Время создания
Filters
printables
report
MS_Word_report_in_Creatio
FreedomUI
Studio_Creatio
8.0

Hi,
I would like to know whether there is a way to both download a printable report and attach it to a record simultaneously in Creatio Freedom UI.

Currently, I am aware of two separate approaches:

  1. Using the default functionality to generate and download the printable report.
  2. Using a business process to generate the report and attach it to the record's Attachments section.

However, my requirement is to perform both actions at the same time—when the user generates the report, it should be automatically attached to the record while also being downloaded to the user's machine.

Has anyone implemented a similar solution or can suggest an approach to achieve this?

Any guidance would be greatly appreciated.

Thank you,

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Selfregistration

I would like to know whether Creatio supports the following scenario out of the box:

  • An applicant (external/public user) accesses a registration page.
  • The applicant self-registers without intervention from an administrator.
  • After registration, the applicant receives or creates their own username and password.
  • The applicant can then log in to Creatio (portal/external user area) and submit applications or requests.
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Hello,

Yes, Creatio supports this scenario out of the box through the Portal functionality and the built-in portal user self-registration mechanism.

A public user can access the portal registration page and create an account independently without administrator involvement. After completing the registration process, the user receives access credentials and can authenticate as a portal user. Once logged in, the user can work with the records, applications, requests, and other portal functionality that has been made available to their portal role.

Please note that self-registration requires initial configuration, including:

  • Setting up a dedicated portal system user.
  • Configuring portal user licensing.
  • Configuring registration and password recovery notifications.
  • Optionally customizing the registration and password recovery email templates.

Detailed setup instructions are available in the following Academy article:

https://academy.creatio.com/docs/8.x/creatio-apps/products/more-apps/po…

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Mobile_Creatio
FreedomUI
#RequestHandler
8.0

Hi,

Anyone here tried creating custom request handler for mobile?

Just wanted to know how did you deploy the file into creatio hosted environment. Do you need creatio support for it or is there a system setting I need to enable to allow me to upload the custom request handler. (Documented Guide by Creatio)

Thank you.
Lem

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Components_Pack
syntech
Pack
marketplace
automation
release

Syntech Components Pack for Creatio Is Now Available on Creatio Marketplace

We are excited to announce the release of Syntech Components Pack for Creatio, now available on the Creatio Marketplace.

The package brings together 9 powerful Freedom UI components designed to enhance visualization, planning, analytics, and productivity directly within Creatio.

Included in the package:
- Kanban View
- Gantt View
- Scheduler
- Pivot Tables
- Interactive Maps
- To Do Lists
- Hierarchy View
- Relation Diagram
- Slider Component

Instead of searching for multiple solutions, organizations can now access a comprehensive set of ready-to-use components in a single package, helping teams accelerate implementation, improve user experience, and extend Creatio capabilities without additional development.

Whether you're managing projects, analyzing data, planning resources, visualizing business processes, or building more intuitive applications, Syntech Components Pack provides the tools to do it faster and more efficiently.

Explore the application on Creatio Marketplace: https://marketplace.creatio.com/app/syntech-components-pack-creatio

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Discussion
list
ForwardReference
UI
8.3.3

It would be a very useful feature for both developers and users in list views to be able to see the underlying field name (and path to the field, in cases of forwards references) of a column. Currently, for regular columns (not aggregations) you can only see the current name of the column as set up by the developer or the user, if they've customised the name. But this hides information about where that value is actually coming from, making it harder to understand the origin of the data, for example if the user wanted to set up folder filters where they would have to be using the field names in the actual object configuration.

 

At the moment, this is the only information visible to users for a basic list column's properties, which could have been renamed by either a developer or the user themselves:

 

Currently, as a developer I need to check in the dev tools' network tab to get the column name and path in the request, then check the object's configuration to find what that field is captioned with. Or check in the page's code to find the configuration that was set up. Neither of these are very user friendly.

 

Ideally, the properties popup would be enriched with information about the origin of the data similar to what you would see when setting up a dynamic folder as can be seen here:

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