You don't need a local system to add it. See https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/front-end-development/freedom-ui/remote-module/implement-a-remote-module/overview#title-3971-11

Also, you could use a clio workspace as well. Video tutorial here: https://www.youtube.com/watch?v=CE5uETqTsyQ&list=PLnolcTT5TeE2BMFf_XmJrSwpnbcLCLJkb

I've also tried this method but when the report prints the field is empty. I'm on version 8.2.3.   https://academy.creatio.com/docs/developer/application_components/reports/ms_word/overview#title-1371-3 

Version 8+ documentation looks similar in structure, it just has less information for the setup https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/freedom-ui/ms-word/references/basic-macros

Regard,

Michael

Michael Lim,

For the Date macro, it needs to be [#Date#], not [#DATE#]

Ryan Farley,

Thank you Ryan. I got the formatting to using Created on[#Date|MM/dd/yyyy#]

Hello,

Can you please specify how exactly do you want to put customers and accounts in a specified group?

Hey @malika, the plan is to create  a separate section in our database for the our accounts that need to be managed by this role

You can add a property rowDoubleClick with an empty object to remove the ability to open the record by double clicking on a row: 

{
   "operation": "merge",
   "name": "TheListNameHere",
   "values": {
      "rowDoubleClick": {}
   }
}

Ryan

Hello,

This is a known issue related to base64-encoded images. 

They aren't supported in most web email clients (including Gmail) and are completely blocked in Outlook. Apple Mail is one of the few clients that does support them. Such emails also influence the site's performance, as the email size becomes larger if it contains base64 images. 

We have a few recommendations for you on how to avoid this behavior: 

1. Increase the system setting (create it if it doesn't exist) for LargeSizeEmailValue and LargeSizeEmailValueInFreedomUI. 

2. Enable LargeEmailsInTimeline.DisableEmailPreviewLoader feature. 

Please, consider replacing base64-encoded images with others, to improve the overall performance value of your emails. 

Best regards,
Ivan

Hello Ivan,

We will follow your recommendation and host our images on external servers, this will also improve our deliverability.

I added the LargeSizeEmailValueInFreedomUI parameter to the system settings but now when I click on "see more" I have an error in the console (image attached) and the system does not show me more of the email.

Otherwise, could you please tell me how to enable the LargeEmailsInTimeline.DisableEmailPreviewLoader setting? I can't find it.

Thank you Yvan !

Hello,

To add a feature that is missing, navigate to https://SITENAME.creatio.com/0/Flags, then just click "New" button and add feature by code.

Article regarding features on our Academy:
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/interface-control-tools/existing-feature/overview#title-3459-1

Best regards,
Ivan

Hello,

Creatio AI doesn't directly edit form pages, but it can assist with various tasks related to content creation and management. You can explore all the capabilities of Creatio AI currently available by following this link: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ai-tools/copilot/ai-skill-list

In addition, we've registered your idea in our R&D team backlog for consideration and implementation in future application releases.

Thank you for helping us to improve our product!

Hello,

The error you're seeing indicates that the required system settings for Identity Server authorization have not been configured yet. To proceed, please ensure that the following system settings in Creatio are completed:

• Identity server Url
• Identity server client id
• Identity server client secret

These values are typically configured by support team, as they relate to the integration with the external identity provider.

Hello,

Could you please describe your business idea in more detail, what logic exactly do you need to achieve?

Hi Mira,

I'd like to filter feed messages entered on Account timeline using advanced filters/ folders in the Account section. 

So, in advanced filters I'd like to select object (e.g. Feed?), quantity, and then filter message text using 'contains' logical value.

Could you let me know if this is possible and how best to set it up?

Best regards,
Jacek

Hello,

Thank you, could you please also describe your business idea behind, what are you trying to achieve by such a setup?

Hi Mira, 

Firstly, maybe I will clarify that this is about a FUI configuration. What I am looking to do is just to filter the data entered as Feed messages. We will treat Feed similarly as Notes, but with an additional ability to upload attachments, so I'd like to be able to filter the data there on a higher (Account list page view) level. 

Thanks!
Jacek

Assuming what you're after is to see accounts with feed/timeline activity, for example, see which accounts have new activity this week. However, a filter like this will show accounts with activity/messages, not the activity/messages itself. 

Feed messages are object SocialMessage (title: Message/comment), however, they don't have a direct lookup to accounts since they are generic for any entity (the record stores the account Id in a generic EntityId column, not a lookup to the account). This is why they don't show in the list of objects related to accounts. To use this object in this way, I typically create a view to directly relate account feed records to the account so it can be used in filters. Not sure if it's possible to use in an account filter without that. 

Note, this would only account for Feed messages, however. If you want all timeline entries, that would come from several different sources (Case, Order, Opportunity, Activity, SysFile, etc) 

Hello!

The value of the personal User session timeout is applied after the user's previous session ends if the value was changed during the user's active session.

Please make sure that the user's session has ended and check the session time of this user one more time.

Thank you for reaching out!

So, do you mean the user needs to log out of Creatio for the new value to work?

If so, its not working as advertised then -- I have logged out many times since I changed it to 4 hours, and it still logs me out at 1 hour (system default).  I have also rebooted. 

Any suggestions are appreciated.   Thanks, Rob.

Verified its not just me that has this problem here at our organization.

Hello!

Could you please check the End Session Method of the specified users in the sessions detail? 

If the value is 0, it means that the session was not finished, and it is better to finish it manually by the user by logging out.

Also, we recommend you perform Flash Redis on the site. This may help you to clear cash.

Please notify us about the result after.

Hello,

Please register this issue with our Support team directly via support@creatio.com so we could analyze it properly.