We are trying to copy all attachments posted in an object's feed to the attachment's section of the object in Freedom UI. 

 

Here's the scenario, we created a section to hold data about all our subcontractors. The users are leaving comments and docs in the Feed, but we want all those same docs to copy over to the record within the attachments section. 

 

I have used the file transfer function the business processes but the feed not your typical object.

 

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Hello, Community!

 

We are using Power BI Desktop to develop reports, which are then published to the Power BI Web version. However, we would like to set up a data gateway to connect to Creatio, which is hosted in a cloud environment.

We found this post https://community.creatio.com/questions/how-configure-gateway-power-bi-service-creatio mentioning this setup, but we were unable to configure it successfully.

Has anyone managed to set up a gateway to connect Power BI Web to Creatio Cloud? If so, could you share the necessary steps?

Any guidance would be greatly appreciated!

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Hi Community,

 

Our customer has requested a bar code scanner inside Creatio, so they can scan products and check its information.

We have multiple ways of doing this:

 

  1. WebApp (Custom Component) that opens the smartphone camera;
  2. WebApp (Custom Component) that establishes a connection to a scanner device (for example a Zebra Scanner);
  3. Bar code scanner in the mobile app, which we will be able to configure as described here https://academy.creatio.com/docs/8.x/resources/release-notes/8-2-1-energy-release-notes#title-2782-13.

     

For our use case, we will be using the first option, since option three is not available at the moment.

 

After some digging, we discovered that there are multiple libraries that could help us implement this use case. However, we decided to post this question to know if someone has already implemented something similar, or at least tried to. So, we can share the know-how behind it.

 

Thank you.

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Have not tried, also looking forward to some knowhow. Not just to scan, but also to generate for event registrations for example. 

I have integrated a barcode scanner with Creatio. We've used a simple bluetooth barcode scanner connected to the device (in our case it was a tablet with full Creatio open in the browser). Most barcode scanners work just like a connected keyboard. When a barcode is scanned it sends the "text" value of the barcode to as input, just as if it were typed in. In my solution, we had a page that opened and we set focus to a text/input field on the page and dislayed some message about "waiting for barcode" for the user. Then, once scanned, the text value of the barcode scanned triggered a change event for the text/input field and we then did the action needed for the barcode (which in our case the barcode was a vehicle VIN, so we then used an API to get the vehicle details for the scanned VIN). All really simple to be honest. Using this approach, thinking of the barcode scanner as text entered by an input device, just like a keyboard, it all turned out to be really easy to work with.
Hope this helps.

Ryan.

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Hi everyone,
 

I am looking to replace the AttachmentList component on the Leads form page with a DataGrid component that uses the FileLead (Lead attachment) entity. The goal is to disable the downloading of attachments.
 

However, I’ve encountered an issue where the Name column in the DataGrid appears as a hyperlink, which attempts to navigate to a non-existent form page for the FileLead entity (refer attachment below with the navigation URL at the bottom left). Since FileLead is an attachment entity, it ideally should not have navigation associated with it, even when displayed in a list.

image
 

Interestingly, other sections like Contacts and Attachments are functioning as expected—the Name column in those sections is not hyperlinked to any entity page.
 

This behavior appears to be a product bug. Could anyone else confirm if they are experiencing the same issue?
 

Best regards,
Ramya

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Hi,

I have a minipage that has lookup (contact) and whenever I try to add a new non-existing it suggests it as "New ContactName" which is nice, but when I click that, it opens the contact minipage and closes the original minipage and doesn't re-open the original minipage after I closed the contact minipage upon saving.

Do you have any idea of a better approach than making a custom modal?

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I found this code segment in LookupQuickAddMixin and I want to know where can I change the value of UseSilentCreation?
 

/**
		 * Checks that entity has mini page add mode allowed.
		 * @private
		 * @param {String} entitySchemaName Name of the entity.
		 * @param {Array} [additionalDefaultValues] Additional default values.
		 * @return {Boolean} True, if feature UseSilentCreation is turned off, and entity has add mini page.
		 */
		_needOpenMiniPage: function(entitySchemaName, additionalDefaultValues) {
			const entityStructure = this.getEntityStructure(entitySchemaName);
			if (!entityStructure) {
				return false;
			}
			const notUseSilentCreation = !Terrasoft.Features.getIsEnabled("UseSilentCreation");
			const editPages = entityStructure.pages;
			const typeLookupItem = additionalDefaultValues?.find((item) => item.attributeName === "TypeLookup");
			let page;
			if (typeLookupItem) {
				page = editPages.find((page) => page.UId === typeLookupItem.value);
			}
			page = page || Terrasoft.first(editPages);
			const hasAddMiniPage = page?.hasAddMiniPage;
			return notUseSilentCreation && Boolean(hasAddMiniPage);
		},
 
		/**
		 * Open page or mini page for new entity record.
		 * @protected
		 * @param {Object} newEntityConfig Entity config.
		 * @param {Object} newEntityConfig.entitySchema Entity schema.
		 * @param {String} newEntityConfig.entitySchemaName Entity schema name.
		 * @param {String} newEntityConfig.columnName Column name.
		 * @param {String} newEntityConfig.displayColumnValue Display column value.
		 * @param {String} newEntityConfig.valuePairsFromFilters Default values that were sent from filters.
		 * @param {Array} newEntityConfig.additionalDefaultValues Additional default values.
		 * @param {Object} viewModel View model context.
		 */
		openPageForNewEntity: function(newEntityConfig, viewModel) {
			var cardConfig = this._getNewEntityPageConfig(newEntityConfig);
			this._subscribeNewEntityCardModuleResponse(newEntityConfig.attributeName ?? newEntityConfig.columnName, cardConfig, viewModel);
			if (this._needOpenMiniPage(cardConfig.entitySchemaName, newEntityConfig.additionalDefaultValues)) {
				this.openAddMiniPage.call(this, cardConfig);
			} else {
				this._networkUtils.openCardInChain(cardConfig);
			}
			this.set && !newEntityConfig.attributeName && this.set(newEntityConfig.columnName, null);
		},

Hello,

 

It seems that this was already customized since OOB does not allow adding new records to the lookup inside the mini page.

 

As for the UseSilentCreation - it's a system feature with the UseSilentCreation code according to the code in the very same LookupQuickAddMixin

Go to 

 

/0/Nui/ViewModule.aspx#Section/AppFeature_ListPage - for old UI

/0/Shell/#Section/AppFeature_ListPage - Freedom UI

 

find the UseSilentCreation feature (if the record is not present there - create it and enable it for all employees role) and relogin to the app.

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Is it possible to bind knowledge base articles to packages, or in some other way move them between environments in an effective way? The client wants to be able to set up articles in their Pre environment and transfer them into Prod when ready, but the documentation doesn't provide information on the possibility of this.

 

It also might not be ideal to bind this data in a non-dev environment, since you will then have packages that must be created from non-dev environments to accomplish this, so perhaps there is another recommended way of moving such data between environments?

 

We are currently on 8.1.3, planning on upgrading to 8.2.1 soon, and are using exclusively Freedom UI sections.

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Hi Harvey

I recommend using an integration tool like Make.com to automate transferring KB articles from Pre to Prod. Configure Make.com to fetch articles from Pre instance then insert them into Prod. This avoids dependency on packages and works seamlessly across versions.

Thank you
Mohamed
 

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Hello, 

 

I have the list on two different pages. On the first page, I want to open the edit page, but on the second page, I do not. On the second page, I have already removed the open option ("features": { "rows": { "selection": false, "toolbar": false .... 

 

 

However, when double-clicking on a row, the default page associated with the object is opened. Is there a way to block the double-click action or open a different page instead?

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Hello,

Unfortunately, this could not be achieved by basic methods. However, this can be done by deleting all the editing pages for the object.
 

In Freedom UI, Add-ons are used for page configuration. Where you can check if there are pages linked to the detail in the object's settings. Based on your screenshot, it seems there are no such settings for this object.

 

On the other hand, Classic UI sections use a different mechanism, where page configurations are stored in the database, specifically in the following tables:

  • SysModuleEdit, which is connected to the object through records in the SysModuleEntity table.
  • SysModuleEntity, in turn, refers to the object (SysSchema) via the SysEntitySchemaUId column.

For the OpportunityProductInterest object, you can check the page configurations using the following script (there are 2 pages for this object in the system):

 

SELECT * FROM "SysModuleEdit" WHERE "SysModuleEntityId" IN ( SELECT "Id" FROM "SysModuleEntity" WHERE "SysEntitySchemaUId" IN ( SELECT "UId" FROM "SysSchema" WHERE "Name" = 'ObjectName' ) );
 

Steps to resolve:

  1. Delete these records or set the SysModuleEntityId column to NULL.
     

    • This will ensure that the OpportunityProductInterest object will no longer have pages across the system.
    • As a result, records will not open after a double-click in the detail.
       

    Unfortunately, there is no built-in way in the system to restrict page opening from the detail only.

     

  2. Alternative approach:
     
    • Create a database view that duplicates the data from the main object but does not have page configurations.
    • Build the detail using this view instead of the main object.

      I will also create an idea for our development team to implement such possibility in futures version.
       

Thank you for reaching out. I hope this helps resolve the issue!

Might be a simpler route to try to see what the request is that fires when double-clicking a row. The list will definitely fire a request for that, but I don't know what it is. 

Pavlo Sokil,

How do I create a view?

Cristiano Carvalho writes:

How do I create a view?

See https://customerfx.com/article/using-database-views-in-creatio/

Ryan

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Hello community,

When I create a replacement object for ListPageV2Template, the Freedom UI page that shows me the available template breaks.
Could you tell me the correct way to customize it?
What is the difference between ListPageV2Template and ListFreedomTemplate?
The second one is used by Account and Contact sections, but when I create a new custom section, Creatio uses ListPageV2Template page.

 

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Hello Community, 

 

We have a client for whom we perform Excel imports of products into quotes. This import process includes a validation step where the system checks the PartNumber to verify if the product already exists. If it does, the corresponding ID is assigned to the product in the quote. If it does not exist, a new product is created with the appropriate classifications.

 

However, we discovered that when the PartNumber in the Excel file contains "00", Creatio is unable to process it correctly and instead associates a product with no PartNumber assigned.

 

 

Can you help us resolve this issue? Any suggestions would be appreciated!

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Hello,
 

I recommend that you make sure that the type of the PartNumber field in Creatio matches the format you are trying to insert, i.e. it should be a text field.
 

In addition, the system has a lookup “Excel import log”, we recommend that you search for your import logs, if there were errors with filling in the column, they will be displayed in this lookup.
 

If you cannot solve the problem yourself, we recommend contacting our support team for a more detailed check. (support@creatio.com)

Best regards,
Pavlo!

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Hello

In Classic UI I've customized a section page (let me call it "Production Page") with 3 details that must be shown and filtered depending on the record selected in the previous detail.

Let me call "detail 1", "detail 2" and "detail 3" the three details.

Only "detail 1" is visible opening the Production Page.

When the user selects an item from the "detail 1", then "detail 2" becomes visible and is filtered based on the Id of the "detail 1" selectet item.

When the user selects an item from the "detail 2", then "detail 3" becomes visible and is filtered based on the Id of the "detail 2" selectet item.

 

I've implementd it with custom javascript code in my classic ui "Production Page" and works very well.

 

My customer wants to migrate its classic section to Freedom UI, then I must do the same thing in a Freedom UI FormPage using list or datagrid components.

I've not found any documntation or guide on handling list item selection events.

How can I do it?

Is there a way to hide the "Open, Copy and Delete" bullet point shown at the left of the rows of a freedom UI list component?

 

Thanks

Regards

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You can filter a list based on the selected record of another list all using no code in Freedom UI. See this post: https://community.creatio.com/questions/filtering-records-freedom-ui-expanded-list

If you also want to have code that gets the change of the selected row in a list see here: https://community.creatio.com/questions/list-bind-selected-record-or-add-custom-handler-selectionchange

For removing the row toolbar menu with add,copy,delete, see here: https://customerfx.com/article/removing-the-row-toolbar-from-a-creatio-freedom-ui-list-component/

Ryan

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