Hello,

 

We are having issues establishing communication via Self Service Portal.

 

- Messages posted by a customer via Self Service Portal are not visible to agents via Service Creatio app.

- also vice versa, messages posted by agents are not visible to the customer on the Self Service Portal

- Customer can upload an attachment file on the portal, but it system shows it as uploaded by "Supervisor" (this is the only type of message that is visible on both sides)

 

We are using the demo environment and the issue persists on Classic UI.

Version: 8.0.10.4735

 

Did anybody else encounter such problems, is there a known solution or a workaround?

 

Thanks in advance and best regards,

Mislav Rozić

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Hello,



We already have a support case on this matter. The solution has been already provided. 

Hello,



We already have a support case on this matter. The solution has been already provided. 

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We have active directory which locks user account after 5 login attempts.

After user change password and his exchange account was added in crm, email listener try to consume mails and 5 times fail it because password in crm is not changed yet (user need to remove his account from crm before changing password).

Our listener is deployed in docker. How we can configure attempts to consume emails < 5 times?

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Hi,

 

The values for 'attempts to consume emails' are in the SyncErrorHandler table under the RetryCount column. For example, you can reduce it to 3 times. This would be the most optimal value.

Also, please note that a RetryCount value that is too large or too small can lead to undesirable consequences regarding interaction with your mail server (for example, the mailbox will be disabled upon any negative response from the server). Therefore, we recommend changing this cautiously.

Hi,

 

The values for 'attempts to consume emails' are in the SyncErrorHandler table under the RetryCount column. For example, you can reduce it to 3 times. This would be the most optimal value.

Also, please note that a RetryCount value that is too large or too small can lead to undesirable consequences regarding interaction with your mail server (for example, the mailbox will be disabled upon any negative response from the server). Therefore, we recommend changing this cautiously.

Sergii Zhmurko,

mb you know concrete row what is responsible for my question in this table? We use exchange basic auth

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Hello all,

 

Is there a way to revert the Freedom Date time selector to the old option for picking date and time? The new element is incredibly clunky and difficult to use. I frequently find that I have to pick the hour and minutes of the time and then reopen the entire element, click through date and time again just to pick if I want AM or PM. We really like Freedom UI but this UX is impossible to avoid.

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Just as a tip, you can also click on the part of the date or time you want to change on the left side. So, instead of clicking through the date, then time, to be able to change AM or PM you can just click it on the left side. It's not super intuitive - I'd also rather just have the dialog display things differently, but at least it's something 🤷🏼‍♂️ (there's not a way to change that or revert to the older picker dialog)

Ryan Farley,

Thanks. I'll try that to see if feels any better.

+1 for this. It would be great if there is a composable calendar component we can use. Setting the time especially is a little hard

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How do you add a dashboard page as a section in Freedom UI? I have an existing dashboard page which I want users to be able to access as though it were its own section, but I can't add the existing page to the workplace as it doesn't exist in the lookup window. I had a look at creating a new section in the application hub, but this will either create a new entity or have to be based over an existing entity, but this dashboard isn't based over any one particular entity and presumably doing this would create a new Section page which I didn't want. Any info on how to turn an existing page into a Section in Freedom UI?

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Hi,

 

In general, there isn't a built-in feature for this. However, for such usage, we have the option to set a Homepage for the workplace. You can set this page instead of the current one.

 

But if you need two of your dashboard pages to be on the same workplace and displayed as a section, you can create a new section in the Freedom UI and replace its SectionSchemaUId with the UId of your dashboard page schema.



update "SysModule" set "SectionSchemaUId" = 'UId of dashboard schema module' where "Id" =  'Id of the section you want to open with the dashboard'

 

For example, I successfully set the SalesEnterpriseHomePage to open from the test section.



Hope this helps!

Hi Harvey!

Please confirm, am I understanding correctly that you want to replace the section ListPage with your own page containing dashboards?

Is your dashboard page implemented in FreedomUI?

Which page does this page inherit from? Is it the Homepage?

Hi Pavlo, Essentially I want to create a standalone section page, so one that isn't tied to a specific entity or have to be created using the section template in the application hub.

Yes, using Freedom UI exclusively.

And the page I have created is inherited from the Homepage exactly. Is it possible to register this page as a section page?

Hi,

 

In general, there isn't a built-in feature for this. However, for such usage, we have the option to set a Homepage for the workplace. You can set this page instead of the current one.

 

But if you need two of your dashboard pages to be on the same workplace and displayed as a section, you can create a new section in the Freedom UI and replace its SectionSchemaUId with the UId of your dashboard page schema.



update "SysModule" set "SectionSchemaUId" = 'UId of dashboard schema module' where "Id" =  'Id of the section you want to open with the dashboard'

 

For example, I successfully set the SalesEnterpriseHomePage to open from the test section.



Hope this helps!

Thanks Pavlo, we already have a page being used as the Home page of the workplace the additional dashboard needs to reside in, so we had to do the database editing you suggested to get it to work, which it now does - thank you! This would be a very useful option to be able to do without custom SQL, no code being the aim of Creatio config going forward!

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How can you set the default values created for an Activity when clicking on the Calendar in Freedom UI? I can't see anything in the OOTB code for calendar setup that would pass default values into the calendar activity creation process, but presume there must be some JSON parameters that could be set to specify things like the Activity Type/Category for example. Any help appreciated.

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Hello,

Unfortunately, this logic is hardcoded and cannot be changed at the moment. We have raised an improvement for the development team to make it possible to configure the default Category for this element in future releases.

Thank you for reaching out!

Thanks Pavlo, so no properties in the JSON can be set for this currently at all then? And no overriding of any of the schema handlers would enable setting them either? We currently have a fair amount of handler code, so wouldn't be too worried about adding some more in for now until this is possible in no code.

Unfortunately, it is not possible to change this logic for this scheme at the moment, even using such handlers.

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Hello Creatio Community,

I'm encountering an issue within the Creatio environment where the icons in the creation dashboard are not displaying as they should. The sidebar menu items are visible, but the icons that typically appear next to the text labels are missing (please see the attached screenshot). This issue is impacting my ability to navigate the platform efficiently.

Here are the steps I took before I noticed the icons were missing:

  1. Logged into the Creatio system as usual.
  2. Accessed the creation environment through the main dashboard.
  3. No recent system updates or changes to settings were made prior to this issue.

I've tried the following to resolve the problem without success:

  • Refreshing the browser page.
  • Clearing the browser cache and cookies.
  • Attempting to access the dashboard via different browsers (Chrome, Firefox).
  • Checked for any system updates or known issues in the Creatio documentation.

Unfortunately, none of these steps have brought back the icons. I'm reaching out to see if anyone else has experienced this issue and to seek guidance on how to resolve it. Could this be a bug, or is there a setting that I might have overlooked?

Any help or suggestions would be greatly appreciated. Thank you in advance for your time and assistance!

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Hello!

 

Please contact the Support Team directly via support@creatio.com. Please provide all this data and the instance in which the issue persists.

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I'm trying to set a page rule that sets the value of a date field. This was possible in classic UI using a formula value but I can't seem to enter it the same in Freedom UI. 

 

The scenario is simple, if field #1 has a value, the page rule timestamps the current date time in field #2. 

 

Can anyone help instruct on how to do this?

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According to the roadmap this is coming soon. It mentions ability to set things in rules such as:

Set the following field values: system setting, system variable, value from another field.

It's listed as Q1 2024 - however, we're already in April. Not sure which specific version. 

Ryan

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Hello team,

 

Is it possible to add a custom button in a mobile application that uses the html5-qrcode javascript library to read qr code?

 

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Hello Stefano,

 

Our R&D team has a task to implement a QR scanner in the mobile application (was also discussed here). The task is still in progress on their end and we expect this functionality to appear in the app in the next application releases. Currently it won't be an easy task, html5-qrcode is an external library and cannot be added to the client module.

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Hello. In the old interface, we had a filter that filtered the Contact field by the Contact's Career field. Accordingly, when the Account field is filled in, the system will display in the contact directory only those who have this Account in the Career. Here is the code:

 

    "Contact": {

"FiltrationContactByAccount": {

"ruleType": BusinessRuleModule.enums.RuleType.FILTRATION,

"autocomplete": true,

"autoClean": true,

"baseAttributePatch": "[ContactCareer:Contact].Account",

"comparisonType": Terrasoft.ComparisonType.EQUAL,

"type": BusinessRuleModule.enums.ValueType.ATTRIBUTE,

"attribute": "Account"

 

I am currently trying to recreate this filtering in Freedom UI in a test application. Has anyone already implemented such functionality?

Here is the code for the test application:

 

define("UsrTestAPP_FormPage", /**SCHEMA_DEPS*/[]/**SCHEMA_DEPS*/, function/**SCHEMA_ARGS*/()/**SCHEMA_ARGS*/ {

    return {

        viewConfigDiff: /**SCHEMA_VIEW_CONFIG_DIFF*/[

            {

                "operation": "merge",

                "name": "Feed",

                "values": {

                    "dataSourceName": "PDS",

                    "entitySchemaName": "UsrTestAPP"

                }

            },

            {

                "operation": "merge",

                "name": "AttachmentList",

                "values": {

                    "columns": [

                        {

                            "id": "5eaa61fa-469c-4905-9f83-b058775049e5",

                            "code": "AttachmentListDS_Name",

                            "caption": "#ResourceString(AttachmentListDS_Name)#",

                            "dataValueType": 28,

                            "width": 200

                        }

                    ]

                }

            },

            {

                "operation": "insert",

                "name": "UsrName",

                "values": {

                    "layoutConfig": {

                        "column": 1,

                        "row": 1,

                        "colSpan": 1,

                        "rowSpan": 1

                    },

                    "type": "crt.Input",

                    "label": "$Resources.Strings.UsrName",

                    "control": "$UsrName",

                    "labelPosition": "auto"

                },

                "parentName": "SideAreaProfileContainer",

                "propertyName": "items",

                "index": 0

            },

            {

                "operation": "insert",

                "name": "ComboBox_yee7dcu",

                "values": {

                    "layoutConfig": {

                        "column": 1,

                        "row": 2,

                        "colSpan": 1,

                        "rowSpan": 1

                    },

                    "type": "crt.ComboBox",

                    "label": "$Resources.Strings.PDS_UsrColumn3_r9ta6ih",

                    "labelPosition": "auto",

                    "control": "$PDS_UsrColumn3_r9ta6ih",

                    "listActions": [],

                    "showValueAsLink": true,

                    "controlActions": []

                },

                "parentName": "SideAreaProfileContainer",

                "propertyName": "items",

                "index": 1

            },

            {

                "operation": "insert",

                "name": "addRecord_wpani58",

                "values": {

                    "code": "addRecord",

                    "type": "crt.ComboboxSearchTextAction",

                    "icon": "combobox-add-new",

                    "caption": "#ResourceString(addRecord_wpani58_caption)#",

                    "clicked": {

                        "request": "crt.CreateRecordFromLookupRequest",

                        "params": {}

                    }

                },

                "parentName": "ComboBox_yee7dcu",

                "propertyName": "listActions",

                "index": 0

            },

            {

                "operation": "insert",

                "name": "ComboBox_sg63k40",

                "values": {

                    "layoutConfig": {

                        "column": 1,

                        "row": 3,

                        "colSpan": 1,

                        "rowSpan": 1

                    },

                    "type": "crt.ComboBox",

                    "label": "$Resources.Strings.PDS_UsrColumn2_05dsooo",

                    "labelPosition": "auto",

                    "control": "$PDS_UsrColumn2_05dsooo",

                    "listActions": [],

                    "showValueAsLink": true,

                    "controlActions": []

                },

                "parentName": "SideAreaProfileContainer",

                "propertyName": "items",

                "index": 2

            },

            {

                "operation": "insert",

                "name": "addRecord_j2jwfn4",

                "values": {

                    "code": "addRecord",

                    "type": "crt.ComboboxSearchTextAction",

                    "icon": "combobox-add-new",

                    "caption": "#ResourceString(addRecord_j2jwfn4_caption)#",

                    "clicked": {

                        "request": "crt.CreateRecordFromLookupRequest",

                        "params": {}

                    }

                },

                "parentName": "ComboBox_sg63k40",

                "propertyName": "listActions",

                "index": 0

            }

        ]/**SCHEMA_VIEW_CONFIG_DIFF*/,

        viewModelConfigDiff: /**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/[

            {

                "operation": "merge",

                "path": [

                    "attributes"

                ],

                "values": {

                    "UsrName": {

                        "modelConfig": {

                            "path": "PDS.UsrName"

                        }

                    },

                    "PDS_UsrColumn2_05dsooo": {

                        "modelConfig": {

                            "path": "PDS.UsrTestContact"

                        }

                    },

                    "PDS_UsrColumn3_r9ta6ih": {

                        "modelConfig": {

                            "path": "PDS.UsrTestAccount"

                        }

                    }

                }

            },

            {

                "operation": "merge",

                "path": [

                    "attributes",

                    "Id",

                    "modelConfig"

                ],

                "values": {

                    "path": "PDS.Id"

                }

            },

            

        ]/**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/,

        modelConfigDiff: /**SCHEMA_MODEL_CONFIG_DIFF*/[

            {

                "operation": "merge",

                "path": [],

                "values": {

                    "primaryDataSourceName": "PDS"

                }

            },

            {

                "operation": "merge",

                "path": [

                    "dataSources"

                ],

                "values": {

                    "PDS": {

                        "type": "crt.EntityDataSource",

                        "config": {

                            "entitySchemaName": "UsrTestAPP"

                        },

                        "scope": "page"

                    }

                }

            }

        ]/**SCHEMA_MODEL_CONFIG_DIFF*/,

handlers: /**SCHEMA_HANDLERS*/[]/**SCHEMA_HANDLERS*/,

        converters: /**SCHEMA_CONVERTERS*/{}/**SCHEMA_CONVERTERS*/,

        validators: /**SCHEMA_VALIDATORS*/{}/**SCHEMA_VALIDATORS*/

    };

});


 

I apologize right away if I phrased the question incorrectly, I'm not a programmer =(
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Hello,

 

This is something similar to the discussion here https://community.creatio.com/questions/filtering-lookup-freedom-ui-hel…

 

What should be done:

 

1) The same filter built using the dashboard filtration

2) Use the filter part that will be autogenerated in the schema and add it to the LoadDataRequest request handler

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How do you set a specific user's Time Zone without logging in as that user? You can modify your own Time Zone in the Profile section, but I don't think you can access this page for users other than your own, and the user's Time Zone isn't shown in the OOTB User card, so I can't see how an admin could set the Time Zone for a specific user. Anybody know how this could be done?

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Hello,

 

The user's timezone is stored in the SysAdminUnit table, in the TimeZoneId column. However, please note that values in this column are stored not as references to time zones from the directory, but as Time Zone Codes.

You can verify the code in the "Time zones" lookup.

So, you can change this value for any user without logging in with a script in the database:

 

update "SysAdminUnit" set "TimeZoneId" = 'GMT Standard Time' where "Id" = '***User's Id***'

Thank you for reaching out.

Thanks Pavlo, in the end we added the Timezone field to the System user page (UserPageV2) so that we can change the timezone of users without executing SQL. For others wanting to do the same, we used the following code for the user page replacing schema:

define("UserPageV2", ["UserPageV2Resources"],
	function() {
		return {
			entitySchemaName: "VwSysAdminUnit",
			diff: /**SCHEMA_DIFF*/[
				{
					"operation": "insert",
					"name": "TimeZone",
					"parentName": "Header",
					"propertyName": "items",
					"values": {
						"dataValueType": Terrasoft.DataValueType.ENUM,
						"value": {"bindTo": "TimeZone"},
						"layout": {"column": 13, "row": 2, "colSpan": 8}
					}
				}
			]/**SCHEMA_DIFF*/,
			attributes: {
				/**
				 * Time zone.
				 */
				"TimeZone": {
					dataValueType: Terrasoft.DataValueType.LOOKUP
				}
			}
		};
	}
);

 

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