Hello,

You can disable the feature: DisableSaveToProfileSelectedTabIndex, which is responsible for opening the last tab when entering the page, but if you disable it, the first tab should be opened when entering the page, not the last one that was opened.

Best regards,
Malika

Hello, Malika
Thank you for your response. Could you please tell me more about how I can do the solution you have suggested? I tried to change the code of cliend module, but didn't work as expected. 

Malika,

I am using freedom ui pages

Zulaykho,

You don't need to change anything in the code, you can disable the feature through the system UI. To do this, use the link: https://mycreatio.com/0/Flags, but instead of "mycreatio", it should be the name of your site. 

More detailed instructions: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/interface-control-tools/existing-feature/overview
 

When you go to the features section, you will need to search for DisableSaveToProfileSelectedTabIndex, open the record, and uncheck "enable" checkbox.

Malika,

Thank you a lot Malika, for your response.
But it is already unchecked, what can i do ?

And also, when the filter is cleaerd the list should again be empty as there is no filter applied

Zulaykho,

Clear the list isn't an easy task and needs a development team to be involved. Instead, you can prevent the list load by showing the Error message to the customer:

{
	request: "crt.SearchFilterColumnsGroupsRequest",
	handler: async (request, next) => {
		const searchValueLenIsZero = request?.value?.length == 0;
		const isEmptySearchValue = request?.value?.trim().length == 0;
		if (searchValueLenIsZero || isEmptySearchValue) {
			Terrasoft.showErrorMessage("There is no filter");
               } else {
                 await next?.handle(request);
               }
	}
}

Best regards,

Anhelina!

Anhelina,

Thank you a lot for your response! 

In order to add a gmail account you need to create an app specific password (which means you'll also need 2 factor authentication enabled in gmail also). Then, when adding the gmail account in Creatio you'll provide the app specific password instead of your real one. See https://support.google.com/mail/answer/185833?hl=en

Ryan

Hi Ryan

Despite already using an app-specific password, I'm still encountering errors when trying to integrate Gmail with Creatio. What steps should I take to resolve this issue?

Hello,

Thank you for your question. We are asking you to kindly elaborate more on the issue. A brief step-by-step instruction would be much appreciated.

Best regards,

Anastasiia

Hi,

You need to set the value for the "type" column using a client-side code and this.set method. This should be added to the "Owner" attribute modification handler method (the handler example was provided in this post for example).

Best regards,

Oscar

You can see an article on how to wire up change events on the page here: https://customerfx.com/article/triggering-an-event-when-a-field-is-chan…

As far as setting the value of the Type lookup, a lookup needs an object with two properties to display properly, (1) a value property (the Id of the lookup item) and (2) displayValue (the text of the lookup item). You'd set it like this: 

this.set("Type", {
    value: theIdOfTheTypeItem,
    displayValue: theTextOfTheTypeItem
});

This article on getting started with client side code for Creatio might help https://customerfx.com/article/getting-started-with-writing-code-for-bp…

Ryan

Hello Angel,



It is difficult to give an exact answer, but you can try the following approach.



Try to add a search for similar leads to the process of creating leads from the business process.



You can add conditional flows that will check duplicates in the system under certain conditions and direct the process to the appropriate branch.



Best regards,

Bogdan

Bogdan,

 yes we have planned to use conditional flows to check the lead email Id if it is same merge the records or kept them as it is. Thank you Bogdan