Creatio does allow you to create your own custom UI components that you can add to the UI and even handle requests, read data, bind properties, etc. Documentation here on creating custom components: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/category/freedom-ui-component

Video tutorial here: https://www.youtube.com/watch?v=CE5uETqTsyQ&list=PLnolcTT5TeE2BMFf_XmJrSwpnbcLCLJkb

A simple approach (with limited capabilities compared to creating a full control) can be seen here: https://customerfx.com/article/embedding-an-iframe-on-a-creatio-freedom-ui-page/ (you could use this approach to render any HTML, not just an IFRAME as the article shows)

Ryan

For classic details, rules implemented on the page are also manifested in the list for the detail. I believe you can just implement the filtering for the lookup on the page for the detail, then it will work in the list as well. 

Thank you Ryan  for your answer!
Actually, my detail is an editable grid. I noticed that the page-level lookup filtering doesn't propagate into editable grids automatically. From my tests and observations, the editable grids seem to require explicit filtering logic within the generateActiveRowControlsConfig method instead.
Could you please confirm if this understanding is correct, and perhaps suggest any best practices or examples explicitly for editable grids?

It would look like this - I typically also add Type=4 for users (although that’s a little redundant) and also add Connection Type=0 to get employee users (not external/portal users). 

Basically, from your screenshot, click "Quantity". Then set count > 0 (or click count to change to exists), then add the sub-conditions under that.

Ryan

Ryan Farley,

Thank you Ryan for your time and help! This solution worked for me. 

Hello,

In order to create the mask for the text field you can add a handler that will apply formatting to the text field value when user are typing.

You can use the following code snippet as an example:

{
	request: "crt.HandleViewModelAttributeChangeRequest",
	handler: async (request, next) => {
		if(request.attributeName == "PDS_SCCPF_luo5kno"){
			let value = await request.$context.PDS_SCCPF_luo5kno; 
			value = value.replace(/\D/g, ""); // Remove non-digit characters
			if (value.length > 11){
				value = value.slice(0, 11); // Limit to 11 digits
			}
			let formatted = "";
			if (value.length > 0) {
				formatted += value.slice(0, 3);
			}
			if (value.length >= 4) {
				formatted += "." + value.slice(3, 6);
			}
			if (value.length >= 7) {
				formatted += "." + value.slice(6, 9);
			}
			if (value.length >= 10) {
				formatted += "-" + value.slice(9, 11);
			}
			request.$context.PDS_SCCPF_luo5kno = formatted;
 			request.preventAttributeChangeRequest = true;
		}
		return next?.handle(request);
	}
}

Thanks so much.
It worked wonderfully.

Dear Nicolas,

You can implement this logic in Freedom UI pages using "Apply filter by page data". 

Below, you can see an example of this binding using "Case Lifecycle" list as an example:



Here is a link on how to set this up: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/element-setup-examples/components/set-up-list-components#title-2761-2 

I hope this helps. Have a great day!

Creatio does have this, or at least it can work like this. If you're using organizational roles, each organizational role can have a management role. The management role inherits the permissions of the users in the organizational role. Meaning, if you create an org role called "sales" and then add an management role for the sales org role, the people in the management role inherit the permissions of the users in the org role. See https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/user-management/organizational-roles#title-2266-2

Note, this often means you also need to setup object/record permissions for things based on these roles as well, instead of by users (so the permissions can be inherited by the managers of the role). For example, you could add record access permissions that if anyone in "sales" creates a record, that edit permissions is given to anyone in the "sales managers role".

Ryan

Ok, Thanks -- that's kind of what I thought, with my rudimentary experience with roles (and Creatio in general).

So, applying this to our large sales organization ...
Instead of implementing a single "sales" role, we would need to implement a "superuser" role, but for each sales division -- perhaps?

For example, we have 8 sales regions, like "Asia" and "Europe" and "South America".  There are 30-50 sales reps in each region.
We don't want all their "issues" trickling up to one admin, so as I mentioned we want a "SuperUser" in each region:  "SuperUser-Asia", SuperUser-India" and so on.  I guess these would be "management" roles in Creatio.

So, we would have to divide up the Sales Reps (users) into separate orgs (one for each region) so that their data would be visible to their SuperUser? 
Can I create separate orgs in Creatio, all living underneath the main Company org?

Thanks -- any suggestions you have are appreciated!

Rob

Yes, the roles are hierarchical. Each sub role inheriting the permissions of the roles before. You can have a role for sales, then sub roles for each division. Each division can have a managers role which could give them inherited permissions for the division they manage.  

I will have to review this with our integrator.   They are telling us that in the forthcoming release of Creatio, there are some enhancements to roles and permissions -- Are there any hints or documentation as to what this might be?   We need to allow certain roles to be able to edit specific data but not all.

(For example, a salesman creates a customer account DuPont Paints and can assign it to a "master" account DuPont International. This is really something that his local manager admin should also able to do, but can't)

Hello,

Please reattach your screenshot since its corrupted and cannot be reviewed. In general please make sure your package where the element is developed is not the assembly package and that the product that you are working in is of marketing build (like sales-enterprise-marketing-service-enterprise).

Hi Enjio! How are you? As a quick workaround, you could use "Add Data," element add a record, for example, in a "LogSMS" custom entity, and create a BP that has a trigger on that table and the logic for sending the SMS.

Hi,

Yes, starting from version 8.x, Creatio uses dependency injection (DI) more actively, including for services like IFileRepository, which is now resolved via ClassFactory.Get<IFileRepository>().

To override the default implementation, you can register your custom class as the default for the interface in the dependency container.
 

Solution: Register your class for the interface

You have to create your own AppEventListener and bind your class to the appropriate interface there.

public class UsrAppEventListener : AppEventListenerBase
{
	public override void OnAppStart(AppEventContext context) 	{
		base.OnAppStart(context);
		ClassFactory.Bind<IFileRepository, CustomFileRepository>(reuseType: ReuseType.Singleton);
    }
}

Where:

• CustomFileRepository is your custom class that implements IFileRepository
• ReuseType.Singleton (or None) depends on your usage

⚠️ Important: Ensure your class fully implements the IFileRepository interface.

This way, when FileService calls ClassFactory.Get<IFileRepository>(), it will receive your custom implementation.

TU Irina

The new behavior is Creatio tries to make it's best judgement of where to save things, it does NOT use the Current Package setting. It's not often correct in where it decides to save things IMO and a bit frustrating, so there's really no where to see it because the system will decide differently based on what item you're trying to save. This article shows how to force save a page into a certain application's pacakge or to turn off the new way and revert back to using the Current Package system setting instead: https://customerfx.com/article/reverting-the-behavior-for-saving-pages-in-the-creatio-freedom-ui-designer-to-use-current-package-setting/

Ryan

Thanks Ryan,

we are trying to have App/package structure where one App has all of the objects and then all of the different apps are dependent on the Data from the DB package.

Intention is to deliver independently from data model different apps for different projects ongoing in the customer

This would work fine with classic but now we are running into some question because of this "smart" behavior.

Last example was Creatio added a field in the activity object to link to custom object when we added a list to the page of the custom object

Do you think this approach would fix these issues?

Thanks again

Check out this article:

Store app data | Creatio Academy