Hi, I've searched and found this post - https://community.creatio.com/questions/how-can-i-manage-my-sale-teams-kpi-creatio-sale which was in March 2022, over 2 years ago "As for target KPI, at the moment there is no corresponding functionality to setup constant numbers in Dashboard section. Our R&D team works on implementing such tool in future releases."

 

Is there any update on this? 

 

It would be very, very beneficial to be able to set a target/constant number to compare against for a variety of metrics. Such as Total Number of Calls / Target Number and I get a percentage or Total Number of Appointments / Target Number and get a percentage. 

 

I know that you can manually do this with a gauge but it doesn't provide a percentage and is very limited.

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You can do this using the format options for a metric. Steps are: 

  1. Set up a metric that would return no results (like Contact where Id is not filled in)
  2. Click the format options. Enter your static number in the Text field. If this is a Freedom UI metric, change Text Position to before and after value

The end result: 

However, this sort of thing is better (IMO) to add to a table (such as a lookup or system setting). Then just have the metric display the max from that field (which would just display that same value since there would be only one number, which would be the max). This allows you to adjust the value there, rather than edit dashboards where used.

Ryan

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I need to open a lookup page for editing when a button is clicked, But l can't find the way to get a direct link (url) to a lookup page (in a classic view)

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Hi,
 

Unfortunately, this is not possible  to open the directory content without context, as the lookup does not have a separate link; the content of the lookup is dynamically generated by the code based on the context of the specific lookup after it is clicked.
 

Therefore, the page will always be the same, but the content will depend on which lookup you clicked on in the lookup section.


 

As a workaround, you can create sections for the required lookups and generate a link to the section pages.

Best regards,
Pavlo!

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Hi,

 

as I read in Academy (https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…):

"Display the index of posts and comments that mention the current user or those to which the user is subscribed."

Actually when we don't use subscription (delete all records from 'Follow' object), mentioned posts are not displayed either. 
Besides, we would like to display there posts of current user.

Is it possible to make such modification?

Kind regards,
Vladimir

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Hi,

 

We noticed that you have already contacted Creatio support regarding this issue. 

We will analyze this business case in detail and provide you with possible solutions within the case.

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Hello Community,

 

    I want to display Process Execution custom message on the UI while process in running status. 
    
    How can I display this message using a popup, similar to the one shown in the image below?

 

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If you want to display toast messages from a process, you'll need to (1) have a script task in the process that sends the message to the UI and (2) code on the front end that receives the message and displays the toast message. 

For sending the messasge from the process to the UI, see https://customerfx.com/article/sending-a-message-from-server-side-c-to-client-side-javascript-in-bpmonline/

For the toast you can see that here https://customerfx.com/article/displaying-toast-message-popups-from-creatio-freedom-ui-pages/

Ryan

If you want to display toast messages from a process, you'll need to (1) have a script task in the process that sends the message to the UI and (2) code on the front end that receives the message and displays the toast message. 

For sending the messasge from the process to the UI, see https://customerfx.com/article/sending-a-message-from-server-side-c-to-client-side-javascript-in-bpmonline/

For the toast you can see that here https://customerfx.com/article/displaying-toast-message-popups-from-creatio-freedom-ui-pages/

Ryan

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Hello Community,

 

                  I’ve built a custom page in Freedom UI to display my data in both List View and Calendar View. I implemented the logic in `SCHEMA_HANDLERS` and used `crt.LoadDataRequest` to toggle between the views. The logic works fine when switching to Calendar View for the first time.

 

                              

                              

Issue: 
1] When switching from Calendar View to List View and then back to Calendar View, the data disappears.

I have to refresh the page to make the data reappear in the Calendar.

 

Regards,

Ajay Kuthe

 

 

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Hello,

 

Please describe in detail how exactly this was implemented and provide screenshots of this button's settings.

Mira Dmitruk,

 

I used the 'Refresh data' action to trigger the 'crt.LoadDataRequest' and control the visibility of elements to switch between views (Calender and List).

Button Config

#Code Logic in Handler

handlers: /**SCHEMA_HANDLERS*/[{
    request: "crt.LoadDataRequest",
    handler: async (request, next) => {

 

// Check if the data source name is "ListOrCalenderView"
if (request.dataSourceName === "ListOrCalenderView") {

   // Retrieve the current view mode (Calendar or List)
   const IsCalenderView = await request.$context.IsCalenderView;

   // If the current view is not Calendar (i.e., it's List View)
   if (IsCalenderView === false) {
       // Set the Button caption to "List View"
       request.$context.ListOrCalenderView_caption = "List View";
       request.$context.IsCalenderView = true;
 // Set the ListView flag to false since we are now in Calendar view
       request.$context.IsListView = false;

   } else {
  // If the current view is Calendar, switch to List View
  request.$context.ListOrCalenderView_caption = "Calender View";   request.$context.IsCalenderView = false;
  request.$context.IsListView = true;

 }

}

 

Regards,

Ajay K
 

Mira Dmitruk,

Do you have any alternative solutions besides switching between List and Calendar views?

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I want to see if any opportunity changed to a stage in the previous week. I think the setting I have shows what the current stage the opportunity was in.  I need it to show if it ever changed to that stage during that timeframe

 

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You could create a date field and populate it automatically in a business process when the opportunity stage changes. That way you will have the exact date it was updated. Depending on requirements you could do this for each stage

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Hi There,

 

is it possible to configure the Timer Component, so it displays in days, weeks, months instead of hrs & minutes? 

i.e to count down 12month of a product warranty or to count up how long a warranty claim has been open.

 

thanks!

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The timer will adjust to the units that makes the most sense for the time period. I have a timer component that is set as a "Count up timer" using the time since a case was created. If the time period is short it displays hours and minutes.

If the time period is long it automatically switches to months & days:

Ryan

The timer will adjust to the units that makes the most sense for the time period. I have a timer component that is set as a "Count up timer" using the time since a case was created. If the time period is short it displays hours and minutes.

If the time period is long it automatically switches to months & days:

Ryan

Ryan Farley,

Thank you Ryan, that's great! I have been hesistant to adding this, as it didn't make sense displaying in Hrs/Min. :)

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Як створити звіт fastreport у версії 8.1.4? Є багато готових звітів і потрібно ще один зробити, але таку можливість забрали

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Розібрався. 

  1. 1. Потрібно створити пусту строку в таблиці FastReportTemplate
  2. 2. Новий запис в таблиці FastReportDataSource
  3. 3. Запис в SysModuleReport
  4. 4. Запис в SysModuleAnalyticsReport
  5. 5. звіт можна відкрити в сторінці "Налаштування звіту" і продовжити роботу
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Hello Community,

 

I have created a custom page as shown below and added a button to the top bar.

 

When adding a new record, I want to hide the 'Add to Timesheet' button.

 

I want to learn, how to define the method and Method Calling in UsrTasks_FormPage in schema Designer.

UsrTasks_FormPage  Schema:

 

define("UsrTasks_FormPage", /**SCHEMA_DEPS*/[]/**SCHEMA_DEPS*/, function/**SCHEMA_ARGS*/()/**SCHEMA_ARGS*/ {
 
    var IsVisible = function() {
        //Logic is to Hide the Button on New Reacord Creation
    };
    return {
     viewConfigDiff: /**SCHEMA_VIEW_CONFIG_DIFF*/[
                   {
                "operation": "insert",
                "name": "AddToTimesheet",
                "values": {
                    "type": "crt.Button",
                    "caption": "#ResourceString(AddToTimesheet_caption)#",
                    "color": "primary",
                    "disabled": false,
                    "size": "large",
                    "iconPosition": "only-text",
                    "visible": { bindTo:  "IsVisible" },
                    "clicked": {
                        "request": "crt.CreateRecordRequest",
                        "params": {
                            "entityName": "UsrTimesheet",
                            "defaultValues": [
                                {
                                    "attributeName": "UsrProject",
                                    "value": "$PDS_UsrProject_yuj01i4"
                                },
                                {
                                    "attributeName": "UsrTask",
                                    "value": "$Id"
                                }
                            ]
                        }
                    },
                    "clickMode": "default"
                },
                "parentName": "ActionButtonsContainer",
                "propertyName": "items",
                "index": 0
            }
     ]/**SCHEMA_VIEW_CONFIG_DIFF*/,
        viewModelConfigDiff: /**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/[]/**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/,
        modelConfigDiff: /**SCHEMA_MODEL_CONFIG_DIFF*/[]/**SCHEMA_MODEL_CONFIG_DIFF*/,
        handlers: /**SCHEMA_HANDLERS*/[]/**SCHEMA_HANDLERS*/,
        converters: /**SCHEMA_CONVERTERS*/{}/**SCHEMA_CONVERTERS*/,
        validators: /**SCHEMA_VALIDATORS*/{}/**SCHEMA_VALIDATORS*/
    };
});

 

 

Regards,

Ajay K

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If you're wanting to wire up code to run when the button in clicked, see this article: https://customerfx.com/article/adding-a-button-to-execute-custom-code-on-a-creatio-freedom-ui-page/

As for the visible property, using {bindTo: "something"} doesn't work for Freedom UI pages (that is for classic). Instead you'd add an attribute and bind it using "$AttributeName", then set that attribute elsewhere like in the model init request. 

Using attributes: https://customerfx.com/article/using-custom-attributes-on-a-creatio-freedom-ui-page/

Using the model init handler: https://customerfx.com/article/waiting-for-model-to-be-ready-and-loaded-in-the-crt-handleviewmodelinitrequest-on-creatio-freedom-ui-pages/

This article shows how to make something visible or not based on if the user is a member of a role: https://customerfx.com/article/showing-or-hiding-a-field-if-the-current…

Ryan

You can choose the visibility to "visible": { bindTo:  "IsVisible" } and add the conditions if needed:

isVisible: function() {
             if ( ---- )  
                     return true;
             return false;
}
 
OR
 
showButton: function() {
			this.callParent();
			this.set("isVisible", false);
			},

Best regards, Anhelina!

Anhelina,

Could you please clarify how to define the function in the schema?  

Is there any reference how to define the Functions in "ClientUnitSchemaDesigner". 

If you're wanting to wire up code to run when the button in clicked, see this article: https://customerfx.com/article/adding-a-button-to-execute-custom-code-on-a-creatio-freedom-ui-page/

As for the visible property, using {bindTo: "something"} doesn't work for Freedom UI pages (that is for classic). Instead you'd add an attribute and bind it using "$AttributeName", then set that attribute elsewhere like in the model init request. 

Using attributes: https://customerfx.com/article/using-custom-attributes-on-a-creatio-freedom-ui-page/

Using the model init handler: https://customerfx.com/article/waiting-for-model-to-be-ready-and-loaded-in-the-crt-handleviewmodelinitrequest-on-creatio-freedom-ui-pages/

This article shows how to make something visible or not based on if the user is a member of a role: https://customerfx.com/article/showing-or-hiding-a-field-if-the-current…

Ryan

Ajay,

Ryan is right. Suggested method works for ClassicUI but doesn't work with Freedom UI. The way to use visible property has changed. You can check the instructions from the Academy "Hide the feature on a page behind access permissions"

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Hi! How to place a button at dashboard section ? I know there is an article 
https://academy.creatio.com/docs/developer/interface_elements/record_page/button/overview
but there is no information about dashboard section containers.

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Hello,

You can use this instruction: https://academy.creatio.com/docs/developer/interface_elements/record_page/button/overview to add the necessary button to any section. If you have a Freedom UI, you can use the Button component for dashboards using this article: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/UI-designer#title-2230-17.

 

Malika,

as I said in the post, this article does not answer my question, there is no container for the dashboard section

Andrii Herbshtasov,

Unfortunately, there is no way to implement the button in the dashboard section. 

As a workaround you can create a custom page in FreedomUI by no-code methods and add a Button with all needed dashboards.

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