8.0 | Community Creatio

14:48 Mar 19, 2025

Dear,

On Classic UI, we had a preview of files in emails attachments.
Is it possible to have the same preview on Freedom ?

Classic:

Freedom : is there a way to see a preview of image files ?

Thank you !
Nicolas

4 comments

Best reply

01:21 Mar 20, 2025

Hello Nicolas,

FYI I do have a marketplace add-on started that does previews for images in Freedom UI file list galleries, inline without needing to click it to open (only image type files show the preview, any other file type will show only the icon as it does normally):

It still does have a little work needed, but should be in the marketplace soon. Video preview here: https://share.customerfx.com/04uDmnv7

Ryan

Anton Starikov

16:53 Mar 19, 2025

Hello!

Unfortunately, currently this is not possible with the out-of-the-box solution.
If you want to display a certain image for the record, for example company logo for the account record, you can use an Image component.

You can also consider using the following marketplace solution: https://marketplace.creatio.com/app/banza-files-extended-creatio?check_logged_in=1

Regards,
Anton

01:21 Mar 20, 2025

Hello Nicolas,

It still does have a little work needed, but should be in the marketplace soon. Video preview here: https://share.customerfx.com/04uDmnv7

Ryan

10:16 Mar 20, 2025

Hello Ryan,
So we will wait for your solution !
It is for the images that we would like to have a preview
Thank you

Reloading detail in a freedom ui page

03:42 Mar 21, 2025

FYI, I've submitted the add-on to the marketplace. Should be available soon.

Ryan

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User

13:17 Mar 19, 2025

After adding records ,How can I reload a detail list in a Freedom UI page from a task script within a business process, without using the live update feature in the object?
Thank you

3 comments

User

14:45 Mar 19, 2025

Note that i'add this code in the task script in the process

var userConnection = Get<UserConnection>("UserConnection");
string messageText = "Successful";

Terrasoft.Configuration.MsgChannelUtilities.PostMessageToAll("ReloadDetail", messageText);
return true;

i got this error message
"The type or namespace name 'MsgChannelUtilities' does not exist in the namespace 'Terrasoft.Configuration' (are you missing an assembly reference?"

Oleg Drobina

18:43 Mar 19, 2025

"The type or namespace name 'MsgChannelUtilities' does not exist in the namespace 'Terrasoft.Configuration' (are you missing an assembly reference?" - this error message will occur in case the business process is created in the assembly package. The only workaround is to uncheck the "Assembly package" property in the package settings or move the process to the regular package.

As for the possibilities and if LiveUpdate is not an option - yes, socket nessage to the client-side and triggering the LoadDataRequest with reload enabled is the only option.

await next.handle(request) in SaveRecordRequest return undefined

09:04 Mar 24, 2025

I also encountered this same error, but in my case, it was due to a dependency issue. I resolved it by adding the 'crtBase' package as a dependency in the package containing the business process.

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OCR

Michael Fernando Handoyo

08:07 Mar 19, 2025

i am trying to scan an uploaded document to be able to fill in specified data from a document, such as KTP(indo) taking the information from a picture of that KTP and inputting it into the required fields such as address, Date of Birth, Name, NIK, so on and so forth.

right now i am only able to upload a document and am wondering if there is a way to scan through that document

3 comments

Damien Collot

13:02 Mar 19, 2025

Yes ! Would love to understand how to do that :)

Mohamed Ouederni

16:53 Mar 19, 2025

This task will require an OCR SDK/API to extract the data from the file. Then you can use the extracted data to update the record.

Anton Starikov

18:37 Mar 20, 2025

Hello!

Please note that currently there is no such functionality in our system, but we have registered this idea for our R&D team and they will review the possibility of adding it in future.

Regards, Anton

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FreedomUI

crt.SaveRecordRequest

Studio_Creatio

8.0

Farraz Aryasa

04:19 Mar 19, 2025

Hi Community,

I want to run a function only if the SaveRecordRequest is true. I tried to run await next.handle(request), but it returns undefined even if the record is save is successfully. Here is my code and test result:

			{
				request: "crt.SaveRecordRequest",
				handler: async (request, next) => {
					const saveResult = await next.handle(request);
					if(saveResult) {
						const id = await request.$context.Id;
						const files = await request.$context.SPJFile;
						await carPooling.uploadSPJ(id, files);
						request.$context.SPJFile = null;
					}
 
					return saveResult;
				}
			},

1 comments

Remove new contact from the contact name which are created automatically by incoming email.

13:38 Mar 19, 2025

Would the code in this article be a solution, Saving a Page Before Some Action on a Creatio Freedom UI Page | Customer FX.

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18:53 Mar 18, 2025

Hello Community,

I want to remove "New Contact" from the contact name (e.g., New Contact (email address)).

I tried using a business process that runs when a new record is added to an activity. It retrieves the name from the "From" field (name ). However, since the contact field in the activity is empty, I cannot access other contact details.

To work around this, I used a timer signal with a 5-second delay, which worked. However, the issue now is that the case registration email is sent before the business process updates the contact name. I also tried delaying the case registration email, but when I do, it is not sent at all.

Is there another way to update the contact name?

Additionally, why is the email delay not working?

5 comments

Dymytriy Vykhodets

15:59 Mar 20, 2025

Hello,

Please provide a screenshot of your business process, along with settings of the element that updates the name.

05:09 Mar 21, 2025

Dymytriy Vykhodets,

This is business process -

It runs every time an email message is added. After waiting for five seconds, it reads the "From" and "Contact" fields from the activity section. Then, using a script task, it extracts the name from the "From" field and sets it as the full name of the contact.

Mira Dmitruk

05:12 Mar 21, 2025

Darshan Dev Prajapat,

Please also provide the screenshot of the settings of the element that updates the name.

05:14 Mar 21, 2025

Mira Dmitruk,

You mean this

After getting resultname from here i am setting full name of contact in set full name.

Disable Button temporary after click

08:55 Mar 24, 2025

Any update on this?

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Sasori Oshigaki

16:03 Mar 18, 2025

Hello Community,

We have a button in Freedom UI that calls a Business Process.

We want this button to be disabled at least for several seconds, till the process is completed. Clicking the button again, while the BP is still running might bring several issues to our logic.

(Printscreen: Button calling BP)

How can this be achieved?

Regards,Sasor

4 comments

Damien Collot

11:39 Mar 19, 2025

Interesting idea :)

13:53 Mar 19, 2025

We could do with this. I think I may have implemented this in the past by disabling the button on calling the process, and using the Send Message element at the end of the business process to publish a message that the client module is subscribed to to re-enable the button.

Sasori Oshigaki

10:11 Mar 20, 2025

Hello community,

Is there any other way besides the Backend-Frontend websocket (which I havent tried yet)?

Sasori

Auto-Response Emails Sending as Separate Threads on Case Stage Change

16:59 Mar 20, 2025

Sasori Oshigaki,

As long as the process is not set to run in background, and you're starting the process via code, you can use the method outlined in the article below to know that the process has completed and re-enable the button without the need for messages: https://customerfx.com/article/starting-a-process-from-client-side-code-on-a-creatio-freedom-ui-page-and-getting-back-outgoing-process-parameters/

Ryan

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mahalaxmi

07:27 Mar 18, 2025

Hi Community,

I'm encountering an issue where auto-response emails triggered by case stage changes are being sent as separate threads. Has anyone experienced this before? If so, could you help me fix this so that all emails are sent within the same thread?
I have attached a screenshot below for better understanding of the issue.

Kind regards,
Mahalaxmi Ganesan

1 comments

Hanna Skalko

15:41 Mar 19, 2025

Hello,

Unfortunately, it is hard to tell what exactly causes such behavior without a more thorough investigation of your system setup.

We would suggest creating a ticket for the Creatio Support to find out what causes this problem.

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Creatio_Analyst_Certification

Studio_Creatio

8.0

Self assessment - Creatio Analyst certification test

Juan Carlos Ruiz

19:59 Mar 17, 2025

Hello everyone,

Could anyone share the link to the self-assessment cases that can help me prepare for the Creatio Analyst Certification Test?

I would really appreciate your help!

Thank you!

Juan Carlos

3 comments

16:28 Mar 18, 2025

The link to the self-assessment alternative answer questions is here, Certification & Tests | Creatio Academy.

There are no practical assignments that you can practice in advance.

Juan Carlos Ruiz

19:25 Mar 18, 2025

Thank you, @Gareth Osler!

Should I select Sales, Marketing, or Service?

I just completed the CREATIO ADMINISTRATION AND CONFIGURATION guided training.

18:42 Mar 19, 2025

Should I select Sales, Marketing, or Service?

That depends on which Creatio product you wish to develop "technical skills and expertise" in.

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Filter lookup on account

18:46 Mar 17, 2025

Dear,

We are currently moving from classicUI to freedomUI and I m not able to do a simple filter on a lookup.

I want to filter a contact lookup of the account page. I only want to display the account contacts.

So in the account page business rules i did :

But the lookup is not filter

What do i miss ?

Is it because there is no condition ?

Thank you in advance,

Nicolas

4 comments

Best reply

Mohamed Ouederni

19:37 Mar 17, 2025

Yes, you have to populate the condition part. You can create an always true condition as a workaround (true == true).

Mohamed Ouederni

19:37 Mar 17, 2025

Yes, you have to populate the condition part. You can create an always true condition as a workaround (true == true).

23:54 Mar 17, 2025

Fyi this is fixed in 8.2.2. Release notes mention: Streamlined business rule setup. "Dynamic filter" and "Set value" business rules no longer need conditions to work

17:21 Mar 18, 2025

i had to add a condition then the rules works. i added if id is filled in.