Can you include basic calculations in Creatio dashboards, like adding or dividing existing displayed data? For example can you have a metric showing applications, another one showing sales and a third one showing the percentage of sales v applications?
Not currently, but the roadmap shows that is coming sometime Q1 2026 - no specific target version for it, but hopefully soon!
For now, I typically use database views to do the calculations and then use that instead. Only option I can think of currently for Freedom UI - If you're using classic dashboards that is a different story, there is a marketplace add-on available for that.
Does this still work as far as you know, or if it does what I am looking for? The features shown come standard with Creatio and it hasn't been updated in 3 years, so I am skeptical but just asking. https://marketplace.creatio.com/app/calculated-metrics-creatio
I think I know the answer to this but is it still not possible to go to an added record (form page) automatically at the end of a process? At the moment you have to use the open edit page, which requires the user to save (complete step) and then takes them back to where the process started.
Not without something custom. I typically will add something that listens for a message sent from processes with the Id of the record to navigate to. This way it opens normally like any page and doesn't leave a process task leftover if the user doesn't save.
You are correct. At the moment, there is no out-of-the-box functionality that allows automatic navigation to the form page of a record created in a process at the very end of the process execution. The standard behavior when using Open Edit Page still requires the user to complete the page step, after which the process finishes and returns the user to the original context where the process was started.
If such navigation is required, it can only be implemented via customization. There is currently no built-in or declarative way to achieve this behavior using process elements alone.
Creatio has the ability in charts to set "top N" limits for dashboard widgets like bar and column charts through the code, by modifying the rowCount property (path config > series > data > providing > rowCount) but this property isn't surfaced via the Page Designer UI. This is often a very useful feature, and so it would be good to make it possible to set it via the Page Designer UI to reduce the need to make page code changes.
At the moment, it seems like the Page Designer can quite easily accidentally override the rowCount value by changing small config settings in the graph as well, which is bad for causing regressions. If this were surfaced in the Page Designer, this would presumably resolve this issue too.
We are using a Freedom UI application and want to restrict Quotations visibility by role (e.g., R&D users should only see records with Status = Quote / R&D Review). In Classic UI this could be done via Section access → default folder by role, but we do not see this option in Freedom UI. Can you please confirm whether role-based default folders / section access are supported in Freedom UI? If not, is Object permissions with conditional Read access the recommended and supported approach? Please advise on best practice.
