Hi Artem,

Thank you for the detailed and thorough feedback. We appreciate it.

The developer of the Calculated metrics application is yet to improve it. However, the Creatio R&D department has already devised plans to redesign and enhance the charts interfaces in the out-of-the-box Creatio functionality. While I cannot provide you with an approximate release date, we scheduled the first steps in this direction after the 8.1 Creatio release.

Thank you for your answer.  We will be wait the update. We hope than in charts interfaces appear Filters "like Power BI" which help to use universal reports for different directions of analizes: levels (employee/dep/company) , offices, products ect

Hi,

Unfortunately, for now, you cannot create a multi-lookup column on the Freedom UI page. 

We already created a request for our R&D team to add this feature in the future version.

Solved 

Example

new Update(_userConnection, "SysAdminUnit")
					.Set("LDAPElementId", Column.Parameter(null, "Guid"))
				.Where("SynchronizeWithLDAP").IsEqual(Column.Parameter(true));
			int operationsCount = update.Execute();

Hello,

We have already registered it in the backlog of our R&D team to fix this logic in future releases.

Currently, you can only change the version of a case manually in each record separately.

+1 here, it would be great to update all or select opps in batch to switch to new dcm version.

Hello,



Would like to ask if this is possible now?



Thank you

Kalymbet Anastasia,

Any update on this.

At the moment, it is not possible to configure advanced filters in Lookups records.

We have recorded your request and this issue will be considered in as much detail as possible with the prospect of implementation in future versions of the application.

As a workaround, the advanced filter can be configured by the "list" dashboard by selecting the directory object, and in the display parameters select the advanced filter.

Thank you for your appeal and for helping to make our product better!

I do wish we could add dashboard list elements on pages. It would make things easy to display unrelated data on a page and things like pivot tables. However, I don't believe there is anyway to add it to the page that I know of. We usually just create a view, then display the results in a detail on the page instead. For creating a pivot table, Postgresql does have the crosstab function which does this easily - However, that is part of the tablefunc extension, which isn't installed in Creatio postgresql databases - I've never tried to see if it allows you to install extensions like that. See https://stackoverflow.com/questions/3002499/postgresql-crosstab-query/1…

Ryan

Ryan Farley,

We have added widget with list to the page, but it is still displayed like flat list, not pivot... 

That's why I would like to find out if it is possible to make this last step :)

Hello Vladimir,

Did you find a solution ?

Vladimir Sokolov,

Could you please add the steps for adding the list element to a page?

Thanks!

Jacek

You can add this CSS to the opportunity page:

#ConfidenceLevelWidgetContainer .background-container {
    background-color: #9f5989;
}

Result

If you need help with how to add the CSS to the page, see https://customerfx.com/article/adding-custom-css-style-sheets-in-bpmonl…

Ryan

Hi Alexey!



Please tell us more about the issue.

Which steps did you take to transfer data?

Did any common errors occur?

Did the issue occur on a particular step?

Hi Oleksander,

Here is all the information by mistake http://joxi.ru/L21EGgYFV0GbK2

Here is the action itself - create a contact and fill in three fields "Email", "Name", "Account"

http://joxi.ru/DmBBZKktP4d3Bm

http://joxi.ru/8Ankb1yT0y16pr

http://joxi.ru/12M95y0cXkqRv2

http://joxi.ru/n2Y9Xp4cVeGE42

the error is not permanent. When that day or two appears, contacts are not created, and then they are created again, and even when you restart those that have not been completed, they are successfully completed

Вот вся информация по ошибке http://joxi.ru/L21EGgYFV0GbK2

Вот само действие - создать контакт и заполнить три поля "Емейл", "ФИО", "Аккаунт" 

http://joxi.ru/DmBBZKktP4d3Bm

http://joxi.ru/8Ankb1yT0y16pr

http://joxi.ru/12M95y0cXkqRv2

http://joxi.ru/n2Y9Xp4cVeGE42

ошибка не постоянная. Когда появляется то день или два не создаеются контакти, а потом снова создаются и даже когда повторно запускаеш те что не віполнились они успешно выполняются

?

Hi Alexey,

I have forwarded your feedback to the developers in charge. They're working on the further steps now.

We recommend using the "Run business process" event. In that case, Creatio's internal logic will handle creating a record rather than DataService.

Hello Jeremy, 

The column can be deleted directly from the Section Wizard. 



If you have different data on UI and in Section Wizard, for example the column is visible on UI on the page but not available in Section Wizard (or vice versa), you'd need to check the value of the "Current package" system setting and set it to Custom, such issue may occur due to incorrect dependencies of your packages.

The "Custom" package is the very last package in the hierarchy, it "contains the functionality" of all other packages, so the mentioned issue should not occur once it's set as current package.



If the issue persists despite the provided recommendations, please contact the support team at support@creatio.com so we could proceed with investigation.



Best regards,

Anastasiia

Hello Nirupama,

Terrasoft.ViewItemType.HYPERLINK item type also has an addtional property "href" and if it's not filled in by default it's automatically filled in with the base application url (https://somesite.creatio.com). You can also see it when hovering the mouse to the link or copy the link adddress from this element. As a result when you click on the item your custom URL is opened and additionally the default URL of the website.

If it's possible you should try setting your custom URL to the "href" property like:

getCustomURL: function() {
				return "https://www.wikipedia.org/";
			}
...
{
                "operation": "insert",
                "name": "DashboardDetails",
                "values": {
                    "layout": {
                        "colSpan": 7,
                        "rowSpan": 1,
                        "column": 7,
                        "row": 2,
                    },
                    "itemType":Terrasoft.ViewItemType.HYPERLINK,
                    "enabled": true,
                    "caption":"Details",
					"href": {"bindTo": "getCustomURL"}
                },
                "propertyName": "items",
 
                "index": 2
            },

Thanks, Oscar! That works!

As a follow up, is there a way to make the integer value in the above screenshot a hyperlink, so that instead of providing a separate link like "Details", they can on the value and that redirects them to the details page?

Nirupama Mohan Latha,

As for the integer field - I am not sure, but you can try converting it into a string column and add the logic as was described here.

Thank you!