Hi! To use a file attached to a custom record and send it via a business process email in Creatio, please follow these steps:

1. Attach the File to the Record:
- Ensure the file is attached to the relevant record in the Attachments detail of the Creatio object.

2. Read the File in the Business Process:
- Use the Process file element in your business process.
- In the element settings, specify the source of the file as "Process parameter."
- Select the process parameter that contains the file. This can be a single file or a collection of files.

3. Send the File via Email:
- Add a Send Email element to your business process.
- In the What is the message? field, select "Custom message" to create a unique email.
- Use the Content Designer to design the email body.
- To include the file, ensure it is accessible as a process parameter and attach it to the email.

4. Configure the Email:
- Fill out the From and To fields in the Send Email element.
- Set the Subject and customize the email body using process parameters if needed.
 

Dear Daria Spirina,
 

Thank you for your responses it work very well and meet the requirement that i want to achieve ,
Best Regards, 
Ghifari

Hello Daria Spirina,

I would like to ask following question to filter the file will be selected because i notice the email attach all file that saved in all my custom record i only want file from one record only how to filter this? i try using the Id equal to id for the custom record is this correct?

Is this correct? because after using this make no file sended or there is other option?
Thank you,

UPDATE: Solved you supposed to use Record Id not ID for this filter

Best Regards 
Ghifari

Hello,

In order to rename a detail through the page, it must first be registered. More details on how to register a detail:

https://academy.creatio.com/docs/developer/interface_elements/detail/ov…

You can also try searching for the name of the detail through Translation section and changing the name there.

Hi!

Here's a potential approach to improve your current process:

1. For Individual Notifications:
   • Instead of directly adding records to the notification table, consider using a business process that dynamically populates the notification title and description fields. This ensures that the extra information is displayed correctly.
2. For Group Notifications:
   • To avoid the issue of the process running until someone closes the mini page, you can use a combination of a business process and a custom notification mechanism. For example:
     • Use a business process to trigger the notification.
     • Instead of relying on a mini page, send the description as part of the notification content directly to the group members.
3. Unified Approach:
   • Create a custom notification mechanism that supports both individual and group notifications. This mechanism can include fields for title, description, and recipient type (individual or group). A business process can then handle the logic for sending notifications based on the recipient type.

Hi,

By default, the Continue Process button is only available for System Administration users. For regular users, continuing a process usually means they must complete the assigned task/element within that business process (usually it appears in the communication panel) - it won’t appear as a global option in the same way.

If you’d like to work around this, the is most likely related to access rights. Please make sure the users have the required permissions for the system operation “Access to process data tables.” Once you grant these rights to the necessary user roles or groups, they should be able to continue with the processes as expected.

I trust that solves your issue.

Best regards,
Tomasz

Tomasz Szpunar,

Thanks Tomasz;
it works
I add this feature because it is direct to call center so when connection have been lost another consultant can get the continuation issue.

Once again tU.

Regards
Tomek

Hi Tuan,
 

Thank you for reaching out.
 

1. Unfortunately, you cannot currently override the call action in Freedom UI. The only possible way is to create your own Telephony integration.
 

2. You can find the main concepts and architecture of Creatio’s CTI model in the following documentation:
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/classic-ui/telephony-integration/overview
​​​​​​​

There are unfortunately no detailed step-by-step guides for implementing custom telephony providers. This is due to the high variability of external APIs and the level of customization required for each provider. We typically recommend reviewing existing provider implementations and using the Academy materials as a foundation.

Eduard Dovydovskyi,

Hi. Thanks for answering. 

Overriding by writing my own provider is something that I have recently found out. It could work for me.

I did make some implementations with it, but I encountered a new problem when changing the default message provider to my own. The issue is that clicking the phone number on contact page or list instead of invoking the makeCall method in the i guess CTI model and then provider it handles it as a tel:phoneNumber with default implementation and force me to use external appliation. Somehow the CTI Model does not invoke makeCall to then invoke makeCall on provider side. The init method does not even run with my provider.

I want to also mention that the code for my provider was copied 1:1 from VirtualCTIProvider. Just changed the define string to my own.

For on prem environemnt instead of getting the dialog, I get nothing. The link does not even work.

Do you have any idea how can i solve that? I'm almost done with the solution and that's should be my last obstacle.

Same issue is with third party providers. I'm not sure if it has something to do with licensing, but init runs normally, i get the log in the console, but the click on phone number still opens the external app modal/dialog. 

Hi Tuan,

You need to check if Telephony is enabled. To do so you need to:

1. Go to System settings in the System setup block, open the "Default messages exchange library" ("SysMsgLib" code) system setting and check if the default value is set.
 

2. Open the user profile page, e. g., by clicking Your profile on the Creatio homepage.

3. Open Additional settings

4. Open Call Center parameters setup

5. Check if "Disable Call Center integration" is unchecked and press the Save button. In the User profile press the Save button again.

This should enable Telephony. Hope it helps

Eduard Dovydovskyi,

Thanks for advice, but still it's not working. I had that option already set to enable. However I made some changes to my solution and it works better now. I still cannot click on phone number and invoke makeCall method, still I get the external dialog. Now it might have something to do with license operation which I don't really know how to set and where.

Everything will work fine if I use Webitel license, but I don't think that should be solution to the license issue.

Tuan,

Please register this issue for our support team directly via support@creatio.com so we could investigate it properly.

Hello,

Please specify if you mean that the folder itself is in place, but the logs aren't, or that the Temp folder is missing completely?

Mira Dmitruk,

Thanks Mira;
The folder c:/windows/temp exists but there is no [WebSidefolder] in it.
Thanks I found them in systemtemp
Regard Tomek

Good day, Sagar,

At the moment, the official instruction regarding this AI skill is still under development on our Academy.

However, Creatio AI does support working with small text-based files.
All information regarding this topic is provided below:

Covered scenarios are :

• Chat user files – uploaded by the user during a Creatio.ai chat session
• Skill & agent embedded files – attached within dedicated skill or agent
• Files handling inside BP for API skills – passed dynamically through business process logic

File handling is globally controlled by the feature GenAIFeatures.UseFileHandling
Description: “Enable the use of skill/agent files in the Creatio.Ai session.”

File limitations:

• Only files with allowed extensions are processed. Setting listing permitted file extensions is CreatioAIAllowedIntentFileExtensions.
• Files must not exceed a size specified in system setting CreatioAIMaxIntentFileSize
• The sum of all embedded files' content for a single skill or agent must stay within the global limit defined in setting CreatioAIIntentFileContentSizeLimit
• Total file content (from all sources) passed to the LLM in a single session must not exceed the limit set in setting CreatioAISessionFileContentSizeLimit

Please be informed that these instructions are subject to change, as this instruction is still under development.

Greetings!

Can you please paste the URL you want to see the contact for into your browser and check what it returns?

Orkhan,

Greetings, it is returning the Json data correctly

Greetings,

I tried to reproduce the issue on my side and everything works as expected:

- The integration was set up correctly.
- The technical user was created with all the required permissions (in case permissions were missing, the system would usually return 403 Forbidden rather than 401).
- The access token was generated correctly, which confirms that the client credentials are valid.

To narrow down the cause, please double-check the following:

- Make sure the token you paste into Postman does not contain any extra characters (such as spaces, quotes, etc.).
- Ensure that the token is still valid and not expired at the moment of the request.

Additionally, since you confirmed that the OData endpoint opens successfully in the browser and returns JSON, this means the service itself is available. In this case, a 401 Unauthorized in Postman usually indicates that the token provided there is not accepted by Creatio.

Could you please re-check the token details in Postman and try again? If the issue persists, kindly share the decoded token payload (without the signature) so we can verify the claims (use https://www.jwt.io/)

Hello,

Unfortunately, from the screenshots it’s unclear which scope is missing.

I recommend checking the operation and configuration of OAuth.

First, you can refer to this article and verify everything:

https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-deployment/deployment-additional-setup/identity-service/oauth-health-monitoring

Second, check the connection:

https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-deployment/deployment-additional-setup/identity-service/connect-the-identity-service

Regards,
Orkhan

Hi Sagar Rodda,

I suggest you either create a business process with the signal start event to run the process automatically when a record added/deleted, or add the following handlers to the section form page:

  handlers: /**SCHEMA_HANDLERS*/[
   {
    request: "crt.UploadFileRequest",
    handler: async function(request, next) {
     /* Your customization will be here  */
     return next?.handle(request);
    }
   },
   {
    request: "crt.DeleteFileRequest",
    handler: async function(request, next) {
     /* Your customization will be here  */
     return next?.handle(request);
    }
   }
  ]/**SCHEMA_HANDLERS*/