Sales_Creatio | Community Creatio

21:19 Apr 10, 2025

Hello Community,

I need to store a snippet of HTML code (e.g., a button or formatted content) into a field of an object (e.g., a text or string field). Later, I want to render this HTML dynamically on a page at runtime.

What’s the best way to store the HTML safely and then render it so that it's interpreted as actual HTML (not plain text) in the UI?
Are there any security or encoding considerations I should keep in mind?

Thanks in advance!

6 comments

Ryan Farley

22:05 Apr 10, 2025

An easy no code way would be to bind the value to a read-only Rich Text control on the page. It will display the HTML as HTML.

Otherwise, you'd have to create your own custom control for it.

Ajay

07:11 Apr 11, 2025

Ryan Farley,

Thanks for the suggestion! I am looking for custom control.

Is there any reference or example available to create custom control.

Iryna Oriyenko

12:46 Apr 11, 2025

Hello Ajay,

Here is the article that contains the explanation and example of how to create custom control

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/8.1/front-end-development/classic-ui/controls/examples/add-a-control-to-a-record-page

Also inside your custom control implementation you can add HTML value validation and remove any script elements to provide the level of security.

souresh khandelwal

13:02 Apr 11, 2025

Hi Iryna,

Is above link, you provided, applied for Freedom UI module?

Iryna Oriyenko

14:56 Apr 11, 2025

The information and example for Freedom UI you can find here:

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

Ryan Farley

18:21 Apr 11, 2025

This simple example of an IFRAME control could easily be adapted to simple output a div containing the custom HTML instead, plus you'd just bind the column containing the HTML to the control. https://customerfx.com/article/embedding-an-iframe-on-a-creatio-freedom-ui-page/

A full component would likely be a better route, but this simpler option coudl still get the job done.

Ryan

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Sales_Creatio

Notification for Feed Record

Rob Watson

20:15 Apr 08, 2025

Does anyone know what value goes in the screenshot below for Unique Caption ID, when adding a notification record for a feed (record)? I have tried the Feed Channel ID but the link does not take the user to the record (nor does the ID of message). Many thanks

2 comments

Julio.Falcon_Nodos

01:35 Apr 09, 2025

Rob,

WHat you need is to add a feed message connected in an specific section?

Rob Watson

10:13 Apr 09, 2025

Julio.Falcon_Nodos,

Hi Julio,

So I have created the feed message in the Feed Section but I want to notify all users when a new one is posted. I am unable to select Feed Channel in the Object so I selected Message/comment which at least allows for the notification to be sent and received by the users. I then want the users to be able to click on notification so it takes them to the Feed Channel but using the channel ID does not work, so i am not sure what needs to go in here. I don' think there is an automatic way to tag all users in on a new feed, which is why i have tried a notification

thanks

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How do I render custom HTML and JS inside a Freedom UI component?

Ajay

17:30 Apr 07, 2025

Hi Community,

I'm working with Creatio Freedom UI and I need to embed a custom HTML layout along with some JavaScript logic (e.g., loading an external widget) into a page.

I’m looking for a proper way to add both:

Custom HTML code,

.......

</head>
<body>
    <div style="width: 100%;">
        <div id="xyz1"></div>
        <div id="xyz2">
            <div style="width: 100%;">
                <div id="queryBox" style="width: 100%;"></div>
            </div>
        <div id="xyz3"></div>
        </div>
    </div>
</body>
</html>
External or inline JavaScript code (e.g., via <script> tags)

I've tried using custom components and inserting HTML using JavaScript (e.g., innerHTML), but I'm unsure if this is the recommended approach or if there's a native method provided by Creatio.

Could someone please guide me on:

The best practice for injecting HTML/JS into Freedom UI pages
Whether I can safely reference external JS/CSS (like from a CDN)
Any Creatio-supported way to dynamically render and control such elements

Thanks in advance!
Any documentation links or working examples would be really helpful.

Regards,

Ajay Kuthe

1 comments

Best reply

Ryan Farley

17:48 Apr 07, 2025

Creatio does allow you to create your own custom UI components that you can add to the UI and even handle requests, read data, bind properties, etc. Documentation here on creating custom components: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/category/freedom-ui-component

Video tutorial here: https://www.youtube.com/watch?v=CE5uETqTsyQ&list=PLnolcTT5TeE2BMFf_XmJrSwpnbcLCLJkb

A simple approach (with limited capabilities compared to creating a full control) can be seen here: https://customerfx.com/article/embedding-an-iframe-on-a-creatio-freedom-ui-page/ (you could use this approach to render any HTML, not just an IFRAME as the article shows)

Ryan

Ryan Farley

17:48 Apr 07, 2025

Video tutorial here: https://www.youtube.com/watch?v=CE5uETqTsyQ&list=PLnolcTT5TeE2BMFf_XmJrSwpnbcLCLJkb

Ryan

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Sales_Creatio

Feed Notification to all users

Rob Watson

17:02 Apr 04, 2025

I have a business process which automatically creates a new feed record within a specific channel and I want to notify ALL users every time this is done. From what I can see the add notification only allows to send to one contact?

2 comments

Best reply

Rob Watson

18:58 Apr 07, 2025

could not find a way to do this so just created a business process that basically just looped round and sent one at a time to each contact. Not ideal if you have lots of users but worked ok with the number I had

Rob Watson

18:58 Apr 07, 2025

Antonii Viazovskyi

17:49 Apr 09, 2025

Hello,

Unfortunately, this type of process cannot be implemented using out-of-the-box tools. It requires additional development effort. To achieve the desired functionality, you would need to use a Script Task element within the business process and implement custom code that sends notifications to all users.

Please note that the development team already has a task to enhance and expand this functionality in future releases. However, as this feature is still in the development and testing phase, we are currently unable to provide an estimated timeline for its availability.

Best regards,
Antonii.

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Display forecast data on a page (example account)

LÉZORAY Nicolas

13:33 Apr 04, 2025

Dear,
I made a forecast on the products ordered by customers in order to obtain the total quantities per product ordered over several years and by year.
Now I would like to display this data on the account page as a table filtered by account.
Is it possible to access the forecast tables and display filtered data (by account) ?

Thank you,
Nicolas

1 comments

Alina Yakovlieva

19:24 Apr 08, 2025

Dear Nicolas,

You can implement this logic in Freedom UI pages using "Apply filter by page data".

Below, you can see an example of this binding using "Case Lifecycle" list as an example:

Here is a link on how to set this up: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/element-setup-examples/components/set-up-list-components#title-2761-2

I hope this helps. Have a great day!

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Package in installed application

Sara Olguin

18:18 Apr 01, 2025

Hello,

Could I get some help understanding or directing me to an article that thoroughly explains the lookup titled "Package in installed application?"

What does the "Primary" check box do? What does the "Current package" check box do?

Can a package be named in more than one row, aka, more than one application?

I cannot locate an academy article explaining this function.

1 comments

Gareth Osler

18:57 Apr 01, 2025

Check out this article:

Store app data | Creatio Academy

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15:30 Mar 28, 2025

Dear,

On freedom, we can't delete feeds that aren't ours, even if we're an administrator.
Can we change this behaviour?
Administrators should be able to delete feeds even if they're not their own.
Is this possible?

Thank you!

Nicolas

1 comments

Valeriia Hromova

17:33 Mar 28, 2025

Hello!

Unfortunately, by default, this functionality cannot be implemented due to the core logic of the application’s configuration.

When working with the Feed tab, you are interacting with a system object governed by predefined rules. According to these rules, only the user who created the post (the Owner) has the ability to delete (Remove) or edit (Edit) it, just like with other system objects.

However, we have forwarded your suggestion to our development team for review, and they will explore the possibility of implementing such a feature in future releases.

Thank you for helping us improve Creatio!

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Feeds do not appear automatically

LÉZORAY Nicolas

15:22 Mar 28, 2025

Dear,

On our development environment, when I add a feed to a page, for example on the account page, the feed automatically appears on the Feed tab of another user connected to the environment.
However, in production the feed doesn't appear, I have to exit the account page and reopen it to see the feed.
How can I get the feed to appear automatically in production?

Thank you !

Nicolas

2 comments

Pavlo Sokil

10:39 Apr 01, 2025

Hello,

Live date update is only available on Freedom UI feed pages, and it works based on a web socket connection.

We recommend that you make sure that both sites use the Freedom UI account page.

And also make sure that web sockets are configured correctly for the production site.

More information can be found in the article on our academy.

If everything is configured correctly, but the feed does not update automatically without refreshing the page, we recommend contacting our support team - support@creatio.com

Thank you for contacting us!

LÉZORAY Nicolas

15:12 Apr 01, 2025

Hello Pvalo,
I didn't explain my problem well.
On our production environment, if two users are logged in to the same Account page in Classic UI, then if a feed is posted on one page, it automatically appears on the other user's page.
If both users are on Freedom, you must reload the Account page to see the posted feed.

But on our DEV environment, it works in both cases, feeds always appears automatically.
Do I have a configuration problem or is this the normal way of working?

Thank you !

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11:05 Mar 27, 2025

Good day,
Are there any plans to add built-in excel reporting feature to creatio? Using the marketplace addon "Excel reports builder for Creatio" doesnt support all the features our users require, some native solution would be great. Could you please share if there are any plans moving in this direction?

1 comments

Valeriia Hromova

11:20 Mar 27, 2025

Hello,

Unfortunately, at the moment, there is no such feature as you described.

We've registered this idea in our R&D team backlog for consideration and implementation in future application releases. Thank you for helping us to improve our product.

Have a nice day!