Время создания
Filters

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

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tags
Lead
Sales_Creatio
8.0

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.

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dashboards
cases
Grouping
analytics
Service_Creatio
8.0

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.

widget setup showing only one Group By option available

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.

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Email
Business Process
Service_Creatio_enterprise_edition
8.0

Hello community

I'm looking for the cleanest way to send emails to a recurring group of ~120 contacts. The group of recipients stays the same, but the email content is freshly composed every time. I want to write each message manually, not reuse a fixed template. The goal is to avoid adding 120 recipients manually on every send.

Constraints in my environment:

  • I do not have the Marketing module, so Bulk Email is not available.

Sasor

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2 comments

Sasori Oshigaki,

Step 1: Group all the contacts into a Folder (using Dynamic Filter).
Step 2: You can use a button trigger to load all contacts email and pass that into the TO of email element in Business process or if you use Message compose (Angular component), append the email to the "To Attribute" of the email composer element (Can be investigated in DEV-Console to find the To attribute name).

BR,
Bala.

Create a dynamic contact folder, select the test contacts, and convert your folder to static.
Create a process that reads your contact folder and sends an email to the contact collection via a subprocess.

Main process


Sub Process

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k8S
install
cloud
Studio_Creatio
8.0

Hello team!

Was wondering if there is a way or any documentation to deploy Creatio application within a Kubernetes cluster. What would be the infra requirements , steps and how can we upgrade versions?

Thanks,

Ibrahim

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