Hello Everyone,

I want to implement a functionality on a web page where a Phone Number field is used to retrieve customer data. When a phone number is entered and submitted:

1. If a matching customer record exists in Creatio, the page should automatically populate with the customer’s details.
2. If no record is found, a new customer record should be created in Creatio.
3.  

Is this functionality achievable? Any guidance would be appreciated!

Thanks in advance.

How can I capture the newly changed field value before saving a record in a crt.SaveRecordRequest in Creatio Freedom UI? Currently, I am getting the old value instead of the new one.

Full requirement is 
 

Have 4 widgets and Global Area

Each Widgets calls behind the scene API with one key that is present in the global Area

Present that data in the widget

Now each widget can be consider as Page -- 

Now how easily create Page which invokes API and dispaly -- if API is returning 10 or so parameter do we need to create manually the page and have items and map items to API return value

Hi,

I am setting up automatic case registration through email. I have configured my mailbox and added it to the lookup "List of mailboxes for case registration." However, when I send an email to the configured address, only an activity is created—no case record is generated.

I also logged the "Incoming email registration process" business processes script task, and I noticed that the caseId is returning as 00000000-0000-0000-0000-000000000000.

Are there any additional features, system settings, or lookups that I need to configure for this to work properly?
I have shared a screenshot showing how the Activity appears in my communication panel.
 However, it is not being registered as a Case.
Could you suggest a solution for this?

Regards,
Mahalaxmi Ganesan

What is the default AI model used by a Creatio trial instance, etc.?

Dear,

In my Opportunity Product Interest, i would like to set the price if the product is selected.

But in the business rules, i can only set a constant value for the Price.

any idea how to access product data ?

my mini page is in the custom package :

So how can i access to the selected product values in the mini page ?

Hello !

We are currently migrating from Classic UI to Freedom UI.

Some Classic pages will be accessible from the Freedom interface, such as opportunities.

So the Opportunity Page is in classic mode even if the user shell is freedom.

If the user is logged in to Classic UI, adding a product opens a specific page:

When the user click on the add product button, this opens the opportunity specific product page :

but if the user is logged in under Freedom, this opens a modal:

So the behavior is not the same...

Here is my detail configuration:

why is Freedom opening a modal on the classic page ?

how can i correct this behavior ?

Thank you !!

Nicolas

I have a business process calling some subprocesses, and it should then open a new record page.  but for some reason, the page doesn't open, and the process is left in the running state. does anybody know what can prevent opening a page?

i amtrying to turn an image that i uploaded to be able to be seen what that image is

this is the image currently,

the image should be like this

does anyone know how to  make it so that the image can be previewed?

Hi Creatio Community,

I am looking to consume my own or an external API that returns a JSON response and embed an IFRAME inside a Creatio Freedom UI page to display the relevant data.

My Goal:

Call an API that responds with JSON data.

Display the API response inside an IFRAME in Freedom UI.

Ensure the IFRAME updates dynamically based on API data.

My Questions:

1. What is the best way to embed an IFRAME inside a Freedom UI page?
2. How can I dynamically set the IFRAME's src based on API response data?

3. Are there any security or CORS restrictions I should be aware of when using an external API?

    

If anyone has experience implementing this in Freedom UI or has sample configurations, I'd love to hear your insights!

Thanks in advance!