I'm trying to find the database table where all the column config is stored that you can view through the Object Designer UI (EntitySchemaDesigner), but I don't appear to be able to find it. I have seen some of this data appears to be stored for Lookup columns in the SysEntitySchemaReference table, but for general columns I can't see it.

 

Is this data only stored in the MetaData column of SysSchema? Or am I just missing the table it's stored in column by column?

 

I need this data in order to create a SQL procedure for archiving records, as some columns which have since been removed from the Object still exist on the DB table, so I am trying to exclude such columns from the archiving process. Everything else works about the archiving procedure, the only error is when the source DB table has a column that doesn't exist in the Object's config. Any help appreciated.

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Alternatively, how can I get Creatio to drop columns removed through the EntitySchemaDesigner from the database safely? i.e. a cleanup of the DB tables based on what exists in the actual Creatio config.

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Hi everyone,

 

I´m currently working on a project using documents in Freedom UI, and i was wondering if anyone has successfully implemented PDF generation directly from Creatio using a library in source code without relying on paid marketplace add-ons.

I came across this POST wich outlines an approach that seemed this method may no longer be applicable in the most recent versions of Creatio.

Any insights or shared experiences would be appreciated.

 

Regards,

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Can't really do it without a 3rd party DLL or service. Some of the newer marketplace addons use the Free Spire.Doc .NET library, which is pretty easy to work with and would be easy to implement. There is a paid version of Spire.Doc, but the free version would likely suffice for most purposes (and can be used for commercial purposes)

Ryan Farley,

thank you for your response and for the recommendation,

I actually downloaded the free version of Spire.Doc and started exploring it — it does look quite promising. However, since I’m working entirely within Creatio Cloud, I believe there might be a limitation when it comes to using third-party DLLs directly, though I’m not completely sure.

Do you think it would be viable to integrate Spire.Doc by hosting the functionality externally (for example, as a microservice or an Azure Function) and calling it from Creatio via a REST API? I’d love to hear your thoughts on whether that approach makes sense or if you’ve seen it work in similar cases.

Thanks again for your help and insights.

Paulo Chacoff Leiton,

As Ryan said, we use the paid version of Spire.Doc in our marketplace app: https://marketplace.creatio.com/app/experceo-word-pdf-converter-creatio

It allows you to generate an unlimited number of PDF documents with unlimited pages (the Free version is limited to 3 pages).

Thank you
Mohamed
 

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Hello,

I am developing a custom UI component using the angular remote module provided by Creatio.

The front-end part will be in the angular project. Now, If I want to call a server action(for ex: from my custom component a button click -> pass the record id to server action -> get the record retrieved and perform more server actions) where should I put that logic and how to call that logic from remote module?

Also, how do I run/debug the remote module during the development?

TIA.

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You would implement the C# code and expose as a configuration service, see https://customerfx.com/article/creating-a-web-service-and-consuming-it-from-client-side-javascript-in-bpmonline/

Then to consume the service from the remote module, you'd use the devkit sdk as shown here: https://customerfx.com/article/calling-configuration-web-services-from-client-side-code-in-a-creatio-freedom-ui-page/

Ryan

Ryan Farley,

Thank you.. If I want to ship this source code along with my package.. I have to put it under Resources as shown in the below image?

Can you also tell me if it is possible to run/debug the remote module during the development?

If I run the remote module using ng serve I am getting below error.
 


core.mjs:6531 ERROR Error: Remote entry with name 'angproject' does not exist
   at AppModule.ngDoBootstrap (app.module.ts:28:23)

bootstrap.ts:7 Error: Remote entry with name 'angproject' does not exist
   at AppModule.ngDoBootstrap (app.module.ts:28:23)

Sagar Rodda writes:

Ryan Farley,

If I want to ship this source code along with my package

You could sync your workspace to Creatio, add it in the package there and then download the workspace back and you'll see it under the Schemas folder. Or you could add it under Files\cs

Got it.. thank you so much.. I'll try it and let you know here how it goes..

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Dear,

On Freedom UI, in the list pages, I'd like to display the number of results with a possible filter like we used to with Classic UI with the Summary Sheet.

On Classic UI, you could also display the sum of numeric fields as the amount excluding tax.

Can someone please tell me how to do this ?

Thank you
Nicolas

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ok, I found it's in the summary component of the page
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Hi creatio community,

I am developing a custom campaign element (sms element) as described in this link: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/classic-ui/marketing-campaigns-basics/examples/implement-a-campaign-element  

I have implemented it and it works fine. The thing that I'm missing here which is very important in my case, is that I want the "SmsText" parameter to have dynamic values inside it. For example in the "SmsText" message value i want to have "Hi " + Contact.Name. This solution provides only static text which in most scenarios the sms message text should be dynamic. 

Could you give any idea/solution on how i can implement in my case?

Thanks

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I am developing a custom button with the remote module. I created and deployed the component using the clio tool.
When I click on the button, I want to get the object context where this button is placed. 

For example:
if the button is used in the Contact form page then I want to access contact record details(Ex: email, name, type, record id etc..) in the click handler.

If the button is used in the Account form page then I want to access account record details(Ex: name, owner, primary contact, record id etc..) in the click handler.

Can you help me to achieve that?
I have searched in the academy but didn't find an example. Also, I have not found documentation about the apis in @creatio-devkit/common module.

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Hi,

i have a use case where i have to load thousand of records in a object and process them as fast as possible. I've built a trial app with an object "staging" where i load the records and one process "elaborate_record" triggered by signal "record inserted in staging". This process has a wait so i can keep track of starting time and and ending time. 

What i've noticed is that 10 "elaborate_record" are started concurrently at the same time, when they finish another 10 processes are started and so on. I can then infer that there is a cap of 10 maximum concurrent processes (at least on the trial instance). 

My question is if it is possible to increase this cap. And if so how? I understand that it might be closely related to the sizing of the environment but i wasn't able to find any documentation about this aspect. I'm working on creatio cloud, not on premise.

Thank you!

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Hi All, 

probably a very silly question, however, I want users to be able to email Invoices as a PDF attachment to clients for payment through Creatio. Is there a simple one-step solution, other than generating a printable, saving the printable on the computer and then attaching it to an email? 

Has anyone build a custom business process for this or is there a simple functionality that I'm missing?

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Hello, 

 

Thank you for your question regarding sending invoices as PDF attachments to clients through Creatio. It’s a valid and common use case, and we’re happy to provide guidance.

To implement this functionality in a streamlined and automated way, we recommend creating a custom business process in Creatio using the following elements:

  1. Read Data – Use the Read data process element to retrieve the necessary invoice information.
  2. Generate File – Use the Process file element to create the invoice file.
  3. Send Email – Use the Send email element to attach and send the generated invoice to the client.

You can refer to this documentation for a detailed example of how the Process file element works:
🔗 Process file element – Creatio Academy

Additionally, to generate the invoice in PDF format, an external connector is required. We recommend using the AsposePDF connector available on the Creatio Marketplace:
🔗 AsposePDF Connector for Creatio

To trigger this process, you can either:

  • Add a custom button to the Invoice section, or
  • Configure a start signal to initiate the process automatically based on specific conditions (e.g., invoice status change).

Have a nice day!

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Hi Community,

We’re encountering an issue reported by our customer where the application takes an unusually long time to load when login, and sometimes gets stuck on the loading screen.

After investigation, here are some of our findings:

  • Infrastructure doesn't seem to be the issue—server resources are normal, and the application is deployed on-site based on the Creatio deployment calculator.
  • It's not related to internet connectivity—once the login is successful, all subsequent loading behaves normally and runs smoothly.
  • We noticed an interesting behavior:
    When the user opens the login page again in a new tab (without a return URL) or in an incognito window and logs in, the login is successful and the home page loads instantly.
    However, if the user tries to access a full URL such as [Base URL]/0/shell/... or the login page with a return URL in a new tab, the application remains stuck on the loading screen.

While opening a new tab or incognito as a temporary workaround, it's not a viable solution for business users.

Has anyone experienced a similar issue or found a reliable fix for this behavior? Any suggestions or insights would be appreciated.

Best regards,
Khaerul Anwar

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Greetings,

We have not encountered this specific issue before. It is possible that what you described is related to browser caching, although we cannot confirm this with certainty.

For a thorough investigation, we will need the site logs and the exact time the issue occurred so we can analyze the problem in detail.

Please create a support request by emailing us at support@creatio.com.

Regards, 
Orkhan

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first of all, my requirement is to make 3 pages of the record, the first one is the list page, the second one is the form page, and the third is the view page, the form page is shown when i click the add new button in list page, and the view page is shown when i click the record, and i have an issue on one of the following page.


i have written code page using a feature preview from add on plugins in my form page and this is my code, 
success code

but when i try to make the same code on my view page, the preview button didnt work, this is my code

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