Hello Sasori,

You can try using BP for this case. For example, when you save a record in a mini page, you also run a business process that will update a value in your lead record. You pass date value to the BP and set (update) relevant field in the lead record. 
 

An easy way to accomplish this is to just use a process with a signal of Activity added with Type=Task, Category=To do, Lead is filled in. Then update the lead with the date. If you have live data updates enabled for the Lead object you'll even see the screen refresh with the value. 

Ryan

Ryan Farley,

Thank you for your input! However, the challenge with this approach is that there might be multiple activities associated with a single Lead that have this specific configuration (Type = Task, Category = To Do, Lead is filled in).

Would it be possible to handle this scenario directly via the Frontend instead?

Looking forward to your thoughts!

Hello,
 

By default, the "StartDate" (Start) field should be populated with the default value (the current date). Please check if this default value is not being overridden in your packages.

Additionally, consider checking if the issue might be related to another field with the same name.
 

It’s also possible that you lack permissions for the column value, etc.
 

I recommend investigating the error in more detail within the Insert request in the network to see what parameters are being passed into the fields.
 

I hope this helps!

Thank you! I will try that. 

Hello,
 

Unfortunately, at the moment, the Message-composer element is not customizable from the inside using no-code/low-code tools.
 

Currently, we do not have a ready-made instruction for adding such a button. However, we have created a task for the responsible team to either create such an instruction or add no-code tools for adding custom buttons to the element.
 

Thank you for helping make our product better!

Hello,
To enable this section in Freedom UI, go to the Page Designer and add the "Next Steps" component to the page.

Hi John, 

1) Yes these were removed by default in Freedom UI, not sure why, especially on contacts. You need to add the next steps manually. 

2) The automatic linking surprisingly does not exist yet : https://community.creatio.com/questions/bewildered 

Cheers, 

Damien

You can add/modify those in the Activity results lookup. However, those values are tied to specific Activity categories. If you select a row in the Activity results lookup there's an icon you can click to define which Categories it is for - see https://share.customerfx.com/QwuoY8RK

Ryan

Hello,

It depends on which column should be required here. One particular example: this method can be added to ActivityMiniPage:

save: function(callback, scope) {
				var opportunity = this.get("Opportunity");
				if (opportunity) {
					this.callParent(arguments);
				} else {
					Terrasoft.showInformation("Opportunity is required");
				}
			}

In this case saving of the mini page is not possible in case an opportunity is not connected to an activity and the information message will be shown on the page.

Hi Oleg,

Thank you, it works!

Hello,

I'm afraid we don't have any possibility to contol this behavior using page handlers. But if anyone has an example to share please share it. I've registered a task for our R&D team to make it possible to control it using no-code tools.

Oleg Drobina,

it would be great to be able to intercept it via request handlers in code too. Overriding the behaviour is essential to a lot of our customisation for clients.

Hello,

You can use the Activity Results lookup and choose what options you want to leave for the users.

Hi Ivan,

I think, this can be switched off with feature "ChangeEntityActivitiesAndProcessOwner"



Kind regards,

Vladimir

Vladimir Sokolov,

Hi! 

Thank you Vladimir for your response. 

I changed the state into 0 and nothing happens. I changed the code in "ActivityPageV2" and the I have the same result as before. 

Should I make other changes? 

Thank you, 

Rares

Could you please check if feature is switched off for every role and cache is cleared?



There is nothing to change in the Page, this functinality is implemented in the EventListener



And it would be nice if Creatio describes all implemented feature in the field 'Description'...



Kind regards,

Vladimir

Hi!

I have an older version of Creatio (8.0.0.5476) and the Feature Toggle doesn't  exists. Is there any possibility to change that from somewhere else?

Best regards, 

Rares 

Vladimir Sokolov,

Ivan Rares Marian,

You can find them in database and update:

Select * from "AdminUnitFeatureState" Where "FeatureId" = (Select "Id" from "Feature"

Where "Name" = 'ChangeEntityActivitiesAndProcessOwner')

Vladimir Sokolov,

Hi,

I checked and in the database the FeatureState is 1 for both of them.

What should I try now?

Best regards, 

Rares 

Update it with 0

Hello,



There is no such OOB functionality.

You can track changes directly in the Change log section or check additional add-ons, for example:

https://marketplace.creatio.com/app/banza-change-log-creatio?_gl=1*13hf…;