specific package.

3. Can changes to the Login Count object trigger a Business Process?

Unfortunately, there is no functionality to trigger a process based on changes to the object itself. However, you can trigger business processes based on adding, deleting, or modifying records within this object - just not on changes to the object's structure.

Anastasiia Zhmud,

Thank you! The information is very helpful!

 

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Twilio
Studio_Creatio_enterprise_edition
8.0

We are getting inbound SMS via Twilio and they are not being associated to the proper contact despite the phone numbers matching.  We are having to manually do the association to the contact.  Anyone have a fix or work around??

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bulkemail
Marketing_Creatio
8.0

In the classic email designer, you could add a value to the "Entity settings for campaign signal" and as long as it had a path to the contact, you could use that object as the starting point for your template. Is that possible in the new designer? If so, I can't find where to set that. Or is this an example of where the functionality in the new designer is still behind the older version?

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It's not possible in the new designer, which I am completely unhappy about 👎🏻. I have several clients that will remain on the old/classic designer just for that functionality.

Ryan

Ryan Farley,

As always, thanks, Ryan.

Frustrating.

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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? 

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You can filter a contact lookup to show only Creatio users using the following: 

https://customerfx.com/article/how-to-filter-a-contact-lookup-to-display-only-users-on-a-creatio-freedom-ui-page/

If you want to do that for Contacts with associated "Employee" records, that is possible in a similar way, go to related objects and you should see something like employee by column contact there.

Ryan

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