Hello,
 

I recommend that you make sure that the type of the PartNumber field in Creatio matches the format you are trying to insert, i.e. it should be a text field.
 

In addition, the system has a lookup “Excel import log”, we recommend that you search for your import logs, if there were errors with filling in the column, they will be displayed in this lookup.
 

If you cannot solve the problem yourself, we recommend contacting our support team for a more detailed check. (support@creatio.com)

Best regards,
Pavlo!

Hello, 

The error you encountered, according to the analysis, was caused by the fact that the OData protocol takes some time to initialize. During this time, requests via the protocol may return an error. However, within 5 minutes of the request, the system successfully initialized the protocol.

Best regards, 
Orkhan

Hello,

Unfortunately, the desired functionality cannot be implemented with user's methods. However, as a workaround, you can do the following:

1) Here is an example of the functionality you need. It describes how to filter dropdown values - https://customerfx.com/article/dynamically-filtering-a-lookup-on-a-creatio-freedom-ui-page/
 
2) Another option: create a dropdown on the page where macro source is selected. Then create a filtering business rule that will filter values in the parameter based on the added dropdown value. 

We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. 

Hello!

At this point, you are able to bind all data to data binding or add them manually. We do not have such functionality where data is binding due to a specific time filter. I will inform our RnD team to research the possibility of adding such functionality in the future.

Hello,
 

Unfortunately, such changes are not feasible in the context of Classic UI dashboards, as the configuration of these charts (dashboard object, filters, sorting, etc.) is stored in the database as JSON configurations.

 A whole tab corresponds to a single record in the SysDashboard table, and all settings are stored in the Items column.
 

In this format, the field value used for filtering is not just an Id, but an entire config with various parameters.
 

Therefore, a much faster solution would be copying the dashboard tab and modifying it manually:

On the other hand, in Freedom UI, dashboards are not stored in the database but directly in the schema of the page. As a result, you can modify the parameters directly in the schema.


 However, this approach also requires time and is unlikely to yield a faster result than simply copying and manually adjusting the lookup field value.

Also, in Freedom UI, you can dynamically filter charts using the Quick Filter. This way, you only need to configure the charts once, and by using the quick filter, you can check all regions of interest dynamically.
 

Thank you for reaching out!

Pavlo Sokil,

Does the approach with Freeform UI work for Dashboards (Підсумки), but not for separate Entities (Sections like Lead or Opportunity)?

Leonid,
 

The Dashboard section is a unique section implemented in Classic UI, and unfortunately, it is not possible to configure such a dynamic filter in this section.
 

However, you can manually set up same dashboards in Freedom UI. For example, you can create a new home page and implement the solution with quick filters there.

Leonid writes:

Pavlo Sokil,

Does the approach with Freeform UI work for Dashboards (Підсумки), but not for separate Entities (Sections like Lead or Opportunity)?

If you select data from SysDashboard, you can find dashboard configuration. I see filtration settings are stored in Items column. 
Maybe you can update this with SQL script

Hi Leonid, 

You could build one dashboard and then install the Quick filters for Creatio, add a simple filter to the section and let the end users apply that filter themselves. I believe it'd be cashed for them anyway if they want to have it always applied. 

https://marketplace.creatio.com/app/salesup-quick-filters-creatio

Best,
Jacek

Hello,
 

In version 8.1.1, the base page Calendar_FormPage was renamed to Calendar_ListPage in the product. 

If you had overrides for this page in your custom packages, the override will not be renamed, which will cause a structure generation error, as the schema inheriting from another schema will now have a different name.
 

You need to check if there is a schema named Calendar_FormPage in your system. If such a schema exists, rename it to Calendar_ListPage and also update the Define block in the page code accordingly.

Example:
Before

After


(Before this changes you need temporary clead SchemaNamePrefix system setting)
 

If the issue is not related to this, please contact our support team for assistance - support@creatio.com

Best regards,
Pavlo!

Hello, it works! Thank you very much :)
Is there any way to stay informed about such changes to avoid similar problems in the future? I didn’t find anything about this in the release notes.

Hello,

It is not possible to completely disable the login screen. However, you can customize it by uploading a custom image in the "Logo customization" setting to replace the default login page logo.

Hello,
 

A business process cannot cover such a business task, as business processes cannot change the view of the page you are on. You can configure the business process to start on a button for the page, in which you will pass the selected record as a parameter, but the business process in turn will already open a new page (that are available in terms of business processes) where you can already filter the records based on the selected option.

We believe that to achieve this behavior, you will need to consider developing at the client module level. From the screenshots provided, it looks like this is a FreedomUI page, so we recommend that you have a look at the materials on Creatio Academy for development:
1) https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/category/freedom-ui
2) https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/freedom-ui-customization

Thank you.
 

Hello,
 

We recommend reaching out directly to our support team for analysis of the current issue: support@creatio.com
 

Thank you!