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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Hi Community,

We have a simple string field in one of our Creatio instances that is not being updated (tested with a Supervisor user).

Field is NOT being updated in the following scenarios

1- Frontend: When we save the record page.

2- Application Layer : The field is not being update from Bussines Processes.

3- OData4 : We tried to update from Postman with OData4 request, without success

 

Is there any lock mechanism that prevents the field from being updated written in CSharp?

 

The field can only be updated when we perform an Update directly in the database layer.

 

Thank you

Sasor

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Hello!

 

This means that there can be logic at the event layer level that changes the value of this field when saving a record. It can be on action: OnUpdating, OnSaving. Details here:

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

 

Or changing a given field leads to another action that changes its value again.

To track exactly where this field changes, you can write additional logging when the record is saving, in various methods, such as OnUpdating and OnSaving, on the EntityEventListener. This logging will help you find exactly where the field value changes.

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Hi team,



I created a multi select lookup page for a detail in freedomUI using "crt.OpenLookupPageRequest" functionality. I wanted to either remove already selected records in the popup window or show them as checked if they are added into the detail. 

Source for multiselect page : https://customerfx.com/article/invoking-a-multi-select-lookup-dialog-on-a-creatio-freedom-ui-page/

Can anyone help me with this issue?



Expected functionality:





Thanks in advance

Goparna Nasina

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Hello!

You can use the filtersConfig parameter to filter records, as mentioned in the article.

Or you can use the option selectionState to predefine selected rows, which will be pre-selected when the lookup page is opened.

 

Example of selected records:

{
	type: "crt.OpenLookupPageRequest",
	...
	selectionState: {
		type: 'specific',
		selected: [
			'00000000-0000-0000-0000-000000000000',
			'11111111-1111-1111-1111-111111111111',
		]
	}
}

 

An example of pre-filtering records:

{
	type: "crt.OpenLookupPageRequest",
	...
	filtersConfig: {
		filterAttributes: [
			{
				name: 'MyFilter',
				loadOnChange: false
			}
		],
		attributesConfig: {
			MyFilter: {
				value: {
					"items": {
						"29e16d42-36f1-4e04-9029-4321cbb2494d": {
							"filterType": 1,
							"comparisonType": 11,
							"isEnabled": true,
							"trimDateTimeParameterToDate": false,
							"leftExpression": {
								"expressionType": 0,
								"columnPath": "Name"
							},
							"isAggregative": false,
							"dataValueType": 1,
							"rightExpression": {
								"expressionType": 2,
								"parameter": {
									"dataValueType": 1,
									"value": "Super"
								}
							}
						}
					},
					"logicalOperation": 0,
					"isEnabled": true,
					"filterType": 6,
					"rootSchemaName": "Contact"
				}
			}
		}
	}
}

 

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Hello, 

Are the instructions below still apply to add a edit page to a lookup or is there an easy way to do this on Freedom UI version 8.1.1?

 

Adding lookup with edit page | Community Creatio

 

Thanks,

Jose

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It is still the same since the Lookups area is still classic UI.

Also, BTW I have the instructions with Postgresql instructions here, if interested/needed: https://customerfx.com/article/creating-an-edit-page-for-a-lookup-in-cr…

It is still the same since the Lookups area is still classic UI.

Also, BTW I have the instructions with Postgresql instructions here, if interested/needed: https://customerfx.com/article/creating-an-edit-page-for-a-lookup-in-cr…

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Is it possible to specify an extra column or 2 to be used for searching against when typing text into a combobox in Freedom UI? The use case is that users can select an Account in the ComboBox lookup, but should be able to search in that dropdown combobox using either the account's Name, or its Account Number.

 

I know it's possible to do this by opening up the modal lookup window when that's configured, but to save some clicks ideally it would be possible to just type/paste into the combobox to achieve this behaviour.

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Hello Harvey,

 

It's not possible for now, but we've registered it in our R&D team backlog for consideration and implementation in future application releases.

 

Thank you for helping us to improve our product. 

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Hello community,



Is it possible to add several independent DCM case in Opportunity?

Are there alternatives on the marketplace?

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Hi!



Unfortunately, there is no such possibility now. We have registered a request for the development team to consider adding this option in future updates. 



Best regards, 

Anton

Hello!

Unfortunately, there are no approximate timelines for implementing the functionality. 
However, you might be interested to know that we have the functionality to change DCM conditions on the pages.

We would also appreciate it if you could provide more details about the business task you plan to implement.

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I have a subprocess that loops the returned records from an API call and adds a new record in a data object. I want to modify the process to check if the record already exists and if so, modify the existing record with the data changes.

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First read the record using whatever Identifier you have on it from the source data. If the record exists the Id value will be a Guid and if it doesn't exist the Id of the record will be Guid.Empty.

So the condition for the update will look like: 

[Id from the Read] != Guid.Empty (this means the Read found the record)

The "else" will proceed to the Add, just make sure you populate some identifying value from the API call that you'll use when you read if the record exists next time.

Ryan

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Hi all,

 

Currently when I setup a list, the columns are not taking the full width of the grid. 

They have a fixed size and If I resize the screen columns sizes are not chaning. 

 

Is there any way to setup columns sizes as a % of the list grid width?

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Dear Andreas,

 

For the grid container, the size of one column will always depend on the size of the grid. For example, you have a 100x100 px grid with 2 columns, the grid will be divided into 2, each column taking a half of the space (with spacing specified in settings). You can of course take up a whole space with the element if needed.

 

You can modify the column set up in the grid container with system definer sizes like "small", "medium", "large" in the column spacing for example:

 

 

You can read more about the grid container set up on Creatio Academy: https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

 

You can also use a flex container for a more flexible set up: https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

 

Have a great day!

Alina Yakovlieva,

 

Hi Alina,

To clarify, my question was related to the list component, not the layout grid.

As it stands, the list component allows me to manually set the width of each column. However, this width can only be defined using a fixed size (like pixels), not percentages. This fixed sizing leads to two main issues:

  1. On smaller screens: The content doesn't fit the screen width, resulting in the addition of a horizontal scrollbar.
  2. On larger screens: There's excess white space to the right of the last column, as the columns do not expand to use the available width.

My goal is to have the column widths dynamically adjust to the screen size, utilizing percentages to ensure they fill the entire width of the list component, without unnecessary scrollbars or white space.

Is there a way to make the columns within the list component responsive, so that their widths adjust in proportion to the screen size, using percentages instead of fixed sizes?

 

 

Any guidance or suggestions on how to achieve this would be greatly appreciated.

Thank you!

 

 

 

 

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