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Discussion

15:57 Apr 11, 2025

Hello

In the "Process File" element of a business process, when set to "Generate Report" the template can only be selected from the existing reports dropdown list.

I think it would be very useful to improve the "Process File" element for "Generate Report" allowing to set the template with a business process parameter just like the other process file parameters.

Thanks

Do you like this idea?

2 comments

Ryan Farley

18:15 Apr 11, 2025

I agree this would be very useful.

For now, as an FYI, it is possible to set the template to use with a script task. I've written up the steps here: https://customerfx.com/article/dynamically-setting-the-printable-template-for-the-process-file-element-in-a-creatio-process/

Ryan

Valeriia Hromova

18:32 Apr 11, 2025

Hello,

We've registered this idea in our R&D team backlog for consideration and implementation in future application releases. Thank you!

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How to store HTML code in an object field and render it at runtime on the page?

Ajay

21:19 Apr 10, 2025

Hello Community,

I need to store a snippet of HTML code (e.g., a button or formatted content) into a field of an object (e.g., a text or string field). Later, I want to render this HTML dynamically on a page at runtime.

What’s the best way to store the HTML safely and then render it so that it's interpreted as actual HTML (not plain text) in the UI?
Are there any security or encoding considerations I should keep in mind?

Thanks in advance!

6 comments

Ryan Farley

22:05 Apr 10, 2025

An easy no code way would be to bind the value to a read-only Rich Text control on the page. It will display the HTML as HTML.

Otherwise, you'd have to create your own custom control for it.

Ajay

07:11 Apr 11, 2025

Ryan Farley,

Thanks for the suggestion! I am looking for custom control.

Is there any reference or example available to create custom control.

Iryna Oriyenko

12:46 Apr 11, 2025

Hello Ajay,

Here is the article that contains the explanation and example of how to create custom control

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/8.1/front-end-development/classic-ui/controls/examples/add-a-control-to-a-record-page

Also inside your custom control implementation you can add HTML value validation and remove any script elements to provide the level of security.

souresh khandelwal

13:02 Apr 11, 2025

Hi Iryna,

Is above link, you provided, applied for Freedom UI module?

Iryna Oriyenko

14:56 Apr 11, 2025

The information and example for Freedom UI you can find here:

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

Ryan Farley

18:21 Apr 11, 2025

This simple example of an IFRAME control could easily be adapted to simple output a div containing the custom HTML instead, plus you'd just bind the column containing the HTML to the control. https://customerfx.com/article/embedding-an-iframe-on-a-creatio-freedom-ui-page/

A full component would likely be a better route, but this simpler option coudl still get the job done.

Ryan

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Macros not being replace by handle template for email with macros user task

Darshan Dev Prajapat

07:17 Apr 10, 2025

Hi,

I’m using the "Handle Template for Email with Macros" user task, but the output still contains the original template with macros untouched. The macros are not being replaced with actual values, and the Body parameter is returning the same template content.

Can you help me understand why the macro fields are not being filled in?

0 comments

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Show Page Element Not Displaying Automatically in Business Process

Shubh Savani

22:08 Apr 09, 2025

Hi everyone,
I'm new to Creatio and currently working with business processes. I’ve built a process that should display a pre-configured page when the quote total exceeds the customer’s budget.

The process is triggered when the quote total is modified. It uses two Read Data elements to retrieve the quote total and the customer's budget, followed by a gateway that checks if the total > budget. If true, it proceeds to a "Show Page" element.

I’ve enabled the Show page automatically checkbox, but the page doesn’t appear when the condition is met. Is there anything else I need to configure for the page to show automatically?

Any help is appreciated—thanks!

2 comments

Ryan Farley

22:12 Apr 09, 2025

Check the start of the process (the green circle) and make sure the “run in background” is NOT checked.
Ryan

Shubh Savani

22:22 Apr 09, 2025

Ryan Farley,

So I checked my object signal (green circle) and the Run following elements in the background field is unchecked. This checkbox is also unchecked for the pre-configured page element.

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How to solve the operation timeout error

13:12 Apr 09, 2025

Hi Everyone,

There is a sub process inside a main process, in which a web service (REST) is called but it is getting stuck due to operation timeout error (screenshot pasted). Our customer requested to bypass it if it is operation timeout so we checked that checkbox (Run current element in the background) in the subprocess. We thought that the main process now will not stop its execution even if the sub process stuck in the error state. But it is not and the main process is still stucking and not moving forward.

1. Following is the screenshot of the execution diagram of the main process where it got stuck at the subprocess -

2. Following is the screenshot of the subprocess where the web service is called.

3. Following is the screenshot of the error message -

Can anyone please suggest how to handle this situation?

Thanks in advance.

3 comments

Ryan Farley

18:34 Apr 09, 2025

Sadly, there's no way to handle the timeout error in the process, it will only put the process in an error state - I do wish it was an option to handle that in the process rather than have the whole process error.

Only option would be to increase the timeout for the web service call to possibly allow for the additional needed time. Otherwise, I've added script tasks that check for the service availability and can branch as needed to avoid the web service call, but that defeats the benefits of using the no-code web service components in the first place.

Ryan

20:35 Apr 09, 2025

Ryan Farley,

Thank you, if possible can you please share an example of how did you added script tasks that check for the service availability?

Ryan Farley

22:13 Apr 09, 2025

AS,

It was basically just C# that called one of the API methods and then set a param in the process so it knew to proceed or branch elsewhere. How that would look would depend on the API, but essentially you’re just writing code to call the API directly.

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Creatio

Studio_Creatio

8.0

Error: Duplicate Element Name in the Same Package

Darshan Dev Prajapat

09:55 Apr 09, 2025

Hi Community,

I'm trying to add a new package(CrtCoreBase) in depend on package of certain package(my custom package), but I’m encountering the following error:

[SchemaData] [SysDetail_Activity]: Duplicate element name in the same package [SchemaData] [SysImage_SectionIcon_Activity]: Duplicate element name in the same package [SchemaData] [SysModule_Activity]: Duplicate element name in the same package

I have two list pages for the Activity object (one for incoming activities and another for outgoing activities). Could this setup be causing the issue?

Any suggestions on how to resolve this would be appreciated.

Thanks!

4 comments

Best reply

Ivan Savenko

16:25 Apr 09, 2025

Hello,

Since both sections are tied to the Activity object, it's likely that the error comes from duplicated data bindings in the same package.

You can check the "Data Bound" tab to see which bindings are actually needed. If both are, consider slightly renaming the duplicates (e.g., SysModule_Activity_Incoming, ..._Outgoing) to avoid conflicts.

Alternatively, you could remove or move one of the bindings to another package, depending on your setup.

Best regards,
Ivan

Ivan Savenko

10:27 Apr 09, 2025

Hello,

Based on the provided information, the error message suggests that there are duplicate element names within the same package. This issue typically occurs when multiple elements in the package share the same name.

To resolve this, we recommend checking the package that contains the Activity object to ensure there are no duplicate element names. Review the elements within the package and confirm that each one has a unique name.

If you identify any duplicates, you will need to rename one of the elements to make it unique within the package. Once the duplicate element names are resolved, you should be able to add the CrtCoreBase package as a dependency without encountering the error.

Best regards,
Ivan

Darshan Dev Prajapat

13:56 Apr 09, 2025

Ivan Savenko,

Hi,

I confirm that i have duplicate element like

But it is safe to rename them because one is being used in incoming email message and other in outgoing email message (both section are connected to activity object).

Ivan Savenko

16:25 Apr 09, 2025

Hello,

Since both sections are tied to the Activity object, it's likely that the error comes from duplicated data bindings in the same package.

Alternatively, you could remove or move one of the bindings to another package, depending on your setup.

Best regards,
Ivan

Darshan Dev Prajapat

06:53 Apr 10, 2025

Ivan Savenko,

Hi,

I moved those duplicate elements to other package and now i am able to add new packages in depend on package.

Thanks

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Studio_Creatio

8.0

Timer

Can we add timer in the list page

Darshan Dev Prajapat

13:02 Apr 08, 2025

Hi Everyone,

We have a usecase where we have to apply the timer on a list to show how much time is left for resolution and it should be coloured dynamically.(i.e green when expected time is not reached and red when expected response time is exceeded)

Do anyone have any idea on how to achieve it?

1 comments

Valeriia Hromova

15:46 Apr 08, 2025

Hello!

You can definitely display the resolution time in the list, but unfortunately, applying dynamic coloring directly on the list records is not possible in the current version. However, we have registered the idea for consideration and possible future implementation by our R&D team.

As an alternative, you can consider adding the timer directly in the case record itself in Freedom UI list pages:

You can implement the timer feature within the individual case record:

Thank you!

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How do I render custom HTML and JS inside a Freedom UI component?

Ajay

17:30 Apr 07, 2025

Hi Community,

I'm working with Creatio Freedom UI and I need to embed a custom HTML layout along with some JavaScript logic (e.g., loading an external widget) into a page.

I’m looking for a proper way to add both:

Custom HTML code,

.......

</head>
<body>
    <div style="width: 100%;">
        <div id="xyz1"></div>
        <div id="xyz2">
            <div style="width: 100%;">
                <div id="queryBox" style="width: 100%;"></div>
            </div>
        <div id="xyz3"></div>
        </div>
    </div>
</body>
</html>
External or inline JavaScript code (e.g., via <script> tags)

I've tried using custom components and inserting HTML using JavaScript (e.g., innerHTML), but I'm unsure if this is the recommended approach or if there's a native method provided by Creatio.

Could someone please guide me on:

The best practice for injecting HTML/JS into Freedom UI pages
Whether I can safely reference external JS/CSS (like from a CDN)
Any Creatio-supported way to dynamically render and control such elements

Thanks in advance!
Any documentation links or working examples would be really helpful.

Regards,

Ajay Kuthe

1 comments

Best reply

Ryan Farley

17:48 Apr 07, 2025

Creatio does allow you to create your own custom UI components that you can add to the UI and even handle requests, read data, bind properties, etc. Documentation here on creating custom components: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/category/freedom-ui-component

Video tutorial here: https://www.youtube.com/watch?v=CE5uETqTsyQ&list=PLnolcTT5TeE2BMFf_XmJrSwpnbcLCLJkb

A simple approach (with limited capabilities compared to creating a full control) can be seen here: https://customerfx.com/article/embedding-an-iframe-on-a-creatio-freedom-ui-page/ (you could use this approach to render any HTML, not just an IFRAME as the article shows)

Ryan

Ryan Farley

17:48 Apr 07, 2025

Video tutorial here: https://www.youtube.com/watch?v=CE5uETqTsyQ&list=PLnolcTT5TeE2BMFf_XmJrSwpnbcLCLJkb

Ryan

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16:13 Apr 07, 2025

Can we add our own external components in the portal ??

1 comments

Ryan Farley

17:50 Apr 07, 2025

Absolutely (assuming you're using Freedom UI pages in the portal). You can create custom components for any Freedom UI page. The fact that it's a page for external users does not limit the capabilities in any way.

If you're using classic pages in the portal, you can create custom elements, but the support for components isn't anywhere as complete as it is for Freedom UI pages.

Ryan

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Issue_with_Role-Based_Lookup_Filtering_in_Editable_Detail_Grid

Studio_Creatio

8.0

Issue with Role-Based Lookup Filtering in Editable Detail Grid

Abderrahman Tigami

23:49 Apr 06, 2025

Hi Creatio Community,

I'm currently working with an editable detail grid, and I need to filter a lookup column (UsrPort) based on the connected user's roles ("Stay SPOC TC", "Stay SPOC Casablanca", "Stay SPOC Jorf Lasfar", "Stay SPOC Laayoune", and "Stay SPOC Safi").

I've tried several approaches including:

Defining lookupListConfig with prepareList binding (works fine on regular pages but does not trigger in editable grids).

Here's the latest implementation I've tested:

generateActiveRowControlsConfig: function(id, columnsConfig, rowConfig) {
    this.mixins.ConfigurationGridUtilitiesV2.generateActiveRowControlsConfig.call(this, id, columnsConfig, rowConfig);
 
    var scope = this;
 
    Terrasoft.each(rowConfig, function(columnItem) {
        var columnKey = columnItem.key && columnItem.key[0];
        if (columnKey && columnKey.name === "UsrPort") {
            columnItem.controlConfig = columnItem.controlConfig || {};
            columnItem.controlConfig.lookupListConfig = columnItem.controlConfig.lookupListConfig || {};
            columnItem.controlConfig.lookupListConfig.filter = function() {
                var filters = Terrasoft.createFilterGroup();
 
                // Example of role checks
                var allowedPorts = [];
                if (scope.get("IsStaySpocCasa")) allowedPorts.push("CASABLANCA");
                if (scope.get("IsStaySpocJorf")) allowedPorts.push("JORF LASFAR");
                // Add similar checks for other roles
 
                if (allowedPorts.length > 0) {
                    filters.add("PortFilter", Terrasoft.createColumnInFilterWithParameters("Name", allowedPorts));
                } else {
                    filters.add("EmptyFilter", Terrasoft.createColumnFilterWithParameter(
                        Terrasoft.ComparisonType.EQUAL, "Id", Terrasoft.GUID_EMPTY));
                }
 
                return filters;
            };
        }
    }, this);
},

This configuration currently doesn't work and results in the error mentioned above.

Could someone help clarify the correct way to implement role-based filtering on lookup columns within editable detail grids? If anyone has successfully implemented this or faced a similar issue, your guidance would be greatly appreciated!

Thanks in advance for your help!

Best regards,

2 comments

Ryan Farley

18:34 Apr 07, 2025

For classic details, rules implemented on the page are also manifested in the list for the detail. I believe you can just implement the filtering for the lookup on the page for the detail, then it will work in the list as well.

Abderrahman Tigami

00:14 Apr 08, 2025

Thank you Ryan for your answer!
Actually, my detail is an editable grid. I noticed that the page-level lookup filtering doesn't propagate into editable grids automatically. From my tests and observations, the editable grids seem to require explicit filtering logic within the generateActiveRowControlsConfig method instead.
Could you please confirm if this understanding is correct, and perhaps suggest any best practices or examples explicitly for editable grids?

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