Is it possible to intercept using some request handler the event when a user clicks on the green "Complete" button on a Next Steps tile? This is the button in the "next-step-tile-actions" div on the page which only appears when you hover over the next step tile:
It would be vey helpful to be able to run some custom code when this button is clicked - in our case, we need it to save the main page record before actioning this next step, as completing the next step might automatically transition the Lead to the next stage, losing any data entered by the user.
Also tried "brute forcing" it by overriding every handler I could find in the Creatio code, but literally nothing fires when clicking that button! Not even something like the page's crt.HandleViewModelPauseRequest (since it's a modal popup, I guess the full page doesn't actually pause like it would when navigating to a another page through clicking a lookup for example). Hopefully I've missed something, triggering some action on clicking that button would be useful.
Unfortunately, at the moment, there is no way to intercept the event of clicking on the Next-steps tile buttons. This button can call different requests depending on the type of tile, and these requests are called without the view model context, which will not allow us to intercept them from the card and use them to save card data.
We have registered your idea, and the R&D team has already planned the task for this improvement - they will create a special output event for the Next-steps component. This functionality will be available in future releases.
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?
is there any possibility to prefill some of the data when I would like to add a new "next step task" for the account or for the opportunity? I mean, I would like to add a new task, and I don't want to search for the exact opportunity name, if I do it from the opportunity page.
Unfortunately, it is not yet possible to add the option of adding Emails, Calls, and Messages records via clicking on Next Step. Alternatively, you can try to perform such an action through customization in the Freedom UI designer. Add menu items to the + Next Step button and customize the opening of pages for different types of activities.
However, we have forwarded your idea to the responsible R&D team to add this functionality in future releases. Thank you for helping us to improve our product.
Is it possible within Freedom UI to trigger a refresh of the Timeline/Feed/Next Steps components using JS? We seem to have an issue where the "Enable live data update" option does not seem to be working in Creatio CRM 8.1 for our Activities on certain pages, and while we've raised a support request for this, we were trying to find a workaround by manually updating the components from code for a specific use case, but we can't see what the data source is called for these types of components. Does anybody know what it would be? I presume refreshing the PDS would refresh them, but this seems heavy handed and might end up with data being lost on the main form page while the data actually being refreshed is just a child entity, so I would expect it to have its own data source.
In Freedom UI Pages, the structure of the page is different and along with this a new way to refresh anything on the page. In this article you can find the way to achieve your goal:
How can we find what the data source is for a component like a Timeline or Next Steps component though? The article suggests looking at the modelConfig elements in the page code, but none of these seem to relate to the timeline or timeline tiles. I expect there is some data source being created behind the scenes but finding out what it's called is the main problem for applying the theory of being able to reload anything on the page as is suggested.
