For Financial Services Creatio product lineup, thre is BaseFieldsDetail schema of the BaseFinance package to set up details with fields. This package is available only in Financial Services Creatio product lineup.
I need to enable the Product Parameters Terms using the Field Details in Freedom UI. What is the best way?
This is the view of the field detail in Classic I'm trying to replicate
We would like to clarify whether you would like to 1. introduce the adaption of this detail in Freedom UI version of the same page 2. or whether you wish to develop this detail for another section?
The closest element to a detail from Classic UI in Freedom UI is an expanded list that would refer to the elements of the relevant object
log in to the various users and want to approve and I don't see that the approval table counts the approvals on their screen. its always 0 before approval. this is normal ?
the only one who sees the counter count perfect is the "admin" user. why ?
Currently, this behavior is not adjustable, but we will keep you informed of any updates on this feature. We've registered your request with our R&D team to explore the possibility of customizing the progress bar’s stage visibility based on screen width in future releases.
Hello I was attempting to display other attributes of Product in Lead section (except of Duration) , like minimum amount, maximum amount and so on. Could you please asssist me with this issue
I am trying to set up an A/B split test in a campaign, however when I install the add on from the market place in the link below, I am not seeing this added into the campaign set up. Are there any tips/tricks on getting this to work? After installing the app I updated the DB structure, generated the source code for all schemas and compiled my environment and still not showing.
Is there any way to open a web page in preferably a new tab of the browser. I've tried doing this in a client module with `window.open( ... )`, however a tab/ page is opened for every user logged in and not just the current user's browser.
If not can I make a feature request, a process element that enables a new tab to be opened and directed to a page.
I am building an integration to access NatWest APIs. To do this the user has to give consent for access on the NatWest website. This is done by redirecting from Creatio to a page on the NatWest website where the user logs in and selects which accounts they want to give consent to, at which point NatWest send the browser back to a redirect URL. So I need to redirect the browser to a NatWest URL from within Creatio to get consent.
I also have a second problem. I need to give the NatWest API a redirect URL to send the browser back to Creatio after the user has given consent. I thought I could do this using the Creatio webservice to run a process. However NatWest append the consent code parameter to the redirect URL with a '#' fragment, e.g.,
If i understood you correctly: I think that an answer to the first part of your question can be window.open. The second problem you are describing is a bit confusing but you can a web service that will create a business process and pass there a result of your call to NatWest.
The problem with `window.open()` is that it opens the window for all users logged in to the Creatio instance and not just the current user. I have worked around it by displaying the URL in a dialog for the user to copy and paste into a browser tab. But a way to open a web page in another tab in the current user's browser would be good.
I have a solution to the second issue, creating a new Freedom UI page to act as the redirect URL. It's a workaround but it works.
You could use a business process where the system calculates this value (formula element), use the 'send email' element with the template, and add this information using business process parameters.
I have created Business Process 1 with three parameters. I can send the GUID from the Form Page, but I also want to pass the SchemaName as a parameter to the Business Process.
1] Business Process: ( Process with 3 Parameters: )
2] Account_FormPage:
How can I send a text value parameter from the Form Page to Process? Can I Send the Multiple Parameters to Business Process? Is there any solution for this?
Unfortunately, it is impossible to do it now, but we've registered it in our R&D team backlog for consideration and implementation in future application releases. Thank you for helping us to improve our product.
I have a question : If I trigger the process from different pages, such as Account_FormPage, Contact_FormPage, or Order_FormPage, is it possible to capture detailed information in the business process flow indicating from which specific page the button was triggered?
I'm looking for something similar to how HTTP request header parameters work.
Unfortunately, when triggering a business process from a button, it's impossible to determine from which specific page the process was initiated using no-code tools. However, we recommend creating a separate business process for each page. This approach lets you know exactly which page the business process was launched from.
This is a major annoyance reported by our sales team & client's sales teams.
(I say major when they have a couple emails they need to send per day through Creatio, it does not make sense that it cannot at minmum link the "to" with the contact when opening from the contact page. It a small thing that becomes big with multiple repititions a day)
It looks like the message composer component does expose a "to" input property. I assume you could bind an attribute to that to populate
I've not tried this doing this yet. When I debug there the "to" value is an array of strings containing strings like "Ryan Farley <test@email.com>;"
Of course, setting that would only help if you're using the MessageComposer component on a page, like a contact and need to set for that contact. For using the EmailMiniPage, you'd still need to get the context of the record to the page. Since it's based on Activity, maybe it would work to just set the default values for the activity?
BTW I just tried using an crt.CreateRecordRequest for Type=Email and including a Recipient and Contact, it didn't work. It did open the EmailMiniPage, but it doesn't show a To value. It also didn't let me send it, I got some message about exceeding Max size text. Not sure why but it apparently doesn't like to have default values set (weird because it works for a reply, it does set those fields for that)
Here is the information I receive from Creatio about this issue: This is planned in ootb in 8.2.1 or 8.2.2. version. Estimation - early winter. For now, product owner advises that developing a workaround solution will be an overkill for this task as there is no easy workaround.
