Hello Community,

I'm working with a mini page in Creatio, and I need to refresh or update the parent (background) page after an action (like closing the mini page) is completed.

As shown in the image, after the Start Sync Process is completed, I'm closing the mini page using JavaScript. However, I also want the main page to refresh automatically.

I’m looking for the best approach or method to trigger a refresh of the parent page programmatically once the mini page action is completed.

Regards,
Ajay

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What action does the button trigger? Starts a process or calls a configuration service? You could send messges back from there to the UI and listen for those on the parent page. See https://customerfx.com/article/receiving-server-side-messages-in-a-creatio-freedom-ui-page/

If it's just all client-side things the button does, you could possibly make use of Javascript's broadcast channel API to send a message to the parent page code. See https://developer.mozilla.org/en-US/docs/Web/API/Broadcast_Channel_API

Ryan

Ryan Farley,

The button triggers a business process that runs in the background. 

I successfully used the JavaScript BroadcastChannel API to send a message from the mini page to the parent page. How can I now refresh the parent page upon receiving this message?

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Hi everybody, 

the task is to make activity's  "Result" and "Detailed result" fields required for competed "Status". The same trouble was discussed here. Without result indeed. Here's a kind of realization of the similar task. 

As I am not a great master of the Mobile app customization, some help will be welcomed. The problem was tried to be solved like this:

Terrasoft.sdk.Model.addBusinessRule("Activity", {
	name: "UsrResultByStatusRequirement",
	ruleType: Terrasoft.RuleTypes.Requirement,
	requireType : Terrasoft.RequirementTypes.Simple,
	events: [Terrasoft.BusinessRuleEvents.ValueChanged, Terrasoft.BusinessRuleEvents.Save],
	triggeredByColumns: ["Status"],
	conditionalColumns: [
		{name: "Status.Finish", value: true},
	],
	dependentColumnNames: ["Result"]
});

and also like this:

Terrasoft.sdk.Model.addBusinessRule("Activity", {
    name: "UsrResultByStatusRequirement",
    ruleType: Terrasoft.RuleTypes.Custom,
    triggeredByColumns: ["Status"], 
    events: [Terrasoft.BusinessRuleEvents.ValueChanged, Terrasoft.BusinessRuleEvents.Save],
    executeFn: function(record, rule, column, customData, callbackConfig) {
    	var isRequired;
		var status = record.get("Status");
        if (status && (status.get("Id") === Terrasoft.ActivityStatus.Finished || status.get("Id") === Terrasoft.ActivityStatus.Canceled)) isRequired = true;
        record.changeProperty("Result", {
            isValid: {
                value: isRequired,
                message: "Column must be filled in"
            }
        }); 
        Ext.callback(callbackConfig.success, callbackConfig.scope, [isRequired]);
    }
});

both don't work. This one works, but doesn't do what is needed

Terrasoft.sdk.Model.addBusinessRule("Activity", {
	name: "DetailedResultByStatusRequirement",
	ruleType: Terrasoft.RuleTypes.Requirement,
	triggeredByColumns: ["Result"]
 
});

Where's the problem please?

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Hi Dmitry, It's better to set default value of false for isRequired to avoid potential undefined issues.

Could you please share the error details?

Pavan Manne,

I'll try to debug it tomorrow, but as I understand, code has no errors :) 

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Dear Creatio,
Dear Community,

I was exploring the Projects section in Creatio and noticed that while the data model exists, there doesn’t appear to be any corresponding pages configured, nor is it possible to add it to a workplace.

From what I understand, this functionality was available in the Classic UI, but there seems to be no Freedom UI version available at the moment. I also couldn’t find any official training materials or e-learnings related to this feature.

Could you please clarify whether the Projects section will be adapted for Freedom UI in version 8.3 and beyond, or if it is being gradually phased out?
Are there any available trainings I wasn't able to find?

Thank you very much for your time, and answer!

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Hi,

Can I invite someone into my Opportunities, so they can also incharge in my pipeline ?

and how to invite the users ?

 

Rgds,

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Hi,

To allow other users to contribute to a specific opportunity, click the lock icon in the top right corner, as shown in the screenshot.

From there, you can define the specific permissions you'd like to assign to each user.

If you wish to grant access to all opportunities, please refer to the following guide on configuring object-level access rights (in this case, for the Opportunity object):

https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/access-management/object-operation-permissions

You can also configure separate roles with specific access permissions. This allows for more flexible and structured user management.
Learn more about setting up organizational roles here:

https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/user-management/organizational-roles

Hope that helps!

Hello, 

To assist you with your question, could you please provide us with more details? 
If possible, please provide a screenshot or a bit more context about what you're trying to achieve — this will help us understand your request more clearly.

Looking forward to your reply!

Hanna Shevchenko,

Hi Hanna,

here is the detail case :
I've an opportunities, and I want to invite 1 or 2 people to join my OP so they can involve on OP progress/issue update.

So when they login using their account, they can also read & edit those OP

Rgds,

Hi,

To allow other users to contribute to a specific opportunity, click the lock icon in the top right corner, as shown in the screenshot.

From there, you can define the specific permissions you'd like to assign to each user.

If you wish to grant access to all opportunities, please refer to the following guide on configuring object-level access rights (in this case, for the Opportunity object):

https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/access-management/object-operation-permissions

You can also configure separate roles with specific access permissions. This allows for more flexible and structured user management.
Learn more about setting up organizational roles here:

https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/user-management/organizational-roles

Hope that helps!

Thanks Tomasz

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Dear Creatio team,

i'm trying to improve the ML models results for product recommendations.
For now, in many cases the predictions give no results or not so useful ones.

In the Account object, we have a custom field that contains a code to classify the company by business type. This field could be useful for the collaborative filtering.

how to use it in the ML recommendation model ?


Best regards
Patrice

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Hello,

Regarding your request, we recommend reading the following article:  Recommendation prediction | Creatio Academy

It contains all the necessary information on how to use business processes to set up predict recommendations for the selected Creatio objects.

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Hi Community,

I have a question.
Are there any restrictions regarding the file extensions that can be uploaded (in the latest Creatio version)?
Thank you in advance!
 

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Hello, 

you can check what extensions are allowed in your Creatio instance by going to System Settings - and checking the Deny and Allow Extensions Lists

 

There is more information regarding extensions on Academy withthe below link: 

 

https://academy.creatio.com/docs/8.x/setup-and-administration/administration/security-settings/secure-file-upload

 

Thank you for reaching out!

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Dear,

On Freedom UI, in the list pages, I'd like to display the number of results with a possible filter like we used to with Classic UI with the Summary Sheet.

On Classic UI, you could also display the sum of numeric fields as the amount excluding tax.

Can someone please tell me how to do this ?

Thank you
Nicolas

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ok, I found it's in the summary component of the page
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Hello, is there a way to filter an activity dashboard metric by distinct values? 

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Hello,

The only available option in this case would be to use a pivot table instead.  

Hello!

Thank you for your question.

It sounds like you are referring to adding a dashboard to a record page, and having it filter data based on the current record (e.g., showing only activities related to the specific record you are viewing).

Yes, this is possible in Creatio.

To do this, you need to add a filter to the dashboard widget, so that it displays only data related to the current record.

 We’ve attached a screenshot that shows where and how you can configure this filter.

Please let us know if this answers your questions!

Valeriia Ripnevska,

Hello, thank you for the response.

I'm actually referring to the Classic UI. What you suggested will filter for a specific record but that isn't what I'm after. 

In Classic UI if I select the Activities section, there is a dashboards tab within that section.  Inside one of these dashboards I want to use the metric widget to count unique values. 

For instance, it may show one client name multiple times because many activities exist for that client (phone calls, emails, texts etc), however I want it to count the client only once as a unique value. I can filter the type of activity to only (phone call) for example but there still could be many phone calls for one client so I will see the client appear in the count multiple times.

 Another way to think about it, is that in excel I would use =unique - https://support.microsoft.com/en-us/office/unique-function-c5ab87fd-30a3-4ce9-9d1a-40204fb85e1e or conditional formatting to remove duplicate values, I want to apply the same logic to a creato metric widget in a dashboard.

Hello,

The only available option in this case would be to use a pivot table instead.  

Got it, thank you. Ultimately I wanted it as a Metric but this will suffice.

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Hi.  

Is it possible in Creatio to create a form that creates and sends a formatted email?

We want to create a form in Creatio to collect data.  Our sales reps will fill this out, using pick lists, radio buttons, and freeform text.  Then they will "submit" that form and Creatio will format the data in the email body (similar to code below) and send it off.

Any suggestions, info, or pointers you may have is appreciated.

Thanks!
Rob

Sales Rep:    Oswald Cobblepot
Customer:     Dupont
Opportunity:  Dupont #1234
Industry:     Chemical - Other
Vertical:     Chemical
Sub-Vertical: free form text here (75 chars)
Type:         Contract renewal
Holder:       free form text here (75 chars)
Tons:         <500
Truckloads:   1K to 1.5K
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Hello!

Yes, what you're describing is fully achievable in Creatio using a simple business process.

Here’s how it works:

We can create a form inside Creatio (as a section or a page) with the necessary fields: dropdowns, radio buttons, and free-text inputs.

When your sales reps click "Submit", a business process is triggered.

This process will:

  1. Read the entered data from the form.
     
  2. Format the data into a structured email body (for example, using a table or plain text with labels).
     
  3. Send the email to the defined recipient, using Email element. The email body can include HTML for styling if needed.

As an alternative, you can also create a printable form (a printable report template). This report can then be reused within a business process and sent as an attachment in the email - for example, as a structured summary of the submitted data.

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Hello community,

We have a business process with this starting condition. MailboxSyncSettings = Guid

 We would like no to hardcode this starting condition, for this reason we have added parameter in the Process which is linked with a System Setting.

If we change the starting conditon, it wont trigger

Is there any workaround for this?

Sasor

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Hmm. Not sure that is possible. Assuming that the params aren't loaded until the process is started, but it won't start without the param being loaded. Some of the OOTB processes for cases check that after. For an example, you can see the process "Run process: Reopen case and notify assignee on receiving an answer regarding the case" that sort of works like this. It starts for any email connected to a case. Then the script task checks to see if it is from one of the incident mailboxes. However, that seems like a bad approach, adding the overhead of a process triggering for every single email (the difference of the OOTB one above is that it's only for emails already connected to cases). Might be a better approach to use an EntityEventListener. If you wanted to keep the ease of using a process to do the main work, you could have the listener code flag the email, then that flag is what really triggers the process.

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