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🚀 New on the Creatio Marketplace: Syntech Portfolio Insights for Creatio

Managing projects is one thing. Managing portfolios, programs, and strategic initiatives is another.

Syntech Portfolio Insights for Creatio helps organizations visualize their portfolios directly in Creatio with:
✔ Executive Portfolio Visibility
✔ Portfolio Hierarchy View
✔ No-Code Setup
✔ Contextual Team Communication
✔ Project Summary Preview

Whether you're managing multiple projects or an enterprise portfolio, Portfolio Insights provides a centralized workspace to support better visibility and decision-making.

Available now on the Creatio Marketplace
https://marketplace.creatio.com/app/syntech-portfolio-insights-creatio

#Creatio #Marketplace #ProjectManagement #PortfolioManagement #FreedomUI

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Hi All,

May I ask: Have you ever experienced a 400 error like this?

This appears when we save data in a form. And the data won't saved.

And after this error appears, AI Chat Creatio immediately stops working.

I also tried running Creatio in Firefox, Chrome, and other browsers in Incognito mode, but not fix the error. And this issue is intermittent but I can say 95% frequent showed up.

Need advice please, thank you.

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Hello.

The GetCanEdit 400 error is most commonly related to how the page's data source is configured, particularly when it comes to the relation criteria used to resolve a specific record.

When the relation criteria on a page are set up incorrectly, or point to a relationship that cannot be properly resolved at runtime, Creatio is unable to determine a valid related record for the given context. As a result, the value primaryColumnValue is passed as null when the request is sent to RightsService/GetCanEdit. Since this service expects a valid GUID value in order to perform the permission check, receiving a null value instead leads to a GUID deserialization error, which in turn causes the request to fail with a 400 status code.

To resolve this, we recommend reviewing the relation criteria configured on the page. Please verify whether these criteria correctly reference the intended relationship, and whether the referenced relationship is expected to always resolve to a valid record in your specific business scenario. If the relation criteria are not required for the page to function correctly, or if they are pointing to an incorrect or unnecessary relationship, we would recommend removing them.

If reviewing the relation criteria does not resolve the issue, this behavior may alternatively be caused by a duplication of the data source on the page. In such cases, having more than one data source referencing the same entity schema on a single page can also lead to similar permission-check errors, and this would need to be reviewed separately as a possible root cause.

Best regards,
Antonii

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deactivate
#BusinessProcess
script task

Is it possible to deactivate a business process through a script. I ran an insert script to insert a record in the table SysProcessDisabled. But that did not deactivate the process. Is there any other way to do this via a script?

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Hello Payal Motwani,

Deactivating business processes via a script task is not recommended.

If you really need to do it, send a POST request to the endpoint: [CreatioURL]/0/ServiceModel/ProcessEngineService.svc/DisableProcess?sysSchemaId=00000000-0000-0000-0000-000000000000

The sysSchemaId parameter is the process's SysSchemaId, found in the corresponding table.

Before disabling the process, decide how to handle any currently running instances - you may want to cancel them.

To check the count of running processes, send a POST request to [CreatioURL]/0/ServiceModel/ProcessEngineService.svc/GetRunningProcessesCount with the payload:

{
    "countSpecifiedVersion": false,
    "managerName": "ProcessSchemaManager",
    "schemaId": "00000000-0000-0000-0000-000000000000"
}

To cancel all running instances of the process, send a POST request to [CreatioURL]/0/ServiceModel/ProcessEngineService.svc/CancelExecutionBySchemaId?schemaId=00000000-0000-0000-0000-000000000000

Eduard Dovydovskyi,

Thank you so much. I will try this :)

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mobile
attachments
FreedomUI
Mobile_Creatio

Hi Community,

We are seeing an issue where some users can upload images/attachments in the Creatio mobile app, but other users cannot.

The users open a record in the mobile app, go to the Attachments tab, and press the upload icon. For some users this works as expected, but others receive the message:

“You do not have sufficient permissions to execute this operation.”

I understand that uploading attachments from the mobile app should be available as out-of-the-box functionality, but I am not sure which permissions control this. (Community post)

Are there any specific operation permissions, object permissions, or other settings that need to be enabled for users to upload attachments/images from the mobile app?

Thanks in advance

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Hello,

Configuring permissions for an object works the same way in both the web and mobile apps. Check whether users have access to operations on the ActivityFile object so they can upload files.

You can read more about the object permissions in the following articles:
https://academy.creatio.com/docs/8.x/setup-and-administration/administr…
https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/access-management/object-permissions-by-system-operations


Best regards,
Malika

Malika,

Thanks for your response!

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Hi Community,

We have a customer that needs to, when a case is created via email, or an email is added to a case, and that email has attachments, view the attachments in the case attachments tab.

There are a couple of alternatives (without creating a copy of ActivityFile in CaseFile):
1) add a second attachments element to the Case, link ActivityFile to Case and display there the attachments. But I haven't been able to get the link to work, direclty with nocode or on the page 

2) add a list element, display a list of the attachments with the Path but this generates a list where the records are not clickable

any ideas on how the best way to proceed?
Thanks
Luis
 

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Was able to fix it calling a 2nd attachments component and mapping it to the case via code directly on the page

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