Hello,

Please ensure that Creatio is properly connected to the Identity Service and that the diagnostics page displays all four green checkmarks.
Next, create an OAuth application in Creatio and use the Client ID and Client Secret generated for that application when obtaining the access token.

Make sure the user account under which the application operates has sufficient permissions to perform the required operations.

For detailed configuration steps, please refer to the official guide:
Connect the Identity Service to Creatio | Creatio Academy

Hello,

Unfortunately, in Freedom UI mobile, business rules can currently only be implemented at the metadata level, and we don’t yet have detailed public documentation on how to do this.

At this time, it’s only possible to configure mobile business rules for Freedom UI at the object level using standard functionality.

That said, our R&D team already has a task on extending this capability in future application releases.

 

Malika,

Good mornign Malika, 
I understand that it can't be done in a standard way, but at the metadata level, could you please send me an example? It's imperative to create a mobile business rule for a client, and I need to know how to do it. I have a developer certification, so I understand the framework.

Hello,
 

We have prepared the instructions on adding the business rules for Freedom UI mobile pages. You can check it here: Set up business rules at the page level for mobile -081025-160622.pdf


Best regards,
Malika

Malika,

Thanks, test this steps and return to you

Hi,

If you want approvals for Accounts to be visible and manageable, here’s a possible approach based on how approvals work for Orders:

Proposed idea / workaround:

-Adapt the business process for Accounts: for example take the existing "Order Approval Freedom" process and modify it to work with Account records.

-Create a new tab in the Account section

-Add a dedicated tab to display Approval and Approval List, similar to how it’s done in the Orders section.

In this new tab, users will see:

-All pending approvals

-Positive and negative approvals (statistics)

-Approvals assigned to them, which they can action

-Approvals not assigned to them are visible but cannot be approved

Currently, approvals won’t appear in the Account timeline, so this separate tab would provide a clear view of all approvals related to the Account.

Rewiewing approvals from timeline will be logged as an idea for developers in the future releases.

If needed, we can also provide screenshots or additional explanations -please let us know.

Hello,

Unfortunately, there is no built-in way to export all duplicates directly.

However, as a workaround, you can use one of the following approaches:

Option 1: Find duplicates directly in the database

You can identify duplicate records using an SQL query and then export the results manually.

SELECT email, COUNT(*)
FROM users
GROUP BY email
HAVING COUNT(*) > 1;


Option 2: Export data and use Excel to find duplicates

Export the dataset from your system to Excel (or CSV).

In Excel:

• Select the relevant column(s).
• Go to Home → Conditional Formatting → Highlight Cells Rules → Duplicate Values to highlight duplicates.

Hello Halyna,
 the results of duplicates search is complicated to reproduce using sql query.

I used postman and I called the following web service  {{BaseURI}}/0/rest/BulkDeduplicationService/GetGroupsOfDuplicates passing the following json

{
    "entityName": "Contact",
    "columns": [
        "Name",
        "Account
        "CreatedBy"
    ],
    "offset": 0,
    "count": 1000,
    "topDuplicatesPerGroup": 5,
    "filters": "{\"items\":{},\"logicalOperation\":0,\"isEnabled\":true,\"filterType\":6}"
}

If you want to get a rough equivalent using SQL - for example, to find contacts with identical or very similar names - you could try something like:

SELECT 
   Name,
   AccountId,
   CreatedById,
   COUNT(*) AS DuplicateCount
FROM Contact
WHERE Name IS NOT NULL
GROUP BY Name, AccountId, CreatedById
HAVING COUNT(*) > 1
ORDER BY DuplicateCount DESC;

This will show exact duplicates (same Name + Account + CreatedBy).

Hi, 

Duplicate management needs some improvement. Finally,  in 8.3.1 we can manually merge records.  

But we should be able to see total numbers of duplicates based on our duplicate rules etc.. 

Functionality has not evolved much for years (even lacking in Freedom UI for manual merge until now) and customer non-admin end-users are not satisfied with its functionality.

Marketing teams should be able to manage this without having to develop SQL programming knowledge or export excel lists. 

Customer data management is imperative, with contacts changing companies often, and this part is far from be up-to-standards with what Freedom UI offers. 

Simply have a list of duplicates and not even being able to provide some statistics without querying the db directly is something that end-users have a lot of difficulty accepting, considering what exists on the market today.

Damien Collot,

100% agree on this, there needs to be better tooling for handling this on the user end, with any appropriate guardrails that can be put in place via customisation for such actions.

If not can anyone help me with a correct approach for this, thanks for the help :) 

Hello!
In Creatio, it’s not possible to directly pass variables into filters. 

However, as a workaround, the user can create a custom view, similar to the one used for Opportunities — “View for analysis of sales by stages”.

Additionally, it’s possible to:

• Install the Calculated Metrics for Creatio
  add-on from the Marketplace to calculate average values, or
• Develop a custom business process to compute such data automatically.
   

Hello Valeriia,

Thanks for the reply. I will experiment with the approaches will let you know what worked best for me. 

Thanks

Rishav

Hello Ahmed!

I hope this message finds you well!

Unfortunately, from the screenshot, the error is not really clear. We recommend checking the application logs for a more clear error message.

If you will not be able to identify and fix the issue on your own, please contact our support team at support@creatio.com

Have a great day!

The issue is that the values have not yet been set/bound in the init. Instead of retrieving them in the ngOnInit try using the ngOnChanges instead.

Ryan Farley,

Thank you.. that worked

Hi Akshit,

Thank you for your query.

Currently, Creatio does not provide an out-of-the-box process that automatically sends portal invitation emails upon creating contact records.

However, you can use the steps described in the Send portal invitations article to manually send portal invitation emails.
After adding a new portal user, simply click [Send invites] — this triggers an email with a one-time link for the user to set their password and access the portal.

This process ensures that users with the appropriate functional roles receive their credentials securely and gain access to the portal.

Alternatively, you can use the base business process available in the Process Library as a reference and adapt or duplicate it to create your own automated invitation flow.

Thank you!

Valeriia Hromova,

Thanks,

Can you please tell me the Business process name? 

Hello,

You can resolve this by forcing the detail to refresh after the main record is initialized. To do this, please add the following code to your edit page schema:

onEntityInitialized: function() {
   this.callParent(arguments);
   this.updateDetail({
       detail: "YourDetailName",
       reloadAll: true
   });
}

Replace "YourDetailName" with the internal name of your detail.

Please make sure to call this.callParent(arguments) before this.updateDetail(...). This ensures that the base initialization logic runs first, and only after that the detail is refreshed correctly, otherwise the system might not yet have the necessary context for loading related data.

Adding reloadAll: true ensures the detail reloads with all required filters and parameters. Without this parameter, the method may trigger an unfiltered database query, which can lead to slow performance or UI freezing when the detail contains many records.

This ensures the detail refreshes and displays its data right after the page loads.

More information about configuring details:
Creatio Academy Detail overview

Daiana Gavrylenko,

ThankYou

Hi!,

We have checked the possibility of adding attachments directly to the out-of-the-box Message Composer via code. At the moment, Creatio does not provide a supported interface or API that allows files to be programmatically inserted into the Message Composer in the same way the attachment button does. This component is not currently extensible in that regard.

Jakub Wieczorek,

Hi Jakub, 

Thank you very much for clarifying that, is there any other way to do this?