I am trying to open a page for an object that I have created in a business process, but the page isn't showing up in the dropdown menu for the "Open edit page" process element.

 

The closest I have come to a solution is on this post from 2020, where someone said that in order for it to show up you need to use "out-of-the-box" or "standard" tools to create the page and not development tools. 

 

What are these tools that I can use to create a freedom UI page that will show up?

 

The method I used to create the page which isn't showing up is by clicking on the "+" sign on the "Pages" tab of the object editing page.

 

Edit: To clarify, I'm looking to have a modal page appear as part of the process. If I create a new freedom UI section, the auto generated page will appear in the "Open edit page" dropdown, but no other pages I create for it afterwards will.

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Hello,

Can you please provide screenshots of the configured business process?

Malika,

 

Here is a screenshot of the process element in question. I am trying to have the modal page show up instead, but I do not know what I am doing wrong.

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Hello!
I have encountered such problems, maybe someone knows how to solve them?

There is a configured queue and a process that processes a queue item.

 

 

The first problem is that when opening the Cases_FromPage page the Case state is not loaded into the progress bar

 

 

The second problem I encountered is that it is necessary to close the page automatically and terminate the process element so that the queue element is considered processed, but this problem is solved with the help of this request:

{
	request: "crt.HandleViewModelInitRequest",
	handler: async function(request, next) {
		this.applyMethods(request.$context);
		await next.handle(request);					
	},
	applyMethods: function(context) {
		let methods = {
			closeProcessElement: async function() {
				const state = window.history.state;
				if (state && state.isProcessCardInChain && state.executionData && state.executionData.isOpened) {
					const executionData = state.executionData;
					const result = await context.executeRequest({
						type: "crt.CompleteProcessElementRequest",
						processElementUId: executionData.currentProcElUId,
						$context: context
					});
				}
			}
		};
		Ext.apply(context, methods);
	}
},

 

But another problem arose when changing the Case stage, in this case manually, the page doesn't always close.

I noticed that this behaviour on those stages where DCM has elements of activity creation.

In my case here:

When changing the stage from Waiting for Evaluation to Evaluation, the page should have closed.

The crt.CompleteProcessElementRequest request was executed.

Who knows what could be the problem?
Thanks!

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Hello,

 

Please contact our support team directly at support@creatio.com and make sure to describe each problem in a separate request so we could properly analyze and process these issues.

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Hello,

 

In the classic UI, there is an element that allows you to send emails, chat, etc. that is towards the top of the page by default and looks like the following screenshot:

next steps communication pannel

How can I get the same functionality in Freedom UI? I am specifically asking because I am trying to use the Twilio SMS Connector app (the rightmost icon), and can't seem to figure out how you are supposed to manually send a text message in Freedom UI pages outside of this option other than building a business process from scratch. If I need to I can do so, but if there is already a solution I would prefer to use that.

 

Thanks in advance for any and all help!

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Hello!

There are no plans to add channels in the near future, but it may be available as a Marketplace add-on in the future.

We have registered your request for implementation in future releases. However, you can still use the classic UI if Freedom doesn't meet your needs for various reasons.

If you have any additional questions, please reply to this email. We'll be happy to assist you.

Best regards,
Anton

Hello!

There are no plans to add channels in the near future, but it may be available as a Marketplace add-on in the future.

We have registered your request for implementation in future releases. However, you can still use the classic UI if Freedom doesn't meet your needs for various reasons.

If you have any additional questions, please reply to this email. We'll be happy to assist you.

Best regards,
Anton

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I have a record that I'm trying to delete, but just as the title says, the system is telling me that I do not have the rights to any CRUD operations despite me being the system user and making sure that I have full operation permissions on the object.

 

The specific object in question is the AppValidation object from the FinAppLending package. The record was created automatically by a business process. Is there something I'm missing that will allow me to do anything with this object?

 

Thanks in advance!

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Hello,
 

Having verified all information, we inform you that in order to work with the Validation object, you must need the finserv lending creatio license, which grants you access to modify the Validation object.

So please check if you have this license.

Hello,

Do you have a license finserv lending creatio app assigned to your user?

Malika,

Yes, I have all available licenses in my system and I am marked as the system user, so I have full access permissions for everything already. 

Hello,
 

Having verified all information, we inform you that in order to work with the Validation object, you must need the finserv lending creatio license, which grants you access to modify the Validation object.

So please check if you have this license.

Malika,

 

Thank you for your help

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In the default Addresses expanded list, there is a column called "Full address" which combines all of the different parts of the contact address object into one, and cannot be edited directly, such as in the following screenshot.

I'm having trouble figuring out how this is implemented, as I would like to do something similar for another object. Any help would be appreciated, because I cannot seem to think of a search term that would pull up a relevant article on the subject.

 

Thanks in advance for any help!

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That is implemented in BaseAddressEventListener. It’s basically an entity event listener class. See more about those here: https://customerfx.com/article/adding-code-to-listen-for-entity-events-in-creatio/

Ryan

That is implemented in BaseAddressEventListener. It’s basically an entity event listener class. See more about those here: https://customerfx.com/article/adding-code-to-listen-for-entity-events-in-creatio/

Ryan

Obviously, you can do that pretty easily with a process too. 

I imagine that I'll also have to code in the fact that it's non-editable?

That is just a rule at the object level

Ryan

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As the title says, we sometimes need to disable buttons while still showing them - something which was easy to do in Classic UI. Is there any way of doing so in Freedom UI? I can't see any examples in OOTB Freedom UI areas, anywhere that does have disabled buttons OOTB are in Classic UI sections (e.g. the "Finish session" button on the System User page on the Access Rules tab when no record is selected).

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Classic UI buttons have a property 'enabled'
Freedom UI buttons have a property 'disabled'

Hi Harvey, 

Does it not work to bind an attribute to the enabled property of a button and set as true/false? I've not tried that, but I assume it would work? Have you already tried that?

Ryan

Classic UI buttons have a property 'enabled'
Freedom UI buttons have a property 'disabled'

Huh, not sure how I missed that, could've sworn I tried doing that! Thanks both.

As a note, the only way I could find to put some kind of hint/tooltip on the button when it's disabled is by using the "title" property, which gives you a standard browser tooltip display when hovering the mouse over the button. And binding that to an attribute that you change to be blank when the button is enabled.

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Hello community, 

I want to test sending an email function in Trial site

Can it possible?

Thanks 

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Hello,

 

It is possible to send the emails from the trial version of the site.

However, you have to set up the app password on the Google side.

 

Detailed information can be found here: https://support.google.com/accounts/answer/185833?hl=en

 

Happy to help!

Hi Hanna Skalko,

According to the two pictures I posted above, I turned off feature 2-Step Verification, then entered my email and password (I went to Google and login Email to confirm that both are corrected). However, Trial reports an incorrect email or password error.

It is not possible, is it?

Đặng Văn Chức,

Many email services no longer allow basic auth ad instead require OAuth. To use gmail in a trial you must:

  1. Turn on 2-step verification
  2. Set up an app password (only allows you to do this if 2-step verification is on)
  3. Use the app password for the password when adding the account to the trial

Ryan

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Is it possible to set the value of a System setting which has the "Save value for current user" setting enabled for a specified user from C# code, e.g. from a script task? I've found the below code for setting a System setting, but presume that if the checkbox for the above is selected, then it will only set the value for the current user (or the System User if running in the system context):

var settingCode = Get<string>("UsrSystemSettingCode");
var value = Get<string>("UsrSettingValue");
Terrasoft.Core.Configuration.SysSettings.SetValue(UserConnection, settingCode, value);
return true;

 

We need to be able to set the per-user system setting for a specific user (determined by data in the BP in our case) but looking at the (always hard to find) API documentation, it doesn't seem like there's an overloaded version of SetValue that allows you to do so as a specified user - except possibly one that is marked as being deprecated in a much older version:

 

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Anybody have any info on this?

Does anyone have any other methods for managing per-user system settings in Creatio? It seems like there aren't a lot of options besides setting them in JS code when a user does a given action, but then that feels like it defeats some of the purpose of system settings being that the value doesn't have to be calculated every time a user does something, and also means it can't reliably be used for tasks like setting a default field value on an entity.

Contemplating using this methodology for running code when a user logs in to set it, hopefully it will work. Would be nice to have some clean way of doing it though, especially since we don't really need to be calculating it every time a user logs in but just when certain data changes: https://customerfx.com/article/executing-code-in-creatio-application-an…

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Is it possible to create an entity based on a view (so with the "Represents Structure of Database View" checkbox checked, and with the view created using a SQL script) that inherits its record permissions from a "real" entity? I tried to do so by simply checking the record permissions checkbox and specifying the parent object in the "Object to inherit access permissions from" field of the entity, but this doesn't seem to work.

 

My setup is that we have the OOTB Leads entity, and then I've created a view over the top of it taking all columns but with a filter condition, to be used for reporting over Leads while filtering out certain Leads that should never be included in reporting so we have a more consistent reporting basis and don't have to make sure to include those filters in every widget. I added 2 columns to the view based on the Id and LeadName columns called UsrBaseLeadId and UsrBaseLeadName, which then have a lookup column UsrBaseLead added over them in the view-based entity. This lookup is then used as the "Object to inherit access permissions from" for the view-based entity.

 

There aren't any errors thrown in the logs when trying to do this, but non-super-users just can't see any of the records. When I tried to check a record in the view's permissions, I could see that the SysRights table for the view entity doesn't exist, so I tried creating that rights "table" as a view in the database that took its data from the Rights Table of the real entity, but while that seemed to work inasmuch as I could check a record's access rights and see that the correct rights were there and was even able to modify those rights, it didn't make it visible to a non-super-user.

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It would be great to have the view be able to inherit permissions from some object that the view has as a lookup column. However, I don't believe that is possible. What I typically do is this:

  1. Create a view and include as a column some other object that has permissions (for example, if the view includes an Opportunity lookup column and the account has permissions)
  2. Anywhere the view is used, include a filter condition that some column on that related object is not null (that would never be null). Plus it cannot be the Id or the column used as the display value. Example, if my view has a lookup for Opportunity, I could use Opportunity.Stage is filled in.
  3. Using this approach, the user will only see the rows corresponding to the related record that they have access to, since if they cannot view the related opp the Stage will return a null value. 

It's not ideal and definitely not secure, but it does limit the view rows to what the user can see on the related object.

Ryan

Anybody have any experience of working with such a setup?

It would be great to have the view be able to inherit permissions from some object that the view has as a lookup column. However, I don't believe that is possible. What I typically do is this:

  1. Create a view and include as a column some other object that has permissions (for example, if the view includes an Opportunity lookup column and the account has permissions)
  2. Anywhere the view is used, include a filter condition that some column on that related object is not null (that would never be null). Plus it cannot be the Id or the column used as the display value. Example, if my view has a lookup for Opportunity, I could use Opportunity.Stage is filled in.
  3. Using this approach, the user will only see the rows corresponding to the related record that they have access to, since if they cannot view the related opp the Stage will return a null value. 

It's not ideal and definitely not secure, but it does limit the view rows to what the user can see on the related object.

Ryan

Yeah that's a clever workaround, many thanks Ryan! Agreed about the security aspect, but for the the cases where it's just about having those record permissions used to define non-security visibility as I currently have for the base entity it will work for now.

 

It would definitely be good for the view entities to be able to inherit permissions from lookup columns though, and feels like it would be a relatively quick win for Creatio to add, as most of the functionality around that would already exist. It could even be done in a no-code way by enabling the creation of these view-based entities directly in the config, effectively adding a logical layer to the platform which would be great for filtered views into the data and adding virtual calculated fields. So much utility to be had with such a logical layer.

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Hello everyone!

The issue i'm facing is that tasks synced from Google Calendar that are meetings and include Google Meet links are not displaying a "Join" button within Creatio. This makes it difficult for users to easily join these meetings directly from Creatio.

Here's how it should look like:

but this is how it is currently looking like:

this meeting already has a google meet link attached to it, as you can see in the next screenshot:

 

Here are some additional details about the issue:

  • -The tasks in question are synced from Google Calendar.
  • -The tasks are identified as meetings within Google Calendar and have associated Google Meet links.
  • -Despite being meetings with links, there is no "Join" button available within the task view in Creatio.
     

I would appreciate if anyone has faced this issue in the past, and how to solve it :)

Thanks in advance!

 

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Hello Mirla,

 
Thank you for reaching out. We've thoroughly examined your issue. Unfortunately, there is currently no automatic addition of a meeting button for Google Meets sync activity.   

Let me explain the logic of this functionality in more detail. When you add a meeting link to the activity “notes” field with a meeting link, this button is automatically displayed. 

 



As a workaround, when you create an appointment in Google Calendar, you can add a link to the description in the meeting details. And in this case, during synchronization, this data will automatically be transferred to the "Notes" field in Creatio and the Join button will appear automatically.

   chrome_Xp60WiFJb2.gif


Additionally, we offer a connector on the Creatio Marketplace that may address your business needs: https://marketplace.creatio.com/app/google-meet-connector-creatio .

However, we understand that this solution may not be ideal for you. Rest assured, we have already registered an idea for the development department to create this functionality.

Thanks for making Creatio better! 

Halyna Parkhomenko,

I see! thank you for the workaround and all the info! 

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