8.0 | Community Creatio

11:57 Jan 31, 2024

Hello,

is it possible to log calls from mobile application? When I click on the 'call' icon and dealer is started with selected number, I need to create a record, that call was done from the mobile

Thank you!

Vladimir

1 comments

Bogdan

22:01 Jan 31, 2024

Hello Vladimir,

There is no such option for now.

However, 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.

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Multi-select records from a section list and passing to a BP

Jeremy Couzens

21:10 Jan 30, 2024

Now that lists have a multi-select feature, how can one access the DataTable_SelectionState for that list and pass it to a BP? The available button actions don't seem to have an option specific to sections and I'm not yet seeing any samples out there on how to do it in code.

Has anyone tackled this yet?

4 comments

Best reply

Ryan Farley

23:10 Jan 30, 2024

Hi Jeremy!

You can use the following in a request handler for the action buttons for the list - this will return an array of the selected Id values:

const selectedIds = (await request.$context.DataTable_SelectionState).selected;
// selectedIds will be an array of Id's for any selected records

As for getting them to a process, you could pass in as a string to a param or execute the process separately for each Id. See here for executing a process, if needed.

More info here: https://customerfx.com/article/getting-multi-select-records-from-a-crea…

Ryan

Ryan Farley

23:10 Jan 30, 2024

Hi Jeremy!

You can use the following in a request handler for the action buttons for the list - this will return an array of the selected Id values:

const selectedIds = (await request.$context.DataTable_SelectionState).selected;
// selectedIds will be an array of Id's for any selected records

As for getting them to a process, you could pass in as a string to a param or execute the process separately for each Id. See here for executing a process, if needed.

More info here: https://customerfx.com/article/getting-multi-select-records-from-a-crea…

Ryan

Jeremy Couzens

23:46 Jan 30, 2024

Ryan Farley,

This is exactly what I was looking for. Thanks Ryan!

Franck Lehmann

19:12 Feb 20, 2024

This should be available without a line of code.

Harvey Adcock

21:45 Feb 20, 2024

Franck Lehmann,

I believe that's coming in a future update.

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Next steps with prefilled data

Timea Losonc

13:06 Jan 30, 2024

Hi everyone,

is there any possibility to prefill some of the data when I would like to add a new "next step task" for the account or for the opportunity? I mean, I would like to add a new task, and I don't want to search for the exact opportunity name, if I do it from the opportunity page.

Thanks, Timi

2 comments

Bogdan

13:46 Feb 02, 2024

Hello Timea,

You have to set the correct data source. For example, if I will create a new task from the case page and I want to fill in the case automatically:

I should set the data source "Activity.Case" for this field:

Timea Losonc

19:46 Feb 05, 2024

Thank you so much for your answer :)

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Problem loading 360 app in Local Instance

Manuel Estuardo Morales Cifuentes

01:05 Jan 30, 2024

Hi everyone, I have a problem with the 360 application in my local instance of creatio.

It's strange because I've already reinstalled it and sometimes it opens the workplace sections (although they are the classic version), logs out, and when I try to enter the form page again, it stays loading in an eternal loop

1 comments

Alona Dolya

18:37 Jan 30, 2024

Hello!

I recommend checking that the WebSocket settings for the site:https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-d…

Please ensure that the IIS settings are properly completed:

https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-d…

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#8.1

#LockFields

BasedOnRecordCondition

Studio_Creatio

8.0

How can I lock the whole page (make it read only) based on record conditions on Freedom UI 8.1?

Jose Hernandez

21:35 Jan 29, 2024

Hello,

For a new app on version 8.1, I'm trying to lock up all fields on a page based on the record condition. I have a Locked by field on the record and if the field is empty or different than the current user, I want to make the whole page read only.

I was able to do that on previous versions by adding some code to the page. At high level I needed to add the IsModelItemsEnabled attribute and have a "setCardLockoutStatus" method that triggers when the UsrLockedBy field changes. I also need to do a merge operation on the CardContentWrapper to set the generator value to DisableControlsGenerator.generatePartial.

What page code I need to write to accomplish something similar on 8.1? Or can that be accomplished now with no code?

Thanks,

Jose

5 comments

Best reply

Natalia Kalynovska

19:38 Mar 04, 2024

Hello Jose,

The way of locking the whole page you've described is based on using the "CompleteCardLockout" feature. Unfortunately, it is not available to use on the Freedom UI pages.

However, you may implement it using Page Designer business rules. It is possible to specify a rule that makes all the input fields editable/read-only based on the field value condition, for example:

The same approach might be implemented via code using the “readonly” attribute. Here is the example: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/freedom-ui/customize-page-fields/examples/set-up-the-condition-that-locks-the-field#title-3819-2. You may create one common attribute that will be responsible for locking the fields, though in that case, you should manually add its name to the "readonly" value of every field.

Also, you may consider using record permissions instead of the "Locked by" field. This type of permission is based on the record authorship, here are the details: https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/access-management/record-permissions.

Best regards,

Natalia

Natalia Kalynovska

19:38 Mar 04, 2024

Hello Jose,

Best regards,

Natalia

Jose Hernandez

20:09 Mar 04, 2024

Natalia Kalynovska,

Thanks Natalia. I do have a lot of fields on the page so I was looking for something like the CompleteCardLockout feature, but business rule will do. Do you know if there are any plans to have that feature on the freedom UI version? It takes some maintenance to keep those rules updated every time fields are added to the page.

Natalia Kalynovska

20:15 Mar 04, 2024

Jose Hernandez,

We registered such a request for our R&D department, and they will consider implementing this feature for the Freedom UI pages.

Thank you for helping us to make our product better!

Harvey Adcock

10:37 Mar 05, 2024

Natalia Kalynovska,

This feature would be very useful, definitely miss having that option that we had in Classic UI.

Yurii Sokil

22:16 Dec 27, 2024

Natalia Kalynovska,

Hi.
Is there any update on this? Perhaps a roadmap?

Locking the whole page without this feature is a nightmare.

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FreedomUI

Filtration

city

Sales_Creatio_enterprise_edition

8.0

Filter City based on Zip Code (string) in Freedoom UI

Sasori Oshigaki

15:06 Jan 26, 2024

Hi Community,

How can we filter the Cities based on the Zip Code (string field) in Freedom UI?

Apparently dynamic filtration on Object Level works only for Lookup fields.

Sasori

4 comments

Bogdan

17:51 Jan 26, 2024

Hello Sasori,

Since a text field and there is no lookup values you can not filter it based on conditions.

Sasori Oshigaki

12:16 Jan 29, 2024

Hi Bogdan,

Your answer is something that we already now (I have already stated that in my post) . And it is very astonishing that such functionality which was oob in the Classic UI is not present in the Freedom UI.

Please give us a code example of implementing such functionality in freedom UI.

Sasori

Bogdan

12:20 Jan 29, 2024

Sasori,

We don't have a ready example of such implementation.

However, we have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project to increase its priority.

Damien Collot

07:55 Jan 30, 2024

Sasori Oshigaki,

You need to create other lookups, remove and replace the current postal code text field, so that you can add postal code to the list of cities to do the links. It is indeed weird that this is a seperate text field as an OOTB feature.

Also, accounts is in Freedom UI, with customer 360, but not account adresses , how weird is that ??

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Excel reports in Atlas (v8)

Yosef

13:51 Jan 26, 2024

Dear community,

Has anyone been able to use the Excel Reports app in V8?

We installed https://marketplace.creatio.com/app/excel-reports-builder-creatio but the option is only visible in the old UI.

Kind regards,

Yosef

3 comments

Best reply

Irina Lazorenko

10:59 Feb 15, 2024

Hi Yosef!

The app does not support report download in Freedom UI sections.

As a workaround, you can set up reports that have "Custom report" report type. That way you can generate a report in the Excel reports section.

Harry

18:47 Jan 26, 2024

+1 Also really hoping this gets updated, or even better some enterprise level reporting functionality.

Damien Collot

07:43 Jan 29, 2024

Yes, I'd rather it become an OOTB functionality in Creatio 8.1 ... an enterprise grade tools requires enterprise grade reporting

Irina Lazorenko

10:59 Feb 15, 2024

Hi Yosef!

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organizational roles

Sales_Creatio_team_edition

8.0

Change users in organizational roles

David Chandra

11:32 Jan 26, 2024

Hello, community,

How to move a user from one role to another by using a business process?

For example, we have 2 branches: branch A and branch B.

The users for Branch A are Alex and Bobby

The users for Branch B are Charlie and Drake

Every month there is a rotation, so Alex will be in Branch B, and Charlie will go to Branch A.

How to do it in the business process?

Thank you.

1 comments

Kalymbet Anastasia

15:26 Feb 04, 2024

Hello,

We have previously discussed a similar task in this post: https://community.creatio.com/questions/create-role-programatically

You can simply start by adding a 'delete data' element from the 'user in roles' object and then add an 'add data' element to the same object, filling only the role and user columns.

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Filtering

Studio_Creatio

8.0

Ways to display filtering Option like Advance Filter in a Tab

Solem Khn

12:06 Jan 25, 2024

Hello,

Is there a way or documentation on how to implement/display like the Advance Filter on a custom tab?

I want to display the filtering function in a custom tab, then save the filtering result to Database and use it in some logic.

3 comments

Anhelina

21:34 Feb 05, 2024

Hello, Solem!

If I've understood you right and you want to add custom options to the advanced filter on custom page - please, read the following article

https://community.creatio.com/questions/example-createexistsfiltercolumnpath

In another case - please, specify the question and give more details with screenshots if possible.

Best regards, Anhelina!

Solem Khn

15:03 Feb 07, 2024

Anhelina,

I appreciate you answering my question.

What I want is to display a filtering in a custom tab, then save the filtering result to Database.

Oleg Drobina

19:59 Feb 09, 2024

Solem Khan Abdusalam,

Hello,

Unfortunately there is no example of adding such a filter to a custom tab (along with the action handler that will save the selected result in the database). We already have a task for our R&D team to add such a possibility to add advanced filters to details on the page. We will also inform them about this question to prioritize the task.

Thank you for helping us in making the app better!

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Studio_Creatio

8.0

Timeline Data Source - Feed

Harry

19:49 Jan 24, 2024

Hi all,

In the latest updates to Creatio, you can set a datasource for the timeline component, other than the record page.

However, if you do this, the feed component is still set to the record, which means if someone posts on this, it does not appear on the timeline. I'm not sure if this has been overlooked at development.

I'm hoping it's possible to do this in the code but have come stuck.

I have changed the entitySchemaName to "UsrBookings" which has correctly changed the schema. However, I can't seem to change the column which needs to be PDS.UsrBooking

			{
				"operation": "insert",
				"name": "FeedComposer_aweotp0",
				"values": {
					"type": "crt.FeedComposer",
					"classes": [
						"view-element"
					],
					"sortedByColumn": "CreatedOn",
					"data": {
						"uId": "fad7ff3c-73da-a7aa-b7be-48fa49cd0d0d",
						"schemaType": "Feed",
						"sortedByColumn": "CreatedOn",
						"typeName": "crt.FeedComposer",
						"caption": "Feed"
					},
					"primaryColumnValue": "$Id",
					"cardState": "$CardState",
					"feedType": "Record",
					"dataSourceName": "PDS",
					"entitySchemaName": "UsrBookings"
				},
				"parentName": "MessageComposerSelector_uxr8sil",
				"propertyName": "items",
				"index": 1
			},

Any help greatly appreciated!

1 comments

Oleg Drobina

12:00 May 09, 2024

Hello,

This will be changed in the Freedom UI designer. Thank you for reporting this issue!

As for the workaround: the code of the composer should be changed in the following manner (PDS_UsrAccount_x75v5wo should be replaced with the attribute of the column for which the feed should be displayed and new messages saved, "entitySchemaName": "Account" - entity of the section where feed messages should be saved)

"feedType": "Record",
					"primaryColumnValue": "$PDS_UsrAccount_x75v5wo | crt.ToObjectProp : 'value'",
					"cardState": "$CardState",
					"entitySchemaName": "Account",
					"dataSourceName": "PDS"

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