Hi, The process for our team to create quotes is a labour intensive one; adding an individual product, updating the fields etc.

We have an excel quote calculator already, so I tested using this to generate an import file to use, as I saw this option. However, I cannot get this to work. My import file has these columns, which I map to the Creatio fields:

FILE                                 CREATIO
Product Description - Product (lookup)
Start Date - Support Start Date
End Date - Support End Date
Quantity - Quantity
Unit List Price - Price
Discount - Discount %

Can anyone give me guidance on what is required to use this capability, as I really need to make this a more efficient process for our team. If you have an alternative method of creating quotes more efficiently, especially if direct from Excel to Creatio, I would love to hear what you have done.

thanks

Mark

Hi,

I have a question related to Freedom UI metadata handling.

In a Freedom UI page, if I already have the value of entitySchemaName (for example: Account, Contact, Case):

1. Is it possible to dynamically load entity schema metadata (list of fields / columns) at runtime based only on the entitySchemaName?
2. Is there any supported API or request (client-side or server-side) to retrieve entity fields, their data types, or lookup information dynamically?
3. If Freedom UI does not support dynamic metadata loading, what is the recommended approach for handling scenarios where entity information is only known at runtime?

Thanks in advance.

Hi.

Please see the two images below -- I have a 2 number input components.  The sum of the two must equal 100.  When I put a value in the first, like "20", the line lights up red because 20+0 <> 100.  That's fine.

However, after I put "80" in the second box, the first one still has the red line indicating the original error.

Is there some way to get both lines back to black?

Thanks
Rob