Please change "GridDetail_u6gv7vy" name to your list name and also attribute names ("item.attributes.GridDetail_u6gv7vyDS_Id" or "GridDetail_u6gv7vyDS_Type").
Is Creatio AI not available for local deployments(8.2.2)? if not is there a way to purchase the licence and install it on local instance? I tried to use the AI but it says "Authorization failed".
Right now, unfortunately, Creatio AI is available only using Creatio Cloud Service. To connect it to your local deployments - feel free to ask our support team for help.
i have installed creatio on windows 11 pro but when i tried to run first compilation it throw an error without any reference, id or code number , when i tried for win-10 pro , it worked, but i need to work on win-11 pro . so what i do.
Can we use clio utility to download package from cloud instance? I tried and its giving me an error - Object reference not set to an instance of an object
However, please note that if you face any issues while using it, you should contact the developers on GitHub for assistance, since we do not provide support for this functionality.
Can you clarify which logo you're referring to? If it's the Creatio logo image, those are stored in system settings. Search for logo in system settings and you'll see the settings those are stored in.
There is already some of the functionality mentioned in that marketplace addon built into Freedom UI - the ability to set up the lists for specific folders is possible OOTB. All you need to do is go into a folder, click the 3 dot menu on the list selecting `Save list settings for "Folder Name"`, and then you can change the column setup to how you want it to be for that folder:
Just as a note, you have to do the "Save list settings for X" step before you start making changes to the column setup, as any changes made before clicking that button would be made for the "base" column setup until a specific list settings is saved for that folder.
There is already some of the functionality mentioned in that marketplace addon built into Freedom UI - the ability to set up the lists for specific folders is possible OOTB. All you need to do is go into a folder, click the 3 dot menu on the list selecting `Save list settings for "Folder Name"`, and then you can change the column setup to how you want it to be for that folder:
Just as a note, you have to do the "Save list settings for X" step before you start making changes to the column setup, as any changes made before clicking that button would be made for the "base" column setup until a specific list settings is saved for that folder.
I have a requirement to use the files uploaded to an account record in an AI skill. I tried with multiple prompts but everytime it says no files are found for the account record. I even mentioned to get the files from AccountFile(that's where the files are being saved when uploading files using attachments section) but still no luck.
Has anyone tried this? I didn't find any documentation related to this.
Summarize the details of all documents attached to an account. The documents are retrieved using the account name from the AccountFile table. Include the document names, creation dates, last modified dates, and any available notes. Highlight any key differences or unique attributes of the documents.
## Process Flow Process Flow Steps 1. Retrieve Documents: Use the AccountFile table to search for documents associated with the account id. Ensure all relevant document details, such as name, creation date, last modified date, and notes, are retrieved. Analyze Document Data:
2. Extract key attributes of each document (e.g., name, timestamps, notes). Identify any unique characteristics or differences between the documents. Generate Summary:
3. Create a concise summary of the documents, including: Document names. Creation and last modified dates. Notes or additional metadata. Highlight any notable differences or unique attributes. Present Results:
Provide the summarized details in a clear and structured format. Ensure the output is user-friendly and easy to understand.
Below are the responses.
It seems there are no attachments currently available for the account "Our company". If you need assistance with uploading or managing attachments, feel free to ask!
I verified the account attachments by using the "Get Documents Content" function, which retrieves the available documents or attachments associated with the account. The result indicated that there are no attachments currently available for the account "Our company". If you need further assistance or want to upload attachments, let me know!
Thank you for your question. To make the AI Skill work with files attached to an Account record (via the AccountFile object), it’s not enough to simply refer to the file source in the prompt — this approach alone will not work.
Recommendation: We suggest creating a dedicated action or business process that will pass the required files or their content to the AI Skill. Only this way can the AI effectively access and analyze the data.
We also recommend reviewing the following articles on the Creatio Academy:
Thanks for the response. In that case I have to create a business process which will take the account id, get all the files, extract the content and refer that content in AI skill.
It would be really helpful if you can suggest a way to extract the content from the file !
I wrote a customer webservice and returning a simple string message (screenshot below). But customer don't like this page and want something like Thank you page or pop up. Can anyone suggest how to solve this?
I am creating an AI Skill which will deal with the attachments of a record. I want to send the attachments content of a record(Ex: Account) to the skill. Is there support for this natively or I need to do it manually - like reading all the attachments of the record, extracting the content of each file using a third party library like iTextSharp, PdfSharp?
there is a pre-configured skill available to work with documents - General document handling but its not able to identify the attachments in an account record.
In Creatio, there isn't a native feature that directly sends the content of attachments from a record (e.g., Account) to a skill. However, you can achieve this functionality by leveraging the platform's capabilities and some customizations. Here's how you can approach it:
1. Native Support for Attachments Creatio allows you to store and manage attachments in the "Attachments and Notes" detail of a record. However, there is no out-of-the-box functionality to directly extract the content of these attachments and send it to a skill. 2. Using Pre-Configured Skills The "General document handling" skill is designed for working with documents but may not automatically identify attachments in a specific record like an Account. If this skill doesn't meet your requirements, you may need to customize or extend its functionality. 3. Custom Implementation If you need to extract the content of attachments and send it to a skill, you can follow these steps:
Step 1: Retrieve Attachments Use Creatio's API or a custom process to retrieve the attachments associated with the record. This can be done by querying the "Attachments and Notes" detail for the specific record.
Step 2: Extract Content To extract the content of the attachments (e.g., PDF, Word, etc.), you will need to use third-party libraries like iTextSharp or PdfSharp for PDFs, or other libraries for different file types. This step will require custom development.
Step 3: Send Content to the Skill Once the content is extracted, you can send it to your custom AI skill for processing. This can be done by creating a custom integration or using Creatio's business process tools to pass the data.
4. Alternative Approach If you want to avoid manual extraction and third-party libraries, you can:
Use an external service or API that specializes in document processing (e.g., Google Cloud Vision, Microsoft Cognitive Services). Integrate this service with Creatio to handle the extraction and processing of attachment content. 5. Recommendation If you frequently need to work with attachments and their content, consider creating a custom module or extending the existing "General document handling" skill to include functionality for identifying and processing attachments in specific records. This approach will save time and effort in the long run and provide a seamless experience within Creatio.
In Creatio, there isn't a native feature that directly sends the content of attachments from a record (e.g., Account) to a skill. However, you can achieve this functionality by leveraging the platform's capabilities and some customizations. Here's how you can approach it:
1. Native Support for Attachments Creatio allows you to store and manage attachments in the "Attachments and Notes" detail of a record. However, there is no out-of-the-box functionality to directly extract the content of these attachments and send it to a skill. 2. Using Pre-Configured Skills The "General document handling" skill is designed for working with documents but may not automatically identify attachments in a specific record like an Account. If this skill doesn't meet your requirements, you may need to customize or extend its functionality. 3. Custom Implementation If you need to extract the content of attachments and send it to a skill, you can follow these steps:
Step 1: Retrieve Attachments Use Creatio's API or a custom process to retrieve the attachments associated with the record. This can be done by querying the "Attachments and Notes" detail for the specific record.
Step 2: Extract Content To extract the content of the attachments (e.g., PDF, Word, etc.), you will need to use third-party libraries like iTextSharp or PdfSharp for PDFs, or other libraries for different file types. This step will require custom development.
Step 3: Send Content to the Skill Once the content is extracted, you can send it to your custom AI skill for processing. This can be done by creating a custom integration or using Creatio's business process tools to pass the data.
4. Alternative Approach If you want to avoid manual extraction and third-party libraries, you can:
Use an external service or API that specializes in document processing (e.g., Google Cloud Vision, Microsoft Cognitive Services). Integrate this service with Creatio to handle the extraction and processing of attachment content. 5. Recommendation If you frequently need to work with attachments and their content, consider creating a custom module or extending the existing "General document handling" skill to include functionality for identifying and processing attachments in specific records. This approach will save time and effort in the long run and provide a seamless experience within Creatio.
