Время создания
Filters

Hi Team, Somebody knows if is possible display the pop up for unsaved changes once we change from edit page to another section? It seams there don't pop ups and just discart the changes. Example, open contact edit page, make a change and click the accounts sections.

Thanks,

 

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Hi All,

I created a business process that runs every 15 mins to read all activities that have result not filled in and I want to send pre-configured page to all users for each of these activities to fill the result. But the page is not popping-up; although the notification is working and the user is getting the notification in the notification panel.

Thanks for your help!

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Hello Puneet,

Thank you for your message.

If a business process is configured to start using a Start timer (for example, every 15 minutes), the process is executed by the system scheduler. In this scenario, the process runs in the background on the server, without direct interaction with the user session.

As a result, all elements that follow the Start timer event are also executed in the background context, regardless of their individual settings. Because of this, UI elements such as pre-configured pages cannot be opened automatically for users.

Instead, when the process reaches the step that requires user interaction, the user receives a notification and can open the corresponding page from the Process Actions sidebar to complete the step manually.

This is expected system behavior when processes are initiated by a timer.


 

Andrii Kendzor,

Thanks for your response. How can I make it work as in user gets the popup of pre-configured page?

Hi,

Thank you for your question.

A pre-configured page can only be displayed automatically when a business process is executed within an active user session. Since your process is started by a Start timer, it is executed by the system scheduler in the background, and therefore it cannot open UI elements such as pop-up pages for users.

To achieve the behavior you described, the process would need to be started within a user session, for example by a button or manual process launch. In such cases, the pre-configured page can be displayed as a popup for the user.

If the process must continue to run automatically every 15 minutes, the recommended approach is to keep the timer-based process and notify users through notification panel, from where they can open and complete the task.

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#approval
FreedomUI
#filter

Hi everyone,

We are currently working on a project where we are using the new Approvals component for a custom object. So far it works well for managing the approval flow, but we are facing some limitations when trying to build advanced filters that involve approvals.

For example, our custom object is “Quotations”. We would like to create a filter to display all Quotations that have approvals with the status "To set".

However, when configuring the filter in the section, the “Approvals” object does not appear as a related object, which means we cannot reference approval records in the filter conditions.

Has anyone faced this situation before or found a workaround to filter records based on the status of related approvals?

Any suggestions or best practices would be greatly appreciated.

Thanks!

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Hi!

Currently, there isn’t a built-in way to filter records in a section based on the status of related approvals when using the new Approvals component. The approvals are stored in SysApproval, which is not exposed as a related object in section filters.

As a workaround, you can create a database view based on the SysApproval table filtered by the required `ReferenceSchemaName`. Then create a virtual object in Creatio that is bound to this view and includes the necessary columns.

After that, configure the field that links to your main object (for example, `EntityId`, renamed to something like `QuotationId`) as a lookup to the Quotations object. Once this relationship exists, the virtual object can be used in filters, which will allow you to filter Quotations based on the status of related approvals.

This approach helps expose approval data for filtering purposes when using the new approvals mechanism.
 

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FreedomUI
Feed
reply
emails
dynamic case management
Service_Creatio
8.0

Hello Community,

In the Freedom UI Cases form page, there is a Feed where emails are displayed. If a message contains an email, we can reply to it using the Reply button in the message.

Is there a way to override or customize the handler for the Reply button in the email message?

Specifically, I’m interested in understanding whether it’s possible to intercept or extend the default reply logic (for example, to add custom validation or execute additional logic before adding the email response form).

Any guidance on the correct extension point or recommended approach would be appreciated.

Feed image

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The request for this button is "crt.ReplyEmailComposerRequest"

The request for this button is "crt.ReplyEmailComposerRequest"

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Marketing_Creatio
8.0

Hello community,

I need to use openCardInChain COPY for the campaign entity on a freedom page.

My goal is to copy a campaign and the associated business process.

Do you have any suggestions on how to proceed?

 

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