I was wondering what approach you guys usually take to make testing more automated and faster inside creatio

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Hello,

We recommend using development (dev) sites to test any development, including business processes. This approach enables you to identify and resolve potential errors in the developed functionality without impacting the production site, ensuring its stability and uninterrupted operation.

Best regards,
Antonii.

Sure, but assuming you reach a point where there many inter-related things and/or you're asked to add an small thing which could lead you to try every possible route in order to see if anything breaks, it takes time. So I as wondering if there is some kind of approach people take.

 

I was thinking of the possibility of using other business processes to simulate the actions of an user for unit testing. I haven't thought of it deeply, but an inmediate doubt that came to my mind was how could I recopile for example the results of a related process that was triggered by the testing process, or in general the results of a group of tests in a custom section

 

I don't know if another person has already done it

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Hi,

 

how can I bind data by filter (like it was some years ago)?

I need to bind big part of data (combined filter between two dates and not containg specific text) and it is very difficult to click them manually. 

 

Kind regards,

Vladimir

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Hello!

 

At this point, you are able to bind all data to data binding or add them manually. We do not have such functionality where data is binding due to a specific time filter. I will inform our RnD team to research the possibility of adding such functionality in the future.

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Hello community,

 

I want to remove the "No-Code Playbook" picture that appears by default on login page. Does anyone know how to do this?

 

Thanks in advance!

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Hello,

You need to disable ShowWidgetOnLoginPage system setting in order to hide widget on the login page.

Best regards,
Pavlo!

Hello,

You need to disable ShowWidgetOnLoginPage system setting in order to hide widget on the login page.

Best regards,
Pavlo!

Thanks, Pavlo. It worked!

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I have this list page, which has two QuickFilters, I need to get the values ​​from these quickfilters so that when the New button is pressed, these values ​​are passed to this new page to be taken into account when creating a new Payment.
One of the filters selects the contact and another selects the Loan to which the payment will be made. I have tried many ways, but I am unable to get the data from the quick filter.

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How are you trying to do it? there is an element in the $context.attributes that must have the quickfilterName + "_value" and could be an array

How are you trying to do it? there is an element in the $context.attributes that must have the quickfilterName + "_value" and could be an array

Hi Jesus, I have tried to do it through that way but I only get undefined

hmm, if you do a console log to every change request in the handler (without specifying the attributeName) you can make sure you're using the correct name. I guess you've already done it, but just to make sure. 

 

Aditionally, there you could see in what format it comes. From what I see, it should show an array of objects, each object with an id and a displayValue

 

Probably the undefined is because of trying to get directly the value from the array without specifying which indexes. Or maybe you're trying to get the value from an inexistent field in the lookup. It's hard to tell without seeing the actual code

Carlos Soto,

Jesus is absolutely right. You may cover your task by taking the element code + "_value" in handler.

Please check one more time where exactly you are trying to take the filter value.

Hi Anhelina,

 

this is the code in the javascript of my form page

 

As you can see, the quickfilter does not have a control with which you can control the change in the field or recover the value that is set to it.

 

	"operation": "insert",
				"name": "QuickFilter_Loans",
				"values": {
					"layoutConfig": {
						"column": 1,
						"row": 1,
						"colSpan": 1,
						"rowSpan": 1
					},
					"type": "crt.QuickFilter",
					"config": {
						"caption": "#ResourceString(QuickFilter_Loans_config_caption)#",
						"hint": "",
						"icon": "filter-column-icon",
						"iconPosition": "left-icon",
						"defaultValue": [],
						"entitySchemaName": "DfcLoans",
						"recordsFilter": null
					}
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We need to create 10 similar Dashboards, for each Region. Visualization and all filter criteria are the same except 1 lookup (for Region) should be different

What are the most effective way to replace this lookup ID for each dashboard, but do not change it manually, as there are more than 50 visuals on each page. and we need to repeat this for 10 regions.

Thanks for ideas

Thanks,

Leo

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Leonid,
 

The Dashboard section is a unique section implemented in Classic UI, and unfortunately, it is not possible to configure such a dynamic filter in this section.
 

However, you can manually set up same dashboards in Freedom UI. For example, you can create a new home page and implement the solution with quick filters there.

Hello,
 

Unfortunately, such changes are not feasible in the context of Classic UI dashboards, as the configuration of these charts (dashboard object, filters, sorting, etc.) is stored in the database as JSON configurations.

 A whole tab corresponds to a single record in the SysDashboard table, and all settings are stored in the Items column.
 

In this format, the field value used for filtering is not just an Id, but an entire config with various parameters.
 

Therefore, a much faster solution would be copying the dashboard tab and modifying it manually:


On the other hand, in Freedom UI, dashboards are not stored in the database but directly in the schema of the page. As a result, you can modify the parameters directly in the schema.


 However, this approach also requires time and is unlikely to yield a faster result than simply copying and manually adjusting the lookup field value.



Also, in Freedom UI, you can dynamically filter charts using the Quick Filter. This way, you only need to configure the charts once, and by using the quick filter, you can check all regions of interest dynamically.
 

Thank you for reaching out!

Pavlo Sokil,

Does the approach with Freeform UI work for Dashboards (Підсумки), but not for separate Entities (Sections like Lead or Opportunity)?

Leonid,
 

The Dashboard section is a unique section implemented in Classic UI, and unfortunately, it is not possible to configure such a dynamic filter in this section.
 

However, you can manually set up same dashboards in Freedom UI. For example, you can create a new home page and implement the solution with quick filters there.

Leonid writes:

Pavlo Sokil,

Does the approach with Freeform UI work for Dashboards (Підсумки), but not for separate Entities (Sections like Lead or Opportunity)?

If you select data from SysDashboard, you can find dashboard configuration. I see filtration settings are stored in Items column. 
Maybe you can update this with SQL script

 

Hi Leonid, 

You could build one dashboard and then install the Quick filters for Creatio, add a simple filter to the section and let the end users apply that filter themselves. I believe it'd be cashed for them anyway if they want to have it always applied. 

 

https://marketplace.creatio.com/app/salesup-quick-filters-creatio

Best,
Jacek

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Hello community,

 

the Excel reports builder for Creatio | Creatio Marketplace doesn't work correctly for custom sections.

I created a custom section and the "Section report" designed with the addon does not appear in the list section.

The addon adds the section customization on the "ListFreedomTemplate" but the freedom list page created inherits from ListPageV2Template (CrtUIPlatform).

 

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I tried to replace the ListPageV2Template, but it doesn't work

Does anyone have some suggestions?

Hi Stefano,

 

Thanks for letting us know about this issue! The responsible team plans to submit the update to the Creatio Marketplace at the beginning of February.

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Hi,
After upgrading Creatio from version 8.1.0 to 8.1.5, I encountered a strange issue. The first symptom is that the calendar stopped working and cannot be displayed at all. The browser console shows the following error: "Uncaught Error: Script error for 'Calendar_ListPage'." While analyzing the issue, I discovered that Calendar_ListPage is not registered in the Terrasoft.configuration.RootSchemaDescriptor object. However, the calendar can still be accessed through the designer.

Another, more serious problem is that performing any actions in the system has become very difficult. Attempting to save any view or object results in the following error:

 

Item with name "Calendar_ListPage" not found

 

I tried to resolve this issue, but in the meantime, I needed to create a new object. I created it through the application hub with the entire section. Then I attempted to rename it. From that moment, I started getting the same error message throughout the system, but this time related to the original name of my object.

I’m not sure if this is important, but the instance works at Linux and has enabled file design mode.

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Hello,
 

In version 8.1.1, the base page Calendar_FormPage was renamed to Calendar_ListPage in the product. 

If you had overrides for this page in your custom packages, the override will not be renamed, which will cause a structure generation error, as the schema inheriting from another schema will now have a different name.
 

You need to check if there is a schema named Calendar_FormPage in your system. If such a schema exists, rename it to Calendar_ListPage and also update the Define block in the page code accordingly.

Example:
Before

After


(Before this changes you need temporary clead SchemaNamePrefix system setting)
 

If the issue is not related to this, please contact our support team for assistance - support@creatio.com


Best regards,
Pavlo!

Hello, it works! Thank you very much :)
Is there any way to stay informed about such changes to avoid similar problems in the future? I didn’t find anything about this in the release notes.

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Our client wants to hide the splash screen, the Creatio icon with the loading wheel that appears after a successful login, and before the shell is being displayed. 

 

Is there a way to accomplish this?

Thanks!

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Hello,

 

It is not possible to completely disable the login screen. However, you can customize it by uploading a custom image in the "Logo customization" setting to replace the default login page logo.

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What is the best filter to use to measure FCR for cases?

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Hello,

 

The First Resolution time cannot be changed using the OOTB tools.

However, perhaps I have misunderstood your question.

Could you please specify what do you mean by using the filter to measure FCR for cases?

 

 Thank you! 

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Hello community 

What do you suggest to start a new Creatio project, use the setup file for .NET Framework or start with NET 8?

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Dear Stefano, 

The decision to start the new Creatio project with the .NET Framework or with .NET 8 is entirely up to you. We support both options, so feel free to choose the one that best suits your needs. For additional guidance, you can use the system requirements calculator here: Creatio System Requirements Calculator.

Hanna Shevchenko writes:

Dear Stefano, 

The decision to start the new Creatio project with the .NET Framework or with .NET 8 is entirely up to you. We support both options, so feel free to choose the one that best suits your needs. For additional guidance, you can use the system requirements calculator here: Creatio System Requirements Calculator.

Do all marketplace addons work with both frameworks?

Vladimir Sokolov,

Hi!

 

Unfortunately, not all marketplace add-ons are compatible with both platform types. Some are designed specifically for .NET Framework, while others are compatible only with .NET. However, some add-ons do support both platform types.

To check compatibility, you can refer to the "Installation" tab on the marketplace page, where the available platform types are listed.

You might want to set up in .net 8 . Creatio 8.2.1 release notes : ".NET 6 deprecation. Since Microsoft ended official support for .NET 6 in November 2024, starting from version 8.2.1 Creatio no longer supports .NET 6 and switches to .NET 8."  https://academy.creatio.com/docs/8.x/resources/release-notes/8-2-1-energy-release-notes#title-2782-14 

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