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.

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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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Hello Creatio Community,

I’m working on the Calls section in Freedom UI and need to filter the Contact lookup by the related ContactCareer -> Account link. On the FormPage, I have the following handler which works correctly:

{
  request: "crt.LoadDataRequest",
  handler: function(request, next) {
      if (request.dataSourceName !== "PDS_Contact_yzb6a3h_List_DS") {
          return next.handle(request);
      }
      var account = request.$context.attributes["PDS_Account_9l7yfn9"];
      if (account) {
          var filter = {
              filterType: 6,
              isEnabled: true,
              items: {
                  CustomFilter: {
                      filterType: 1,
                      isEnabled: true,
                      comparisonType: 3, // Equal
                      leftExpression: {
                          expressionType: 0, // SchemaColumn
                          columnPath: "[ContactCareer:Contact].Account"
                      },
                      rightExpression: {
                          expressionType: 2, // Parameter
                          parameter: {
                              dataValueType: 0, // GUID
                              value: account.value
                          }
                      }
                  }
              }
          };
          request.parameters.push({
              type: "filter",
              value: filter
          });
      }
      return next.handle(request);
  }
}

Now I need to apply exactly this filtering logic to a DataTable on the ListPage (editable grid), but I can’t get it to work.

Has anyone successfully implemented a similar filter for a Freedom UI ListPage DataTable?

Could you please share a code example or best practice?

Thank you in advance for any guidance or samples!

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Hi Віталій Поліщук ,

As far as I know, it's currently not possible to filter lookups using custom code on a Freedom UI list page .

Hello,
I think this question is similar that the one in the post
https://community.creatio.com/questions/how-filter-lookup-values-editable-list-freedom-ui. Please check the provided answer there.

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Hello Community,

I'm working with a mini page in Creatio, and I need to refresh or update the parent (background) page after an action (like closing the mini page) is completed.

As shown in the image, after the Start Sync Process is completed, I'm closing the mini page using JavaScript. However, I also want the main page to refresh automatically.

I’m looking for the best approach or method to trigger a refresh of the parent page programmatically once the mini page action is completed.

Regards,
Ajay

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What action does the button trigger? Starts a process or calls a configuration service? You could send messges back from there to the UI and listen for those on the parent page. See https://customerfx.com/article/receiving-server-side-messages-in-a-creatio-freedom-ui-page/

If it's just all client-side things the button does, you could possibly make use of Javascript's broadcast channel API to send a message to the parent page code. See https://developer.mozilla.org/en-US/docs/Web/API/Broadcast_Channel_API

Ryan

Ryan Farley,

The button triggers a business process that runs in the background. 

I successfully used the JavaScript BroadcastChannel API to send a message from the mini page to the parent page. How can I now refresh the parent page upon receiving this message?

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Hi,

Can we use clio utility to download package from cloud instance? I tried and its giving me an error - Object reference not set to an instance of an object

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Hello, 

Yes, you can connect a cloud site to Clio. Please refer to this post for instructions on how to connect: https://community.creatio.com/questions/cloud-sites-clio

However, please note that if you face any issues while using it, you should contact the developers on GitHub for assistance, since we do not provide support for this functionality.

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Hi everybody, 

the task is to make activity's  "Result" and "Detailed result" fields required for competed "Status". The same trouble was discussed here. Without result indeed. Here's a kind of realization of the similar task. 

As I am not a great master of the Mobile app customization, some help will be welcomed. The problem was tried to be solved like this:

Terrasoft.sdk.Model.addBusinessRule("Activity", {
	name: "UsrResultByStatusRequirement",
	ruleType: Terrasoft.RuleTypes.Requirement,
	requireType : Terrasoft.RequirementTypes.Simple,
	events: [Terrasoft.BusinessRuleEvents.ValueChanged, Terrasoft.BusinessRuleEvents.Save],
	triggeredByColumns: ["Status"],
	conditionalColumns: [
		{name: "Status.Finish", value: true},
	],
	dependentColumnNames: ["Result"]
});

and also like this:

Terrasoft.sdk.Model.addBusinessRule("Activity", {
    name: "UsrResultByStatusRequirement",
    ruleType: Terrasoft.RuleTypes.Custom,
    triggeredByColumns: ["Status"], 
    events: [Terrasoft.BusinessRuleEvents.ValueChanged, Terrasoft.BusinessRuleEvents.Save],
    executeFn: function(record, rule, column, customData, callbackConfig) {
    	var isRequired;
		var status = record.get("Status");
        if (status && (status.get("Id") === Terrasoft.ActivityStatus.Finished || status.get("Id") === Terrasoft.ActivityStatus.Canceled)) isRequired = true;
        record.changeProperty("Result", {
            isValid: {
                value: isRequired,
                message: "Column must be filled in"
            }
        }); 
        Ext.callback(callbackConfig.success, callbackConfig.scope, [isRequired]);
    }
});

both don't work. This one works, but doesn't do what is needed

Terrasoft.sdk.Model.addBusinessRule("Activity", {
	name: "DetailedResultByStatusRequirement",
	ruleType: Terrasoft.RuleTypes.Requirement,
	triggeredByColumns: ["Result"]
 
});

Where's the problem please?

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Hi Dmitry, It's better to set default value of false for isRequired to avoid potential undefined issues.

Could you please share the error details?

Pavan Manne,

I'll try to debug it tomorrow, but as I understand, code has no errors :) 

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Dear Creatio,
Dear Community,

I was exploring the Projects section in Creatio and noticed that while the data model exists, there doesn’t appear to be any corresponding pages configured, nor is it possible to add it to a workplace.

From what I understand, this functionality was available in the Classic UI, but there seems to be no Freedom UI version available at the moment. I also couldn’t find any official training materials or e-learnings related to this feature.

Could you please clarify whether the Projects section will be adapted for Freedom UI in version 8.3 and beyond, or if it is being gradually phased out?
Are there any available trainings I wasn't able to find?

Thank you very much for your time, and answer!

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Hello Community,

I’m trying to bind a system setting to a package with its value set as an empty string.

I added the system setting with an empty Text value in the package, but during installation, I'm encountering a JavaScript error when attempting to read the value from the same system setting field.

Has anyone faced a similar issue, or is there a proper way to bind an empty string in system settings within a package?

Thanks in advance!

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Hello!

In Creatio, there are 2 tables for system settings: one for system setting itself and other for system setting value. If you don't have value for system setting, then you can bind only system setting itself to a package. I never faced error during installation of package with bind of system setting without system setting value.

In your case, did you bind empty system setting value to a package or only system setting?

Hello Khassan Khakak,

Thank you for your response.

In my case, I had bound both the system setting and the corresponding system setting value to the package, with the value set as an empty string (Text Value). After installing the package in a fresh org, The page that tries to read the system setting value using JavaScript in Freedom UI handlers throws an error.

As per your suggestion, I tried binding only the system setting without the SysSettingsValue entry, but it still resulted in the same error.

Appreciate your input!

Best regards,
Ajay

What is the error you get?

Ajay,

What is the error and what does the code look like that is reading it?

Ryan Farley,

const field = await new Promise( (resolve, reject) => {  Terrasoft.SysSettings.querySysSettingsItem( "field", function(result) { resolve(result); }); });

The code above was used to read the system setting field and was returning a "404" error.

The issue has been resolved — it was caused by an outdated System Setting value bound to the package from an old record.

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Hi, we modified our application logo in Logo Customization page.

Now we want to export the logo in the application package to import it in another environment. What are the steps to achieve this result?

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Can you clarify which logo you're referring to? If it's the Creatio logo image, those are stored in system settings. Search for logo in system settings and you'll see the settings those are stored in.

Ryan

Ryan Farley,

I refer to the logo you configure from here: logo customizationlogo

Are they also saved in system settings?

Silvia,

Yes those all get stored in system settings. Those logos are in:

  1. LogoImage
  2. MenuLogoImage
  3. HeaderLogoImage
  4. ConfigurationPageLogoImage

Ryan

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Dear All,

Would you know when the add-on Advanced list setup for Creatio is going to be redeveloped for Freedom UI? 

The use case is to customize section list view for a specific folder in FUI for an individual user. 

https://marketplace.creatio.com/app/advanced-list-setup-creatio

Best Regards,
Jacek 

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There is already some of the functionality mentioned in that marketplace addon built into Freedom UI - the ability to set up the lists for specific folders is possible OOTB. All you need to do is go into a folder, click the 3 dot menu on the list selecting `Save list settings for "Folder Name"`, and then you can change the column setup to how you want it to be for that folder:

Just as a note, you have to do the "Save list settings for X" step before you start making changes to the column setup, as any changes made before clicking that button would be made for the "base" column setup until a specific list settings is saved for that folder.

There is already some of the functionality mentioned in that marketplace addon built into Freedom UI - the ability to set up the lists for specific folders is possible OOTB. All you need to do is go into a folder, click the 3 dot menu on the list selecting `Save list settings for "Folder Name"`, and then you can change the column setup to how you want it to be for that folder:

Just as a note, you have to do the "Save list settings for X" step before you start making changes to the column setup, as any changes made before clicking that button would be made for the "base" column setup until a specific list settings is saved for that folder.

Harvey Adcock,

Thank you Harvey. Appreciate your time and helping out with this topic! Have a great day!

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Hi,

I have a requirement to use the files uploaded to an account record in an AI skill. I tried with multiple prompts but everytime it says no files are found for the account record. I even mentioned to get the files from AccountFile(that's where the files are being saved when uploading files using attachments section) but still no luck.

Has anyone tried this? I didn't find any documentation related to this.

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Here's the prompt I tried

Summarize the details of all documents attached to an account. The documents are retrieved using the account name from the AccountFile table. Include the document names, creation dates, last modified dates, and any available notes. Highlight any key differences or unique attributes of the documents.


## Process Flow
Process Flow Steps
1. Retrieve Documents:
Use the AccountFile table to search for documents associated with the account id.
Ensure all relevant document details, such as name, creation date, last modified date, and notes, are retrieved.
Analyze Document Data:

2. Extract key attributes of each document (e.g., name, timestamps, notes).
Identify any unique characteristics or differences between the documents.
Generate Summary:

3. Create a concise summary of the documents, including:
Document names.
Creation and last modified dates.
Notes or additional metadata.
Highlight any notable differences or unique attributes.
Present Results:

Provide the summarized details in a clear and structured format.
Ensure the output is user-friendly and easy to understand.

Below are the responses.

It seems there are no attachments currently available for the account "Our company". If you need assistance with uploading or managing attachments, feel free to ask!

I verified the account attachments by using the "Get Documents Content" function, which retrieves the available documents or attachments associated with the account. The result indicated that there are no attachments currently available for the account "Our company". If you need further assistance or want to upload attachments, let me know! 

Hi!

Thank you for your question. To make the AI Skill work with files attached to an Account record (via the AccountFile object), it’s not enough to simply refer to the file source in the prompt — this approach alone will not work.

Recommendation:
We suggest creating a dedicated action or business process that will pass the required files or their content to the AI Skill. Only this way can the AI effectively access and analyze the data.

We also recommend reviewing the following articles on the Creatio Academy:

Best practices for AI skill development

Creatio AI architecture

Thank you for contacting Creatio Support!

Valeriia Ripnevska,

Why is it that the out of the box AI Skill "Get Documents Content" is unable to see the documents? What specifically is that skill looking at?

Valeriia Ripnevska,

Thanks for the response. In that case I have to create a business process which will take the account id, get all the files, extract the content and refer that content in AI skill. 

It would be really helpful if you can suggest a way to extract the content from the file !

Ryan Farley

Its looking in the File table but its supposed to look in the AccountFile table in this case.. that link is missing.

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