Hi everyone,

 

is it possible to hide some of the elements on the top right side (communication panel, notification panel). Some of the users wont use any of these, and I would like to hide it, not to bother them why are these there.

 

Thanks, Timea

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I would also like to be able to do this - for example noteworthy events and approvals are sections of the notification panel our users will never have a need to interact with, so it would be better if they weren't shown to users.

 

Additionally, it would be nice to be able to prevent some of the Business Process tasks from appearing for users - we have loads of them generated as part of a Lead Management flow, but users are unlikely to be interacting with those through there. It would be better for them to be kept out so that other Business Process task notifications don't get lost in the noise.

Hello Timea

 

You can use this marketplace addon to hide the UI Elements: https://marketplace.creatio.com/app/experceo-ui-wizard-creatio

You can add your custom CSS selectors and Operation permissions to control the visibility of the UI Elements.



Thank you

Mohamed

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Hello,

 

We use Binding tool for binding data in our development package. And customer binds data in their data package.

When we choose 'Bind all' in Lookup, it creates new Data like 'AccountCategory_Values' in the package that we select (Dev package)

 

When customer does the same operation and selects their Data package, tools updates Data in the locked Dev package.



Currently we use workaround - not to use 'Bind all', but just select all records. But it would be nice to fix this small issue



Thank you!

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Hi Vladimir,



Thank you for bringing our attention to this matter.

We've confirmed the issue with the 'Bind all' feature and have relayed your feedback to the development team for review.



Kindly await a new release on the marketplace.

 

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Dear,

We can not add or edit business rules on our custom Order Product Detail, the system return the following error : 

Unable to modify business rules because the "Edit card - Product in order" page source code contains invalid json symbols. Your system administrator will have to delete these symbols. After the mentioned above symbols have been deleted, you need to re-open the wizard, and business rules will be available for edit.

I tryed to remove all the code in our custom orderProduct detail :

=> the system still returns the error

Does anyone have any ideas to fix the problem ?

Thank you,

Nicolas

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Just throwing out some ideas. Maybe there's some non-printable character that got posted in somewhere? I'd try pasting the contents to a text editor that can show non-printable chars (such as Notepad++).

Also, maybe look at the resource strings? Maybe there's a resource name with some weird char?

Thank you Ryan for your answer, i ve check what you advise me to check, but i did not find any problem.

We are having two OrderProductPageV2 in two separate package: Custom and Custom_transfert, we removed all business rules in the OrderProductPageV2 in Custom_transfert and surprisingly we can edit the orderProductDetail business rules...

Thank you again for your help !

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Good afternoon,

 

I'm seeking guidance on obtaining the ID of a lookup. Attached is an image displaying the specific lookups for which I require the IDs.

While reviewing examples from the learning academy, I noticed that within the lookup, there are several columns including the name, ID, and others. However, I'm only able to retrieve the name of the lookup, not the ID.

Could someone explain me how to obtain these IDs? They are essential for integrating with a landing page.

 

Thank you so much in advanced.

File attachments
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Click the "VIEW" menu on the top right, then you can setup the columns displayed in the list and add the Id column to the layout along with the Name)

Ryan

Thank you so much Ryan, really appreciate your help!

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Dear Community,

Could you please provide guidance? Although we've delegated all needed rights to our employees, only the Administrator can add attachments in sections. Other users receive the following message: "File name cannot be null or empty," even though the name and type are allowed and checked.

Thank you for your assistance.

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Hello,

 

Please check the access rights for the object with files.

For example: for the Contacts section, the object is ContactFile.



If the issue still persists, please write to us at support@creatio.com.



Best regards,

Orkhan

Dear Orkhan,

 

Thank you for your reply. That was the case. I changed the object files settings, and it worked.

 

Regards,

Patrycja

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Hi everyone,

 

is there a button that can navigate on the record's form page to the next record's form page, which is previously filtered by list setups? 

 

Thanks, Timea

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Hi timea , 

you can use "crt.OpenPageRequest" handler to open specific page onbutton click .

 

request.$context.executeRequest({
 
    type: "crt.OpenPageRequest",
 
    $context: request.$context,
 
    schemaName: "UsrCaseStatus_ModalPage",   
 
    modelInitConfigs: [
 
        {
 
            action: "edit",
 
            recordId: caseId            //RecordId of the page
 
        }
 
    ]
 
});





Thanks.

Hello,

Unfortunately, such functionality is not implemented in the application.

 

We have submitted a request to the development team to assess the possibility of implementing such functionality in the product.



Thank you for helping us make our product better!

 

Best regards,

Pavlo!

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Hi everyone,

 

Is there a way to display the "add next steps" button/functionality for each record in the list view, so that you can add a task to that record with the pre-filled values without opening that record? 

 

Thanks, Timea

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Hello,



I have discussed this request with the Product Owner.

As for now, there is no such functionality.



We have already registered the idea for our R&D team to implement this functionality in further releases.



Thank you for this suggestion, this helps to make our product better!

Love the idea

Hello,



I have discussed this request with the Product Owner.

As for now, there is no such functionality.



We have already registered the idea for our R&D team to implement this functionality in further releases.



Thank you for this suggestion, this helps to make our product better!

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Hi everyone,

 

is it possible to sort the list by two values? For example I want to sort my list first by the Account and the by the Opportunity Name, because I have multiple opportunities for one Account, and I would like to see which are these. 

 

Thanks, Timea

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Hello,

 

Unfortunately, such a feature is not available.



However, you can set a filter to display records only for a specific Account and then set a filter for opportunities.

 

We have also registered your request with our development team to explore the mechanisms of implementing such a feature.

 

Thank you for reaching out!

Hello, we create a field that is calculated as Account name + Opportunity name. So, if user filters by it, they get needed sorting (hardcoded one). Besides, this field can be set as primary displayed field



Kind regards,

Vladimir

Pavlo Sokil,

Hello Pavlo,

 

You know if and when this feature will be available in Freedom UI? It's a very important and critical feature in the project we are working on and the proposed workarounds (create a filter and/or create a concatenate field) don't match our needs.

 

Best Regards

 

Stefano

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We are testing some signals and created new Usr object for this purpose since there were some issues on OOTB objects. After creating new object, signals for 'Record added' are not triggering. 

 

Is there any additional configuration needed on object to enable signals?

 

Thanks, 

Mario

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Hello,

Basically, in order to trigger the logic of starting business processes on the event of adding/modifying or deleting records, you need to select the object for which events will be tracked and specify the appropriate parameters. You can learn more in this article on Creatio Academy.

Also, you should additionally make sure that the new object has been published and the system has been compiled after adding a new custom object.

Thank you.

HI, 

 

thanks for update, I already read all that and did not find any clues for additional setup. After your post, I tried to compile and publish all, but it did not help. 

 

Is there any way I can check if signal was raised?

 

Br,

Mario

Hi Mario,

 

1) What is the Parent for this new object? BaseEntity?

 

2) How are you performing the add of the record? Is it via the UI, a process, code or direct SQL insert?

 

Ryan

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Dear mates,

We mistakenly created the same organization group twice.

After deleting one of the two groups in the management of organizational groups, when we go to the rights of a record, the two groups still appear.

I tried clearing the cache, restarting the application. Do I need to recompile the entire environment so that the deleted group no longer appears when we want to modify the recording rights?

 

 

Thank you !

 

 

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we found the problem, there were a group in an other group

sorrry for disturbing you

Hello,

 

Please specify if you have tied to "Update roles" this way:

yes I tried that yesterday too, but it had no effect

i just tried again, no effect even if the call return true

 

we found the problem, there were a group in an other group

sorrry for disturbing you

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