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

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.

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.

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.

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! 

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 

Hello Jeffrey, 

Unfortunately, there is no possibility to track down the information about exports from the CRM system.
We have already registered the idea for our R&D team to implement this functionality in further releases. 

Thank you for your valuable help in improving our product!

Hello,
 

A business process cannot cover such a business task, as business processes cannot change the view of the page you are on. You can configure the business process to start on a button for the page, in which you will pass the selected record as a parameter, but the business process in turn will already open a new page (that are available in terms of business processes) where you can already filter the records based on the selected option.

We believe that to achieve this behavior, you will need to consider developing at the client module level. From the screenshots provided, it looks like this is a FreedomUI page, so we recommend that you have a look at the materials on Creatio Academy for development:
1) https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/category/freedom-ui
2) https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/freedom-ui-customization

Thank you.
 

Hello!

At the moment, unfortunately, there is no out-of-the-box (OOTB) functionality available in Creatio to achieve this. The only option for implementing this feature is through custom development.

We have already submitted a request to our R&D team to consider adding this functionality in future versions of Creatio.

We truly appreciate your feedback, and thank you for helping us improve our product!

Hello,

In Creatio, campaigns are executed with the same permissions and access rights as the user who started them. This means that only the contacts the user has access to will be included in the campaign. The situation you described, where more contacts are added to the campaign audience, should not occur.