Hi Sagar,

The ability to pass input values to a remote module component via @creatio-devkit/common is available starting from Creatio 8.1. This library is not present in version 8.0.

You can definitely implement this in 8.1+ to access the current record context (like ID, Name, etc.) inside your custom button component.

Helpful links:
- Implement a remote module - Creatio Academy
- @creatio-devkit/common

What to do:
- Add @CrtInput() to the input properties in your Angular component to receive values from the page context.
- In your Freedom UI schema (viewConfigDiff), pass record fields using $ bindings like $Id, $Name, etc.

Example implementation:
button.component.ts:

@Component({...})
@CrtViewElement({ selector: 'usr-button', type: 'usr.Button' })
export class ButtonComponent {
 @Input() 
 @CrtInput() 
 recordId!: string;
 
 @Input() 
 @CrtInput() 
 name?: string;

 handleClick(): void {
   alert(`Record ID: ${this.recordId}\nName: ${this.name}`);
 }
}

In Freedom UI JSON schema:

{
 "operation": "insert",
 "name": "UsrCustomButton",
 "values": {
   "type": "usr.Button",
   "recordId": "$Id",
   "name": "$Name"
 },
 "parentName": "SideContainer",
 "propertyName": "items",
 "index": 0
}
 

Daiana Gavrylenko,

Thanks for the reply.. I want to clarify that the app I am developing using remote module is for marketplace. So, If I'll be not having access to the Freedom UI json(correct me if I am wrong).

All I want is, the app(button) can be placed in any page(Account, Contact, custom app). Upong clicking the button I want access to the details.

Sagar Rodda,

What Daiana mentioned in the approach you need to take. The component is independent of the page. You receive values in the page via binding. The properties with @Input() are bindable and can be bound to properties of the page. The idea is that you'd add your button to a page, then bind properties for pass values from the record to the component.

Ryan Farley,

Okay.. I'll try to implement this..

may I know where I am supposed to put this in my remote module?

In Freedom UI JSON schema:

{
 "operation": "insert",
 "name": "UsrCustomButton",
 "values": {
   "type": "usr.Button",
   "recordId": "$Id",
   "name": "$Name"
 },
 "parentName": "SideContainer",
 "propertyName": "items",
 "index": 0
}

That is the part that adds the component (your button) to the page. That would exist on the page you add the button to in the viewConfigDiff. When you drag your button to the page, that gets added to the page code, but it also shows it was modified to add the binding properties "recordId" and "name" (which are bound to the current record's "Id" and "Name columns). That part has to get modified manually by the user of your button component since there's currently no designer support for custom components. 

Ryan Farley,

Unfortunately I can't take this approach as we have plans to push our app to marketplace. We can't expect the developers to update their form page everytime they use our app. 

Hello,

We have checked this question and there should be no limitation of this kind on the number of processes run at a time. We have also tested this behavior on a demo and could not reproduce it, therefore we suggest you to register a case for our support team at support@creatio.com so we could check this issue on your environment directly.

Hello, 

Thank you for your question regarding sending invoices as PDF attachments to clients through Creatio. It’s a valid and common use case, and we’re happy to provide guidance.

To implement this functionality in a streamlined and automated way, we recommend creating a custom business process in Creatio using the following elements:

1. Read Data – Use the Read data process element to retrieve the necessary invoice information.
2. Generate File – Use the Process file element to create the invoice file.
3. Send Email – Use the Send email element to attach and send the generated invoice to the client.

You can refer to this documentation for a detailed example of how the Process file element works:
🔗 Process file element – Creatio Academy

Additionally, to generate the invoice in PDF format, an external connector is required. We recommend using the AsposePDF connector available on the Creatio Marketplace:
🔗 AsposePDF Connector for Creatio

To trigger this process, you can either:

• Add a custom button to the Invoice section, or
• Configure a start signal to initiate the process automatically based on specific conditions (e.g., invoice status change).

Have a nice day!

Thanks, are there alternatives to the Aspose Connector? The one review is very bad. Also, as we had reports set up for a long time, we are able to convert reports straight to PDF's in Creatio using the Printables function. So the preference would be to utilise this functionality. 

Julia Molnar,

Unfortunately , currently there is only Aspose Connector which is align with your requirements. 

Greetings,

We have not encountered this specific issue before. It is possible that what you described is related to browser caching, although we cannot confirm this with certainty.

For a thorough investigation, we will need the site logs and the exact time the issue occurred so we can analyze the problem in detail.

Please create a support request by emailing us at support@creatio.com.

Regards, 
Orkhan

Hi Orkhan,

We initially suspected that the issue might be related to browser caching, but strangely, it occurs for all users.

We previously attempted to submit a support request, but because our customer support package ("Business support") does not include "Performance diagnostics," the Creatio support team was unable to provide a solution. That’s why I’m now reaching out to the community for help.

Hello!

Thank you for your question.

It sounds like you are referring to adding a dashboard to a record page, and having it filter data based on the current record (e.g., showing only activities related to the specific record you are viewing).

Yes, this is possible in Creatio.

To do this, you need to add a filter to the dashboard widget, so that it displays only data related to the current record.

 We’ve attached a screenshot that shows where and how you can configure this filter.

Please let us know if this answers your questions!

Valeriia Ripnevska,

Hello, thank you for the response.

I'm actually referring to the Classic UI. What you suggested will filter for a specific record but that isn't what I'm after. 

In Classic UI if I select the Activities section, there is a dashboards tab within that section.  Inside one of these dashboards I want to use the metric widget to count unique values. 

For instance, it may show one client name multiple times because many activities exist for that client (phone calls, emails, texts etc), however I want it to count the client only once as a unique value. I can filter the type of activity to only (phone call) for example but there still could be many phone calls for one client so I will see the client appear in the count multiple times.

 Another way to think about it, is that in excel I would use =unique - https://support.microsoft.com/en-us/office/unique-function-c5ab87fd-30a3-4ce9-9d1a-40204fb85e1e or conditional formatting to remove duplicate values, I want to apply the same logic to a creato metric widget in a dashboard.

Hello,

The only available option in this case would be to use a pivot table instead.  

Got it, thank you. Ultimately I wanted it as a Metric but this will suffice.

That is a property that shows for the save data button

Ryan

thanks!

Hi Ryan,

This setting works as expected in the cloud environment, but not in my local environment.

Do you have any suggestions?

Hello, 

In versions 7.17.3 and 7.17.4, to resolve the error, it is necessary to disable the feature Feature-UseTypeCastExpressionValidationInProcess by adding the following line to the application's \Terrasoft.WebApp\web.config file:

xml

<add key="Feature-UseTypeCastExpressionValidationInProcess" value="false" />

As an alternative solution, the issue can also be resolved by explicitly specifying data type casting in the formula.

Conversions that may lead to precision loss—for example, the error message “An error occurred in the formula: Cannot convert type 'Double' to 'Int32'”—must be handled explicitly through proper type casting.

Thank you !

Hello!

Yes, what you're describing is fully achievable in Creatio using a simple business process.

Here’s how it works:

We can create a form inside Creatio (as a section or a page) with the necessary fields: dropdowns, radio buttons, and free-text inputs.

When your sales reps click "Submit", a business process is triggered.

This process will:

1. Read the entered data from the form.
    
2. Format the data into a structured email body (for example, using a table or plain text with labels).
    
3. Send the email to the defined recipient, using Email element. The email body can include HTML for styling if needed.

As an alternative, you can also create a printable form (a printable report template). This report can then be reused within a business process and sent as an attachment in the email - for example, as a structured summary of the submitted data.

You'd basically change the Parent of the object from BaseLookup to BaseEntity. However, doing that will have the following impact: BaseLookup gives the object Name and Description, BaseEntity does not have those. This could break a lot of things with the page and also with data in records already saved.

I've not tested making this change, so definitely try this out in a test or dev system before attempting any of this in prod. What I would probably do, before you make the change from BaseLookup to BaseEntity, first create new custom Name and Description columns, for example UsrName, etc (assuming these are being used). Then migrate all data from the lookup columns Name & Description to the new custom UsrName & UsrDescription. Then change the page to map to these new custom fields. Then, change the parent of the object to BaseEntity.

Maybe there is some way to override the check for CanManageLookups for your one object as an exception, but I've never looked into that. I assume you'd need to go the route outlined above.

Ryan