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DCM

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Studio_Creatio

8.0

Auto updated DCM/case for all records

Rohith Nedunchezian

02:47 Jul 04, 2025

Hi Everyone,

image showing update dcm button

We changed our DCM structure/case.

However it seems we need to manually click on the refresh button for all records.

Is there an automatic or a SQL method to update the DCM for all records.

Thanks

0 comments

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marketing

Marketing_Creatio

8.0

Is there a way to create a browser version of your email?

Katie Wylie

17:22 Jul 03, 2025

In Creatio's email guidelines for email deliverability is advises to 'Create a browser version of your email. The users will be able to read it even if the email service has problems rendering it. Some email services, such as Outlook, support this solution' But I cannot see a way to do this in Creatio.

thanks

2 comments

Alona Dolya

17:37 Jul 04, 2025

Hello!

Currently, Creatio does not offer a built-in feature to automatically generate a browser version of an email. However, there is an alternative approach that can help you achieve this:

You can design your email template in HTML, and then host its HTML version on a web server or cloud storage that allows public access. This way, you can add a link in your email, such as “View this email in your browser”, which will redirect recipients to the hosted version.

Working with HTML templates gives you maximum flexibility to adapt your email design for different platforms and devices, ensuring consistent display and providing an easy way to share a browser version.

If you could share more details about your desired end result, we would be glad to provide more tailored recommendations or examples for implementation, since it will help us better understand your specific context.

Katie Wylie

11:09 Jul 08, 2025

Ok, thank you for your reply. However, I thought you were advertised as a 'no-code' platform?

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Service_Creatio

8.0

AISkill

CreatioAI

Need help in a Creatio.ai Skill

Gábor Kónya

17:00 Jul 03, 2025

Hi Community,

I was in the process of setting up a new AI skill in Creatio, with the intention of extracting the content of a document and populating it into an unlimited-length text field on the Contact Form Page.

While the prompt was structured correctly (presumably), the AI consistently responded as if it couldn't locate the file in the attachments. I verified that the file is indeed uploaded and accessible, yet the issue persists.

Could you please advise whether file extraction via the AI skill is currently supported in this context? If so, how would you recommend structuring the prompt or configuring the action to ensure proper file recognition and extraction?

Thank you in advance for your guidance.

1 comments

Ivan Savenko

17:07 Jul 04, 2025

Hello,

We have clarified the information with our development department and unfortunately, at the moment Creatio Ai does not work with files.

This functionality is indeed in the development plans. However, only from about 8.3.2+ version of the product.

As a workaround, you can parse the files and provide them to the model in text form so that it can work with them. You can try to achieve this through third-party services or using development methods in Creatio. For example, you can try to parse a text format file as follows:

However, unfortunately, we do not have ready-made solutions at the moment.

Best regards,
Ivan

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AISkill

Studio_Creatio

on-site

local instance

8.0

Creatio AI support for on-site(local) deployments

Sagar Rodda

16:45 Jul 03, 2025

Hi,

Is Creatio AI not available for local deployments(8.2.2)? if not is there a way to purchase the licence and install it on local instance?
I tried to use the AI but it says "Authorization failed".

2 comments

Daria Spirina

18:39 Jul 04, 2025

Hi!

Right now, unfortunately, Creatio AI is available only using Creatio Cloud Service. To connect it to your local deployments - feel free to ask our support team for help.

Sagar Rodda

20:02 Jul 04, 2025

Okay thank you

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compilation

Studio_Creatio

8.0

First compilation error after installing Creatio.

Harinder Rishi

13:39 Jul 03, 2025

i have installed creatio on windows 11 pro but when i tried to run first compilation it throw an error without any reference, id or code number , when i tried for win-10 pro , it worked, but i need to work on win-11 pro . so what i do.

1 comments

Ivan Savenko

14:25 Jul 03, 2025

Hello,

Windows version has no impact on application compilation.

If there is issue with site deployment on premise, please follow this instruction:
https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-d…

Best regards,
Ivan

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