Studio_Creatio_enterprise_edition

WhatsApp integration

Jose Marino

18:29 Apr 24, 2025

Hello,

I have a client that interest in a WhatsApp integration into their platform, not really sure how to get started. Anything helps!

2 comments

Dymytriy Vykhodets

18:44 Apr 24, 2025

Hi Jose,

Please refer to the following Academy article for documentation on WhatsApp integration.

Uriel Nusenbaum

15:45 Apr 25, 2025

Hi Jose! How are you? Hope you are doing well. I also recommend to checking out our addon: https://marketplace.creatio.com/app/whatsapp-connector-creatio

Regards

Show all comments

Freedom

classicUI

Mini page from Freedom to Classic

Igor

17:42 Apr 10, 2025

How to configure use freedom mini page for creating object and classic page for editing in classic ui section?

1 comments

Oleksandra

19:00 Apr 11, 2025

Hello,

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.

Show all comments

excel

Can "Excel reports builder for Creatio" to generate excel file and send email directly to specfic user in BP.

Jeffrey

12:59 Mar 31, 2025

Hi all mentors,

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.

File attachments

BP to send excel.JPG

excel setup.JPG

process log errors.JPG

3 comments

Best reply

https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/system-actions/process-file-element

06:27 Apr 02, 2025

Jeffrey,

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.

Ryan

Mira Dmitruk

17:47 Apr 01, 2025

Hello,

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:

Instead, you can use the "Generate Excel report" element that is a part of the "Excel reports builder for Creatio" app.

Please note, that only the reports with "Custom report" type and a checked "Available in process" boolean can be used in the process.

Jeffrey

05:49 Apr 02, 2025

Mira Dmitruk,

Hi, Mira,

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.

Jeffrey.

06:27 Apr 02, 2025

Jeffrey,

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.

Ryan

Show all comments

Studio_Creatio

#customization

How to navigate between tabs on Button click using Handler?

Ajay

06:17 Mar 20, 2025

Hello Community,

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.

{
        request: "crt.OpenTab",
        handler: async (request) => {
            request.$context.set("SelectedTab", "CustomTab");
            request.$context.set("ActiveTab", "CustomTab");
            request.$context.profile.set("Tabs_SelectedTabIndex_Profile", 2);
        return true;
     }

}

Best regards,

Ajay Kuthe

4 comments

Best reply

16:41 Mar 20, 2025

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;

Note, the indexes are zero based.

Ryan

16:41 Mar 20, 2025

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;

Note, the indexes are zero based.

Ryan

16:47 Mar 20, 2025

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.

Ajay

08:51 Mar 21, 2025

Ryan Farley,

Yes, it works fine.

However, how can I get the index of a particular tab using the Element code in the context? #FreedomUI

19:17 Mar 21, 2025

Ajay,

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.

Show all comments

FreedomUI

business rule

save record

Save event and Business rules

Sasori Oshigaki

19:21 Mar 05, 2025

Hi community,

In the classic UI we 'controlled' the Save event in business rules, with the field 'Created On' (is filled in).

I dont see the same behaviour in FreedomUI. The 'Created On' field is filled in even though the record is not saved yet.

Any workaround for this, especially with Business Rules?

Sasor

4 comments

Kalymbet Anastasia

18:06 Mar 06, 2025

Hi,

The field is filled in, but until you save the entry, the event will not be executed. Please clarify what business task is so necessary?

Sasori Oshigaki

14:20 Mar 10, 2025

Hi,

Scenario : Show a specific field only when the record is created.

Which Business Rule should we use?

Thanks

Sasor

Orkhan

05:54 Mar 16, 2025

Sasori Oshigaki,

Greetings!

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.

As in my case:

Regards,
Orkhan

Robert Pordes

15:38 Mar 17, 2025

Orkhan,

we have also solved requests like this by using fields that will be filled after the record was saved.

However, it would be great if you could add something like a "mode" to the business rules conditions that would have values like "new" and "update".

Show all comments

toast

FreedomUI

Toast dialogs for Creatio on Freedom UI pages visible until the process ends

Julio.Falcon_Nodos

18:04 Feb 25, 2025

Dears colleagues,

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 ...

Thanks

Julio

5 comments

Best reply

Harvey Adcock

19:21 Feb 25, 2025

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.

18:13 Feb 25, 2025

You can also add a duration and awaitResponse to the request. Using awaitResponse will have it appear until acknowledged by the user.

request.$context.executeRequest({
    type: "crt.NotificationRequest",
    message: "This is my toast message!",
    awaitResponse: true
});

However, i don't believe there is anyway to have it display until you tell it to close (after the process completes)

Julio.Falcon_Nodos

18:36 Feb 25, 2025

thank Ryan,

I tried

request.$context.executeRequest({
	type: "crt.NotificationRequest", 
	message: "Validando carga Excel...", 
	duration: 60000, 
	awaitResponse: true });

But in this case if the process ends before the 60seconds, need to user to close the message....

Is there another way to implement something similar?

Thanks again

Julio

Harvey Adcock

19:21 Feb 25, 2025

20:49 Feb 25, 2025

Julio.Falcon_Nodos,

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.

Ryan

Julio.Falcon_Nodos

13:36 Feb 26, 2025

Harvey Adcock,

Thanks, great idea! I'll try it

Show all comments

FDFDF

7.17

FDFDFFDFD DFDF FDFD

praveen

14:13 Jan 16, 2025

site "community" "form"

0 comments

Show all comments

Security Exception Description: The application attempted to perform an operation not allowed by the security policy. To grant this application the required permission please contact your system administrator or change the application's trust level in th

ABDULRAHMAN BINGHARAMAH

20:08 Dec 18, 2024

1 comments

Arsenii Ostapyk

22:02 Dec 18, 2024

Hello,

The mentioned error indicates that the application cannot access the DB.

Please double-check the access parameters specified in ConnectionStrings.config file.

Best regards,

Arsenii

Show all comments

upgrade

8.0.6

8.1.4