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Sales_Creatio_enterprise_edition
8.0

Hi --
We want to put a button on a page that will open a PDF.  We decided one way to do this is to put a link in the page and post the PDF to a Google drive folder.  (see image below)

However, we show the link as the full web address, which looks sloppy/unprofessional.

Is there a way to make a small button that might say "See PDF" and open the link, or put text on the page like "Click Here to see PDF" ?
 

Alternately, is here a way to pop-up a "modal" form or page, where we could paste the text from the PDF?  (Users could click a button, see the pop-up form, then be forced to close that pop-up before continuing)

Any suggestions or alternative idea are appreciated.
Thanks
Rob

This is what we have now:

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You can add a button in the designer normally and then add your own request handler js code to handle the click event. See https://customerfx.com/article/adding-a-button-to-execute-custom-code-on-a-creatio-freedom-ui-page/

As for opening the PDF link, see https://customerfx.com/article/open-a-link-in-a-new-browser-tab-without-being-blocked-in-creatio/

Ryan 

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page designer
Side Panel
page
Sales_Creatio
8.0

Is there a way to remove the record profile panel from a page?  (see image below)
 

We have a simple form that users fill out.  These users are on laptops and having the side panel on the left of the form takes up valuable space on the screen.  We certainly don't need it for the 2 data fields it displays, especially because we show the data again on the page.

Any suggestions?
Thanks
Rob

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Nevermind -- figured it out.

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required fields
Sales_Creatio
8.0

Hello

Before version 8.3.0 if a numeric field is required the value couldn't be zero: zero was considered "null", since numeric values on database have 0 as default value and don't allow null values. In a Freedom UI FormPage a required number had to be NOT zero.

Starting from version 8.3.0 if a required numeric field has value ZERO it's OK. Only if the field cell is left blank the FormPage warns the user that the field is required. This logic is completely different from the one that has been used for years before 8.3.0: is this a bug and will be fixed to restore the previous behaviour?

I think this is a bug since on database numeric fields still have zero as default value and are  set as Not Null, then there's no way to leave null a numeric field, even if it's not required.

Is there some ways to restore the previous behaviour without writing a field validator in javascript in all existing pages?

Thanks

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I need assistance with my use case. When a user sends an email from the Conversations tab on the Lead form page, the system should automatically populate the “To” field based on the Contact selected in the Lead. Currently, agents must select the recipient manually. I want to automate this behavior.

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Autonumber
Studio_Creatio
8.0

Hi all,

I would like to create an autonumber format with the following pattern:

LOS-dd/MM/yyyy-autonumber
Example of the expected result:
LOS-01/02/2025-00001

I have tried using the Autonumber option on the object field (as shown in the screenshot), but it only supports a static prefix and sequential numbers. It does not support adding dynamic elements such as the current date (dd/MM/yyyy).

How can I generate an automatic number with this format?

Thank you.

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Hello,

The standard Autonumber field in Creatio is limited to a static prefix combined with a sequential counter and does not support dynamic components such as the current date. For this reason, the required format cannot be achieved using the basic autonumber settings alone.

To implement such a format, a custom mechanism is required. This is usually done by generating the value at record creation time using a business process or custom logic that determines the current date, maintains a sequential counter, and assembles the final value before saving it to the field.

Alternatively, the same result can be achieved by implementing autonumbering in the same way it is done for out-of-the-box sections such as invoices, cases, or contracts. In these sections, numbering is generated using an autonumber mask handled by platform logic rather than a simple object field setting. Replicating this approach for a custom object also requires development effort, but it allows full control over the number format and behavior, including dynamic elements.

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