How can we make the duplicate page(On Save) can be made to select records and perform actions on it
Hi All,
I have a requirement as follows:
When user enters new contact from lead, system should check for duplicates and show if there are any duplicates found. User should be able to select one of the list of duplicates and associate that contact for the Lead.
Here my first challenge was how to make the page like a normal section module where we can select records. Then, I have to write an Action to set that contactId in Lead.
My Second challenge is How can I back track to the Lead that triggered contact creation. when I use 'this' on page I will get the context of duplicate page only.
Please help me achieve this functionality. Thanks in Advance.
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Hello Nagaraju,
It's not possible to achieve your business task using OOB tools, you need to perform some advanced development in order to create a logic you've described.
Your business task is technically achievable, however we don't have any examples of such implementation.
Best regards,
Yurii
Rule Validation on Save in Creatio Freedom
Dears,
In Creatio Classic, it was possible to create new rules that were validated upon saving (is a checkbox to enable it "Use this rule on save"). I'm wondering if this functionality is currently available in Creatio 8.1.4 for Freedom.
Additionally, while the Marketplace app is very helpful, it requires significant coding effort to integrate into a new Freedom section. A No-Code solution, similar to the one found in Classic UI, would be ideal.
Is this feature on the research and development backlog?
Thanks