Studio_Creatio

Hi;
I read an element from Preconfigured.Page on script task

The default value of this element is take from reading Task
when reading task return an empty entity in one environment it return empty string in other the addres to reading element

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Copilot
configuration
Studio_Creatio
8.0

Hello,

I have contacted customer support to enable the AI on my local deployment. I have made all the changes as mentioned by the support.
 

I have enabled co-pilot features.

I have set the system settings - IdentityServerUrl, DefaultExternalAccessClientId, IdentityServerClientSecret, IdentityServerClientId, AccountEnrichmentServiceUrl with respective values..

But when I am trying to use the AI seeing below error in the network tab:
 

errorCode: "IncorrectConfiguration"

errorMessage: "IdentityServer auth failed with [BadRequest] invalid_client\n" 

Something is wrong in the configuration but not sure what's wrong.. Can anyone help debug and fix the issue.. TIA

Note: I have already reported this issue with support, not heard anything yet. As this is a blocker for me so posting it here in hope to get a solution.

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Hello Sagar!

Thank you for your post! We are already working on your case, which has been reported to our support team, and we will continue our communication in that case.

Have a great day!

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local
Studio_Creatio
8.0

Hello, 

I am trying to expose my local creatio instance to public network using a domain. I did all the steps mentioned here - https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-deployment/application-server-on-windows/switch-creatio-website-from-http-to-https

So that I can use Creatio AI locally.

I got a domain and certs(using letsencrypt). 

But the login is not working locally. I can provide more information for debugging.

I am not able to access the app through domain as well.

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Hello!

Usually, this situation occurs when the configuration files -  Web.config have been modified, but the certificate is either invalid or not fully installed.
Please check:

  1. The certificate parameters to ensure it is valid.
  2. The certificate settings on the web server.

 

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Hi everyone

I'm trying to install the on-premise enviroment on my local machine and I have a problem, I started my instance with IIS and shows me the login page normally, but once that I login, the shell page is blank, I don't know if I am doing something wrong or if I need to do an extra step, thank you

Error image

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Hello,

To identify what's causing such behavior, I recommend checking the browser console first. If there are some errors, they will indicate where the problem is. If there are no errors, check the Network Tab in the browser dev tools.
If you don't get a response or get a response with an error, it will indicate whether the issue is with the application itself or caused by the wrong configuration.
If none of this gives clarity, you should check the application logs and see if there are any error messages that will indicate what's causing the problem.

For more detailed analysis and assistance with this, I suggest creating a ticket on the success portal or simply by sending an email to support@creatio.com

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Is there a simple way to filter a dropdown to show only those contacts that belong to a particular Role?

I have explored several common approaches, but none have provided the ideal, straightforward method:

  1. No-Code Filtering by Contact Folder: Attempted to create a static "Reviewers" folder in the Contacts section. However, this doesnt seem to work for filtering with Freedom UI.
  2. Business Rules in Page Designer
    • Field‑level rules only expose “Make required” / “Read‑only” / value‑copy actions, no lookup‑filter.
    • Page‑level rules let me “Apply static filter,” but they don’t list Folder or FolderId, or any path through SysUserInRole.
  3. Custom Data Model (Object/View):
    • Using a custom object with BaseLookup as its parent forced a mandatory 'Name' (text) field for the lookup value itself, which isn't suitable for directly linking to a Contact record and requires extra, redundant user input.
    • Using BaseEntity as the parent required adding an extra display field (a lookup to Contact) and the dropdown would store the ID of our custom object record, not the Contact.Id directly, making it less intuitive and adding an unnecessary layer.

Is there an out‑of‑the‑box no‑code way in Creatio Freedom UI to filter a lookup dropdown by all users in a given Role (without creating a separate lookup table or writing custom page schema JSON)?

If that’s not supported today, what’s the best “no‑code” or “low‑code” pattern you’d recommend to maintaining a dynamic list of Reviewer users (ideally driven by Role membership or using a custom object)

Thanks in advance for any guidance or creative alternatives!

 

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Hello 
To achieve this in a Contact folder, create a dynamic filter that targets contacts linked to system users who are members of the "Reviewer" role. This is done by referencing the “System administration object” associated with the Contact and ensuring that it has a user type of 4 (standard user) and that it is part of the “Reviewer” role through the “User in roles” relationship. The folder will then automatically include all contacts whose users match these criteria, keeping the list dynamic based on role membership.
Please Refer to the Screenshot

Hello 
To achieve this in a Contact folder, create a dynamic filter that targets contacts linked to system users who are members of the "Reviewer" role. This is done by referencing the “System administration object” associated with the Contact and ensuring that it has a user type of 4 (standard user) and that it is part of the “Reviewer” role through the “User in roles” relationship. The folder will then automatically include all contacts whose users match these criteria, keeping the list dynamic based on role membership.
Please Refer to the Screenshot

Thank you. That worked.  I had to ensure that the Lookup for the Reviewer field was set to Contact, after which I was able to see the System Administration Object and proceed with the rest of the steps in the diagram.

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foreign
key
constraint
Error Message
Studio_Creatio
8.0

Hello all,

I am having difficulty reading foreign key constrain errors on cloud instances of Creatio. Everything I find says I need to execute a command in a SQL console which I don't have access to just to get something more helpful than "foreign key constraint error" Is there no lookup I can access to read the errors? Why are they so vague?

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That is a database level thing, so can only be read from the directly from the database:

To see it on a cloud instance, you can use Clio Explorer to execute the SQL statement to see what the constraint references. See this article for help setting Clio Explorer up (once all setup and installed, you can use it's Execute SQL function): https://customerfx.com/article/how-to-install-clio-explorer-for-creatio/

As for the query to determine the foreign key error details, see: https://customerfx.com/article/troubleshooting-constraint-violation-errors-in-creatio/

Ryan

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custom
Studio_Creatio
8.0
ProcessModuleUtilities
#BusinessProcess

Hello,

I want to call a business process from a custom component which I am developing using the remote module.

I have seen that I need to use ProcessModuleUtilities to achieve that. Now, how do I get this ProcessModuleUtilities in my remote module?

I checked in the npm registry to install using npm but its not there.

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For a remote module, it would be better to use the devkit SDK to execute the process. See examples here: 

Starting a process

Starting a process and getting process parameter results back

Ryan

For a remote module, it would be better to use the devkit SDK to execute the process. See examples here: 

Starting a process

Starting a process and getting process parameter results back

Ryan

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Hi Team, 

Critical issue -

We are transferring our package from dev to prod site and package migration is successful but source code files are not transferred from dev to prod - 

In dev site there are total - 35 source code files


But in prod only - 25 files. 



Package migration is not throwing any errors its always successful but when I see the application hub I noticed that it only shows package with timestamp till 12 June 2025



Can you please help us why is this happening in the system?

Thanks

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Studio_Creatio
8.0

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Hello, 

 

For further investigation we recommend to contact Creatio Support team by e-mail - support@creatio.com

 

This issue seems to need deeper analysis. 

 

Thank you for reaching out!

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deactivate
studiocreatio
baselookup
Baseentity
Studio_Creatio
8.0

Hey Community 
I’m trying to enable record deactivation on an object that inherits from BaseEntity. The object is also used as a lookup in several other objects. From the documentation it looks like the “Allow records deactivation” option is only available for BaseLookup objects.

Has anyone found a reusable approach—perhaps a utility class —that lets a BaseEntity behave like a deactivatable lookup? I’m aware I could add an IsActive Boolean column, but that would require adding filter logic everywhere the object is referenced, which I’d rather avoid.

Any pointers or examples would be greatly appreciated.

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