Studio_Creatio
8.0

Me and my team are facing a huge hassle trying to work with git on creatio, a lot of conflicts and compilation issues due to 2 or more developers pushing changes in the same package, that cost us some work to be redone as we had to reset our git repo to the last commit that didn't have issues.

Is there a way that makes working with git easier? tried to use T.I.D.E. but sadly it's not very clear how it works.

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pop up
popup
Studio_Creatio
8.0

Hi All,

Question please, is there any feature from Creatio that similar like DevLabs creating?

https://marketplace.creatio.com/app/popup-element-business-processes

This is Pop Up Element that can used in Business Process.

Because it is not compatible with Studio Creatio version 8.0

Thank you.

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Hello.

You can use the pre-configured page process element and use the Freedom UI minipage to create and customize the pop-up page.

More information here:
https://academy.creatio.com/guides/no-code-customization/bpm-tools/proc…

Best regards,
Antonii

Hi Antonii, thank you for feedback.
Yes, currently I already success to show pop up using pre-configured page process element in Business Process.

 

Thank you.


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attachments
attachment
file
file upload
Files
Studio_Creatio
8.0

Hi All, question please.

I want to "copy" or "duplicating" some attachment file(s) inside default feature from Creatio.

Based on document here :
https://academy.creatio.com/docs/user/bpm_tools/process_elements_reference/system_actions/process_file/process_file_element

We need to find source file with “Attachments and notes of the object”, but I can not find "Attachments and notes of the object" in my environment (Business Process).

Need advice please, thank you.

Note : Studio Creatio version : 8.3.4.2753

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Hello.

In the following dropdown, you need to search not for "Attachments and notes" of the object exactly, but for the object that specifically stores the files bound to your object. You can also find this in the Configuration section by searching using the template "your object" + "File" object, for example AccountFile, ActivityFile, and so on.

Alternatively, you can create your own object and inherit it from the SysFile object, and then use it within the process.

Best regards,
Antonii

Hi Antonii, thank you for your feedback.
1. I open Configuration section, and I can not find template that you mention above. Capture :

 

Actually this is my files :

2. Do you have any link or documentation about : Create own object and inherit it from the SysFile object?

Thank you, appreciate it Antonii.

Dedi Sadikin,

Here's the correct logic for the Process File element regarding the source object:

If your object already has its own dedicated file object (for example, AccountFile, CaseFile, and so on), you should select that object as the source in the Process File element.

If your object doesn't have a separate file object — which is the case for custom objects created in Freedom UI — you should specify the main object itself (your custom object) as the source. The Process File element resolves this internally and pulls the file data from SysFile behind the scenes. 

Thus, when you open the "How to filter records" step, the available filter fields belong to the "Uploaded file" object rather than your main object.

So for your case, you can go ahead and select your custom object directly as the source in the Process File element, and the filtering step will let you narrow it down by the relevant SysFile fields (such as the linked Record Id).

Let us know if you run into any issues setting this up.

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Studio_Creatio
8.0

Hi, I'm trying to create a help/guide section in creatio and I want to include screenshots that I've taken. I can use the label/text component to write out the steps in the guide but I'm not seeing any components that would allow me to display a screenshot.

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Good day, Brandon,

The easiest methods of adding images to your page are to either 

  • add a dedicated image type field on the page:

    image

  • or to add a rich text type field which allows for adding images to it:

    rich text

    As a result, you would be able to add images to either one:

    visualization

    We hope this helps!

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exchangelistener
Studio_Creatio
8.0

Hi;
We start testing incoming mail synchronization to manage in Creatio communication from customer.
We use Exchange listener put on Kubernetes to get mails from designated mailbox.
From time to time exchangelistener restarted and lose connection with mailbox and we have to synchronize it again manually
Is there any mechanism to check if connection is established and if not recreate it?

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Hello,

Thank you for reaching out regarding the Exchange Listener connection issue.

Currently, we do not have a ready-made monitoring tool that automatically detects a lost connection and recreates it for the Email Listener. However, there is a general mail diagnostics page available in your environment that you can use to check the connection status manually:

https://YOUR_SITE/0/ClientApp/#/IntegrationDiagnostics/EmailListener

You can use this page to verify whether the listener is currently connected to the mailbox, which should help reduce the need for manual troubleshooting each time.

That said, we understand that an automatic health-check and reconnect mechanism would be valuable, especially since the listener running on Kubernetes can lose its connection unexpectedly. We will log this as a feature request/idea for our development team to consider for a future improvement.

 

Thank you for reaching out! 

Yes please, this is a long awaited feature !

Oleksandra,

Hi;
The diagnostics page is useful for manual verification, but it does not fully solve our operational issue. In our case, the Exchange Listener runs on Kubernetes and from time to time the listener pod is restarted or loses the active connection/subscription to the mailbox. After that, we have to manually synchronize or recreate the subscription again from the Creatio UI.
 

Could you please confirm whether there is any supported manual or technical procedure to trigger the subscription recreation without using the UI?
 

Specifically, we would like to know if there is:

1. Any Creatio API endpoint that can be called to force Email Listener subscription recreation.

2. Any internal service method or process that can be executed to perform the same action as the manual “ReCreateSubscription” operation.

3. Any database flag, scheduled task, or system setting that can be safely used to trigger listener reconnection/resubscription.

4. Any documented process for recreating the mailbox subscription after Exchange Listener restart.
 

Our goal is to automate recovery when the Exchange Listener loses the mailbox subscription. We do not necessarily need a ready-made monitoring tool, but we need a supported way to programmatically recreate the subscription or trigger the same action that is currently performed manually.
 

Could you please check with the product/engineering team if there is a supported API call, service endpoint, or backend operation for this scenario?

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Studio_Creatio
channels
Studio_Creatio

Hi Creatio Community,

I'm currently implementing a custom chat channel provider by following the official documentation, and I have a couple of questions regarding the database setup.

1. Creating the provider settings table

The documentation instructs us to create a database table using a SQL script, for example:

 

CREATE TABLE SomeProviderMsgSettings (
    Id uniqueidentifier NOT NULL DEFAULT (newid()),
    Token nvarchar(250) NOT NULL DEFAULT (''),
    UserName nvarchar(250) NOT NULL DEFAULT (''),
    CONSTRAINT PK_SomeProviderMsgSettings_Id PRIMARY KEY CLUSTERED (Id)
)

 

My understanding is that creating the table directly with SQL only creates the physical database table, but does not create a corresponding Object (Entity) in Creatio.

Is that correct?

If so:

  • Is it completely acceptable for this table to exist only in the database without a Creatio Object?
  • Or is it considered best practice to create a Creatio Object (schema) that maps to this table instead of creating it only with SQL?

2. Registering the custom provider in the Channel table

The documentation says to add a record to the Channel database table.

However, when I look in the Configuration section, I can see several objects related to "Channel", for example:

  • Channel
  • ChannelPerformance
  • ChannelPerformanceAIStatus
  • ChannelPerformanceStatus

My questions are:

  • Which Channel object is the correct one that should contain the record for a custom chat provider?
  • Is this referring to the Channel object with the code name Channel, or another object?
  • What is the recommended way to insert the record?
    • Should it be inserted directly using SQL?
    • Or is there a supported way to create the record through the Creatio UI (for example, by creating a page or using an existing section)?
    • If the UI approach is recommended, could someone explain the proper way to do it?

I'd appreciate any guidance or best practices from anyone who has implemented a custom chat channel before.

 

Thank you!

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Hello Ghifari Zakaria Ramadhan,

1. Yes, the SQL only creates a physical DB table, and that's by design - no Creatio Object is needed.

2. Use the Channel object (title "Chat channel"). You can insert data via SQL script or Data binding.

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Hi,

I am facing an issue after migrating a Freedom UI dashboard from our One environment to another.

  • I created a Freedom UI dashboard page named Service Management using the BaseDashboardTemplate parent page in package.
  • I exported this package from one and successfully imported it into our another environment.

The Issue:

In another environment, under the Configuration section, I can see the client module page schema perfectly, and I can even open it in the Page Designer where all the layout components and widgets display correctly.

However, when I navigate to the Dashboards section in the workplace shell, the dashboard entry appears in the list, but selecting it results in a completely blank screen / infinite loading animation.

What I've Tried:

I suspect the issue is due to a missing database record binding (the metadata transferred, but the actual lookup/registry data didn't). I went to Advanced Settings $\rightarrow$ Data Binding in my package to manually bind the data record, but:

  • Searching in SysDashboard or SysWidgetDashboard by Title returns No records found.
  • Searching in SysSchemaUserSetting by the schema code also returns no results.

My Question:

Which specific system table or object stores the runtime registry/navigation records for Freedom UI dashboards built on BaseDashboardTemplate? What is the correct way to bind this dashboard so it displays properly in the workplace section after deployment?

Any guidance or step-by-step help would be highly appreciated!

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Hello,

Freedom UI dashboards are stored in the SysSchema table.

Therefore, to check whether the dashboard exists in the system, please search for it in this table by the Caption column.

We also recommend checking the browser console for any errors, as well as the Network tab for any failed or stuck (pending) requests.

If you need any additional assistance, please contact our Support team at support@creatio.com. We will be happy to analyze the site configuration in more detail and help identify the root cause of the issue.

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Hi All,

May I ask: Have you ever experienced a 400 error like this?

This appears when we save data in a form. And the data won't saved.

And after this error appears, AI Chat Creatio immediately stops working.

I also tried running Creatio in Firefox, Chrome, and other browsers in Incognito mode, but not fix the error. And this issue is intermittent but I can say 95% frequent showed up.

Need advice please, thank you.

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Hello.

The GetCanEdit 400 error is most commonly related to how the page's data source is configured, particularly when it comes to the relation criteria used to resolve a specific record.

When the relation criteria on a page are set up incorrectly, or point to a relationship that cannot be properly resolved at runtime, Creatio is unable to determine a valid related record for the given context. As a result, the value primaryColumnValue is passed as null when the request is sent to RightsService/GetCanEdit. Since this service expects a valid GUID value in order to perform the permission check, receiving a null value instead leads to a GUID deserialization error, which in turn causes the request to fail with a 400 status code.

To resolve this, we recommend reviewing the relation criteria configured on the page. Please verify whether these criteria correctly reference the intended relationship, and whether the referenced relationship is expected to always resolve to a valid record in your specific business scenario. If the relation criteria are not required for the page to function correctly, or if they are pointing to an incorrect or unnecessary relationship, we would recommend removing them.

If reviewing the relation criteria does not resolve the issue, this behavior may alternatively be caused by a duplication of the data source on the page. In such cases, having more than one data source referencing the same entity schema on a single page can also lead to similar permission-check errors, and this would need to be reviewed separately as a possible root cause.

Best regards,
Antonii

Hi Antonii, thank you for help & the feedback. FYI, this issue already resolved after I email to Creatio support, and they have some improvement for environment. Creatio support is great and helpful, thank you.

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mobile
FreedomUI
local
storage
Studio_Creatio
8.0

Hi,
I'm adapting my Creatio mobile Freedom UI customizations to work correctly when there is no connection to the server. Is there something like local storage that I could use to save information between app launches?
I was thinking about creating a special "offline cache" object to store this data, and filtering it by the assigned user. However, this feels like a workaround.
Maybe there is already a built-in solution for this, or does Creatio plan to add something like this in the future?
Thank you in advance for your help!

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Hello Eryk,

Yes, we have native support of the offline mode. The offline mode requires an Internet connection only for the first imports and subsequent synchronizations. With this mode, the data is saved on your mobile device. Manually run a synchronization with the Creatio instance server to get the configuration changes and update the data.

You can use the following articles to get more information on how the offline mode works:
https://academy.creatio.com/docs/8.x/mobile/mobile-app-setup/classic-ui/synchronization
https://academy.creatio.com/docs/8.x/mobile/mobile-development/mobile-basics/architecture-mobile/overview-mobile

Have a great day!
 

Hi, thanks for the response.

I may have phrased my question a bit imprecisely - the need I'm describing is fairly specific. I'd like to be able to store some temporary technical information locally on the phone only, scoped to the currently logged-in user. I know I could do this by adding a dedicated object with a relation to the user and fields to hold this kind of data, setting that relation on record save, adding a filter on read, and possibly some security to prevent other users from reading it. But that feels somewhat overengineered, and on top of that, it unnecessarily writes this data to the database. It would be much simpler in this case if the SDK offered something like localStorage, where I could do:

localStorage.setItem('someSetting', { ... })

and later just read it back with:

const settingValue = localStorage.getItem('someSetting');

Hello,

At the moment, the Mobile Creatio Freedom UI SDK does not provide a public localStorage-like API for device-only data. Page attributes exist only within the ViewModel lifecycle, and custom logic runs in an embedded JS runtime rather than a browser, so the standard web localStorage is not available either.
The approach you described (a dedicated object filtered by the current user) is currently the supported way to persist such data. In offline and hybrid mode, records are stored in the local on-device database and transferred to the server only during synchronization, so it works without a connection: https://academy.creatio.com/docs/8.x/mobile/mobile-development/mobile-b…
You are right that the data will eventually reach the server database, and there is no supported way to keep it device-only. A local key-value storage in the mobile SDK is a reasonable suggestion, so please consider posting it in the Ideas section: https://community.creatio.com/?type=idea

Ok, thank you :)

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mobile
FreedomUI
converters
validators
Studio_Creatio
8.0

Hi,
I know that in the browser version of Creatio, Freedom UI supports handlers, converters, and validators. I also know that for mobile, it's possible to define handlers through a remote module.
A couple of questions on this:
- Do mobile apps support converters and validators at all, or is this functionality limited to handlers only?
- If they are supported, is it possible to define them via a remote module as well, the same way as handlers?
- I'm aware that one workaround is to implement "validation" through a handler on record save (e.g. checking a field value and showing a message). However, what I'm really looking for is something that highlights the invalid field immediately, at the moment of input - similar to how validators behave in the browser UI, rather than only surfacing an error after attempting to save.

Has anyone managed to achieve this on mobile, or is this simply not supported yet?

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Hi, I think the links you sent are about the web version, but I clearly mentioned that I need the mobile version.

Just bumping this - any update would be appreciated. Thanks!

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