How to add  remark option in approval section of creatio. Also we need to add return button. Any way to do it in mobile version also

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Hello.

Currently, there is no built-in remark functionality for approvals in the product.

However, you can achieve your business goal by creating...MoreLess

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Hi everyone,

I am currently working on creating a custom service in Creatio, where I need to execute a large number of tasks and create records in multiple objects. These tasks take some time to execute, and to avoid any latency, I would like to create the first record and immediately return a response...MoreLess

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Hello,

Everyday at 11PM I get the same error notification in my Notification panel:

Account not found with IdentityId "".

With what I could see it was generated from a business process  called "Lead generation. Сonsistency check" in CrtSocialLeadGen package. What can I do to fix this issue?

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Hello,

The system message you are encountering is related to the out-of-the-box process “Lead Generation: Consistency Check.” This message occurs...MoreLess

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Hi community, 

I am trying the installation of packages in creatio using clio command and I was wondering if it is possible for more than one package to be installed simultaneously using clio?

Thank you in advance 

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Greetings!


You can upload multiple packages in clio by packing them into a single zip file. Additionally, you can read more about clio and...MoreLess

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Hi,

I am trying to build a business process that will automatically generate an excel report using the Generate Excel Report task, available through package IntExcelReport.

In the business process Convert File to Base64String I pass the file that is generated from Generate Excel Report task.

&nbs...MoreLess

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Hi, trying also to figure out how to use this new excel process element to send the report by email. Documentation has not been updated in the...MoreLess

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Hi, 

I have grouped a number of cases (Stages in my case) in the workflow. The decision of which stage will be chosen, is decided in a business process inside the previous stage.   

The problem is that the first stage of the group always shows, even if it will never be processed during the workflow. How can I hide this stage on a specific condition and show the other stage in the group.

Current workflow:

the grouped stages

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Hello, 

To hide a specific stage from the workflow based on a condition, you can use the "Automatic transition to next case stage" fiel...MoreLess

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Hi, I am trying to add a custom field in Activity task minipage: 

I tried to edit ActivityMiniPage, but it does not add the new field.

Where should I add this field?

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Hello,

You need to make sure that you are making changes in the view mode of the activity mini-page.

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Hi, 

I am trying to add a new field in an activity's mini page, I added the field in the mini page as in the picture below:

I would like for the mini page to look:

But instead I get:

an I have to click the pencil to get the new field:

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Hello,

I recommend checking if this field was added only for edit mode. However, let us also explain the logic of displaying modes in more detail...MoreLess

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Hi,

I am trying to make a detail available.  At Detail setup the checkbox 'Make the list editable' is disabled:

 

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Hello,

The checkbox becomes disabled when any modifications are applied to the detail schema in configurations, such as comments, custom methods...MoreLess

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I am trying to filter the list of products shown in the Application page, based on the field Segment. The field segment is part of the object FZVwActiveProduct (it represents a view in db). This object has the following fields:  FZId (GUID), FZOpportunityConditionName (Text),

FZProduct (Lookup...MoreLess

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Hello Alba,

Such an error usually occurs in the construction of the filter, causing an incorrect database query.Value [FZVwActiveProduct:FZProduct]...MoreLess

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