Sales_Creatio | Community Creatio

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

0 comments

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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!

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Filter activities by category in the timeline

LÉZORAY Nicolas

15:29 Mar 26, 2025

Dear,

I would like to filter activities in the timeline by activity category :

do not display activities if their category corresponds to a given value.

I haven't found any articles or requests in the community to do this. I can not find where to apply this filter on the timeline object.

Thank you !

Nicolas

0 comments

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UTM Parameters Setup and Lead Tracking Configuration in Creatio

Devarshee Solanki

17:13 Mar 25, 2025

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.

3 comments

Malika

17:20 Mar 25, 2025

Hello,

Can you send here some screenshots of your settings, so we are able to check whether everything is correct?

Devarshee Solanki

21:41 Mar 26, 2025

Sure. Here are the screenshot of Lookup setting that I did for UTM.

Devarshee Solanki

21:47 Mar 26, 2025

Devarshee Solanki,

Malika,

I have shared Screenshots. Can you please have alook

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Sales_Creatio

Stop create record based on value in another object

Rob Watson

16:04 Mar 24, 2025

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'

2 comments

Ryan Farley

18:32 Mar 24, 2025

Approach 1 would be to implement this as an entity event listener. It could listen for any record save and validate, then throw an error if it's not valid (the thrown error would display for the user in the app). See https://customerfx.com/article/adding-code-to-listen-for-entity-events-in-creatio/

Approach 2 would be to implement this in the save request (assuming this is a freedom ui page). See https://customerfx.com/article/adding-code-to-the-save-event-of-a-creatio-freedom-ui-page/ The request could check the values and if not passed return false (instead of return next.handle(request)) - this approach would still allow invalid records to be added via import or processes, the first approach would not allow that.

Ryan

Rob Watson

18:35 Mar 24, 2025

thanks Ryan

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Disable Button temporary after click

Sasori Oshigaki

16:03 Mar 18, 2025

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

4 comments

Damien Collot

11:39 Mar 19, 2025

Interesting idea :)

Gareth Osler

13:53 Mar 19, 2025

We could do with this. I think I may have implemented this in the past by disabling the button on calling the process, and using the Send Message element at the end of the business process to publish a message that the client module is subscribed to to re-enable the button.

Sasori Oshigaki

10:11 Mar 20, 2025

Hello community,

Is there any other way besides the Backend-Frontend websocket (which I havent tried yet)?

Sasori

Ryan Farley

16:59 Mar 20, 2025

Sasori Oshigaki,

As long as the process is not set to run in background, and you're starting the process via code, you can use the method outlined in the article below to know that the process has completed and re-enable the button without the need for messages: https://customerfx.com/article/starting-a-process-from-client-side-code-on-a-creatio-freedom-ui-page-and-getting-back-outgoing-process-parameters/

Ryan

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Filter lookup on account

LÉZORAY Nicolas

18:46 Mar 17, 2025

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

4 comments

Best reply

Mohamed Ouederni

19:37 Mar 17, 2025

Yes, you have to populate the condition part. You can create an always true condition as a workaround (true == true).

Mohamed Ouederni

19:37 Mar 17, 2025

Yes, you have to populate the condition part. You can create an always true condition as a workaround (true == true).

Ryan Farley

23:54 Mar 17, 2025

Fyi this is fixed in 8.2.2. Release notes mention: Streamlined business rule setup. "Dynamic filter" and "Set value" business rules no longer need conditions to work

LÉZORAY Nicolas

17:21 Mar 18, 2025

i had to add a condition then the rules works. i added if id is filled in.

LÉZORAY Nicolas

18:21 Mar 18, 2025

I managed to filter a contact lookup using a business rule based on the contact's account name. For another contact lookup, I need to filter the contact ID to match the page's account ID.
can this filter be implemented as a business rule ?
after several days of research, I still don't see how to perform this filter without code...
Can someone help me please ?

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Sales_Creatio

8.0

Opportunity Product : Set field value

LÉZORAY Nicolas

16:25 Mar 13, 2025

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 ?

2 comments

Best reply

Ryan Farley

17:06 Mar 13, 2025

Currently cannot be done with business rules on the page (they can't use data from related objects). Only way to accomplish this is to handle the change of the product lookup, retrieve the values from the selected product and then set on the page. Otherwise, you could use a process, but that won't update the values until saved.

Ryan

Ryan Farley

17:06 Mar 13, 2025

Ryan

LÉZORAY Nicolas

18:39 Mar 13, 2025

i m trying to build Freedom UI pages without coding...
so i used for the moment the help you provided me here:
https://community.creatio.com/questions/depending-interface-behavior-no…

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depending on the interface, the behavior is not the same

LÉZORAY Nicolas

13:16 Mar 13, 2025

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

2 comments

Best reply

Ryan Farley

17:10 Mar 13, 2025

Find the lookup named "Object-specific form page interface in the Freedom and Classic UI shell". In that lookup, add an entry for OpportunityProductInterest and for Freedom UI shell select Classic. Then log out and back in again. This will tell the system that if a user is using the Freedom UI shell, to use the classic page for Opportunity products.

Ryan

Ryan Farley

17:10 Mar 13, 2025

Ryan