Autonumber
Studio_Creatio
8.0
Set Custom Autonumber
Muhammad Rizky
06:18 Dec 12, 2025

Hi all,

I would like to create an autonumber format with the following pattern:

LOS-dd/MM/yyyy-autonumber
Example of the expected result:
LOS-01/02/2025-00001

I have tried using the Autonumber option on the object field (as shown in the screenshot), but it only supports a static prefix and sequential numbers. It does not support adding dynamic elements such as the current date (dd/MM/yyyy).

How can I generate an automatic number with this format?

Thank you.

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AI
Side Panel
Studio_Creatio
8.0
Hide AI side panel
Kevin Brady
17:30 Dec 11, 2025

Hello,

We have a client upgrading to 8.3.1 that is not ready to use AI. How can we hide the AI side panel to ensure users are not trying to work with the AI without permissions

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2 comments
Best reply
Ryan Farley
17:51 Dec 11, 2025

There is an operation permission "Can run Creatio.ai" (Code CanRunCreatioAI). Remove All employees from that permission. Once users log out/in the AI panel will no longer show.

Ryan

Ryan Farley
17:51 Dec 11, 2025

There is an operation permission "Can run Creatio.ai" (Code CanRunCreatioAI). Remove All employees from that permission. Once users log out/in the AI panel will no longer show.

Ryan

Kevin Brady
17:55 Dec 11, 2025

Perfect! Thanks!

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DownloadError
Studio_Creatio
8.0
Customer360 install error
Baiel
13:20 Dec 11, 2025


I get an error when trying to install Customer360

2025-12-11 17:03:31,397 System.IO.FileNotFoundException: Error occured when attempting to download the package archive from the 'https://marketplace.creatio.com/sites/marketplace/files/distribution/2025-11/CrtCustomer360App_1.13.43.zip' repository to the '' local folder ---> System.Net.WebException: Unable to connect to the remote server ---> System.Net.Sockets.SocketException: Попытка установить соединение была безуспешной, т.к. от другого компьютера за требуемое время не получен нужный отклик, или было разорвано уже установленное соединение из-за неверного отклика уже подключенного компьютера 52.31.26.85:443
   at System.Net.Sockets.Socket.DoConnect(EndPoint endPointSnapshot, SocketAddress socketAddress)
   at System.Net.ServicePoint.ConnectSocketInternal(Boolean connectFailure, Socket s4, Socket s6, Socket& socket, IPAddress& address, ConnectSocketState state, IAsyncResult asyncResult, Exception& exception)
   --- End of inner exception stack trace ---
   at System.Net.WebClient.DownloadFile(Uri address, String fileName)
   at Terrasoft.Core.ServiceModelContract.PackageInstaller.AppInstallerServiceInternal.<>c__DisplayClass27_0.<DownloadApp>b__0()
   at Terrasoft.Core.ServiceModelContract.PackageInstaller.AppInstallerServiceInternal.<>c__DisplayClass27_0.<DownloadApp>b__0()
   at Terrasoft.Core.ServiceModelContract.PackageInstaller.BaseInstallerServiceInternal.InvokeWithLogging(Action action)
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5 comments
Best reply
Baiel
13:33 Dec 11, 2025

I fix it with manual installing. Install Customer360 from the link, and import app from zip 
 

Ermek Nakypov
13:28 Dec 11, 2025

delaiiii go bratt delaiii

Baiel
13:33 Dec 11, 2025

I fix it with manual installing. Install Customer360 from the link, and import app from zip 
 

Baiel
13:33 Dec 11, 2025

Ermek Nakypov,

tnx brat, ty real pomog!

Ermek Nakypov
13:39 Dec 11, 2025

Baiel,
bratishka, obrashaysya.

Tvoi dear Bratan
Ermek Nakypov

Baiel
13:43 Dec 11, 2025

Ermek Nakypov, 
Ok, Son, my lovely son! Gift for u

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#approval
approval
Studio_Creatio
8.0
Request to Update Approval Panel Labels (Positive → Approved, Negative → Declined)
Satyam Kumar
20:01 Dec 10, 2025

Hi Team,

I wanted to check if there is a way to change the labels in the approval panel—specifically, updating “Positive” to “Approved” and “Negative” to “Declined.”

Please let me know if this is configurable or if any customization is required to achieve it.

Thank you!

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Setup_filter_popup_freeze
Studio_Creatio
8.0
Setup filter popup freeze when we try to add filter on local enviroment
ARSHAD PASHA MOHAMMED
17:59 Dec 10, 2025

Hi Team, Setup filter popup is getting freezed when we try to open the set up filter option for the folders . I am using the local environment on Windows home edition.

File attachments
Setup filter freeze.jpg
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4 comments
Daria Spirina
18:33 Dec 10, 2025

Hello!
We recommend creating a case so our support team can further investigate the issue.

Thank you

ARSHAD PASHA MOHAMMED
21:51 Dec 10, 2025

May I know from where we can create case 

Daria Spirina
22:08 Dec 10, 2025

ARSHAD PASHA MOHAMMED,

please write to support@creatio.com with all details regarding the issue.

ARSHAD PASHA MOHAMMED
11:38 Dec 11, 2025

Daria Spirina,

Thanks for the reply , I have posted the question from the success portal -https://success.creatio.com/0/Shell/#SectionModuleV2/PortalCaseSection/…

 

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Studio_Creatio
8.0
List Page doesn't show a column I inserted
Domenico Landolina
16:08 Dec 10, 2025

Hello, I'm trying to insert the lookup column "Priorità" in a list page but for some reasons it is not shown in front-end even though everything looks fine in the source code associated with the list page. Do you have any idea why this is happening?

 

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1 comments
Manoj Patil
17:33 Dec 11, 2025

Hi Domenico,

You might need to "Reset to default list settings" after column is added in order to view the new column in the list. It is available by clicking three dots available on the top right of list.

Thanks,
Manoj

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Studio_Creatio
Creating Basic Dashboard Report - User Login Sessions by Month
Greg Sinclair
17:03 Dec 04, 2025

Good Morning,

I am new to Creatio, and trying to create a dashboard for our internal team that shows Creatio Session logins by Organization role and/or User/Contact. What I need to see his now many session login by Month. I know this data exists in the Active User Statistics, but I am having trouble getting the username for these logins.

Would my starting point be the Active Users Statistics object, user, or some other object? 

Any help for this newbie would be welcome. Thanks!!

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3 comments
Best reply
Ryan Farley
20:36 Dec 04, 2025

I would use the "User session" object and then group by user. The User session object stores the individual sessions started/ended for a user, you can get to the user from that object as well. The "Active Users Statistics" is only a summary count of sessions, not the sessions by user etc. 

Ryan

Ryan Farley
20:36 Dec 04, 2025

I would use the "User session" object and then group by user. The User session object stores the individual sessions started/ended for a user, you can get to the user from that object as well. The "Active Users Statistics" is only a summary count of sessions, not the sessions by user etc. 

Ryan

Greg Sinclair
23:19 Dec 04, 2025

Ryan Farley,

Ryan, this worked great. Would you happen to know how to drill into a user record by role (Organization Role). For instance, if I wanted to see how many unique session per month for a particular org role that is assigned to a set of user (Like Sales, IT, etc)? BTW thank you very much for your help.

Ryan Farley
20:06 Dec 05, 2025

Greg Sinclair,

Not completely sure you could do that without some dev work. Maybe? Possibly I'm just not thinking through how to organize it. Since a user can have multiple roles and User session is tied to a user. What I would likely do is create a database view to flatten out the data between UserSession and SysAdminUnit (org roles I believe are SysAdminUnitTypeValue of 0 or 1, functional roles 6) with ConnectionType=0 for internal users. Then join between there to UserInRole and then UserSession. Then use that for the dashboard. 

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edit page
Studio_Creatio
8.0
Boolean field on edit page
Tomasz Branicki
09:20 Dec 02, 2025

Hi;
I set Boolean field on edit page
it looks fine but when i want to change value i have to click on label not on the checkbox.
html looks like this


    
        No Payment Disposition
    
    
        
            
        
    


I try to add jQuery
            

$("#UsrClaimRequestsPageUsrNoPaymentDispositionFieldCheckBoxEdit-wrapEl").bind("click", function() {
                this.onClickNoPaymentDisposition();
            });
putting different IDs of input span div
but it doesn't work,

Does anyone can help me?

regards
Tomek

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Valeriia
13:20 Dec 02, 2025

Hi,

It’s quite difficult to determine the exact cause of the issue without seeing the full page configuration.

Since such UI behavior can depend on the full page layout, custom containers, or extended code, we would also recommend contacting Creatio Support so they can analyze your configuration directly and assist further with the investigation.

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developer
Studio_Creatio
8.0
I am PEGA Lead System architect . Want to learn Creatio Developer skill
ARSHAD PASHA MOHAMMED
10:13 Dec 01, 2025

Hi Team,

I dont have knowledge on .NET framework , But I want to learn the Creatio Developer skill . Please suggest how to proceed . Is E-learning sufficent to take Creatio Developer certification

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2 comments
Ivan Savenko
17:50 Dec 01, 2025

Hello,

After learning .NET Framework on your own, consider starting a course guided by our trainers on the development within Creatio:
https://academy.creatio.com/training

Best regards,
Ivan

ARSHAD PASHA MOHAMMED
19:23 Dec 01, 2025

Ivan Savenko,

Thanks for the reply , Do we need to learn only fundamentals or need to expertise the .NET framework .

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Studio_Creatio
8.0
Attachment to Send Email - Tab in Form Page
Anish Varma Ch
13:42 Nov 28, 2025

I need to take the image of tab in the Form page which has reports/charts in it and should add as attachment when we try to send an email using a button in Form Page

I tried using Send Email and I have doubt in approaching with Process File. 

Can any one help me with this?

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3 comments
Andrii Kendzor
22:39 Dec 02, 2025

Hello,

Could you please clarify what you mean by "I need to take the image of tab in the Form page which has reports/charts in it"?
Are you referring to an image that is already attached on the form page, or do you intend to automatically generate an image (a screenshot) of the form page or tab and then attach it to the email?

Anish Varma Ch
10:22 Dec 03, 2025

Hi Andrii Kendzor
 

The Scenario is, In Account, if we have tab that consists of some charts in it, I have one button 'Send Email' in Account, if we click that button, I need that chart data to be added in the email and email should get triggered. 

Including the charts in the email is my main task.

I hope you got my question. (Ignore about image in the above comment)

 

Andrii Kendzor
17:02 Dec 03, 2025

Hi Anish Varma Ch,

Thank you for the clarification.

Creatio does not provide functionality to automatically extract a chart from a page and insert it into an email. Charts in Creatio are UI visualization components, and they cannot be directly embedded or transferred into email content.

If your goal is to include the underlying data, you can create a business process that reproduces the same filtering logic used in your chart. This will allow you to retrieve the numerical data, although without the visual representation.

If the visual aspect is important, a possible workaround is to use an HTML block in your email template and manually generate a chart using the data obtained from the business process. This approach requires building the visualization from scratch within the email.

Alternatively, as you mentioned in you first message, you can manually take a screenshot of the chart, set the email to be sent manually, and attach the image to the email before sending.

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