it is in the system settings. Generally it is https://[instanceName]-is.creatio.com/connect/token

For example, if my instance is autos.creatio.com, the url would be https://autos-is.creatio.com/connect/token

Thank you! That's exactly what we needed.

You can try to create several cases (if you can split all your 12 stages of the process into several phases). 

Vladimir Sokolov,

We have tried to create several cases, it requires populating a start condition. The thing is that when the start condition changes based on the column value, it triggers unwanted behavior. The user need to manually confirm stage changes when the column value (start condition) is modified. 

What we expect is for the behavior to be consistent with how Dynamic Case Management (DCM) works in the "Normal" setup, where the UI immediately displays the stage changes when the column value is changed, even before the "Save" button is clicked.

Hello!

About several cases: At this moment we have only manual replacement and our developer's researching the possibility to automatically switching cases in future releases.

For the main question about the size and visibility of different cases, you can use the "Group with another stage" functionality.

Hello,

Unfortunately, the desired functionality cannot be implemented with user's methods. However, as a workaround, you can do the following:

1) Here is an example of the functionality you need. It describes how to filter dropdown values - https://customerfx.com/article/dynamically-filtering-a-lookup-on-a-creatio-freedom-ui-page/
 
2) Another option: create a dropdown on the page where macro source is selected. Then create a filtering business rule that will filter values in the parameter based on the added dropdown value. 

We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. 

Hello,

We recommend using development (dev) sites to test any development, including business processes. This approach enables you to identify and resolve potential errors in the developed functionality without impacting the production site, ensuring its stability and uninterrupted operation.

Best regards,
Antonii.

Sure, but assuming you reach a point where there many inter-related things and/or you're asked to add an small thing which could lead you to try every possible route in order to see if anything breaks, it takes time. So I as wondering if there is some kind of approach people take.

I was thinking of the possibility of using other business processes to simulate the actions of an user for unit testing. I haven't thought of it deeply, but an inmediate doubt that came to my mind was how could I recopile for example the results of a related process that was triggered by the testing process, or in general the results of a group of tests in a custom section

I don't know if another person has already done it

Hello!

At this point, you are able to bind all data to data binding or add them manually. We do not have such functionality where data is binding due to a specific time filter. I will inform our RnD team to research the possibility of adding such functionality in the future.

Hello,

You need to disable ShowWidgetOnLoginPage system setting in order to hide widget on the login page.

Best regards,
Pavlo!

Thanks, Pavlo. It worked!

How are you trying to do it? there is an element in the $context.attributes that must have the quickfilterName + "_value" and could be an array

Hi Jesus, I have tried to do it through that way but I only get undefined

hmm, if you do a console log to every change request in the handler (without specifying the attributeName) you can make sure you're using the correct name. I guess you've already done it, but just to make sure. 

Aditionally, there you could see in what format it comes. From what I see, it should show an array of objects, each object with an id and a displayValue

Probably the undefined is because of trying to get directly the value from the array without specifying which indexes. Or maybe you're trying to get the value from an inexistent field in the lookup. It's hard to tell without seeing the actual code

Carlos Soto,

Jesus is absolutely right. You may cover your task by taking the element code + "_value" in handler.

Please check one more time where exactly you are trying to take the filter value.

Hi Anhelina,

this is the code in the javascript of my form page

As you can see, the quickfilter does not have a control with which you can control the change in the field or recover the value that is set to it.

	"operation": "insert",
				"name": "QuickFilter_Loans",
				"values": {
					"layoutConfig": {
						"column": 1,
						"row": 1,
						"colSpan": 1,
						"rowSpan": 1
					},
					"type": "crt.QuickFilter",
					"config": {
						"caption": "#ResourceString(QuickFilter_Loans_config_caption)#",
						"hint": "",
						"icon": "filter-column-icon",
						"iconPosition": "left-icon",
						"defaultValue": [],
						"entitySchemaName": "DfcLoans",
						"recordsFilter": null
					}

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.