I need to download a file attached to an object and then upload it to an API that will process it.
I've already tried using Odata, but I always get a 204 error. I also tried creating a web service, but I couldn't. Now I'm trying to convert the file to Base64 using a script task, but I'm still unsuccessful. It's a production environment.

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i want download an attached file on Creatio, using this endpoint:
https://miinstance.com/0/odata/ContactFile(f7946070-164d-48d3-8516-c31aff3f1588)/Data
But, don't work, If I consult directly without data, I receive the data, but to add /Data i receive the 204 status, y try with demo instance and works!, but in my production enviroment i always get the 204 status

 

{
    "@odata.context": "https://astec.creatio.com/0/odata/$metadata#ContactFile/$entity",
    "Id": "cd7641f2-8e9f-00c5-6662-c68f0f2dd298",
    "CreatedOn": "2025-05-16T22:46:30.610332Z",
    "CreatedById": "410006e1-ca4e-4502-a9ec-e54d922d2c00",
    "ModifiedOn": "2025-05-16T22:46:31.525903Z",
    "ModifiedById": "410006e1-ca4e-4502-a9ec-e54d922d2c00",
    "Name": "Abril 2025.pdf",
    "Notes": "",
    "LockedById": "00000000-0000-0000-0000-000000000000",
    "LockedOn": "0001-01-01T00:00:00Z",
    "TypeId": "529bc2f8-0ee0-df11-971b-001d60e938c6",
    "Version": 1,
    "Size": 135896,
    "ProcessListeners": 0,
    "ContactId": "35e409d2-c8fd-4790-9adf-43ff73abfc3e",
    "SysFileStorageId": "65e42805-0e6d-43c9-8784-32b555f08421",
    "FileGroupId": "efbf3a0d-d780-465a-8e4b-8c0765197cfb",
    "Tag": "",
    "TotalSize": 135896,
    "Data@odata.mediaEditLink": "ContactFile(cd7641f2-8e9f-00c5-6662-c68f0f2dd298)/Data",
    "Data@odata.mediaReadLink": "ContactFile(cd7641f2-8e9f-00c5-6662-c68f0f2dd298)/Data",
    "Data@odata.mediaContentType": "application/octet-stream"
}
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Hi Community,

I'm currently using the RichText element in a Creatio Freedom UI page to load a static HTML page inside a Tab container. The HTML content is stored in a System Setting, and I retrieve this code at runtime to display it using the RichText editor.

For example, I read the HTML code from a System Setting and then attempt to render the full HTML (including inline styles) in the RichText element.

However, I'm facing an issue where inline styles or custom CSS seem to be stripped out.

Figure 1: Original Design Layout

Figure 2: Current UI Output

Has anyone else encountered this?

Any suggestions would be appreciated.

Thanks in advance!

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I am kind of new to this platform and currently working on a Demo environment. Already created an Application from the AI Generation tool, but would like to do some changes to it that are far from my knowledge.

Is there a way to ask AI to create or edit something? So I can after check what AI did and learn from it.

Thank you

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Hello,

Creatio AI doesn't directly edit form pages, but it can assist with various tasks related to content creation and management. You can explore all the capabilities of Creatio AI currently available by following this link: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ai-tools/copilot/ai-skill-list

In addition, we've registered your idea in our R&D team backlog for consideration and implementation in future application releases.

Thank you for helping us to improve our product!

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We are currently facing an issue with how incoming calls are handled within Creatio. When an incoming call is received, it is correctly routed to multiple available operator extensions simultaneously, which is expected behavior. However, the problem arises because Creatio is creating multiple call records — one for each operator to whom the call was redirected — even though only one of them actually answers the call.

We have a business process configured that is triggered upon the creation or modification of a record in the "Call" object. This process opens the customer profile page for the operator to assist in providing relevant information during the call.

The issue is that, due to multiple call records being created for the same incoming call, the business process is being triggered for all operators, not just the one who answers the call. As a result, the customer profile page is opening for all operators who received the call notification, which leads to confusion and unnecessary disruption.

Expected Behavior:
Only one call record should be created — specifically for the operator who actually answers the call. Consequently, the customer profile page should open only for that operator, not for everyone whose extension the call was redirected to.

Request:
We would appreciate your guidance or support in resolving this issue, either by adjusting the way call records are created or by providing a method to identify and limit the process execution to only the operator who answers the call.

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Hello,

Here’s how the basic logic works:

If a call appears on the CTI panel, it is automatically saved in the Calls section.
So, if a call is received by a group of 5 users, it will appear on the CTI panel for all 5 users. However, only one of them will actually answer the call.
As a result, 5 call records will be created in the Calls section, but only one will show that a conversation took place.

To avoid this, we recommend changing the call routing so that calls are directed to operators one at a time (sequentially).

This would require custom development, and unfortunately, we don’t have a ready-made example of this kind of implementation.



Best regards,
Malika

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Dear All,

Could you please advise on how to filter the timeline using Advanced Filters?

My use case is to filter messages posted on the Account timeline via a folder on the Account list page. Additionally, I would like to know if it's possible to create a section that displays all Feed messages.

I’ve already tried searching for relevant keywords (such as social, message, channel) in the Advanced Filters on the Account section, but haven’t found anything related.

I would greatly appreciate your support!

Best regards,
Jacek 

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Hello,

Could you please describe your business idea in more detail, what logic exactly do you need to achieve?

Hi Mira,

I'd like to filter feed messages entered on Account timeline using advanced filters/ folders in the Account section. 

So, in advanced filters I'd like to select object (e.g. Feed?), quantity, and then filter message text using 'contains' logical value.

Could you let me know if this is possible and how best to set it up?

Best regards,
Jacek

Hello,

Thank you, could you please also describe your business idea behind, what are you trying to achieve by such a setup?

Hi Mira, 

Firstly, maybe I will clarify that this is about a FUI configuration. What I am looking to do is just to filter the data entered as Feed messages. We will treat Feed similarly as Notes, but with an additional ability to upload attachments, so I'd like to be able to filter the data there on a higher (Account list page view) level. 

Thanks!
Jacek

Assuming what you're after is to see accounts with feed/timeline activity, for example, see which accounts have new activity this week. However, a filter like this will show accounts with activity/messages, not the activity/messages itself. 

Feed messages are object SocialMessage (title: Message/comment), however, they don't have a direct lookup to accounts since they are generic for any entity (the record stores the account Id in a generic EntityId column, not a lookup to the account). This is why they don't show in the list of objects related to accounts. To use this object in this way, I typically create a view to directly relate account feed records to the account so it can be used in filters. Not sure if it's possible to use in an account filter without that. 

Note, this would only account for Feed messages, however. If you want all timeline entries, that would come from several different sources (Case, Order, Opportunity, Activity, SysFile, etc) 

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Hello, i am now trying to add in a button called re-appraisal

you know that when you add in a record you use the open new record and it has a pre-configured setup using a modal page to input data and inserting it

now i am trying to do the same with re-appraisal but this time by autotaking a pre-existing data from an item inside the list that was filled out previously

now when i lead it to that page, it goes to this page

like so... now when i press the Re-Appraise button in the modal page, why does it still stay on screen and not auto-refresh the entire list?

this is the business process that is running, do i need to add it in here or do i need to change it from the front?

 

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I'm not 100% sure I follow, but if you're updating a record in a process and expecting to see if refresh that on the UI, make sure that the object has it's "Enable live data update" property checked. 

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hello i am trying to upload a file using the attachment component

there are 2 upload fields however when i try to upload in 1 field then close the page, then when i open it both fields are filled with the same uploaded file, this works whenever i use either of the fields

Close then opoen again gives me this
does anyone know how to resolve this issue?

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What is the expected behavior you are wanting? If what you're wanting is basically two different/separate buckets of files attached to the same record, you can use file tags to separate them. Enter a different File Tag value for each of the Attachment components - just type a different value in that property of each component such as "KTP" in one and "NPWP" in the other. As a file gets uploaded it will get that tag added to it and the components will filter to only show files with that tag. https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/element-setup-examples/components/set-up-an-attachments-component

Ryan

Ryan Farley,

That worked like a charm, tthank you very much :D

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I've recently created a WhatsApp sandbox environment and followed the documentation and TechHour tutorial keenly. However, when I test the sandbox integration nothing occurs. I am sure that I have set up the channel, queue, and actions correctly and routed my sandbox settings properly as well. I decided to test the webhook with postman and kept on receiving a "204 no content" message 

 

 

I thought maybe because it is a CRM demo environment and I have created a custom package perhaps the omni chat messenger packages we're missing and that could be the issue, however not sure since I haven't tested it yet. If anyone has any insight on the probable cause please let me know!

 

Thanks,

Jose

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Hello, 

Please contact our support team directly at support@creatio.com so we could properly analyze your request.

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