Is it possible to create mini page for 'view record' in Freedom UI?
We also have mix of Freedom-Classic now, but even if 'view record' mini-page is created for Classic page, it is not displayed in other places (probably because of Freedom page exists for that section already). Maybe it is possible to use Classic mini pages of Account/Contact even if Freedom page is created?
At the moment, there is no possibiliy to set up a mini-page just for viewing records in the system. Currently you can create a mini-page for creating a new record and set up a mini-page for editing an exisiting record with the help of a business process.
We also do not plan to support mini pages for 7x (Classic UI) with the Shell enabled, as this functionality is already implemented and is available in Freedom UI (starting from version 8.0.8).
We recommend you to configure the needed section in Freedom UI and to set up the required mini page for creating a record there.
Unfortunately, it is not yet possible to add the option of adding Emails, Calls, and Messages records via clicking on Next Step. Alternatively, you can try to perform such an action through customization in the Freedom UI designer. Add menu items to the + Next Step button and customize the opening of pages for different types of activities.
However, we have forwarded your idea to the responsible R&D team to add this functionality in future releases. Thank you for helping us to improve our product.
We have a business process with a step that includes a pre-configured page. Often the users are not completing this step (the go to a different section or close browser) and the process is left running. Is there a way to set a timer to say if a value is not selected within a day from the pre-configured page that the process should terminate?
I have tested this in some ways but cannot get anything to work. I have included a screenshot of the steps leading to the pre-config page to help demonstrate.
Hello, yes I did try this and tested it, but it did not close out the process. I think it's because the other paths are conditional. The system won't allow me to create an additional conditional path without condition (obviously). So I tested it as a sequence flow and a default flow, both to no avail.
I'm new to CREATIO. I'm trying to find a complete sales order import template to import sales orders to CREATIO instead of creating them one at a time.
I tried finding one by:
In the Orders function, select the ACTIONS button then Data Import,
Select the “SELECT TEMPLATE” button,
I get "No data" in the selection window.
After that, I tried exporting the orders already created and got a file. Sure, it gives the orders’ headers but did not give any line items.
Does anybody have a basic template to share or point me in the right direction please?
At the beginning you can find how you prepare a file, as well as some templates.
The “SELECT TEMPLATE” button in the Data import section is responsible for saving the configuration of your imports, for example how the columns in Excel and Creatio are related, etc.
to add colors to the value, if you know which div it is exactly, you can use the class or id of that div in the selector instead of ".label-wrap .t-label" as in step 1 of the example. Or you can look up the class or id by using inspector tool (Ctrl+shift+C) in the developer tools (f12) on your page and then use them in the selector.
If you require more assistance please provide screenshots of div you want to color, would provide more clarity how to change the selector accordingly.
I would recommend you to use the new FreedomUI pages on the site. You can change bg-color in the system settings on the FreedomUI page (on your screen shot I can see Classic UI). It will take 10 min maximum.
To change colors with FreedomUI :
1) Open System designer -> Advanced settings
2) Find the Custom Object CasePriority or create a replacement:
3) Add the new column -> Other -> Color:
4) Add Title to the new Color column on the same page
5) Click on the Name of this object and choose value (Title name from p.4) in Color field:
6) Publish this object
7) Open System Designer -> Lookups -> Case priorities -> View -> Select fields to display:
I'm having an issue with the partner lookup in opportunities.
When we try to select a partner against an opportunity it seems to delete the owner from the field. And when I try to re-add the owner it removes the selected partner.
The owner of the Opportunity with "Partner sale" business type and chosen partner can be:
1. the user/contact related to the account with "Our company" account type;
2. the user/contact connected to account with chosen partner company.
According to the basic logic, the "Partner" field should be available only for the "Partner sale" type. You have removed the business rule that hides the "Partner" field for other opportunity types.
Therefore, it turns out that now the "Partner" field is available for all types of opportunities, but according to the box logic, this field should be empty for other types, so it is cleared when you select the owner.
If you select the "Partner sale" opportunity type, then the "Partner" field will not be cleared when you select the "Owner" field.
I haven't tried it myself, but not sure if that button would still appear if the user doesn't have object permissions on the lookup entity being referenced by that field? May be worth a try. At least it would prevent users from actually creating the new lookup object, even if the button still remained.
Unfortunately, it is not possible to remove the button in a lookup.
As a variant, you can configure access rights and limit access to the button. However, there is no possibility to limit access to individual system lookups and such a setting will be applied to all lookups.
We have also registered a problem and forwarded it to the responsible R&D team for further review.
I would like to know if there are any issues with creating a new application from the application hub, with a new page and section in Version 8.0.4? We are still in Classic UI but from the application hub I can only create Freedom UI sections. Will I run into issues or should I continue to create new sections using the Wizard until we have upgraded to Freedom UI?
We just continue to create and modify sections in Section wizards and still are using Classic UI. And we use Application hub only for installing package
Thank you for your reply. I have read the documentation and I have created an application in the Application hub. Then I tried adding the section to a workplace but it does not get added (no error message, just never loads in the workplace). Is this what you meant by these sections are not supported in Classic UI? Could my users still access and work with this new Freedom UI section from "My Applications" workplace?
OK that is good news. So just to confirm, this new section that I create in the Application hub will be Freedom UI. My Creatio instance is ALL classic UI but this one new section will be available in that workplace and when the user selects that section, it will open as Freedom UI. Correct?
Would that new section be fully functional in my system and live with the other classic UI sections?
We just continue to create and modify sections in Section wizards and still are using Classic UI. And we use Application hub only for installing package
Does anyone know how to remove a Business Process Notification. I have one where the process log has been cancelled and one where the process log does not even exist, but the notifications are still showing as needing to be actioned. Assuming some kind of DB update but not sure the correct table etc. Thanks
In this case, you can delete values from the "SysProcessElementToDo" table using the lookup functionality. As an example, set up columns to view "Title" and "Created On" to compare the record.
I would like to warn you not to delete system values that may be needed for the system to work. Delete only the values you mentioned.
Is there any general customisability around the notifications system? Specifically for Freedom UI, but in general would be useful to know too - with alerts just showing a red dot on Freedom UI if there's even a single notification, having a few Business Process Tasks outstanding (as we expect in our business case) for a user prevents them seeing that any "Reminder" notifications have come in since they last looked at the panel. This could lead to them missing important notifications.