Hi Community,

I'm trying to add a new package(CrtCoreBase) in depend on package of certain package(my custom package), but I’m encountering the following error:

[SchemaData] [SysDetail_Activity]: Duplicate element name in the same package   [SchemaData] [SysImage_SectionIcon_Activity]: Duplicate element name in the same package [SchemaData] [SysModule_Activity]: Duplicate element name in the same package 

I have two list pages for the Activity object (one for incoming activities and another for outgoing activities). Could this setup be causing the issue?

Any suggestions on how to resolve this would be appreciated.

Thanks!

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Hello,

Since both sections are tied to the Activity object, it's likely that the error comes from duplicated data bindings in the same package.

You can check the "Data Bound" tab to see which bindings are actually needed. If both are, consider slightly renaming the duplicates (e.g., SysModule_Activity_Incoming, ..._Outgoing) to avoid conflicts.

Alternatively, you could remove or move one of the bindings to another package, depending on your setup.

Best regards,
Ivan

Hello,

Based on the provided information, the error message suggests that there are duplicate element names within the same package. This issue typically occurs when multiple elements in the package share the same name.

To resolve this, we recommend checking the package that contains the Activity object to ensure there are no duplicate element names. Review the elements within the package and confirm that each one has a unique name.

If you identify any duplicates, you will need to rename one of the elements to make it unique within the package. Once the duplicate element names are resolved, you should be able to add the CrtCoreBase package as a dependency without encountering the error.

Best regards,
Ivan

Ivan Savenko,

Hi, 

I confirm that i have duplicate element like

 

But it  is safe to rename them because one is being used in incoming email message and other in outgoing email message (both section are connected to activity object).

 

Hello,

Since both sections are tied to the Activity object, it's likely that the error comes from duplicated data bindings in the same package.

You can check the "Data Bound" tab to see which bindings are actually needed. If both are, consider slightly renaming the duplicates (e.g., SysModule_Activity_Incoming, ..._Outgoing) to avoid conflicts.

Alternatively, you could remove or move one of the bindings to another package, depending on your setup.

Best regards,
Ivan

Ivan Savenko,

Hi,

I moved those duplicate elements to other package and now i am able to add new packages in depend on package.

Thanks

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Hi Everyone,

We have a usecase where we have to apply the timer on a list to show how much time is left for resolution and it should be coloured dynamically.(i.e green when expected time is not reached and red when expected response time is exceeded)

Do anyone have any idea on how to achieve it?

 

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Hello!

You can definitely display the resolution time in the list, but unfortunately, applying dynamic coloring directly on the list records is not possible in the current version. However, we have registered the idea for consideration and possible future implementation by our R&D team.

As an alternative, you can consider adding the timer directly in the case record itself in Freedom UI list pages:

 

You can implement the timer feature within the individual case record:

Thank you!

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Hi Community,

I'm working with Creatio Freedom UI and I need to embed a custom HTML layout along with some JavaScript logic (e.g., loading an external widget) into a page.

I’m looking for a proper way to add both:

  • Custom HTML code,

    .......

    </head>
    <body>
        <div style="width: 100%;">
            <div id="xyz1"></div>
            <div id="xyz2">
                <div style="width: 100%;">
                    <div id="queryBox" style="width: 100%;"></div>
                </div>
            <div  id="xyz3"></div>
            </div>
        </div>
    </body>
    </html>

  • External or inline JavaScript code (e.g., via <script> tags)

I've tried using custom components and inserting HTML using JavaScript (e.g., innerHTML), but I'm unsure if this is the recommended approach or if there's a native method provided by Creatio.

Could someone please guide me on:

  • The best practice for injecting HTML/JS into Freedom UI pages
  • Whether I can safely reference external JS/CSS (like from a CDN)
  • Any Creatio-supported way to dynamically render and control such elements

Thanks in advance! 
Any documentation links or working examples would be really helpful.

Regards,

Ajay Kuthe

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Creatio does allow you to create your own custom UI components that you can add to the UI and even handle requests, read data, bind properties, etc. Documentation here on creating custom components: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/category/freedom-ui-component

Video tutorial here: https://www.youtube.com/watch?v=CE5uETqTsyQ&list=PLnolcTT5TeE2BMFf_XmJrSwpnbcLCLJkb

A simple approach (with limited capabilities compared to creating a full control) can be seen here: https://customerfx.com/article/embedding-an-iframe-on-a-creatio-freedom-ui-page/ (you could use this approach to render any HTML, not just an IFRAME as the article shows)

Ryan

Creatio does allow you to create your own custom UI components that you can add to the UI and even handle requests, read data, bind properties, etc. Documentation here on creating custom components: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/category/freedom-ui-component

Video tutorial here: https://www.youtube.com/watch?v=CE5uETqTsyQ&list=PLnolcTT5TeE2BMFf_XmJrSwpnbcLCLJkb

A simple approach (with limited capabilities compared to creating a full control) can be seen here: https://customerfx.com/article/embedding-an-iframe-on-a-creatio-freedom-ui-page/ (you could use this approach to render any HTML, not just an IFRAME as the article shows)

Ryan

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Hi Creatio Community,

I'm currently working with an editable detail grid, and I need to filter a lookup column (UsrPort) based on the connected user's roles ("Stay SPOC TC", "Stay SPOC Casablanca", "Stay SPOC Jorf Lasfar", "Stay SPOC Laayoune", and "Stay SPOC Safi").

I've tried several approaches including:

  • Defining lookupListConfig with prepareList binding (works fine on regular pages but does not trigger in editable grids).



    Here's the latest implementation I've tested:
     

generateActiveRowControlsConfig: function(id, columnsConfig, rowConfig) {
    this.mixins.ConfigurationGridUtilitiesV2.generateActiveRowControlsConfig.call(this, id, columnsConfig, rowConfig);
 
    var scope = this;
 
    Terrasoft.each(rowConfig, function(columnItem) {
        var columnKey = columnItem.key && columnItem.key[0];
        if (columnKey && columnKey.name === "UsrPort") {
            columnItem.controlConfig = columnItem.controlConfig || {};
            columnItem.controlConfig.lookupListConfig = columnItem.controlConfig.lookupListConfig || {};
            columnItem.controlConfig.lookupListConfig.filter = function() {
                var filters = Terrasoft.createFilterGroup();
 
                // Example of role checks
                var allowedPorts = [];
                if (scope.get("IsStaySpocCasa")) allowedPorts.push("CASABLANCA");
                if (scope.get("IsStaySpocJorf")) allowedPorts.push("JORF LASFAR");
                // Add similar checks for other roles
 
                if (allowedPorts.length > 0) {
                    filters.add("PortFilter", Terrasoft.createColumnInFilterWithParameters("Name", allowedPorts));
                } else {
                    filters.add("EmptyFilter", Terrasoft.createColumnFilterWithParameter(
                        Terrasoft.ComparisonType.EQUAL, "Id", Terrasoft.GUID_EMPTY));
                }
 
                return filters;
            };
        }
    }, this);
},

This configuration currently doesn't work and results in the error mentioned above.

Could someone help clarify the correct way to implement role-based filtering on lookup columns within editable detail grids? If anyone has successfully implemented this or faced a similar issue, your guidance would be greatly appreciated!

Thanks in advance for your help!

Best regards,

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For classic details, rules implemented on the page are also manifested in the list for the detail. I believe you can just implement the filtering for the lookup on the page for the detail, then it will work in the list as well. 

Thank you Ryan  for your answer!
Actually, my detail is an editable grid. I noticed that the page-level lookup filtering doesn't propagate into editable grids automatically. From my tests and observations, the editable grids seem to require explicit filtering logic within the generateActiveRowControlsConfig method instead.
Could you please confirm if this understanding is correct, and perhaps suggest any best practices or examples explicitly for editable grids?

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I am trying to create a folder in the Contacts Freedom UI List Page that only contains Contact records that are currently active. I know there is a field in the System Administration Object that is an Active status field (shown in the Users list page). I am trying to access this field; however, it is not showing up in the dropdown list of columns in the filter builder popup page. Any help would be great. I attached an image showing the columns currently visible to me for that System Admin Object. 

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It would look like this - I typically also add Type=4 for users (although that’s a little redundant) and also add Connection Type=0 to get employee users (not external/portal users). 

Basically, from your screenshot, click "Quantity". Then set count > 0 (or click count to change to exists), then add the sub-conditions under that.

Ryan

It would look like this - I typically also add Type=4 for users (although that’s a little redundant) and also add Connection Type=0 to get employee users (not external/portal users). 

Basically, from your screenshot, click "Quantity". Then set count > 0 (or click count to change to exists), then add the sub-conditions under that.

Ryan

Ryan Farley,

Thank you Ryan for your time and help! This solution worked for me. 

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I need to create a mask for this text field, it is a document, which has 11 digits, and is written as follows: ###.###.###-##.

I also want to limit the quantity and leave only periods and hyphens for typing.

The quantity entered is 11, but with the mask it becomes 14, I don't know if it is possible to block this.

Can anyone help me with this?

{
	"operation": "insert",
	"name": "Input_CPF",
	"values": {
		"type": "crt.Input",
		"multiline": false,
		"label": "$Resources.Strings.PDS_SCCPF_luo5kno",
		"labelPosition": "auto",
		"control": "$PDS_SCCPF_luo5kno"
	},
	"parentName": "FlexContainer_6gej1t9",
	"propertyName": "items",
	"index": 1
}
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Hello,

 

In order to create the mask for the text field you can add a handler that will apply formatting to the text field value when user are typing.

 

You can use the following code snippet as an example:

 

{
	request: "crt.HandleViewModelAttributeChangeRequest",
	handler: async (request, next) =&gt; {
		if(request.attributeName == "PDS_SCCPF_luo5kno"){
			let value = await request.$context.PDS_SCCPF_luo5kno; 
			value = value.replace(/\D/g, ""); // Remove non-digit characters
			if (value.length &gt; 11){
				value = value.slice(0, 11); // Limit to 11 digits
			}
			let formatted = "";
			if (value.length &gt; 0) {
				formatted += value.slice(0, 3);
			}
			if (value.length &gt;= 4) {
				formatted += "." + value.slice(3, 6);
			}
			if (value.length &gt;= 7) {
				formatted += "." + value.slice(6, 9);
			}
			if (value.length &gt;= 10) {
				formatted += "-" + value.slice(9, 11);
			}
			request.$context.PDS_SCCPF_luo5kno = formatted;
 			request.preventAttributeChangeRequest = true;
		}
		return next?.handle(request);
	}
}

Hello,

 

In order to create the mask for the text field you can add a handler that will apply formatting to the text field value when user are typing.

 

You can use the following code snippet as an example:

 

{
	request: "crt.HandleViewModelAttributeChangeRequest",
	handler: async (request, next) =&gt; {
		if(request.attributeName == "PDS_SCCPF_luo5kno"){
			let value = await request.$context.PDS_SCCPF_luo5kno; 
			value = value.replace(/\D/g, ""); // Remove non-digit characters
			if (value.length &gt; 11){
				value = value.slice(0, 11); // Limit to 11 digits
			}
			let formatted = "";
			if (value.length &gt; 0) {
				formatted += value.slice(0, 3);
			}
			if (value.length &gt;= 4) {
				formatted += "." + value.slice(3, 6);
			}
			if (value.length &gt;= 7) {
				formatted += "." + value.slice(6, 9);
			}
			if (value.length &gt;= 10) {
				formatted += "-" + value.slice(9, 11);
			}
			request.$context.PDS_SCCPF_luo5kno = formatted;
 			request.preventAttributeChangeRequest = true;
		}
		return next?.handle(request);
	}
}

Thanks so much.
It worked wonderfully.

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Dear,
I made a forecast on the products ordered by customers in order to obtain the total quantities per product ordered over several years and by year.
Now I would like to display this data on the account page as a table filtered by account.
Is it possible to access the forecast tables and display filtered data (by account) ?

Thank you,
Nicolas

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Dear Nicolas,

You can implement this logic in Freedom UI pages using "Apply filter by page data". 


Below, you can see an example of this binding using "Case Lifecycle" list as an example:

image.png

Here is a link on how to set this up: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/element-setup-examples/components/set-up-list-components#title-2761-2 

I hope this helps. Have a great day!

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Hi.
Newbie here, so bear with me.  Best I start with an example --  

  • We have 200+ users who are sales reps and 2 Admins.
  • Some of these sales reps are managers of a sub-set of other subordinate reps.
  • Now, a rep quits, and it's up to an admin (in another country BTW) to manually go in and reassign his dozens of opportunities to a new sales rep.  This is a task his manager should be able to do, but can't (because only an admin can change other users' records).

This is just one example of a typical issue we run into, that could be fixed by giving "modify" rights to one user over certain other user's records -- or a "superuser" as exists in our other systems.

In Creatio, I am told only the individual rep can change his own "opportunities".  His manager cannot.  (The Admins of course can change everything about everyone, so logically we can not give admin rights to the managers.)

Is there a way around this?  
Perhaps the next release of Creatio will have some sort of granularity of "rights"? 

Thanks!
Rob

 

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Creatio does have this, or at least it can work like this. If you're using organizational roles, each organizational role can have a management role. The management role inherits the permissions of the users in the organizational role. Meaning, if you create an org role called "sales" and then add an management role for the sales org role, the people in the management role inherit the permissions of the users in the org role. See https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/user-management/organizational-roles#title-2266-2

Note, this often means you also need to setup object/record permissions for things based on these roles as well, instead of by users (so the permissions can be inherited by the managers of the role). For example, you could add record access permissions that if anyone in "sales" creates a record, that edit permissions is given to anyone in the "sales managers role".

Ryan

Creatio does have this, or at least it can work like this. If you're using organizational roles, each organizational role can have a management role. The management role inherits the permissions of the users in the organizational role. Meaning, if you create an org role called "sales" and then add an management role for the sales org role, the people in the management role inherit the permissions of the users in the org role. See https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/user-management/organizational-roles#title-2266-2

Note, this often means you also need to setup object/record permissions for things based on these roles as well, instead of by users (so the permissions can be inherited by the managers of the role). For example, you could add record access permissions that if anyone in "sales" creates a record, that edit permissions is given to anyone in the "sales managers role".

Ryan

Ok, Thanks -- that's kind of what I thought, with my rudimentary experience with roles (and Creatio in general).

So, applying this to our large sales organization ...
Instead of implementing a single "sales" role, we would need to implement a "superuser" role, but for each sales division -- perhaps?

For example, we have 8 sales regions, like "Asia" and "Europe" and "South America".  There are 30-50 sales reps in each region.
We don't want all their "issues" trickling up to one admin, so as I mentioned we want a "SuperUser" in each region:  "SuperUser-Asia", SuperUser-India" and so on.  I guess these would be "management" roles in Creatio.

So, we would have to divide up the Sales Reps (users) into separate orgs (one for each region) so that their data would be visible to their SuperUser? 
Can I create separate orgs in Creatio, all living underneath the main Company org?

Thanks -- any suggestions you have are appreciated!

Rob

Yes, the roles are hierarchical. Each sub role inheriting the permissions of the roles before. You can have a role for sales, then sub roles for each division. Each division can have a managers role which could give them inherited permissions for the division they manage.  

I will have to review this with our integrator.   They are telling us that in the forthcoming release of Creatio, there are some enhancements to roles and permissions -- Are there any hints or documentation as to what this might be?   We need to allow certain roles to be able to edit specific data but not all.

(For example, a salesman creates a customer account DuPont Paints and can assign it to a "master" account DuPont International. This is really something that his local manager admin should also able to do, but can't)

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Hello, 

We are trying to Implement a custom campaing element, SMS. 
We are following instructions from this website  : https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/8.1/platform-customization/classic-ui/marketing-campaigns-basics/examples/implement-a-campaign-element#title-1455-3
We are facing a issue.
We created a test package named FZCreateCampaignElement which depends on our package FZCustomer360. Other package FZCustomer360 depends on : CrtBaseFinserv,
CrtBulkEmailInC360 ,CrtCampaignElements ,CrtCampaignInC360,CrtCampaignUtils,CrtContactToLeadInC360,CrtCustomer360App,CrtDigitalAdsInC360,CrtEngagementInC360,CrtEventInC360,CrtFinservSalesAndServiceApp,CrtLeadOppMgmtInC360,CrtOpportunityInC360,CrtSLAInC360,MarketingCampaign

Successfully we did this steps : 

1. Create a marketing campaign element
2. Create a property panel for the campaign element
3. Add the element to the element area of the Campaign Designer

At step 4 when (4. Create an executable element for the campaign element ) we created   executable element, we could not publish it since the class CampaignFlowElement could not be inherited.


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Hello,

Please reattach your screenshot since its corrupted and cannot be reviewed. In general please make sure your package where the element is developed is not the assembly package and that the product that you are working in is of marketing build (like sales-enterprise-marketing-service-enterprise).

Hi Enjio! How are you? As a quick workaround, you could use "Add Data," element add a record, for example, in a "LogSMS" custom entity, and create a BP that has a trigger on that table and the logic for sending the SMS.

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Hello;
In my 7.17 version i create a file repository override class and it work correctly
when I try to upgrade to 8,2,1 the FileService core class change and it create fileRepository object based on interface not class (ClassFactory.Get) and it run based method loadFile not override one.
Is it any solution to set the the default class for interface

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Hi,

Yes, starting from version 8.x, Creatio uses dependency injection (DI) more actively, including for services like IFileRepository, which is now resolved via ClassFactory.Get&lt;IFileRepository&gt;().

To override the default implementation, you can register your custom class as the default for the interface in the dependency container.
 

Solution: Register your class for the interface

You have to create your own AppEventListener and bind your class to the appropriate interface there.

 

public class UsrAppEventListener : AppEventListenerBase
{
	public override void OnAppStart(AppEventContext context) 	{
		base.OnAppStart(context);
		ClassFactory.Bind&lt;IFileRepository, CustomFileRepository&gt;(reuseType: ReuseType.Singleton);
    }
}

 

Where:

  • CustomFileRepository is your custom class that implements IFileRepository
  • ReuseType.Singleton (or None) depends on your usage

⚠️ Important: Ensure your class fully implements the IFileRepository interface.

This way, when FileService calls ClassFactory.Get&lt;IFileRepository&gt;(), it will receive your custom implementation.

TU Irina

Tomasz Branicki,

Hi Irina.
I finally manage to upgrate creatio properly so i can try your sollution.
write now i gut such error

Terrasoft.Core.InstanceActivationException
 HResult=0x80131600
 Message=Error creating an instance of the "Terrasoft.Configuration.IFileRepository" class
 Source=<Cannot evaluate the exception source>
 StackTrace:
<Cannot evaluate the exception stack trace>

 This exception was originally thrown at this call stack:
   [External Code]

Inner Exception 1:
ActivationException: Error activating IFileRepository
More than one matching bindings are available.
Matching bindings:
 1) binding from IFileRepository to FileRepository
 2) binding from IFileRepository to UsrFileRepository
Activation path:
 1) Request for IFileRepository

Suggestions:
 1) Ensure that you have defined a binding for IFileRepository only once.

My class is describe like that

    [Terrasoft.Core.Factories.Override]
   public class UsrFileRepository : FileRepository.

can you give me a hand :)

regards
Tomek

Iryna Oriyenko,

Hi Irina.
I finally manage to upgrate creatio properly so i can try your sollution.
write now i gut such error

Terrasoft.Core.InstanceActivationException
 HResult=0x80131600
 Message=Error creating an instance of the "Terrasoft.Configuration.IFileRepository" class
 Source=<Cannot evaluate the exception source>
 StackTrace:
<Cannot evaluate the exception stack trace>

 This exception was originally thrown at this call stack:
   [External Code]

Inner Exception 1:
ActivationException: Error activating IFileRepository
More than one matching bindings are available.
Matching bindings:
 1) binding from IFileRepository to FileRepository
 2) binding from IFileRepository to UsrFileRepository
Activation path:
 1) Request for IFileRepository

Suggestions:
 1) Ensure that you have defined a binding for IFileRepository only once.

My class is describe like that

    [Terrasoft.Core.Factories.Override]
   public class UsrFileRepository : FileRepository.

can you give me a hand :)

regards
Tomek

Iryna Oriyenko,

Hi Iryna;
I find solution
I used rebind except bind.
thank you for help

 

regards Tomek

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