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ExcelReportBuilder

Uploadtodrive

Generating an excel report and uploading it to a shared drive automatically

22:43 Jan 23, 2026

Hi Everyone,

Is it possible to generate an Excel Report from the Excel Reports Builder section at a specific time automatically and upload it to a shared drive folder?

2 comments

Antonii Viazovskyi

01:59 Jan 24, 2026

Hello.

Currently, Creatio does not provide native functionality to automatically schedule Excel report generation from the Excel Reports Builder or direct upload to a shared drive folder. The export to Excel feature can only be initiated manually within the UI using the "Export to Excel" option.

If you require automation for this process, it will need to be implemented through custom development or the use of external scripts and tools.

Best regards,
Antonii.

Payal Motwani

03:09 Jan 24, 2026

Antonii Viazovskyi,

Currently we can generate Excel Reports via a business process and send it as an attachment in an email. Is there a way to rather upload those in shared drive folder instead of email through a business process?

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Sales_Creatio

8.0

Pivot Tables Freedom UI

Rob Watson

13:50 Jan 23, 2026

Is there an update on the release of this? Seems it has been on roadmap for a while but still does not appear in 8.3.2.

As a workaround does anyone know if it is possible to open an old Classic UI pivot dashboard from a button click on a Freedom UI section/page?

2 comments

Best reply

Ryan Farley

17:54 Jan 23, 2026

On the roadmap pivot tables currently shows that it's slated for Q12026, so hopefully soon!

As for alternatives for Freedom UI, there is this in the marketplace (not free). It's likely possible to use this method to load in a classic pivot list component, but I've not tried.

Ryan

Ryan Farley

17:54 Jan 23, 2026

On the roadmap pivot tables currently shows that it's slated for Q12026, so hopefully soon!

As for alternatives for Freedom UI, there is this in the marketplace (not free). It's likely possible to use this method to load in a classic pivot list component, but I've not tried.

Ryan

Rob Watson

18:12 Jan 23, 2026

thanks Ryan. $70 per month for that so guess will have to hold fire until Creatio release this function.

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Studio_Creatio

8.0

Auto number fields get incremented unwantedly without the record getting persisted to database.

Subin C Antony

09:40 Jan 23, 2026

While trying to create a new record for a custom object through a section list page button, the auto number field for the record gets incremented every time the new form page is loaded.

Similarly, if I switch to expanded view from compact view as well this happens.

Is this an expected behavior. Is there anything that could be done to make sure that the auto number increments only when the record is saved to database and not every time the page loads.

1 comments

Ryan Farley

17:50 Jan 23, 2026

This is expected behavior for how the auto-number fields work.

If you're after a true sequential number without gaps, then you'd need to implement something custom to accomplish that. For a no-code approach, you could have a process with a signal of record added that gets a record count and then updates the newly added record with the result.

Ryan

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#FreedomUI

#Printable

#lookup

#filter

Sales_Creatio

8.0

Lookup-Based Printable Filtering in Freedom UI (Equivalent to Classic UI Behavior)

Syed Ali Hassan Shah

05:14 Jan 23, 2026

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.

0 comments

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Transfer Bulk emails

Oshi Varshney

16:56 Jan 22, 2026

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

1 comments

Nick Ovchynnik

17:15 Jan 22, 2026

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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