Hi,

I have hit this so many times now, so it is time to post and get someone to guide me on how I can get the Creatio AI to actually create the charts I want.

I post my request in this way:

Add a chart to this dashboard which shows the Sum of the Product Total, where the Product is in the Product Family lookup 'ITSM'

Use the 'Order' data source and correlate the 'Products in Order' data source to the 'Products', which then contains the field for Product Family

This is what I always seem to get back:

I’m having difficulty identifying the correct data source for "Product Total" and "Product Family" in your system. Could you clarify the name of the section or entity where the product totals and product families are stored? For example, is it “Product”, “Order Products”, “Opportunity Products”, or something similar? 

Once you provide this information, I’ll be able to create the chart widget exactly as you need.

Multiple passes at providing the same information in different ways, does not get me to the point of the AI adding the chart. Please help, as AI is not.

 

Hi,

I'm working on an integration between Creatio and HubSpot, and I noticed that we already have a package in Creatio called “HubSpotSync” that includes several business processes, objects, and other components.

However, I can’t find any information about it in Creatio documentation or here in the community.

Does anyone know anything about this package?

• Is it an official Creatio app or a custom implementation?
• Is there any documentation on its capabilities and intended use?
• Has anyone worked with it before?

Any information would be very helpful. Thanks!

Hi Team,

Is there a way to change the default calendar view so that the week starts on Monday instead of Sunday?

We tried changing the Workweek settings in the calendar, but it did not change the start day of the week.

Our current Creatio version is 8.3.3.3193. Could you please confirm if this change is possible in this version?

Thanks.

Tanu Shree

Hi Community,

I am facing an issue while trying to add Tags on the Lead section in Creatio.

I checked multiple objects and configurations, including:

• Lead section record tag
• Lead record tag
• Tag
• Tag in Schema
• Tag in record

However, users are still unable to add tags on Lead records.

I would like to understand:

1. Which object is actually responsible for storing and enabling tags for Leads?
2. Which relationship/object should be used specifically for the Lead section?
3. Are there any mandatory filters or lookup configurations required to make tags visible and selectable on Leads?

Could someone please guide me on:

• The correct object mapping for Lead tags

   

Thanks in advance.

Hi Community,

I'm working on a Cases opened/closed by Assigned Team (monthly) dashboard widget and have run into a limitation I'm hoping someone can help with.

Requirement: Our Head of Department wants to view cases grouped by both Assigned Team and Category as columns in the same chart widget — for a quick breakdown at a glance.

Problem: Out of the box, the widget only allows a single "Group by" field. When I set it to "Assigned Team", I lose the Category breakdown — and vice versa. There's no built-in option to add a second grouping column.

What I'm looking for: A way to group by both Assigned Team and Category in one widget — any workaround, configuration tip, or recommended approach would be greatly appreciated.