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How_to_overcome_Freedom_UI_Quick_Filter_limitations_and_apply_a_custom_programmatic_filter_to_a_DataGrid?
Studio_Creatio_enterprise_edition
8.0

Hi everyone,

I am working on a Creatio Freedom UI page (8.3.x) where I have a DataGrid displaying records related to the current record. I need to provide users with a custom filter button that applies an additional filter to the grid programmatically.

Requirement

I have a lookup field, let's call it "Category", on the records displayed in the grid.

The requirement is:

  • The grid already has the standard Freedom UI filters / Quick Filters.
  • I want to add a custom button outside the grid.
  • When the user clicks the button, I want to apply a specific Category value to the grid.
  • The value may come dynamically from another field/page parameter, although for testing I am currently using a hardcoded GUID.
  • The custom filter should work together with the existing grid filters, rather than replacing them.
  • The grid should refresh automatically after applying the filter.

I created a custom request handler for the button:

{
   request: "ApplyGridFiltersRequest",

   handler: async (request, next) => {

       const categoryId =
           "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx";

       console.log("Category:", categoryId);

       await request.$context.executeRequest({
           type: "crt.LoadDataRequest",
           $context: request.$context,
           dataSourceName: "MyGridDataSource"
       });

       return await next?.handle(request);
   }
}

This successfully triggers the grid reload.

I can also confirm that the crt.LoadDataRequest is being triggered and that the custom value is available.

However, I haven't found the correct way to inject the filter into the grid's existing filter collection.

  • Apply a filter programmatically to a specific DataGrid datasource?
  • Preserve the filters already applied by the user?
  • Add my custom filter as an additional condition?
  • Trigger the grid reload after applying it?
  • Ideally remove/change the custom filter later without affecting the user's other filters?

Is there a supported request/API for manipulating the DataGrid's filter collection, or is the recommended approach to use a ViewModel attribute/page parameter bound to the grid filter?

I would prefer a supported Freedom UI approach rather than directly manipulating the DOM or relying on internal/private APIs.

Any examples using crt.*Request handlers would be greatly appreciated.

Thanks!

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Overriding the crt.LoadDataRequest and adding an additional filter (if some boolean attribute is set to true, which your button clicking should toggle) is probably your best bet. Instructions on adding a filter to the LoadDataRequest can be found here: https://customerfx.com/article/dynamically-filtering-a-lookup-on-a-creatio-freedom-ui-page/

Note: this will work if and only if the filter never needs to be applied on initial loading of the page, as Creatio bypasses the LoadDataRequest when loading in the first page of results for a list. It's quite annoying and the workarounds are quite messy. But it sounds like it should work for your purposes if you only want to apply the filter after clicking a button.

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approval
syntech
approvallist
FreedomUI

Syntech Approval List is a Freedom UI component for Creatio that shows all approvals of any object in one customizable list.

The component solves the problem when to check the approval statuses, you need to open each card and search through the approval history manually.

Key Features

1. Display all approvals in one list

  • shows all visas for a record in one list;
  • automatically pulls approvals for the current record (recordId = $Id);
  • works on record page and section page.

2. Filters

  • record filter (recordId);
  • filter by status (New, Approved, Rejected, etc.);
  • approver filter.

3. Inline setting of statuses

  • setting the visa status directly in the list;
  • owner, date and author are stamped automatically.

4. Columns from related objects

  • the ability to add columns from the parent record;
  • examples: account amount, counterparty name, document type, creation date;
  • context without having to open the card.

5. Customization through Freedom UI Designer

  • adding a component to the page via Designer;
  • properties panel to choose the object whose approvals are shown;
  • settings code for display settings;
  • no-code configuration.

6. Dragging and resizing columns

  • drag-and-drop to change the order of columns;
  • changing the width of the columns;
  • saving settings for the user.

7. Open the original record in one click

  • clicking on the record opens the original card;
  • quick transition to the document without searching.

Compatibility:
Creatio 8.3.0 and up

https://marketplace.creatio.com/app/syntech-approval-list-creatio

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accessibility

Is there any accessibility Feature on creatio to use?

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Hi Community,

I need some help with an issue I’m facing in my local Creatio instance.

After installing the latest package version 8.3.4, I started getting errors from the base packages. The issue occurs immediately after I log in to the application.

I have attached a screenshot of the error for reference.

Has anyone experienced a similar issue after installing or updating a package? Could you please suggest what might be causing this and how I can troubleshoot or resolve it?

Any guidance would be greatly appreciated.

Thank you in advance!

Regards,
I Yasaswini

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Hello,

This issue appears to be caused by corrupted static content. Since it occurred right after a package installation, the most likely cause is an invalid "." character present in an object name or in the source code.

To resolve it:

  1. Log in and open the Configuration section via localhost:[port]/0/dev — this provides direct access to packages and objects on the environment even if the standard interface fails to load.
     
  2. Locate the package or object whose name contains the invalid "." (or another special character) and rename it using only letters, digits, and underscores.
     
  3. Regenerate the static content — either by running Compile all in the Configuration section, or by executing the BuildConfiguration operation via the WorkspaceConsole utility with the -force=true parameter.

Viktor Komarov,

Thank you, it works.

 

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Gantt_View_Update
Gantt_View
New_in_Syntech
syntech_gantt

Syntech Gantt View: New Features

Syntech Gantt View is an interactive Gantt chart component for Creatio Freedom UI. It lets users visualize task timelines, manage resources and dependencies, edit dates inline, and track project progress in a clear, hierarchical view.

Version adds the following:
1. Translations - the interface is now available in RU, UA, PL, FR, DE, and ES, extending support for international teams.
2. Today scroll button - jump directly to the current date on the timeline without manually scrolling.
3. Milestones sorting parameters - new options to sort milestones on the chart.
4. Additional filters - expanded filtering for both basic and child level records, giving more precise control over what's displayed.

Minor fixes - general stability improvements.

Compatible with Creatio 8.3.0+
https://marketplace.creatio.com/app/syntech-gantt-view-creatio

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