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Hi Creatio Community,

I'm currently implementing a custom chat channel provider by following the official documentation, and I have a couple of questions regarding the database setup.

1. Creating the provider settings table

The documentation instructs us to create a database table using a SQL script, for example:

 

CREATE TABLE SomeProviderMsgSettings (
    Id uniqueidentifier NOT NULL DEFAULT (newid()),
    Token nvarchar(250) NOT NULL DEFAULT (''),
    UserName nvarchar(250) NOT NULL DEFAULT (''),
    CONSTRAINT PK_SomeProviderMsgSettings_Id PRIMARY KEY CLUSTERED (Id)
)

 

My understanding is that creating the table directly with SQL only creates the physical database table, but does not create a corresponding Object (Entity) in Creatio.

Is that correct?

If so:

  • Is it completely acceptable for this table to exist only in the database without a Creatio Object?
  • Or is it considered best practice to create a Creatio Object (schema) that maps to this table instead of creating it only with SQL?

2. Registering the custom provider in the Channel table

The documentation says to add a record to the Channel database table.

However, when I look in the Configuration section, I can see several objects related to "Channel", for example:

  • Channel
  • ChannelPerformance
  • ChannelPerformanceAIStatus
  • ChannelPerformanceStatus

My questions are:

  • Which Channel object is the correct one that should contain the record for a custom chat provider?
  • Is this referring to the Channel object with the code name Channel, or another object?
  • What is the recommended way to insert the record?
    • Should it be inserted directly using SQL?
    • Or is there a supported way to create the record through the Creatio UI (for example, by creating a page or using an existing section)?
    • If the UI approach is recommended, could someone explain the proper way to do it?

I'd appreciate any guidance or best practices from anyone who has implemented a custom chat channel before.

 

Thank you!

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Hi

Is it possible to sort the favourites folder drop down alphabetically as a default? At the moment the default is based on recently added.

 

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Hello,

Unfortunately, sorting of favorite folders is not yet implemented. However, we have already registered a request with our R&D team to explore the possibility of adding this functionality. You can follow updates in our release notes.
Have a great day!

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Greetings,

I am looking to make some edits to the Sales Pipeline. An earlier member posted this on another post I made, but I could not find the file. Does anyone know what the file is called, and maybe where to find it?

 

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Hi community,

any idea on the best approach to add record permissions to email template object?
Some roles should have access to only some email templates.

It is possible to add the record permissions to the object but then, as the page is completely custom built by creatio, how to update the permissions?

Thanks

Luis

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Hi,

I am facing an issue after migrating a Freedom UI dashboard from our One environment to another.

  • I created a Freedom UI dashboard page named Service Management using the BaseDashboardTemplate parent page in package.
  • I exported this package from one and successfully imported it into our another environment.

The Issue:

In another environment, under the Configuration section, I can see the client module page schema perfectly, and I can even open it in the Page Designer where all the layout components and widgets display correctly.

However, when I navigate to the Dashboards section in the workplace shell, the dashboard entry appears in the list, but selecting it results in a completely blank screen / infinite loading animation.

What I've Tried:

I suspect the issue is due to a missing database record binding (the metadata transferred, but the actual lookup/registry data didn't). I went to Advanced Settings $\rightarrow$ Data Binding in my package to manually bind the data record, but:

  • Searching in SysDashboard or SysWidgetDashboard by Title returns No records found.
  • Searching in SysSchemaUserSetting by the schema code also returns no results.

My Question:

Which specific system table or object stores the runtime registry/navigation records for Freedom UI dashboards built on BaseDashboardTemplate? What is the correct way to bind this dashboard so it displays properly in the workplace section after deployment?

Any guidance or step-by-step help would be highly appreciated!

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