Sales_Creatio
8.0
projects
E-Learning
FreedomUI

Dear Creatio,
Dear Community,

I was exploring the Projects section in Creatio and noticed that while the data model exists, there doesn’t appear to be any corresponding pages configured, nor is it possible to add it to a workplace.

From what I understand, this functionality was available in the Classic UI, but there seems to be no Freedom UI version available at the moment. I also couldn’t find any official training materials or e-learnings related to this feature.

Could you please clarify whether the Projects section will be adapted for Freedom UI in version 8.3 and beyond, or if it is being gradually phased out?
Are there any available trainings I wasn't able to find?

Thank you very much for your time, and answer!

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Hello!

As part of transitioning our product lineup from large products to composable applications and aligning with the new pricing structure for bundles for new sites, ITIL sections have been removed.
Starting from version 8.0.10, the Projects section is no longer available. 

Best regards,
Kate Naboka

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Sales_Creatio

Hi,

Can I invite someone into my Opportunities, so they can also incharge in my pipeline ?

and how to invite the users ?

 

Rgds,

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Hi,

To allow other users to contribute to a specific opportunity, click the lock icon in the top right corner, as shown in the screenshot.

From there, you can define the specific permissions you'd like to assign to each user.

If you wish to grant access to all opportunities, please refer to the following guide on configuring object-level access rights (in this case, for the Opportunity object):

https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/access-management/object-operation-permissions

You can also configure separate roles with specific access permissions. This allows for more flexible and structured user management.
Learn more about setting up organizational roles here:

https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/user-management/organizational-roles

Hope that helps!

Hello, 

To assist you with your question, could you please provide us with more details? 
If possible, please provide a screenshot or a bit more context about what you're trying to achieve — this will help us understand your request more clearly.

Looking forward to your reply!

Hanna Shevchenko,

Hi Hanna,

here is the detail case :
I've an opportunities, and I want to invite 1 or 2 people to join my OP so they can involve on OP progress/issue update.

So when they login using their account, they can also read & edit those OP

Rgds,

Hi,

To allow other users to contribute to a specific opportunity, click the lock icon in the top right corner, as shown in the screenshot.

From there, you can define the specific permissions you'd like to assign to each user.

If you wish to grant access to all opportunities, please refer to the following guide on configuring object-level access rights (in this case, for the Opportunity object):

https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/access-management/object-operation-permissions

You can also configure separate roles with specific access permissions. This allows for more flexible and structured user management.
Learn more about setting up organizational roles here:

https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/user-management/organizational-roles

Hope that helps!

Thanks Tomasz

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Ml_model
recommended-products
Sales_Creatio
8.0

Dear Creatio team,

i'm trying to improve the ML models results for product recommendations.
For now, in many cases the predictions give no results or not so useful ones.

In the Account object, we have a custom field that contains a code to classify the company by business type. This field could be useful for the collaborative filtering.

how to use it in the ML recommendation model ?


Best regards
Patrice

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Hello,

Regarding your request, we recommend reading the following article:  Recommendation prediction | Creatio Academy

It contains all the necessary information on how to use business processes to set up predict recommendations for the selected Creatio objects.

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file
extention
restriction
Upload
Sales_Creatio

Hi Community,

I have a question.
Are there any restrictions regarding the file extensions that can be uploaded (in the latest Creatio version)?
Thank you in advance!
 

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Hello, 

you can check what extensions are allowed in your Creatio instance by going to System Settings - and checking the Deny and Allow Extensions Lists

 

There is more information regarding extensions on Academy withthe below link: 

 

https://academy.creatio.com/docs/8.x/setup-and-administration/administration/security-settings/secure-file-upload

 

Thank you for reaching out!

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Freedom
numberOfRows
listpage
Sales_Creatio
8.0

Dear,

On Freedom UI, in the list pages, I'd like to display the number of results with a possible filter like we used to with Classic UI with the Summary Sheet.

On Classic UI, you could also display the sum of numeric fields as the amount excluding tax.

Can someone please tell me how to do this ?

Thank you
Nicolas

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8.0
classicUI
Sales_Creatio

Hello, is there a way to filter an activity dashboard metric by distinct values? 

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Hello,

The only available option in this case would be to use a pivot table instead.  

Hello!

Thank you for your question.

It sounds like you are referring to adding a dashboard to a record page, and having it filter data based on the current record (e.g., showing only activities related to the specific record you are viewing).

Yes, this is possible in Creatio.

To do this, you need to add a filter to the dashboard widget, so that it displays only data related to the current record.

 We’ve attached a screenshot that shows where and how you can configure this filter.

Please let us know if this answers your questions!

Hello,

The only available option in this case would be to use a pivot table instead.  

Got it, thank you. Ultimately I wanted it as a Metric but this will suffice.

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Email
Sales_Creatio
8.0

Hi.  

Is it possible in Creatio to create a form that creates and sends a formatted email?

We want to create a form in Creatio to collect data.  Our sales reps will fill this out, using pick lists, radio buttons, and freeform text.  Then they will "submit" that form and Creatio will format the data in the email body (similar to code below) and send it off.

Any suggestions, info, or pointers you may have is appreciated.

Thanks!
Rob

Sales Rep:    Oswald Cobblepot
Customer:     Dupont
Opportunity:  Dupont #1234
Industry:     Chemical - Other
Vertical:     Chemical
Sub-Vertical: free form text here (75 chars)
Type:         Contract renewal
Holder:       free form text here (75 chars)
Tons:         <500
Truckloads:   1K to 1.5K
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Hello!

Yes, what you're describing is fully achievable in Creatio using a simple business process.

Here’s how it works:

We can create a form inside Creatio (as a section or a page) with the necessary fields: dropdowns, radio buttons, and free-text inputs.

When your sales reps click "Submit", a business process is triggered.

This process will:

  1. Read the entered data from the form.
     
  2. Format the data into a structured email body (for example, using a table or plain text with labels).
     
  3. Send the email to the defined recipient, using Email element. The email body can include HTML for styling if needed.

As an alternative, you can also create a printable form (a printable report template). This report can then be reused within a business process and sent as an attachment in the email - for example, as a structured summary of the submitted data.

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Hello community,

We have a business process with this starting condition. MailboxSyncSettings = Guid

 We would like no to hardcode this starting condition, for this reason we have added parameter in the Process which is linked with a System Setting.

If we change the starting conditon, it wont trigger

Is there any workaround for this?

Sasor

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Hmm. Not sure that is possible. Assuming that the params aren't loaded until the process is started, but it won't start without the param being loaded. Some of the OOTB processes for cases check that after. For an example, you can see the process "Run process: Reopen case and notify assignee on receiving an answer regarding the case" that sort of works like this. It starts for any email connected to a case. Then the script task checks to see if it is from one of the incident mailboxes. However, that seems like a bad approach, adding the overhead of a process triggering for every single email (the difference of the OOTB one above is that it's only for emails already connected to cases). Might be a better approach to use an EntityEventListener. If you wanted to keep the ease of using a process to do the main work, you could have the listener code flag the email, then that flag is what really triggers the process.

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Email
emailmessageheader
email templates
bulk emails
nocode
Sales_Creatio
8.0

Hi.  

I am following up on a thread I posted earlier which seems to have withered -- I am looking for an alternate path.    (Link to original thread is below)

Is there a "No Code" way to add to the email headers that Creatio generates? 

I know there is a way to code the email, but we have so many processes that send out emails, I will have to hire a developer to do this.   (Code is included below for reference, you can see there the header I need to add to the outbound emails)

If we could add "X-Auto-Response-Suppress: All" to the header, we would eliminate most if not all "out of office" responses we get back.

Thanks
Rob

var message = new Terrasoft.Mail.Sender.EmailMessage
{
	// Sender email address.
	From = "Sender@email.com",
	// Recipient email addresses.
	To = new List<string>{ "first@recepient.co", "second@recepient.co" },
	// Copy optional
	Cc = new List<string>{ "first@recepient.co", "second@recepient.co" },
	// Hidden copy optional
	Bcc = new List<string>{ "first@recepient.co", "second@recepient.co" },
	Subject = "Message subject",
	// Email body.
	Body = "Body",
	// Priority, Terrasoft.Mail.Sender.EmailPriority enumeration values.
	Priority = Terrasoft.Mail.Sender.EmailPriority.Normal,
	// Headers you want to add to your email
	HeaderProperties = new List<Mail.Sender.EmailMessageHeader>
	{
		new Mail.Sender.EmailMessageHeader
		{
			Name = "X-Auto-Response-Suppress",
			Value = "All"
		}
	}
};

https://community.creatio.com/questions/add-email-header-x-auto-response-suppress-all

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If you used the code approach, you could make a generic process you'd use as a subprocess. Any process that needed to send email could use that one process. However, you'd lose the ability for an easy designer for composing the email in the process and would have to send HTML to the subprocess to use as the body (not an issue with the subprocess route specifically, but an issue with using code to send the email). 

If it worked for you, you could create the emails themselves as message templates. The subprocess would need to process that template as well to generate the body. At leas that way you could use an easy designer to create the messages instead of just forming the HTML.

Ryan

Does not appear to be possible without code. The send email process element doesn't expose any properties for the header. 

If you used the code approach, you could make a generic process you'd use as a subprocess. Any process that needed to send email could use that one process. However, you'd lose the ability for an easy designer for composing the email in the process and would have to send HTML to the subprocess to use as the body (not an issue with the subprocess route specifically, but an issue with using code to send the email). 

If it worked for you, you could create the emails themselves as message templates. The subprocess would need to process that template as well to generate the body. At leas that way you could use an easy designer to create the messages instead of just forming the HTML.

Ryan

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Hi,

I’m trying to upload a document to a custom table named RequestSysFile. Along with the document, I need to store an additional field called “Type of Document”, which comes from a field on the screen/form.

However, I’m not able to pass this additional data to the RequestSysFile table during the upload process. Could anyone guide me on how to include this extra field while uploading the file?

 

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I assume you're using crt.UploadFileRequest for the upload? I believe that request might return the uploaded file's Id, you could follow it up with an update to set the other field (I don't believe you can include it in the upload, but I've not tried that)

I have configure below on designer page .

Below is code behind. Help me where\how i will get the ID of uploaded File.  Help me in detailed way.

Also i tried with Business Process(insert signal on sysfile) , but on upload File, Screen details are not getting Saved. I am not able to get the document type data in Business process. 

khushbu kumari,

I think you'd need to do this via code in order to capture the request result and perform the update after

  I am trying to update the selected document type in Solicitud object.  but it is giving Internal server error. 

Below is the code i have written in client side code. Am i doing anything wrong here or any setup is missing to use model class. Note: i have already added “@creatio-devkit/common” to the modules page.

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