It is now possible to change the number format for the user on the user profile page, since version 8.1.2. There are no settings to set default for all users format, as they can do it them self in their user profile settings.
Is it possible to specify the default values that will be populated in fields on new records created via the "Quick add menu" in Creatio, similar to how you can do when adding a record from a button on a page:
I have seen that if you have multiple pages set up for an entity that the Quick add menu will create a sub-menu for each of the types which will mean that if you click on the specific sub-menu then that field will be defaulted to the value it should be, but we require that other fields are also defaulted to specific values depending on the type selected. Therefore blanket values being set as the default value on the entity won't satisfy the requirement, and the business rules are very limited around setting default values.
I can't see anything of much use in the "Quick add records menu" lookup used to configure the quick add menu.
I have very similar but slightly different task. I need to throw forward param values from current page to new record which is being created through lookup field on current page. I configured view diff like this
and I also tried to rename DefaultValues to additionalDefaultValues as debug led me to this could be possible property's name, but that didn't help. And now I see this thread. So it seems that handler "crt.CreateRecordFromLookupRequest" doesn;t allow at this point to process default values at all?
Is there any plans to develope that handler to be possible to pass default values ?
NB It could be great to have params for each type of handler to be described in academy's article like in articles for validators and converters converters schema section | Creatio Academy
We have a lookup (Contact) in a custom Section. When the modal page of the Contact opens we would like another default field and not the 'Full Name' to be the default one
We want a default quick filter to be applied always to a detail (AccountContactsDetailV2) in the Account section. This filter should be permanent like this:
This academy article is only appliable for Sections and not details
I am not sure how to add the default values (so the user can remove them) since it is a per-user thing, but if you always needed the filter values set for the detail (and not allow the user to remove them) you could filter the detail using ESQ filters as shown here: https://customerfx.com/article/filtering-a-detail-list-in-creatio-forme…
Will quick filter component in Freedom UI 8.0.8 allow this maybe ?
(Beta in 8.0.7: Quick filters. It is now possible to apply custom filters to one or more Freedom UI lists on a page using the [ Quick filter ] component. )