Время создания
Filters
Filters
lookup
dropdown
FreedomUI
handlers
Sales_Creatio_enterprise_edition
8.0

Hi Community,

We have a requirement where we need to create a filter for a specific lookup (“Responsável”) based on the value of another lookup (“Empresa Interna”). You can see both fields in the image below.

To achieve this, we tried implementing the filter using crt.LoadDataRequest, which works. However, the filter only executes once. This means that if we change the “Empresa Interna” value again, the “Responsável” lookup does not update accordingly.

So far, the only workaround we’ve found is to open the lookup in a Selection Window. In this case, the filter executes every time we open the lookup selection page.

However, this is not ideal, we need a way for the filter to execute multiple times when using the dropdown option.

Someone had an issue similar to mine https://community.creatio.com/questions/dynamic-lookup-filter-freedom-ui, but the solution is not clear enough.

How can we apply dynamic filters to a dropdown lookup in FreedomUI? 

Thank you.

 

Best Regards,

Pedro Pinheiro

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Hi all,

By default, when a recipient unsubscribes via email, the system updates the global “Do Not Email” flag. This effectively blocks all future marketing communications.

I’m looking to understand whether it’s possible to refine this behavior to support more granular subscription management based on email types or content themes.

Use case:
A contact may want to continue receiving event-related communications (e.g., invitations, updates) but opt out of product-related marketing emails. Currently, unsubscribing from one email type results in a full opt-out, which limits our ability to manage preferences more precisely.

Has anyone implemented a solution that allows for segmented or preference-based unsubscribe handling (e.g., by category, topic, or campaign type)?

Appreciate any insights or best practices.

Thank you,
Damien

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Hi @Damien! How are you? Did you check this article: https://academy.creatio.com/docs/8.x/creatio-apps/products/marketing-tools/email-marketing/classic-ui/additional-setup/manage-subscriptions-for-various-email-types
We have a landing page where we redirect the user when they click on unsubscribe, and we show them all the types of emails, indicating with toggle buttons which ones they are subscribed to and which ones they are unsubscribed from. We can even define types of emails that the user cannot unsubscribe from.

Hi @Damien! How are you? Did you check this article: https://academy.creatio.com/docs/8.x/creatio-apps/products/marketing-tools/email-marketing/classic-ui/additional-setup/manage-subscriptions-for-various-email-types
We have a landing page where we redirect the user when they click on unsubscribe, and we show them all the types of emails, indicating with toggle buttons which ones they are subscribed to and which ones they are unsubscribed from. We can even define types of emails that the user cannot unsubscribe from.

Uriel Nusenbaum,

I somehow missed it , thanks ! 

But the other way round, how does the system know who it can send emails to. By default, doesn't the system look at the "do not email" field ? (in the case someone unsubscribes only for some type of communications). 

Cheers, 

Damien

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formula
DateValue
Business Process
Integer
datetime
Studio_Creatio_enterprise_edition
8.0

I have a business process that needs to calculate the a date for a record's date field. Users input integers to represent Day. I need to use the current date to capture the year, and month  for example. What should the formula look like to return those three values as a date value in a parameter that I can set into a record's field?

This for reference, does not work:

DateTime([#System variable.Current Date#].Year,[#System variable.Current Date#].Month,1)

I get an error: Parameter "DateDateTimeUtilities" not found

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So what I did was:

DateTime.Parse(([#System variable.Current Date#].Month).ToString()+"/'+[#User input day of month parameters#].ToString()+"/'+([#System variable.Current Date#].Year).ToString())

Hello.

Please use the following formula:
([#System variable.Current Time and Date#].AddDays(1 - [#System variable.Current Time and Date#].Day)).AddDays([#EnteredParameter#] - 1)

Where #EnteredParameter# is the value provided by the user.

This formula takes the current date, resets it to the first day of the current month, and then adds the number of days based on the entered parameter. As a result, it sets the desired day within the current month, while preserving the current time according to your requirements.

Best regards,
Antonii.

After fooling' around with different functions, DateTime.Parse() actually works for my use case too. withe MM/dd/YYYY format. I am able to use my parameters with the .ToString() to create the date I need.

So what I did was:

DateTime.Parse(([#System variable.Current Date#].Month).ToString()+"/'+[#User input day of month parameters#].ToString()+"/'+([#System variable.Current Date#].Year).ToString())

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Hello,

Does anyone know how to set it so an event can automatically create a task for a user? Thanks.

 

Matt 

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Need more info, but business processes can create tasks user directed or on data triggers. Progress bars can create tasks automatically based on a records stage/status. There are many ways to accomplish your general ask.

Hello.

As Sara already mentioned, there are multiple ways to achieve your task depending on your business logic and requirements.

Please review the following articles, as they provide detailed guidance and examples that may help you choose the most appropriate approach for your use case:

https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/pr…

https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/pr…

https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/dynamic-case-setup/case-designer-elements-reference/task-case-element

Best regards, 
Antonii.

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attachments
FreedomUI
handlers
file upload
Service_Creatio_enterprise_edition
8.0

Hi Community,

Since the last update, some files are not being uploaded correctly. It appears that the upload process terminates before the entire file is uploaded, which results in corrupted files.

To determine whether this sudden termination is not user-related, we want to add a popup that appears right after the upload process finishes. This way, the user can only navigate through the app once the upload is 100% complete.

To achieve this, we tried using the UploadFileRequest handler, but it only executes at the start of the upload and does not wait for the process to finish:

{
	request: "crt.UploadFileRequest",
	handler: async (request, next) => {
		const result = await next?.handle(request);
 
		const dialogService = new sdk.DialogService();
		await dialogService.open({
			message: "O upload do documento foi iniciado. Para ficheiros grandes, poderá demorar mais tempo. Por favor, confirme se foi concluído com sucesso.",
			actions: [
				{
					key: "OK",
					config: {
						color: "primary",
						caption: "OK"
					}
				}
			]
		});
 
		return result;
	}
},

Could you please help us solve this issue?

Thank you.

Best regards,
Pedro Pinheiro

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