Unfortunately, for now, it is not possible to edit and add additional fields in the short contact and account profile using the basic application tools. However, we have registered this idea for the responsible R&D team to consider and implement in future releases of the application.
Unfortunately, for now, it is not possible to edit and add additional fields in the short contact and account profile using the basic application tools. However, we have registered this idea for the responsible R&D team to consider and implement in future releases of the application.
I am afraid the deletion of already sent emails is not possible.
Only "draft" and "planned" ones may be deleted. Deletion of sent is against our company policies, as they are connected to Active contacts in the licensed amounts.
Please note that the article you mentioned is outdated. Please try to follow the instructions from the up-to-date article below and let us know if questions appear.
is it possible to custom image size ? not using template 'S, M, L, XL' in page No-Code editor, but more like custom value in form page client module or custom css?
I intend to increase the width of the image; the size would be the same as the field width.
I'm currently using the trial version of Sales Creatio in Chrome and would like to integrate Gmail for better email management. Could someone guide me through the steps or provide tips on how to successfully integrate Gmail with Creatio? Any insights on best practices or potential pitfalls to watch out for would be greatly appreciated!
In order to add a gmail account you need to create an app specific password (which means you'll also need 2 factor authentication enabled in gmail also). Then, when adding the gmail account in Creatio you'll provide the app specific password instead of your real one. See https://support.google.com/mail/answer/185833?hl=en
Despite already using an app-specific password, I'm still encountering errors when trying to integrate Gmail with Creatio. What steps should I take to resolve this issue?
I often use backend validation in Creatio - I prevent saving a record and throw an exception from an event listener. It works like a charm, but as a result, the end user sees only a toast message, which is small and disappears after a moment, so it's easy to overlook. Is it possible to intercept such an error and display a normal confirmation popup, instead of thisone?
It would be great if there is a generic solution, which doesn't require me to change all of my validations.
As an alternative you can use websockets to implement your logic.
Here i created a custom section and a clientMessageBridge as described in this article. In this section i created a Test Field. To subscribe to message broadcasting in the HandleViewModelInitRequest handler i used schema attribute to store a function that will be called whenever a message is published. Also note, that you should unsubscribe from websocket connection when your view is destroyed. To do this please don't forget to implement such logic in HandleViewModelDestroyRequest handler.
On the form page when user clicks Save button a custom MyCustomRequest handler is called. In this handler i realized the following logic: call a business process (where i pass Test Field value as well as expected business process parameter value) -> if there is no validation error that is passed back from business process (hasValidationErrors property) i call SaveRecordRequest request -> if there is an error - the SaveRecordRequest is not performed.
Also the function that is triggered when a websocket message is broadcasted does open a pop-up which displays error message.
Here is an example:
And the outcome:
Hope this helps and let me know if you have any question left.
We have over thousands of contacts, so we decided to limit user to see contact that built by other team(divisions). But I assume it's prebuilt to make all user to view all the contacts.
So I wonder if that's some way to limit user to read the record?
You can implement this using "Object permissions."
To do this, go to Settings. Then find the "Object permissions" section.
In Object permissions, locate the "Contact" section.
Set up "Use record permissions" for each role.
For example, I added two roles: "Role1" and "Role2."
I configured it so that if "Role1" creates a record, other roles cannot see it. If a user with the "Role2" creates a record, users with "Role1" cannot see the data of this record.
Please note that this is an example; you can modify and adapt this example to suit your needs.
I hope you're all doing well. I am currently working on a project where I need to rename the "forecast" module to better align with the project's terminology.
Could someone guide me on how to edit the name of the forecast module? Specifically, I'm looking for instructions on which files need to be modified and any potential impacts this change might have on the existing codebase. Any tips or best practices would also be greatly appreciated.
To change the name of the Forecast section, you need to go to the workspace settings, go to the workspace for example Sales and find the Forecast section. Click on the section wizard and change the title of the Forecast object and save the changes.
Hello, Please specify where exactly you need a drop-down menu; Please provide us with the screenshots of the Classic UI functionality that you want in Freedom UI.
I believe Stefano is referring to a lookup displayed as a drop down. I would love to know if those can be sorted as well. They're typically sorted in alphabetical order, any of my attempts to change the order in the load request don't work.
I have decided to take a quick look at this and managed to get it working.
For example, adding this handler on the Accounts_FormPage should filter the "Type" by "Id" descending.
(In the code block change the ">" to ">", can't seem to fix this in the reply editor)
{
request:"crt.HandleViewModelInitRequest",
handler: async (request, next)=>{
let sortingConfigList = await request.$context.Type_List_Sorting;
let firstSortingConfig = sortingConfigList[0];
firstSortingConfig.columnName="Id";
firstSortingConfig.direction="desc";//desc or ascreturn next?.handle(request);}}
So the page context attribute we need to change is attributecode_List_Sorting. This is a list of "order configurations" (so you can order by multiple columns for example) So we just need to get the first item in this list and change the columnName from Name to whatever other field we need to order on And we can optionally change the direction property to "desc" to order descending (it is "asc" by default).
{
request:"crt.HandleViewModelInitRequest",
handler: async (request, next)=>{// 1.- Typo Empresa
let sortingConfigListType = await request.$context.Type_List_Sorting;
let firstSortingConfigType = sortingConfigListType[0];
firstSortingConfigType.columnName="NdosOrdenarPor";// Campo nuevo creado en AccountType
firstSortingConfigType.direction="asc";//desc or asc// 2.- Nro de Empleados
let sortingConfigListEmployeesNumber = await request.$context.EmployeesNumber_List_Sorting;
let firstSortingConfigEmployeesNumber = sortingConfigListEmployeesNumber[0];
firstSortingConfigEmployeesNumber.columnName="Position";
firstSortingConfigEmployeesNumber.direction="asc";//desc or asc// 3.- Annual revenue/Facturacion anual
let sortingConfigListAnnualRevenue = await request.$context.AnnualRevenue_List_Sorting;
let firstSortingConfigAnnualRevenue = sortingConfigListAnnualRevenue[0];
firstSortingConfigAnnualRevenue.columnName="FromBaseCurrency";
firstSortingConfigAnnualRevenue.direction="asc";//desc or ascreturn next?.handle(request);},
}
