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Studio_Creatio
Sales_Creatio
Marketing_Creatio
8.0

Hi Team,

I am working on Creatio (Freedom UI) and generating an HTML table dynamically using JavaScript.

After building the HTML string from the table data, I would like to open it in another tab or page.

What is the recommended approach to display the generated HTML table on the new page?

Any guidance or examples would be greatly appreciated.

Thanks!

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Studio_Creatio
Sales_Creatio
Service_Creatio
Marketing_Creatio
Studio_Creatio
8.0

Hi everyone,

I’m looking for a reliable way to display a PDF directly inside a Creatio web page preferably within a Freedom UI page. The goal is to display the PDF on-screen that’s stored as an attachment for the record.

I tried using an IFrame with the file’s OData URL, but Chrome blocks it due to security restrictions (X-Frame-Options / This page has been blocked by Chrome). So the usual IFrame approach doesn’t work.

If anyone has implemented this before, I’d appreciate guidance on:

  • The supported method to embed a PDF inside a Creatio page
  • Whether Creatio has any built-in component or recommended approach
  • Any workaround for loading PDFs from the File entity without browser blocking
  • Options for fillable PDFs (if possible)

Any insights or examples would be helpful. Thanks!

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Hello!

At the moment, Creatio does not provide a native or out-of-the-box widget for directly displaying PDF files embedded within a web page. Attachments can be downloaded or opened in a new tab, but they cannot be shown inline within standard UI components.

However, our development team has already been informed about this request and is actively working on implementing this feature in upcoming releases.

You could try using an object or embed tag. See https://stackoverflow.com/questions/1244788/embed-vs-object

However, best approach would be to create a custom component that uses Mozilla's PDF.js library, which there is an Angular component for: https://www.npmjs.com/package/ng2-pdfjs-viewer

Either way, if the PDF is hosted outside of Creatio, you'll need to add an exception for the domain/url in the content security policy for Creatio to allow it. 

Ryan

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When creating a case automatically from an email, is there a way to configure it to add the attachment of the email as an attachment of the case?

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Hello,

At this time, the system does not provide out-of-the-box functionality to automatically attach files from incoming emails to the Attachments list within a case. Email attachments are stored in the ActivityFile object, while case attachments are stored in the CaseFile object, so they are handled separately by design.

As a workaround, you can implement a business process that copies files from ActivityFile to CaseFile whenever an email is linked to a case. Below is an example of how such a process can be configured:

image.png
image.png
You can learn more about setting up business processes at the following link:
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/system-actions/process-file-element


Best regards,
Malika

 

Malika,

Thank for responding ! The pictures you sent does not appear ! can you please send them again :) 

Astro Developer,

Of course. Attached the screenshots below:



Best regards,
Malika

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Sales_Creatio
8.0

Hi everybody, I have the following task: 

on some form a "Product" field exists. After it's value had changed, I need to fill two subordinate objects (details) on the same page. Logic:

{
	request: "crt.HandleViewModelAttributeChangeRequest",
	handler: async (request, next) => {
	if (request.attributeName === "Product" && !request.silent) {
		const product = await request.$context.Product;
		console.log(typeof product);
		if (typeof product === "object" && !Ext.isEmpty(product)) {
			await FormFunctions.processProductChange(request);
			const saveResult = await this.handlerChain.handlerChain$.process({
				type: "crt.SaveRecordRequest",
				preventCardClose: true,
				$context: request.$context
			});
			debugger;
			if (saveResult) {
				await FormFunctions.fillOrderItemTopics(request);
				await FormFunctions.fillOrderItemStructure(request);
			}
		}
	}
}

unfortunate result:

if the same task is being solved as some handler on some button, no problem occurs. Any suggestions please? 

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Pricelist
order
Product
price
Sales_Creatio
8.0

Hi everyone,
I added the Price List field to the Account object (it’s hidden by default).
When I select Partner Platinum for an Account and create an Opportunity for that Account, the product prices still use the base price list instead of the Partner Platinum list.

Is there anything additional I need to configure so the Opportunity uses the Account’s Price List automatically?

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