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FileApiService

pdf

iframe

Studio_Creatio

7.17

Iframe with a Preview of Pdf File

Daniel Longo Ferreira

18:01 Sep 01, 2021

Hi Community,

I've this situation where I need to add a new tab "Preview" and the main objective is have a iframe with a preview of the documents in the attachments, however we try first implement the logic if was a website, because we think that the article that we found on academy "https://academy.creatio.com/documents/technic-sdk/7-13/integration-third-party-sites-iframe"partially satisfies what we want to implement;

First, based on the Web field, we were able to do the preview of the website, as you can see on the image below.
Then, we try to call and access to the storage of the pdf that we have on the attachments (image below), but the only link that we have of the pdf is the link/method to download the file, for example: https://..../0/rest/FileService/GetFile/Id.

In this way we want to know if there is any way to acess a link or storage of the file, with objective to implement something like preview of the document with the iframe on the edit page.

Anyone?

Best Regards,

Daniel Longo

2 comments

Yurii Sokil

15:17 Sep 02, 2021

Hello Daniel,

While it is technically possible to open pdf files using iframe tag, it'd require considerable amount of custom development to implement such preview.

The link you're referring to is the direct link to the attachment file.

Unfortunately, we don't have examples of such implementation.

I'll register your idea and it may be implemented in future releases.

Best regards,

Yurii.

Igor Manuel Terra Matos

11:46 Oct 06, 2022

Hello Yurii,

Is there any progress on this implementation?

What are the options that FileService gives us beyond the download file link?

Is there any way of call this link and get Data from response?

Best Regards,

Igor Matos

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Studio_Creatio

Upload picture from Mobile app

Glenn Smith

01:52 Aug 28, 2021

I have a prospect who wants the capability for mobile Creatio users to upload a photo from their phone to Creatio, presumably as an attachment to some object. Is this possible?

10 comments

Bogdan Spasibov

19:01 Aug 31, 2021

Hello Glen,

This is actually an OOB functionality. You can upload attachments via mobile application even without any additional changes in the system.

Just open a record page, for example, the Contact page, and scroll it to the bottom. There you will find "Contact Attachments" details.

Best regards,

Bogdan S.

Robert Pordes

11:54 Sep 23, 2021

Bogdan Spasibov,

Hi Bogdan,

I cannot find the "Contact Attachments" in the mobile app..is there anything else to customize?

Thanks,

Robert

Anastasiia Zhuravel

13:04 Sep 24, 2021

Robert Pordes,

Hello Robert,

Please check whether the needed detail "Contact's Attachments" is added to Mobile application wizard as on the attached screenshots:

Once done, the needed detail will be displayed in the mobile application:

Best regards,

Anastasiia

Robert Pordes

16:24 Sep 24, 2021

Anastasiia Zhuravel,

Thanks for the guidance.

I added the detail, but there is only the possibility to create a record with a "Name" field, but no upload or option to take a photo with the camera (I have given the App permission to use the camera)...

Any thoughts?

Thanks and BR,

Robert

Roman Brown

16:48 Sep 24, 2021

Robert Pordes,

Please share the settings of this detail in your mobile app wizard.

Kind regards,

Roman

Robert Pordes

10:57 Sep 27, 2021

Roman Brown,

Hi Roman,

nothing fancy (and not a lot to customize anyways ;) )

BR,

Robert

Oleg Drobina

12:27 Sep 28, 2021

Robert Pordes,

Hi,

You need to click the "Edit" button at the top right corner first to be able to upload images:

then

and finally

And you will be able to either create a new photo or choose something from the galery.

Best regards,

Oscar

Robert Pordes

17:43 Oct 06, 2021

Oscar Dylan,

Thanks for the hints, Oscar!

However, I do see the attachments on the contact page, but only before hitting the edit button.

After that, the contact attachment detail is missing...

Do I have to customize that for the edit mode, too? If yes, how is that done?

Thanks,

Robert

Robert Pordes

19:03 Oct 11, 2021

Hi,

Any news on this?

The customer is waiting for it and I can't get it running...

Thanks,

Robert

Robert Pordes

19:18 Oct 11, 2021

So I just found out, that you also have to add the detail on the Page Setup for the contact page...sorry for the hassle!

BR,

Robert

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Sections

dashboards

Studio_Creatio

7.17

Add a new section dashboard

LÉZORAY Nicolas

12:27 Aug 27, 2021

Dear,

Is it possible to have two dashboard-type sections ?

Thank you !

Nicolas

4 comments

Roman Brown

12:51 Aug 27, 2021

Dear Nicolas,

Unfortunately, there are no OOB tools to create a new section like this.

It can be done only be means of advanced development and we do not have any examples of such sections created.

We will register an idea for our R&D team to consider the possibility of adding the functionality which would allow to create sections like this with system tools in future.

Kind regards,

Roman

Julius

14:47 Aug 27, 2021

Do you have too many tabs? ;)

LÉZORAY Nicolas

15:45 Aug 27, 2021

Julius,

yes that'it !

women's dashboard management

we have two companies and we would like to split the data. one solution might be to use the Creatio homepage which also allows now to create statistics widgets

Amritha Mayan Gorky

12:31 Dec 06, 2022

Hi Roman Brown, Any update on creating two dashboards?

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Need_Material_for_Creatio_Analyst_Certification

Studio_Creatio

7.17

Need Material and guidance regarding Creatio Analyst Certification

naveen kumar Gali

08:44 Aug 26, 2021

Hello Team,

I want to do Creatio Analyst (Basic ) Certification. For that, I need guidance and Material like how to prepare for that and what I need to follow in order to crack the certification Exam.

Thanks in Advance...

1 comments

Ivanna Yatsura

10:42 Aug 26, 2021

Dear Naveen,

Unfortunately, we do not have any specific guidance or materials on how to prepare for the exam.

You can check community posts along with our academy to study all the information.

Best Regards,

Ivanna.

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printables

Studio_Creatio

Printable conditional formatting

Massimiliano Mazzacurati

12:12 Aug 25, 2021

I need to set the background colour of a cell depending on its value.

I tried with a macro but the printable file becomes a "docm" file and Creatio only accepts "docx" files so it seems we cannot use macros in the printable files: is there some ways to embed and use MS-Word macros in Creatio printables?

Is it possible to bind formatting of a cell to a value coming from Creatio (for example the background colour of the cell could be a field coming from Creatio) ?

3 comments

Danyil Onoprienko

16:39 Aug 26, 2021

Dear Massimiliano,

Thank you for your question!

We have double-checked this information with our developers and received an answer that currently, this functionality is absent in Creatio.

Nevertheless, we have created an improvement ticket in regards to this question.

Thank you!

Regards,

Danyil

Rommel Bocker

20:18 Apr 30, 2026

Danyil Onoprienko,

Was this improvement implemented? If so, how can be used?

Daria Mudragel

13:39 May 01, 2026

Hi Rommel,

The task Danyil mentioned earlier has been created and taken into processing; however, it is still currently in progress.

We have increased the priority of this task so that this solution can be considered for implementation in future versions.

Thank you!

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I_NEED_GUIDANCE_FOR_CREATIO_ANALYST_CERTIFICATION

Studio_Creatio

I NEED GUIDANCE FOR CREATIO ANALYST CERTIFICATION

chandu k

12:09 Aug 24, 2021

Hi Team,

I want do Creatio Analyst (Basic ) Certification. How should i prepare for this, any body can guide to me.

Many Thanks.

1 comments

Ibrahim Nour El-Din

13:29 Aug 25, 2021

for basic certification you take it from the site directly and prepare for the module that you want to take the certification in it, understand all module features, functionalities, sections and have an overall view of the main sections that will be exist in all creatio modules .

good luck

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Creatio_Analyst_Certification

Need_Guidance_For_Creatio_analyst_certification

Studio_Creatio

7.17

Need guidance regarding Creatio Analyst Certification

naveen kumar Gali

11:59 Aug 24, 2021

Hello,

I want to do Creatio Analyst (Basic ) Certification. For that, I need guidance like how to prepare for that and what I need to follow in order to crack the certification Exam.

Thanks in Advance...

2 comments

Ibrahim Nour El-Din

13:30 Aug 25, 2021

good luck

naveen kumar Gali

13:35 Aug 25, 2021

Ibrahim Nour El-Din,

The basic test is different from the main certification test..?

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Studio_Creatio

7.17

ODATA on Region entity

Stefano Bassoli

10:27 Aug 23, 2021

Hi community,

I've a problem with PATCH method on Region Entity.

I receive a generic error when I try to update a record.

What am I doing wrong ?

Here the postman request.

1) Read the region record to update

2) The error captured on postman when I tried to update the same record founded before

4 comments

Oleg Drobina

11:37 Aug 23, 2021

Hi Stefano,

There can be a problem with the Region object in configuration or another object and that's why an UPDATE fails. You need to:

1) Check the application logs to see the error message that is returned upon a request

2) Go to configurations and generate source code for all items and compile all items and try updating the record after that

Best regards,

Oscar

Stefano Bassoli

15:54 Aug 23, 2021

Hi Oscar

thank you for you suggestion.

About the first tip, the issues is on cloud creatio instance, how can I access to application logs ?

Oleg Drobina

16:00 Aug 23, 2021

Stefano Bassoli,

Just email us at support@creatio.com to get the logs of the application for some date.

Best regards,

Oscar

Stefano Bassoli

17:54 Aug 24, 2021

Oscar Dylan,

I understood the problem.

The user associated to oauth did not have permission on operation "

CanManageLookups"

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Studio_Creatio

7.15

Check Menu Item

Jose Hernandez

02:57 Aug 18, 2021

Hi,

I added a Check Menu Item on the Actions menu to one of my sections and it works fine, but I have not been able to set the Checked default value base of an attribute set on the init function.

This is what I have:

actionMenuItems.addItem(this.getButtonMenuItem({

                   "Type": "Terrasoft.controls.CheckMenuItem",

                   "Caption": { bindTo: "Resources.Strings.OpenImagesAutomaticallyFromInitialEntryCaption" },

                   "Click": { bindTo: "setOpenImagesAutomaticallyFromInitialEntry" },

                   "Checked": { bindTo: "OpenImagesAutomaticallyFromInitialEntrySetting" }

               }));

but when I go to the menu item, the menu is always unchecked regardless of the value of the boolean attribute OpenImagesAutomaticallyFromInitialEntrySetting.

Any help on how to accomplish that would be greatly appreciated.

Thanks,

Jose

2 comments

Bogdan Lesyk

11:19 Aug 26, 2021

Hello Jose,

Please check my last answer on this post:

https://community.creatio.com/questions/how-make-radio-button-mandatory…

Here I explained how to use attribute "Checked" correctly. Although there is a post regarding radio button, however the required logic for "Checked" attribute will be the same.

Best Regards,

Bogdan L.

Jose Hernandez

17:16 Aug 26, 2021

Bogdan Lesyk,

Thanks Bogdan. I will try that.