Hi community,

any idea on the best approach to add record permissions to email template object?
Some roles should have access to only some email templates.

It is possible to add the record permissions to the object but then, as the page is completely custom built by creatio, how to update the permissions?

Thanks

Luis

Hi,

I am facing an issue after migrating a Freedom UI dashboard from our One environment to another.

• I created a Freedom UI dashboard page named Service Management using the BaseDashboardTemplate parent page in package.
• I exported this package from one and successfully imported it into our another environment.

The Issue:

In another environment, under the Configuration section, I can see the client module page schema perfectly, and I can even open it in the Page Designer where all the layout components and widgets display correctly.

However, when I navigate to the Dashboards section in the workplace shell, the dashboard entry appears in the list, but selecting it results in a completely blank screen / infinite loading animation.

What I've Tried:

I suspect the issue is due to a missing database record binding (the metadata transferred, but the actual lookup/registry data didn't). I went to Advanced Settings $\rightarrow$ Data Binding in my package to manually bind the data record, but:

• Searching in SysDashboard or SysWidgetDashboard by Title returns No records found.
• Searching in SysSchemaUserSetting by the schema code also returns no results.

My Question:

Which specific system table or object stores the runtime registry/navigation records for Freedom UI dashboards built on BaseDashboardTemplate? What is the correct way to bind this dashboard so it displays properly in the workplace section after deployment?

Any guidance or step-by-step help would be highly appreciated!

Hello,

I have a Request page in Creatio with an Activities tab containing multiple checkbox fields. The user can select one or more activities by checking the relevant checkboxes.

I want to generate a report that displays only the activities selected by the user, rather than showing all available activity fields.

For example, if the user selects:

• Recreational Diving
• Underwater Photography
• Snorkeling

The generated report should display only these selected activities.

Additionally, the report is currently downloaded in Word format (.docx). Is there a way to generate or download the report directly in PDF format instead of Word?

Could you please advise on the best approach to achieve both requirements in Creatio Freedom UI?

Thank you in advance for your support.

Hi.
We have several desktops, accessible by all users.  I know that if a user selects a different desktop, that is now their default.

But, how do I set the default for new users?  

99% of our users will use a "sales" desktop and never change it, and that needs to be what they see their first time they log in to Creatio.

Thanks
Rob