Hi Team,

We are trying to automate the data import process in every page (for every data models) of Creatio, instead of manually selecting and importing the excel data into creatio. Is this possible in creatio? If possible to automate what would be the requirements ? Please let me know.

Hi Everyone,

I have a List page connected to my page-level data source. Each of these records also has related entries in the SocialMessage table, which stores comments and likes for my records. I want to show Number of Likes count and Number of Comments count on my List view, alongside fields from the main datasource object.

In Freedom UI, the list view is typically bound to a single data source, and while I can fetch and display these additional related columns via Model.load on the Form page (as labels, after the record is opened), How to integrate these related fields from other tables into my List page layout, so they can appear as columns with the rest of the fields.

The related column setting on the List page doesn't show the SocialMessage table to select those fields.  What is. Workaround for this?

Thanks in advance!

Ajay

Hello everyone,

I am trying to implement a permissions model for a collaborative application in Freedom UI, where different users interact with a record based on their role as explained below -

1. Author – The user who creates the record.
   • Can create new records.
   • Can edit all fields of the records they created, except some restricted fields.
2. Reviewer – A special role that:
   • Can view all records
   • Can edit only specific fields like:
     • Review Comments (this field can only be modified by the Reviewer and not by the Author)
   • Cannot modify other fields (e.g., Title, Description).
3. All other employees:
   • Can create new records (and thereby become a new Author).
   • Can view records created by others (including the fields updated by the Reviewer) but cannot edit other’s records.

 What I have tried so far

1. Object Permissions:
   • Enabled Object-level permissions on the entity.

   • Gave All Employees role: Create and Read rights.

     

      

2. Column Permissions:

   • For restricted fields (Reviewer Comments), :
     • Gave “Permit Reading and Editing” permission to the Reviewer role

     • Gave “Permit Reading” to All Employees

       

    

3. Record-Level Access via BPM:
   • Created a business process that:
     • Triggers when a record is created.
     • Reads the CreatedBy user.
     • Assigns Read and Edit rights using "Change Access Rights" → “For an employee”.

   • This was intended to ensure that Authors can edit their own records.

     

But the current outcome is that while users can create records successfully, they are unable to edit their own records afterward due to lack of permission.

Would appreciate any help on why the Authors are not able to update their own record.  I hope this is a valid scenario supported by Creatio. 

Also, this whole process seems to be a bit tedious. Is there a simpler way to achieve this using the no-code approach (without going into JavaScript coding to set the visible property based on roles)?

Thanks in advance for any insights!

Ajay

Hi,

I wanted to rework Contact page in designer. I deleted default tabs and created new one. When I saved changes and checked the results, I saw 3 lists on the page. They were on default tabs, but now they are directly on the page. 

The problem is that lists are not visible in designer now. Is there a way to delete them from Contact page?

I have a scenario where I need to call a POST API that returns an HTML response. I want to display this HTML content inside an IFrame on a Freedom UI page.

Since the standard IFrame component accepts a URL (which works with GET), I’m not sure about the best approach to:

• Make a POST request,
• Get the HTML, and
• Load it into the IFrame component.

Is there a recommended way to do this in Creatio?
Has anyone implemented this similar solution using a client module or custom JS?

Any examples or best practices would be greatly appreciated!

Thank you in advance for your help.