How can you set the default values created for an Activity when clicking on the Calendar in Freedom UI? I can't see anything in the OOTB code for calendar setup that would pass default values into the calendar activity creation process, but presume there must be some JSON parameters that could be set to specify things like the Activity Type/Category for example. Any help appreciated.

Like 3

Like

3 comments

Hello,

Unfortunately, this logic is hardcoded and cannot be changed at the moment. We have raised an improvement for the development team to make it possible to configure the default Category for this element in future releases.

Thank you for reaching out!

Thanks Pavlo, so no properties in the JSON can be set for this currently at all then? And no overriding of any of the schema handlers would enable setting them either? We currently have a fair amount of handler code, so wouldn't be too worried about adding some more in for now until this is possible in no code.

Unfortunately, it is not possible to change this logic for this scheme at the moment, even using such handlers.

Show all comments

Hi 

Is there any way to get all  the code column names in an object  in C#.

 

Regards

Rakshith Dheer

Like 0

Like

1 comments

Hello,

 

There is no direct method to do that, but here are a couple of options that may help:

 

1) When opening an object in the designer this service is called (via POST request):

 

https://creatioAppURL/0/ServiceModel/EntitySchemaDesignerService.svc/Ge…

 

to get the content of the object (metadata). The body for this request is the following:

 

{"schemaUId":"5479e4d7-510e-4b18-9242-e2b3125ab786","useFullHierarchy":false}

 

5479e4d7-510e-4b18-9242-e2b3125ab786 should be replaced with the UId of the object you need. Received JSON string can be then parsed to get the list of columns of the object.

 

2) You can also create a simple ESQ, use the AddAllSchemaColumns method and then retrieve the list of columns from the Columns property of the ESQ instance you created.

Show all comments

Hi all,



i read about using installment plan template in Order page from sales tools documentation. i use crm bundles demo in freedom ui for the environment. i found the pre template lookup but can't find the selection/dropdown to use it in "installment plan" detail. anybody know how to use this pre template in order form page (installment plan detail)?

Like 1

Like

1 comments
Best reply

Hello,

 

We have declined to incorporate this functionality within the Order and Contract Management application. The utilization of this detail within the application is accompanied by existing logic, and as of now, there are no plans to integrate it.

 

However, I will register such idea.

Hello,

 

We have declined to incorporate this functionality within the Order and Contract Management application. The utilization of this detail within the application is accompanied by existing logic, and as of now, there are no plans to integrate it.

 

However, I will register such idea.

Show all comments

Hello community,



I'm trying to apply dynamic filter for printables, my requirement is i am filtering the detail based on a quick filter(date) and when data's are filtered i want to generate a printable for that filtered data in the detail, now it is generating printable for all the data in the detail not taking the quick filter into account. Is there any way to achieve this?

 

Best regards,

Mahalaxmi Ganesan

Like 0

Like

1 comments

Hello, 

Thank you for reaching out with your question. I understand that you're looking for a way to apply dynamic filtering, but unfortunately, there is no built-in functionality for this specific feature. 

 

However, as a workaround, you can apply filtration for the table configured in the report setup. This allows you to customize the data that appears in the printable report according to specific criteria. While it may not offer the same level of flexibility as dynamic filtering, it can still help you achieve your desired outcome to some extent. 

 

For more detailed instructions on setting up reports please refer to the following link: 

https://academy.creatio.com/docs/8.x/no-code-customization/8.0/customiz…

Show all comments

Hi, 

 

I hope someone can help me, I am exploring the Idea of Moving our system from Classic UI to Freedom UI. I am experiencing Cyclic Chain issues after updating our Dev system when I save the Freedom UI Account Form Page.

 

I've not worked with Cyclic Dependencies previously and the help from Creatio Support didn't help me achieve a fix. 

If someone could explain step by step how to fix these dependencies (image attached) I would be very grateful.

 

Many Thanks

 

Tom

 

 

Like 0

Like

1 comments

Hi Tom,

 

What's happening here is that the Account Form page needs to access items that are located in your Custom folder, but because of the hierarchy, it's unable to do so. 



If you move the Freedom UI Account Form page to the custom folder, you can test saving the page and see if that works. If it does, the above is indeed the issue. 



Harry

Show all comments

Hi, 

I have tow connected objects, and I want to display them in nested lists (foreach row in Object1, display the connected objects from Object2). Something like that:

  • Object1
    • Object2
    • Object2
  • Object1
    • Object2

How can I do it?

Thanks

Like 0

Like

1 comments

Dear Smadar,

 

For Classic UI, you can use a marketplace solution: https://marketplace.creatio.com/app/tree-view-creatio

 

For Freedom UI, you will need to create your own component. You can find more information about that on Creatio Academy: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

 

I hope this helps.

Have a great day!

Show all comments

Dear colleagues,

 

In Classic UI I can solve this by code, but in Freedom is also possible?, somebody know in which schema I need to do this and the related code?

 

Thanks & Regards

Like 1

Like

15 comments
Best reply

Note, when adding these back in, you'll need to make sure that the "items" and "primaryColumnName" values match the values from your list. For Section Lists. The "Items" and "PDS_Id" values need to be updated to match your List's property values - those can likely stay as-is for section lists, but for new lists added, you'll need to update those values. See for more: https://customerfx.com/article/adding-row-action-menu-items-to-a-creati…

and the same in a Detail (Freedom page)?

Hello Julio,

See this article here: https://customerfx.com/article/adding-row-action-menu-items-to-a-creati…

You can override the menu (usually to add other menu items to it). When you do so you override the "Open", "Copy", "Delete" options and need to add them back in. You could override the menu and then just only add back in the "Open" option. It would look like this (the article will provide more details)

viewConfigDiff: /**SCHEMA_VIEW_CONFIG_DIFF*/[
    {
        "operation": "merge",
        "name": "DataTable",
        "values": {
            //...,
            "rowToolbarItems": [{
                type: 'crt.MenuItem',
                caption: 'DataGrid.RowToolbar.Open',
                icon: 'edit-row-action',
                disabled: "$Items.PrimaryModelMode | crt.IsEqual : 'create'",
                clicked: {
                    request: 'crt.UpdateRecordRequest',
                    params: {
                        "itemsAttributeName": "Items",
                        "recordId": "$Items.PDS_Id"
                    }
                }
            }]
        }
        //...
    },
    //...
]/**SCHEMA_VIEW_CONFIG_DIFF*/

Essentially you're replacing the existing menu with one that only has the Open menu option. This works for any list (section or a list on a page)

Ryan

Ryan Farley,

Thanks Ryan, I promise I looked first, before to publish, in your articles, but didn't found this one. Thanks a lot

 

Regards

Julio

Ryan Farley,

Dear Ryan, I didn't found the crt.DataGrid element in the viewConfigDiff in the code of the listpage, I found it on a FormPage, but I need it also in a the ListPage

solved no need to search crt.DataGrid, jus add it on viewConfigDiff

Julio.Falcon_Nodos,

Yes correct. For the list page, the List (crt.DataGrid) exists in the parent page, you just need to merge in the changes.

Ryan

No worries - there's so much new info now with Freedom UI stuff, it's hard to know what to even search for!

Julio.Falcon_Nodos writes:

Ryan Farley,

Thanks Ryan, I promise I looked first, before to publish, in your articles, but didn't found this one. Thanks a lot

Regards

Julio

This could really do with being configurable using no-code tools, as it's quite cumbersome to apply to every list users will see but is often important - being able to copy records which should have to be created in specific ways is often an issue for business data.

Ryan Farley,

 

Hello again Ryan

 

How can I remove the delete option on a Freedom UI page , I see that when I add a detail only a FormPage is created, but there is no ListPage (like in Classic UI). So is it possible to solve this in a Freedom UI detail?

 

Julio.Falcon_Nodos,

Hi Julio, basically, any time you override the rowToolbarItems it replaces what is there with that you provide. Meaning, all the existing out of the box ones are gone. If you want no items there, you can just add and empty array:

rowToolbarItems: []

However, this has the annoying side effect of leaving an empty menu that pops up when the row actions button is clicked. I'm not sure if there's a property to remove the row actions button completely, so I usually just hide it with CSS.

Ryan

Ryan Farley,

Thanks Ryan, I'm already solved, but I want to maintain "Open", "Copy" and just remove "Delete", how can I did it?

solved... adding in "rowToolbarItems", this piece of code

"rowToolbarItems": [
  // Edit
  {
	type: 'crt.MenuItem',
	caption: 'DataGrid.RowToolbar.Open',
	icon: 'edit-row-action',
	disabled: "$Items.PrimaryModelMode | crt.IsEqual : 'create'",
	clicked: {
		request: 'crt.UpdateRecordRequest',
		params: {
			"itemsAttributeName": "Items",
			"recordId": "$Items.PDS_Id"
		}
	},
  },
  // Copy
  {
	  type: 'crt.MenuItem',
	  caption: 'DataGrid.RowToolbar.Copy',
	  icon: 'copy-row-action',
	  disabled: "$Items.PrimaryModelMode | crt.IsEqual : 'create'",
	  clicked: {
		  request: 'crt.CopyRecordRequest',
		  params: {
			  "itemsAttributeName": "Items",
			  "recordId": "$Items.PDS_Id",
		  },
	  },
  }                      
],

Note, when adding these back in, you'll need to make sure that the "items" and "primaryColumnName" values match the values from your list. For Section Lists. The "Items" and "PDS_Id" values need to be updated to match your List's property values - those can likely stay as-is for section lists, but for new lists added, you'll need to update those values. See for more: https://customerfx.com/article/adding-row-action-menu-items-to-a-creati…

Ryan Farley,

Is there any other way to hide the 3 dots for row action menu to even spawn

Pranshu Basak,

Sadly, removing all menu items does not remove the 3 dots button (in current versions, at least - hopefully that changes). For now I typically just hide it with some CSS.

Ryan

Show all comments

Dear mates,

Our system display a compilation error warning. If we click on the button, the tooltip displayed is empty.

We had compilation errors in the past, but the issues are resolve.

I tryed to delete records in the Compilation History Lookup but the system refused to delete them.

How can i remove the Warning ?

Thank you,

Nicolas

Like 1

Like

3 comments
Best reply

Hello,

 

Please note that this issue is connected to the 8.1.2 release and in order to fix it you need to create a case directly for our Support team (support@creatio.com) so we could work with the site in question.

Same here in our cloud dev environment with this new 8.1.2 functionality

You are right, we do not have the problem on our production environment, only on the dev env.

Hello,

 

Please note that this issue is connected to the 8.1.2 release and in order to fix it you need to create a case directly for our Support team (support@creatio.com) so we could work with the site in question.

Show all comments

Hi Everyone,



I want to exclude all the contacts that are in a particular folder from the main folder so that those contacts are visible only in that folder and not on the main list page. How can I do it?

 

Thanks in Advance.

Like 0

Like

1 comments

Hello,

 

Unfortunately, it is not possible to perform this task in a basic way. You can only filter the data you need in folders, but there is no way to completely move all records from the main contact list page to one folder so that they are only available in one folder and not on the main list page.

 

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

Show all comments

Hi

 

I want to show the global search only for the admin users. Is there a way to acheive this ?

Like 0

Like

1 comments

Hello,

 

To achieve this task you can try the following approach:

 

1) Create a system operation in the "Operation permissions" section with the code like "GlobalSearchInputVisible" and grant access rights to system administrators only:

2) Activate the system feature with "AllowCreateAngularSchema" code (it's not available by default in the features list (available via /0/Shell/#Section/AppFeature_ListPage), you need to create a record in the list and enable it for your user).

 

3) After enabling the featue at step 2 a new option will appear in configurations that allows creating replacements for angular schemas:

Select this option and select "MainShell" as a parent schema for the created module.

 

4) Specify the following code in the schema from step 3:

define("MainShell", /**SCHEMA_DEPS*/["@creatio-devkit/common", "css!CardSchemaViewModule", "css!MainShellCSS"]/**SCHEMA_DEPS*/, function/**SCHEMA_ARGS*/(devkit)/**SCHEMA_ARGS*/ {
    return {
        viewConfigDiff: /**SCHEMA_VIEW_CONFIG_DIFF*/[]/**SCHEMA_VIEW_CONFIG_DIFF*/,
        viewModelConfig: /**SCHEMA_VIEW_MODEL_CONFIG*/{}/**SCHEMA_VIEW_MODEL_CONFIG*/,
        modelConfig: /**SCHEMA_MODEL_CONFIG*/{}/**SCHEMA_MODEL_CONFIG*/,
        handlers: /**SCHEMA_HANDLERS*/[
			{
				request: 'crt.ContentDisplayedStateChangedRequest',
				handler: async (request, next) => {
					const rightService = new devkit.RightsService();
					const canUseGlobalSearch = await rightService.getCanExecuteOperation('GlobalSearchInputVisible');
					if (!canUseGlobalSearch) {
						var element = document.querySelectorAll('[data-item-marker="AppToolbarGlobalSearch"]');
						element[0].remove();
					}
					return next?.handle(request);
				}
			}
		]/**SCHEMA_HANDLERS*/,
        converters: /**SCHEMA_CONVERTERS*/{}/**SCHEMA_CONVERTERS*/,
        validators: /**SCHEMA_VALIDATORS*/{}/**SCHEMA_VALIDATORS*/
    };
});

The idea here is simple: check if the user has access to system operation and if not - take the element that contains data-item-marker="AppToolbarGlobalSearch" selector and remove it from DOM.

5) Save the schema and refresh the page.

 

As a result the Global Search input will be hidden for regular users, but will be available for system administrators.

Show all comments