<aside> 📢 Important: In the Files Extended extension, the [Attachment and Notes] object has been expanded for basic objects that are available in all configurations:

• Contacts;
• Accounts;
• Employees;
• Activities;
• Mail templates;
• Business processes;
• Mailbox synchronization settings.

If you have a base section that is not listed above in your version of the Creatio application, you need to create a replacement object for its [Attachment and Notes] object in the configuration. Otherwise, errors will occur when working in this section.

Or after installing the extension, necessarily run the [Generate source code] action and, after that, run the [Update database structure] action for every schema of the [Files and Links] object of the base sections.

</aside>

Online document editing is performed using OneDrive. For this to work correctly, follow these steps:

1. Switch the Creatio application website to HTTPS.

2. Register and set up the Creatio application at Microsoft Azure.

   <aside> 💡 Note: Microsoft may modify the rules for registering a new application. Pay attention to the registration rules while setting up.

   </aside>

Getting Creatio application URL

To get the correct URL of the Creatio application, follow these steps:

1. Go to the [Studio] workplace → [Web services] section.

   

2. Open the service record named [Microsoft Graph].

   <aside> 💡 Note: An informational message is displayed when the entry is opened.

   

   </aside>

3. Go to the [Authentication] tab and press the button. The application authorization page will be opened in a new window.

   

4. Copy the URL of the Creatio application.

   

<aside> 📢 Important: If you use a Microsoft 365 account, you need to update the following fields:

• Auth code request URL - https://login.microsoftonline.com/common/oauth2/v2.0/authorize
• Access token request URL - https://login.microsoftonline.com/common/oauth2/v2.0/token </aside>

↑ To top

Registering Creatio application in Microsoft Azure

1. Go to Microsoft Azure App registrations page and click the [New registration] button.

   

2. Fill in the fields in the register an application form according to the table below. Click the [Register] button.

   • Name: name of the Creatio application.

   • Supported account types: who can use this application or access this API.

     Select the [Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)] option.

   • Redirect URI (optional): enter your Creatio application URL link.

     <aside> 💡 Note: Take a look at [Getting the URL of the Creatio application].

     </aside>

   

3. Go to [API permissions] tab.