Hi everyone
If you know some ways of the subject, could you support me please?

I am not an engeneer but just the use person, I am a sales person.
I would like to see the specific mail in Creatio, but not all of the mail.

How do I can bring it into the Creatio?

Also, I would like to know, what is the logic behind automatically selecting emails that are linked? I believe there are interactions with the same customer in both Opportunity and Lead. How does it automatically determine that? What's the key?

Sorry for all the talk, but I need your help.

Thanks!

Hello Community,

I want to send bulk emails/email campaigns based on the Due Date field from my data (Invoices or custom objects).

The requirement is to send reminder emails automatically one day or three days before the Due Date using existing records, not manual delivery. Can you explain step by step how to edit the campaign flow for this requirement and list the elements I need to use?

Currently, in my Campaign Designer (Creatio 8.3.2 Freedom UI), I only see:

- Add from events, landing pages, web pages
- Add audience
- Timer

I don't see the Wait until date element.

Thank you.

Hello,

1. We have several development teams (different maintainers), each consisting of several developers, and each team works on its own app in Creatio. All apps are stored in the same Git repository. Every app consists of a single assembly package. Every time a developer compiles the assembly package, a bunch of new files are modified in the /File folder of the package. So, the question is: which of these files need to be stored in the repository and which do not? In other words, what entries should be added to the .gitignore file for an assembly package?

   I tried adding the following:

    

   /Pkg/DemirCRM/Files/Bin 

   /Pkg/DemirCRM/Files/obj

   However, these only seem to work for newly added files (those not yet stored remotely). The modified files continue to appear in the commit list and cause conflicts while merging branches. I could probably solve this issue by removing unnecessary files from the remote, but I need to know which ones to remove.

2. I am also starting to wonder whether using an assembly package is a good choice for parallel development. Would it be better to convert it to a regular package instead?

Just screen of modified files after compilation with no actual changes in configuration.

Hi,

I am working on a Field Service Management scenario in Creatio.

Requirement:

A Case should create a Work Order when on-site service is required.

The Work Order should allow adding products or services (parts, labor, etc.).

Questions:

Is there OOB approach to create a Work Order from a Case?

Which standard objects should be used for Work Orders and Work Order products/services?

Hi Team,

How can we perform a validation before moving a record to the next stage using OOB configuration?

Use case:
Before moving an Opportunity to Closed Won, I need to validate that the related Opportunity Products count is greater than zero.
If there are no products, the stage transition to Closed Won should be blocked.

What is the recommended OOB approach to achieve this validation on related object records during stage transition?