minipage | Community Creatio

11:56 Dec 15, 2023

Hello,

Is it possible to create mini page for 'view record' in Freedom UI?

We also have mix of Freedom-Classic now, but even if 'view record' mini-page is created for Classic page, it is not displayed in other places (probably because of Freedom page exists for that section already). Maybe it is possible to use Classic mini pages of Account/Contact even if Freedom page is created?

Kind regards,

Vladimir

1 comments

Mira Dmitruk

16:50 Dec 18, 2023

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.

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minipage

Sales_Creatio_enterprise_edition

8.0

Freedom UI: Open Form Page after Mini Page save event

Sasori Oshigaki

19:48 Oct 09, 2023

Hi Community,

The normal behaviour of a MiniPage in Freedom UI, is that after filling the data and saving, the Section List Page is opened.

We want that after the Clicking Save on the Mini Page, the created record (Form Page) opens.

How can this be acheived ?

Sasori

3 comments

Ryan Farley

20:30 Oct 09, 2023

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

Sasori Oshigaki

12:24 Oct 16, 2023

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

Harvey Adcock

09:55 Apr 25, 2024

Sasori Oshigaki,

It will either be this link if you want to open the standard edit page form for the entity, taking into account any rules you have in place for which form gets opened: https://customerfx.com/article/opening-an-edit-page-to-add-or-edit-a-record-via-code-in-a-creatio-freedom-ui-page/

Or this link if you want to be able to specify a particular edit page for the entity (i.e. if there are multiple edit pages and you want to open a specific one different from what would be opened based on the rules you set up for some reason): https://customerfx.com/article/opening-an-edit-page-to-add-or-edit-a-record-via-code-in-a-creatio-freedom-ui-page/

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minipage

Studio_Creatio

8.0

Save data Mini Page Buttom

Sean Zhong

21:32 Sep 07, 2023

Hi, we´re using a mini page to create requests but we are looking for a way to move from the mini page to the form page of the request. ive tried using two buttoms, one with the save data action and other with the "continue in next page" action but im having ussues with the page filtes on the form page. this could work if we save the record and the minipage stays open but it close after saving the record.

1 comments

Alina Yakovlieva

11:40 Sep 18, 2023

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

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Dynamic "mandatory" * on minipage

Damien Collot

11:57 Jul 11, 2023

Hi,

On our contact page we have business rules regulating the business & mobile phone.

If mobile phone not filled in, business phone is mandatory and vice versa.

On classic UI page, the mandatory " * " signal dynamically disappears when filling in the form.

This does not happen on the new Freedom UI minipage, in the picture here below, the * should have disappeared in front of mobile phone, as the business phone is filled in.

(It will properly save though, in terms of data, the business rules work).

1 comments

Kalymbet Anastasia

15:29 Jul 23, 2023

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.

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minipage

businessProcess

Freedom UI mini page in business process

Csilla Kiss

16:52 May 23, 2023

Hi,

I created a Mini Page in the Freedom UI, and I would like to open it with the 'Open edit page' element in a business process, but the mini page is not to be found in the dropdown for 'Which page to open?'. Is it not possible to open a mini page from a process?

Thank you in advance!

1 comments

Artem

19:13 May 23, 2023

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.

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minipage

8.0

Conditions for mini page

Yasaswini Indurthi

08:44 May 04, 2023

Hello community,

Can we have conditions for mini page for one particular edit page when we have multiple edit pages?

Thank you in advance

Yasaswini I

3 comments

Anastasiia Zhuravel

09:08 May 04, 2023

Hello,

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

Best regards,

Anastasiia

Yasaswini Indurthi

09:13 May 04, 2023

I need mini page for only Enterprise edit page.

Yasaswini I

Gleb

15:22 May 05, 2023

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.

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minipage

install package

Transferring a minicard

Roman

12:03 Feb 27, 2023

Hi!

How to add mini pages to the package? For further transfer between environments

3 comments

Ryan Farley

18:44 Feb 27, 2023

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

Roman

19:38 Feb 27, 2023

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.

Roman

16:15 Mar 16, 2023

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.

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API adress check, then choose from options

Pascal

14:51 Jan 31, 2023

I want to build an 'add' client wizard for our customer service to make it easy for them and also to prevent mistakes.

The first step would be to insert zipcode and housenumber, then it will make an API call to see how many adresses match these two parameter.

The list that is returned, if the list is > 1 it should show you the information from the array and make you able to choose 1 of the options.

If the list is 1 it should automatically pick the only available option.

I understand how to create the business process but combining this with a user interface is still difficult for me, is this even possible?

3 comments

Dmytro Vovchenko

11:52 Feb 07, 2023

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.

Pascal

10:44 Mar 14, 2023

The link somehow is broken now.

Kyrylo Iudin

11:11 Mar 14, 2023

Pascal,

Here you are - link

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Always open Mini Page when creating new records

Sasori Oshigaki

14:38 Dec 08, 2022

Hi team,

When i Create a new Activity of Category Visit:

The Edit Page opens

I want that when creating new records of Activity/ Category Visit the Mini Page always opens:

Thank you team,

Sasori

1 comments

Dmytro Vovchenko

17:38 Dec 22, 2022

Hello,

If you check in the section wizard you can see that mini pages are enabled for the activities, however, for the visit, it is blocked.

It's because for the visit you must fill in the visit rule option inside a module window.

But, when you click on the "New" button you won't see a visit rule selection or mini page, that is done on purpose because the system cannot open two module windows at the time. If you want to see a rule selection, disable the mini page in the section wizard.

If you want to open a mini page then you need to set a default business rule and then try to open a mini page.

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Freedom UI support for mini pages

Jeremy Couzens

20:07 Nov 09, 2022

I'm just getting started working with the new Freedom UI. One thing I'm not able to find any information on is if the new Freedom UI supports mini page popups. If not, is there a something that has been deemed a suitable replacement for that? If not, any plans on the roadmap to add support for this?

Thanks!

Jeremy

5 comments

Ihor Skohariev

13:57 Nov 16, 2022

Hello Jeremy,

Unfortunately, the support for mini pages for Freedom UI is not released yet. I created an idea for our developers to adopt this functionality in the future.

Thank you,

Igor

Andreia

12:02 May 17, 2023

Hello Ihor,

Can you tell me if support for the mini page is already available in version 8.0.6? I can't find any documentation about it.

Thank you,

Andreia

Anastasiia Zhuravel

13:13 May 18, 2023

Hello Andreia,

We expect this functionality to be available in 8.1.0 version of a system.

Best regards,

Anastasiia