I need support while working on a report for a service I am currently implementing in Creatio. I am currently facing a few issues and would appreciate your guidance. If possible, I would appreciate detailed steps to help me resolve them.
- Word plug-in Issue
I previously downloaded and used the Word plug-in successfully. However, I suddenly received a message on my laptop indicating that the plug-in should be disabled because it might cause an issue. After disabling it, I tried uninstalling and reinstalling the plug-in several times, following the steps provided in the Academy, but it no longer appears in Microsoft Word.
- PDF Conversion
I would like the generated Word report to be downloaded as a PDF. I installed the package that supports PDF conversion, but after configuring it and checking the convert to PDF checkbox on the report settings, clicking Download Report does not trigger any action—it behaves as if the button was not clicked.
- Displaying Checklist Values in the Report
I have a tab that contains an activity checklist, and I would like only the selected (checked) items to appear in the generated report. Could you please advise on the correct approach to achieve this?
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Hello,
1. Word Plug-in No Longer Appears
The message that prompted you to disable it was very likely Word/Windows blocking an unsigned or "risky" COM add-in — this is a client-side Trust Center/registry issue, not something the reinstaller always cleans up. Please follow these steps in order:
Check if Word still knows about it but has it disabled:
- Go to File → Options → Add-ins → Manage: "COM Add-ins" → Go
- Look for "Creatio MS Word Report Designer" in the list. If it's there but unchecked, check it — a tab named Creatio should then appear in the ribbon.
Check the separate "Disabled Items" list (this is where Word puts add-ins it force-killed for a crash/security reason, and it's easy to miss):
- On the same Add-ins screen, use the dropdown at the bottom → select "Disabled Items" → Go → re-enable the Creatio entry if it's listed there.
If it doesn't appear in either list at all, this means the registry entry itself is gone or broken — this matches what a Creatio support representative confirmed in the community: "If any error occurs during the installation or the plug-in does not appear in MS Word, it's likely that the path in the Windows registry was incorrect."
Fix:
- Fully close Word.
- Uninstall the plug-in via Programs and Features (not just by deleting files), and then re-install it.
2. "Convert to PDF" — Download Report Does Nothing
If you have installed the Aspose.PDF connector specifically, it requires its own cloud registration, not just the checkbox.
- You can refer to this guide to register with Aspose: https://docs.aspose.cloud/html/create-an-account-and-get-credentials/
- In Creatio, go to System Settings and set:
- AsposeCloudApiKey ("Access token Aspose API") = your Client ID
- AsposeCloudAppSID ("Security Identifier Aspose (App SID)") = your Client Secret
- Log out and back into Creatio — these settings are cached per session and will not take effect otherwise.
You can also refer to the installation guide for the Aspose connector in Creatio: marketplace.creatio.com/app/asposepdf-connector-creatio
Please also note that, apart from the Aspose connector, Creatio does not support converting reports to PDF files.
3. Showing Only Checked Checklist Items in the Report
This is done via the Table filters tab on the report table, not with a Word macro — macros only affect the formatting of a value already coming through (e.g., [#Boolean|CheckBox#] renders ☑/☐); they cannot remove rows.
Steps:
- In the Report Designer, on the table you created for the checklist, open its Table filters tab.
- Add a filter condition on the boolean/checkbox column (e.g., "Completed" / "IsChecked" — whichever column corresponds to your checklist item's checkbox) set to checked/true.
- Apply, then save the report table settings, and save