We are currently in the process of setting up UTM Parametes and have successfully configured UTM parameters in the lead channel, lead source, and lead source URL lookup in Creatio. However, we are still facing issues with tracking leads effectively.

Could you kindly assist us by reviewing our current configuration to ensure that everything is set up correctly? We would greatly appreciate your support in making sure that lead tracking is working as expected.

What is the best way to stop a detail record from being created once the status of a field in the parent object is not a certain value. Example - Stop 'Order Line' from being created when the 'Order' status is not 'Draft'

Hello Community, 

We have a button in Freedom UI that calls a Business Process.

We want this button to be disabled at least for several seconds, till the process is completed. Clicking the button again, while the BP is still running might bring several issues to our logic.

(Printscreen: Button calling BP)

How can this be achieved?

Regards,Sasor

Dear,

We are currently moving from classicUI to freedomUI and I m not able to do a simple filter on a lookup.

I want to filter a contact lookup of the account page. I only want to display the account contacts.

So in the account page business rules i did :

But the lookup is not filter

What do i miss ?

Is it because there is no condition ?

Thank you in advance,

Nicolas

Dear,

In my Opportunity Product Interest, i would like to set the price if the product is selected.

But in the business rules, i can only set a constant value for the Price.

any idea how to access product data ?

my mini page is in the custom package :

So how can i access to the selected product values in the mini page ?

Hello !

We are currently migrating from Classic UI to Freedom UI.

Some Classic pages will be accessible from the Freedom interface, such as opportunities.

So the Opportunity Page is in classic mode even if the user shell is freedom.

If the user is logged in to Classic UI, adding a product opens a specific page:

When the user click on the add product button, this opens the opportunity specific product page :

but if the user is logged in under Freedom, this opens a modal:

So the behavior is not the same...

Here is my detail configuration:

why is Freedom opening a modal on the classic page ?

how can i correct this behavior ?

Thank you !!

Nicolas

Dear,

I have add a button on the contact page in order to create an opportunity :

When you click on "Créer une opportunité" it launch a process which open a preconfigured page, the user select the "Besoin client" and then click save. Next i'd like to open the new record.

So in my process :

the opportunity page opens but it closes automatically.

how to keep the page open?

Thank you !
Nicolas

Hello community,

Could anybody clarify when I'm updating record using Odata EntityDataService.svc, will business logic be applied to the record after update if it is set up on update trigger?

For example, if one set up rights sharing with respect to owner of the record, will owner's update via Odata force the rights sharing?

Hi all,

When adding an aggregated field to a filter, some of the field names are missing from the 'by column' expression.
 

Example: This should state 'File and link of invoice (by column Contact)'

I believe this started following a package being migrated to the production system. The same error was not occurring in the dev system.

Is there a way to set these fields manually or a way of forcing the system to regenerate them?

I am trying to add a filter on the lookup owner based on the account field, but the filter is not working. Does anyone have an idea why?

Thanks!

handlers: /**SCHEMA_HANDLERS*/[
        {
            request: "crt.LoadDataRequest",
            handler: async (request, next) => {
                // filter the contact lookup for the account
                             
                if(request.dataSourceName !== "LookupAttribute_85sj3qr_List_DS") {
                    return await next?.handle(request);
                }
         
                // get the account                  
                const account = await request.$context.Parameter_q8l08xk;
                if (account) {
                    const filter = new sdk.FilterGroup();
                    await filter.addSchemaColumnFilterWithParameter(sdk.ComparisonType.Equal, "Account", account.value);
         
                    
                    const newFilter = Object.assign({}, filter);
                    newFilter.items = filter.items;
         
                    request.parameters.push({
                        type: "filter",
                        value: newFilter
                    });
                }
                             
                return await next?.handle(request);
            }
        }
            
        ]/**SCHEMA_HANDLERS*/,