Hi Community!

 

I need to display existing documents from other sections together with the directly attached documents in FreedomUI 8.1.

 

The attachments are stored in the table "SysFile", which has a column called "TypeId". That lookup has the values "File" (default), "Link" and "Link to object".

 

I have tried to tinker around with the database of my on-premise dev environment. While I could manage to display inserted documents of type "Link", they won't open because the SysFile-table has no columns for referencing other documents.

 

There is also a table called "FileLink", which looks promising because it has the columns "FileSchemaName", "FileRecordId", "RecordSchemaName", "RecordId". That would be enough to link existing documents to various records, but the don't show up in the FreedomUi AttachmentList component.

 

Did anyone already manage to do this without duplicating documents?

 

Any help is much appreciated, thanks!

Robert

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Hi Robert!

 

Unfortunately, displaying the various sections' attachments together in one attachment component is impossible. However, you can use a separate attachment component for each section.

 

To implement this, we recommend the following steps:

1.  Open the Page Designer.

2.  For each section that you would like to display the attachments from:

- add the dropdown field, specifying this section as “Lookup” in the field’s general settings (or make sure that such a dropdown field already exists);

- add the attachment component.

3. In each added attachment component, set “Record to attach files” (general settings) to a value from the previously added dropdown field and “File storage location” (advanced settings) to the corresponding table.

 

After you choose the exact records in the dropdown fields, they will be linked to the current record, and you will see their attachments in the corresponding components. It will help you to avoid duplicating documents.

 

Best regards,

Natalia

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Is it possible within Freedom UI to trigger a refresh of the Timeline/Feed/Next Steps components using JS? We seem to have an issue where the "Enable live data update" option does not seem to be working in Creatio CRM 8.1 for our Activities on certain pages, and while we've raised a support request for this, we were trying to find a workaround by manually updating the components from code for a specific use case, but we can't see what the data source is called for these types of components. Does anybody know what it would be? I presume refreshing the PDS would refresh them, but this seems heavy handed and might end up with data being lost on the main form page while the data actually being refreshed is just a child entity, so I would expect it to have its own data source.

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Hello Harvey and Damien!

In Freedom UI Pages, the structure of the page is different and along with this a new way to refresh anything on the page. In this article you can find the way to achieve your goal:

https://customerfx.com/article/refreshing-reloading-page-or-list-data-on-a-creatio-freedom-ui-page/

Here's example of handler which you can use:

handlers: /**SCHEMA_HANDLERS*/[
 {
  request: "crt.HandleViewModelAttributeChangeRequest"/* The custom implementation of the system query handler. */
  handler: async (request, next) => {
   await next?.handle(request); 
   if (request.attributeName === 'Your Attribute Name' )
   {
    const handlerChain = sdk.HandlerChainService.instance;
    await handlerChain.process({
     type: 'crt.LoadDataRequest', $context: request.$context,
     config: { loadType: 'reload' },
    dataSourceName: 'Data Source Of Obj You Want To Refresh'
    });   
   }
  }
 },

You may also find this article useful:

https://customerfx.com/article/receiving-server-side-messages-in-a-creatio-freedom-ui-page/

 

Anhelina,

 

How can we find what the data source is for a component like a Timeline or Next Steps component though? The article suggests looking at the modelConfig elements in the page code, but none of these seem to relate to the timeline or timeline tiles. I expect there is some data source being created behind the scenes but finding out what it's called is the main problem for applying the theory of being able to reload anything on the page as is suggested.

 

Many thanks,

Harvey

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