Hello,

 

is it possible to log calls from mobile application? When I click on the 'call' icon and dealer is started with selected number, I need to create a record, that call was done from the mobile

 

Thank you!

Vladimir

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Hello Vladimir,



There is no such option for now.

However, 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.

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Hi everyone,

 

is there any possibility to prefill some of the data when I would like to add a new "next step task" for the account or for the opportunity? I mean, I would like to add a new task, and I don't want to search for the exact opportunity name, if I do it from the opportunity page. 

 

Thanks, Timi

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Hello Timea,

 

You have to set the correct data source. For example, if I will create a new task from the case page and I want to fill in the case automatically:

 

I should set the data source "Activity.Case" for this field: 

Thank you so much for your answer :) 

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Hi Community,

 

I have this business requirement, where I need to calculate my "Monthly Total" field right after I finish loading my form page.

 

These are the formula and fields I want to calculate:

 

var total = (monthlySubTotal - discountAmount) + ((monthlySubTotal - discountAmount) * (taxRate / 100));

 

 

I tried to use "crt.HandleViewModelInitRequest" handler, but it didn't work. Because, the data is not fully loaded.

 

Is there any other handler that I can use, that waits for all the data to be loaded and then calculate my formula?

 

Thanks in advance.

 

Best Regards,

Pedro Pinheiro

 

 

 

 

 

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 Hello. Try this.

{
	request: "crt.HandleViewModelAttributeChangeRequest",
	handler: async (request, next) => {
		if (request.attributeName === "UsrFirstField" || request.attributeName === "UsrSecondField") {
			//recalc
		}
		return next?.handle(request);
	}
}

 

 Hello. Try this.

{
	request: "crt.HandleViewModelAttributeChangeRequest",
	handler: async (request, next) => {
		if (request.attributeName === "UsrFirstField" || request.attributeName === "UsrSecondField") {
			//recalc
		}
		return next?.handle(request);
	}
}

 

Alex Zaslavsky,

 

Thank you for  the reply.

 

I'm using the "crt.HandleViewModelAttributeChangeRequest" handler when a field is being changed.



However, in this situation, the field does not receive any change. For example, the "Tax Rate, %" field has 15.00 as its default value. This does not trigger the "crt.HandleViewModelAttributeChangeRequest" handler. But I need it to calculate the "Monthly Total" field.



After some research, I found the "crt.LoadDataRequest" handler. This handler is executed after all the data has been loaded. So, for the moment, it's working for our requirement.

 

Best Regards,

Pedro Pinheiro

I think your "Tax Rate" field triggers this request, but it's silent.

request.silent

 

Alex Zaslavsky,

 

I've changed the solution and now it's working with the "crt.HandleViewModelAttributeChangeRequest" handler.

 

Thank you.

 

Best Regards,

Pedro Pinheiro

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Hello, How to automatically run a process as soon as a page is opened

 

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Hello,

To achieve your goal, you will need to apply the development.

You can find basic examples for launching the process from the page from our partners CustomerFX:

1) Starting a Process from Client-Side Code on a Creatio Freedom UI Page

2) Programmatically Starting a Process from Client Code in Creatio

Thank you.

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Hi all,



When this page opens, a process runs automatically, and the 'Mandatory Values' field is filled. The 'Mandatory Values' field specifies which fields should be compulsory to fill. Accordingly, based on the values in the 'Mandatory Values' field, I need to make related fields mandatory (required).

For example, if the 'Mandatory Values' field value is 'Package Name, Price,' I need to make the 'Package Name' and 'Price' fields required.

Can I run a function on the client side to make fields compulsory after the automatic process has run?

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Hello,

 

how can I add the multicurrency data to my Opportunity page, like it worked properly in the Classic UI? 

 

For example, I would like to add the Opportunity value in USD, than the system calculate the EUR value, or if I add the value in EUR, the system will calculate the USD value.opps



Thanks, Timea

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Hello,

 

Our R&D team has a task to implement a multicurrency field in Freedom UI in the 8.2 application version.

 

Unfortunately, there are no examples in the documentation or application of implementing it in the current application versions. So please wait until 8.2 when this column will be available out-of-the-box and could be used on the pages.

Thanks for your answer.

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Hello, I have an issue regarding email accounts. We use a shared mailbox for sending automated emails. In Créatio, I had to add my email with my Office 365 account and then add the shared mailbox. The problem is that all automatically sent emails from Créatio using the shared mailbox end up in the "Drafts" folder of my personal mailbox instead of the sent items of the shared mailbox. Do you have any information on this issue?

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We have the same issue, Seems to only happen when there is an attachment or an image in the Email. Went though support many times, and their response is it is how the Exchange Web Services does it and was told to reach out to MS.

keith schmitt, Thank you for your response

Hi,



We have examined the problem and determined that the issue is specifically associated with emails that contain attachments. Mind it, if there's a signature with a photo in the template, it will also be considered an attachment. We would like to explain the email sending process from our system to help you understand the steps involved and how they relate to the problem you are experiencing.



1) Sending Emails Without Attachments:



When you send an email without any attachments, our microservice Email Listener, responsible for sending and synchronizing emails, sends a request to the mail server with the parameter MessageDisposition="SendAndSaveCopy". This request includes information about where (the folder ID) and in which mailbox the mail server should save the email.



It is important to note that the mail server confirms the success of this request without any errors.



2) Sending Emails With Attachments:

The process for sending emails with attachments is more complex and involves multiple steps:



- The system requests to save the email as a draft with the parameter MessageDisposition="SaveOnly".

- Next, the system requests to add attachments to this draft email using the <m:CreateAttachment> operation.

- Finally, the system sends a request to save and send the email, indicating where (the folder ID) and in which mailbox the mail server should save the sent email.



Like the previous case, the mail server confirms the success of all the requests related to this process without errors. 

 

In such cases, we recommend reaching out to the mail server provider or the responsible party for assistance and guidance on troubleshooting the issue further.



Unfortunately, in this case, we do not have specific recommendations on what should be checked because the issue appears to be related to the mail server or mailbox itself. Our role was to send the request to save and send the email, specifying the folder ID and the target mailbox where the mail server should save the sent email. The mail server confirms the success of all the requests related to this process without errors. 



Please note that we already have had experience with the same behaviour in other clients with this type of mailbox, and they were resolved on the level of mailbox configuration. Our recommendation, in this case, is to check the mailbox configuration. You can involve Microsoft's team for better analysis and understanding, as, unfortunately, as this is a third-party solution, we cannot provide you with complete information about Outlook's mailbox configuration.

Hi Matthieu Le Maitre,
 

We are experiencing the same issue for one of our clients. 

Have you or your team found a workaround? Additionally, has adding or removing the mailbox settings resolved anything?
 

Thank you!

Hello, no, I haven't found a solution. We had to create a dedicated email address.

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Hi

Is there a way to only allow certain users the ability to import data by section/object? It seems to me that it is a 'all or nothing', but I want to grant permissions just for one section/object but keep restrictions in for all the others.

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To follow up on this. There is an option on the specific object (under advanced permissions) to allow Export but no option to allow Import. 

To follow up on this. There is an option on the specific object (under advanced permissions) to allow Export but no option to allow Import. 

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Hi,

Is there a way to hide a lookup value within a specific page if that value has already been used on another record? I want to to ensure that a lookup value is not selected more than once. Alternative solution could be stopping the user from selecting it again.

 

thanks

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I have resolved this by creating a column on Look up which gets updated when a record gets added/updated and that lookup values selected/removed. Then used filter to only display values in lookup accordingly.

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Is it possible to set the home page as the default screen that loads for the user after logging into the system?

In the user account settings it is possible to define a home page, but I can select the home page I have defined here. I can select any section from the system, including dahsboards, but not the home page. Do you know a way to solve this issue?

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Hello!

 

The specified field is intended to set a section as the default value for the user.

The home pages are the main places where people enter the workspace.

Perhaps you will find the mentioned article useful for implementation:

https://community.creatio.com/questions/default-page-login

Alona Dolya,

Thank you for your answer. I know the article you linked to and unfortunately it does not answer my question.

In Freedom UI, the home page does not load by default for users after logging into the system. In Freedom UI, after logging in the desktop set in Setup apperance loads by default. However, I need the start pages to load by default in Freedom UI as it was in the standard UI and I don't know how to set it.

Has anyone managed to solve such a problem?

 

Nope, still awaiting for Creatio to provide us the ability to choose the default page in new shell like we used to in classic shell, being forced on desktop view also...

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