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

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Hi team,

I have identified the issue. It was caused by the lookup 'Blacklist of email addresses and domains for case registration', where certain domains or email addresses get blacklisted under specific conditions. If you encounter a similar issue, be sure to check this lookup.

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

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I would guess Open AI ? I Think there is other option at the moment anyways, or is there ?

You could probably ask it? 😂 Actually, the Academy docs discussing data privacy about Creatio AI mention it is using Azure OpenAI services, which is just REST services to facilitate working with OpenAI. See https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ai-tools/copilot/data-privacy

Ryan

I asked, the reply was:
 

I am an advanced language model designed to assist users within the Creatio platform. My primary task is to help with daily operations, provide contextual responses, and execute various skills to enhance productivity. How can I assist you today?

 

I asked if it was using the OpenAI engine:

 

I am powered by an advanced language model designed to assist users within the Creatio platform. My primary focus is to help with tasks and operations specific to Creatio. How can I assist you today?

 

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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 ?

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Currently cannot be done with business rules on the page (they can't use data from related objects). Only way to accomplish this is to handle the change of the product lookup, retrieve the values from the selected product and then set on the page. Otherwise, you could use a process, but that won't update the values until saved. 

Ryan

Currently cannot be done with business rules on the page (they can't use data from related objects). Only way to accomplish this is to handle the change of the product lookup, retrieve the values from the selected product and then set on the page. Otherwise, you could use a process, but that won't update the values until saved. 

Ryan

i m trying to build Freedom UI pages without coding...
so i used for the moment the help you provided me here:
https://community.creatio.com/questions/depending-interface-behavior-no…

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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

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Find the lookup named "Object-specific form page interface in the Freedom and Classic UI shell". In that lookup, add an entry for OpportunityProductInterest and for Freedom UI shell select Classic. Then log out and back in again. This will tell the system that if a user is using the Freedom UI shell, to use the classic page for Opportunity products.

Ryan

Find the lookup named "Object-specific form page interface in the Freedom and Classic UI shell". In that lookup, add an entry for OpportunityProductInterest and for Freedom UI shell select Classic. Then log out and back in again. This will tell the system that if a user is using the Freedom UI shell, to use the classic page for Opportunity products.

Ryan

Wonderful, thank you Ryan

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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?

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Check the start of the process (select the green start where the process begins) and make sure it does not have the "run in background" option checked. 

I've checked that, and it's not checked. I did some further analysis, and the record is created and i can open it, it only doesn't want to open during the process flow. Furthermore, if I run the process under my colleague's credentials, the record does open. So, one would think it's a permission problem, although we both have the same permissions, we both have the system administrator role, and i can open the record 'manually'...

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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?

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Hi Michael!

Unfortunately, currently this is not possible with the out-of-the-box solution. 
If you want to display a certain image for the record, for example company logo for the account record, you can use an Image component.


You can also consider using the following marketplace solution: https://marketplace.creatio.com/app/banza-files-extended-creatio?check_logged_in=1

I hope this helps! If you have any further questions or need assistance, feel free to reach out.

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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!

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You can see an example of embedding an IFRAME and setting the src of the IFRAME dynamically here: https://customerfx.com/article/embedding-an-iframe-on-a-creatio-freedom-ui-page/

However, an IFRAME cant just display data from an API. An IFRAME simply embeds another page, it would be the responsibility of the page you're embedding to retrieve and display the API data. 

You could however, use a similar approach to the article for creating an IFRAME and just have that component retrieve the API data and render out HTML as needed. Alternatively, you could create a full Angular component that retrieves and displays the API data, which is likely a better route anyway. See https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/front-end-development/freedom-ui/remote-module/implement-a-remote-module/overview 

As for CORS restrictions, that would be something imposed (or not) by the API, not Creatio.

Ryan

You can see an example of embedding an IFRAME and setting the src of the IFRAME dynamically here: https://customerfx.com/article/embedding-an-iframe-on-a-creatio-freedom-ui-page/

However, an IFRAME cant just display data from an API. An IFRAME simply embeds another page, it would be the responsibility of the page you're embedding to retrieve and display the API data. 

You could however, use a similar approach to the article for creating an IFRAME and just have that component retrieve the API data and render out HTML as needed. Alternatively, you could create a full Angular component that retrieves and displays the API data, which is likely a better route anyway. See https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/front-end-development/freedom-ui/remote-module/implement-a-remote-module/overview 

As for CORS restrictions, that would be something imposed (or not) by the API, not Creatio.

Ryan

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I'm installing Creatio 8.2.2 Studio MSSQL, but after everything is done, I get an error when logging in

 

Error: System.Exception: Library e_sqlite3 not found

 

https://prnt.sc/ds1ZddIu8vdx

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According to the post below, it could be that you need to possibly modify the permissions of the folders under Terrasoft.WebApp. See https://community.creatio.com/questions/error-logging-local-deployment-creatio

Ryan

Ryan Farley,

Still getting the same error, i think that is different case maybe

System.Exception: Library e_sqlite3 not found\r\nplat: win\r\nsuffix: DLL\r\npossibilities (3):\r\n

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Hello,

 

I have a master record and a detail where I allow inline editing. Making changes on the detail triggers an update on the master record. Because the table behind the master record has live updates, the changes are immediately reflected on the master record. 

All that logic works fine. The issue I have is that if the user makes changes to the master record and then changes to the detail (like adding a new detail, deleting or editing an existing one,) the changes on the master record are not saved,.

Is there any way to save the master record when the user saves the detail changes?

Thanks,
Jose

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Hello,

Thank you for your request. Unfortunately, it is not possible to change this behavior using custom methods.
 

As a workaround, you can achieve this using development methods.

To achieve this you can to implement custom handlers for two requests:


1. When saving changes in the detail list (crt.SaveRecordsRequest)

First, execute the default logic for saving the detail records.

Then, trigger crt.SaveRecordRequest to ensure that the master record is also saved.
 

Be careful not to confuse the requests—crt.SaveRecordsRequest is for saving multiple records, while crt.SaveRecordRequest is for a single record.
 

2. When deleting records from the detail list (crt.HandleModelEventRequest)

Execute the default logic first.

Then, check if request.modelEvent.type === 'delete'.

If it is a delete operation, trigger crt.SaveRecordRequest to save the master record as well.

Hello,

Thank you for your request. Unfortunately, it is not possible to change this behavior using custom methods.
 

As a workaround, you can achieve this using development methods.

To achieve this you can to implement custom handlers for two requests:


1. When saving changes in the detail list (crt.SaveRecordsRequest)

First, execute the default logic for saving the detail records.

Then, trigger crt.SaveRecordRequest to ensure that the master record is also saved.
 

Be careful not to confuse the requests—crt.SaveRecordsRequest is for saving multiple records, while crt.SaveRecordRequest is for a single record.
 

2. When deleting records from the detail list (crt.HandleModelEventRequest)

Execute the default logic first.

Then, check if request.modelEvent.type === 'delete'.

If it is a delete operation, trigger crt.SaveRecordRequest to save the master record as well.

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Hi. 

 

Im trying to save a script task in the open process of a lookup but when I try to save it the next message appear: An item with the same key has already been added

 

And i can´t save the process. I already  generate all schemas and compile. But i still have the same problem 

 

 

Do you have any idea why is this happening? 

 

Thank you 

 

 

 

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Hello!
I recommend checking the application logs for error details. Based on them, we can decide on the next steps.

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