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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.

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Anybody can help on this ?

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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

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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.

      A screenshot of a computer</p>
<p>AI-generated content may be incorrect.

       

  2. Column Permissions:

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

        Column Permission Screenshot

     

  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.

      Screenshot of Access rights on the record thru BPM

 

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

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Hello,

Please note that the "Use operation permissions" dictates the main overall rights for the object. If you remove the "Edit" right there, you cannot provide this right in any other way.

In this case you need to enable the "Edit" right there and then customize the conditions in which the users will get these rights. This can be done both by the business processes and especially by the "Use record permissions" detail (which allows you to set specific rights to the records on creation).

Also, in order to be able to set different rights for different records, you need to enable the "Use record permissions" detail anyway (without it enabled, the records are supposed to have unified and the same rights). Please make sure this was done (you may also need to add some settings there depending on your business idea) and check the logic again.

Hello,

Please note that the "Use operation permissions" dictates the main overall rights for the object. If you remove the "Edit" right there, you cannot provide this right in any other way.

In this case you need to enable the "Edit" right there and then customize the conditions in which the users will get these rights. This can be done both by the business processes and especially by the "Use record permissions" detail (which allows you to set specific rights to the records on creation).

Also, in order to be able to set different rights for different records, you need to enable the "Use record permissions" detail anyway (without it enabled, the records are supposed to have unified and the same rights). Please make sure this was done (you may also need to add some settings there depending on your business idea) and check the logic again.

Thank you, Mira. 

I gave it the Edit permission at the object level and enabled the Record level permissions and now it works fine.  Object Permission Screenshot

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Sales_Creatio
8.0

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?random lists

designer

 

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Hello!

The issue described appears to be that certain parent elements were removed from the page’s source code while child elements were added. As a result, these changes affect how pages are displayed at runtime.
You can check the list of elements that do not have a parent in the schema (or try to remove the block in the schema from the custom package).
If the parent element was deleted through the Freedom UI Designer, you can find the diff elements with the remove tag in the replacing page. If you comment them out, the elements will appear again.

If you encounter any problems with this, please contact Customer Support and provide secure access to the system.

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Sales_Creatio
sales_enterprise
Studio_Creatio
8.0

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.

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Hi Ajay,

While the standard IFrame functionality in Freedom UI is designed for displaying external content via a static URL (typically supporting GET requests), rendering the result of a POST request requires a different approach. 
The recommended solution is to implement a custom Freedom UI component using a remote module. This allows you to perform the POST request, handle the HTML response, and display the result directly within the page.

Within this custom component, the implementation typically involves the following steps:
1. Perform the POST request using Angular to retrieve the HTML content from the API.
2. Render the result by either inserting the HTML into the page using innerHTML, or by converting it into a Blob or data URI and setting it as the src of an iframe.

You can refer to the official documentation for implementing remote modules here:
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/front-end-development/freedom-ui/remote-module/implement-a-remote-module/overview
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/front-end-development/freedom-ui/remote-module/implement-a-remote-module/examples/implement-a-remote-module

Additionally, the following article demonstrates how to embed an iframe within a Freedom UI component:
https://customerfx.com/article/embedding-an-iframe-on-a-creatio-freedom-ui-page/

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