Hello,

Try the following steps:
1. Log in to your site (not portal) under Supervisor
2. Go to System Settings and select Enable2FA
3. Check the checkbox 'allow reading for portal users'
4. Have the portal user clear the cache and cookies in the browser and try to enter User profile again

That worked! Thanks

The designer properties don't yet allow for this. For now you'll likely need to start the process from code. See https://customerfx.com/article/starting-a-process-from-client-side-code-on-a-creatio-freedom-ui-page/

Ryan

Hello,

Please find the example of such a filter on the screenshot below:

Bogdan,

Hi, Thanks for your help, anyway to know which click part in the email content the audience click in the result? Say, if there are two click parts in the edm, One is interested in "A" product, the other is "B" product, how to use filter to know who is the contact interested in "A" product" ?

thanks. 

Hello,  

Thank you for your question!

Unfortunately, there is no way to filter and group contacts by clicking on a specific link. However, we have registered a request for the responsible R&D team to implement this feature in future versions of our app.

Jeffrey,

You can filter for contacts that clicked a specific link in a bulk email using the related object "Click through links with email". See details here: https://customerfx.com/article/creating-a-filter-of-contacts-that-clicked-a-specific-link-in-a-creatio-bulk-email/

Ryan

None of the following handlers are triggered by clicking this button, maybe I've missed some candidates but these are the ones I've tried so far:

crt.ChangeNextStepsStateRequest

crt.OpenPageRequest

crt.UpdateRecordRequest

crt.CreateRecordRequest

Also tried "brute forcing" it by overriding every handler I could find in the Creatio code, but literally nothing fires when clicking that button! Not even something like the page's crt.HandleViewModelPauseRequest (since it's a modal popup, I guess the full page doesn't actually pause like it would when navigating to a another page through clicking a lookup for example). Hopefully I've missed something, triggering some action on clicking that button would be useful.

Any thoughts/knowledge on how such a thing could be achieved?

Hi Harvey! 

Unfortunately, at the moment, there is no way to intercept the event of clicking on the Next-steps tile buttons. This button can call different requests depending on the type of tile, and these requests are called without the view model context, which will not allow us to intercept them from the card and use them to save card data.

We have registered your idea, and the R&D team has already planned the task for this improvement - they will create a special output event for the Next-steps component. This functionality will be available in future releases.

Thank you for making our product better!

Best regards,

Natalia

Thank you for the information Natalia, this would be a welcome improvement!

Hi Natalia, is there any expected timeline for this improvement known yet? Do you have a reference for the planned task for later follow-up?

Hello Serhiy,

Could you please clarify which step exactly you have problems with? 

Was it possible for you to make the text bold without conditions?

If so then how exactly do you add the specific field value? 

Anhelina writes:

Hello Serhiy,

Could you please clarify which step exactly you have problems with? 

Was it possible for you to make the text bold without conditions?

If so then how exactly do you add the specific field value? 

Thank you for your interest. I have overridden 2 methods: 

initQueryColumns: function(esq) {
	this.callParent(arguments);
 
	esq.addColumn("ModifiedBy.Type.Id", "ModifierType");
 
},
 
prepareResponseCollection: function(collection) {
	this.callParent(arguments);
	// Аor each record returned in the query for the list 		
	// check the Amount field value and then apply style
	collection.each(function(item) {
		if (item.get("ModifierType") == "00783ef6-f36b-1410-a883-16d83cab0980") {
			item.customStyle = Ext.apply(item.customStyle || {}, {
				"background-color": "#FFFFCC",
				"font-weight": "bold"
	        });
		}
	}, this);
}

I understand that I need to change this part of the code:

item.customStyle = Ext.apply(item.customStyle || {}, {
	"background-color": "#FFFFCC",
	"font-weight": "bold"
}

It must be something like this:

.title {
	"background-color": "#FFFFCC",
	"font-weight": "bold"
}

But I have no idea how to apply the style to a specific entry element in the list.

Сергій Сермакшев,

Hello,

Try another approach:

define("CaseSection", [], function() {
	return {
		entitySchemaName: "Case",
		messages: {},
		attributes: {},
		diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/,
		methods: {
			onGridDataLoaded: function(response) {
				this.callParent(arguments);
				this.performStylesChange();
			},
 
			performStylesChange: function() {
				var recordTitles = document.getElementsByClassName("grid-primary-column");
				for (var i = 0; i < recordTitles.length; i++) {
					var element = recordTitles[i];
					element.style.fontWeight = 'bold';
				}
			}
		}
	};
});

The logic here is simple: once grid data is loaded we go through all elements on the page and change the style for the text to bold to all title columns (which is a case number). This is not the best solution, but it works properly when the list is loaded or sorting\filtering is changed in the list.

Oleg Drobina writes:

i <

Thank you. For some reason, it complained about "i &lt;" had to delete. Everything worked. 

But how to implement this part of the logic?

if (item.get("ModifierType") == "00783ef6-f36b-1410-a883-16d83cab0980")

It is necessary to highlight only those records where some field matches a specific record in the directory.

Сергій Сермакшев,

Hello. Here is an example. It uses jQuery, but you may easily adapt it to Oleg's example. Main idea is that items[i] is viewModel coresponding to recordTitles[i] DOM element from Oleg's example. 

applyCustomCss: function(){
	var gridData = this.getGridData();
	var items = gridData.getItems();
	var uiItems = $("div[column-name='ColorByProductType']");
 
 
	for (var i = 0; i < items.length; i++){
		var height = $(uiItems[0]).css("height");
		var bgColor;
		var category = items[i].get("Product.SxGoodsCategory").value;
		if (category === SxProductConstants.GoodsCategory.Wine){
			var wineColor = items[i].get("Product.SxColor").value;
			if (wineColor === SxProductConstants.WineColor.Red){
				bgColor = "#cc0a0a";
			}
			else if (wineColor === SxProductConstants.WineColor.White){
				bgColor = "gold";
			}
			else if (wineColor === SxProductConstants.WineColor.Pink){
				bgColor = "pink";
			}
		}
		else if (category === SxProductConstants.GoodsCategory.Champagne){
			bgColor = "bisque";
		}
		else if (category === SxProductConstants.GoodsCategory.StrongAlcoholDrink){
			bgColor = "saddlebrown";
		}
		else if (category === SxProductConstants.GoodsCategory.Water){
			bgColor = "blue";
		}
		$(uiItems[i]).css(
			{"background-color": bgColor, 
			"border-radius": "50%",
			"vertical-align:": "middle",
			"margin-top": "7px",
			"margin-right": "2px",
			"width": height});
	}
},

And instead of oveeriding initQueryColumns method it is better to override getGridDataColumns

                getGridDataColumns: function () {
                   var baseGridDataColumns = this.callParent(arguments);
                   var gridDataColumns = {
                       "ModifiedBy.Type.Id": {path: "ModifiedBy.Type.Id"}
                   };
                   return Ext.apply(baseGridDataColumns, gridDataColumns);
               },

Сергій Сермакшев,

&lt is the html code for < symbol, it's a "feature" of the code editor here in the Community:)

As for ModifierType

We have access to items that will be displayed in the grid and their position will be the same as in the response.collection.collection.items. You can pass response to the performStylesChange method and process it there as well and perform the check for the needed ModifierType and change styles only for those records.

Something like:

define("CaseSection", [], function() {
	return {
		entitySchemaName: "Case",
		messages: {},
		attributes: {},
		diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/,
		methods: {
			onGridDataLoaded: function(response) {
				this.callParent(arguments);
				this.performStylesChange(response);
			},
 
			performStylesChange: function(response) {
				var processedItemsIndexes = this.checkResponseCollection(response);
				var recordTitles = document.getElementsByClassName("grid-primary-column");
				for (var i = 0; i < recordTitles.length; i++) {
					for (var j = 0; j < processedItemsIndexes.length; j++) {
						if (processedItemsIndexes[j] == i) {
							var element = recordTitles[i];
							element.style.fontWeight = 'bold';
						}
					}
				}
			},
 
			checkResponseCollection: function(response) {
				var responseItems = response.collection.getItems();
				var processItemsIndexes = [];
				for (var i = 0; i < responseItems.length; i++) {
					if (responseItems[i].values.Status.displayValue == "New") {
						processItemsIndexes.push(i);
					}
				}
				return processItemsIndexes;
			}
		}
	};
});

Here I marked tickets in the New status in bold text:

So you can use the same approach in your task.

Oleg Drobina,

Thank you very much. With your help to solve this problem. It also gave me some insight into working with section entries via JavaScript.
Also, if you don't mind, tell me how to compare the "Contact Type" lookup value in the : "ModifiedBy" field. Something like  "ModifiedBy.Type.Id". Thank you again.

Сергій Сермакшев,

You are welcome!

As for ModifiedBy.Type - the easiest way is to display this column in the section list.

Alternatively you can add the initQueryColumns method override to the section methods in the following manner:

initQueryColumns: function(esq) {
				this.callParent(arguments);
				esq.addColumn("Owner.Type", "OwnerType");
			},

What I did here is add the Owner.Type column in the Cases section esq (Case has an Assignee (which is the Owner column that references the Contact entity) and I need to check the contact type specified in this column). As a result

we have access to this OwnerType in the context of the onGridDataLoaded and performStylesChange execution. We can also use it for style recalculation. In your case it should be similar but using another column. 

Oleg Drobina,

You are great. Everything worked out.

Hello, Harvey

I also had such an isuue but I resolved it by calling parameter initialization after let result =  await next?.handle(request); And then in the end return result; 

Andrii Orlenko,

Mine was already being initialised after awaiting the result of handling the request, so it might be that sometimes this takes long enough to be ok but not always (so would introduce a race condition).

Harvey Adcock,

Thank you for the provided information!
The problem is already registered on the R&D team, and we hope to see the fix in future releases.

Anhelina,

Thank you. 

Just an FYI, I've been reporting this since 8.0.10 (see #SR-01234445). I was told this would be resolved in "the nearest releases (8.1.1-8.1.2)", however, it's still an issue in 8.1.3 without a commitment from Creatio on a specific timeframe for a resolution. This is a pretty huge pain point so it's disappointing that it's still a problem. I do love Freedom UI (and I'll take it any day over classic!) but there's been many instances of my code breaking along the way with new versions and it sometimes seems less urgent for fixes for issues that go beyond the "no code" customizations.

Ryan

Ryan Farley,

I checked that case before replying to Harvey and asked the responsible team to raise the priority for this task. I apologize for the delay and hope to see the fix soon.
Meanwhile, they shared one more workaround, which is better to use with parameters:

add the handler on parameter changing and rewrite it when the default value has appeared:

Anhelina,

Yes, this approach does work if all you need when the form is initialized is to work with a single value on the page. However, that is often not the case and each property initialization can happen at slightly different times, so referencing other attributes in this same handler might not work, depending on the timing of the various attributes being loaded/initialized. Adding a separate handler for each attribute you need to work with can get messy quick.

Ryan

What I think would be nice/match the existing patterns would be to have some new request handler that does the setting of default values on the page, something like "crt.HandleAttributeInitRequest", which would perform the OOTB platform's setting of these values in the next?.handle(request) and then after awaiting the result of that a developer could set their own defaults for fields they need to, which wouldn't be overwritten (since the defaults had already been set).

It would also be nice to be able to "silently" set these default values (like you could in Classic UI) so that setting values in that request handler wouldn't cause the "are you sure" dialog to appear if a user closes the page without actually modifying the data themselves. Actually it would be nice to be able to do that generally from within request handler code.

Hi, is there any update on the matter? 
Still when you're trying to read the attributes on crt.HandleViewModelInitRequest the attributes aren't initialized and are all undefined

Hello Kumar,
Looks like this task is impossible for now because Freedom UI doesn't allow getting the value of one control (attribute) in the code of custom validator for another control.

We have this task registered on our R&D team and will get this possibility in future releases, please follow the updates.

Best regards, Anhelina!
 

Hi!

We do not currently support file transfers, but we will register a request for a description of the documentation if possible.
 

If you have any further questions, please send them in response. We will be happy to help.
 

Thank you for contacting Creatio Support!
 

It's not very straight forward, but it is possible. Basically, you'd need to encode the file as a Base64 string, then transfer it as a string value to the webhook. Once received decode the Base64 string back to a file byte array to save as an attachment somewhere. 

If this is coming from a web form, you can use Javascript's FileReader to convert the file to a base64 string. See https://stackoverflow.com/questions/36280818/how-to-convert-file-to-base64-in-javascript

Then send the value as a string to the webhook. You could add a process to trigger on record added of your entity. Then decode the string to a byte array. See https://learn.microsoft.com/en-us/dotnet/api/system.convert.frombase64string

Then save the byte array as an attachment on the record. See https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/back-end-development/api-for-file-management/examples/file-management-examples

Ryan

Hello,

Unfortunately, we do not currently have the option to specify a default Home page for all new users. As for now, you can only set a section (Dashboards, Contacts, Accounts, etc.) as the default value for the user. You can view this post:  https://community.creatio.com/questions/default-page-login

However, we have registered it in our R&D team backlog for consideration and implementation in future application releases. 

Hello,

As of now, it's not possible to correctly display the field with HTML formatting in the printable.  

Our R&D team has already been informed and is currently working on the mentioned issue.

As a workaround suggestion, you can replace the rich text field with a simple text field. We understand that it’s missing the format settings and cannot be applied to tables, but it should work for a sentence or two simple comments.  

Thank you for being an active part of the community and helping to make Creatio better!

Hello Hanna,

Thank you very much for your response

Regards

Stefano