Hi everyone,

 

Is there a way to display the "add next steps" button/functionality for each record in the list view, so that you can add a task to that record with the pre-filled values without opening that record? 

 

Thanks, Timea

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Hello,

I have discussed this request with the Product Owner.
As for now, there is no such functionality.

We have already registered the idea for our R&D team to implement this functionality in further releases.

Thank you for this suggestion, this helps to make our product better!

Love the idea

Hello,

I have discussed this request with the Product Owner.
As for now, there is no such functionality.

We have already registered the idea for our R&D team to implement this functionality in further releases.

Thank you for this suggestion, this helps to make our product better!

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Hi everyone,

 

is it possible to sort the list by two values? For example I want to sort my list first by the Account and the by the Opportunity Name, because I have multiple opportunities for one Account, and I would like to see which are these. 

 

Thanks, Timea

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Hello,
 

Unfortunately, such a feature is not available.

However, you can set a filter to display records only for a specific Account and then set a filter for opportunities.
 

We have also registered your request with our development team to explore the mechanisms of implementing such a feature.
 

Thank you for reaching out!

Hello, we create a field that is calculated as Account name + Opportunity name. So, if user filters by it, they get needed sorting (hardcoded one). Besides, this field can be set as primary displayed field

Kind regards,

Vladimir

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Hello!

I want to include contacts from my opportunity in the opportunity list view. As i can add multiple contacts into an opportunity team, I checked for the right detail and found the object "Contact in opportunity" which has a contact column/field.

When trying to add this into my opportunity view, I'm only presented with a few fields (see screenshot). How to add all the opportunity team into my opportunity view (or at least the main contact)?

Thanks for your help

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Hello,

Unfortunately, it is currently not possible to display such a column on the page. Because you are trying to display a one-to-many relationship, which is not currently supported in the list.
Since you want to display a value from a detail, and there may be many records stored on the detail, the system will not be able to display the names of all records from the "Contact in opportunity" field in the list.

However, a task has already been registered in our R&D team to consider and implement such a feature in future releases. In case you would like to check  what stage this task is at, I am sending you the task number: PR-882. Feel free to share this number with us at any time and ask your questions.

Hello,

Unfortunately, it is currently not possible to display such a column on the page. Because you are trying to display a one-to-many relationship, which is not currently supported in the list.
Since you want to display a value from a detail, and there may be many records stored on the detail, the system will not be able to display the names of all records from the "Contact in opportunity" field in the list.

However, a task has already been registered in our R&D team to consider and implement such a feature in future releases. In case you would like to check  what stage this task is at, I am sending you the task number: PR-882. Feel free to share this number with us at any time and ask your questions.

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Hello Everyone,

How can we add background color to a specific field in Record list. Please refer to the Screenshot i have attached. I want that status should change color as the value is also changes . ex. Status = Passed , then color should be green. if status = Failed then color should be Red. Please advise .

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Weird, I had responded to this before, but now my response is gone. Anyway, I rewrote my response in an article showing how to do this for a Freedom UI list here: https://customerfx.com/article/adding-color-to-column-values-in-creatio…

Ryan

Weird, I had responded to this before, but now my response is gone. Anyway, I rewrote my response in an article showing how to do this for a Freedom UI list here: https://customerfx.com/article/adding-color-to-column-values-in-creatio…

Ryan

Ryan Farley,

 

Thanks Ryan 

 

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Hello all!

 

I try to get a list of all synchronized emails in creatio (for searching, grouping etc.). The standard activity-section doesn't display emails it seems (https://community.creatio.com/questions/email-type-activities-section).

 

How can I setup a (new) list view to display all email activities or how can i modify the filter in the activities view to also contain all emails?

 

Thanks,

 Christian

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Hello Christian,

 

You can check this add-on https://marketplace.creatio.com/app/mailbox-section-creatio.

 

BR,

Jelena

Jelena Nikcevic,

Thank you!

 

I installed the addon but adding it to my workplace does not work. the section disappears instantly after adding.

Hello Christian, 

 

According to the basic logic of the Activity section, it doesn't contain activities with a  type "email" and "call" in order to not overload activity section with tons of emails/calls.
In case you need to check only one particular email or a few of them, you may simply find this email in the Communication panel.
Also, you may apply changes to the emails with a help of custom business processes or directly in DB. 

Alternatively, as mentioned by Jelena, you can use a corresponding marketplace add-on, that lets you manage emails in the pre-configured Mailbox section.

If the installation of the add-on was successful, please try to re-login to the site, clear your browser cache and add the section to a workplace once again. 

Best regards,
Anastasiia

Anastasiia Zhuravel,

Yes, I know that the activities section doesn't display emails, that is my original problem.

I also know the communication panel but searching for particular information in emails is still not easy (and I have installed the addon available for searching emails already).

 

Installation of the mentioned addon was successfull, I always test afterwards in privacy mode so still no success.

 

Best regards,

 Christian

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Hi Community,

I have created a database view, joining tables which altogether include more than 10000 records.

However when creating a Dashboard (List View) with this View, I can not scroll down through all the records (although all the records are there). Any idea why this happens ?

Best regards,

Sasori

 

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Hello Sasori,
 

We need more information to analyze your problem.

Please contact our technical support team (support@creatio.com)

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Hi Team,

We would like to change the alignment of few of the heading/values in the list view from “centre” alignment to right alignment in the dashbaord.

 

As shown in the screenshot, we want the Quantity [heading] and values to be right aligned rather than centre aligned. Is it possible to change the alignment in the dashboard or any coding needs to be done

 

Thanks in advance!

Regards,

Mayan

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Hello Amritha,

 

I've discussed your question with our R&D team.
 

Unfortunately, there are no basic tools to configure alignment in the pivot table for now.
 

I've registered the idea for our R&D team to implement this functionality in further releases.

 

Thank you for helping us to improve our product. 

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I have problem about filter. How add filter in list creatio?

So that you understand what I mean, I've included the picture below

and the filter I mean is like this

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Hello Muhamad,

 

Your business task could be achieved by development tools.

Please refer to this article.

Best regards,
Bogdan

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Hi,

 

In a similar way than with inactive cases, in the lists, it would be great to be able to hide "inactive" opportunities and leads.

Such as closed lost and closed won opportunities for example. This would improve the sales user experience of choosing to see all opps or only active opps and leads  to work on in the list view, rather than having to constantly having to go though ongoing and closed opportunities/leads.

Cheers,

Damien

 

1 comments

Hello Damien,
 

Thank you so much for your idea. We've registered it in our R&D team backlog for consideration and implementation in future application releases.

Thank you for helping us to improve our product.

Best regards,
Bogdan

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Is there a way to show the products that are connected to a lead in the lead's list view? Same for opportunities and their products.

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Hi Christian!

 

Unfortunately, it is not possible since the products detail may contain several records, and the application cannot display several rows in one column in the section list. We will create a suggestion to our R&D team so to make it possible in future versions, but currently, it requires complete core logic modification.

 

Thank you for this suggestion and for helping us improve our application!

 

If you only want a set amount of records to be displayed in the list, for example, just one, you can add a field to the Lead page and fill it in with the product needed. Then add that new field to the list view in the section.

 

Best regards,

Max.

Support assisted me in creating a business process that iterated through the connected products and concatenate the data found into one text field in my lead which I can display in the list view.

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