Hi,

I saw this in marketplace but could not make the business process add on work (https://marketplace.creatio.com/app/excel-reports-builder-creatio)

Is there anyone here who knows how the process element (generate excel) works?

Guidance is highly appreciated.

I need to create a crm for which I need to add lists and everything. Please help in how to create a custom page and add data to that 

Hello Community,

What is the standard way to achieve the following?

We have a list of mailboxes, each associated with different case categories. 

We would like to automatically send a standard reply—such as "Your request is under review"—when the first email (i.e., case registration) arrives in the mailbox.

Any guidance or best practices would be appreciated.

Sasor

Hi Community,

I have created a new Custom Section, and is not appearing in the Dropdown where sections are listed.

Is there any additional config I need to add in order to have the possibility to link the email with the custom section?

Sasor

Hi,

I’m trying to upload a document to a custom table named RequestSysFile. Along with the document, I need to store an additional field called “Type of Document”, which comes from a field on the screen/form.

However, I’m not able to pass this additional data to the RequestSysFile table during the upload process. Could anyone guide me on how to include this extra field while uploading the file?

hello everyone! im having issues adding business rules, im trying to add a "filter" option in the "then"action but it is missing, any idea of why?

i am using freddom ui pages 8.2 version

Dear,

When adding a new element to a detail, I would like to know if it is possible to filter these elements.

For example, in the account competitors detail below, I would like to only display accounts whose type is competitor.

So in the page that appears how to filter the accounts by type ?

Is it possible to do this type of filter or do you have to go through an intermediate page ?

Thank you !
Nicolas

Hi.  

We use Creatio to automatically send out emails to users based on certain triggers.  There is typically 50-100 a day -- We then get many "out of office" responses back, which are unnecessary. 

Is there a way to add to the email headers that Creatio generates?  If we could add "X-Auto-Response-Suppress: All" to the header, we would eliminate most if not all "out of office" responses.

Thanks
Rob