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operation

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Add like in Classic UI Dashboards permisions to normal users to edit some HomePages (Freedom UI Dashboards)

Julio.Falcon_Nodos

15:56 Jun 28, 2024

Dear colleagues

To enable normal users to edit some specific HomePage (Dashboards) in Freedom UI, we need to grant permission to CanManageSolution Operation Permission, but this Operation permission grants permission also to:

* ALL Homepages
* Edit Page Schemas
* other schemas

And this could be a risk to app implementation to give this kind of "power" to some users.

What I'm proposing is to add, link in Classic UI dashboards, permission to some users just to some dashboards/homepages.

Are you agree with me?

Thanks

Julio Falcón

Do you like this idea?

1 comments

Ryan Farley

20:29 Jun 28, 2024

Hi Julio,

The roadmap does show that there will be the ability for regular users to add dashboard widgets coming soon in Q3 2024. It sounds like it will be a new control type that you can add to a page that allows regular users to be able to add/remove/modify widgets in the same way as they could with classic dashboards.

Ryan

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Question

DEFAULT LOGON PAGE : HOMEPAGE VS DESKTOP

Abderrahman Tigami

17:24 May 30, 2024

Hello Community ,

how can we configure the home page as the default login instead of the Desktop page , as well as the workspace?

Thanks

1 comments

Malika

20:09 May 30, 2024

Hello,

Unfortunately, we do not currently have the option to specify a default Home page for all new users. As for now, you can only set a section (Dashboards, Contacts, Accounts, etc.) as the default value for the user. You can view this post: https://community.creatio.com/questions/default-page-login

However, we have registered it in our R&D team backlog for consideration and implementation in future application releases.

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Question

Homepage data filtration

Vladimir Sokolov

09:31 Feb 21, 2024

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?

2 comments

Alina Yakovlieva

19:33 Feb 21, 2024

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!

Vladimir Sokolov

14:17 Feb 22, 2024

Alina Yakovlieva,

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

And pivot tables?

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Question

FreedomUI

homepage

Sales_Creatio_enterprise_edition

8.0

How do you set the default Home Page for user groups/all users in Freedom UI?

Harvey Adcock

11:10 Nov 23, 2023

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.

1 comments

Anastasiia Zhuravel

15:29 Nov 25, 2023

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

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Question

How to limit section's list view in the Freedom UI homepage dashboards

Geeviniy Vazavan

09:21 Oct 19, 2023

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

1 comments

Mykhailo Zeleniuk

16:09 Oct 27, 2023

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.

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Question

How to have a date range filter in Home Page?

Champi Chandrasiri

15:34 Jun 09, 2023

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.

1 comments

Anastasiia Zhuravel

16:55 Jun 12, 2023

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

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Question

Create a dynamic homepage to get childs objects results

LÉZORAY Nicolas

10:57 Mar 03, 2023

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

1 comments

Kate Karpik

21:59 Mar 03, 2023

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

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Question

homepage

Sales_Creatio

8.0

How to remove Datasource from Homepage?

Vladimir Sokolov

16:53 Feb 14, 2023

Hello!

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

Thank you!

0 comments

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Question

homepage

Sales_Creatio

8.0

Filter Lists on Homepage by Owner

Vladimir Sokolov

18:16 Feb 07, 2023

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!

1 comments

Yuliya Gritsenko

15:58 Feb 09, 2023

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

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Question

homepage

mobile application

7.15

Set the default homepage in mobile application

Fulgen Ninofranco

14:28 Mar 05, 2020

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?

1 comments

Roman Brown

09:30 Mar 13, 2020

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

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