Hi Team,

 

The query is related to viewing records in the mobile application. By default, when we open a section in the Creatio mobile app, the listing page is empty, with a note to search for specific conditions to display records.

 

 

Is there an option to set a default folder from the already available saved folders for the section in the web app to be used as the default folder/condition for listing records as soon as the section is opened in the mobile application? Later, if users wish to change the filter, they can do so by selecting a different folder instead of viewing empty records in the list. For example, is it possible to display records for which the user has access? How can this be achieved? Are there any code samples available if code needs to be written, and if it's a configuration, how can we configure it for the mobile app?"

 

Thanks for the help in advance!

 

Regards,

Mayan

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Hello,

 

Please feel free to use the resolution from this article:  https://community.creatio.com/articles/setting-filter-mobile-application

Also, in case you want the assignee to be "current user" you may be interested in this answer: https://community.creatio.com/questions/get-current-user-contact-mobile

 

Thanks Bogdan,

 

If I log in to an instance as a regular user and not as a supervisor in web isntancce, by default, it lists all the records in a section for which the user has access, irrespective of whether they are the owner or assignee. This happens because the user has access, and the user's name is not available in any of the fields in the record, such as the owner field or assignee field. The record is shown because the user has access to it.

 

The same functionality needs to be achieved in the mobile app. However, here, we need to add a filter condition. For the scenario described above, we need to specify a reference field. If we set the owner field to the current user, it will list only the records where the user's name is linked to the owner field. But what about the records that the user has access to but does not own? How do we achieve this in the mobile application?

Thanks Bogdan, but can you help for the below scenario:

 

If I log in to an instance as a regular user and not as a supervisor, by default, it lists all the records in a section for which the user has access, irrespective of whether they are the owner or assignee. This happens because the user has access, and the user's name is not available in any of the fields in the record, such as the owner field or assignee field. The record is shown because the user has access to it.

 

The same functionality needs to be achieved in the mobile app. However, here, we need to add a filter condition. For the scenario described above, we need to specify a reference field. If we set the owner field to the current user, it will list only the records where the user's name is linked to the owner field. But what about the records that the user has access to but does not own? How do we achieve this in the mobile application?

 

Regards,

Mayan

Hello Mayan,

You can use this method to display all data:

Enter link [NameOfYourWebSite] .creatio.com/0/Features, search for UseMobileSearchOnlyInSections on this page. Uncheck all the boxes as you see in the image:

At this stage you can see all records in the mobile app.

Next you can use an article from Bogdan’s link to add filters if needed. Also I can recommend you one No-code way of filtering:

  1. System designer -> Mobile application wizard -> Needed workplace
  2. Find needed page (for example Order) and set the default filter. It will be impossible to get data in a mobile app which does not match the criteria of this filter

Best regards, Anhelina!

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Hi everyone,

When generating a printable report instead of generating reports for all records related to a particular contact, I want to generate reports for selected records only. How can I do this?

Thanks in advance.

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Hello Abhishek,



If you want to generate a report for selected records only, you should use multi select option:

 

Hello Bogdan,

We have added a  detail named "Display Images," as shown in the attached image. We tried to use the multi-select option, but it is still generating for all records instead of only the selected record.

Abhishek,

 

Unfortunately, there is no such possibility for now.

 

Please note that our R&D team is aware of this expected Printables behavior and the Idea from our customers that the Printables should Print not only Sections but Details as well.

 

Bogdan,

Is there any update on this issue , we also wanted to print selected record from detail into a single printable report

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Hello,

i made a module, in freedom-ui mode, to display custom content in Accounts_FormPage. The module init is triggered with crt.HandleViewModelInitRequest handler.



here is the useful module code :

/* AMD module declaration. */
// jshint esversion: 11
define("UsrAccountHistoriqueProduit", ["@creatio-devkit/common"], function(sdk) {
    //
    return {
        //**--------------------------------- Init module -------------------------------**/
        onInitialized: async function($context) {
            const idAccount = await $context.Id;
            const my = this;
            
            /* Declare the class. */
            class UsrAccountHistoriqueProduit extends HTMLElement  {
                constructor(args) {
                    super();
                    this.displaycontent();
                }
                async displaycontent() {
                    var shadowDom = this.attachShadow({mode: 'open'});
                    shadowDom.innerHTML = "";
                    
                    const html = await my.statsOrderProduct(idAccount);
                    shadowDom.innerHTML = html;        
                }
            }

            /* Register the component. */
            customElements.define('usr-historiqueproduit-view-element', UsrAccountHistoriqueProduit);

            /* Register the web component as a view element. */
            sdk.registerViewElement({
                type: 'usr.CustomViewElement',
                selector: 'usr-historiqueproduit-view-element'
            });

        },
...

It works fine at load of the page, then when viewing a second account, i have this error message : 

ERROR DOMException: Failed to execute 'define' on 'CustomElementRegistry':
the name "usr-historiqueproduit-view-element" has already been used with this registry



i think i can clean up the registered viewElement with the crt.HandleViewModelDestroyRequest handler, but i did not found cleaning method in the sdk objet.

 

How should it be done please ?

 

best regards,

Patrice

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Hi Patrice,

 

This error message occurs since the element with "usr-historiqueproduit-view-element" selector was already registered upon first init:

sdk.registerViewElement({
                type: 'usr.CustomViewElement',
                selector: 'usr-historiqueproduit-view-element'
            });

In your onEnityInitialized you need to add additional check if the element was registered in DOM or not (for example as proposed here) and as a result of this check perform registration or not.

Hi Patrice,

 

This error message occurs since the element with "usr-historiqueproduit-view-element" selector was already registered upon first init:

sdk.registerViewElement({
                type: 'usr.CustomViewElement',
                selector: 'usr-historiqueproduit-view-element'
            });

In your onEnityInitialized you need to add additional check if the element was registered in DOM or not (for example as proposed here) and as a result of this check perform registration or not.

Thanks Oleg,

i was not aware of the CustomElementRegistry api, i thaught it was a Creatio thing.

Now i know where the documentation is ! (mozilla.org)

 

Best regards,

Patrice

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Dear mates,

We are adding to Creatio, our contacts from marketplaces with oData.

We are facing the following issue :

data are well integrated into Creatio, but if we look at the contact sheet, in the area on the top left, the telephone professional is not indicated even though it is present in the contact's communications fields. So in the contact details of the account, we do not directly see the contact's telephone number.

 

How can we add the phone to the contacts left panel in order to see the contact's telephone number directly on the accounts page ?

Thank you !

Nicolas

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Hello,



It`s seems to be an issue that our support should take a look. Please send us an email at support@creatio.com



Best regards,

Serhii

 

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Dear mates,

i have installed the application "Conducting surveys for Creatio".

when i go to the Interviews edit page of the section wizard, i get the following error :

Page contains items with the same name in the schema source code in different containers. Changes of these items may be applied incorrectly. It can be fixed in the source code.
 
 
The name "undefined" is used by:
- The item with path CardContentWrapper.CardContentContainer.HeaderContainer.Header.GlbQuestionnaireType.undefined
- The item with path CardContentWrapper.CardContentContainer.HeaderContainer.Header.GlbQuestionnaireType.undefined.undefined
- The item with path CardContentWrapper.CardContentContainer.HeaderContainer.Header.GlbQuestionnaire.undefined
- The item with path CardContentWrapper.CardContentContainer.HeaderContainer.Header.GlbQuestionnaire.undefined.undefined
The name "converter" is used by:
- The item with path CardContentWrapper.CardContentContainer.HeaderContainer.Header.GlbQuestionnaireType.undefined.undefined.converter
- The item with path CardContentWrapper.CardContentContainer.HeaderContainer.Header.GlbQuestionnaire.undefined.undefined.converter

how can i fix this issue ?

Thank you !

Nico

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i created two custom objects for GlbQuestionnaire and GlbQuestionnaireType but the error still appears

LÉZORAY Nicolas,

 

Hello,

 

The developer has published a new version of the add-on with fixes for these errors. Please install the latest version via the link and ensure that everything works as expected.

 

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Hello,



In Classic UI we have used related object fields for business rules

How can we do the same in Freedom UI?

 

Thank you!

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@Damien, is this link now offline for you also? Can’t seem to access it! Anything in the roadmap with regards to improved analytics/excel reporting by any chance?!

Hello,

 

Linking a column filter of the current object with another unrelated object is currently not possible. We only operate on the object and its own columns (including columns through direct relationships). 

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Hello,

After setting mandatory field for account on form page : street, zip code, city  (see screenshot). I am facing issue creating a new account, after saving it Iget an error message on the mini page bacause of those mandatory fields. I would avoid to add this mandatory on the mini page. Do you have an idea how we can solve the issue?

 

BR

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What you need to do is *not* set required on the field itself. This makes it required in all cases. Instead, leave required unchecked and add a business rule on the full page to make the field required. This way, it won't be required on the mini page, but it will be required on the full page.

Ryan

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Hi,

 

I have read all documentation on lead channel vs lead source but am still unsure how I should use them.

 

Can someone that is gathering leads from a trade show tell me how they use these categories? Would the channel be 'Trade Show' and the Source be the name of the trade show? Or do you use other fields, such as 'Event' for the name of the trade show?

 

We want to track our leads for every specific trade show and conference we attend.

 

Thanks in advance

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Hello,

 

There are several ways to transfer leads to Creatio. 

1)create lead manually

2)from bulk emails

3) create a lead from the landing page

The way you describe it is for working with a landing page. 

The [ Landing pages and web forms ] section is used to set up integration between Creatio and web forms on your websites. As a result, each time an integrated web form is submitted, a new record is automatically created in Creatio using data from the submitted form. Landing page integration can be used for generating leads, adding customers to event participants, automatic order registration, and more. 

The main idea of Lead channel and source is tracking from which website leads come to our system.

The channel field contains information about the type of web resource from which this lead came (for example social network). The source contains information about the name of the web resource from which the lead came. Creatio uses UTM marks to track lead generation channels. They help to analyze which resource leads come from. More information about in this article: https://academy.creatio.com/docs/8-0/user/marketing_tools/website_track…

More information about how to work with Lead channel and source can be found at the link:https://academy.creatio.com/docs/8-0/user/marketing_tools/website_track…

Viktoriia Hrynchuk,

 thanks for the reply. My question is more geared towards adding a lead manually that we get at an in person trade show. We have decided to use 'Event' as the Channel and then create an Event for each specific trade show to connect the leads to that event.



Ex.

Channel  = Event

Event = Waste Expo 2023



Thanks again for the reply.

Hello,

 

Yes, you can use the Event as Chanel, but after you register the lead you need to manually import it to the necessary event.

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Hello community,

I have a requirement to add a button in ShellHeaderToolbar in the MainShell. I tried adding a button but was not successful as ShellHeaderToolbar is not of container type. Is there any workaround for this?

Regards,

Pavan Manne

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I did this in my Recently Viewed Records add-on in the marketplace, it wasn't easy and took a bit of a hack. You'll need to override the MainShell  and what I ended up doing is add a button into the shell that I move at runtime into the ShellHeaderToolbar. Feel free to look at the source of that add-on to see what I am doing to accomplish this. Ideally, it would be great if that were a container and you could add items to it, but sadly not the case.

Ryan

I did this in my Recently Viewed Records add-on in the marketplace, it wasn't easy and took a bit of a hack. You'll need to override the MainShell  and what I ended up doing is add a button into the shell that I move at runtime into the ShellHeaderToolbar. Feel free to look at the source of that add-on to see what I am doing to accomplish this. Ideally, it would be great if that were a container and you could add items to it, but sadly not the case.

Ryan

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Hi all,

Can anyone tell me how I can add an image from the Image field in the message template.

Thanks in advance

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Hello,

 

Unfortunately, the logic of inserting an image through a macro into a letter template is not implemented in Creatio.

I am broadcasting your wish to the development team to consider the possibility of adding similar logic in future versions.

 

Ok thanks

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