Hi Creatio Community,

I’m currently working on a use case where we need to customize the email composer in Creatio. Specifically, we’d like to know the possibilities for:

1. Editing or Updating the Email Composer:
   • Is it possible to modify the default email composer UI or add custom functionalities?
   • Can we add custom fields, change the layout, or integrate additional tools within the composer?
   • Are there any APIs or configuration settings available to achieve this?
2. Adding a Scheduler on the Email Mini Page:
   • We have a requirement to create a scheduler feature directly on the email mini page.
   • The goal is to allow users to schedule emails to be sent at a specific date and time.
   • What’s the best approach to implement this? Would we need to create a custom section, or is there an existing feature we can extend?

Any guidance, documentation, or examples would be greatly appreciated. If anyone has worked on similar customizations, I’d love to hear your experiences.

Thanks in advance for your help!

Hi Creatio Community,

I'm currently working with batch operations in Creatio and have successfully tested some requests that are working fine.

I have a question regarding inserting column values that reference other tables by their respective columns. Specifically, I need to perform operations on a large number of columns and data, which could be time-consuming if I have to manually map the IDs based on their codes.

Is there a more efficient way to handle this?

Here’s an example of a request I’m working with:

{
	"requests": [
	{
		"method": "POST",
		"atomicityGroup": "g1",
		"url": "City",
		"id": "t3",
		"body": {
			"Name": "TestName",
            "Country.Code": "USA"
		},
		"headers": {
			"Content-Type": "application/json;odata=verbose",
			"Accept": "application/json;odata=verbose",
			"Prefer": "continue-on-error"
		}
	}
	]
}

Hi There, 

I'm trying to create a sales forecast. To create it I want to use figures from 2024. However the time periods for the columns need to be 2025. Is there a way I can see actual historic data? I.e January 2024 vs January 2025? 

The only way I found I can do this is by manually entering the 2024 data. However, given that I'm doing this for a number of different businesses it's very tedious. So for example in the period column for March 2025, I would like to see actual salees figures from March 2024, the forecasted amount (based on March 2024) followed by the Actual sales figures. 

I'm using Invoice owner acount to specify the different business units (rows) and Invoice created on filed to specify the time period. 

Thank you 

How to open section programmatically?

i need to open 'home' section programmatically as a result of event/command

Hello, everyone! 

I've stumbled upon a request from a client who wants his product images (from the attached files) to be shown to whoever is viewing the product in a tab "Images" from said product. 

I've created the tab without any trouble and associated the "Gallery" component to it, linking the "Uploaded file" (SysFiles) with the correct data souce filter (id from my record = "Record ID" from Uploaded file). It just shows me a picture of a camera.. 

Inside the "SysFile" object, the only options I have as to "fileType" are "File", "Link" and "Link to object"... Should there be a "jpg" or something like that for the image to be shown there? 

---

What other solution is there for it to be displayed? 

I've searched that on classic UI that was possible, but saw no proof of how it was done. 

Btw, i'm on version 8.2.0.4183.

Hope yall can help me. 

Thanks! 

Hello community!

Is there any way to integrate MS Teams registration forms and Creatio for obtaining participants' data directly in Creation without export-import? Might be some kind of application on Marketplace or well-known option of no-code development?

Hi, I am trying to add a custom field in Activity task minipage: 

I tried to edit ActivityMiniPage, but it does not add the new field.

Where should I add this field?

Hello Creatio Friends,

I'm stuck. 

We are testing out creating additional org roles and want the users to automatically get assigned when they SSO in. One user can have multiple org roles.

We saw there’s some SSO fields already mapped to Contact like branch -> Branch, displayname -> Name and that kind of thing, but I’m stuck on figuring out how they get assigned to org role. 

I found VwSysRole that spells out all the different roles and SysUserInRole where they give individual role assignments for each user (multiple ok).

Just can’t find the gap - how they go from SSO JIT to assigned to an org role. Any chance you know?

Thanks in advance,

Israel

Is there anyone that is currently using the Creatio Project Management Section to manage construction based jobs?

Would be interested in hearing how this is working for you and if you are able to track everything via that section.

Thanks!

I'm trying to create print-ready reports in MS Word. I have create the report in Creatio and log in MS Word using Creatio account. When i select "Select Report" it showing this error. Can you check and let me know.