Hello,

when adding a record inline of detail list, is it possible in code to set default value for Lookup column?

Thanks.

Hi team

We have a detail with list of quotes in Opportunity. We allow end users to export and import data to this detail.

We want to block the option to process import once Opportunity is in Completed stage.

Can you advise on how to achieve this? 

Hi Everyone,

We changed our DCM structure/case.

However it seems we need to manually click on the refresh button for all records.

Is there an automatic or a SQL method to update the DCM for all records.

Thanks

In Creatio's email guidelines for email deliverability is advises to 'Create a browser version of your email. The users will be able to read it even if the email service has problems rendering it. Some email services, such as Outlook, support this solution' But I cannot see a way to do this in Creatio.

thanks

Hi Community,

I was in the process of setting up a new AI skill in Creatio, with the intention of extracting the content of a document and populating it into an unlimited-length text field on the Contact Form Page.

While the prompt was structured correctly (presumably), the AI consistently responded as if it couldn't locate the file in the attachments. I verified that the file is indeed uploaded and accessible, yet the issue persists.

Could you please advise whether file extraction via the AI skill is currently supported in this context? If so, how would you recommend structuring the prompt or configuring the action to ensure proper file recognition and extraction?

Thank you in advance for your guidance.

Hi,

Is Creatio AI not available for local deployments(8.2.2)? if not is there a way to purchase the licence and install it on local instance? 
I tried to use the AI but it says "Authorization failed".

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.

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!

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

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