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

 

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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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I have created my favourite list view for Opportunities with relevant cloumns for my job.

 

Now I need an additional list view with different columns for a specific report.

 

Is it possible to have several list views ans switch between them?

 

Thanks!

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Hello Geir,



Unfortunately, there is no such functionality in our system. 



As a workaround, you can use the list and title views for your business task.



Best regards,

Bogdan

Hi Bogdan, thanks for quick reply. I am not quite sure what you mean?.

Can you explain?

Dear Geir,



You can set up two different views. One for list view and another one for the title view: 

 

Best regards,

Bogdan

That works! Thanks!!

 

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It would be a very helpful feature if we could update column values while we are in the list view for the records we have currently displayed.

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Dear Shailey,

 

Thank you so much for your idea. We had similar requests from multiple customers and our R&D team has in plains to implement the ability to update column values in the list view in future application releases.

 

Best regards,

Bogdan

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After custom section button processing in list view mode, I need to switch to analytics view, instead of returning and waiting for the user to click on the analytics view button.

Is it possible ?

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Best reply

Ricardo Bigio,

You can use the following code to change to the dashboard view in a section:

this.changeDataView(this.get("AnalyticsDataViewName"));

Ryan

Hello Ricardo,

 

Can you please provide us with more details regarding your request and the business task you are trying to achieve?

I suppose you have some custom section with records and after you open a record and click some button on the page, you want the system to open section Dashboards instead of the regular section record list, am I correct?

 

Thank you!

 

Best regards,

Bogdan S.

On the section page are the buttons "new", "actions" , and the ones that switch from list mode to analytic mode.

Besides them,  I have a custom button,  "I/S",  that triggers a business process (in order to build data that will be shown when the user switches to analytic mode) and returns to the section page. Upon return, the section page will be in list mode, as it was before. What I need is the code in the section button processing to return to the section page already in analytic mode, so that the user will not have to click on the analytic mode icon in order to view the data.

 

Ricardo Bigio,

You can use the following code to change to the dashboard view in a section:

this.changeDataView(this.get("AnalyticsDataViewName"));

Ryan

Perfect. Thanks !

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Hi,

I need to show colorized stage on listview of opportunity on the basis of opportunity's stage.

I know how to change css but this particular scenario is different.

 

Any help will be highly appreciable.

 

Regards

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Vladimir Sokolov,

Thank you for suggestion.

This way I already tried by code, its changing background color row wise but I need to change color/style for opportunity stage column only.

 

Regards

Muhammad Shajiuddin,

I think you can use a JQuey selector to get the grid column and then add a css class on it.



Similar solution was done to add a button in section list over here



Regards,

Dmytro

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Hi,

I need to show selection checkbox for each record onload of Customers list view (screenshot). Currently checkboxes are showing only after clicking on Actions > Select multiple records

Any help will be highly appreciable.

 

Regards

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Hi Muhammad,



You should call method setMultiSelect in the section on the init function:



 

define("ContactSectionV2", ["css!UsrContactSectionV2CSS"], function() {
	return {
		entitySchemaName: "Contact",
		attributes: {},
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/,
		methods: {
			init: function() {
				this.setMultiSelect();
				this.callParent(arguments);
			}
		}
	};
});

 

Dmytro Smishchenko,

Thank you for suggestion, I checked its working but there is a issue.

Issue: when I click on record the form is appeared, then I clicked on "Close" button and return to listview then checkboxes are not showing.

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