I´m currently working on a project using documents in Freedom UI, and i was wondering if anyone has successfully implemented PDF generation directly from Creatio using a library in source code without relying on paid marketplace add-ons.
I came across this POST wich outlines an approach that seemed this method may no longer be applicable in the most recent versions of Creatio.
Any insights or shared experiences would be appreciated.
Can't really do it without a 3rd party DLL or service. Some of the newer marketplace addons use the Free Spire.Doc .NET library, which is pretty easy to work with and would be easy to implement. There is a paid version of Spire.Doc, but the free version would likely suffice for most purposes (and can be used for commercial purposes)
I am developing a custom UI component using the angular remote module provided by Creatio.
The front-end part will be in the angular project. Now, If I want to call a server action(for ex: from my custom component a button click -> pass the record id to server action -> get the record retrieved and perform more server actions) where should I put that logic and how to call that logic from remote module?
Also, how do I run/debug the remote module during the development?
If I want to ship this source code along with my package
You could sync your workspace to Creatio, add it in the package there and then download the workspace back and you'll see it under the Schemas folder. Or you could add it under Files\cs
On Freedom UI, in the list pages, I'd like to display the number of results with a possible filter like we used to with Classic UI with the Summary Sheet.
On Classic UI, you could also display the sum of numeric fields as the amount excluding tax.
I have implemented it and it works fine. The thing that I'm missing here which is very important in my case, is that I want the "SmsText" parameter to have dynamic values inside it. For example in the "SmsText" message value i want to have "Hi " + Contact.Name. This solution provides only static text which in most scenarios the sms message text should be dynamic.
Could you give any idea/solution on how i can implement in my case?
I have a set of email templates I would like to use to respond to clients. When I set a Macro Source to create Custom Fields from, the message template then disappears from the list of available templates to use. This is regardless of if I use a custom data source, or an OOTB one like Accounts or Contacts
.jpg){kind=avatar}
