Hi Team,

How can we perform a validation before moving a record to the next stage using OOB configuration?

Use case:
Before moving an Opportunity to Closed Won, I need to validate that the related Opportunity Products count is greater than zero.
If there are no products, the stage transition to Closed Won should be blocked.

What is the recommended OOB approach to achieve this validation on related object records during stage transition?

When editing/deleting an existing inhereted data-model, has a compilation error:

This is a cloud Demo environment, so I can't troubleshoot the error from .cs file.

So, in a new demo instance of Creatio, you can go to a message template and click the edit template button. When you do this, you will notice that a new tab is opened and a full page content panel is opened.  This is actually a classic module, but you will notice in the url for the page, that it's using the classic shell (/Nui instead of /shell).  Really, it opens without any shell at all.

I have a custom version of the same content editor, but when we open this module page the same way, you can see that it initially pops to the right url (similar to the demo instance), but it is immediately routed to a /shell url and stops there. 

I don't know if there's some internal router exception for the default editor module in Creatio that allows for it to open under the classic shell or if there's something else I'm missing.  In debugging the code, I open the page the same way, simply calling window.open and passing in the url with the same structure. 

For those familiar with this module, it's not entity bound, so you can add an exception in UI management. Wouldn't matter anyway, since the default creatio editor isn't doing this either (url would reflect the /shell path, instead of the /Nui classic path).

Anyone have any experience with this?

Jeremy

Hi All,

I seem to recall that there was a release note, that's it's possible to add mutiple items from a lookup to a single object. However I can't seem to find any info on it. Can someone please point me in the right direction?

I have a query regarding reporting functionality in Creatio.

Could you please help clarify how we can configure custom visualization charts using data from a Creatio object and include these charts in a printable report?

I have noticed that printable reports can be generated in Word format. I would like to understand whether there is a way to configure these reports to be generated in a personalized PDF format, particularly when they include custom charts or visual elements.

Any guidance on the supported configuration options would be greatly appreciated.