In operation permissions, in 'CanImportFromExcel' where we define the users who can import files, it is possible to add the organizational role 'all portal users,' but users still can't import.
According to the application logic, the portal user cannot import data. Because the portal functionality is limited, and import is available only for administrators by default.
We will register an idea for our developers to consider the possibility of importing for portal users. Currently, this can only be done by internal users.
I am using a pre-configured page in my process. But it is not showing. When I start the process with the Start signal along with the save record, it doesn't appear but when I use the button to run the process, it appears. How can I make the page appear with a Start Signal? Thanks!
We recommend checking the configuration of the start signal. If the page appears when you manually start the process, then it is likely that the start signal for record creating wasn't configured correctly.
Please check if the process starts, you can check it in the System designer -> Process log. If the process didn't start, check the start signal configuration and make sure that the record created match the conditions.
The process does start and it is in process. When I go to Logs, I can see the process at the Mini page stage. From there I can inspect the mini page and complete the process by clicking on the button.
@Ryan I have to call a method inside field is changed .I have used this approach but I am getting issue in this. Can you please help how we can call a function inside field value
handler: async (request, next) => {
if (request.attributeName === "BooleanAttribute_ddmdb1n") {
await cfx.fieldChecked(); //
}
return next?.handle(request);
}
},
{
request: "cfx.fieldChecked",
handler: async (request, next) => {
const okBtn = {
key: "OK",
config: {
color: "primary",
caption: "YES"
}
};
const cancelBtn = {
key: "CANCEL",
config: {
color: "default",
caption: "Cancel"
}
};
const result = await request.$context.executeRequest({
type: "crt.ShowDialogRequest",
$context: request.$context,
dialogConfig: {
data: {
message: "Are you sure you would like to proceed? It will wipe out all the information!!!!",
You cannot put methods inside a Freedom UI page. Either move the code from cfx.fieldChecked into the change request handler, or you can move it to a module.
We have a object for Sets in our Main Application. We are thinking of having a Mini page when we are saving a new record in our set object. So when a user adds a new entry to our Sets record page then when he is going to save it, there should be a pop-up to decide which entries they want to add and then when he selects them, then all data should be added to the record. How should I do this? I can make a process for adding a mini page?
Please note that this can be realized through 2 options:
- via business processes
- via development
Unfortunately, we cannot provide you with specific recommendations on your question at this time, as such a scenario has not been studied and we have no examples of such a realization.
We have the following business process in which we check if there are any previous Orders at the same time or even within 11 hours. If yes, then it will assign the Shift as double, if not then it will assign it as a single shift. However, there are 2 issues we are having.
When there is an order at 12:00-13:00 and another order at 13:00-14:00 then technically it should be assigned as a double shift. But our current process still assigns a single shift.
We need to add more checks to the previous order. For example: If the same team is assigned to the same location, then it should still be a single set. How can I do that?
I suggest you check if the filtering conditions are being met.
Try building the same filter in the Orders object and check if such records exist, and if there are more than 2 records. (We noticed that you have Finish Date < Start Date; we are not familiar with the logic of your object, but we recommend verifying the correctness of this filter.) Reference: How to work with data
Enable process tracing to check the values returned by the process elements: Reference: Trace process
Regarding the second issue, you need to add more filters so that the records found in the Read Data element meet the required condition.
If you encounter further difficulties in configuring the process, please contact our support team at support@creatio.com.
Is it possible to change the colours/colour progression used for subsequent sections of a donut chart widget? We currently want to define that one value of a boolean on a lookup should be displayed in green, and the other red, but a generalised way of doing this would be very helpful for future reference - e.g. to specify the set and order of colours used in some way. We're currently on 8.1.0.6820 Any help would be greatly appreciated!
Unfortunately, at the moment it is impossible to customize colors in charts. However, a task has already been registered in our R&D team to add the option to customize colors in charts, in future releases. In case you would like to check what stage this task is at, I am sending you the task number: PR-6359.
Open existing record (to open a page in edit mode)
Open specific page (to choose a specific page. This could be a section list page, or a specific page for a record if a record has multiple pages defined for it)
If you want to do this in code, these articles will help:
Please note that this can be set up without custom code using basic functionality of Freedom UI components. You can find the instructions on it in this Academy article. And here are the instructions for the Classic UI.
Hi I would like to export my custom package with all elements in it to deploy to another instance of Creatio. How can I tell if the package I have has all the elements of my custom application.
Quick question, does the new feature to be released in 8.1.1 "Attachment search. You can now search for attachments in the Freedom UI component by name using global search. Creatio indexes attachment names automatically." also search in email attachements (when someone annexes an excel or word, etc..)
It's important to note that activities are not indexed in the global search. Consequently, searching for such attachments won't be possible in the global search.
The issue stems from the fact that even if you enable the option in the section wizard, indexation will not work for the "Activities" section.
The complexity arises because activities encompass more than just tasks visible in the section; they also include emails and calls. The Global Search mechanism is currently unable to process these entities given the application's configuration.
I've already communicated your request to our Research and Development team. They have a task to address this issue in a future application release.
It's important to note that activities are not indexed in the global search. Consequently, searching for such attachments won't be possible in the global search.
The issue stems from the fact that even if you enable the option in the section wizard, indexation will not work for the "Activities" section.
The complexity arises because activities encompass more than just tasks visible in the section; they also include emails and calls. The Global Search mechanism is currently unable to process these entities given the application's configuration.
I've already communicated your request to our Research and Development team. They have a task to address this issue in a future application release.
