Hello,

 

We need to put reports on the homepage and let users to filter data by period, region.

Is it possible now to link chart/list to dynamic filtration, so user can select what data to display in those chart/list?

Is it possible to add pivot table to the homepage?

Like 0

Like

2 comments

Dear Vladimir,

 

To apply dynamic filtration to the dashboards you can use the "Apply filter by page data" parameter. 

This way you can use the list element and ll filtration applied to the list will be applied to the dashboard as well.

 

 

You can read more about this element in the following article: https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

 

Have a great day!

Alina Yakovlieva,

So, can I filter only lists? And what about charts?
And pivot tables?

Show all comments

We need to set the default Home Page for users in Creatio, ideally based on their functional role, but failing that a single default home page for all users would be acceptable. How can this be achieved? We're using Freedom UI and are on version 8.1.0 in our environments.

Like 0

Like

1 comments

Hello, 

 

Unfortunately, such functionality is not yet implemented. There is no oob tool to change the homepage for all the users or specific user roles. 

Such task can be implemented only with a help of SQL queries that will change the HomePageID value for the users in the SysAdminUnit system table. 

 

Best regards,
Anastasiia

Show all comments

Hi all,

 

How to limit the list view to a certain number of records in the Freedom UI home page dashboards?

For example, is there a way for us to limit the list view to show the top 10 records based on the static conditions defined?

 

Thank you

Regards,

Geeviniy

Like 0

Like

1 comments

Greetings,
 

Unfortunately, it is not possible to do it by means of basic functionality.

We have registered an idea and forwarded it to our R&D team for further review.

Show all comments

Hi Everyone,

 

Please help me to find a way to add a custom date range filter option on the Home page. 
The exact requirement is to have a filter which is similar to the quick filters in the section dashboards.

Like 0

Like

1 comments

Hello,

 

As of now the quick filter functionality (or ability to apply a separate filter) is not yet available for the Home pages. We've registered a corresponding query for our responsible R&D team to consider implementing this functionality in future releases. 

Best regards,
Anastasiia 

Show all comments

Dear mates,

Here is two weeks i m looking for building a dynamic homepage for a custom section.

Context:

I created a marketing section which has a child object (a detail) for the emailing channel.

I would like to display on my homepage, a select from the emailing detail which, once selected, displays the list of opportunities and orders linked to the detail. On order and opportunity objects, a lookup has been added containing the id of the emailing detail.

Structure:

Desired Form:

 

is it possible to achieve this with the no code tools of Creatio ?

if yes, which home page should I select to be able to build this type of report ?

 

Thank you in advance !

Nicolas

 

 

Like 0

Like

1 comments

Hello Nicolas!

 

Please try setting up a business rule to show or hide page elements under specific conditions.

You can find more information on how to set up business rules in the Freedom UI pages in this article on the Creatio Academy:
https://academy.creatio.com/docs/user/nocode_platform/freedom_business_…

 

Best regards,
Kate

Show all comments

Hello!

We have incorrectly linked Datasource to Homepage. How is it possible to remove it?

Thank you!

Like 0

Like

0 comments
Show all comments

Hello!

 

As Homepages have options to add different components, is it possible to add differenct filters (e.g. by Year, by Owner and so on) to different Lists?

 

E.g. we have list of ordered and invoiced products. So, users should have options to filter these lists by predefined fields (Year, Owner)

Thank you for help!

Like 3

Like

1 comments

Hello,

 

Unfortunately, it is not possible to add an option to filter lists on a Homepage.

However, you specify data filtering conditions while setting up a chart as described in this article.

Best regards,

Yuliya Gritsenko

Show all comments

Hi Community,

 

In web application, we can set the default page after login by giving the default value in home page field in system users. I want to the same in mobile application, how we can set the default page after login in mobile application?

 

Like 0

Like

1 comments

Dear Fulgen, 

Unfortunately, there is no possibility to configure home page in mobile application using native tools or changing existing configuration. 
The only possible way to implement this functionality for now is to create your own mobile application using our source files. 

The responsible R&D team is already informed about this request so they will consider a possibility of creating functionality which would allow our users to configure home pages in their mobile apps. 

Kind regards,
Roman

Show all comments