Very often CRM customers would like to set permissions on MS-Word Reports, to allow each users role to generate "only their reports".

The Report setup interface doesn't allow to set the roles allowed to select the report, and the SysModuleReport entity doesn't have the Record Permissions enabled.

How is it possible to setup permissions in MS-Word Report in Creatio?

Thanks

Regards 

Hi, everyone! 
I am having trouble with editing Accounts form page in Custom 360.  I decided to try moving our system from Classic UI to Freedom UI, so I'm testing all the features on Dev. When I`m saving the Freedom page after adding some elements that were inherited from the Classic UI I am experiencing the following:

I've read the available article on the issue in Creatio Academy, but I still do not understand how to move packages and where.
More to it - the Custom package is at the end of the hierarchy as it should be - I cannot understand what the issue is here.

Can somebody explain what I should do in order to edit Freedom Accounts form page with all inherited elements from the Classic UI? I've never moved packages anywhere and never worked with dependencies. 

Thanks in advance

Hi ,
I am working on a Freedom UI scenario where I need to perform an action on any record edit page (Contacts, Accounts, Leads, custom objects, etc.).

I need some guidance on how to achieve the following:

1. Detect when a section record page is opened (Freedom UI)
2. Automatically read the current page’s recordId and the entity schema name dynamically
3. Automatically show a button in the Page Toolbar (without manually adding it on every section page)
4. When the user clicks the button, I just need to call a REST service that uses:
5. The requirement is that the user should not write any code and the button should auto-populate for all existing sections that have an detail.

I explored Freedom UI page events, environment context, Remote Modules, and client modules, but I could not find a clear example that lets me get both recordId and schema name dynamically for ANY section (Contacts, Accounts, Leads, custom objects, etc.) or inject a toolbar button programmatically across all pages.

👉 Is there any recommended way in Freedom UI to:

• globally detect the current entity/page context,
• retrieve recordId + schema name,
• and auto-add a custom action/button?

Any examples, API references, or best practices would be very helpful.

Thanks in advance!

I am trying to make a filter system so that the record only appears to the user who is assigned a task (in the list page)
this is my configuration

however when i create a new record and the task is given to a user (SalesJKT1) the task(Open Edit Page Notification) is shown on SalesJKT1 but the record is not showing for SalesJKT1 

How do i make it so that the table only shows the records that are currently being done by the user

Stages
New => Fill 1 Column => Approval => Done/Rejected
New = the task is given to the user who creates it(in this case SalesJKT1 so only SalesJKT1 can see the record)
Fill 1 Column = SalesJKT1 fills the column and save then go to next stage(still only SalesJKT1 can see)
Approval = SupSalesJKT Approves(only SupSalesJKT can see the record at this stage, so the SalesJKT1 Can no longer see the record)
Done/Rejected = SalesJKT1 can see the record but SupSalesJKT cannot see the record

Hi.

We are building out a simple "Help Desk" form as a test.  Depending on the selection made in a drop-down, we hide certain components.  However, the component is hidden, but the space is occupied remains.  So, our form remains long, and with empty space.  Is there some way to fix this?  (see images below)

Thanks!
Rob