I am aware that there is a way to update Classic UI pages without saving through adding specific code to the schema as I have seen it work before, but I am having trouble understanding how to do the same on a Freedom UI page.

 

Specifically, I would like to automatically fill out fields when a lookup option is chosen. An example of this working on the Classic UI is on the application forms page in the Finserv Sales and Service package, where a contact's information is filled in on the application whenever a contact is chosen (see the screenshot below).

I thought it would be a good exercise to try to update the page to Freedom UI so I would know it was working correctly, but I have not figured anything out so far.

 

Any and all help is appreciated!

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There are two approaches you can take:

Approach 1 (minimal code): 

  1. Make sure that live data updates is turned on for the object.
  2. On a change of the lookup, save the record. You'll need code for this to respond to the lookup change and then to save the record.
  3. Create a process that triggers on the save of the record, it then updates the record to populate the other fields

Approach 2 (more code, but no save is needed, user can still cancel)

  1. On a change of the lookup add code to listen and respond to the lookup change 
  2. Read the selected lookup value and use a model query to read the associated lookup data and set the values on the page

Ryan

There are two approaches you can take:

Approach 1 (minimal code): 

  1. Make sure that live data updates is turned on for the object.
  2. On a change of the lookup, save the record. You'll need code for this to respond to the lookup change and then to save the record.
  3. Create a process that triggers on the save of the record, it then updates the record to populate the other fields

Approach 2 (more code, but no save is needed, user can still cancel)

  1. On a change of the lookup add code to listen and respond to the lookup change 
  2. Read the selected lookup value and use a model query to read the associated lookup data and set the values on the page

Ryan

Ryan Farley,

Just to clarify, the second approach does not require saving the record, and the first step of that method saying "save the record" was just because the text was copied from the first approach, correct?

 

The use case I have makes it impossible to save the record to update the data on the page, as some of the information that will be filled in is required information and can't be saved if it is empty. Manual entry is possible, of course, but we are trying to minimize human error in our implementation.

Alexander,

Yes correct, that was a copy/paste mistake. On the second approach no save is needed (I updated the text). 

You're basically just listening for the change of the lookup, then once a value is selected, you do a query to read the associated record and populate the controls/fields on the screen.

One last approach is, if you don't really need the values from the related record to be editable and only displayed, is to simply bind the fields from that record on the page. Freedom pages will allow you to add controls on the page, not bound to a column of the object, and then select the binding from some related record. This will display them, but they will not be editable, and will not actually exist on the current record - only being displayed from the related record.

Ryan

Ryan Farley,

Thank you for the clarifications and articles. They were very helpful and I got it to work very quickly!

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Hello,

 

I need to create a page in freedom UI and add it as a section without linking it to a model, meaning that this page operates freely without having a business object related to it.

 

The purpose is to call external API and retrieve values to be populated in a table/list, and it does not need to be related to any model inside creatio. No need to add-edit-delete for the model, a free customizable page that I can fully control from code level.

 

Thanks

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I create such pages in the business process - predefined page

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Hi Community,

Can you provide a snippet on how we can achieve the following?

For example in the 'Contacts' editable list

We want the field 'Full Job title' to be editable and the field 'Email' to be NOT editable (its values are populated via Business processes) so we dont want manual insertion from the user. How can this be achieved?

Sasor

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You could add a business rule at the object level to disable editing of the email, but then it would also be disabled at the page level (unless that is also what you want). Other than that, the only option is to turn off the editable list property (since, currently, you can't make certain fields editable and others not)

@sasori Great idea !

Try add a readonly flag to your column in crt.DataGrid for Contacts
After that try to restore default settings on the page for this detail if you added more columns to this grid. This functionality is kinda buggy.

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Hi Community,
Can you provide a snippet example, on how we can hide a Detail (list) if the List contains no data (records)?

Thank you

Sasori

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This can only be done with code. A combination of doing some model queries to check for records that would be in the list, then using an attribute bound to the visible property of the list to set as true/false based on the results of the query. 

Using the model to query data: https://customerfx.com/article/querying-data-using-filter-conditions-vi…

Using attributes: https://customerfx.com/article/using-custom-attributes-on-a-creatio-freedom-ui-page/

Using the init to execute the above code when the page loads: https://customerfx.com/article/waiting-for-model-to-be-ready-and-loaded…

Ryan

Hi Community,

Any remark on this one?

This can only be done with code. A combination of doing some model queries to check for records that would be in the list, then using an attribute bound to the visible property of the list to set as true/false based on the results of the query. 

Using the model to query data: https://customerfx.com/article/querying-data-using-filter-conditions-vi…

Using attributes: https://customerfx.com/article/using-custom-attributes-on-a-creatio-freedom-ui-page/

Using the init to execute the above code when the page loads: https://customerfx.com/article/waiting-for-model-to-be-ready-and-loaded…

Ryan

Hello,
 

Unfortunately, this task cannot be implemented using standard methods.

 Ryan has provided helpful recommendations that will assist you with implementation through development methods.
 

Additionally, we have registered a task for the development team to add such functionality in future releases.

Best regards,
Pavlo

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Hi community,

This is an out of the box problem, because i tried it in a fresh Environment as well.

Here is the issue.

We have the Leads section in the Classic UI, meanwhile the Account section is in the FreedomUI

1-We click to the Account link from the Lead Section:

2- We expect that the Form Page will open since we are not adding a new Account. Instead of the Form Page the MiniPage of the Account opens

3- Status of the Pages established for the account

How can we fix this issue?

Sasor

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Hi Community,

Any update regarding this?

Hello,

 

Please make sure that the "Default page" setting is set to the "Form page" in the Accounts object located in a package that is at the end of the packages hierarchy (it might be in the Custom package). 

This issue might appear if in one of such objects the "Default page" setting is set to "Mini page", which overrides the base settings.

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Hi colleagues,

 

Somebody know how can I made the default column "Name" of a detail (in Freedom) not clickable? 

 

Thanks in advance

 

Regards

Julio Falcón

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I'm not aware of anything you can add in the column properties to make it not clickable, but it's possible that there's something available (hard to know and it's not mentioned in the List properties). 

Would it work to just expand the Lookup column to map the display value column directly to the list? Also, if you never want it a clickable link you can remove the default page for the object (if that is something that would work for your scenario - obviously won't work for OOTB entities)

I'm not aware of anything you can add in the column properties to make it not clickable, but it's possible that there's something available (hard to know and it's not mentioned in the List properties). 

Would it work to just expand the Lookup column to map the display value column directly to the list? Also, if you never want it a clickable link you can remove the default page for the object (if that is something that would work for your scenario - obviously won't work for OOTB entities)

Ryan Farley,

Thanks Ryan, I created another field and when create a new record using a process copy the Name column value to this column and in the detail show this another... is not the very best, but works :-)

 

Thanks

Julio

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Hi can anyone help to build a tile view in freedom ui , I wanted to recreate the grid view that was present in classic ui .

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Hello,

Unfortunately, a tile view currently cannot be recreated in Freedom UI, and there is no option to display the images on the list page. We have registered a request with the responsible development team, and this team is working on adding this functionality in future releases.
 

Hello,

Unfortunately, a tile view currently cannot be recreated in Freedom UI, and there is no option to display the images on the list page. We have registered a request with the responsible development team, and this team is working on adding this functionality in future releases.
 

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Hi all,
Does anybody know how to store data in a rich text field without the HTML tag? There's an example in the knowledge base section; it has 2 columns ("Notes" with the "Rich text" data type to display and save article data with the html tag and "NotHtmlNote" with the "unlimited length data" data type that stores the article value without the html tag), but I don't know how it works.
 

Thank you.

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The way that the OOTB KB area does it is it binds an attribute to the crt.RichTextEditor control's "plainText" property. This returns the text version of the contents. If you view KnowledgeBase_EditPage you'll see the plainText property there

The attribute there is added to the model in the viewModelConfigDiff, which is how it's bound to automatically save to that path.

Also, a side note, there's a process added from the CoPilot stuff which exists in recent versions that can be used as a subprocess for stripping out HTML tags from text, called "Trim html in text". You can use a process and pass in the InputText parameter and you'll get back the text without the HTML tags in the OutputText param. This would be easy to use as a process to save the unformatted text as well.

Ryan

The way that the OOTB KB area does it is it binds an attribute to the crt.RichTextEditor control's "plainText" property. This returns the text version of the contents. If you view KnowledgeBase_EditPage you'll see the plainText property there

The attribute there is added to the model in the viewModelConfigDiff, which is how it's bound to automatically save to that path.

Also, a side note, there's a process added from the CoPilot stuff which exists in recent versions that can be used as a subprocess for stripping out HTML tags from text, called "Trim html in text". You can use a process and pass in the InputText parameter and you'll get back the text without the HTML tags in the OutputText param. This would be easy to use as a process to save the unformatted text as well.

Ryan

Ryan Farley,

Thank you. It's very clear and helpful.

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Hi team! 

I need to have columns in the data grid with 60px width and no more than that. 
The minimum currently allowed I think is 114px. 
Setting a smaller width in grid code is not working, no matter the value I set to the column width, it shows with 114px width.

 

 

Also if final user tries to reduce the width dragging the column border, is stuck at that predefined min value. 

 

Any idea how to redefine that? is it possible?

 

Thanks!

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Hello,

Unfortunately, this is not possible to change the column width. We will submit this idea to our development team, and it might be implemented in future releases. Stay tuned for the updates, and thank you for helping us to improve our products!

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For Financial Services Creatio product lineup, thre is BaseFieldsDetail schema of the BaseFinance package to set up details with fields. This package is available only in Financial Services Creatio product lineup.

 

I need to enable the Product Parameters Terms using the Field Details in Freedom UI. What is the best way?

 

This is the view of the field detail in Classic I'm trying to replicate

 

image.png

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Hello,

 

Please resend the screenshot, as it is not available on our end.

Second attempt

Mira Dmitruk,

 

Screenshot shared again

Good day, 

We would like to clarify whether you would like to 
1. introduce the adaption of this detail in Freedom UI version of the same page
2. or whether you wish to develop this detail for another section?

The closest element to a detail from Classic UI in Freedom UI is an expanded list that would refer to the elements of the relevant object 

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