Hello,

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.

You can learn more about it in this Academy article.

Hello,



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.

Hello,

You can use the "Wait for timer" process element to terminate the process after some time.

 

More details:

https://academy.creatio.com/docs/8.x/no-code-customization/bpm_tools/pr…

Cherednichenko Nikita,

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. 

Dear Martin,

We recommend checking out the following article:

https://academy.creatio.com/docs/user/platform_basics/business_data/exc…

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.

Hope this helps!

King regards,

Alina

Hello Vladimir,

I have an article that shows how to do that here 

https://customerfx.com/article/adding-to-a-list-from-a-lookup-on-a-free…

Ryan

Ryan Farley,

That's great, thank you!



Do you know, is it possible to use filtration (we have rather complex one with handler) together with that feature?

Vladimir Sokolov,

Yes, it does support filtration. You can see an example of that in a comment from Dmytro here: 

https://community.creatio.com/questions/filter-crtopenlookuppagerequest

I expect to have an article showing how to do that using the filter classes such as FilterGroup soon as well.

Ryan

Hello,

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.

.

is there any updates on this?

Hello Sarika!

With CSS you can change the color by choosing the right selector. Example, where 2a879ccc-536d-45a9-980a-9ac0a00aea91 - id of value:

li[data-value="2a879ccc-536d-45a9-980a-9ac0a00aea91"] 
{
background-color: brown;
}

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:

8)Add HEX color code to the new column:

9) FreedomUI page will looks like:

If you want to remove this functionality, I believe you can add the following to the methods of the OpportunityPageV2:

autoCompleteOwner: Terrasoft.emptyFn,
fillPartnerByOwner: Terrasoft.emptyFn

Ryan

Hello, Mark!

 

This is the basic logic of the system. 



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. 



Best regards,

Anton

It seems this isn't possible yet unfortunately: https://community.creatio.com/questions/how-deactivate-ability-create-n…

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.

Hello,

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.

Best regards,

Yuliya

Hi 

The Application Hub only allows you to create Freedom UI sections. Sections created in the Application Hub that are not supported in Classic UI.

Hi Bogdan, thank you for the response. Therefore, I need to upgrade to Freedom UI in order to create these new sections from the application hub?

Hayley Paul,

The application hub (creating Freedom UI) is already available in your version. 



Please find more information here.

Hi Bogdan,

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?

Hayley Paul,

You can add your new Freedom UI section to any workplace. 

If you have an error while adding please contact support team on this matter. 

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? 

Hayley Paul,

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



Kind regards,

Vladimir

Hello!

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.