Hello all,

 

Is it possible in Freedom UI to enable Feed to display the connected record as it did in Classic UI? Just showing the section isn't as informative as the old setup where you could see exactly what record the feed message was in context of.

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Dear Kevin,

 

We appreciate your patience as we consulted with our R&D team regarding the concerns you raised.



Regarding the connected record in the feed panel, we are pleased to inform you that the behavior you mentioned will be addressed in the upcoming 8.0.3 version. 

 

If you have any further questions, please let us know, we would be happy to help.



Thank you for choosing Creatio!

Alina Yakovlieva,

Is there any update on this feature? I can't find any documentation mentioning how to enable the record name in Freedom UI feed.

Kevin Brady,

 

Hi!

 

Unfortunately, currently, there is no ETA for the implementation of this functionality.

You request has increased the priority of the task.

Your can monitor our Release notes using the following link: https://academy.creatio.com/docs/8.x/resources/category/releases

 

Thank you for your patience!

 

Have a great day!

Alina Yakovlieva,

So the previous commitment got delayed and now it's not even on the plan? Just saying the section in feed is not helpful to users.

Kevin Brady,

 

Thank you for your feedback. I understand your concern regarding the delay and the current status of the section in the feed.

 

Firstly, I apologize for any inconvenience this may have caused. Our intention is always to provide useful and timely updates to enhance your experience. While the previous commitment faced some delays, I assure you that we are actively working on a revised plan to ensure that the section in the feed is both helpful and efficient for users.

 

We value your input and are committed to improving our services. If you have any specific suggestions or further concerns, please feel free to share them with us. Your feedback is crucial in helping us deliver better solutions. We have increased the priority of the task.

 

Thank you for your understanding and patience!

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Hi all,

I need to switch the form on the form load based on a user role in Freedom UI. 

 

How can I do this ?

 

Best regards,

Franck

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Hello,



Could you provide a little more detail? Which specific forms are you referring to?

Malika,

some portal users with full access as b2b need to update the case with standard access rights so instead to access the external page. They need to access the case_formpage.

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Hi! Is it possible to handle exception in a process? For example if there is an error on "delete something" step occur we proceed to next step without stoping all process.

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Dear Andrii,

Unfortunately, we cannot handle exceptions with standard tools in actual versions of applications. Thank you for bringing this aspect to our attention. We will create an idea for the development team so they can consider implementing such functionality in future versions of our application.

If you're talking about custom C# code and Script tasks, you can use basic try/catch constructs there to handle exceptions.

To track errors in business processes, you can create a new business process. It is described on the Creatio Community at the following link: https://community.creatio.com/questions/exception-handlng-business-procecss.

Thank You!

Dear Andrii,

Unfortunately, we cannot handle exceptions with standard tools in actual versions of applications. Thank you for bringing this aspect to our attention. We will create an idea for the development team so they can consider implementing such functionality in future versions of our application.

If you're talking about custom C# code and Script tasks, you can use basic try/catch constructs there to handle exceptions.

To track errors in business processes, you can create a new business process. It is described on the Creatio Community at the following link: https://community.creatio.com/questions/exception-handlng-business-procecss.

Thank You!

Having some form of try/catch or error pathway in BPs would be very helpful, sometimes errors are "expected" especially when using the OOTB steps for things like adding data (e.g. if a unique index is violated due to the non-atomic nature of data operations in BPs) and need to be handled more nicely than just halting the BP and leaving the data in an inconsistent state. It forces many properly implemented pieces of functionality away from being built in no-code and straight back to needing to write C#.

Andrew Sheng,

Unfortunately this idea has not been put on the development Roadmap yet and therefore we cannot provide any ETA on when it can be expected within the system. However, I will add your inquiry to the registered idea in order to increase its priority.

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Dear colleagues,

 

In Classic UI I can solve this by code, but in Freedom is also possible?, somebody know in which schema I need to do this and the related code?

 

Thanks & Regards

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Note, when adding these back in, you'll need to make sure that the "items" and "primaryColumnName" values match the values from your list. For Section Lists. The "Items" and "PDS_Id" values need to be updated to match your List's property values - those can likely stay as-is for section lists, but for new lists added, you'll need to update those values. See for more: https://customerfx.com/article/adding-row-action-menu-items-to-a-creati…

and the same in a Detail (Freedom page)?

Hello Julio,

See this article here: https://customerfx.com/article/adding-row-action-menu-items-to-a-creati…

You can override the menu (usually to add other menu items to it). When you do so you override the "Open", "Copy", "Delete" options and need to add them back in. You could override the menu and then just only add back in the "Open" option. It would look like this (the article will provide more details)

viewConfigDiff: /**SCHEMA_VIEW_CONFIG_DIFF*/[
    {
        "operation": "merge",
        "name": "DataTable",
        "values": {
            //...,
            "rowToolbarItems": [{
                type: 'crt.MenuItem',
                caption: 'DataGrid.RowToolbar.Open',
                icon: 'edit-row-action',
                disabled: "$Items.PrimaryModelMode | crt.IsEqual : 'create'",
                clicked: {
                    request: 'crt.UpdateRecordRequest',
                    params: {
                        "itemsAttributeName": "Items",
                        "recordId": "$Items.PDS_Id"
                    }
                }
            }]
        }
        //...
    },
    //...
]/**SCHEMA_VIEW_CONFIG_DIFF*/

Essentially you're replacing the existing menu with one that only has the Open menu option. This works for any list (section or a list on a page)

Ryan

Ryan Farley,

Thanks Ryan, I promise I looked first, before to publish, in your articles, but didn't found this one. Thanks a lot

 

Regards

Julio

Ryan Farley,

Dear Ryan, I didn't found the crt.DataGrid element in the viewConfigDiff in the code of the listpage, I found it on a FormPage, but I need it also in a the ListPage

solved no need to search crt.DataGrid, jus add it on viewConfigDiff

Julio.Falcon_Nodos,

Yes correct. For the list page, the List (crt.DataGrid) exists in the parent page, you just need to merge in the changes.

Ryan

No worries - there's so much new info now with Freedom UI stuff, it's hard to know what to even search for!

Julio.Falcon_Nodos writes:

Ryan Farley,

Thanks Ryan, I promise I looked first, before to publish, in your articles, but didn't found this one. Thanks a lot

Regards

Julio

This could really do with being configurable using no-code tools, as it's quite cumbersome to apply to every list users will see but is often important - being able to copy records which should have to be created in specific ways is often an issue for business data.

Ryan Farley,

 

Hello again Ryan

 

How can I remove the delete option on a Freedom UI page , I see that when I add a detail only a FormPage is created, but there is no ListPage (like in Classic UI). So is it possible to solve this in a Freedom UI detail?

 

Julio.Falcon_Nodos,

Hi Julio, basically, any time you override the rowToolbarItems it replaces what is there with that you provide. Meaning, all the existing out of the box ones are gone. If you want no items there, you can just add and empty array:

rowToolbarItems: []

However, this has the annoying side effect of leaving an empty menu that pops up when the row actions button is clicked. I'm not sure if there's a property to remove the row actions button completely, so I usually just hide it with CSS.

Ryan

Ryan Farley,

Thanks Ryan, I'm already solved, but I want to maintain "Open", "Copy" and just remove "Delete", how can I did it?

solved... adding in "rowToolbarItems", this piece of code

"rowToolbarItems": [
  // Edit
  {
	type: 'crt.MenuItem',
	caption: 'DataGrid.RowToolbar.Open',
	icon: 'edit-row-action',
	disabled: "$Items.PrimaryModelMode | crt.IsEqual : 'create'",
	clicked: {
		request: 'crt.UpdateRecordRequest',
		params: {
			"itemsAttributeName": "Items",
			"recordId": "$Items.PDS_Id"
		}
	},
  },
  // Copy
  {
	  type: 'crt.MenuItem',
	  caption: 'DataGrid.RowToolbar.Copy',
	  icon: 'copy-row-action',
	  disabled: "$Items.PrimaryModelMode | crt.IsEqual : 'create'",
	  clicked: {
		  request: 'crt.CopyRecordRequest',
		  params: {
			  "itemsAttributeName": "Items",
			  "recordId": "$Items.PDS_Id",
		  },
	  },
  }                      
],

Note, when adding these back in, you'll need to make sure that the "items" and "primaryColumnName" values match the values from your list. For Section Lists. The "Items" and "PDS_Id" values need to be updated to match your List's property values - those can likely stay as-is for section lists, but for new lists added, you'll need to update those values. See for more: https://customerfx.com/article/adding-row-action-menu-items-to-a-creati…

Ryan Farley,

Is there any other way to hide the 3 dots for row action menu to even spawn

Pranshu Basak,

Sadly, removing all menu items does not remove the 3 dots button (in current versions, at least - hopefully that changes). For now I typically just hide it with some CSS.

Ryan

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Hello,

 

we use Web service element in our business process, where we set several parameters. For logging purposes we need to get JSON of request body, but there is no such option (I see only Response body)



How can we get request body from the Web service element?



Thanks.

Vladimir

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Hello,

Unfortunately, Web service element doesn't directly expose the request body for logging within the element itself. 

 

Hello, 

 

and no hidden workaround? Or any methods, which are used from request body generation, that we could use as well?



Kind regards,

Vladimir

Hello Vladimir,



You can try to use Telerik Fiddler tool to capture requests that are being sent.

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Hello, 

I added an object based on the File object, but I can't see the newly created object in the list of file storage locations. What could I be doing wrong?

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Hello,

For custom sections the files will be stored in SysFile object.

I need to add new columns that are specific to my section. Therefore, I have to create a new object. Is there a way to upload files into the newly created object?

Hello,

 

When a new attachment storage is created according to The File Management API. The file storage will be available in the list of objects the Freedom UI Attachments component works with.

Hey, you need to name your obejct inherited from File to have suffix *File. Ex MyObjectFile. Inside that you must have column named MyObject (the one without File prefix) with lookup type as a link to you  section object. After that it will appear in the list.

Here is how they got it:

private readonly string _fileSchemaName = "File";
...
recordSchemaName = fileSchemaName.EndsWith(_fileSchemaName)
                    ? fileSchemaName.Substring(0, fileSchemaName.Length - _fileSchemaName.Length)
                    : fileSchemaName.StartsWith(_fileSchemaName)
                        ? fileSchemaName.Substring(_fileSchemaName.Length)
                        : fileSchemaName;
columnName = $"{recordSchemaName}Id";

In addition to what Dmytro said, set the parent of your custom file object as "File"

  • Name of object: [RelatedObjectName]File, for example UsrMyObjectFile for a file object for UsrMyObject
  • Parent: File
  • Add column: Lookup column to related object, named the same as the related object, for example add a lookup column UsrMyObject to lookup UsrMyObject

Ryan

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Dear mates,

Our system display a compilation error warning. If we click on the button, the tooltip displayed is empty.

We had compilation errors in the past, but the issues are resolve.

I tryed to delete records in the Compilation History Lookup but the system refused to delete them.

How can i remove the Warning ?

Thank you,

Nicolas

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Hello,

 

Please note that this issue is connected to the 8.1.2 release and in order to fix it you need to create a case directly for our Support team (support@creatio.com) so we could work with the site in question.

Same here in our cloud dev environment with this new 8.1.2 functionality

You are right, we do not have the problem on our production environment, only on the dev env.

Hello,

 

Please note that this issue is connected to the 8.1.2 release and in order to fix it you need to create a case directly for our Support team (support@creatio.com) so we could work with the site in question.

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Hi,

 

in Creatio 8.1.2 we can create multiple pages based on a specific value.



Is it possible to create multiple pages based on user role (other than All Employees or External ) ?



Thank you ,



Damien



 

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Not possible. However, coming Q2 2024 are new business rules that you can show/hide things based on a user role. So you could at least have different elements show/hide on the same page for various roles. https://academy.creatio.com/docs/release/creatio-roadmap?search=role&ch…

Ryan

Hi Ryan,



Thanks, will see if that could work as possibilities might by bigger with these new business rules.



We have 2 different pages today in classic UI with quite different approach, was hoping not having to a nocode implementation with Freedom UI.



Cheers,



Damien

It is possible to have many different pages for the same object. You could do something like, from the base page, check the user role and then redirect to some version of the page for that role. However, that could get messy and would likely be easier to just have tabs for each role that show/hide as needed.

It's also possible to create pages based on database views, so in theory you could have entire sections of the same data tailored to different roles as well, but that sounds like an unnecessary amount of work, especially since you'd have to update the views every time a new field was added to the object.

If it's based on a field such as a "Type" it can all happen in the same way that it did for classic pages - that is implemented in Freedom UI.

Ryan

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Hi all,

 

it used to be possible in version 7 of Creatio to sync with MS Exchange.

The mailbox integration now doesn't support this any longer.

 

@community: how are you dealing with this limitation? Do you have workarounds for it?

@Creatio: are there any plans on re-introducing this feature? It is very often a question raised in presales activity!

 

Thanks,

Robert

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Hello, 



Unfortunately, Creatio no longer supports contact synchronization with Exchange and Google. This lets you improve the security and relevance of your customer base.



Regards, 

Orkhan

Orkhan,

Thanks for the response, but I think users have the necessary competency to decide which data is relevant in their CRM system.

Also, how is this enhancing security?

Many other CRM systems provide the feature to sync contacts and leads often request it!

 

BR

Robert Pordes,

 

Greetings,

 

Thank you for your clarifying questions. We removed this feature for several reasons:

  1. This functionality had unresolved logical issues.
  2. This functionality was hardly, note, hardly, used by our users.
  3. Security-wise, an Abstract Sales Representative could synchronize the entire contact database to themselves and depart from the company, thereafter potentially utilizing or passing on the contacts to the company's competitors.

 

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Hi all,



Does anyone have experience connecting with Power BI using the market place connector? 



After attempting to transform and using the getBigData function to import more than 20,000 rows, I receive the error below.

 

 

DataFormat.Error: We found extra characters at the end of the JSON input.

Details:

    Value=<

    Position=4

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Hello,

 

Please make sure that the URL of Identity service has the following appearance in the field: https://yoursite-is.creatio.com without a slash at the end.

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