We have this business requirement, where we need to add a "Quick Complete" button to the NextStep line. Similar to what this marketplace app have, but for FreedomUI.
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.
In Classic UI there was a section at the top of Account and Contact pages where new Activities, Calls, Emails, etc. could be created and automatically connected to the current object. Where are these tools hidden in Freedom UI??
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
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.
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.
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.
I have added a task in a business process with category "To-do" that requires input from certain users; but I would like to limit result options to just "Completed" for the user and remove other options such as information received, canceled & rescheduled. Can someone please help? Thank you
I have a problem with the new open Activity in an already created Lead.
I create a new lead, I add an activity on that lead and after that, I change the owner of the Lead. Unfortunately the activity owner changes too.
I want to know if it's a core functionality that changes the owner of the activity after I change the owner of it's Lead and if so, how can I deactivate it?
The default behaviour in Creatio cases is that any outstanding activities on a case are removed if the contact emails in and the case goes to re-opened. One of the consequencies of this, is that some of our support reps, have Outlook sync enabled and as that does not delete activities, only creates them from Creatio to Outlook, they end up with lots of orphaned activities in Outlook.
As a quick and simple fix, is it possible for individual users to have the default behaviour of the 'Show in Calendar' to be unchecked?
Thank you for your reply. Are you saying that from v8 the full sync function with Outlook should work? We have been running v8 for a while now and have not seen any difference in the behaviour, where deletions on one side are made automatically in the other.
Is there a setting, we can disable on a per user basis?
I tried to configure Business Rules in the Activity section, and am able to create a rule to do the match, but cannot get the value to change to 'deselected' as an action.
Unfortunately, there is no built-in method to disable the default display in the calendar for individual users. Additionally, we do not recommend toggling this checkbox after the activity has been created, as it may create duplicate records.
Furthermore, it is worth noting that according to the default logic, when a case is closed, activities are not deleted but rather canceled. They still remain in the system and calendar.
However, as a workaround, you can add a "Show in calendar" checkbox to the mini card, allowing users to indicate the need for this option when creating activities themselves.
If you have any further questions or need additional assistance, please let me know. I'm here to help.
You can design your business process to run once a week with a help of "[Start timer] event" element, more detailed information is available on our Academy: