I have made multiple attempts at filtering a dashboard list through code, but have been unsuccessful in my attempts. I'm assuming the process would be the same for custom filtering any list view, but I am specifically working with a List in a dashboard. The default filters do not work in my case, and I am looking for guidance on how to dynamically filter the records that are displayed in a list on a dashboard. I have already looked through numerous other posts as well as Freedom UI related videos and found multiple examples of filtering other components such as lookups, but nothing seems to carry over to the list view. Please help! A simple example would be immensely helpful in pointing me in the right direction.
Unfortunately, we don't have ready-made examples of implementing such filtering. However, you can build such a filter using the following code as an example:
"attributes": {
..
"DataGrid_d7k1ikp": {
"isCollection": true,
"modelConfig": {
"path": "DataGrid_d7k1ikpDS",
"filterAttributes": [
{
"loadOnChange": true,
"name": "DataGrid_d7k1ikp_PredefinedFilter"
}
]
},
DataGrid_d7k1ikp_PredefinedFilter leads us to the attributes:
"DataGrid_d7k1ikp_PredefinedFilter": {
"value": {
"items": {
"a2376c0c-0b3f-451a-9085-0a65ae58bab8": {
"filterType": 4,
"comparisonType": 3,
"isEnabled": true,
"trimDateTimeParameterToDate": false,
"leftExpression": {
"expressionType": 0,
"columnPath": "Account"
},
"isAggregative": false,
"dataValueType": 10,
"referenceSchemaName": "Account",
"rightExpressions": [
{
"expressionType": 2,
"parameter": {
"dataValueType": 10,
...
If you need to build a dynamic filter, you should look in this direction. Create a custom attribute, populate it when loading the record (in the LoadDataRequest handler), and use it in the code of the DataGrid_d7k1ikp_PredefinedFilter filter.
If you have doubts about how to correctly construct paths to columns, please follow these steps: navigate to the section with this list, create an advanced filter, find the SelectQuery in the browser's Network tab, and copy the filters from the request body.
Thank you for your guidance and recommendations. Unfortunately they do not seem to work for what I am attempting to implement. The main issue I believe occurring is that the attribute is not being referenced correctly in the predefined filter. I have referenced it in the same way as I have found in other examples("$AttributeName"), but this does not seem to work.
If anyone can provide any guidance on how to filter a list dashboard in Freedom UI it would be super helpful! I have attempted many different routes for filtering the list dashboard, but none have worked. I need to add a custom filter through code, as the quick filter does not work for what I need.
Thank you for your guidance and recommendations. Unfortunately they do not seem to work for what I am attempting to implement. The main issue I believe occurring is that the attribute is not being referenced correctly in the predefined filter. I have referenced it in the same way as I have found in other examples("$AttributeName"), but this does not seem to work.
If anyone can provide any guidance on how to filter a list dashboard in Freedom UI it would be super helpful! I have attempted many different routes for filtering the list dashboard, but none have worked. I need to add a custom filter through code, as the quick filter does not work for what I need.
It seems that the date format in the Mobile app is always MM/DD/YYYY, while I want it to be DD/MM/YYYY. I've correctly set it to Dutch date and time format (which should be DD/MM/YYYY) in my profile in the browser version, but it does not seem to apply itself to the mobile app.
I am looking for an Outlook connector that actually works. We have tried all the partner options and they're below satisfactory. I believe that SalesForce has an option that used to be called Lightening that everyone raves about.
I'm wondering if Creatio will make this a priority in their new UI or perhaps have a mobile/tablet app that actually works making this type of product obsolete. At this point I will take either.
Hi Megan! How are you? Did you try our latest version of the connector: https://marketplace.creatio.com/app/outlook-connector-creatio? In case you have tried it, it would be very helpful if you share your feedback with us. I suggest organizing a demo and being able to show you the capabilities of the connector. We also have a Gmail connector and we are working on a new version for Outlook Web.
I created a custom section in Freedom UI. Now I need to create a page in classic UI for this section (I want to use an add-on that doesn't work in Freedom pages). How can I do this?
Unfortunately, a section for this object already exists (as I mentioned, it was created in Freedom UI and cannot be created once again in Section Wizard)
You need to completely delete the section made in Freedom UI to create a section in Classic UI. It's a bit risky due to the high probability of mistakes. But it can be made by SQL scripts only. It's unlikely that any major advancements to the Classic UI will happen from now on.
Also, could you please share why you need Classic UI section? What limitation in Freedom UI has caused this?
We're looking to use the new Autonumber field feature on Leads to replace an existing custom field that we created to do a similar thing before this feature was available. We want the autonumber to start not at 0000001, but at where the other number left off (which now is 1026579). Hoping there's a setting somewhere I can make this change to utilize this feature.
While there is no yet interface that would allow the user to configure this manually, the following steps need to be performed.
Instructions:
Determine the UId of the auto-numbered column.
Using the script, set a new number for the column. In the examples, "4a40180c-61bf-de86-2f08-b05852a5ea6d" is the UId of the auto-numbered column, and "1" is the next value from which the auto-numbering will start.
MSSQL script:
ALTER SEQUENCE [4a40180c-61bf-de86-2f08-b05852a5ea6d] RESTART WITH 1;
In order to reach the goal, you need to find a system setting with the code "CaseLastNumber" and set its default value to the prefered one from which the autonumber shall start.
Hi Kyrylo, what about when we have created a new section in Freedom UI designer and used autonumbering feature there? What system setting is used for that?
While there is no yet interface that would allow the user to configure this manually, the following steps need to be performed.
Instructions:
Determine the UId of the auto-numbered column.
Using the script, set a new number for the column. In the examples, "4a40180c-61bf-de86-2f08-b05852a5ea6d" is the UId of the auto-numbered column, and "1" is the next value from which the auto-numbering will start.
MSSQL script:
ALTER SEQUENCE [4a40180c-61bf-de86-2f08-b05852a5ea6d] RESTART WITH 1;
FreedomUI mobile for now supports business rules for the object job can set it with a business rule designer. Page business rules for mobile FreedomUI can set up only in metadata mode.
Web pages are Classic or Freedom UI? Business rules for object work only if you use Freedom UI in mobile and web versions (if web version pages are classic and only mobile is Freedom it doesn't work).
It seems that the UsrSegmentClient column is a lookup and you need to use an actual Id here, not display value of the lookup (in the value: 'Distribution' part specify an actual Id of the record instead of the 'Distribution' value). That's why the rule doesn't do anything.
Indeed, tested the same locally and it didn't work. I've discussed this with our R&D team and in FreedomUI old approach with mobile app business rules won't work anymore, only in old UI. They also have a task to make it possible to develop business rules in Freedom UI using standard wizard in mobile app and they've prioritized this task.
If these are general business rules, it is better to configure them at the object level. In both mobile and web applications, these rules complement each other. Please find more information here.
Business rules for the page itself can only be configured through metadata development.
That usually means your package doesn’t have a dependency on the packages that add those tabs. Check which dependencies your package has. Adding dependencies to the sales and service package will likely make them show up.
