I'm learning Creatio (version 8.3) and I'm trying to create a dynamic folder in the Contacts section that filters contacts with overdue meetings. When I select "Activity (by column Contact)" the Column dropdown shows me options: quantity, active processes, created on, due, duration (minutes), modified on, remind author on, remind owner on, remote calendar created on, sent on and start. But there is no "Category" column.
Is there a different way to filter by Activity Category in version 8.3?
I am trying to implement a requirement in the Lead Section where the Product Detail (list) must be mandatory. If the list is empty, the user should be prevented from saving the Lead or moving forward.
I am trying to achieve this via Business Processes/Business Rules.
What I've tried: I attempted a Business Process triggered by a Lead Signal to show a dialogue box/Pre-configured page.
My Questions:
Is there a way to use Business Rules to validate if a Detail (List) has at least one record?
Is there a "Pro" no-code workaround to block the "Save" button if the product list is empty?
Any advice on the best architecture for this (DCM vs. Process vs. Hidden Validation Fields) would be greatly appreciated!
If you're trying to enforce this validation while the Lead is still in Add mode (new record), there is an important limitation to consider: the user cannot add records into the Product Detail until the main Lead record has been saved at least once. Because of this, making the detail mandatory on the initial save would prevent the user from ever creating the Lead.
If the requirement is instead tied to a specific stage or status transition, a better approach would be to override the save logic (for example using a crt.SaveRecordRequest handler in Freedom UI) and validate whether the Product Detail contains at least one record before allowing the save or stage movement.
Business Rules themselves cannot directly validate whether a Detail/List contains records. A common approach is:
Use client-side validation in the save request handler, or
Maintain a hidden boolean/count field updated via Business Process and validate against that field.
When contacts are created through a landing page the "full name" is not populating. First and last name are filled in the landing page, but the automatic concatenation is not working for full name. Thanks!
Please check the mapping fields configuration your landing page settings. Ensure that the "Full name" field is added in the landing page. If the mapping is set for first and last name only, the "Full name" will not be populated automatically, so you need to make sure that the correct field is added.
Currently working on customizing our portal to have the exact colors for branding guidelines. I noticed that graphs only have a small set of specific colors to pick from, and it does not seem possible to override using MainHeaderSchema replacing view since it is rendered via a Canvas element. I was wondering if it was possible to go in and actually replace the values of the enums for colors found in ModuleSectionEnums within the CrtWizard7x package. We are also on cloud.
Any information would be super helpful! Thank you!
In Freedom UI Next Steps and Timeline, there is an icon that shows for the activity category.
For new/custom categories, is it possible to set an icon somewhere? The new/custom categories show the To-do icon currently (It's technically a mat-icon) I'd love to set a custom icon for those. Anyone know if this is possible?
