Hello!



Can we use Field name or Element code in Freedom UI code?

Or can we give normal name to attributes in designer ?

 

Otherwise code is totaly unreadable 

Thank you!

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I agree. It is the #1 most frustrating thing about using Freedom UI. I spend way too much time trying to figure out the attribute names for columns - I already know the column name, I should be able to use that. I don't know why it doesn't just create the attribute name to match the bound column name (at least for the Primary datasource). 

Here's a scenario I find myself in often: I customize an existing Freedom UI page, such as Cases_FormPage. I need to know the attribute for a column that exists on the base Cases page, such as account. This attribute name cannot be found in my custom version of Cases_FormPage since I didn't add that column to the page, it exists on the base Cases page (since the attribute will only exist in the viewModelConfig of the version of the page that added the field). So now I have to go open the code for the base Cases_FormPage to find what the column's attribute is named there (since it won't exist in my custom Cases_FormPage). All this takes way too much time since I have to do all of this for any column I need to reference in the code. It's aggravating - it was the very first issue I reported about Freedom UI. This will only become more complicated as there becomes more layers to the page in the dependencies. You'll have to search through all the layers to find the one that added the column so you can get what the attribute name is.

I've started using a module that determines the attribute name for a column at runtime, which has been working for most cases so far. See how to get the attribute name for a column here:  https://customerfx.com/article/programmatically-determining-the-bound-a…

I'd at least like to see something built-in that allows you to get/set column values based on the column name (and it figures out the attribute name for you) and allows for stuff like request.$context.setValue("ColumnName", "some value") etc

Ryan

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Hello,

 

is it possible to make some Approvals (set for exact user) available for his manager? For example, when user is on vacation, his manager can approve

 

Thank you!

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Hi Vladimir,

 

All managers in your organization will automatically have full access to the user rights of their subordinates in Creatio.

So it's not necessary to configure delegation.

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Hello,

 

I would like to know if it is possible and how in Freedom UI

1. Filter lookup-fields in editable detail (we have set filters for Modal page of the detail, but in editable detail they don't work)

2. Hide adding new values in lookup in editable detail (it is easy to do for the single field on the page, but cannot find this for field of detail)

3. Make field required (or filtered) based on condition (on other fields in the record. For example, if you select 'Other' in one field, Notes is required)

 

Thank you very much!

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Hello!

 

Unfortunately, there is no opportunity as of now to filter lookup-fields in editable detail. We've registered it in our R&D team backlog for consideration and implementation in future application releases.

 

Regarding your second question, could you please provide a screenshot for a better understanding of the issue?

 

Regarding the third question, unfortunately, there is also no possibility to set up. 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.

Mariia Sorochan,

Thank you for the answer. Do you know when it is planned to be released? 



Kind regards,

Vladimir

Hello!

 

Unfortunately, as for now, we don`t have any ETA for it, but the R&D team is planning it for future application  releases.

Mariia Sorochan,

I would like to second Vladimirs first request. Please bring filtering to editable details lookups again. Makes no sense to remove such a useful feature from the classic UI, and our team needs this feature for a current clients project. 

Please bring it up with the R&D team as soon as possible and let us know. Is there any reason it was removed? Is there any way to achieve the same result in other ways?

Per Näsström,

I think, this is not removed, but just not implemented in Freedom UI yet

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Dear All . In new instalation on server Windows 2022 Creatio version 8.08 I cant login on cratio . On login page doesnt hapen any . In browser console I saw error "Error while sending request 

    response status: 404 (Not Found)

    request url: http://localhost:90/ServiceModel/AuthService.svc/Login

    method: undefined

    request data:" 

Please tell me wher is error seting . I any times see instraction in installation and dont find some inforamtion . 

Thanks a lot .

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Hello,

 

The issue lies within the components. It's necessary to recheck if everything is correctly installed following the article:

https://academy.creatio.com/docs/user/on_site_deployment/application_se…

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In Calendar Synchronization settings it's now possible only to set the Synchronization period to 1 month, 1 week or 2 weeks:

How is it possible to synchronize the calendar for a wider period (for example 6 months)?

Thanks

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Hello Massimiliano,



Unfortunately, 1 month is the maximum period that can be selected. Selecting a longer period affects mailbox synchronization performance, which is why we do not have such an option for synchronization.

Also, according to our usage statistics, old emails (more than 1-month-old) mostly have no business value, so we don't sync them. 



As a workaround, you can either re-forward them to the mailbox and synchronize your mailbox or create an excel file and import the related data to emails using file import.



However, we have already registered the idea for our R&D team to review this logic in future releases.

Mira Dmitruk,

We are using the Creatio calendar sync, but we are not getting notifications for meetings created more than 1 month in the future. Can you please increase the amount of time that the calendar syncs to the future?

Esther M,


Unfortunately, you can select no more than 1 month of synchronization, and it is not possible to increase this period. At the moment, we also have no workarounds to increase the given limit. 

However, a task has already been registered in our R&D team to consider and implement such a feature in future releases. 


Best regards,
Malika

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Hi Team,

 

Scenario:

Currently, when we send outgoing emails from Creatio, they are marked as "not processed" in the CTI panel. This means that agents have to manually click on each outgoing email in the CTI panel and mark it as "processed." This manual step can be time-consuming.

 

Question:

Is there a way we can configure Creatio to automatically mark outgoing emails as "processed" when they are sent? 

 

If such automation is possible, could you please provide guidance on which object reference needs to be considered for the CTI panel? Any insights or best practices in implementing this change would be helpful.

 

Thank you all in advance for your assistance

 

Best Regards,

Mayan

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Hi,

 

Such a task can be accomplished by creating a simple business process.

Information about whether an email has been processed or not is stored in the EmailMessageData table in the IsNeedProceed column.

 

For each email created in the system and stored in the Activity table, we also record information about that email in the related EmailMessageData table.



This table is used to display records in the CTI panel.



Therefore, you need to create a process that triggers whenever a new record is added to the EmailMessageData table, where the Role field is 'From' (indicating sent emails), and where the SyncSessionId is not filled in (this column stores the ID of the session that performed synchronization, indicating that the email was sent directly from the email service and not from Creatio). If you want all emails to have the Proceed value, regardless of where they were sent from, you can skip this filtering step.

 

Afterwards, you should update the IsNeedProceed column to false for this record in the EmailMessageData table.



I hope this answers your questions. Thank you for reaching out!



 

Pavlo Sokil,

Thank you so much. I have made the changes, and it is working as expected.

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Hello,



I've made a page with Creatio Freedom UI and need to be able to have 1 button on the page that both adds a record and then redirects the user to a specific page.  It appears I can only have the button do 1 action or the other (save a record or open a specific page).  To do both actions with one button, I instead tried creating a business process for this.  It's adding the record fine but I am having trouble getting it to open a specific page afterwards.  Opening an edit page and choosing the home page I want the user to be directed to does not work and instead.  I think it's because edit pages on a business process are treated like tasks and are not simply a redirect. 



Should I use a script element instead to redirect the user to a specific page after the record is added in the business process or is there a more simple way to do this?

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This can be done with custom code on the Freedom UI page. You'd need to wire up the button to execute a custom request on the page: 

See https://customerfx.com/article/adding-a-button-to-execute-custom-code-o…

Then, in that custom request, you'd need to first save the page:

See https://customerfx.com/article/saving-a-page-before-some-action-on-a-cr…

And then open the other page: 

See (for opening an add or edit page): https://customerfx.com/article/opening-an-edit-page-to-add-or-edit-a-re…

Or (if the page isn't a record page): https://customerfx.com/article/navigating-to-a-page-via-code-in-a-creat…

Ryan

Ryan Farley, thank you so much for this detailed, thoughtful reply and all the articles you've written!  I was able to get the button to save a record and redirect to the desired page after with custom code. 

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Hello,



I've made a page with Creatio Freedom UI and need to be able to have 1 button on the page that both adds a record and then redirects the user to a specific page.  It appears I can only have the button do 1 action or the other (save a record or open a specific page).  To do both actions with one button, I instead tried creating a business process for this.  It's adding the record fine but I am having trouble getting it to open a specific page afterwards.  Opening an edit page and choosing the home page I want the user to be directed to does not work and instead.  I think it's because edit pages on a business process are treated like tasks and are not simply a redirect. 



Should I use a script element instead to redirect the user to a specific page after the record is added in the business process or is there a more simple way to do this?

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Hello, Team.

 

We have a scenario for performing access rights in the employee section.

Consider the following scenario:

Manager role, This role allows you to view (read and edit) profiles.



Consider the following scenario: we have a Manager user who has access to his own profile.



Now I want to remove his edit rights to his own profile without removing his role access, because the user can see and edit all profiles under this role, but i only want to remove access to his own profile.



Can we get a solution to this? I tried a few scenarios I was familiar with but couldn't find a solution.



Thank you very much.

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Hello,

 

You can change access rights for a specific record and user using the [Change access rights] process element and business processes.

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Is there a way to add Password Reset link to the standard login page (non-portal users)? 

Desired behaviour: User would click the link at login page - if active user, would receive an email to their associated email address with a link to a page to set a new password.

This would be more productive than asking the users to contact the System Admin to reset their password, as the Users could do it themselves without any admin intervention.

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Best reply

Hello,



Unfortunately, at the moment Reset Password link is only available for portal users of the system. We have already started the task of adding such a function for users who log in to the site using the standard login page. A responsible R&D team is working on it.



Thank you for your patience and understanding in this matter.

Hello,



Unfortunately, at the moment Reset Password link is only available for portal users of the system. We have already started the task of adding such a function for users who log in to the site using the standard login page. A responsible R&D team is working on it.



Thank you for your patience and understanding in this matter.

Malika,

Great, thank you.

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