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I'm trying to display a notification badge dot on a specific tab inside a crt.ButtonToggleGroup toggle panel. Despite following the Academy docs and trying multiple configurations, the badge never appears on the tab button.
I also tried "badge": { "value": "1" } first (which is wrong per docs), then switched to "badge": { "visible": true } as documented, but neither shows any badge. The tab itself renders correctly with the icon, caption, and visibility working fine — only the badge dot is missing.

What I've already ruled out

Correct parentNextStepsTabContainer is a direct child of CardToggleTabPanel, not the regular tabs panel.

Active tab is not selected — tested by opening a different tab first so NextStepsTabContainer is not active.

for reference is correctCardButtonToggleGroup correctly references CardToggleTabPanel.

Package compiled and page hard-refreshed — full recompile done, not just save.

Questions

  1. Does "badge": { "visible": true } actually work on a tab that uses "iconPosition": "only-icon"? Could icon-only mode be suppressing the badge?
  2. Is there a known issue with "operation": "merge" not applying the badge object to an existing TabContainer? Does it require "operation": "insert"?
  3. Has anyone successfully implemented badgeConfig on an OOB (out-of-box) toggle panel by customising the existing schema? A working example would be hugely helpful.

Platform version: Creatio 8.x (Freedom UI)  ·  Docs referenced: Toggle panel customization, ButtonTogglePanel reference
What I've tried:

My current viewConfigDiff setup:
{
  "operation": "merge",
  "name": "CardButtonToggleGroup",
  "values": {
    "type": "crt.ButtonToggleGroup",
    "for": "CardToggleTabPanel",
    "badgeConfig": {
      "color": "accent",
      "offset": -4
    }
  }
},
{
  "operation": "merge",
  "name": "CardToggleTabPanel",
  "values": {
    "type": "crt.TabPanel",
    "mode": "toggle",
    "styleType": "default",
    "bodyBackgroundColor": "primary-contrast-500",
    "selectedTabTitleColor": "auto",
    "tabTitleColor": "auto",
    "underlineSelectedTabColor": "auto",
    "headerBackgroundColor": "auto",
    "allowToggleClose": false,
    "isToggleTabHeaderVisible": true
  }
},
{
  "operation": "merge",
  "name": "NextStepsTabContainer",
  "values": {
    "type": "crt.TabContainer",
    "caption": "#ResourceString(NextStepsTabContainer_caption)#",
    "badge": {
      "visible": true
    },
    "icon": "task-tab-icon",
    "iconSize": "large",
    "visible": true
  }
}
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Is_it_possible_to_access_the_currently_opened_page_Schema_Id_or_Schema_Name_inside_a_Creatio_AI_Skill/Agent
similar_to_how_we_can_access_the_current_Record_Id?

Hi ,

I am able to read the current Record Id from Creatio AI Agent/Skill context.

Is it possible to also read the currently opened page Schema Id or Schema Name inside an AI Skill/Agent?

Example:

  • I open a Contact record page.
  • From the AI Skill, I call an Agent.
  • The Agent should identify the current page schema/object schema (Contact) and pass that Schema Id/Schema Name to a Business Process.

Currently, I can get only the Record Id, but not the Schema Id/Schema Name.

Has anyone implemented this or found a workaround to access the current page schema information inside Creatio AI?

Thanks.

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We had a sales email scheduled to send two weeks in advance. I pressed “Start” so it would trigger at the scheduled time, however during that two-week period I needed to update the email text.

I replaced the original email in the campaign with the updated version, but when the scheduled send time arrived, the email didn’t send to any of the audience. I later realised that when I initially pressed “Start” and scheduled the campaign, all contacts had already been pushed to “Campaign Goal Reached” — even though the scheduled send time hadn’t occurred yet.

My assumption is that the contacts remained associated with the original email version when the campaign was first started. Other sales campaigns are still scheduling and sending correctly, and contacts continue to reach the goal as expected.

I’m trying to understand the correct process for updating email content after a campaign has been scheduled and started, but before the scheduled send time is reached. Is simply replacing the email enough, or do I also need to update/reconfigure something within the campaign itself?

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Sales_Creatio
8.0

Hi, Other than in a business process, is it possible to create a filter on a list page, which allows me to compare two data fields from the record.

For example, if I want to compare which products have the same Vendor Code with my internal code (not that anyone entered the data incorrectly you understand!) or where opportunities have a budget amount the same as the final sale price, I need to be able to filter based on Field x = Field Y.

thanks

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Hi Everyone,

I am trying to build a weekly summary report in Creatio to track key lead milestones, and I am facing an issue with tracking stage movement accurately.

Requirement:

  • Report should show leads moving from ABC to DEF
  • Leads marked as Qualified or Disqualified
  • Opportunities moved to Closed Won or Closed Lost
  • Weekly summary only (not individual notifications)

The issue I am facing is specifically with tracking:
“Leads moved from  ABC to DEF

In the report setup, I can filter current fields like:

  • Source
  • SBU
  • Lead Stage
  • Status

I am trying to understand:

  1. What is the best way to track field transitions in Creatio reports?
  2. Is it better to create a custom object via business process to store stage movement history?
  3. Has anyone implemented similar milestone tracking reports?

Any guidance or recommended architecture would be greatly appreciated.

Thank you!

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Hello,

Thank you for the post.

We recently released a new feature called 'Waterfall pipeline analytics' which may fit your user case, as they are tracing object changes. It is available from Creatio version 8.3.3. You may find more information about the topic in the release notes:
https://academy.creatio.com/docs/8.x/resources/release-notes/8-3-3-twin-release-notes#title-2782-22

Please let me know if you have any further questions.

Kind regards,
Maria

 

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