You would implement the C# code and expose as a configuration service, see https://customerfx.com/article/creating-a-web-service-and-consuming-it-from-client-side-javascript-in-bpmonline/

Then to consume the service from the remote module, you'd use the devkit sdk as shown here: https://customerfx.com/article/calling-configuration-web-services-from-client-side-code-in-a-creatio-freedom-ui-page/

Ryan

Ryan Farley,

Thank you.. If I want to ship this source code along with my package.. I have to put it under Resources as shown in the below image?

Can you also tell me if it is possible to run/debug the remote module during the development?

If I run the remote module using ng serve I am getting below error.
 

core.mjs:6531 ERROR Error: Remote entry with name 'angproject' does not exist
   at AppModule.ngDoBootstrap (app.module.ts:28:23)

bootstrap.ts:7 Error: Remote entry with name 'angproject' does not exist
   at AppModule.ngDoBootstrap (app.module.ts:28:23)

Sagar Rodda writes:

Ryan Farley,

If I want to ship this source code along with my package

You could sync your workspace to Creatio, add it in the package there and then download the workspace back and you'll see it under the Schemas folder. Or you could add it under Files\cs

Got it.. thank you so much.. I'll try it and let you know here how it goes..

Ryan Farley,

Can you add your comments on this please - https://community.creatio.com/questions/get-object-context-custom-butto…

ok, I found it's in the summary component of the page

Any information about this question?

Hi Sagar,

The ability to pass input values to a remote module component via @creatio-devkit/common is available starting from Creatio 8.1. This library is not present in version 8.0.

You can definitely implement this in 8.1+ to access the current record context (like ID, Name, etc.) inside your custom button component.

Helpful links:
- Implement a remote module - Creatio Academy
- @creatio-devkit/common

What to do:
- Add @CrtInput() to the input properties in your Angular component to receive values from the page context.
- In your Freedom UI schema (viewConfigDiff), pass record fields using $ bindings like $Id, $Name, etc.

Example implementation:
button.component.ts:

@Component({...})
@CrtViewElement({ selector: 'usr-button', type: 'usr.Button' })
export class ButtonComponent {
 @Input() 
 @CrtInput() 
 recordId!: string;
 
 @Input() 
 @CrtInput() 
 name?: string;

 handleClick(): void {
   alert(`Record ID: ${this.recordId}\nName: ${this.name}`);
 }
}

In Freedom UI JSON schema:

{
 "operation": "insert",
 "name": "UsrCustomButton",
 "values": {
   "type": "usr.Button",
   "recordId": "$Id",
   "name": "$Name"
 },
 "parentName": "SideContainer",
 "propertyName": "items",
 "index": 0
}
 

Daiana Gavrylenko,

Thanks for the reply.. I want to clarify that the app I am developing using remote module is for marketplace. So, If I'll be not having access to the Freedom UI json(correct me if I am wrong).

All I want is, the app(button) can be placed in any page(Account, Contact, custom app). Upong clicking the button I want access to the details.

Sagar Rodda,

What Daiana mentioned in the approach you need to take. The component is independent of the page. You receive values in the page via binding. The properties with @Input() are bindable and can be bound to properties of the page. The idea is that you'd add your button to a page, then bind properties for pass values from the record to the component.

Ryan Farley,

Okay.. I'll try to implement this..

may I know where I am supposed to put this in my remote module?

In Freedom UI JSON schema:

{
 "operation": "insert",
 "name": "UsrCustomButton",
 "values": {
   "type": "usr.Button",
   "recordId": "$Id",
   "name": "$Name"
 },
 "parentName": "SideContainer",
 "propertyName": "items",
 "index": 0
}

That is the part that adds the component (your button) to the page. That would exist on the page you add the button to in the viewConfigDiff. When you drag your button to the page, that gets added to the page code, but it also shows it was modified to add the binding properties "recordId" and "name" (which are bound to the current record's "Id" and "Name columns). That part has to get modified manually by the user of your button component since there's currently no designer support for custom components. 

Hello, 

Thank you for your question regarding sending invoices as PDF attachments to clients through Creatio. It’s a valid and common use case, and we’re happy to provide guidance.

To implement this functionality in a streamlined and automated way, we recommend creating a custom business process in Creatio using the following elements:

1. Read Data – Use the Read data process element to retrieve the necessary invoice information.
2. Generate File – Use the Process file element to create the invoice file.
3. Send Email – Use the Send email element to attach and send the generated invoice to the client.

You can refer to this documentation for a detailed example of how the Process file element works:
🔗 Process file element – Creatio Academy

Additionally, to generate the invoice in PDF format, an external connector is required. We recommend using the AsposePDF connector available on the Creatio Marketplace:
🔗 AsposePDF Connector for Creatio

To trigger this process, you can either:

• Add a custom button to the Invoice section, or
• Configure a start signal to initiate the process automatically based on specific conditions (e.g., invoice status change).

Have a nice day!

Greetings,

We have not encountered this specific issue before. It is possible that what you described is related to browser caching, although we cannot confirm this with certainty.

For a thorough investigation, we will need the site logs and the exact time the issue occurred so we can analyze the problem in detail.

Please create a support request by emailing us at support@creatio.com.

Regards, 
Orkhan

Hi Orkhan,

We initially suspected that the issue might be related to browser caching, but strangely, it occurs for all users.

We previously attempted to submit a support request, but because our customer support package ("Business support") does not include "Performance diagnostics," the Creatio support team was unable to provide a solution. That’s why I’m now reaching out to the community for help.

Hello!

Thank you for your question.

It sounds like you are referring to adding a dashboard to a record page, and having it filter data based on the current record (e.g., showing only activities related to the specific record you are viewing).

Yes, this is possible in Creatio.

To do this, you need to add a filter to the dashboard widget, so that it displays only data related to the current record.

 We’ve attached a screenshot that shows where and how you can configure this filter.

Please let us know if this answers your questions!

Valeriia Ripnevska,

Hello, thank you for the response.

I'm actually referring to the Classic UI. What you suggested will filter for a specific record but that isn't what I'm after. 

In Classic UI if I select the Activities section, there is a dashboards tab within that section.  Inside one of these dashboards I want to use the metric widget to count unique values. 

For instance, it may show one client name multiple times because many activities exist for that client (phone calls, emails, texts etc), however I want it to count the client only once as a unique value. I can filter the type of activity to only (phone call) for example but there still could be many phone calls for one client so I will see the client appear in the count multiple times.

 Another way to think about it, is that in excel I would use =unique - https://support.microsoft.com/en-us/office/unique-function-c5ab87fd-30a3-4ce9-9d1a-40204fb85e1e or conditional formatting to remove duplicate values, I want to apply the same logic to a creato metric widget in a dashboard.

That is a property that shows for the save data button

Ryan

thanks!

Hi Ryan,

This setting works as expected in the cloud environment, but not in my local environment.

Do you have any suggestions?