Inside the Contact object, I need to show data from a related object: New Custom object.

How can I show this related data on the "Additionnal information" custom tab?

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I created new App "NewIdeas"

I am putting a business rule based on a "Status" criteria in place but it will not work correctly: In all cases , the Tab "Completion" remains hidden.

Tab hidden rules (see below)

 

 

 

Tab show rules (see below)

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Hello,

 

We see that you have already created a case regarding this issue directly for our support team and we will process the request in that case.

Good!

Where is the boundary between official Support ticket and the end-user community?

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Hi, I tried to make a grid caption in two lines, first I added a
tag to the title of the header

 

 

but the second line was hidden somewhere behind the table elements.
Then I added my own CSS (a copy of InnerListedGridHtmlGeneratorCSS.css)

added padding-bottom: 60px to the fixed-captions-wrap class and it made it two-line, but
now it overlaps the first lines of the list.

 


Can you advise me on how to fix this or any other way to make the labels span two lines?

 

 

.fixed-captions-wrap-width(@scrollWidth) {
    .fixed-captions-wrap {
        width: calc(~"100% - @{scrollWidth}");
    }
}
.grid.grid-listed.inner {
    @fixed-header-height: 37px;
    padding-top: @fixed-header-height;
    .listed-grid-line:not(:last-child) {
        border-bottom: 1px solid #e5e5e5;
    }
    .fixed-captions-wrap .grid-captions {
        box-shadow: 0 1px 1.9px 0.1px rgba(0, 0, 0, 0.28);
    }
    .listed-grid-line {
        display: flex;
    }
    .grid-listed-row {
        margin: 0;
        padding-top: 6px;
        padding-bottom: 6px;
    }
    .fixed-captions-wrap {
        z-index: 1;
        position: absolute;
        top: 0;
        left: 0;
        height: @fixed-header-height;
        overflow: visible;
        background-color: white;
        width: 100%;
        padding-bottom: 60px;
    }
    .grid-captions.fixed-header {
        position: absolute;
        padding-top: 9px;
        padding-bottom: 5px;
        font-size: 13px;
    }
    label {
        font-size: 1em;
    }
    .grid-scroll {
        overflow: auto;
    }
    .grid-bottom-spinner-space {
        position: relative;
    }
}
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Hi Everyone,

We have a table in our application that stores the assigned employees for different projects. And we want to create a report for them. We have created a report but when we download it, it downloads the files of each employee separately. But we want them all in a single file which we can then send to other employees as well. Is there anything wrong that we are doing?

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Hello, 

Unfortunately, we do not have the ability to generate a report for all records, since the template is configured for individual records. 

  

But as a workaround, you can implement the following: 

  

1. Create a new object, for example “Report”. 

2. Add a lookup column to the “Employee” object, which is sent to this “Report” table; for convenience, let’s call it “Report Column”. 

3. Create a record in the “Report” object. 

4. Set for all Employee in the “Report Column” column the value of this entry from point “3”. 

5. Thus, all Employee are sent to this entry, you can set this entry to the default value so that entries are always sent to this entry. 

6. Create a report on the “Report” object and add the “Employee” table to it, where the relationship will be: 

Report.Id = Employee.ReportId. 

7. For this table, create the filtering we need and configure the report template. 

  

As a result of what we did, we created an object and a record, the details of which will display ALL Employee in the system. 

  

Thus, when making a report, all Employee that fall under the required filtering set in the settings of the tabular part of the report will be displayed in the report. 

  

Or as another workaround, you can export the detail to Excel and attach a table to the report, but this approach requires manual editing of the printed form. 
 
But we understand that this solution is not ideal for your needs, and we want to inform you that we already have a registered idea for the development of this functionality. This functionality will be implemented in future versions of Creatio. 

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Hello Everyone,

 

I'm currently exploring security options within creatio, to secure the process with Password. Specifically, My goal is to restrict access to certain process by requiring user to enter password before any modifications.

 

Could anyone share insights or best practice to implement password protection for Process in Creatio? Are there any built-in features or recommended approces to achieve this?

 

Your guidance would be greatly appreciated. Thank You!

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Greetings,
 

Unfortunately, we do not have this functionality at the moment. We have registered this request for our R&D team to ensure that the developers consider this request and implement it in future updates.


Thank you for helping us make the product better!

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Hi,

 

I would like to set up a few notifications:

First one - when the below workflow is changed that a notification is sent:Second one - when feed's are updated that a notification is sent

 

What is the best way to approach this?

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Hello!

You can configure business processes to listen for changes on the specified objects:
1. The first process will listen for changes in the object's stage.
2. The second process will check if a message has been added to the related feed channel ((determining the necessary ID code of the feed object).

You can create the notification using the following parameters:

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Hello,

 

is it possible to configure Homepage (in Freedom UI style) on Portal instead of "Portal Main page" (Dashboard in Classic UI style)

 

Thank you!

Vladimir

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Yes. The selection of the homepage is hidden for portal workspaces but you can still add it manually to the SysWorkplace record. Create a Freedom UI homepage, then you'll have to update the SysWorkplace for the portal to add the HomePageUId of the dashboard page.

Ryan

Yes. The selection of the homepage is hidden for portal workspaces but you can still add it manually to the SysWorkplace record. Create a Freedom UI homepage, then you'll have to update the SysWorkplace for the portal to add the HomePageUId of the dashboard page.

Ryan

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Hello, 

is there a way to get the product selection grid in Freedom UI mode, please ? 
The current way of selecting products in order is much more tedious when you need lot of products.

Regards

Patrice

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I guess the answer is no.
ProductSelectionSchema massively use the sandbox, which is not available in freedom UI.

I played a bit with BroadcastChannel to handle communication between pages but it seems to be a difficult way to do it.

 

Any suggestion ?

 

Regards

Patrice

Hello,

We have passed the feedback to the R&D team, and we would like to note that it is indeed impossible to implement your task at the moment, but the solution is being prepared for version 8.1.3. Currently, we are working on implementing a full-fledged product catalog for Freedom UI. Basically, it will be the same functionality that we have in Classic UI. 

Thank you Malika, 
we will wait for 8.1.3.

Regards,
Patrice

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Hi,

 

Is there an option to replace the default fields titled 'Select results' and 'Enter detailed results' in the activities calendar, which is located in the 'complete activity' mini form? 

I'd like to replace these fields with ones I've created, which are available in the full-page form.

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+1

Hello,

Unfortunately, it is not possible to change this popup window using the basic application tools, at this point. This can only be done through a specific development process. The code of the page on the ActivityMiniPage of the UIv2 package: 

The development team already considering the possibility of changing this window with basic tools in future versions of the system.

Malika,

Yes please, the more we have nocode possibilities on a nocode platform, the better ;)

Malika,

Thank you so much for your reply. That would be great if I could modify this popup's fields easier. :)

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Hi there,

I'd like to add a custom filter to the activities calendar:

There are two filters needed - "+1 day" and "-1 day". My filters should calculate the selected day plus or minus 1 day.

The question is how to add that and where can I find the logic of the current filters listed above?

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It's also missing the basic : 

Previous Year
Current Year
Next Year



Especially that we have these options in advanced filters 🤨

Just need to make this filter customizable. We could set a name and formulas for start and end dates

Vladimir Sokolov,

Could you provide a code snippet? Honestly, I'm not sure how to start the code. I think it should be created in the same file as the current filters, but I'm unable to find them...

 

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