Hello, I just have a question about how to make a list on a form page editable when it hits a certain stage. I'm trying to make the associated list on the form, read-only for all statuses except the stage 'In Progress'. I tried to make the list read-only via a business rule, but it does not allow me to add the list in Read-Only. Is there a way make the list read-only via no-code or some easier solution?

 

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The out of the box rules don't work with lists in this way currently. I've not tried this approach with a list yet, but I believe your only option would be to use an attribute bound to the List's editable property and then set that attribute to true/false based on the record's stage.

First, see how to use attributes here: https://customerfx.com/article/using-custom-attributes-on-a-creatio-fre…

The list has a block that looks like this (in this case assuming the attribute is named "IsCensusListEnabled": 

"features": {
	"editable": {
		"enable": false,
		"itemsCreation": false
	}
}

You'd bind your attribute to the editable.enable property

"features": {
	"editable": {
		"enable": "$IsCensusListEnabled",
		"itemsCreation": false
	}
}

Then on a change event for the stage, you'd set that attribute to true/false. See how to listen for changes to the stage here (note, don't include the check for request.silent so it triggers when the page loads also): https://customerfx.com/article/responding-to-an-event-when-a-field-is-changed-on-a-creatio-freedom-ui-page/

Again, I've not tried this approach with a list, but will hopefully work.

Ryan

Another approach would be to have two lists on the page, both set up identical, one editable and the other not editable. Then show and hide those based on the stage. That would be pretty simple to set up and with no code.

Ryan

 

Hello,
 

Ryan's recommendations are indeed helpful and will assist you in implementing your task.
 

On our side, I would like to inform you that we have created a task to implement the ability to configure such business rules in future product releases. 

Best regards,
Pavlo!

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I need to change the Delete functionality on a list, to be a logical deletion instead of a physical deletion. 

Is that possible? 

Could I use a Business Process to cancel the delete process and mark the row as "deleted" ?

Thanks in advance,

Ignacio.

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Hello Ignacio,

Unfortunately, it's not clear what you mean by logical deletion, could you please describe the task in more detail?

Sure. I want to add a column called "IsDeleted" or "Deleted" that is marked to true when the record was deleted by a user. Then another process with process that deletion and do the physical deletion.

 

Hello,

When you initiate the deletion of a record, it will be permanently removed from the system, and this is a fundamental logic that cannot be changed.

However, you can add a logical field at the record level, for example, "IsDeleted", and instead of deletion, users can utilize this field. Then, configure a business process with a "delete data" element: 
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/pr…

This element will handle the deletion of such records.

Thank you for reaching out!

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Hello,

I have a use case where I need to make every field in every section of a mobile application read-only for every user in freedom UI. How can we accomplish it?

 

Thanks in advance!

 

Regards,

Yasaswini

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Hello,

 

Column settings in the section wizard are not transferred to the mobile application, same as business rules. You can only make a field read-only via development.

A detailed description can be found at the Academy, property "ReadOnly":

https://academy.creatio.com/docs/developer/mobile_development/customiza…



It is not yet possible to do this using oob tools. 

The developers have a task to simplify this process for users, we have fixed your case to the task in order to raise its priority.

First of all, you need to add a module to add the customizations to. You can see how to do that here: https://customerfx.com/article/creating-modules-for-the-creatio-mobile-…

Then, you can add the following to the module, in this example I've made a module for the account edit page and this will make the Type field read only.

Terrasoft.sdk.RecordPage.configureColumn("Account", "primaryColumnSet", "Type", {
    readOnly: true
});

Ryan

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