Hello Community,

I’m trying to bind a system setting to a package with its value set as an empty string.

I added the system setting with an empty Text value in the package, but during installation, I'm encountering a JavaScript error when attempting to read the value from the same system setting field.

Has anyone faced a similar issue, or is there a proper way to bind an empty string in system settings within a package?

Thanks in advance!

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Hello!

In Creatio, there are 2 tables for system settings: one for system setting itself and other for system setting value. If you don't have value for system setting, then you can bind only system setting itself to a package. I never faced error during installation of package with bind of system setting without system setting value.

In your case, did you bind empty system setting value to a package or only system setting?

Hello Khassan Khakak,

Thank you for your response.

In my case, I had bound both the system setting and the corresponding system setting value to the package, with the value set as an empty string (Text Value). After installing the package in a fresh org, The page that tries to read the system setting value using JavaScript in Freedom UI handlers throws an error.

As per your suggestion, I tried binding only the system setting without the SysSettingsValue entry, but it still resulted in the same error.

Appreciate your input!

Best regards,
Ajay

What is the error you get?

Ajay,

What is the error and what does the code look like that is reading it?

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Hello,

With 8.2.3, the Landing Page Designer allows me to create a Landing Page with a form, export in HTML, publish it on my domain name.

The page and forms works well and a NEW submitted form record & contact are created in the CRM.

After submitting the form, the message displayed on the screen is as followed:
 

 

Where and How can we customize the message  OR  redirect to a Thank YOU page ?

 

PS : the version field when creating this POST has only 8.0 as an option.

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For now that is hardcoded in the javascript that Creatio includes with the form from https://webtracking-v01.creatio.com/JS/crt-landing-page.js

If you're self-hosting the form, you could save that script as your own copy and change the script tag in the form to use yours instead of the Creatio one, then modify it there. 

Ryan

Ryan Farley,

Outch….I’ve been doing Landing Pages for over 20 years with various softwares. Hard to believe that we can’t control the On Submit button  other than hardcoded JavaScript.

Can I suggest that you add the feature of redirecting to another page (Thank You or any url) within the coming release?

It’s a pretty basic Landing Page feature.

Francois Breault,

I agree, seems a bit short-sided. Hopefully they add that, I assume they will at some point (I don't work for Creatio, but I'm sure they'll see your suggestion to add that as a feature in your comment here). 

Hello,

Thank you for your question.

Currently, it is not possible to change the text that appears after a form submission in the Landing Pages module on a per-page basis. This text is fixed in the system and cannot be customized individually for each landing page.

However, we have registered this idea in our R&D team backlog for consideration and potential implementation in future releases of the application. We appreciate your feedback and your help in improving our product.

If you have any other questions or need further assistance, please feel free to reach out.

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Is there any way to add the OOTB Change Log section into a workplace? I know it isn't a normal Section so it would be somethign of a workaround, but it would be useful for our purposes to grant access to just the Change Log without granting access to the System Designer to a user role. Even just having a "Section" displayed in the workplace that just acts as a link to the change log would be useful if that's possible in some way?

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I'm trying to find the database table where all the column config is stored that you can view through the Object Designer UI (EntitySchemaDesigner), but I don't appear to be able to find it. I have seen some of this data appears to be stored for Lookup columns in the SysEntitySchemaReference table, but for general columns I can't see it.

 

Is this data only stored in the MetaData column of SysSchema? Or am I just missing the table it's stored in column by column?

 

I need this data in order to create a SQL procedure for archiving records, as some columns which have since been removed from the Object still exist on the DB table, so I am trying to exclude such columns from the archiving process. Everything else works about the archiving procedure, the only error is when the source DB table has a column that doesn't exist in the Object's config. Any help appreciated.

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Alternatively, how can I get Creatio to drop columns removed through the EntitySchemaDesigner from the database safely? i.e. a cleanup of the DB tables based on what exists in the actual Creatio config.

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Hi All, 

probably a very silly question, however, I want users to be able to email Invoices as a PDF attachment to clients for payment through Creatio. Is there a simple one-step solution, other than generating a printable, saving the printable on the computer and then attaching it to an email? 

Has anyone build a custom business process for this or is there a simple functionality that I'm missing?

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Hello, 

 

Thank you for your question regarding sending invoices as PDF attachments to clients through Creatio. It’s a valid and common use case, and we’re happy to provide guidance.

To implement this functionality in a streamlined and automated way, we recommend creating a custom business process in Creatio using the following elements:

  1. Read Data – Use the Read data process element to retrieve the necessary invoice information.
  2. Generate File – Use the Process file element to create the invoice file.
  3. Send Email – Use the Send email element to attach and send the generated invoice to the client.

You can refer to this documentation for a detailed example of how the Process file element works:
🔗 Process file element – Creatio Academy

Additionally, to generate the invoice in PDF format, an external connector is required. We recommend using the AsposePDF connector available on the Creatio Marketplace:
🔗 AsposePDF Connector for Creatio

To trigger this process, you can either:

  • Add a custom button to the Invoice section, or
  • Configure a start signal to initiate the process automatically based on specific conditions (e.g., invoice status change).

Have a nice day!

Thanks, are there alternatives to the Aspose Connector? The one review is very bad. Also, as we had reports set up for a long time, we are able to convert reports straight to PDF's in Creatio using the Printables function. So the preference would be to utilise this functionality. 

Julia Molnar,

Unfortunately , currently there is only Aspose Connector which is align with your requirements. 

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Hi,

We are in the process of migrating to the Freedom UI and as such have access to the AI capabilities, for which I am interested to learn from other users of their experiences.

Have your users and company found the use of AI of benefit and if so, what would you say would biggest benefits you have found?

During testing, we have found a very high average token consumption (between 20,000 and 50,000) and am concerned about how much each interaction 'costs' in tokens and that will limit our usage. 

Any feedback would be appreciated.

thanks

Mark

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Hello,

Please refer to the following, below is an example of how many tokens each intent can use: 


More information about tokenization can be found here: 
1. https://learn.microsoft.com/en-us/dotnet/ai/conceptual/understanding-tokens
2. Actual visual representation of token counts from Open AI: https://platform.openai.com/tokenizer

Regarding token usage, specifically why does 1 question use so many tokens:

Creatio AI performs additional actions beyond the messages generated by the user in the chat. Let me explain with an example:   

If you ask Creatio AI to create a draft of an email, Creatio AI performs several steps: 

  1. Search for available skills.
  2. Read the skill prompt and available actions.
  3. Read data from the page.
  4. Check system settings to confirm that the message can be sent.
  5. Generate a draft message and display it in the chat (the only step visible to the user).
  6. Perform additional actions, such as opening a card, etc.  
     

Steps 1–4 are not visible in the user interface, but they also consume tokens, which explains why the token usage may appear higher than expected. 

Learn more: https://www.creatio.com/products/pricing

Best regards,
Ivan

Hi Ivan

Thanks for your reply. I have looked at the documentation and aware of this information. I was seeing if other users have experiences of your AI implementation. Real world usage is often different, and as our testing showed such different token usage, I was interested to capture this feedback.

Hi Mark, 

Same as you:  found massive usage tokens consumption for little use. 

Unless OpenAI and Azure AI Integration price lowers, for now, use of AI is on hold, until we can plug to other LLMs  [which is planned in later subversions of Creatio 8.3 I believe ], some of them being known to be much less expensive then open ai 4o .

Hi Damien,

Thanks for taking the time to reply. This is what I was worried about, as the promised ability to select your own LLM means we are locked into what I hope is the highest tier.

I do not want to tell our team that the AI function is going to be provided and by day 4 of the month, all credits are used up and we would be looking at a very large cost. However, if the benefits are genuine then it is a case of matching to the cost value achieved.

My worry was that the cost of the tokens being so high, makes the value hard to justify.

Same experience for me as what Damien shared. It's a great marketing tool, but real world use doesn't seem to add much benefit IMO, especially compared to the high token usage for even what seems to be simple requests. 

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We found some validation errors indicating we have a package hierarchy issue on an older package that already deployed to production.  To resolve this, we need to unlock some packages and change their dependencies.  While I am able to unlock them with the following script below, I still can't change the package dependencies even when unlocked.  How can I change the package dependencies on a package that has already deployed?

DECLARE @packageName nvarchar(50); 
SET @packageName = 'Package_Name'; 
UPDATE SysPackage 
SET IsChanged = 0, 
    InstallType = 1, 
    IsLocked = 0, 
    Maintainer = 'Customer' 
WHERE Name = @packageName 
AND SysWorkspaceId IN (SELECT 
  Id 
FROM SysWorkspace 
WHERE Name = 'Default'); 
UPDATE SysSchema 
SET IsChanged = 0, 
    IsLocked = 0
FROM SysSchema 
JOIN SysPackage 
  ON SysSchema.SysPackageId = SysPackage.Id 
WHERE SysPackage.name = @packageName 		
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Hello,

Please note that we do not recommend making changes to this package on the end environment. It is best for you to fix the issue with the dependencies on the dev site and then transfer the package with the updated dependencies to prod again. It will ensure that in future, if you decide to transfer this package or a connected package to prod again, it does not override your settings and the system's integrity is preserved.

Mira Dmitruk,

Hi Mira, thank you.  I understand that and am trying to make changes in our development environment.  That is where I am encountering this issue where I cannot change the package dependencies even when they are unlocked.

Francine Braese,

Please describe which errors exactly you get when trying to change the dependencies.

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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

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Hello,

To achieve automatic replies on the first incoming email to your mailboxes, we can suggest to create a business process based on the out-of-the-box "Send Email to Case Contact" business process.

You can take the existing process that’s already in the system as a template and customize it to fit your needs—such as sending a standard reply like "Your request is under review" when a new case is created from the first email.

This way, you leverage the built-in functionality and adjust it to your specific scenario.

Thank you!

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Hello Community,

Is it possible to associate a specific mailbox with a section, such as Orders or Leads?

We’re looking to replicate the same logic used in Case Registration,where an incoming email to a designated mailbox automatically triggers the creation of a new case.

In our case, we’d like to apply this to Orders and Leads. That is, when an email is sent to a specific mailbox, a new order would be automatically created.

Is this functionality available, or are there any recommended workarounds?

 

Sasor

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You can use the object EmailMessageData (Title "Email message") to know which mailbox (or mailboxes) an email (Activity) is from. Emails are Activity records, but each mailbox connected to Creatio that the email is located in will have a record in EmailMessageData to tie the email to the mailbox. 

One approach would be to have a process listening for Activity added with Type=Email that exist in the mailbox you're monitoring.

Then you do whatever is needed such as create a record in your section. The EmailMessageData object also will let you know if the email is a part of a thread. Then you could use that to determine you need to just add this new email to an existing record vs adding a new record, etc.

Ryan

You can use the object EmailMessageData (Title "Email message") to know which mailbox (or mailboxes) an email (Activity) is from. Emails are Activity records, but each mailbox connected to Creatio that the email is located in will have a record in EmailMessageData to tie the email to the mailbox. 

One approach would be to have a process listening for Activity added with Type=Email that exist in the mailbox you're monitoring.

Then you do whatever is needed such as create a record in your section. The EmailMessageData object also will let you know if the email is a part of a thread. Then you could use that to determine you need to just add this new email to an existing record vs adding a new record, etc.

Ryan

Hello Ryan,

Thank you for the recommendation. I tried this approach,

but the Business Process wont trigger when an email comes to the specified Mailbox.

I checked from Sql Console the related tables, and the Id that Im utilizing is correct.

But still the Process wont trigger.

Sasor

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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

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Hello,

Thank you for your question.

If you've created a custom section and want it to appear in the "Connected to" dropdown (e.g., when linking emails in the communication panel), some additional configuration is required. This behavior is not handled automatically for custom sections.

 

This can only be implemented by development:

1. Add a column to the Activity object that references the desired directory.

2. Find the UId of the column added in the first point (in the directory metadata).

3) Execute the script:
DECLARE @columnName varchar(max) = 'UsrColumn';
INSERT INTO [EntityConnection] ([SysEntitySchemaUId], [ColumnUId])
  VALUES (
    (SELECT
      [UId]
    FROM [SysSchema]
    WHERE [Name] = 'Activity'
    AND [ExtendParent] = 0), 
    (SELECT DISTINCT
      [ColumnUId]
    FROM [SysEntitySchemaReference]
    WHERE [SysSchemaId] IN (SELECT
      [Id]
    FROM [SysSchema]
    WHERE [Name] = 'Activity')
    AND [ColumnName] = @columnName));

Where 'UsrColumn' is the name of the column you added to the Activity object. The script will fetch its UId automatically.

4) select * from EntityConnection order by CreatedOn desc
update EntityConnection set ColumnUId = 'UId column added in the first part' where id = 'UId column from select * from EntityConnection order by createdon desc'

5) Perform a cache clear and log back into the system.

 

After this, your custom section should appear in the "Connected to" list and allow linking emails or other activities to it.

Please note: This change requires backend access (via SQL Executor) and should be applied carefully.

 

Thank you!

Hello,

Thank you for your question.

If you've created a custom section and want it to appear in the "Connected to" dropdown (e.g., when linking emails in the communication panel), some additional configuration is required. This behavior is not handled automatically for custom sections.

 

This can only be implemented by development:

1. Add a column to the Activity object that references the desired directory.

2. Find the UId of the column added in the first point (in the directory metadata).

3) Execute the script:
DECLARE @columnName varchar(max) = 'UsrColumn';
INSERT INTO [EntityConnection] ([SysEntitySchemaUId], [ColumnUId])
  VALUES (
    (SELECT
      [UId]
    FROM [SysSchema]
    WHERE [Name] = 'Activity'
    AND [ExtendParent] = 0), 
    (SELECT DISTINCT
      [ColumnUId]
    FROM [SysEntitySchemaReference]
    WHERE [SysSchemaId] IN (SELECT
      [Id]
    FROM [SysSchema]
    WHERE [Name] = 'Activity')
    AND [ColumnName] = @columnName));

Where 'UsrColumn' is the name of the column you added to the Activity object. The script will fetch its UId automatically.

4) select * from EntityConnection order by CreatedOn desc
update EntityConnection set ColumnUId = 'UId column added in the first part' where id = 'UId column from select * from EntityConnection order by createdon desc'

5) Perform a cache clear and log back into the system.

 

After this, your custom section should appear in the "Connected to" list and allow linking emails or other activities to it.

Please note: This change requires backend access (via SQL Executor) and should be applied carefully.

 

Thank you!

Hello Valeria,

Thank you for the detailed script.

It's still a bit strange why the "Connected To" appears for some custom sections (created by us) and not for others.

I’ll try you approach

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