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Hubspot

synchronization

11:03 May 14, 2026

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!

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Calendar Default Week View Change

Tanu Shree

22:06 May 13, 2026

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

2 comments

Bhoobalan Palanivelu

09:36 May 14, 2026

Tanu Shree,

You can go to user profile and update the "First day of the weelk"

To automate it: Crete SQL script - Trigger


-- PART 1: GLOBAL UPDATE FOR EXISTING USERS
-- Applies the default TimeZone (MST) and DateTimeFormat (English - Canada) to all current users with a Contact.

UPDATE "SysAdminUnit" 
SET "DateTimeFormatId" = '6ebc31fa-ee6c-48e9-81bf-8003ac03b019'::uuid, 
    "WeekFirstDayId" = 'b42f7658-b2a1-4139-8595-1ee319cbfb8a'::uuid,
    "TimeZoneId" = 'Mountain Standard Time' 
WHERE "ContactId" IS NOT NULL;

CREATE OR REPLACE FUNCTION fn_sysadminunit_set_defaults()
RETURNS TRIGGER AS $$
BEGIN
   -- Only apply to actual user records (which have a ContactId), ignoring roles/groups.
   IF NEW."ContactId" IS NOT NULL THEN
       NEW."DateTimeFormatId" := '6ebc31fa-ee6c-48e9-81bf-8003ac03b019'::uuid;
        --NEW."LanguageId" = '41c3fb27-9e5a-4a17-a0d7-f8fb7e00bab1'::uuid;
        NEW."WeekFirstDayId" = 'b42f7658-b2a1-4139-8595-1ee319cbfb8a'::uuid;
       NEW."TimeZoneId" := 'Mountain Standard Time';
   END IF;
   
   RETURN NEW;
END;
$$ LANGUAGE plpgsql;


DROP TRIGGER IF EXISTS trg_sysadminunit_set_defaults ON "SysAdminUnit";
CREATE TRIGGER trg_sysadminunit_set_defaults
BEFORE INSERT ON "SysAdminUnit"
FOR EACH ROW
EXECUTE FUNCTION fn_sysadminunit_set_defaults();

Tanu Shree

13:23 May 14, 2026

Thank You Bhoobalan Palanivelu for the response it worked.

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tags

Lead

Sales_Creatio

8.0

Add Tag in Lead Section

Nikita Pareek

20:29 May 13, 2026

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:

Which object is actually responsible for storing and enabling tags for Leads?
Which relationship/object should be used specifically for the Lead section?
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.

1 comments

Alina Yakovlieva

12:15 May 14, 2026

Hello Nikita,

We noticed that you have also submitted a support case. We will continue our communication there.

Have a great day!

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dashboards

cases

Grouping

analytics

Service_Creatio

8.0

Cases opened/closed widget — how to group by both "Assigned Team" and "Category"?

Tushar Shelake

17:10 May 13, 2026

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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Business Process

Service_Creatio_enterprise_edition

8.0

Sending different emails to a group of contacts regularly

Sasori Oshigaki

15:52 May 12, 2026

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

2 comments

Bhoobalan Palanivelu

18:14 May 12, 2026

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.

LÉZORAY Nicolas

10:24 May 13, 2026

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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