Hello, 

Are the instructions below still apply to add a edit page to a lookup or is there an easy way to do this on Freedom UI version 8.1.1?

 

Adding lookup with edit page | Community Creatio

 

Thanks,

Jose

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It is still the same since the Lookups area is still classic UI.

Also, BTW I have the instructions with Postgresql instructions here, if interested/needed: https://customerfx.com/article/creating-an-edit-page-for-a-lookup-in-cr…

It is still the same since the Lookups area is still classic UI.

Also, BTW I have the instructions with Postgresql instructions here, if interested/needed: https://customerfx.com/article/creating-an-edit-page-for-a-lookup-in-cr…

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Is it possible to specify an extra column or 2 to be used for searching against when typing text into a combobox in Freedom UI? The use case is that users can select an Account in the ComboBox lookup, but should be able to search in that dropdown combobox using either the account's Name, or its Account Number.

 

I know it's possible to do this by opening up the modal lookup window when that's configured, but to save some clicks ideally it would be possible to just type/paste into the combobox to achieve this behaviour.

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Hello Harvey,

 

It's not possible for now, but 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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Hi all,

 

Currently when I setup a list, the columns are not taking the full width of the grid. 

They have a fixed size and If I resize the screen columns sizes are not chaning. 

 

Is there any way to setup columns sizes as a % of the list grid width?

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Dear Andreas,

 

For the grid container, the size of one column will always depend on the size of the grid. For example, you have a 100x100 px grid with 2 columns, the grid will be divided into 2, each column taking a half of the space (with spacing specified in settings). You can of course take up a whole space with the element if needed.

 

You can modify the column set up in the grid container with system definer sizes like "small", "medium", "large" in the column spacing for example:

 

 

You can read more about the grid container set up on Creatio Academy: https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

 

You can also use a flex container for a more flexible set up: https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

 

Have a great day!

Alina Yakovlieva,

 

Hi Alina,

To clarify, my question was related to the list component, not the layout grid.

As it stands, the list component allows me to manually set the width of each column. However, this width can only be defined using a fixed size (like pixels), not percentages. This fixed sizing leads to two main issues:

  1. On smaller screens: The content doesn't fit the screen width, resulting in the addition of a horizontal scrollbar.
  2. On larger screens: There's excess white space to the right of the last column, as the columns do not expand to use the available width.

My goal is to have the column widths dynamically adjust to the screen size, utilizing percentages to ensure they fill the entire width of the list component, without unnecessary scrollbars or white space.

Is there a way to make the columns within the list component responsive, so that their widths adjust in proportion to the screen size, using percentages instead of fixed sizes?

 

 

Any guidance or suggestions on how to achieve this would be greatly appreciated.

Thank you!

 

 

 

 

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Hi all, 

I'm migrating from Classic UI to Freedom a screen that has an Info button, as described in the following post:



https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/classic-ui/record-page/field/examples/attach-an-info-button

 

How can we do that in FreedomUI?

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Hi,

 

Have you tried the tooltip in the page designer at field level ?

Yes, but how can we format that text?

I'd like to add bullets in the text and breaklines

You can add add HTML to a tooltip in Freedom UI. .

If you need some dynamic content for the tooltip, you can add an attribute and bind it to the tooltip property, then set the tip at runtime by setting the attribute.

Ryan

Awesome! thanks

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Hello Everyone,



Is there a way to show contacts only to their respective owner as by default and not to other users?



Thanks in advance.

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Hello,

It all depends on the specific requirement:

  1. If you need to display across the system only those contacts created by the users themselves, this can be achieved by configuring record permissions. If you toggle the switch but do not specify any roles, records will only be visible to the users who created them. You can also set up such access rights based on roles.

     

    https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/access-management/record-permissions



     

  2. If you want contacts across the system to be visible only to those set as the Owner of that contact, you can utilize a business process with the "Change access rights" element. Configure it in a way that when the owner changes, all access rights to the record are removed, and only the new owner is added.

     

    https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/bpm-process-examples/how-to-manage-access-permissions-with-business-processes

     

  3. If you need to display contacts in a specific field where the owner is the current user, you can use a filtering business rule to display only those contacts where "Owner" = "Current User owner".

Thank you for reaching out!

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Hi 

 

Is there any way to disable the default pop-up as shown in the image. The pop-up  shows when you make changes in inline detail. 

 

Regards

Rakshith

 

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Hello,

 

Could you please send us an email at support@creatio.com and provide detailed steps on how to reproduce the issue so we can investigate the matter?

 

Best regards,

Yuliya

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Hi Community,

We have activated the 'Enable live data update' for the Contacts and its currently not working.

We have a business process that updates fields of the Contact once finished. Only when we click Refresh the fields are updated.

How can we fix/debug this issue?

Sasor

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I assume you're using a Freedom UI section/page? It doesn't work with classic. Also, make sure the feature "LiveEditingForCurrentUser" is on as well.

Ryan

Ryan,

Thank you for the reply.

 

The page is Contacts in freedom UI.

 

From the Business Process I am trying to update the lookup that is responsible for the stages ( Progress Bar). The progress Bar is only updated after I click the Refresh button. 

Should I do some other modifications as well ?

Sasor

We also have this issue, but then tested in 8.1.2 and not found that



Vladimir

You should check with the support. This feature is causing performance issue in 8.1.1.

I recently had an issue after I imported more than 20k cases in a site and the support deactivated the live update for a little while until I creaed a new case on this subject.

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I have a 'Contract' object with a start date field, and I want to display that field (start date) in the associated 'Opportunity.' I used an input to retrieve the field in my opportunity. However, the issue is that the date displayed in the opportunity is in the date/time format, whereas the field in the contract is in the date format. How can I display the date in the opportunity with just the date format?

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Hi!

 

Regrettably, this behavior is currently exclusive to the Input Date/Time field. The field currently presents data exactly as it appears in the database, resulting in users consistently receiving Date/Time format data even if the corresponding page originally only contained Time or Date information in these fields.



We wish to inform you that we have imminent plans to address and rectify this behavior in the near future. Anticipated changes are expected to be incorporated in a subsequent release, likely following version 8.1.3.

 

If you have any further questions, please respond to this email we would be happy to help.

Thank you for choosing Creatio!

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Hi Community.

Here example validator client side in Documentary

/* Declare the AMD module. */

define("UsrAppValidators_FormPage", /**SCHEMA_DEPS*/[]/**SCHEMA_DEPS*/, function/**SCHEMA_ARGS*/()/**SCHEMA_ARGS*/ {

    return {

        viewConfigDiff: /**SCHEMA_VIEW_CONFIG_DIFF*/[

            {

                "operation": "insert",

                "name": "UsrName",

                "values": {

                    "layoutConfig": {

                        "column": 1,

                        "row": 1,

                        "colSpan": 1,

                        "rowSpan": 1

                    },

                    "type": "crt.Input",

                    "label": "$Resources.Strings.UsrName",

                    "control": "$UsrName"

                },

                "parentName": "LeftAreaProfileContainer",

                "propertyName": "items"

            }

        ]/**SCHEMA_VIEW_CONFIG_DIFF*/,

        viewModelConfigDiff: /**SCHEMA_VIEW_MODEL_CONFIG*/{

            "attributes": {

                "UsrName": {

                    "modelConfigDiff": {

                        "path": "PDS.UsrName"

                    },

                    "validators": {

                        /* Bind the custom validator to the attribute. */

                        "MyValidator": {

                            "type": "usr.MyValidator",

                            "params": {

                                "invalidName": "test",

                                "message": "Invalid name"

                            }

                        }

                    }

                },

                "Id": {

                    "modelConfigDiff": {

                        "path": "PDS.Id"

                    }

                }

            }

        }/**SCHEMA_VIEW_MODEL_CONFIG*/,

        modelConfigDiff: /**SCHEMA_MODEL_CONFIG*/{

            "dataSources": {

                "PDS": {

                    "type": "crt.EntityDataSource",

                    "config": {

                        "entitySchemaName": "UsrAppValidators"

                    }

                }

            }

        }/**SCHEMA_MODEL_CONFIG*/,

        handlers: /**SCHEMA_HANDLERS*/[]/**SCHEMA_HANDLERS*/,

        converters: /**SCHEMA_CONVERTERS*/{}/**SCHEMA_CONVERTERS*/,

        validators: /**SCHEMA_VALIDATORS*/{

            /* The validator type must contain a vendor prefix.

            Format the validator type in PascalCase. */

            "usr.MyValidator": {

                "validator": function (config) {

                    return function (control) {

                        return control.value !== config.invalidName ? null: {

                            "usr.MyValidator": { message: config.message }

                        };

                    };

                },

                "params": [

                    {

                        "name": "invalidName"

                    },

                    {

                        "name": "message"

                    }

                ],

                "async": false

            }

        }/**SCHEMA_VALIDATORS*/

    };

});



is it possible to give argument of validator (invalidName) dynamic from other field value instead static like "invalidName": "test"? or can field value (other than control) accessed inside validator method?

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As far as I know, this is not possible at the moment to get a value of other attributes in a validator.

Alex Zaslavsky,

Thanks for your answer, really appreciate it.

I was told by support that it currently isn't possible, and their recommended workaround was to save the value to the JS global variable `window`, the example they gave was:

viewModelConfig: /**SCHEMA_VIEW_MODEL_CONFIG*/{
"attributes": {                
    "DateTimeAttribute_lpcf566": {
        "modelConfig": {
            "path": "PDS.StartDate"
        },
        "change": {
            "request": "dw.StartDateChange",
        },
        "validators": {
            "StartDateIsNotNotLessThanProjectStartDate": {
                "type": "dw.StartDateIsNotNotLessThanProjectStartDate",
                "params": {
                    "message": "#ResourceString(StartDateIsNotNotLessThanProjectStartDateMessage)#",
                }
            }
        }
    },
}
},/**SCHEMA_VIEW_MODEL_CONFIG*/
handlers: /**SCHEMA_HANDLERS*/[
{
    request: "dw.StartDateChange",
    handler: async (request, next) => {
        /********/window.StartDate = await request.$context.DateTimeAttribute_lpcf566;/********/
        if(request.$context.IsStartDateInited) {
            request.$context.validate();
        }
        request.$context.IsStartDateInited = true;
        return next?.handle(request);
    }
}
],/**SCHEMA_HANDLERS*/
validators: /**SCHEMA_VALIDATORS*/{
"dw.StartDateIsNotNotLessThanProjectStartDate": {
    "validator": function (config) {
        return function (control) {
            return (!control.value || control.value >= /********/window.StartDate/********/)
                ? null
                : {"dw.StartDateValidator": {message: config.message}};
        };
    },
    "params": [
        {
            "name": "message"
        }
    ],
    "async": false
}
}/**SCHEMA_VALIDATORS*/

 

Where I've highlighted with surrounding comments the usage of the window to store this additional information to be used by the validator. Definitely not ideal, and hopefully they'll add this functionality in future, since async validators to perform some checks against the record when some field changes (and so where the validator will need the record's ID) seem to be the most useful usage of them, but this should at least work in the meantime.

M Khaerul Anwar,

 

Hi, Have you solved this and works?

 

I'm trying to implement on a similar situation using the provided code, but didn't understand from where is introduced/initialized IsStartDateInited  (request.$context.IsStartDateInited)?

 

Please could you help me?

 

Thanks

Julio Falcón

Julio.Falcon_Nodos,

No, I took a different approach from client-side to server-side validation instead.

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Hello Everyone,

 

I have added a tag component to the contact list page in the Freedom UI and also applied tags to the records. However, the records are not being filtered according to the selected tag on the list page. Can anyone tell me how to filter them based on the tag?

 

Thanks in advance.

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Hello,

 

In such case, you can add a 'Quick filter' component with the following parameters:



And you will be able to search records by tags:

Bogdan,

Thanks a lot. It worked..

Bogdan,

I've done the same but it doesn't work for "existing old sections", like Account or Contact. Your solution works for new entities, that refer to the "Tag" entity and your quick filter works great. If I want to filter Account or Contact list page by tag, the Tags are not stored in the "Tag" entity but in "AccountTag" and "ContactTag" entities: if you try to set a default value in the designer for the quick filter you'll see the values contained in the "Tag" entity and not the ones for Accounts or Contacts. How should we configure the quick filter in Account or Contact page to work with their tags?

Thanks

Regards

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