organizational roles
functional roles
RBAC
Studio_Creatio
8.0

We have this senerio -

We have setup our Organization structure as below - 
 - All employees

  • Complaints
    • Complaints Investigator
      • Complaint Manager (Manager role of Complaint investigator)
    • Customer Care
      • Team Manager  (Manager role of Customer Care)
      • Area Manager (It is manager of Team manager but can't do that in creatio so added as a child role of Customer Care)
  1. If I give some permission to Complaints org group, will that be inherited by Team Manager / Complaint Manager ? ~ I am under assumption that Managers role will inherit the permissions of their subordinates, but if I give certain permission to Complaints then does that pass to Area Manger ? 

Creatio 8.3.x 

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2 comments

Hello.

In this configuration, the Complaint Manager will obtain all access rights and permissions from the roles Complaints Investigator and Complaints. 

Best regards,
Antonii.

Hi Antonii Viazovskyi,

Thanks for the response, so can I say the same for the Area Manager? ( Area manager is not a manager role ~ just a child role of Customer Care)  

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rowtoolbaritems
attachment_list
Studio_Creatio
8.0

Hello Community,

is there a way to hide the delete menu, or even better hide the kebab menu icon off an attachment gallery on record pages BUT only on certain (1) stage only. 
I am also looking into the option of throwing alert when the user is on stages on which they are not allowed to delete.
Guidance will be greatly appreciated!

 Delete button on attachment gallery on record page

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1 comments

It's been a few versions since I tried this, but I believe the FileList, even in gallery mode, supports the rowToolbarItems like a normal List does. 

Modify the menu items: https://customerfx.com/article/adding-row-action-menu-items-to-a-creati…

Remove the row menu completely: https://customerfx.com/article/removing-the-row-toolbar-from-a-creatio-…

Ryan

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LookupFilter
Freedom
UI
Studio_Creatio
8.0

Hi Community,

I'm working in Creatio Freedom UI and I need to apply a filter to a lookup field in one of my sections.

The lookup field is based on another custom section, and the two sections are linked by a one-to-many relationship. I would like the lookup to show only the related records based on this relationship.

Could someone please guide me on how to apply this kind of filter to the lookup’s data source in Freedom UI?

Thanks in advance!

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1 comments

Hello!

If one section references another via a one-to-many relationship (i.e., one entity contains the foreign-key column pointing to another), you can use this same approach. Business rules allow you to filter the lookup so it only displays the dependent records associated with the current parent record.

To filter a lookup field in a Creatio Freedom UI page based on a one-to-many relationship between two custom sections, you can configure this using a business rule, details here https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

 

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Can_we_add_each_tiles_on_new_line_in_calendar_view?
Studio_Creatio
8.0

Hi everyone,

I have created a calendar for my custom entity and added some secondary tiles to display on my calendar. But, all the fields are showing up in single line. Refer below:

Calendar image

 

 Is there any way to add each field on new line? Like reference number on one line customer name on new line?

Please advice.

Regards,
Chetana

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1 comments

Hello!
Thank you for your question. Currently, it is not possible to display each field on a new line (for example, reference number on one line and customer name on another) in the system.

We understand that this could be useful, and we will consider it for future improvements.

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Hello!
 


We are trying to connect the MS Word to Creatio, but the connection always fails with a secure connection error, even when correct login and password are used.

Everything works only inside the bank’s local network.
So we are wondering:

 Is HTTPS absolutely required for the Word Add-in to work, even in a local environment? Or is there any supported way to make the add-in connect without HTTPS?

Any official guidance or documentation link would be very helpful.
Thank you!

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5 comments

up

Ermek Nakypov,

up

up

Hello,

There are no strict limitations - the add-on can technically work without HTTPS.
However, we strongly recommend always using HTTPS, even in a local environment, to ensure secure communication and proper integration behavior.

Halyna Parkhomenko,

Hello, thank you for your answer. But I have an error unnable to set a trusted connection to server. Do you know why i am getting this error? 

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How_to_add_a_custom_Calendar_section_for_my_entity_to_a_custom_workplace_in_Creatio
Studio_Creatio
8.0

Hi everyone,

I’ve created a custom entity and built a custom page using the Calendar component to display records of this entity on a calendar view.

Now, I want to add this calendar page as a new section in a custom workplace, so that when users click on that section in the left menu, it will open my custom Calendar page showing the records of my entity.

I understand that I might need to create a section schema that hosts the calendar page and then register it in the workplace, but I’m not sure about the exact steps to do this.

Could someone please guide me through:

  1. How to properly create a section schema that hosts my custom Calendar page (Freedom UI).
  2. How to register that section so it appears as a menu item in my custom workplace.

Any example code or configuration guidance would be really helpful!

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Best reply

Hello Chetana! 

For what you want to achieve, you have done the most part already by creating the Freedom UI-Page and adding the needed functionality. 

Now, in order to create a Section you have different options depending on your Creatio Version: 



Step 1 - Create Section

In older Creatio Versions you can create a Section within the "Section Wizard" directly, which can be found in the System Designer, or by following the approach i describe below.
Reference: Create a new section | Creatio Academy


For newer Creatio Versions (8.3.1+), the only available approach is to create a Section within the "Navigation and Sections" Tab of your current Application you are developing in. Applications can be accessed through the "Application Hub" in the System Designer. 
Reference: Set up the app sections | Creatio Academy
 

Step 2 - Make Section available to Users


For both approaches, the Section then can be added to a Workplace (System Designer -> "Workplace Setup") either by modifying a existing Workplace, or creating a new one. 
Reference: Set up workplaces | Creatio Academy

If you create a new Workplace, make sure to set the "User Group" to which the workplace will be available correctly, otherwise the Workplace will not appear to users :)

Kind regards, 
David


 

Hello Chetana! 

For what you want to achieve, you have done the most part already by creating the Freedom UI-Page and adding the needed functionality. 

Now, in order to create a Section you have different options depending on your Creatio Version: 



Step 1 - Create Section

In older Creatio Versions you can create a Section within the "Section Wizard" directly, which can be found in the System Designer, or by following the approach i describe below.
Reference: Create a new section | Creatio Academy


For newer Creatio Versions (8.3.1+), the only available approach is to create a Section within the "Navigation and Sections" Tab of your current Application you are developing in. Applications can be accessed through the "Application Hub" in the System Designer. 
Reference: Set up the app sections | Creatio Academy
 

Step 2 - Make Section available to Users


For both approaches, the Section then can be added to a Workplace (System Designer -> "Workplace Setup") either by modifying a existing Workplace, or creating a new one. 
Reference: Set up workplaces | Creatio Academy

If you create a new Workplace, make sure to set the "User Group" to which the workplace will be available correctly, otherwise the Workplace will not appear to users :)

Kind regards, 
David


 

Hi David,

Creating a section will add another entity in my application. I don't want that. I just want a section which will display my custom calendar. If I create a section and add it in left menu it's by default displaying the list page instead of my calendar.

Chetana Gharat,

Hello Chetana.

That's correct for the old Creatio version. In FreedomUi, you can select an existing object when you add a new section. It is hidden behind "Advanced parameters" and then you have to check the "link to an existing object" checkbox.

Hope this helps,
Robert

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Studio_Creatio
8.0

I want to debug the script task in business process, how to debug it? using visual studio or any other method

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3 comments

Hello,
The script task can be debuged as any other source code in the system. Your BP should have a dedicated .cs file that can be debuged as others, more on it in this article.
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

Dmytro Vovchenko,

Is this some internal article? I cannot open the link. Thanks!

Jacek Harlejczyk,

Hello, sorry, posted a wrong article, edited to a correct one. 

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Studio_Creatio
8.0

Hello community

I've a strange error when I try to connect to a local instance of creatio, in the console browser it's reported the following error:


bootstrap-loader.js?v=8.3.0.3074:343  Error during bootstrap loading:  Error: Failed to load: "

I tried to recompile all and flush redis, clear the cache browser but the error persist.

What do you suggest to do?

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1 comments

Hello,

Usually, performing a Redis flush helps resolve this type of error. However, if it didn’t work in your case, could you please clarify what changes were made to the site or what actions were performed right before the issue occurred?

Also, could you please check what appears in the logs at the moment when the error occurs?

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Studio_Creatio
8.0
Git

Hi everyone,

I’m new to Git-based development with Creatio, and I really need help understanding how a team should properly work using GitLab. We want to avoid mistakes and set up a stable workflow from the beginning.

Could you please help clarify the following topics:

Team development workflow in GitLab
• Should all custom packages be stored in a single repository?

CI/CD - do we need it and how to start?
• Should CI/CD automatically compile and deliver packages after a merge?
• How to deploy changes between Dev → Test → Prod environments correctly?
• What is the minimal recommended pipeline?

Version control content and rules
• What exactly should and shouldn’t be stored in Git? (especially DLLs, Autogenerated folders, bin/obj)

Known limitations or pitfalls
• Which development scenarios are not recommended when working with Git?
• Common conflicts with Creatio database, schema movement, or deleted objects?

I’m completely new to Git and GitLab development with Creatio. I honestly don’t understand how the process should work in a team, so I really need very basic explanations.
Any examples or documentation links, branching strategies, .gitignore examples, or CI/CD templates would help us tremendously.

Thank you very much in advance!

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Hello.

Regarding Git - please check the following Academy article:
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/development-tools/version-control-system/git

Regarding GitLab, we do not have experience implementing it into the system, so we cannot provide you with detailed information regarding this question.

Have a great day!

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Copy
Paste
Landing page
8.3.0
Studio_Creatio
8.0

How to copy paste custom UI I already created template in landing pages? because I already create the custom UI for my template landing pages, because i got home page, product page, dll with the same template. I don't want to use html (I know there's choice with download html)

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1 comments

Hello,

Could you please provide additional information on:
1. Where you created the landing page (Creatio site or other site)? 
2. From which site and where do you want to transfer this landing page? 
3. Why the HTML solution is not working for you?

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