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: 

Thank you so much for your answer :) 

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…

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,

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.

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!

Natalia Kalynovska,

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

Natalia Kalynovska,

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

Locking the whole page without this feature is a nightmare.

Hello Sasori,

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

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

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.  

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 ??

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

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

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.

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.

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!

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.

 

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!

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"

 Hello. Try this.

{
	request: "crt.HandleViewModelAttributeChangeRequest",
	handler: async (request, next) => {
		if (request.attributeName === "UsrFirstField" || request.attributeName === "UsrSecondField") {
			//recalc
		}
		return next?.handle(request);
	}
}

Alex Zaslavsky,

Thank you for  the reply.

I'm using the "crt.HandleViewModelAttributeChangeRequest" handler when a field is being changed.

However, in this situation, the field does not receive any change. For example, the "Tax Rate, %" field has 15.00 as its default value. This does not trigger the "crt.HandleViewModelAttributeChangeRequest" handler. But I need it to calculate the "Monthly Total" field.

After some research, I found the "crt.LoadDataRequest" handler. This handler is executed after all the data has been loaded. So, for the moment, it's working for our requirement.

Best Regards,

Pedro Pinheiro

I think your "Tax Rate" field triggers this request, but it's silent.

request.silent

Alex Zaslavsky,

I've changed the solution and now it's working with the "crt.HandleViewModelAttributeChangeRequest" handler.

Thank you.

Best Regards,

Pedro Pinheiro

Hello!



As a workaround, you can use the Checkbox fields:https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

Hello,

Thank you for your support.

Thank you,

-Georges