We have an object that we no longer need and would like to essentially retire it by hiding it from view of the users across the system, including from object lists they see while creating dashboards. I tried checking off the "Show in advanced mode only" checkbox at the object level thinking this would achieve the desired effect but the change would not take after publishing the object and the checkbox shows as unchecked again.
I have a few questions:
-Is the "Show advanced mode only" checkbox the appropriate and best solution for essentially retiring an object and hiding it from view of users?
-Are there alternative options that would achieve the same effect? I would think changing the object permissions to remove view access from everyone would work.
-Any ideas why the "Show advanced mode only" change wouldn't be taking?
For background, we are on Creatio 8.0.6 with an on-prem instance.
We recommend using the "Show advanced mode only" option for essentially retiring an object.
Unfortunately, there are currently no other alternatives to this functionality.
Regarding your issue with the checkbox not being ticked:
We have tested this logic and unfortunately could not reproduce it on the version in question. As this is a point case, we need to analyse the issue in more detail to provide a solution. To do this, we ask you to contact our technical support team at support@creatio.com.
On normal fields, it's easy to deactivate the ability to create new records for a specific field on a page. But when adding a list pointing to another object, I have not seen the ability to do so .
Am I missing a parameter option or it is not yet possible ?
Unfortunately, as of now, there is no such possibility.
Thank you so much for your idea. We've registered it in our R&D team backlog for consideration and implementation in future application releases. Thank you for helping us to improve our product.
Do you have any guide in the academy to fix this in coding in the meantime ? Because it is an issue that was not existent in Classic UI Details and is quite an issue reported by all our clients....
Seems like you might want a grid container (Area from the Layout Elements section of the page designer) within that flex container? These would keep the relative sizes of the 2 fields proportionally the same through resizing. For example, below I added a grid container with 6 columns to the flex container, and set the width of the first field to 4 columns (by clicking & dragging the resizer on it) and the width of the second to 2 columns. Number of columns can be adjusted to allow you to get the ratio you want:
Seems like you might want a grid container (Area from the Layout Elements section of the page designer) within that flex container? These would keep the relative sizes of the 2 fields proportionally the same through resizing. For example, below I added a grid container with 6 columns to the flex container, and set the width of the first field to 4 columns (by clicking & dragging the resizer on it) and the width of the second to 2 columns. Number of columns can be adjusted to allow you to get the ratio you want:
I'm getting below error while installing "SMPageRefresh",
The INSERT statement conflicted with the FOREIGN KEY constraint "FKYru8eiQRBeFoEfawvRwKSlCy2o". The conflict occurred in database "SaEENU_5379138_0529", table "dbo.SysCulture", column 'Id'.
I have a problem with the new open Activity in an already created Lead.
I create a new lead, I add an activity on that lead and after that, I change the owner of the Lead. Unfortunately the activity owner changes too.
I want to know if it's a core functionality that changes the owner of the activity after I change the owner of it's Lead and if so, how can I deactivate it?
According to the requirement, I have made inactive stages in Opportunities that are not in use. So, in normal filtering, they are not visible, but I can still see them in advanced filter mode and on dashboards. Since these stages were used in the past, I'm not going to delete them. Please let me know how I can hide inactive stages in the mentioned places?
I have created a detail and now I wanted to convert the detail into an editable list. The option that is provided in the detail setup is disabled. Then I added the required code in the client module. The detail has been converted to editable list but when I click on the record it is throwing the following error.
The details regarding the issue are attached below.
Could you let me know how can I convert an already existing detail to an editable one?
is it possible to set timezone for date/time field?
By default Creatio displays date/time in current user timezone, but we need to display timezone and date/time in that timezone. And have these columns in the list as well.
If I understood your request correctly, you'd like to implement the functionality close to real time time zone convertor.
Unfortunately, such implementation is not possible using basic system tools, but we've registered a corresponding query for our R&D team to consider adding such functionality in the upcoming versions of the system.
I would also suggest to check the below article, it won't cover your business task fully, but could be helpful:
Approvals have the same access set up as any other object in the system. If you want to specify who can and who cannot see approvals go to the "Object permissions" section and specify roles for record permissions for Contract Approvals object:
Hi all! please tell me which application helps with renaming printed forms. For example, I want the name of a Word document (invoice) to change to invoice number + client? Previously, such an application was on the marketplace. Perhaps now this can be done in the system itself? Thank you in advance
Unfortunately, at the moment it is not possible to set up dynamic name change by a print form in the system with basic tools.
However, a task has already been registered in our R&D team to consider and implement such a feature in future releases. In case you would like to check what stage this task is at, I am sending you the task number: PR-4191. Feel free to share this number with us at any time and ask your questions.
