Hello,

I would like to know how to approach the task of extracting the model of field entities to a CSV  or Excel file.

The idea is to provide project managers with a simplified view of the fields available in my Creatio instance. I'm not looking for details, just the field name, code, label (translation?), data type.

Any sugestions on how to approach this task?

Thanks,

Vlad 

Hi Creatio Community,

I'm currently working on a customization for the Activity page, and I need some help with dynamically showing/hiding tabs based on the activity type. Here’s what I need to achieve:

1. Hide the "Attachment" tab when the activity type is "Task."
2. Show the "Case Attachment" tab for tasks related to a specific case only (it should display attachments only for the selected case).
3. For all other activity types, the "Case Attachment" tab should be hidden, and the regular "Attachment" tab should be visible.

Essentially, I want the tab visibility to switch dynamically based on the activity type and the case involved. I’d appreciate any suggestions on how to implement this, whether through JavaScript handlers, custom logic, or any other method that can meet this requirement.

Thanks in advance

Hello

Does anybody know how to share records in Freedom UI? In classic UI we have "Action" button with "Set up access right" menu item. But I can't see the similar button in Freedom UI, for example, on Contact form page. Shoud I customize the form and add it?

How to hide Attachment tab in task type activity while showing my own case attachment tab or in general how can i programmatically hide a toggle tab in freedom ui .

I want to hide the attachment toggle tab and show case attachment which is created by be , also want to programmatically trigger their visibility , please refer below image for reference 

Good day, I have a question regarding the tabs in Classic UI. I want to make them disabled, or locked or unclickable in my edit page. If you know how to implement it please could you show it in the following code snippet:

                "operation": "insert",
                "name": "AgbPrimaryDataTab",
                "values": {
                    "caption": {
                        "bindTo": "Resources.Strings.AgbPrimaryDataTabCaption"
                    },
                    "items": [],
                    "order": 0
                },
                "parentName": "Tabs",
                "propertyName": "tabs",
                "index": 2
 

Hello , 

I have been struggling with permissions lately , I have a Freedom UI Details page that shows sections depending on the user role or the user contact specific information .

When I try to create a Business rule I only find User contact But can't Access User Contact informations . 

Any suggestions please ?

Hi Team,

I am trying to send a user notification at the end of my business process, but I would prefer it not to appear as a hyperlink. I've attached a screenshot showing how it currently looks, along with my business process configuration where I set up the user notification element. I've reviewed an article on setting up notifications in a business process, but I'm looking for a workaround to disable the hyperlink.

Send a user notification in notification center from process | Community Creatio

Thanks.

Hello Creatio community,

I am using Creatio Studio Product (V.8.1.2.3941) and license "bpmonline self-service portal on-site subscription". 
I want to create a new section and page for a new object that I developed. This object will be available in Portal workplace. I created the portal screen using classic UI but it doesn't appear in the workplace setup for "External users". The only screen that Portal users can view is "Knowledge Base" screen which came with Creatio's product.

I read the Creatio documentation in "https://academy.creatio.com/docs/sites/academy_en/files/pdf/node/2088/C…" and it says that: "If you use the self-service portal, you can modify the existing portal sections but cannot add new sections.". How can I make my screen for my new created object available for portal users?

Hello

I been trying to block the record so the users can't make changes or erase the record at some point of the process to do that I am changing the access rigths of a record using the element Change Right in the DCM.

But I the record can still be modified and erase ( the user that I use to make the test is not a System Administrator) can you help me to know what Im doing wrong? 

Also it is posible that the owner of the record can't modified the information or i can't take away this right? 

Thank you.

Hello, I'm wondering if there is a way to import sharepoint comments directly into the feed in creatio? I could not find any articles or other questions on this. We'd like to move data from sharepoint over to creatio and to have users use the feed similar to how they used sharepoint comments. It's important that we can move over this data.

Thank you,

Eric