I_want_to_integrate_my_own_service_via_a_Marketplace_app
Studio_Creatio
8.0

Hey guys,

I want to integrate my own service via a Marketplace app — for example, add a button on the contacts page (or somewhere) to send an email or SMS to the user.

I'm having trouble creating my own Freedom UI page where I can embed a button like "Message the user". I need to somehow connect this Freedom UI page to my REST service.

Also, I want to pass a token so I know the request is coming from a specific client/user.

The docs only talk about OAuth for logging in somewhere with external services, but that's not what I need.

Can you help with this?

Basically, I need a place to store the token — something one-time setup in the app configuration, so when a user installs my app, they can enter their own tokens (API keys or whatever), and then every request from Creatio to my service includes that token so I can identify which client it comes from.

Thanks!

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Dear colleagues,

I have a Freedom UI page (Creatio v8.3.2.4166) that activates the Save button immediately on load, without any user interaction.

After extensive debugging, I identified three contributing factors:

1. ForwardReference attributes in modelConfigDiff. The page has multiple attributes of type "ForwardReference" resolving data from two related entities. These are all read-only fields. Example:

"NcsRelatedEntityNcsDescription_abc123": {
    "path": "NcsRelatedEntity.NcsDescription",
    "type": "ForwardReference"
}

When these attributes resolve asynchronously after page load, the framework registers them as user changes and sets HasUnsavedData = true.

2. RichTextEditor controls with <strong>needHandleSave: true</strong> — for some reason the page wizard generated them with true by default, even though all of them are readonly and display data from a related entity, not from the current object's own fields. We changed all of them to needHandleSave: false, which helped partially but did not fully resolve the issue.

3. Calculated field handlers. The page has a handler that calculates age from a birth date field (and another similar purpose handlers):

{
    request: "crt.HandleViewModelAttributeChangeRequest",
    handler: async (request, next) => {
        if (request.attributeName === 'PDS_NcsBirthDate_abc123') {
            const birthDate = await request.$context.PDS_NcsBirthDate_abc123;
            if (birthDate) {
                const today = new Date();
                const birth = new Date(birthDate);
                let age = today.getFullYear() - birth.getFullYear();
                if (today.getMonth() < birth.getMonth() ||
                   (today.getMonth() === birth.getMonth() &&
                    today.getDate() < birth.getDate())) {
                    age--;
                }
                request.$context.PDS_NcsAge_xyz789 = age;
            } else {
                request.$context.PDS_NcsAge_xyz789 = null;
            }
        }
        return next?.handle(request);
    }
}

When the page loads with an existing record, PDS_NcsBirthDate_abc123 fires as an attribute change event during model initialization, the handler writes PDS_NcsAge_xyz789, and that write marks the page dirty — even though both values were already saved in the database.

The same pattern applies to a handler that composes a full name from first and last name fields, and to the RichTextEditor ForwardReference fields that display read-only rich content from a related entity.

What we tried:

Approach 1 — Subscribing to events$ in HandleViewModelInitRequest to detect finish-load-model-attributes, setting a window._NcsPage_pageReady flag, and guarding all attribute change handlers behind it. This correctly prevents our own handlers from triggering dirty state, but does not prevent the framework itself from setting HasUnsavedData = true when ForwardReferences resolve.

Approach 2 — Adding a HandleViewModelResumeRequest handler that forces HasUnsavedData = false after the model is ready. This fires too early — ForwardReferences resolve after Resume, so they overwrite the reset.

Approach 3 — Using setInterval (up to 35 cycles × 200ms = 7 seconds) inside the Init handler to repeatedly reset HasUnsavedData = false. This does not work because the request.$context captured in the Init handler closure becomes stale after initialization — Creatio replaces the ViewModel reference, so we are resetting a dead object.

Approach 4 — Intercepting all HandleViewModelAttributeChangeRequest as the first handler in the chain, calling await next?.handle(request) and then forcing HasUnsavedData = false on the fresh request.$context. This works during the initial load phase (while _pageReady = false), but ForwardReferences continue resolving after _pageReady = true, still triggering dirty state.

Approach 5 — Combining Approach 4 with permanent suppression for all known ForwardReference attributes (since they are always readonly):

{
    request: "crt.HandleViewModelAttributeChangeRequest",
    handler: async (request, next) => {
        const result = await next?.handle(request);
        const isForwardRef = request.attributeName?.startsWith('PDS_NcsRelatedEntity');
        if (!window._NcsPage_pageReady || isForwardRef) {
            request.$context.HasUnsavedData = false;
        }
        return result;
    }
}

This still fails — HasUnsavedData keeps flipping back to true after each reset.

Questions:

  1. Is there a supported Freedom UI pattern to prevent HasUnsavedData from being set by ForwardReference resolution on page load?
  2. Is there a lifecycle event or request that fires reliably after all ForwardReferences have fully resolved?
  3. Is there a way to prevent a handler that writes a calculated field (like age from birth date) from marking the page dirty when it fires during initialization?
  4. Is there any way to mark specific attributes as non-dirty-tracking so the framework ignores their changes for save state purposes?

Any guidance from the community would be greatly appreciated. Thank you very much

Regards

Julio Falcón

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Hi Julio,

For the change event handler, you can use request.silent == false. The request.silent indicates if the change was from a model load (silent=true) vs a user change (silent=false).

{
    request: "crt.HandleViewModelAttributeChangeRequest",
    handler: async (request, next) =&gt; {
        if (request.attributeName === 'PDS_NcsBirthDate_abc123' &amp;&amp; !request.silent) { // only handle user changes
            //...
        }
        return next?.handle(request);
    }
}

Ryan

For question 3, you can use the method marked as being the answer in this thread: https://community.creatio.com/questions/it-possible-make-changes-attributes-code-freedom-ui-silently

 

Unsure about the others - I haven't seen forward references causing the page to think there's changed data that needs saving in earlier versions of Creatio, so if that is causing the issue it would sound like a bug in 8.3.2?

 

I'm also not aware of a supported way of resetting the page/specific attributes so that Creatio doesn't think they have changed or will never pay attention to changes in them. It would be nice to have this option though.

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Hi Team,

We are currently using the following server-side code to send Mobile Push Notifications in Creatio:

var userConnection = this.Get<UserConnection>("UserConnection");
var pushNotification = new PushNotification(userConnection);
 
Dictionary<string, string> additionalData = new Dictionary<string, string>();
additionalData.Add("entityName", entityName);
additionalData.Add("recordId", recordIdStr);
 
pushNotification.Send(sysAdminUnitId, title, message, additionalData);

On the mobile side, we are using the standard:

Terrasoft.configuration.PushNotificationReceiver

Now we have a requirement to delete or cancel a previously sent push notification based on:

  • entityName
  • recordId

For example:
When a record is approved or completed, the related push notification should be removed from the mobile device.

However, we understand that Push Notifications are not stored in a database table like System Notifications.

Could someone please clarify If there is a supported way to cancel or remove a specific mobile push notification?

Any guidance or best practice would be greatly appreciated.

Thank you!

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Compile_an_app_on_a_web_farm
Studio_Creatio
8.0

i have a web farm with HAProxy and 3 Windows IIS web servers, im using gitlab ci/cd pipeline where im stopping IIS on server2 and server3, and deploying new packages on server1, after deployment finished im copying WebApp/conf/ and WebApp/Terrasoft.Configuration/Pkg as mentioned in documentation to server 2 and 3, but after enabling HAProxy, i need to manually do compile all in server 2 and server 3. what im doing wrong or what im missing 

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Hi!

Based on your description, the deployment is almost correct, but in a web farm scenario you’re syncing only package sources and config (WebApp\conf and WebApp\Terrasoft.Configuration\Pkg) from node1 to node2/node3. After HAProxy starts sending traffic to all nodes, node2 and node3 still have stale compiled artifacts and/or cached metadata (Redis), so they detect a mismatch and require a manual “Compile all” locally.

Recommended rollout flow:

  • Put the farm into maintenance / drain traffic in HAProxy
  • Stop IIS on node2/node3
  • Deploy to node1 and run compile there (if required)
  • Copy the required folders plus compiled output from node1 to node2/node3
  • Flush Redis
  • Start node2/node3
  • Re-enable HAProxy traffic

Please let me know about testing this approach.

Kalymbet Anastasia,

Thanks for replay Anastasia,
let me quickly represent my pipeline stages

1)  Stop HA Proxy (stopping HA Proxy service, for now I have a downtime as you can see, in future I'm planning to change it) 

2) Stop cluster ( Stopping node2 and node3)

3) Install Clio (checking if there is installed Clio on node1, if no install it)

4) Create zip (Building the environment)

5) Deploy ( deploying and compiling  )

6) Copy From Server1 ( copying the artifacts from node1)

7) Copy To Secondary Servers ( sending the copied zip files to node 2 and node 3)

8) Clear Redis (clearing Redis cluster)

9) Start cluster (starting node2 and node3)

10) Start HA Proxy (starting HA Proxy service)

with this pipeline I'm getting the result where I need to manually compile node 2 and node 3 from 0/dev. So my question is, do I need copy something else from node 1 ( beside the directories that are in documentation) or do I need add compile step after coping to Node 2 and Node 3

Hello,

After installing the packages, could you please try transferring not only the files you usually move to the adjacent node, but all application binary files?

This will help us better localize the issue and determine whether the problem is caused by incomplete file transfer or if it is related to something else.

Anastasiia Zhmud,

Hello,
well I have tried adding
/Terrasoft.WebApp/Terrasoft.Configuration/Autogenerated and /Terrasoft.WebApp/bin to my pipeline, but didn't helped, if you mean different bin can you please tell the path?

problem is solved, thank you for your help

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FreedomUI
approvals
Studio_Creatio
8.0

Hi ,

I am facing an issue in changing the approver and delegated from using the business process if that Business process is triggered by the user who is not in the role of System administrators.

getting an error : 
System.Security.SecurityException: Object "UsrClaimEntriesVisa" record cannot be assigned more permissions than you currently have.



If i trigger the process using the supervisor account then i am easily able to complete the process of changing the approver and delegated from easily without any error.

can anyone help in this ?

how can i give rights to user to update the approvals object

 

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Hi, you can do it via Object permission

and then find your object and make all necessary settings

 

Dmitry S,

I Tried this, but still facing the same issue.

Can you please post here a screeshot with the object rights? 

Hello,

If a user, who is supposed to perform a process action does not have access permissions required to perform that action, the corresponding process task will not be able to complete. 

You can find more information in this Academy article.

It would be best for you to create a case directly for the support team at support@creatio.com so we could check the entire design of the process and the permissions the user who experiences the error to determine the exact cause of the issue.

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#mobileapp
#FreedomUI
Studio_Creatio
8.0

Hi All, we are trying to create an intake request page for mobile using the Freedom UI. We have one dropdown field (Field 1) that is mandatory. This field has 4 values. Based on the selection of value by user, we want to expose certain fields. Hence, we have hidden these fields until the value selection of Field 1. But the business rules are not working to make these fields visible. Is this feature not available on the latest update to freedom UI in mobile?

 

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Studio_Creatio
8.0

Our customer needs to connect Creatio to Power BI Service, but the current connector only works with Power BI Desktop. When publishing to the Service, the gateway cannot connect to Creatio because the required connector/method is not available. 

I need  some clarification on:

  1. Whether Power BI Service connectivity is supported.
  2. Any supported alternative (API method, workaround, or integration pattern) to enable the Service to access Creatio data.
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Hello,

At the moment, the only officially supported way to connect Creatio to Power BI is via the Marketplace connector, which has limitations. Unfortunately, Creatio does not offer alternative OOTB solutions for connection. 

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QueueItem
list
column
removed
Studio_Creatio
8.0

Hello,

I have noticed that configuring a list to display Agent desktop queue element (QueueItem) always results in the default column displaying 'Colum removed'. It is pointing to Caption of QueueItem.

When you try to remove it (hide) and save you will be unable to open the page in no-code configuration. Console returns: Cannot read properties of null. 

Essentially we have to display this default column or the page breaks in configuration. From UI perspective it opens regardless.

I have observed this in multiple environments with versions 8.2 and higher. 

It is not a big issue but I am wondering if anyone has encountered this or has a solution for this.

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I had that issue twice: a) the column was added on the list by code and then removed (renamed) from the configuration. b) on the list in the designer was added subordinate column...

The thing is this happens when you add a new list for Agent desktop queue element. No previous configuration at all. I even tried this on demo environment and it is the same. This seems to be an issue with ootb functionality but maybe there is a known fix?

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Auto-number_sequence_generation_not_working_in_Creatio_Online_environment
Studio_Creatio
8.0

Hello,

We are importing data from an external ERP system and creating records (e.g., Orders / Invoices) via backend code. These objects have an auto-number column (“Number”) configured with a prefix such as ORD- or INV-.

We attempted to generate the next auto-number value by querying the database sequence directly using SQL like NEXT VALUE FOR based on the column UID. This approach works in some local environments but fails in Creatio Online. The query either throws an error or does not return the expected value.

Below is the code we have written for next sequence:
 EntitySchema entitySchema = userConnection.EntitySchemaManager.GetInstanceByName(objectName);
                    var numberColumn = entitySchema.Columns.GetByName("Number");
                    string sequenceName = numberColumn.UId.ToString();
                    
                    long nextValue=0;

                    try
                    {
                        string sql = $"SELECT NEXT VALUE FOR dbo.[{sequenceName}]";
                        
                        using (var dbExecutor = userConnection.EnsureDBConnection())
                        {
                            using (var reader = new CustomQuery(userConnection, sql).ExecuteReader(dbExecutor))
                            {
                                if (reader.Read())
                                {
                                    nextValue = reader.GetInt64(0);        
                                }
                            }
                        }
                    }
                    catch(Exception ex)
                    {
                        
                    }

The trail online version of Creatio is "8.3.2.4199". 

What are we missing here?

Any help would be appreciated.

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First of all, how are you loading the orders/invoices? It should be creating these numbers unless you're going directly to the database (or the numbers are being created using the older method on the client-side page only).

I assume that somewhere you're setting the nextValue in the Number field and that just isn't showing in the code?

Ryan Farley,

We are currently performing a direct SQL insert using the following code:

Guid newRecordId = Guid.NewGuid();
var insertQuery = new Insert(userConnection).Into(objectName).Set("Id", Column.Parameter(newRecordId));

foreach (var property in objectData.Properties())
{
    string propertyName = property.Name;
    string propertyValue = property.Value.ToString();
    insertQuery.Set(propertyName, Column.Parameter(propertyValue));
}
int affectedRows = insertQuery.Execute();

However, in the online environment, the order number is not incrementing as expected. Instead, all orders are being created with the same number (ORD-0).

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#email
Studio_Creatio
8.0

Hi All,

We are trying to autofill To and From in email from Creatio. We designed business process to read To and From email from contacts. We are using mini email template. How can we auto-populate to and from in the business process? Thanks

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Hello,

The easiest and most reliable way to implement this is by using the Send Email element in the business process.

You can configure it as follows:

1. "From" Field:

Add the Send Email element to your business process.

In the element setup, locate the From parameter.

Select a mailbox that is configured in the Mailbox synchronization settings,
or map this field to a process parameter that contains the mailbox information (this parameter should reference the Mailbox synchronization settings lookup).

2. "To" Field:

In the same Send Email element, locate the To parameter.

Map this field to a process parameter of type Contact or Account. In this case, the system will automatically use the primary email address specified in the Communication options of that Contact or Account.

Alternatively, you can manually specify the target email address or map the field to a parameter that contains the required email value.

Additionally, you can select the required email template within the Send Email element.

Anastasiia Zhmud,

Thanks Anastasiia - Just to clarify, we need to give a button on the UI for sending emails manually to the user. I want the email mini page to open with autofilled To and From. The user can then put subject and email body and send manually. To and From parameters are not visible on the email mini page. Am I missing anything here?

Puneet Mehta,

You can use "Send email" process task. Smth like this:

 

 

and this is the result:

So you have both filled email address and link to the contact

Dmitry S,

This was helpful - thank you

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