Время создания
Filters
Freedom_UI_–_How_to_Implement_Optional_Global_Interactive_Filters_on_Dashboard?

Hi everyone,

I’m building a Freedom UI dashboard based on the Website Form Submission object and need help implementing global interactive filters.

Use case:

  • We have filters like Location, Service Type, Form Type, etc.
  • These filters should dynamically affect all widgets (metrics and charts) on the page.
  • If a filter value is selected → widgets should update accordingly.
  • If no filter value is selected → all records should be shown (no filtering applied).

Currently, when using Page Parameters with widget-level filters, if the parameter is empty, the widget returns 0 records instead of showing all data.

What is the recommended way in Freedom UI to implement optional global filters that:

  • Affect all widgets
  • Ignore empty parameters
  • Work reliably for Metric and Chart components?

Should this be handled at the main data source level instead of per widget?

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Studio_Creatio_free_edition

I installed 8.3.2.4199 on my Windows with SQL Express. All worked perfectly and was able to login.

But I am getting below error when i Did first compilation without making any changes. But system is still working fine. Is there any configuration missing?

"../../CrtML/Assemblies/Terrasoft.ML.Interfaces/Terrasoft.ML.Interfaces.dll" is either a path which could not be found or it is a full assembly name which is badly formed. If it is a full assembly name it may contain characters that need to be escaped with backslash(\). Those characters are Equals(=), Comma(,), Quote("), Apostrophe('), Backslash(\).

 

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2 comments

This is not an error, just warning. It causes no trouble and doesn't affect a compilation result. In case you don't want to receive such kind of messages, please lower the system setting value used for displaying compilation errors / messages by yourself or ask support to do it. I believe the setting's code is CodeCompilerWarningLevel. Please try to set it to 1, by default it is 2. 

Hello.

This warning is related to the way MSBuild interprets the assembly reference path during the build process. In particular, it reports that the specified assembly name or path:
...\CrtML\Assemblies\Terrasoft.ML.Interfaces\Terrasoft.ML.Interfaces.dll

Such warnings can occur when the build system evaluates assembly references that include special characters, long paths, or are resolved dynamically at runtime.
Importantly, this warning does not prevent the assembly from being loaded correctly, and the compilation continues successfully. Therefore, it can be safely ignored as it does not affect the normal operation of the system.

Additionally, this warning is already resolved in version 8.3.3.

Best regards,
Antonii.

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errors
NewtonSoft.Json
compile
Financial_Services_Creatio_sales_edition
8.0

I have a few different Creatio instances running on a Windows server, some running PostgreSQL and other SQL Server. Everything was working fine until late last week when I moved a few things around:

  • Rearranged the folder structure
  • Removed applications from IIS and recreated them pointing to the new folder structure
  • Updated the connectionstrings.config to point to a different redis database
  • Changed the nlog.targets.config to point to the new folder structure

The database user.connection is good.

After all that, I rebooted just to make sure everything started fresh. Upon trying to log in to any of the sites/apps, I get prompted for the username & password. I would get stuck looking at the Creatio logo. Nothing would ever happen. I ask AI, and it suggests to delete the folders Pkg, Autogenerated, and Lib beneath Terrasoft.Configuration and they'll be regenerated. That yields some progress. Now when I log in, I get prompted to recompile. The recompile fails with a lot of errors - all seemingly related to the missing assembly Newtonsoft.Json:

  • CompatibilityMock.CrtCoreBase.cs (The type 'JsonConverter' is defined in an assembly that is not referenced. You must add a reference to assembly 'Newtonsoft.Json...)
  • BaseNotificationProvider.CrtCoreBase.cs (The type or namespace name 'JsonPropertyAttribute' could not be found)

I've tried dropping copies of the Newtonsoft.Json assembly anywhere and everywhere I think it might look for it:

  • Terrasoft.Configuration\Pkg\CrtCoreBase\Files\Bin
  • Terrasoft.Configuration\Lib
  • Terrasoft.Configuration\Pkg\CrtCoreBase\Autogenerated\Lib
  • It already exists in Terrasoft.Configuration\bin

And it still fails with the same error.

Any suggestions on what to look at? Where to look? This is beyond frustrating. And it's probably something simple that I'm forgetting. 🤣

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mobile
QR Code scanner
Mobile_Creatio
mobile sdk
Mobile_Creatio

Hello Everyone,

Does anyone know if Bluetooth barcode scanners can be used with the Creatio mobile app (alongside or instead of the native camera)?

I’ve seen mentions of Bluetooth scanners working with the web application on tablets, but I haven’t found confirmation of this for the mobile app. The Academy documentation only references the native camera.

Has anyone implemented this in mobile? If so, what approach did you take and were there any limitations?

Thanks in advance.

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Sales_Creatio

We're a new client trying to get our production environment up and running with data loaded from our prior CRM (millions of records). We had been able to push updates and/or new records via the DataService adhering to the service limitations but our instance now seems to be unresponsive.

Has anyone else had this experience trying to bring in historical data? Are there any recommendations or guidance on making the process more painless?

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Often the unresponsiveness after loading a lot of data is due to Creatio's live update feature. Basically, many Creatio objects have live update enabled, which means for any add or update, it sends a signal back to the browser so the browser reloads the UI to show the updates/adds that occurred on the server. When loading in a large set of data, that causes a socket back to the browser for every single add or update, which the browser then reloads the data causing a request to be made back to the server to retrieve the newly added or updated data. So if you're loading a million records, that could also mean a million socket signals sent back the UI, and if your browser is open and viewing that record type, possibly a million requests to the server to load the data. All of that extra communication can cause things to get overwhelmed for large amounts of data to say the least. This feature is great for normal user activity, but when loading large amounts of data causes too much overhead. (I show below how to turn this feature off)

To get things responding again, you can restart the Creatio system which scraps all the pending socket requests.  Don't do it while the data is loading, but after or when paused. I use Clio Explorer for this. Once installed and you've registered the system (also need to install Clio API package in the system which Clio Explorer can do - refer to linked article), you'll see a restart option on the menu for the registered system.

However, if the system currently isn't responding at all, you might just need to contact support and they can restart the system from their end (but for next time, this option of using Clio is quick and easy).

While you're loading the large amounts of data, you can turn off the Live Updates feature altogether. Then once the data is all loaded, turn it back on again. 

To turn off Live Updates for the entire system, go to the features page https://yourcreatiosystem/0/flags then search for the feature called LiveEditing and disable it (see below). Uncheck "Is enabled" (if checked) and also uncheck for "All employees" and also "All external users" (technically, only needs to get disabled for the user you're connecting via DataService or OData with, but I just turn it off for all). Then click Clear Cache button.

Now, it will no longer add all that extra traffic with sockets back to the browser and reloading of data from the server. Then once complete with the migration you can turn that back on again. 

Ryan

Brendan,

Hi Brendan, in general the best practice is to migrate large amount of data from the source DB to creatio via DB server tools outside of the system and then use the DB prepared before implementation. If you still want (or you no other option) to do it record by record, then I agree with Ryan's advice to disable live update. The second thing is that you have to control batches length and periodicity. Couple hundreds of records in a sigle batch, and batch every 5 minutes will be ok. The third thing is to move firstly active records from the source system (for instance lately edited by the timestamp of the record itself or it's connected records, for instance payments) by some triggered event and the rest historical data normally by batch outside of business hours etc.

Hi Dmitry, Hi Ryan, 

Both excellent advice and tutorials :) (Academy could use the upgrade ;) ) 

what kind of db server tools do you use with Creatio ?

Damien Collot,

for MS SQL - native SQL Management Studio and for profiling ExpressProfiler, for the Postgre SQL - JetBrains tools then :)

Damien Collot,

The idea is that you request a database backup from support, then do the migration directly to the database itself, then provide the database back to support to put back in place in the cloud. 

I've done a few large migrations this way and without question it is faster since you are doing things directly on the database level. If both the Creatio database and the source database are the same type of database such as MSSSQL or Postgres you can load millions of records into tables in seconds using insert into or using cross database queries, etc. If they're different database types you can still use things like MSSQL's import to load the data to Postgres or even add it as a linked server. However, a possible downside is that you no longer have the Creatio object model to do things automatically, for things like record access rights, etc - so you do have to also create those as well (or re-enable the record access rights after loading the data to let Creatio recreate those, if that scenario works and no special access rights are needed). Obviously, processes don't trigger for this approach so you need to make sure you account for any data added or updated normally from those. Also, loading attachments can be a problem with this approach. In prior versions the attachment file was stored in the database so you could load the file bytes in using a tool or custom code, however, now that the file is stored in outside locations such as S3, that approach no longer works.

Ryan

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