Here's the prompt I tried

Summarize the details of all documents attached to an account. The documents are retrieved using the account name from the AccountFile table. Include the document names, creation dates, last modified dates, and any available notes. Highlight any key differences or unique attributes of the documents.

## Process Flow
Process Flow Steps
1. Retrieve Documents:
Use the AccountFile table to search for documents associated with the account id.
Ensure all relevant document details, such as name, creation date, last modified date, and notes, are retrieved.
Analyze Document Data:

2. Extract key attributes of each document (e.g., name, timestamps, notes).
Identify any unique characteristics or differences between the documents.
Generate Summary:

3. Create a concise summary of the documents, including:
Document names.
Creation and last modified dates.
Notes or additional metadata.
Highlight any notable differences or unique attributes.
Present Results:

Provide the summarized details in a clear and structured format.
Ensure the output is user-friendly and easy to understand.

Below are the responses.

It seems there are no attachments currently available for the account "Our company". If you need assistance with uploading or managing attachments, feel free to ask!

I verified the account attachments by using the "Get Documents Content" function, which retrieves the available documents or attachments associated with the account. The result indicated that there are no attachments currently available for the account "Our company". If you need further assistance or want to upload attachments, let me know! 

Hi!

Thank you for your question. To make the AI Skill work with files attached to an Account record (via the AccountFile object), it’s not enough to simply refer to the file source in the prompt — this approach alone will not work.

Recommendation:
We suggest creating a dedicated action or business process that will pass the required files or their content to the AI Skill. Only this way can the AI effectively access and analyze the data.

We also recommend reviewing the following articles on the Creatio Academy:

Best practices for AI skill development

Creatio AI architecture

Thank you for contacting Creatio Support!

Valeriia Ripnevska,

Why is it that the out of the box AI Skill "Get Documents Content" is unable to see the documents? What specifically is that skill looking at?

Valeriia Ripnevska,

Thanks for the response. In that case I have to create a business process which will take the account id, get all the files, extract the content and refer that content in AI skill. 

It would be really helpful if you can suggest a way to extract the content from the file !

Ryan Farley

Its looking in the File table but its supposed to look in the AccountFile table in this case.. that link is missing.

You can return an HTML page from a web service as shown here: https://customerfx.com/article/returning-an-html-page-from-a-creatio-configuration-service/

Ryan

Hello!

In Creatio, there isn't a native feature that directly sends the content of attachments from a record (e.g., Account) to a skill. However, you can achieve this functionality by leveraging the platform's capabilities and some customizations. Here's how you can approach it:

1. Native Support for Attachments
Creatio allows you to store and manage attachments in the "Attachments and Notes" detail of a record.
However, there is no out-of-the-box functionality to directly extract the content of these attachments and send it to a skill.
2. Using Pre-Configured Skills
The "General document handling" skill is designed for working with documents but may not automatically identify attachments in a specific record like an Account.
If this skill doesn't meet your requirements, you may need to customize or extend its functionality.
3. Custom Implementation
If you need to extract the content of attachments and send it to a skill, you can follow these steps:

Step 1: Retrieve Attachments Use Creatio's API or a custom process to retrieve the attachments associated with the record. This can be done by querying the "Attachments and Notes" detail for the specific record.

Step 2: Extract Content To extract the content of the attachments (e.g., PDF, Word, etc.), you will need to use third-party libraries like iTextSharp or PdfSharp for PDFs, or other libraries for different file types. This step will require custom development.

Step 3: Send Content to the Skill Once the content is extracted, you can send it to your custom AI skill for processing. This can be done by creating a custom integration or using Creatio's business process tools to pass the data.

4. Alternative Approach
If you want to avoid manual extraction and third-party libraries, you can:

Use an external service or API that specializes in document processing (e.g., Google Cloud Vision, Microsoft Cognitive Services).
Integrate this service with Creatio to handle the extraction and processing of attachment content.
5. Recommendation
If you frequently need to work with attachments and their content, consider creating a custom module or extending the existing "General document handling" skill to include functionality for identifying and processing attachments in specific records.
This approach will save time and effort in the long run and provide a seamless experience within Creatio.

An easy way to accomplish what you're after is to: 

1. Create a collection parameter in the process
2. Populate the contacts from the ESQ into the collection parameter (see link below)
3. Then use normal subprocess for each contact in the collection

See here for how to add the results of the ESQ from the folder to a collection param: https://customerfx.com/article/working-with-collection-parameters-in-a-process-in-creatio/

Ryan

Ryan Farley,

Thanks Ryan. I'll give this a go now.

Ryan Farley,

I'm still struggling to get the result I'm after with the following code:

Parameters: 
- ContactFolderId (Guid)
- ContactsList (Collection)
    - ContactsList.ContactId
    - ContactsList.Name

var sectionName = "Contact";
var folderId = Get<Guid>("CommunityFolderId"); //"2d3c0306-1e43-4ba7-943b-a3d261b66897";

	var folderSchema = UserConnection.EntitySchemaManager.GetInstanceByName(sectionName + "Folder");
	var esq = new EntitySchemaQuery(folderSchema);
	var dataCol = esq.AddColumn("SearchData").Name;

	var folderEntity = esq.GetEntity(UserConnection, folderId);
	var folderData = folderEntity.GetBytesValue(dataCol);

	var serializedFilters = System.Text.Encoding.UTF8.GetString(folderData, 0, folderData.Length);
	var dataSourceFilters = Terrasoft.Common.Json.Json.Deserialize<Terrasoft.Nui.ServiceModel.DataContract.Filters>(serializedFilters);

	var folderFilters = dataSourceFilters.BuildEsqFilter(
		UserConnection.EntitySchemaManager.GetInstanceByName(sectionName).UId,
		UserConnection
	);

	var contactEsq = new EntitySchemaQuery(UserConnection.EntitySchemaManager, "Contact");
	contactEsq.AddColumn("Id");
	contactEsq.AddColumn("Name");
	contactEsq.Filters.Add(folderFilters);

	var contacts = contactEsq.GetEntityCollection(UserConnection);

	var list = Get<CompositeObjectList<CompositeObject>>("ContactsList");

	foreach (var contact in contacts)
	{
		var item = new CompositeObject();
		item["ContactId"] = contact.GetTypedColumnValue<string>("Id");
		item["Name"] = contact.GetTypedColumnValue<string>("Name");
		list.Add(item);
	}
return true;

When I run the process (passing 2d3c0306-1e43-4ba7-943b-a3d261b66897 into the ContactFolderId parameter, I'm getting an error saying:

Terrasoft.Common.ItemNotFoundException: Value "Id" was not found.
  at Terrasoft.Core.Entities.EntityColumnValueCollection.GetByName(String name)
  at Terrasoft.Core.Entities.Entity.InternalGetColumnValue(String valueName)
  at Terrasoft.Core.Entities.Entity.GetTypedColumnValue[TResult](String valueName)

I tried changing it to the following alternatives but I got the same error:

var item = new CompositeObject();
	item["ContactId"] = contact.GetTypedColumnValue<Guid>("Id");

and

var item = new CompositeObject();
	item["ContactId"] = contact.Get<Guid>("Id");

I feel like I'm missing something obvious somewhere.

Hello,

The issue you are facing is related to how Creatio manages package dependencies automatically.

When you use elements from another package, Creatio adds dependencies which can sometimes lead to cyclic dependencies.

To resolve this:

-Review package dependencies - make sure your package does not depend (directly or indirectly) on a package that also depends on yours, creating a cycle.

-Adjust dependencies if needed - remove or rearrange package dependencies

-Verify current package setting - ensure you are working in the correct package and saving changes there.

-Refactor functionality if necessary — if the problematic field/functionality is not required in your package, consider moving it to a package where it won’t cause cycles.

Proper management of package dependencies and settings should help you avoid these cyclic dependency errors in Creatio.

Hello!

Unfortunately, there is no built-in functionality in the system to achieve this. We haven’t performed such tests or developed any custom code for this specific case.

It’s likely possible to implement a custom solution by creating a server-side event handler that processes records before they are updated (beforeUpdate). This way, you can compare the old and new values of the field and update the necessary data accordingly.

Regards,
Orkhan

Hello,

There is no configurable maximum number of concurrent requests setting in Creatio for custom web services. The idea of a fixed limit isn't practical, because the performance impact of a request depends heavily on what the request actually does.

For example:

• 1k lightweight requests that perform simple data retrieval or write operations may have minimal impact on the system.
• Conversely, 1k complex or resource-intensive requests (e.g. involving multiple joins, integrations, or heavy business logic) could significantly degrade performance or cause failures under load.

Instead of a static limit, Creatio relies on the underlying infrastructure and available resources to dynamically manage the load. When system resources become constrained, the platform will naturally slow down or reject excess incoming requests to protect stability.

We recommend using a batching approach when integrating or calling custom services:

• Start with batches of 2,000 to 20,000 requests, depending on the expected load per request.
• Perform load testing to evaluate how the system responds. If the particular request is lightweight, you can safely increase the batch size.

This approach gives you flexibility and scalability without setting limits that may not reflect actual usage.

Hello,

The “Workforce Engagement Management” functionality you saw in the video is part of Service Creatio - the module responsible for case management, agent productivity, omnichannel communications, and workforce engagement features. 

“Workforce Engagement Management”  enables agents and supervisors to access and update workforce management data via telephone.

Have a nice day!

Hello,

Thank you for your message.

At the moment, displaying file previews or downloadable file links directly within the Timeline tab is not supported out of the box in Creatio. This functionality might require additional custom development.

Hope this will answer all your questions!

 

Hello,
It is hard to understand how the forecast should be configured based only on the description of a desired result. Please take a look at the forecast documentation, perhaps there you will find what you need.
https://academy.creatio.com/docs/8.x/creatio-apps/products/sales-tools/…