Hi Everyone,

I'm looking to filter a lookup value based on "StartDate" and "EndDate" column field which is present in the lookup object . I attempted to achieve this through the following handler code, where I compare the current date with the End Date. However, it didn't work. Does anyone know of a better approach to filter the lookup value?

Below is my handler code:

{

    request: "crt.LoadDataRequest",

    handler: async (request, next) => {

        // filter the contact lookup for the account

                     

        if (request.dataSourceName !== "LookupAttribute_jw8dbjp_List_DS") {

            return await next?.handle(request);

        }

        // Add filter for UsrEndDate not less than the current date

        const currentDate = new Date();

        const filter = new sdk.FilterGroup(sdk.ComparisonType.And);

        filter.addItem(sdk.Filter.createColumnFilterWithParameter(

            "UsrEndDate",

            sdk.ComparisonType.GreaterThanOrEqual,

            currentDate

        ));

        request.parameters.push({

            type: "filter",

            value: filter

        });

        return await next?.handle(request);

    }

}

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Hello,

Take a look at this discussion, in there you can find an example of how to configure and add a needed filter.

In order to get the exact filter you need, use the test list method described there.

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Hi team,



I created a multi select lookup page for a detail in freedomUI using "crt.OpenLookupPageRequest" functionality. I wanted to either remove already selected records in the popup window or show them as checked if they are added into the detail. 

Source for multiselect page : https://customerfx.com/article/invoking-a-multi-select-lookup-dialog-on-a-creatio-freedom-ui-page/

Can anyone help me with this issue?



Expected functionality:





Thanks in advance

Goparna Nasina

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Hello!

You can use the filtersConfig parameter to filter records, as mentioned in the article.

Or you can use the option selectionState to predefine selected rows, which will be pre-selected when the lookup page is opened.

 

Example of selected records:

{
	type: "crt.OpenLookupPageRequest",
	...
	selectionState: {
		type: 'specific',
		selected: [
			'00000000-0000-0000-0000-000000000000',
			'11111111-1111-1111-1111-111111111111',
		]
	}
}

 

An example of pre-filtering records:

{
	type: "crt.OpenLookupPageRequest",
	...
	filtersConfig: {
		filterAttributes: [
			{
				name: 'MyFilter',
				loadOnChange: false
			}
		],
		attributesConfig: {
			MyFilter: {
				value: {
					"items": {
						"29e16d42-36f1-4e04-9029-4321cbb2494d": {
							"filterType": 1,
							"comparisonType": 11,
							"isEnabled": true,
							"trimDateTimeParameterToDate": false,
							"leftExpression": {
								"expressionType": 0,
								"columnPath": "Name"
							},
							"isAggregative": false,
							"dataValueType": 1,
							"rightExpression": {
								"expressionType": 2,
								"parameter": {
									"dataValueType": 1,
									"value": "Super"
								}
							}
						}
					},
					"logicalOperation": 0,
					"isEnabled": true,
					"filterType": 6,
					"rootSchemaName": "Contact"
				}
			}
		}
	}
}

 

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Hello

For mobile application I need to set Field in Account Page AS readonlny Permanently

 

I have found 2 solutions witch works in When Freedom UI checbox is unchecked

 

one of them: https://community.creatio.com/questions/how-make-fields-read-only-mobil…

the other is  addBusinessRule of type : Terrasoft.RuleTypes.Activation

 

but they don't work when Freedom UI checbox is checked :(

 

any solutions for setting fields Readonly for FREEDOM UI checked ?

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Best reply

Hello Tomasz,

 

The code you've used is using Ext.JS and is not working in Freedom UI.

 

In the latest application versions the business rules setup on the object level will also be applied to the page in the mobile app. Tested in 8.1.1 and the "Make elements read-only" rule is working properly:

The object should be published after adding such a rule and relogin performed in the app.

Hello Tomasz!

 

For Freedom UI, you may use readOnly property of the "Input" component, or the "Read-only input" component, according to this article: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/mobile-development/customization/freedom-ui/customize-page/references/common-components#title-15089-5

 

Best regards,

Natalia

 

Hello Tomasz,

 

The code you've used is using Ext.JS and is not working in Freedom UI.

 

In the latest application versions the business rules setup on the object level will also be applied to the page in the mobile app. Tested in 8.1.1 and the "Make elements read-only" rule is working properly:

The object should be published after adding such a rule and relogin performed in the app.

thanks Oleg! it works for FREEDOM UI checked !

I have noticted that if filed vale is empty ( or null) control dissapears

any solution how make it still visibale even if its empty ???

Tomasz Sobkowicz,

 

This has something to do with the rules setup. Please double-check all the rules that are set for your control.

there are no other rules

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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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Best reply

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

 

File attachments
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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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