The funnel shows all possible stages, after which it outputs data only to those fields that we filter. And it is necessary that the filtered fields are not shown, hidden or deleted. It will not be possible to get it through the observer because it comes as one monolithic object, not different fields
For example hide the second and the third row.

The funnel shows all possible stages, after which it outputs data only to those fields that we filter. And it is necessary that the filtered fields are not shown, hidden or deleted. It will not be possible to get it through the observer because it comes as one monolithic object, not different fields

I am getting below error while installing package from one creatio instance to another. JFYI, In my workplace, I have added Products and Invoices sections. 
I am unable to identify root cause of an issue. Any help would be greatly appreciated. 

2025-11-27 15:26:57,719 Error occurred while generating schema source code "Product" in package "XXXXXX". UId aa4bec4a-c36b-45ba-aedb-69e98150ca16: Object reference not set to an instance of an object.
2025-11-27 15:26:57,734 System.NullReferenceException: Object reference not set to an instance of an object.
 at Terrasoft.Core.Entities.EntitySchema.GetShowInAdvancedMode(Guid uid)
 at Terrasoft.Core.Entities.EntitySchema.get_ShowInAdvancedMode()
 at Terrasoft.Core.Entities.EntitySchemaGenerator.WriteSchemaClassPrimaryInfo(SchemaCodeGeneratorResource`1 resource, EntitySchema entitySchema, EntitySchema parentEntitySchema, ICollection`1 protectedMethods)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSchemaCode(GeneratorContext context, SchemaCodeGeneratorResource`1 resource, EntitySchema entitySchema)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.WriteSchemaClassBody(GeneratorContext context, SchemaCodeGeneratorResource`1 resource, GeneratorTokenVisibility sourceVisibility)
 at Terrasoft.Core.CodeGeneration.SchemaCodeGenerator`1.GenerateSourceCode(SchemaCodeGeneratorResource`1 resource, TextWriter streamWriter, Action`3 action)
 at Terrasoft.Core.CodeGeneration.SchemaCodeGenerator`1.GenerateSourceCode(SchemaCodeGeneratorResource`1 resource, String sourceFileName)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSchemaSource(SchemaCodeGeneratorResource`1 resource, EntityCollection sourceCollection, String sourceFileName)
 at Terrasoft.Core.CodeGeneration.SchemaCodeGenerator`1.GenerateSources(SchemaCodeGeneratorResource`1 resource)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSources(SchemaCodeGeneratorResource`1 resource, EntitySchema schema)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSources(SchemaCodeGeneratorResource`1 resource)
 at Terrasoft.Core.SchemaManager`1.GetSchemaSources(TSchemaManagerSchema schema, Guid schemaId, UserConnection userConnection)
 at Terrasoft.Core.Entities.EntitySchemaManager.GetSchemaSources(EntitySchema schema, Guid schemaId, UserConnection userConnection)
 at Terrasoft.Core.SchemaManager`1.GenerateSchemaSources(TSchemaManagerSchema schema, Guid schemaId, UserConnection userConnection)
 at Terrasoft.Core.SchemaManager`1.GenerateSchemaSources(Guid sysSchemaId, ISchemaManagerItem schemaManagerItem, UserConnection userConnection)
 at Terrasoft.Core.Packages.PackageInstallUtilities.InstallSchemaAssociatedData(Guid schemaId, SchemaDescriptor schemaDescriptor, Boolean continueIfError)
2025-11-27 15:26:57,734 Error occured while performing operation on "Product" item, UId = aa4bec4a-c36b-45ba-aedb-69e98150ca16.
2025-11-27 15:26:57,734 System.NullReferenceException: Object reference not set to an instance of an object.
 at Terrasoft.Core.Entities.EntitySchema.GetShowInAdvancedMode(Guid uid)
 at Terrasoft.Core.Entities.EntitySchema.get_ShowInAdvancedMode()
 at Terrasoft.Core.Entities.EntitySchemaGenerator.WriteSchemaClassPrimaryInfo(SchemaCodeGeneratorResource`1 resource, EntitySchema entitySchema, EntitySchema parentEntitySchema, ICollection`1 protectedMethods)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSchemaCode(GeneratorContext context, SchemaCodeGeneratorResource`1 resource, EntitySchema entitySchema)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.WriteSchemaClassBody(GeneratorContext context, SchemaCodeGeneratorResource`1 resource, GeneratorTokenVisibility sourceVisibility)
 at Terrasoft.Core.CodeGeneration.SchemaCodeGenerator`1.GenerateSourceCode(SchemaCodeGeneratorResource`1 resource, TextWriter streamWriter, Action`3 action)
 at Terrasoft.Core.CodeGeneration.SchemaCodeGenerator`1.GenerateSourceCode(SchemaCodeGeneratorResource`1 resource, String sourceFileName)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSchemaSource(SchemaCodeGeneratorResource`1 resource, EntityCollection sourceCollection, String sourceFileName)
 at Terrasoft.Core.CodeGeneration.SchemaCodeGenerator`1.GenerateSources(SchemaCodeGeneratorResource`1 resource)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSources(SchemaCodeGeneratorResource`1 resource, EntitySchema schema)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSources(SchemaCodeGeneratorResource`1 resource)
 at Terrasoft.Core.SchemaManager`1.GetSchemaSources(TSchemaManagerSchema schema, Guid schemaId, UserConnection userConnection)
 at Terrasoft.Core.Entities.EntitySchemaManager.GetSchemaSources(EntitySchema schema, Guid schemaId, UserConnection userConnection)
 at Terrasoft.Core.SchemaManager`1.GenerateSchemaSources(TSchemaManagerSchema schema, Guid schemaId, UserConnection userConnection)
 at Terrasoft.Core.SchemaManager`1.GenerateSchemaSources(Guid sysSchemaId, ISchemaManagerItem schemaManagerItem, UserConnection userConnection)
 at Terrasoft.Core.Packages.PackageInstallUtilities.InstallSchemaAssociatedData(Guid schemaId, SchemaDescriptor schemaDescriptor, Boolean continueIfError)
2025-11-27 15:26:57,734 Error occured while performing operation on "Product" item, UId = aa4bec4a-c36b-45ba-aedb-69e98150ca16.
2025-11-27 15:26:57,734 System.NullReferenceException: Object reference not set to an instance of an object.
 at Terrasoft.Core.Entities.EntitySchema.GetShowInAdvancedMode(Guid uid)
 at Terrasoft.Core.Entities.EntitySchema.get_ShowInAdvancedMode()
 at Terrasoft.Core.Entities.EntitySchemaGenerator.WriteSchemaClassPrimaryInfo(SchemaCodeGeneratorResource`1 resource, EntitySchema entitySchema, EntitySchema parentEntitySchema, ICollection`1 protectedMethods)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSchemaCode(GeneratorContext context, SchemaCodeGeneratorResource`1 resource, EntitySchema entitySchema)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.WriteSchemaClassBody(GeneratorContext context, SchemaCodeGeneratorResource`1 resource, GeneratorTokenVisibility sourceVisibility)
 at Terrasoft.Core.CodeGeneration.SchemaCodeGenerator`1.GenerateSourceCode(SchemaCodeGeneratorResource`1 resource, TextWriter streamWriter, Action`3 action)
 at Terrasoft.Core.CodeGeneration.SchemaCodeGenerator`1.GenerateSourceCode(SchemaCodeGeneratorResource`1 resource, String sourceFileName)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSchemaSource(SchemaCodeGeneratorResource`1 resource, EntityCollection sourceCollection, String sourceFileName)
 at Terrasoft.Core.CodeGeneration.SchemaCodeGenerator`1.GenerateSources(SchemaCodeGeneratorResource`1 resource)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSources(SchemaCodeGeneratorResource`1 resource, EntitySchema schema)
 at Terrasoft.Core.Entities.EntitySchemaGenerator.GenerateSources(SchemaCodeGeneratorResource`1 resource)
 at Terrasoft.Core.SchemaManager`1.GetSchemaSources(TSchemaManagerSchema schema, Guid schemaId, UserConnection userConnection)
 at Terrasoft.Core.Entities.EntitySchemaManager.GetSchemaSources(EntitySchema schema, Guid schemaId, UserConnection userConnection)
 at Terrasoft.Core.SchemaManager`1.GenerateSchemaSources(TSchemaManagerSchema schema, Guid schemaId, UserConnection userConnection)
 at Terrasoft.Core.SchemaManager`1.GenerateSchemaSources(Guid sysSchemaId, ISchemaManagerItem schemaManagerItem, UserConnection userConnection)
 at Terrasoft.Core.Packages.PackageInstallUtilities.InstallSchemaAssociatedData(Guid schemaId, SchemaDescriptor schemaDescriptor, Boolean continueIfError)

Dear Community,

I noticed that in Creatio, under the Quick Filters for Date/Time, the available option only goes up to quarterly filtering. It seems there’s no built-in default quick filter option for yearly (annual) filtering.

My question:
Is there any way or workaround to apply a yearly quick filter?
(I am of course aware of the standard date filtering options, but this is specifically about the Quick Filter presets.)
Or does anyone know if this is planned to be added in a future update?

Thanks in advance!

Hi Mentors,

I’m referring to this documentation:
Manage Prices – Creatio
(https://academy.creatio.com/docs/8.x/creatio-apps/8.0/sales-tools/products-and-prices/manage-prices)

I have created multiple price lists for a product (VIP Partner, Platinum Partner, Silver Partner, Bronze Partner, Base, etc.) and assigned the corresponding prices for each.

I also enabled the Price List field on the Account object.
My goal is: when an Account has a specific price list assigned, every Order created for that Account should automatically use the prices from that price list.

However, when I create an Order for an Account with Partner Platinum as the assigned price list, the Order still pulls the Base product price, not the price from the Partner Platinum list.

The total amount is always calculated using the base price.

I also noticed that in the Order → Products tab, I can manually select a price list for each product, but regardless of what I choose (Account-level or Order-level), the system still uses the base price.
How can I fix this issue?
Any guidance would be appreciated. Thanks in advance! 🙏🤞

Hi everybody, I have the following task: 

on some form a "Product" field exists. After it's value had changed, I need to fill two subordinate objects (details) on the same page. Logic:

{
	request: "crt.HandleViewModelAttributeChangeRequest",
	handler: async (request, next) => {
	if (request.attributeName === "Product" && !request.silent) {
		const product = await request.$context.Product;
		console.log(typeof product);
		if (typeof product === "object" && !Ext.isEmpty(product)) {
			await FormFunctions.processProductChange(request);
			const saveResult = await this.handlerChain.handlerChain$.process({
				type: "crt.SaveRecordRequest",
				preventCardClose: true,
				$context: request.$context
			});
			debugger;
			if (saveResult) {
				await FormFunctions.fillOrderItemTopics(request);
				await FormFunctions.fillOrderItemStructure(request);
			}
		}
	}
}

unfortunate result:

if the same task is being solved as some handler on some button, no problem occurs. Any suggestions please? 

Hi everyone,
I added the Price List field to the Account object (it’s hidden by default).
When I select Partner Platinum for an Account and create an Opportunity for that Account, the product prices still use the base price list instead of the Partner Platinum list.

Is there anything additional I need to configure so the Opportunity uses the Account’s Price List automatically?

Hello,

I want to create a dashboard on our Creatio home page that shows me the accounts per owner.
The data is displayed correctly on the edit page.
However, when I save the edit page and reload Creatio, no data is displayed on the home page. 
When I open the edit page, the data is there.

The dashboard works with other databases.
Apparently, the problem lies with the accounts.

Perhaps you have an idea what the cause could be?

Thank you in advance.

Best regards,

Franziska

Hello

If multiple authentication providers are set in single-sign-on configuration, users must select their one in the login page (there's a link for each authentication provider below the "LOGIN BUTTON"):

Usually a Creatio user doesn't even know what an authentication provider is and he doesn't know what to click in login page.

How can Creatio be accessed specifiyng in the URL what authentication provider should be used?

Thanks

I need to add a custom button that, when clicked, will perform the same function as sending an email, but with an additional function that executes along with the sending. However, I'm unable to access the "MessageComposer" or "EmailComposer" component to implement it. Could you help me with this problem?

In the image below, this is how I want the button (outlined in red) to look when implemented.