Hi 

 

I am unable to filter the records of Data Table using Custom Code But I am able to filter the records if List page Contains DataGrid Instead of Data Table using FilterGroup and LoadDataRequest. Is there any Differnce between the DataGrid and DataTable Elements.

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Hello,
 

Could you please tell us exactly how you are trying to add custom filtering and what problems you are facing when trying to configure filtering for a DataTable element?

Thank you in advance!

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Hi community
I want to filter lookup field in detail of a page on the basis of record of another section and the page is in freedom UI and object of that detail is in classic UI
 

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Hello!

 

Thank you for submitting the post on the Community!

 

Could you please provide more details regarding your task so we can better understand what solution we can suggest?  

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We really need some disambiguation of what changing options in Page Designer do around whether this is a page-only change, or will actually end up modifying the underlying object that the page is based on as well. This can have knock on effects that people don't expect, when they may believe they are changing something that should only be affecting the page they're working on.

 

For example, changing the "Title" property shown on the Page Designer will change the underlying entity's field's Title, while the "Lookup view" just below it seems to only change the lookup mode of the field on that page (while there is a "Lookup view" property of the field on the entity, at least when I just tested it, it didn't change). This leads to confusion and caution around changing things to avoid having unexpected impacts, or even worse to unintended consequences slipping through the net.

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Hello,

I'm in the process of migrating our classic Creatio pages to FreedomUI mode.


I'm having issues with the "Add New" option in some selector widgets:


for example, on the Order page, with the Contact entity, if I enter "a name" on the widget then select "Add new", a new contact is created but with an empty Account field.

If the "Add new" option is selected without any text, a "Full name field must be filled" error is raised.


in both cases I would expect a modal window to enter information about the contact.

 

The problem also happens with other entities (tried with AccountAddress).

 

did I miss something?


Greetings,
Patrice
 

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Hello!

Please contact support@creatio.com to analyze the situation in more detail. 

Best regards,
Anton

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Hi,

I'm developing my own custom Angular component for Creatio. I would like to use some of the standard components within it, such as a lookup field. How can I achieve this?

Is it possible to create a custom component that acts as a container for other elements, similar to crt.FlexContainer, which defines an items property for child components?

 

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Hello Eryk,

Unfortunately, it's impossible to reuse components in custom angular components for now, but Creatio plans to add such functionality in future releases.

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Hi guys,

 

Is there a way to sort a detail by a specific field in Freedom Mobile? I'm using this approach that works in Classic, but it does not seem to work when I switch to the Freedom version:

 

Terrasoft.sdk.GridPage.setOrderByColumns("Account", {
    column: "CreatedOn",
    orderType: Terrasoft.OrderTypes.DESC
});

 

Thanks!

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Hello,

 

This approach won't work in Freedom UI, this one is for classic UI. Here is the example of the code for ActivityDetailV2EmbeddedDetail out-of-the-box

"ActivityDetailV2EmbeddedDetail": {
                "properties": {"readonly": true},
                "modelConfig": {
                    "path": "ActivityDetailV2EmbeddedDetailDS",
                    "cacheConfig": {},
                    "sortingConfig": {
                        "default": [{
                            "columnName": "CreatedOn",
                            "direction": "asc"
                        }],
                        "name": "Attribute_ActivityDetailV2EmbeddedDetail_SortingConfig"
                    },
                    "name": "Attribute_ActivityDetailV2EmbeddedDetail_ModelConfig"
                },
                "name": "Attribute_ActivityDetailV2EmbeddedDetail"
            },

added to the MobileCaseRecordPageSettings (edit page of the case section in mobile). The code for your detail should be found in the same schema and modified.

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Hi everyone,

do someone have an example of the DataSourceLoadOptions that can be used to "set up pagination and sorting"?
As explained at this link: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/front-end-development/freedom-ui/data-sources/crud-operations/references/model-class-js



Thanks.

BR,
Samuel

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Hello,

 

Here is a handler that will trigger calling the model load with the sorting using the "Name" column from the "Account" entity in the ascending order with row offset 15 and 1 record fetch:

{
				"request": "usr.TriggerCustomRequest",
				handler: async (request, next) => {
					const accountModel = await sdk.Model.create("Account");
					const accounts = await accountModel.load({
							attributes: ['Id', 'Name'],
							options: {
								pagingConfig: {
									rowsOffset: 15,
									rowCount: 1
								},
								sortingConfig: {
									columns: [
										{
											columnName: "Name",
											direction: "asc"
										}
									]
								}
							}
						});
					return next?.handle(request);
				},
			}

Hello,

 

Here is a handler that will trigger calling the model load with the sorting using the "Name" column from the "Account" entity in the ascending order with row offset 15 and 1 record fetch:

{
				"request": "usr.TriggerCustomRequest",
				handler: async (request, next) => {
					const accountModel = await sdk.Model.create("Account");
					const accounts = await accountModel.load({
							attributes: ['Id', 'Name'],
							options: {
								pagingConfig: {
									rowsOffset: 15,
									rowCount: 1
								},
								sortingConfig: {
									columns: [
										{
											columnName: "Name",
											direction: "asc"
										}
									]
								}
							}
						});
					return next?.handle(request);
				},
			}

Hi Oleg, is there a way to retrieve distinct values modifying the "options"? How can I do it?

Luca Tavasanis,

Unfortunately, there is no way to apply distinct using the SDK model. 

We've registered the idea to our R&D team and hope to see the realization in the nearest releases. Thank you for making us better!

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Can I add tags (prefixed with a #) to mark certain feeds? Say, for example, as #important or #CertainEvent to find relevant feeds? This is different from using @mentions to tag certain contacts.

Thanks.

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Hello,

Unfortunately, we do not yet have this functionality available. However, we have registered this request to the responsible R&D team for consideration and implementation in future application releases. 

Thank you for helping us to improve our product.

Thank you. Looking forward to this functionality hopefully soon.

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Hi, 
    When the "AcceptApprovalWithoutComment" system setting is set to false, a popup for confirmation appears when clicking on the approval element's decision.

 Is it possible to override this popup to make it a lookup field instead of a text field(approval comment)? If so, what is the schema name for that?


 

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Hello,

Unfortunately, it is not possible to override this popup.

We've registered the suggestion for the R&D team.

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Hello Great community, 

 

We are planning to move from Classic UI to Freedom UI and would love your input. Apart from edit data directly in list what are the major best features of Freedom UI? What should we be aware of during the transition? Have you encountered any significant issues when switching to Freedom UI for all users? Any issue with message templates or Excel reports? Any sources or documentation would be greatly appreciated.

 

Thanks!

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Hi, 

Did the switch recently for our sales team: 

- check that all business rules that you use are usable in Freedom UI (eg: you cannot use business rules based on roles in freedom UI)

- Plan for editing both minipages and normal pages

 

  • - some functionalities still do not work in Freedom UI (eg: activities not automatically linking to your opp and account, will be there in 8.1.4, but could be a blocker) or if deduplication is important, make sure you set it up: https://marketplace.creatio.com/app/deduplication-freedom-ui-enhancements 

  • - Do not understimate the time to make the UX look good, the advantage of being a better page editor means you need to be careful in giving a UX direction 😉

    - User training is important

    - before pushing to prod: test, test,test because there are sometimes somes unexpected bugs which the teams are working actively on fixing
  •  
  • - carefull on the package management with autopackage generation in the latest version of Creatio

    Advantages:

     1- you can answer to more of your client's requests in depth without needing custom code (doesn't mean at some point you might not need some, but later in more complex scenarios)

    2 - all new functionalities are provided for Freedom UI only (including future AI Copilot)

    3- UX makes reading data clearer if you use the right colors
  •  
  • 4- no more limit in functionalities depending on page type
  •  
  • 5- object level business rules (rather than just page business rules), very useful

    Disadvantage: 

    Performance is not yet on par of what classic UI and classic shell were able to provide, so you'll quickly have your users complaining that it's a bit slower. But it's getting there, version 8.1.3 shows a good bump in performance improvement. 

One of the best approaches to converting a classic system to Freedom is to make use of the "Object-specific form page interface in the Freedom and Classic UI shell" lookup. This allows you to develop the Freedom UI equivalent while still allowing users to remain on the classic versions of the screens. Once the Freedom UI equivalent of the screens are complete and ready, you just need to switch the default for that entity in the lookup and users will begin seeing the Freedom UI version (along with swapping out the exposed section in the workplace to switch from the classic section to the Freedom section)

I've typically taken this approach: 

  1. Switch users to Freedom UI shell, but remain on classic screens
  2. Convert a section to Freedom UI, once complete switch in lookup and workplace
  3. Once users are using the new section work on switching any related detail edit pages to Freedom screens if applicable
  4. Repeat for next section(s)

 

A few random thoughts to add: 

  • As Damien mentioned, it's a bit slower, but has been getting faster with each version. 
  • There's a few things you might run into that isn't yet possible with Freedom UI. However, the ease at creating complex UIs is a nice trade off. You'll spend far less time doing tedious things for the UI such as adding buttons, labels, custom filters, etc and just focus on the actual business requirements. It really does make a lot of things "no code" that used to require code to accomplish.
  • The auto-refresh of records that have been modified on the back end or in processes is one of the best things in Freedom UI. Make sure you enable this - then you can rethink how data gets modified and do more via no code in processes rather than in the page code. 
  • Definitely get rid of the classic UI thinking. You can do so much more with screens, adding metrics/charts and other elements to lists and screens to make them far more visual & useful for users
  • It can be frustrating that new Freedom pages don't always go in the package you want. You can control this by adding packageUId in the URL of the page designer or disable the "smart" package feature so it just uses the current package system setting
  • To get the UI how you'd like don't forget you can put containers inside of containers. A layout element can have nested layout elements to split up cells/controls. 
  • For the most part, I'm always disabling editable lists so they aren't editable. You lose too much control over things in an editable list for now. Hopefully soon we'll be able to have events, rules, validation, etc for editable lists, but that isn't there now.
  • The lack of Freedom UI specific documentation is frustrating. Going beyond "no code" seems to be pushed to the side and it's not uncommon that code will break between versions. It's completely aggravating. Luckily, there's a huge amount of things that used to require code that now can be done with a no code approach, however, it doesn't cover everything and once you need to go beyond no code it can get frustrating at times - especially with such little documentation (or none) on the topics. I do have a lot of articles on things I've discovered with coding for Freedom UI screens here

Ryan

Damien Collot,

Perfect. Thank you for the detialed notes. All points are noted

Ryan Farley,

Perfect. Thank you for the detialed notes. All points are noted

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