Время создания
Filters
mobile
filter
quick-filter
list
Studio_Creatio
8.0

Hi,
Is it possible to manage quick filters on the list view in the Creatio Freedom UI mobile app the same way as in the browser version?
What I need:

  • Add custom filters
  • Multiselect filters
  • Restrict the static list of values available in a filter - for example, in the Owner field, show only contacts of the "Employee" type

I've noticed that the set of filters is tied to the set of columns displayed on the list tile, but this is limiting.

Like 1

Like

0 comments
Show all comments

Hi everyone,

I'm working on a Freedom UI application where users need to upload multiple documents. Some documents are mandatory, while others are optional.

I initially tried adding a File field from the data model and placing it on the page, but it doesn't appear in the Freedom UI designer or at runtime.

What is the recommended approach in Creatio for this scenario?

My requirements are:

  • Allow users to upload multiple documents.
  • Some document types should be mandatory and others optional.
  • Ideally, each uploaded document should have related information, such as a Document Type (and possibly other metadata).

Any guidance or examples would be greatly appreciated. Thank you!

Like 1

Like

0 comments
Show all comments

I am looking to do a business process that applies to all leads created yesterday. It does not appear when I do the signal start and filter it to leads created yesterday the process is being initiated. See below. Does anyone know how to correct that. 

 

Like 0

Like

1 comments

Hello,

An Object Signal configured with the "Record added" event is triggered only when a new Lead record is created. At the time the record is created, the process evaluates the configured filter conditions. Since the Created on field is automatically set to the current date for a newly created record, it cannot satisfy the condition Created on = Yesterday. As a result, the Object Signal is not triggered.

For your use case of processing all Leads created during the previous day, we recommend using a scheduled business process instead of an Object Signal. The process can be configured to run once per day, retrieve all Lead records created on the previous day, and execute the required actions for each of those records.

For additional guidance on configuring business processes, please refer to the following Academy articles: https://academy.creatio.com/docs/8.x/no-code-customization/category/bus…

Show all comments
Freedom
Landing page
landingpage
business rule
Filters
look up filters
Sales_Creatio
8.0

Hi Team,

Could anyone suggest how we can implement a dependent lookup filter on a landing page in freedom UI?

For example, the Sub Product lookup should display only the relevant values based on the Product selected by the user.

If anyone has implemented something similar or can share any documentation, reference, or guidance, it would be greatly appreciated.

Thanks in advance!


 

Like 0

Like

0 comments
Show all comments
Studio_Creatio

Hello

I'm working on a Creatio application with two sections:

  1. Application (Service Request)
  2. License

Each License belongs to a specific Application.

I have already created a Request Number lookup field in the License section, so each License is linked to its corresponding Application, and this relationship works correctly.

Now I want to achieve the reverse: on the Application page, I want to display the related License automatically.

To do this, I added a License Number lookup field to the Application section (lookup to the License object). However, I cannot get it to populate automatically with the related License.

I tried several approaches, including using a Business Process with Read Data and Modify Data, but I haven't been able to make it work.

What is the recommended or best-practice approach in Creatio for implementing a one-to-one relationship like this? Should I use:

  • A Business Process?
  • A Business Rule?
  • A Detail instead of a lookup?
  • Or is there another recommended configuration?

Any guidance or examples would be greatly appreciated. Thank you!

Like 0

Like

1 comments

Hi,

For a true one-to-one relationship, I would not recommend maintaining two independent lookup fields unless you really need to store the reverse reference for reporting/integration purposes.

The cleaner approach is to keep a single source of truth:

License.Request Number -> Application

Then, on the Application page, display the related License through the page configuration rather than trying to populate Application.License Number automatically.

If you are using Freedom UI, the best fit is usually Multiple data sources. Add License as an additional/secondary data source on the Application page and configure the relation criteria using the existing lookup:

License.Request Number = current Application

After that, you can place the needed License fields directly on the Application page. This is the closest match for a real 1:1 UI, because the user sees License data as part of the Application page without duplicating the relationship.

Documentation:
https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/multiple-data-sources

A Business Rule is not the right tool for this. Business rules are mainly for UI behavior, visibility, required fields, validation, etc. They do not automatically query a related child record and populate a reverse lookup.

A Business Process can do it, but only if you intentionally want to denormalize the data. In that case, you would need to handle all scenarios: License creation, changing the Application on the License, deleting/unlinking the License, and preventing more than one License per Application. Otherwise the two lookup fields can become inconsistent.

Show all comments