Hello, 

Yes, you can connect a cloud site to Clio. Please refer to this post for instructions on how to connect: https://community.creatio.com/questions/cloud-sites-clio

However, please note that if you face any issues while using it, you should contact the developers on GitHub for assistance, since we do not provide support for this functionality.

Can you clarify which logo you're referring to? If it's the Creatio logo image, those are stored in system settings. Search for logo in system settings and you'll see the settings those are stored in.

Ryan

Ryan Farley,

I refer to the logo you configure from here:

Are they also saved in system settings?

Silvia,

Yes those all get stored in system settings. Those logos are in:

1. LogoImage
2. MenuLogoImage
3. HeaderLogoImage
4. ConfigurationPageLogoImage

Ryan

There is already some of the functionality mentioned in that marketplace addon built into Freedom UI - the ability to set up the lists for specific folders is possible OOTB. All you need to do is go into a folder, click the 3 dot menu on the list selecting `Save list settings for "Folder Name"`, and then you can change the column setup to how you want it to be for that folder:

Just as a note, you have to do the "Save list settings for X" step before you start making changes to the column setup, as any changes made before clicking that button would be made for the "base" column setup until a specific list settings is saved for that folder.

Harvey Adcock,

Thank you Harvey. Appreciate your time and helping out with this topic! Have a great day!

Here's the prompt I tried

Summarize the details of all documents attached to an account. The documents are retrieved using the account name from the AccountFile table. Include the document names, creation dates, last modified dates, and any available notes. Highlight any key differences or unique attributes of the documents.

## Process Flow
Process Flow Steps
1. Retrieve Documents:
Use the AccountFile table to search for documents associated with the account id.
Ensure all relevant document details, such as name, creation date, last modified date, and notes, are retrieved.
Analyze Document Data:

2. Extract key attributes of each document (e.g., name, timestamps, notes).
Identify any unique characteristics or differences between the documents.
Generate Summary:

3. Create a concise summary of the documents, including:
Document names.
Creation and last modified dates.
Notes or additional metadata.
Highlight any notable differences or unique attributes.
Present Results:

Provide the summarized details in a clear and structured format.
Ensure the output is user-friendly and easy to understand.

Below are the responses.

It seems there are no attachments currently available for the account "Our company". If you need assistance with uploading or managing attachments, feel free to ask!

I verified the account attachments by using the "Get Documents Content" function, which retrieves the available documents or attachments associated with the account. The result indicated that there are no attachments currently available for the account "Our company". If you need further assistance or want to upload attachments, let me know! 

Hi!

Thank you for your question. To make the AI Skill work with files attached to an Account record (via the AccountFile object), it’s not enough to simply refer to the file source in the prompt — this approach alone will not work.

Recommendation:
We suggest creating a dedicated action or business process that will pass the required files or their content to the AI Skill. Only this way can the AI effectively access and analyze the data.

We also recommend reviewing the following articles on the Creatio Academy:

Best practices for AI skill development

Creatio AI architecture

Thank you for contacting Creatio Support!

Valeriia Ripnevska,

Why is it that the out of the box AI Skill "Get Documents Content" is unable to see the documents? What specifically is that skill looking at?

Valeriia Ripnevska,

Thanks for the response. In that case I have to create a business process which will take the account id, get all the files, extract the content and refer that content in AI skill. 

It would be really helpful if you can suggest a way to extract the content from the file !

Ryan Farley

Its looking in the File table but its supposed to look in the AccountFile table in this case.. that link is missing.

You can return an HTML page from a web service as shown here: https://customerfx.com/article/returning-an-html-page-from-a-creatio-configuration-service/

Ryan

An easy way to accomplish what you're after is to: 

1. Create a collection parameter in the process
2. Populate the contacts from the ESQ into the collection parameter (see link below)
3. Then use normal subprocess for each contact in the collection

See here for how to add the results of the ESQ from the folder to a collection param: https://customerfx.com/article/working-with-collection-parameters-in-a-process-in-creatio/

Ryan

Ryan Farley,

Thanks Ryan. I'll give this a go now.

Hello,

The issue you are facing is related to how Creatio manages package dependencies automatically.

When you use elements from another package, Creatio adds dependencies which can sometimes lead to cyclic dependencies.

To resolve this:

-Review package dependencies - make sure your package does not depend (directly or indirectly) on a package that also depends on yours, creating a cycle.

-Adjust dependencies if needed - remove or rearrange package dependencies

-Verify current package setting - ensure you are working in the correct package and saving changes there.

-Refactor functionality if necessary — if the problematic field/functionality is not required in your package, consider moving it to a package where it won’t cause cycles.

Proper management of package dependencies and settings should help you avoid these cyclic dependency errors in Creatio.

Hello,

There is no configurable maximum number of concurrent requests setting in Creatio for custom web services. The idea of a fixed limit isn't practical, because the performance impact of a request depends heavily on what the request actually does.

For example:

• 1k lightweight requests that perform simple data retrieval or write operations may have minimal impact on the system.
• Conversely, 1k complex or resource-intensive requests (e.g. involving multiple joins, integrations, or heavy business logic) could significantly degrade performance or cause failures under load.

Instead of a static limit, Creatio relies on the underlying infrastructure and available resources to dynamically manage the load. When system resources become constrained, the platform will naturally slow down or reject excess incoming requests to protect stability.

We recommend using a batching approach when integrating or calling custom services:

• Start with batches of 2,000 to 20,000 requests, depending on the expected load per request.
• Perform load testing to evaluate how the system responds. If the particular request is lightweight, you can safely increase the batch size.

This approach gives you flexibility and scalability without setting limits that may not reflect actual usage.