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Studio_Creatio
8.0

Hi All, question please.

I already googling also searching in Creatio document, but I can not find the answer.

So, how to calculate total summary from all currencies values in Business Process?
There is no summary function there.


Capture :

 

Need advice please, thank you.

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Studio_Creatio
8.0

Hi all, 

contrarily to normal quickfilters, there does not seem to be a nocode option to filter the owner in the timeline component using nocode tools. Any idea how to fitler the owner, for example by system users of a certain role ?



thanks, 

Damien

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How_can_I_bind_record_permissions_for_a_custom_object_in_Creatio_8.0?

Hello,

I am working with Creatio 8.0 using Freedom UI and have created a custom object.

I have configured record permissions for this object and now I need to deploy/migrate these record-permission configurations to another Creatio environment using a package.

I would like to know:

  1. How can I bind these record permissions to my package so that they are automatically installed in another environment?
  2. Do I need to use a SQL script in the package to migrate these permissions?

I am specifically looking for the recommended approach for binding/deploying these record permissions through a package, rather than manually configuring them in each environment.

Any guidance or example would be greatly appreciated.

Thank you!

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Hello,

Record permission definitions are stored in the SysEntitySchemaRecordDefRight table, while the actual record-level permissions are stored in system-generated tables such as SysCaseRight, SysContactRight, or, in general, Sys[ObjectName]Right.

Unfortunately, neither SysEntitySchemaRecordDefRight nor Sys[ObjectName]Right records can be migrated using the standard OOTB data binding mechanism available in packages and require an SQL script to be transfered between environments.

Example you might find useful:

INSERT INTO "SysFolderTreeRight"("Id","RecordId","SysAdminUnitId","Operation","RightLevel","Position")
VALUES ('9f4d6f1c-74f6-4b2d-a7d6-1c9f0f9f0001','ac7a534b-046b-1534-78ac-1b946522dbaf','a29a3ba5-4b0d-de11-9a51-005056c00008',0,1,0)
ON CONFLICT ("Id") DO UPDATE SET
    "RecordId" = EXCLUDED."RecordId",
    "SysAdminUnitId" = EXCLUDED."SysAdminUnitId",
    "Operation" = EXCLUDED."Operation",
    "RightLevel" = EXCLUDED."RightLevel",
    "Position" = EXCLUDED."Position";

Hi Oshi Varshney,

Two tables are involved, and only one of them is usually worth migrating:

  • SysEntitySchemaRecordDefRight — the record permission rules you configured (which role gets Read / Edit / Delete by default). This is what you want to move.
  • Sys[YourObject]Right — the actual per-record rights generated at runtime. Leave these alone; the target environment regenerates them.

1. Find your object's SubjectSchemaUId

System Designer → Object permissions → search your object → open it. The UId is right there in the URL:

.../#/AdministratedObjects/25d7c1ab-1de0-4501-b402-02e0e5a72d6e

Or from SQL:

SELECT "UId" FROM "SysSchema" WHERE "Name" = 'UsrYourObject';

2. Generate the INSERT on Dev (PostgreSQL)

WITH TargetPermissions AS (
    SELECT "Id", "AuthorSysAdminUnitId", "GranteeSysAdminUnitId",
           "Operation", "RightLevel", "Position", "SubjectSchemaUId"
    FROM public."SysEntitySchemaRecordDefRight"
    WHERE "SubjectSchemaUId" = '<YOUR-OBJECT-UID>'::uuid
)
SELECT
  'INSERT INTO public."SysEntitySchemaRecordDefRight" ("Id", "AuthorSysAdminUnitId", "GranteeSysAdminUnitId", "Operation", "RightLevel", "Position", "SubjectSchemaUId") VALUES ' || CHR(10) ||
  string_agg(
      '    (' || COALESCE(quote_literal("Id"::text) || '::uuid', 'NULL') || ', '
      || COALESCE(quote_literal("AuthorSysAdminUnitId"::text) || '::uuid', 'NULL') || ', '
      || COALESCE(quote_literal("GranteeSysAdminUnitId"::text) || '::uuid', 'NULL') || ', '
      || COALESCE("Operation"::text, '0') || ', '
      || COALESCE("RightLevel"::text, '0') || ', '
      || COALESCE("Position"::text, '0') || ', '
      || COALESCE(quote_literal("SubjectSchemaUId"::text) || '::uuid', 'NULL') || ')',
      ',' || CHR(10)
  ) || CHR(10) ||
  'ON CONFLICT ("Id") DO UPDATE SET ' ||
  '"AuthorSysAdminUnitId" = EXCLUDED."AuthorSysAdminUnitId", ' ||
  '"GranteeSysAdminUnitId" = EXCLUDED."GranteeSysAdminUnitId", ' ||
  '"Operation" = EXCLUDED."Operation", ' ||
  '"RightLevel" = EXCLUDED."RightLevel", ' ||
  '"Position" = EXCLUDED."Position", ' ||
  '"SubjectSchemaUId" = EXCLUDED."SubjectSchemaUId";' AS insert_sql
FROM TargetPermissions;

The ON CONFLICT ... DO UPDATE is the important part — it makes the script idempotent, so re-running the package install is safe.

Sample of what it produces:

INSERT INTO public."SysEntitySchemaRecordDefRight"
    ("Id", "AuthorSysAdminUnitId", "GranteeSysAdminUnitId", "Operation", "RightLevel", "Position", "SubjectSchemaUId")
VALUES
    ('73dab094-c821-4025-840b-c8d05d519a72'::uuid, 'a29a3ba5-4b0d-de11-9a51-005056c00008'::uuid,
     'b9c3d55d-6598-473b-901b-021399383963'::uuid, 2, 1, 0, '<YOUR-OBJECT-UID>'::uuid)
ON CONFLICT ("Id") DO UPDATE SET
    "AuthorSysAdminUnitId" = EXCLUDED."AuthorSysAdminUnitId",
    "GranteeSysAdminUnitId" = EXCLUDED."GranteeSysAdminUnitId",
    "Operation"            = EXCLUDED."Operation",
    "RightLevel"           = EXCLUDED."RightLevel",
    "Position"             = EXCLUDED."Position",
    "SubjectSchemaUId"     = EXCLUDED."SubjectSchemaUId";

Column meanings: Operation 0 = Read, 1 = Edit, 2 = Delete. RightLevel 1 = granted, 2 = granted with delegation. Position = the order the rules are listed in.

3. Bind it to the package — this is the part that makes it automatic

Configuration → select your package → Add → SQL script. Set:

  • DBMS type: PostgreSQL (Creatio cloud is Postgres-only; MSSQL/Oracle need a separate SQL script schema each, with MERGE or an IF EXISTS guard instead of ON CONFLICT)
  • Installation type: AfterSchemaData, so it runs after the object and any bound data are installed
  • Backward compatible: tick it if you want the package rollback path preserved

4. Make sure the roles exist in the target first

GranteeSysAdminUnitId points at SysAdminUnit rows. 

5. After install, actualize

Record permission rules only apply to records created after the rule exists. In the target environment, open the object's record permissions and run Actions → Update record permissions so existing records pick them up. It's resource-intensive on large tables, so schedule it off-hours.


BR,
Bala.

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New_in_Syntech
tile_view
syntech
new release

Hi Creatio Community!

SYNTECH has released Syntech Tile View for Creatio, a no-code Freedom UI component that displays Creatio records as interactive tiles.

The component supports:

Drill-down KPI cards
Aggregated cards show fact, plan and percentage achievement grouped by a configurable hierarchy. Green, yellow and red statuses and progress bars provide an instant overview. Click a card to move to the next level; use breadcrumbs to return.

Context-filtered records, columns and feed
The lowest level opens records from the current object or a linked detail object. Users can choose, reorder, resize and sort columns. The record feed supports updates, comments, @mentions and file attachments.

Attach to any section, configure per level
Set the object, hierarchy levels, metrics, colour thresholds, grid size, avatars and columns directly in the component. Each level can be tuned individually, and settings are saved per element. The same widget can be used in any section.

Technical details

  • UI framework: Freedom UI
  • Compatibility: Creatio 8.3.0 and up
  • Type: Paid component

Marketplace page:
https://marketplace.creatio.com/app/syntech-tile-view-creatio

Which Creatio section would you configure Tile View for first?

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Hi Creatio Community,

After  AI Summer, here's the part where you build something of your own.

Agent Arena is our AI agent hackathon. Build a working agent with Creatio AI Studio and AI Twin, record a short demo, and compete for prizes. Kickoff is September 16, winners are crowned live at the AI Summer Finale on October 9.

Register: https://www.creatio.com/page/agent-arena-hackathon-2026 (closes September 16)

Dates

Sept 16 — Kickoff: challenges revealed, rules explained, demo token pools issued 
Sept 16–30 — Build period
Sept 30 — Submission deadline, 23:59
Oct 1–8 — Judging 
Oct 9 — Winner Finale, finalists present live

Pick one category

Industry Agent — solves a real industry problem
CRM Agent — agents that act on CRM data
Omnichannel Agent — advanced channels, voice and video
Best AI Studio Twin — best agent built with AI Twin's help. 

To join

Form a team of up to 5, or go solo. One member needs to have attended a Tech Hour or completed an AI Studio track. Every team gets a free demo environment and token pool.

Judging is on creativity, use of the platform, and how clearly you demo it — a focused agent that solves one real problem beats an ambitious half-finished one. The best submissions usually come from a problem you actually have, so start with the workflow that annoys you most at work.

Register: https://www.creatio.com/page/agent-arena-hackathon-2026 

See you in the Arena.

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