Время создания
Filters
#FreedomUI
#Printable
#lookup
#filter
Sales_Creatio
8.0

We have implemented a lookup-based filtering mechanism for Printables in Classic UI. The behavior is as follows:

  • A lookup field (e.g., Stage) is used as a filter.
  • Based on the selected lookup value, only the related Printables are shown.
  • For example, if there are 15 Printables in total and the user selects the “To Be Signed” stage, the system dynamically filters and shows only the 2–4 Printables that are relevant to the “To Be Signed” attachments.

This works correctly in Classic UI.

Now our customer has migrated to Freedom UI, and we need to implement the same functionality there. We have searched both Academy and Community, but all available examples of Printable filtering appear to be limited to Classic UI. We could not find any reference or implementation guidance for achieving lookup-driven Printable filtering in Freedom UI.

Has anyone implemented a similar scenario in Freedom UI, where Printables are dynamically filtered based on a selected lookup value or stage?

Any guidance, architectural approach, or sample implementation (Client schema, DataSource filtering, or UI Handler logic) would be highly appreciated.

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I want to know How can I move or transfer bulk emails to one site to another along with its design.

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Hello,

To transfer bulk email templates from one Creatio site to another, please follow these steps:

1. Add the relevant email templates to a custom package:
- Bind the required templates to the package in the configuration section.
- Ensure all columns are included in the data binding (including multilingual content and images, if applicable by binding EmailTemplateLang and SysImage data).
2. Export the package with data:
- Use the package export functionality, making sure to select the option to include data.
3. Install the exported package on your target environment:
- Import the package via the "Installed applications" section and confirm that data is installed.

This process reliably transfers bulk email templates between Creatio environments. If you encounter any specific errors during this migration or need further clarification about package/data binding, please provide details so we can assist you further.
 

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Creatio_File_API
IFile
EntityFileLocator
MinIO
Content-Type
Marketing_Creatio
8.0

Hello everyone

We are integrating Creatio File management API with MinIO (S3-compatible object storage). The files are successfully uploaded to MinIO, but the object metadata in MinIO has an incorrect Content-Type (it ends up as text/plain). This becomes a real issue in the browser - when opening the direct MinIO object URL, the browser does not render images (PNG) because MinIO returns:
Content-Type: text/plain
X-Content-Type-Options: nosniff

What we do in Creatio:

IFileFactory fileFactory = UserConnection.GetFileFactory();
var fileLocator = new EntityFileLocator("PromotionFile", imageId);
IFile file = fileFactory.Create(fileLocator);
file.Name = fileName;
file.SetAttribute("PromotionId", promotionId);
file.Save();
fileStream.Position = 0;
file.Write(fileStream, FileWriteOptions.SinglePart);

Expected behavior
When uploading a PNG (or any file), MinIO should store and return the correct Content-Type (e.g. image/png) so that direct browser access works.

Actual behavior
The uploaded object in MinIO still has wrong Content-Type (text/plain), as if Creatio ignores the file extension.

Questions
Does Creatio File API support setting the Content-Type for the underlying storage object especially for MinIO?

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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!

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email campaigns
campaigns
Marketing_Creatio
8.0

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.

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