Hello,



There are no special settings for certificates in Creatio.

 

Connecting a certificate in Creatio is described in the article:



https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-d…

Hello,

Bulk/trigger emails are not supposed to have files attached to them since the email provider can reject sending this email. The only way to have a file (for example pdf file) being attached to an email if it is a trigger/bulk email - is to put this file as a link to the body of an email. Your file should be stored in some public storage that can be accessed by anyone and the link to it will be like this https://test_storage_system/$File/TestSheet.pdf.

But if you put this link to the body of an email - recipients will get an error when opening it. So you need to use the OpenElement parameter at the end and make the link look like this

https://test_storage_system/$File/TestSheet.pdf?OpenElement. As a result, users will see opened pdf documents (which they can download after that) that can be accessed from your bulk/trigger email.

Bogdan,

Hello thank you for your reply. I'll find a way to generate a link of my file and use it within a bulk email

Hello Vladimir,

There is no such option for now.

However, 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.

Hi Jeremy!

You can use the following in a request handler for the action buttons for the list - this will return an array of the selected Id values: 

const selectedIds = (await request.$context.DataTable_SelectionState).selected;
// selectedIds will be an array of Id's for any selected records

As for getting them to a process, you could pass in as a string to a param or execute the process separately for each Id. See here for executing a process, if needed. 

More info here: https://customerfx.com/article/getting-multi-select-records-from-a-crea…

Ryan 

Ryan Farley,

This is exactly what I was looking for.  Thanks Ryan!

This should be available without a line of code.

Franck Lehmann,

I believe that's coming in a future update.

Hello Timea,

You have to set the correct data source. For example, if I will create a new task from the case page and I want to fill in the case automatically:

 

I should set the data source "Activity.Case" for this field: 

Thank you so much for your answer :) 

Hello!

I recommend checking that the WebSocket settings for the site:https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-d…



Please ensure that the IIS settings are properly completed:

https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-d…

Hello Jose,

The way of locking the whole page you've described is based on using the "CompleteCardLockout" feature. Unfortunately, it is not available to use on the Freedom UI pages. 

However, you may implement it using Page Designer business rules. It is possible to specify a rule that makes all the input fields editable/read-only based on the field value condition, for example:

The same approach might be implemented via code using the “readonly” attribute. Here is the example: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/freedom-ui/customize-page-fields/examples/set-up-the-condition-that-locks-the-field#title-3819-2. You may create one common attribute that will be responsible for locking the fields, though in that case, you should manually add its name to the "readonly" value of every field.

Also, you may consider using record permissions instead of the "Locked by" field. This type of permission is based on the record authorship, here are the details: https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/access-management/record-permissions.

Best regards,

Natalia

Natalia Kalynovska,

Thanks Natalia. I do have a lot of fields on the page so I was looking for something like the CompleteCardLockout feature, but business rule will do. Do you know if there are any plans to have that feature on the freedom UI version? It takes some maintenance to keep those rules updated every time fields are added to the page.

Jose Hernandez,

We registered such a request for our R&D department, and they will consider implementing this feature for the Freedom UI pages.

Thank you for helping us to make our product better!

Natalia Kalynovska,

This feature would be very useful, definitely miss having that option that we had in Classic UI.

Natalia Kalynovska,

Hi. 
Is there any update on this? Perhaps a roadmap? 

Locking the whole page without this feature is a nightmare.

Наталія Калиновська,

maybe there is already a solution?

Natalia Kalynovska,

Cleary something that is necessary, 

any news on the time line for this?

thanks

Hello Sasori,

Since a text field and there is no lookup values you can not filter it based on conditions. 

Hi Bogdan,

Your answer is something that we already now (I have already stated that in my post) . And it is very astonishing that such functionality which was oob in the Classic UI is not present in the Freedom UI.

Please give us a code example of implementing such functionality in freedom UI.

Sasori

Sasori,

We don't have a ready example of such implementation. 

However, we have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project to increase its priority.  

Sasori Oshigaki,

You need to create other lookups, remove and replace the current postal code text field, so that you can add postal code to the list of cities to do the links. It is indeed weird that this is a seperate text field as an OOTB feature.



Also, accounts is in Freedom UI, with customer 360, but not account adresses , how weird is that ??

+1 Also really hoping this gets updated, or even better some enterprise level reporting functionality. 

Yes, I'd rather it become an OOTB functionality in Creatio 8.1 ... an enterprise grade tools requires enterprise grade reporting

Hi Yosef!

The app does not support report download in Freedom UI sections.

As a workaround, you can set up reports that have "Custom report" report type. That way you can generate a report in the Excel reports section.

Hello,

We have previously discussed a similar task in this post: https://community.creatio.com/questions/create-role-programatically

You can simply start by adding a 'delete data' element from the 'user in roles' object and then add an 'add data' element to the same object, filling only the role and user columns.