I am asking this because, I have an use case where a single data model requires to have triggers setup for multiple business processes. Is there any best practice regarding this like making a main process that will have all the triggers and run sub processes (multiple) based on what field is changed/added? My current solution will be having all the process as having there own signals but I am afraid if this will slow down my creatio instance.
In Creatio, signals are event-driven triggers used to start business processes when a particular event occurs on an object, typically the addition, update, or deletion of a record. When a process contains a signal element, it essentially subscribes to a specific system event. When that event is raised, Creatio evaluates all matching subscriptions and initiates the corresponding processes.
In the case where several processes need to respond to changes on the same object but based on different business tasks (such as changes to specific fields), there are generally two architectural approaches. One is to define separate business processes, each with its own signal element. These processes start independently whenever the triggering event occurs and include internal logic to determine if they should proceed based on the field changes. The other is to design a single process with a more general signal and then route the execution flow internally, either through conditional logic or by invoking subprocesses depending on which fields were modified.
Both methods are valid and widely used in different Creatio implementations. The choice between them often depends on the nature of the business logic, the level of process reuse, and how centralized you want the control and evaluation logic to be. Having separate processes allows for more modular and decoupled logic, which can be beneficial for maintainability. A unified dispatcher-style process offers better coordination and visibility but may introduce more complexity up front.
From a performance perspective, it’s important to note that the number of signal-based triggers alone is not typically the main factor that impacts system performance. Rather, it is the overall process design, how much logic is executed, whether service calls are involved, and how efficiently process elements are structured. In environments using RabbitMQ, Creatio is more likely to offload process execution to the background automatically.
If you encounter any issues with a specific process or signal behavior, we recommend creating a support ticket via the Success Portal. Our support team will assist in analyzing and resolving the issue.
In Creatio, signals are event-driven triggers used to start business processes when a particular event occurs on an object, typically the addition, update, or deletion of a record. When a process contains a signal element, it essentially subscribes to a specific system event. When that event is raised, Creatio evaluates all matching subscriptions and initiates the corresponding processes.
In the case where several processes need to respond to changes on the same object but based on different business tasks (such as changes to specific fields), there are generally two architectural approaches. One is to define separate business processes, each with its own signal element. These processes start independently whenever the triggering event occurs and include internal logic to determine if they should proceed based on the field changes. The other is to design a single process with a more general signal and then route the execution flow internally, either through conditional logic or by invoking subprocesses depending on which fields were modified.
Both methods are valid and widely used in different Creatio implementations. The choice between them often depends on the nature of the business logic, the level of process reuse, and how centralized you want the control and evaluation logic to be. Having separate processes allows for more modular and decoupled logic, which can be beneficial for maintainability. A unified dispatcher-style process offers better coordination and visibility but may introduce more complexity up front.
From a performance perspective, it’s important to note that the number of signal-based triggers alone is not typically the main factor that impacts system performance. Rather, it is the overall process design, how much logic is executed, whether service calls are involved, and how efficiently process elements are structured. In environments using RabbitMQ, Creatio is more likely to offload process execution to the background automatically.
If you encounter any issues with a specific process or signal behavior, we recommend creating a support ticket via the Success Portal. Our support team will assist in analyzing and resolving the issue.
I need to create email templates that will autofill data from a "Potential Renters" table based on a match with the sender's email address as a primary key. Then I would like to select the corresponding values in the "Name", "Property", "Unit" columns.
Based on the documentation. I keep receiving an error that IMacrosInvokable can not be found. From another post, it seems like IMacrosInvokable is only available for macros in Creatio Service.
The interface IMacrosInvokable is available only in Creatio products that include the Service package (Service Creatio). It is not included in Creatio Studio, which is why you are receiving the "IMacrosInvokable not found" error. This is a known platform limitation.
I have a homepage that uses the Tabbed Page with progress bar template called "Dashboard Homepage". When I try setting up a user workplace and setting it as the homepage, it gets stuck loading, and never shows the dashboard. I've tested this with a brand new template page, and get the same issue.
When I set it to a page that uses the list template, it works perfectly fine. I imagine this has something to do with the functionality a page offers, but am awfully confused.
Any reason as to why I can't just set a Tabbed Page with Progress Bar as the homepage of my app?
When setting a homepage, please make sure to use only pages that were created using the "Dashboards" template. Other page types (such as tabbed or detail-driven pages) may not work as a homepage because they often require additional parameters in the URL (e.g., a record ID), which are not available during homepage loading.
If you create the page by clicking the “+” button next to the "Home page" field in the workspace setup, the correct Dashboards template will be used automatically.
Need to store Social Security Number -- so do we check box "Contains personal data" for storing and for retrieval using some expression to mask the data. Does Creatio has out of box functionality to handle SSN
Currently, this is the expected system behavior. If the modal/mini page for adding records is configured in Freedom UI, but you have Classic UI enabled, the mini-page will not open. Current mini pages (modal) only work for the shell and Freedom UI pages. However, we already have a task registered in our R&D team to consider and add support for modal/mini page details in Classic UI.
I notice there is an app on the marketplace named "Excel reports builder for Creatio" that can generate the excel report in section page directly. Is it also okay to send the excel file in BP directly to certain users? I've tried it but failed during the setup in BP. If there is any reference information or link, please kindly share.
That option is only available for Custom Report types, not Section Reports as shown in your screenshot. If you create a new Excel report with type=Custom Report, it will show for that one.
Please note that OOTB business process element "Process file" can only generate Word reports, you can find more details about its functionality in this article:
Thank you for your help, however, I can't find "Available in process" setting in the Excel report setting, that may be the reason that I can't find it inside Excel in BP. What's the reason? I'm using 8.2.1.5446 Creatio cloud version, install the excel builder app few days ago.
That option is only available for Custom Report types, not Section Reports as shown in your screenshot. If you create a new Excel report with type=Custom Report, it will show for that one.
I would like to switch tabs based on a user action using code in a handler. Is it possible to write code that opens a custom tab on the same page, as shown in the figure below?
On button click, I have implemented below code in the handler, but it is not working.
The attribute you need to set is the [TabControlName]_SelectrdTabIndex_Profile. If you tab control is named "TabPanel_fb0xrup", then the attribute you would set would be:
// select first tab
request.$context.TabPanel_fb0xrup_SelectedTabIndex_Profile=0;
The attribute you need to set is the [TabControlName]_SelectrdTabIndex_Profile. If you tab control is named "TabPanel_fb0xrup", then the attribute you would set would be:
// select first tab
request.$context.TabPanel_fb0xrup_SelectedTabIndex_Profile=0;
Also, to clarify, there is no "set" method in Freedom UI pages like there was in classic pages. You will just set and read values from the attributes directly as normal variables.
I am not sure there's a way to get the index at runtime, if there is I've not seen anything yet, but it's possible it's buried somewhere in the $context.
Thank you for reaching out. I looked into possible solutions and came across the idea that you could rely on the Resolution time field or find similar fields that are not created until you press Save. Unfortunately, I don’t see any other viable options in your case.
I want to show a message to users when Creatio is working on some process and hide it when the process ends, is there something similar to Toast dialogs/messages but to implement in a Freedom UI page?
I have also seen Ryan Farley's post (https://customerfx.com/article/displaying-toast-message-popups-from-cre…), but in both cases we need to specify a duration and I need the message to be visible until the process finishes. Sometimes it takes a few seconds and when there are more registrations, it could be several minutes and I want the user to know that Creatio is working ...
We had a workaround to display the same toast message again but with a very short duration, since only 1 toast can display at a time, the new one replaces the original and then disappears. Not great and it would be nice to be able to hide toast messages on demand - ideally with reference to a specific message, so if we got back some ID from starting the toast notification.
We had a workaround to display the same toast message again but with a very short duration, since only 1 toast can display at a time, the new one replaces the original and then disappears. Not great and it would be nice to be able to hide toast messages on demand - ideally with reference to a specific message, so if we got back some ID from starting the toast notification.
Harvey's idea could work, display the first toast with awaitResponse, then when the process ends display another toast without the awaitResponse and it should take the place of the first one.
