Hi, we modified our application logo in Logo Customization page.

Now we want to export the logo in the application package to import it in another environment. What are the steps to achieve this result?

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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: logo customizationlogo

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

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Dear All,

Would you know when the add-on Advanced list setup for Creatio is going to be redeveloped for Freedom UI? 

The use case is to customize section list view for a specific folder in FUI for an individual user. 

https://marketplace.creatio.com/app/advanced-list-setup-creatio

Best Regards,
Jacek 

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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.

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!

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Hi,

I have a requirement to use the files uploaded to an account record in an AI skill. I tried with multiple prompts but everytime it says no files are found for the account record. I even mentioned to get the files from AccountFile(that's where the files are being saved when uploading files using attachments section) but still no luck.

Has anyone tried this? I didn't find any documentation related to this.

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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.

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Hi, 

I wrote a customer webservice and returning a simple string message (screenshot below). But customer don't like this page and want something like Thank you page or pop up. Can anyone suggest how to solve this?

Thanks in advance. 

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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

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Hello,

I am creating an AI Skill which will deal with the attachments of a record. I want to send the attachments content of a record(Ex: Account) to the skill. Is there support for this natively or I need to do it manually - like reading all the attachments of the record, extracting the content of each file using a third party library like iTextSharp, PdfSharp? 

there is a pre-configured skill available to work with documents - General document handling but its not able to identify the attachments in an account record.

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Hi all,

I have a process where a user selects a contact folder from a list on a preconfigured page. A sub process then needs to run for each contact in the selected folder.

I've read the article for Programmatically Using Section Folder Filters in Processes or Server-Side Code in Creatio | Customer FX and I have borrowed a script task for creating the list of contacts.

var sectionName = "Contact";
var folderId = "2d3c0306-1e43-4ba7-943b-a3d261b66897"; //I will pass this in from the preconfigured page
 
// get folder SearchData
var folderSchema = UserConnection.EntitySchemaManager.GetInstanceByName(sectionName + "Folder");
var esq = new EntitySchemaQuery(folderSchema);
var dataCol = esq.AddColumn("SearchData").Name;
var folderData = esq.GetEntity(UserConnection, folderId).GetBytesValue(dataCol);
 
// convert filter data to esq filters
var serializedFilters = System.Text.Encoding.UTF8.GetString(folderData, 0, folderData.Length);
var dataSourceFilters = Terrasoft.Common.Json.Json.Deserialize<Terrasoft.Nui.ServiceModel.DataContract.Filters>(serializedFilters);
 
// MUST INCLUDE using Terrasoft.Nui.ServiceModel.Extensions;
var folderFilters = dataSourceFilters.BuildEsqFilter(UserConnection.EntitySchemaManager.GetInstanceByName(sectionName).UId, UserConnection);
 
// now can include folderFilters as filters in new esq
var contactEsq = new EntitySchemaQuery(UserConnection.EntitySchemaManager, "Contact");
contactEsq.AddColumn("Id");
contactEsq.Filters.Add(folderFilters); // using the filters from the folder
var contacts = contactEsq.GetEntityCollection(UserConnection);

I would like to either pass the results into a collection or run a sub process for each contact directly from the script task.

Any help would be much appreciated,

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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

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Hello all,

I am repeatedly running into an issue where the Creatio Freedom UI page designer is showing a field under Data model attributes that is from a higher package in the hierarchy. The page I am working on does not depend on the page where the field is added but the page designer still thinks the field exists which is causing cyclical dependency errors every time I try to save the page even if I don't do anything to add the erroneous field to my page.

My page is properly placed in the lower package and connected with the version of the object within the same lower package. Why is Creatio disregarding my package structure and showing the field from a higher package? It's impossible to proceed when Creatio keeps making problems I'm trying to avoid.

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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.

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I have a simple business process that calculates the Quote total by summing the Item Total field in the Quote Item records - as shown below:

 

This business process is triggered by three signal events: Quote item created, Quote Item modified, and Quote item deleted. The process works successfully when the quote item is added or deleted. The issue is when the Quote item is modified - specifically when I change the related Quote. 

While testing the business process, I changed the quote item's related Quote field from Quote 1 to Quote 2 and it updated Quote 2's total field; however, it did not update Quote 1's total field. I realize this is the case because the business process has no way of accessing the previous field value before it was modified. 

 



Is there a way to go around this or a way for a business process to see the previous values of a record before it was modified?

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Hi, I would like to know if there is a max amount of concurrent requests that Creatio is able to handle for custom web services defined in Creatio.

Is there any way to configure the max number of allowed concurrent requests to the same service on the technical user, the web service or the package containing the web service?

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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.

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.

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Hi Guys,
May I know in which Module the  "Workforce engagement management in Creatio" belong to? because i saw Creatio had a clip like this:

https://www.youtube.com/watch?v=G6cCMuJmSlg

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Hello,

The “Workforce Engagement Management” functionality you saw in the video is part of Service Creatio - the module responsible for case management, agent productivity, omnichannel communications, and workforce engagement features. 

 

“Workforce Engagement Management”  enables agents and supervisors to access and update workforce management data via telephone.

 

Have a nice day!

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