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At Syntech, we wanted to make working with CRM data more visual, collaborative, and intuitive.

That’s why we built Syntech Whiteboard — an application for the Creatio platform that allows teams to work together on a shared canvas in real time.

The idea is simple.

Instead of discussing data through calls, messages, or screenshots, teams can open a single board and work through information visually, together.

Syntech Whiteboard enables real-time collaboration, allowing multiple users to interact with the same board simultaneously. Teams can map out relationships, discuss ideas, and make decisions in one shared space.

The application makes it possible to visualise connections between contacts, accounts, and any Creatio entity using a dynamic drag-and-drop canvas. This helps teams better understand how their data is structured and how different elements are related.

To simplify this process, the system includes automatic relationship discovery. Instead of building connections manually, the application detects and displays relationships between records.

The board is also fully configurable without code. Users can define which entities to display, select columns, customise colours and icons, and apply filters through a visual settings panel.

For working with more complex diagrams, Syntech Whiteboard includes tools such as a minimap, grid alignment, and zoom controls, making navigation easier and more structured.

In addition, users can create linked nodes and customise edges to represent relationships more clearly, including intermediary entities and labelled connections.

Syntech Whiteboard can be used in different scenarios, such as aligning on account hierarchies, mapping deal stakeholders, or onboarding new team members.

The goal is to provide teams with a shared visual workspace directly inside Creatio, where they can collaborate and work with CRM data more effectively.

If you’re looking for a way to make your CRM processes more visual and collaborative, Syntech Whiteboard can help bring your team onto the same page.

For a DEMO, register on the site - https://syntech.digital/

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Hello, I'm using a script task based on signal record deleted that will trigger this exception. But somehow nothing showed not even a popup notification about the exception.

I tried creating a business process using the same script task that triggers an exception based on an object event process, and a notification popup was seen from the UI whenever the the condition was met.
 

The same way to throw the exception, yet different results. Why is that?
I need help and an explanation of this "throw new Exception..." on how it worked. If there is a work around to trigger this script task, I will be happy to discuss about it.  

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Business Process
permissions
lookup
CanManageLookups
Add Data
#SystemSecurityContext

Hello Creatio Team,

I hope you are doing well.

I am reaching out regarding an issue we are experiencing in our environment when executing a business process that attempts to create a record in a lookup object.

Issue description:
When the process runs, it fails with the following error:

System.Security.SecurityException: The current user does not have sufficient permissions to execute "CanManageLookups"

imagen

This occurs during the execution of an “Add Data” element that inserts a new record into a lookup object. The error is triggered in the lookup event (BaseLookup_CrtCoreBaseEventsProcess) during the saving stage.

Additional context:

  • The process has “Use system security context” enabled.
  • The user executing the process does not have the CanManageLookups permission.
  • We also attempted to manage access rights within the process, but the error occurs before the record is created.
  • This behavior suggests that lookup-level security validation is executed before process-level permissions are applied.

Business process

Business requirement:
We need to allow this process to create records in the lookup object without granting broad administrative permissions (such as CanManageLookups) to end users.

Questions:

  1. Is there a recommended way to allow a business process to insert records into a lookup object without requiring the user to have CanManageLookups?
  2. Does the “Use system security context” option apply to lookup events, or is there an alternative approach to execute this operation with elevated privileges?

We would appreciate your guidance on the best practice to handle this case, especially considering security constraints in our environment.

Thank you in advance for your support.

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Hello,

I am in my UAT/Dev environment and I trying to generate leads from a landing page. 

I have Lead selected in the form settings:

 

 

The URL is generated, and I am able to access it. It says "thank you for submitting it" or something to that effect. 

I see a record of it in my webhooks section but no Lead is generated. 

 

Does anyone have any trouble shooting ideas?

Thanks,

Matt 

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Does the status of the webhook ever change from New to Done or anything else? If not, it could be that the process that handles that is disabled. Look for a process named "Create object records based on incoming webhooks" and make sure it is not disabled as a starting point. 

Ryan

Also, does the webhook data contain the "EntityName": "Lead" value? (double-click the row to see the full payload)

Ryan Farley,

Here is the full row:

Thanks for your help! 

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Hi everyone,

I've set up Clio successfully before on other machines, but on this new Windows 11 setup I'm hitting a wall with cliogate installation and can't find a way through.

I'm currently traveling and don't have access to my other machine to compare, so any help to unblock this would be much appreciated.

Environment:

  • Creatio: 8.3.2.4199, .NET Framework, IIS, PostgreSQL
  • Clio: 8.0.2.67
  • OS: Windows 11, IIS 10
  • URL: local IIS instance on port 8020
  • IsNetCore: false

What works:

  • clio ping -e MyEnv → success
  • clio packages -f cliogate -e MyEnv → shows cliogate 2.0.0.31 pre-installed
  • Installing my own .zip packages via ApplicationManagement UI → works fine

What fails:

  • clio install-gate -e MyEnv → uploads then throws EnsureSuccessStatusCode
  • Manual upload of cliogate.gz via ApplicationManagement UI → 400 Bad Request
  • Manual upload of cliogate as .zip → 400 Bad Request
  • clio generate-pkg-zip + upload → 400 Bad Request

The IIS log shows no entry for the failed upload requests — the 400 happens before IIS logs it. InstallZipPackage.log shows no entries for the cliogate upload attempts either.

Current state: the instance has cliogate pre-installed at version 2.0.0.31. Clio 8.0.2.67 requires 2.0.0.32 or higher, so it reports: "To use this command, you need to install the cliogate package version 2.0.0.32 or higher".

Questions:

  1. Why does PackageInstallerService return 400 for cliogate specifically, while other packages upload fine?
  2. Is there a way to upgrade cliogate from 2.0.0.31 to 2.0.0.41 without the upload mechanism?
  3. Is there an alternative download for the cliogate package compatible with Creatio 8.3.2?

Thank you

 

Julio Falcon

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