Hello,

I am trying to invoke a business process from C# script. Below is my code, 

ProcessSchema schema = UserConnection.ProcessSchemaManager.GetInstanceByName("Cw AI Process");

Process process = schema.CreateProcess(UserConnection);
process.SetPropertyValue("RecordId", Guid.Parse("e308b781-3c5b-4ecb-89ef-5c1ed4da488e"));
process.SetPropertyValue("RecordType", "Account");
process.Execute(UserConnection);
var result = process.GetPropertyValue("OutputVar");

And this is the error I am seeing. Both RecordId and RecordType are input parameters of the business process.

Property "RecordId" is missing in type "ProcessComponentSet".

Hi Everyone,

I have a List page connected to my page-level data source. Each of these records also has related entries in the SocialMessage table, which stores comments and likes for my records. I want to show Number of Likes count and Number of Comments count on my List view, alongside fields from the main datasource object.

In Freedom UI, the list view is typically bound to a single data source, and while I can fetch and display these additional related columns via Model.load on the Form page (as labels, after the record is opened), How to integrate these related fields from other tables into my List page layout, so they can appear as columns with the rest of the fields.

The related column setting on the List page doesn't show the SocialMessage table to select those fields.  What is. Workaround for this?

Thanks in advance!

Ajay

Hello everyone,

I am trying to implement a permissions model for a collaborative application in Freedom UI, where different users interact with a record based on their role as explained below -

1. Author – The user who creates the record.
   • Can create new records.
   • Can edit all fields of the records they created, except some restricted fields.
2. Reviewer – A special role that:
   • Can view all records
   • Can edit only specific fields like:
     • Review Comments (this field can only be modified by the Reviewer and not by the Author)
   • Cannot modify other fields (e.g., Title, Description).
3. All other employees:
   • Can create new records (and thereby become a new Author).
   • Can view records created by others (including the fields updated by the Reviewer) but cannot edit other’s records.

 What I have tried so far

1. Object Permissions:
   • Enabled Object-level permissions on the entity.

   • Gave All Employees role: Create and Read rights.

     

      

2. Column Permissions:

   • For restricted fields (Reviewer Comments), :
     • Gave “Permit Reading and Editing” permission to the Reviewer role

     • Gave “Permit Reading” to All Employees

       

    

3. Record-Level Access via BPM:
   • Created a business process that:
     • Triggers when a record is created.
     • Reads the CreatedBy user.
     • Assigns Read and Edit rights using "Change Access Rights" → “For an employee”.

   • This was intended to ensure that Authors can edit their own records.

     

But the current outcome is that while users can create records successfully, they are unable to edit their own records afterward due to lack of permission.

Would appreciate any help on why the Authors are not able to update their own record.  I hope this is a valid scenario supported by Creatio. 

Also, this whole process seems to be a bit tedious. Is there a simpler way to achieve this using the no-code approach (without going into JavaScript coding to set the visible property based on roles)?

Thanks in advance for any insights!

Ajay

As the subject says, I'm curious if anyone has ever done this? We run several on-prem K8s clusters but are interested in moving the EL stuff into Azure.

Hi;
I read an element from Preconfigured.Page on script task

The default value of this element is take from reading Task
when reading task return an empty entity in one environment it return empty string in other the addres to reading element

Hello,

I have contacted customer support to enable the AI on my local deployment. I have made all the changes as mentioned by the support.
 

I have enabled co-pilot features.

I have set the system settings - IdentityServerUrl, DefaultExternalAccessClientId, IdentityServerClientSecret, IdentityServerClientId, AccountEnrichmentServiceUrl with respective values..

But when I am trying to use the AI seeing below error in the network tab:
 

errorCode: "IncorrectConfiguration"

errorMessage: "IdentityServer auth failed with [BadRequest] invalid_client\n" 

Something is wrong in the configuration but not sure what's wrong.. Can anyone help debug and fix the issue.. TIA

Note: I have already reported this issue with support, not heard anything yet. As this is a blocker for me so posting it here in hope to get a solution.

Hello, 

I am trying to expose my local creatio instance to public network using a domain. I did all the steps mentioned here - https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-deployment/application-server-on-windows/switch-creatio-website-from-http-to-https

So that I can use Creatio AI locally.

I got a domain and certs(using letsencrypt). 

But the login is not working locally. I can provide more information for debugging.

I am not able to access the app through domain as well.

Hi everyone

I'm trying to install the on-premise enviroment on my local machine and I have a problem, I started my instance with IIS and shows me the login page normally, but once that I login, the shell page is blank, I don't know if I am doing something wrong or if I need to do an extra step, thank you

Is there a simple way to filter a dropdown to show only those contacts that belong to a particular Role?

I have explored several common approaches, but none have provided the ideal, straightforward method:

1. No-Code Filtering by Contact Folder: Attempted to create a static "Reviewers" folder in the Contacts section. However, this doesnt seem to work for filtering with Freedom UI.
2. Business Rules in Page Designer
   • Field‑level rules only expose “Make required” / “Read‑only” / value‑copy actions, no lookup‑filter.
   • Page‑level rules let me “Apply static filter,” but they don’t list Folder or FolderId, or any path through SysUserInRole.
3. Custom Data Model (Object/View):
   • Using a custom object with BaseLookup as its parent forced a mandatory 'Name' (text) field for the lookup value itself, which isn't suitable for directly linking to a Contact record and requires extra, redundant user input.
   • Using BaseEntity as the parent required adding an extra display field (a lookup to Contact) and the dropdown would store the ID of our custom object record, not the Contact.Id directly, making it less intuitive and adding an unnecessary layer.

Is there an out‑of‑the‑box no‑code way in Creatio Freedom UI to filter a lookup dropdown by all users in a given Role (without creating a separate lookup table or writing custom page schema JSON)?

If that’s not supported today, what’s the best “no‑code” or “low‑code” pattern you’d recommend to maintaining a dynamic list of Reviewer users (ideally driven by Role membership or using a custom object)

Thanks in advance for any guidance or creative alternatives!

Hello all,

I am having difficulty reading foreign key constrain errors on cloud instances of Creatio. Everything I find says I need to execute a command in a SQL console which I don't have access to just to get something more helpful than "foreign key constraint error" Is there no lookup I can access to read the errors? Why are they so vague?