Hi Harvey!

Please confirm, am I understanding correctly that you want to replace the section ListPage with your own page containing dashboards?

Is your dashboard page implemented in FreedomUI?

Which page does this page inherit from? Is it the Homepage?

Hi Pavlo, Essentially I want to create a standalone section page, so one that isn't tied to a specific entity or have to be created using the section template in the application hub.

Yes, using Freedom UI exclusively.

And the page I have created is inherited from the Homepage exactly. Is it possible to register this page as a section page?

Hi,

 

In general, there isn't a built-in feature for this. However, for such usage, we have the option to set a Homepage for the workplace. You can set this page instead of the current one.

 

But if you need two of your dashboard pages to be on the same workplace and displayed as a section, you can create a new section in the Freedom UI and replace its SectionSchemaUId with the UId of your dashboard page schema.



update "SysModule" set "SectionSchemaUId" = 'UId of dashboard schema module' where "Id" =  'Id of the section you want to open with the dashboard'

 

For example, I successfully set the SalesEnterpriseHomePage to open from the test section.

Hope this helps!

Thanks Pavlo, we already have a page being used as the Home page of the workplace the additional dashboard needs to reside in, so we had to do the database editing you suggested to get it to work, which it now does - thank you! This would be a very useful option to be able to do without custom SQL, no code being the aim of Creatio config going forward!

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.

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.

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, 

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…

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

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!

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.

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.

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.