Hi Creatio Community,

 

I am developing a client side filter for a lookup in a section page (Freedom UI). I want to reload (re-filter) the lookup when the stage of the current record is updated (when GlbReloadEntityPage message is received).

Base logic for lookup loading:

{
	request: "crt.LoadDataRequest",
	handler: async (request, next) => {
		if(request.dataSourceName == "PDS_LookupCol") {
 
			request = await ModFunctions.filterAssignTo(request);
		}
		return await next?.handle(request);
	}
}

Reload function (Re-triggered ModFunctions.filterAssignTo(request);)

{
	request: "crt.HandleViewModelInitRequest",
	handler: async (request, next) => {
 
		request.$context.ServerMessageReceivedFunc = async function(event, message) {
			if (message.Header.Sender === "GlbReloadEntityPage") {
				await OPGlbReloadEntity.refreshScreen(request, message);
				ModFunctions.filterAssignTo(request);
			}
		};
		Terrasoft.ServerChannel.on(Terrasoft.EventName.ON_MESSAGE, (await request.$context.ServerMessageReceivedFunc), request.$context);
		return next?.handle(request);
	}
},

Filtering function 

		filterAssignTo: async function(request){
		    .... Custom logic .......
			const newFilter = Object.assign({}, filter);				
			newFilter.items = filter.items;
 
			if(request.parameters){
				request.parameters.push({
					type: "filter",
					value: newFilter
				});
			}
			return request;
		},

Even if the function is triggered when "GlbReloadEntityPage" is called the lookup is not reloaded with the new filtering rules. 

How can i reload lookup options from freedom ui client side?

 

 

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2 comments

Any updates about this topic?

Hello,
Try to reload the data using the following code:

const handlerChain = sdk.HandlerChainService.instance;
await handlerChain.process({
      type: 'crt.LoadDataRequest',
      $context: request.$context,
      config: {
             loadType: 'reload'
      },
      dataSourceName: '{YOUR LOOKUP DATA SOURCE}'
});

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Hello Creatio Community,

I am looking to set up a chart widget that can be dynamically filtered based on values from other fields on the same dashboard. Specifically, I want the chart, which is connected to the Case object, to update its data when a user selects a value from a dropdown field (for example, an Account field related to the Case). This would allow users to filter the chart data according to the field they select, providing a more tailored and interactive experience.

Any guidance on how to achieve this dynamic filtering within the dashboard would be greatly appreciated!

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2 comments

Instead of adding a lookup, use a quickfilter component. I believe as long as you're on 8.1.4 or higher you can have that filter a chart elements directly.

Ryan Farley,

Hi Ryan,

Thank you for your insightful advice. 

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Hello all,

 

I have a client that is trying to add the communication options detail to the Portal user's Profile page in Freedom UI. However, it seems the User profile is no longer visibly connected to the User's contact record. How can we add the detail?

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3 comments

Hello,

 

Could you please describe the end result that you would like to obtain and the exact steps that you are making?

 

Thank you!

Hanna Skalko,

I would like to add communication options to the user profile page as it could be in the Classic UI. (See below)Image of a Creatio Portal UI page that shows the user's name, address and communication options.

 

I would like to do the same in Freedom UI. However, when I open the Freedom UI user profile page, I haven't been able to find the connection the user's contact in order to add the same details to the page.

Has anybody been able to find an answer to this? Seems strange to me that the user profile can't connect directly to the Contact record in Freedom UI

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Hi All,

 

Is there any way to configure the comboboxes inside the Grid in a similar way we configure the ones in a page?

 

I'd like to be able to configure these 2 properties:

  • "showValueAsLink" 
  • "isAddAllowed"
     
  • Thanks!
     
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1 comments

Hello,
 

Thank you for your question. To provide a more detailed analysis, could you please clarify the following:
 

  1. 1. We need screenshots of the specific functionality you require.
  2. 2. Please specify whether this functionality is needed in the Freedom UI or the Classic UI.
     

Your cooperation will help us assist you more effectively.
 

Thank you!

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Hi,

We have the Opportunities functionality with custom stages . We tested the transition between the stages and is not recording Stage History in Opportunities, is there somewhere to enable this for the new stages?

 

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Hi, Victoria!

Please turn to us via Creatio Support so we can examine the system behavior in further detail.

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Hello all,

 

Is it possible in Freedom UI to enable Feed to display the connected record as it did in Classic UI? Just showing the section isn't as informative as the old setup where you could see exactly what record the feed message was in context of.

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5 comments

Dear Kevin,

 

We appreciate your patience as we consulted with our R&D team regarding the concerns you raised.



Regarding the connected record in the feed panel, we are pleased to inform you that the behavior you mentioned will be addressed in the upcoming 8.0.3 version. 

 

If you have any further questions, please let us know, we would be happy to help.



Thank you for choosing Creatio!

Alina Yakovlieva,

Is there any update on this feature? I can't find any documentation mentioning how to enable the record name in Freedom UI feed.

Kevin Brady,

 

Hi!

 

Unfortunately, currently, there is no ETA for the implementation of this functionality.

You request has increased the priority of the task.

Your can monitor our Release notes using the following link: https://academy.creatio.com/docs/8.x/resources/category/releases

 

Thank you for your patience!

 

Have a great day!

Alina Yakovlieva,

So the previous commitment got delayed and now it's not even on the plan? Just saying the section in feed is not helpful to users.

Kevin Brady,

 

Thank you for your feedback. I understand your concern regarding the delay and the current status of the section in the feed.

 

Firstly, I apologize for any inconvenience this may have caused. Our intention is always to provide useful and timely updates to enhance your experience. While the previous commitment faced some delays, I assure you that we are actively working on a revised plan to ensure that the section in the feed is both helpful and efficient for users.

 

We value your input and are committed to improving our services. If you have any specific suggestions or further concerns, please feel free to share them with us. Your feedback is crucial in helping us deliver better solutions. We have increased the priority of the task.

 

Thank you for your understanding and patience!

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Hello all,

 

Is there a way to add an Iframe to a Freedom UI page? I found the documentation here that details how to add one but it only seems to describe how to add to a Classic UI page.

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Hi Kevin,

I've written up the steps for adding an IFRAME in Freedom UI here:

https://customerfx.com/article/embedding-an-iframe-on-a-creatio-freedom…

Ryan

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Question

Hi all,

 

Is there a way to use tags in Freedom UI? It was available in Classic UI above the lists.

 

Thanks in advance!

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1 comments

Hello!

 

In version 8.1.0 tags will be implemented in Freedom UI, the approximate ETA for it is the end of September.

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Hi everyone,

 

Have you already succeed in using Freedom UI custom validators, the academy article was not very successful to me.

 

Best regards,

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6 comments

Hi Jerome,

They are working for me. One thing I did initially was add it to the control in the viewConfigDiff. You're actually supposed to add the validator to the attribute in the viewModelConfig - not to the control in the diff. Once I moved it there it worked. Your column is likely in the viewModelConfig already (if it's been added to the page). Look for it there and just add the validator to that existing attribute in the model.

Ryan

Thanks Ryan,

 

I managed to step into my validator, but there's no way to retrieve some values (since request is not defined).

 

Best regards,

Jerome BERGES,

Hmm. Not sure about that. I've only used validators where I need the control's value only (which is provided in the params passed in). I had assumed you could pass in other values in the validator params, but that doesn't seem to be the case (or at least I can't figure out how that works). Hopefully we'll see more documentation soon.

Ryan

Joaquin Eztala,

 

Currently, the R&D team is working on such task, they plan to create a solution in the next releases. You can try to workaround in this way:
On the field's change add a custom handler, set a flag in it, look at this global flag (atribute's value) in the validator.

Most likely to validate "if end date it's not before the begin date" you can use in handler await request.$context.DateTimeAttribute_nnnn

Where DateTimeAttribute_nnnn:

	"attributes": {				
	"DateTimeAttribute_nnnn": {
		"modelConfig": {
...
"validators": {
			"StartDateIsNotNotLessThanProjectStartDate": {
				"type": "dw.StartDateIsNotNotLessThanProjectStartDate",
				"params": {
					"message": "#ResourceString(StartDateIsNotNotLessThanProjectStartDateMessage)#",
				}
			},
           "StartDateIsNotNotMoreThanProjectDueDate" ...
		}

 

 

 

Anhelina,

 

A quick question if I may, how do you create a global flag in a client module and how do you look at it in a validator function.  Thanks,

 

edit: I used session storage in the end.

Gareth Osler,

By the phrase "global flag" I meant the attribute value.
This method hasn't been tested, and I can't give you a guarantee of stable work. 

We're still waiting for the out-of-the-box realization and will post the article with updates on the Academy.

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Hello Everyone,

Is there a way to enable Multiple selections of lookup values in Freedom UI? 

 

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Hello,

Unfortunately, it is currently not available to enable Multiple selections of lookup values in Freedom UI.

 

We've registered it in our R&D team backlog for consideration and implementation in future application releases. Thank you for helping us to improve our product.

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