I could not find the field on contact record for this so I created a lookup with record status (active/inactive or something similar) and then used the add filter business rule on the mini page to only display specific owners.

Hi, Clara Fioranzato! 

This field is implemented by development methods, so unfortunately you cannot change it with basic methods. 

But you can add this filtering condition by creating a replacement view model schema for the page. To do this, use the instructions below with an example of such a setting:  

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/classic-ui/record-page/field/examples/set-up-filtering-of-lookup-field-values 

We also recommend reading a similar post on our community where this topic has already been raised. 

https://community.creatio.com/questions/show-only-active-users-owner-activity-filed 

 

Best regards, 

Halyna!

Hello,

It depends on which column should be required here. One particular example: this method can be added to ActivityMiniPage:

save: function(callback, scope) {
				var opportunity = this.get("Opportunity");
				if (opportunity) {
					this.callParent(arguments);
				} else {
					Terrasoft.showInformation("Opportunity is required");
				}
			}

In this case saving of the mini page is not possible in case an opportunity is not connected to an activity and the information message will be shown on the page.

Hi Oleg,

Thank you, it works!

Hello,

At the moment, there is no possibiliy to set up a mini-page just for viewing records in the system. Currently you can create a mini-page for creating a new record and set up a mini-page for editing an exisiting record with the help of a business process.

We also do not plan to support mini pages for 7x (Classic UI) with the Shell enabled, as this functionality is already implemented and is available in Freedom UI (starting from version 8.0.8).

We recommend you to configure the needed section in Freedom UI and to set up the required mini page for creating a record there.

You can learn more about it in this Academy article.

To accomplish this you’ll need to add a handler for the save event, see https://customerfx.com/article/adding-code-to-the-save-event-of-a-creat…

Then in that handler you can open the edit page. See https://customerfx.com/article/adding-code-to-the-save-event-of-a-creat…

Ryan

Thank you very much for the very useful information Ryan.

You have provided the same link both times.

Did you intend to insert a separate link for the handler that opens the Edit Page ?

Sasori

Dear Sean,

The following button was added in 8.0.10. This button will help to you to move from mini page form to form page quickly.

Regarding the mini pages closing after the data was added. This is the basic logic of mini pages, they were created to collect quick information, add it to the record and close.

If you want the page to stay open, please consider other options, like adding data directly on the record. 

Best regards,

Creatio Support Team

Hello,

Thank you for sharing this information with us. We have created a task to have the responsible R&D team address this behavior in future releases.

Good day,

Thank you for your question.

Unfortunately, there is no such functionality for your task currently present in the OOTB application of Creatio.

Currently, you can achieve such a thing only by means of development.

Thank you.

Hello, 

Could you please elaborate a bit on your task or provide us with a screenshot of what should be implemented?



Best regards,

Anastasiia

I need mini page for only Enterprise edit page. 



Yasaswini I

Yasaswini Indurthi,

there is only relation between the mini page and the whole section page, so, unfortunately, there is no possibility to create separate miini cards for every edit page of the section.

As a result - there can only be one mini page for the section.

Regards,

Gleb.

As long as the package you want this to go into is the current package when you use the Section Wizard to create the mini pages, it will go into that package. You should see the mini page client schemas in the package. 

Ryan

Ryan Farley,

Yes, that's right. But when I install the package, these checkboxes are missing. Because of this, it seems that this action must be somehow fixed in the package.

The settings for using the mini-page are stored in the data of the "SysModuleEdit_SysModuleEditManager" type and are displayed in the "Mini page modes" column.

Hi, take a look at this article, I believe that there you can find a piece of useful information. It is written for the Freedom UI page, however, in earlier versions, you can just use XMLHttpRequest for sending the request, wait for a response, and process it.

The link somehow is broken now.

Pascal,

Here you are - link