Hi, 

I’m using the "Handle Template for Email with Macros" user task, but the output still contains the original template with macros untouched. The macros are not being replaced with actual values, and the Body parameter is returning the same template content.

Can you help me understand why the macro fields are not being filled in?

Like 0

Like

1 comments

I Created my own User task which handle all macro which have macro source filled in.

protected override bool InternalExecute(ProcessExecutingContext context) {
			// IMPORTANT: When implementing long-running operations, it is crucial to
			// enable timely and responsive cancellation. To achieve this, ensure that your code is designed to
			// respond appropriately to cancellation requests using the context.CancellationToken mechanism.
			// For more detailed information and examples, please, refer to our documentation.
			if (TemplateCode == Guid.Empty || RecordId == Guid.Empty) {
				isSuccess = false; 
				return true;
			}
 
			var templateEsq = new EntitySchemaQuery(UserConnection.EntitySchemaManager, "EmailTemplate");
			var bodyColumn = templateEsq.AddColumn("Body");
			var macroColumn = templateEsq.AddColumn("Object");
			var templateEntity = templateEsq.GetEntity(UserConnection, TemplateCode);
 
			if (templateEntity == null) {
				isSuccess = false;
				return true;
			}
 
			Guid macroSource = templateEntity.GetTypedColumnValue<Guid>("ObjectId");
			string body = templateEntity.GetColumnValue(bodyColumn.Name)?.ToString() ?? "";
 
 
			var macroSourceEsq = new EntitySchemaQuery(UserConnection.EntitySchemaManager, "SysSchema");
			var idFilter = macroSourceEsq.CreateFilterWithParameters(FilterComparisonType.Equal, "UId", macroSource);
			macroSourceEsq.Filters.Add(idFilter);
			var schemaNameColumn = macroSourceEsq.AddColumn("Name");
			var macroSourceEntities = macroSourceEsq.GetEntityCollection(UserConnection);
 
			if (macroSourceEntities == null || macroSourceEntities.Count == 0) {
				isSuccess = false;
				return true;
			}
 
			string schemaName = macroSourceEntities[0].GetColumnValue(schemaNameColumn.Name)?.ToString() ?? "";
 
			var macroRegex = new Regex(@"\[#(.*?)#\]");
			var matches = macroRegex.Matches(body);
 
			if (matches.Count == 0) {
				ReturnBody = body;
				isSuccess = false; 
				return true;
			}
 
			var esq = new EntitySchemaQuery(UserConnection.EntitySchemaManager, schemaName);
			var columnMap = new Dictionary<string, string>(); 
 
			foreach (Match match in matches) {
				var macro = match.Groups[1].Value;
				if (!columnMap.ContainsKey(macro)) {
					var column = esq.AddColumn(macro);
					columnMap[macro] = column.Name;
				}
			}
 
			var entity = esq.GetEntity(UserConnection, RecordId);
			if (entity == null) {
				ReturnBody = body;
				isSuccess = false;
				return true;
			}
 
			var result = body;
			foreach (Match match in matches) {
				var macro = match.Groups[1].Value;
				if (columnMap.TryGetValue(macro, out string esqColumnName)) {
					try {
						var value = entity.GetColumnValue(esqColumnName)?.ToString() ?? "";
						result = result.Replace(match.Value, value);
					} catch (Terrasoft.Common.ItemNotFoundException) {
						try {
							var value = entity.GetColumnValue(esqColumnName + "Id")?.ToString() ?? "";
							result = result.Replace(match.Value, value);
						} catch {
							result = result.Replace(match.Value, "");
						}
					}
				}
			}
 
			ReturnBody = result;
			isSuccess = true;
			return true;
		}
Show all comments

Hi everyone,
I'm new to Creatio and currently working with business processes. I’ve built a process that should display a pre-configured page when the quote total exceeds the customer’s budget.

The process is triggered when the quote total is modified. It uses two Read Data elements to retrieve the quote total and the customer's budget, followed by a gateway that checks if the total > budget. If true, it proceeds to a "Show Page" element.

I’ve enabled the Show page automatically checkbox, but the page doesn’t appear when the condition is met. Is there anything else I need to configure for the page to show automatically?

Any help is appreciated—thanks!

Like 0

Like

2 comments

Check the start of the process (the green circle) and make sure the “run in background” is NOT checked. 
Ryan 

Ryan Farley,

So I checked my object signal (green circle) and the Run following elements in the background field is unchecked. This checkbox is also unchecked for the pre-configured page element. 

Show all comments

Hi Everyone, 

There is a sub process inside a main process, in which a web service (REST) is called but it is getting stuck due to operation timeout error (screenshot pasted). Our customer requested to bypass it if it is operation timeout so we checked that checkbox (Run current element in the background) in the subprocess. We thought that the main process now will not stop its execution even if the sub process stuck in the error state. But it is not and the main process is still stucking and not moving forward.

1. Following is the screenshot of the execution diagram of the main process where it got stuck at the subprocess - 

 

2. Following is the screenshot of the subprocess where the web service is called. 

3. Following is the screenshot of the error message - 

 

Can anyone please suggest how to handle this situation?

Thanks in advance.

Like 0

Like

3 comments

Sadly, there's no way to handle the timeout error in the process, it will only put the process in an error state - I do wish it was an option to handle that in the process rather than have the whole process error. 

Only option would be to increase the timeout for the web service call to possibly allow for the additional needed time. Otherwise, I've added script tasks that check for the service availability and can branch as needed to avoid the web service call, but that defeats the benefits of using the no-code web service components in the first place.

Ryan

Ryan Farley,

Thank you, if possible can you please share an example of how did you added script tasks that check for the service availability?

AS,

It was basically just C# that called one of the API methods and then set a param in the process so it knew to proceed or branch elsewhere. How that would look would depend on the API, but essentially you’re just writing code to call the API directly.

Show all comments

Hello, i am trying to customize a component called Contact Compact Profile, this is the default state

how do i customize adding a field in here? where do i go to customize the field here?

i tried using the page but this is the only settings, can anyone help me please?

Like 0

Like

2 comments
Best reply

Hello,

The contents and structure of the AccountCompactProfile / ContactCompactProfile elements are immutable in the system. Their behaviour is preconfigured and is, unfortunately, impossible to alter.

A request to improve this logic has already been submitted to our R&D team, and they are looking into the possibility of expanding it in the future versions of Creatio.

Hello,

The contents and structure of the AccountCompactProfile / ContactCompactProfile elements are immutable in the system. Their behaviour is preconfigured and is, unfortunately, impossible to alter.

A request to improve this logic has already been submitted to our R&D team, and they are looking into the possibility of expanding it in the future versions of Creatio.

i see thank you for the information :D

Show all comments

Hi Community,

I'm trying to add a new package(CrtCoreBase) in depend on package of certain package(my custom package), but I’m encountering the following error:

[SchemaData] [SysDetail_Activity]: Duplicate element name in the same package   [SchemaData] [SysImage_SectionIcon_Activity]: Duplicate element name in the same package [SchemaData] [SysModule_Activity]: Duplicate element name in the same package 

I have two list pages for the Activity object (one for incoming activities and another for outgoing activities). Could this setup be causing the issue?

Any suggestions on how to resolve this would be appreciated.

Thanks!

Like 0

Like

4 comments
Best reply

Hello,

Since both sections are tied to the Activity object, it's likely that the error comes from duplicated data bindings in the same package.

You can check the "Data Bound" tab to see which bindings are actually needed. If both are, consider slightly renaming the duplicates (e.g., SysModule_Activity_Incoming, ..._Outgoing) to avoid conflicts.

Alternatively, you could remove or move one of the bindings to another package, depending on your setup.

Best regards,
Ivan

Hello,

Based on the provided information, the error message suggests that there are duplicate element names within the same package. This issue typically occurs when multiple elements in the package share the same name.

To resolve this, we recommend checking the package that contains the Activity object to ensure there are no duplicate element names. Review the elements within the package and confirm that each one has a unique name.

If you identify any duplicates, you will need to rename one of the elements to make it unique within the package. Once the duplicate element names are resolved, you should be able to add the CrtCoreBase package as a dependency without encountering the error.

Best regards,
Ivan

Ivan Savenko,

Hi, 

I confirm that i have duplicate element like

 

But it  is safe to rename them because one is being used in incoming email message and other in outgoing email message (both section are connected to activity object).

 

Hello,

Since both sections are tied to the Activity object, it's likely that the error comes from duplicated data bindings in the same package.

You can check the "Data Bound" tab to see which bindings are actually needed. If both are, consider slightly renaming the duplicates (e.g., SysModule_Activity_Incoming, ..._Outgoing) to avoid conflicts.

Alternatively, you could remove or move one of the bindings to another package, depending on your setup.

Best regards,
Ivan

Ivan Savenko,

Hi,

I moved those duplicate elements to other package and now i am able to add new packages in depend on package.

Thanks

Show all comments

Hi Everyone,

We have a usecase where we have to apply the timer on a list to show how much time is left for resolution and it should be coloured dynamically.(i.e green when expected time is not reached and red when expected response time is exceeded)

Do anyone have any idea on how to achieve it?

 

Like 0

Like

1 comments

Hello!

You can definitely display the resolution time in the list, but unfortunately, applying dynamic coloring directly on the list records is not possible in the current version. However, we have registered the idea for consideration and possible future implementation by our R&D team.

As an alternative, you can consider adding the timer directly in the case record itself in Freedom UI list pages:

 

You can implement the timer feature within the individual case record:

Thank you!

Show all comments

Hi Community,

I'm working with Creatio Freedom UI and I need to embed a custom HTML layout along with some JavaScript logic (e.g., loading an external widget) into a page.

I’m looking for a proper way to add both:

  • Custom HTML code,

    .......

    </head>
    <body>
        <div style="width: 100%;">
            <div id="xyz1"></div>
            <div id="xyz2">
                <div style="width: 100%;">
                    <div id="queryBox" style="width: 100%;"></div>
                </div>
            <div  id="xyz3"></div>
            </div>
        </div>
    </body>
    </html>

  • External or inline JavaScript code (e.g., via <script> tags)

I've tried using custom components and inserting HTML using JavaScript (e.g., innerHTML), but I'm unsure if this is the recommended approach or if there's a native method provided by Creatio.

Could someone please guide me on:

  • The best practice for injecting HTML/JS into Freedom UI pages
  • Whether I can safely reference external JS/CSS (like from a CDN)
  • Any Creatio-supported way to dynamically render and control such elements

Thanks in advance! 
Any documentation links or working examples would be really helpful.

Regards,

Ajay Kuthe

Like 3

Like

1 comments
Best reply

Creatio does allow you to create your own custom UI components that you can add to the UI and even handle requests, read data, bind properties, etc. Documentation here on creating custom components: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/category/freedom-ui-component

Video tutorial here: https://www.youtube.com/watch?v=CE5uETqTsyQ&list=PLnolcTT5TeE2BMFf_XmJrSwpnbcLCLJkb

A simple approach (with limited capabilities compared to creating a full control) can be seen here: https://customerfx.com/article/embedding-an-iframe-on-a-creatio-freedom-ui-page/ (you could use this approach to render any HTML, not just an IFRAME as the article shows)

Ryan

Creatio does allow you to create your own custom UI components that you can add to the UI and even handle requests, read data, bind properties, etc. Documentation here on creating custom components: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/category/freedom-ui-component

Video tutorial here: https://www.youtube.com/watch?v=CE5uETqTsyQ&list=PLnolcTT5TeE2BMFf_XmJrSwpnbcLCLJkb

A simple approach (with limited capabilities compared to creating a full control) can be seen here: https://customerfx.com/article/embedding-an-iframe-on-a-creatio-freedom-ui-page/ (you could use this approach to render any HTML, not just an IFRAME as the article shows)

Ryan

Show all comments

Hi Creatio Community,

I'm currently working with an editable detail grid, and I need to filter a lookup column (UsrPort) based on the connected user's roles ("Stay SPOC TC", "Stay SPOC Casablanca", "Stay SPOC Jorf Lasfar", "Stay SPOC Laayoune", and "Stay SPOC Safi").

I've tried several approaches including:

  • Defining lookupListConfig with prepareList binding (works fine on regular pages but does not trigger in editable grids).



    Here's the latest implementation I've tested:
     

generateActiveRowControlsConfig: function(id, columnsConfig, rowConfig) {
    this.mixins.ConfigurationGridUtilitiesV2.generateActiveRowControlsConfig.call(this, id, columnsConfig, rowConfig);
 
    var scope = this;
 
    Terrasoft.each(rowConfig, function(columnItem) {
        var columnKey = columnItem.key && columnItem.key[0];
        if (columnKey && columnKey.name === "UsrPort") {
            columnItem.controlConfig = columnItem.controlConfig || {};
            columnItem.controlConfig.lookupListConfig = columnItem.controlConfig.lookupListConfig || {};
            columnItem.controlConfig.lookupListConfig.filter = function() {
                var filters = Terrasoft.createFilterGroup();
 
                // Example of role checks
                var allowedPorts = [];
                if (scope.get("IsStaySpocCasa")) allowedPorts.push("CASABLANCA");
                if (scope.get("IsStaySpocJorf")) allowedPorts.push("JORF LASFAR");
                // Add similar checks for other roles
 
                if (allowedPorts.length > 0) {
                    filters.add("PortFilter", Terrasoft.createColumnInFilterWithParameters("Name", allowedPorts));
                } else {
                    filters.add("EmptyFilter", Terrasoft.createColumnFilterWithParameter(
                        Terrasoft.ComparisonType.EQUAL, "Id", Terrasoft.GUID_EMPTY));
                }
 
                return filters;
            };
        }
    }, this);
},

This configuration currently doesn't work and results in the error mentioned above.

Could someone help clarify the correct way to implement role-based filtering on lookup columns within editable detail grids? If anyone has successfully implemented this or faced a similar issue, your guidance would be greatly appreciated!

Thanks in advance for your help!

Best regards,

Like 0

Like

2 comments

For classic details, rules implemented on the page are also manifested in the list for the detail. I believe you can just implement the filtering for the lookup on the page for the detail, then it will work in the list as well. 

Thank you Ryan  for your answer!
Actually, my detail is an editable grid. I noticed that the page-level lookup filtering doesn't propagate into editable grids automatically. From my tests and observations, the editable grids seem to require explicit filtering logic within the generateActiveRowControlsConfig method instead.
Could you please confirm if this understanding is correct, and perhaps suggest any best practices or examples explicitly for editable grids?

Show all comments

I am trying to create a folder in the Contacts Freedom UI List Page that only contains Contact records that are currently active. I know there is a field in the System Administration Object that is an Active status field (shown in the Users list page). I am trying to access this field; however, it is not showing up in the dropdown list of columns in the filter builder popup page. Any help would be great. I attached an image showing the columns currently visible to me for that System Admin Object. 

Like 0

Like

2 comments
Best reply

It would look like this - I typically also add Type=4 for users (although that’s a little redundant) and also add Connection Type=0 to get employee users (not external/portal users). 

Basically, from your screenshot, click "Quantity". Then set count > 0 (or click count to change to exists), then add the sub-conditions under that.

Ryan

It would look like this - I typically also add Type=4 for users (although that’s a little redundant) and also add Connection Type=0 to get employee users (not external/portal users). 

Basically, from your screenshot, click "Quantity". Then set count > 0 (or click count to change to exists), then add the sub-conditions under that.

Ryan

Ryan Farley,

Thank you Ryan for your time and help! This solution worked for me. 

Show all comments

I need to create a mask for this text field, it is a document, which has 11 digits, and is written as follows: ###.###.###-##.

I also want to limit the quantity and leave only periods and hyphens for typing.

The quantity entered is 11, but with the mask it becomes 14, I don't know if it is possible to block this.

Can anyone help me with this?

{
	"operation": "insert",
	"name": "Input_CPF",
	"values": {
		"type": "crt.Input",
		"multiline": false,
		"label": "$Resources.Strings.PDS_SCCPF_luo5kno",
		"labelPosition": "auto",
		"control": "$PDS_SCCPF_luo5kno"
	},
	"parentName": "FlexContainer_6gej1t9",
	"propertyName": "items",
	"index": 1
}
Like 0

Like

2 comments
Best reply

Hello,

 

In order to create the mask for the text field you can add a handler that will apply formatting to the text field value when user are typing.

 

You can use the following code snippet as an example:

 

{
	request: "crt.HandleViewModelAttributeChangeRequest",
	handler: async (request, next) =&gt; {
		if(request.attributeName == "PDS_SCCPF_luo5kno"){
			let value = await request.$context.PDS_SCCPF_luo5kno; 
			value = value.replace(/\D/g, ""); // Remove non-digit characters
			if (value.length &gt; 11){
				value = value.slice(0, 11); // Limit to 11 digits
			}
			let formatted = "";
			if (value.length &gt; 0) {
				formatted += value.slice(0, 3);
			}
			if (value.length &gt;= 4) {
				formatted += "." + value.slice(3, 6);
			}
			if (value.length &gt;= 7) {
				formatted += "." + value.slice(6, 9);
			}
			if (value.length &gt;= 10) {
				formatted += "-" + value.slice(9, 11);
			}
			request.$context.PDS_SCCPF_luo5kno = formatted;
 			request.preventAttributeChangeRequest = true;
		}
		return next?.handle(request);
	}
}

Hello,

 

In order to create the mask for the text field you can add a handler that will apply formatting to the text field value when user are typing.

 

You can use the following code snippet as an example:

 

{
	request: "crt.HandleViewModelAttributeChangeRequest",
	handler: async (request, next) =&gt; {
		if(request.attributeName == "PDS_SCCPF_luo5kno"){
			let value = await request.$context.PDS_SCCPF_luo5kno; 
			value = value.replace(/\D/g, ""); // Remove non-digit characters
			if (value.length &gt; 11){
				value = value.slice(0, 11); // Limit to 11 digits
			}
			let formatted = "";
			if (value.length &gt; 0) {
				formatted += value.slice(0, 3);
			}
			if (value.length &gt;= 4) {
				formatted += "." + value.slice(3, 6);
			}
			if (value.length &gt;= 7) {
				formatted += "." + value.slice(6, 9);
			}
			if (value.length &gt;= 10) {
				formatted += "-" + value.slice(9, 11);
			}
			request.$context.PDS_SCCPF_luo5kno = formatted;
 			request.preventAttributeChangeRequest = true;
		}
		return next?.handle(request);
	}
}

Thanks so much.
It worked wonderfully.

Show all comments