Hi Community,

I'm working with Creatio Freedom UI and I need to embed a custom HTML layout along with some JavaScript logic (e.g., loading an external widget) into a page.

I’m looking for a proper way to add both:

  • Custom HTML code,

    .......

    </head>
    <body>
        <div style="width: 100%;">
            <div id="xyz1"></div>
            <div id="xyz2">
                <div style="width: 100%;">
                    <div id="queryBox" style="width: 100%;"></div>
                </div>
            <div  id="xyz3"></div>
            </div>
        </div>
    </body>
    </html>

  • External or inline JavaScript code (e.g., via <script> tags)

I've tried using custom components and inserting HTML using JavaScript (e.g., innerHTML), but I'm unsure if this is the recommended approach or if there's a native method provided by Creatio.

Could someone please guide me on:

  • The best practice for injecting HTML/JS into Freedom UI pages
  • Whether I can safely reference external JS/CSS (like from a CDN)
  • Any Creatio-supported way to dynamically render and control such elements

Thanks in advance! 
Any documentation links or working examples would be really helpful.

Regards,

Ajay Kuthe

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Best reply

Creatio does allow you to create your own custom UI components that you can add to the UI and even handle requests, read data, bind properties, etc. Documentation here on creating custom components: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/category/freedom-ui-component

Video tutorial here: https://www.youtube.com/watch?v=CE5uETqTsyQ&list=PLnolcTT5TeE2BMFf_XmJrSwpnbcLCLJkb

A simple approach (with limited capabilities compared to creating a full control) can be seen here: https://customerfx.com/article/embedding-an-iframe-on-a-creatio-freedom-ui-page/ (you could use this approach to render any HTML, not just an IFRAME as the article shows)

Ryan

Creatio does allow you to create your own custom UI components that you can add to the UI and even handle requests, read data, bind properties, etc. Documentation here on creating custom components: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/category/freedom-ui-component

Video tutorial here: https://www.youtube.com/watch?v=CE5uETqTsyQ&list=PLnolcTT5TeE2BMFf_XmJrSwpnbcLCLJkb

A simple approach (with limited capabilities compared to creating a full control) can be seen here: https://customerfx.com/article/embedding-an-iframe-on-a-creatio-freedom-ui-page/ (you could use this approach to render any HTML, not just an IFRAME as the article shows)

Ryan

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I have a business process which automatically creates a new feed record within a specific channel and I want to notify ALL users every time this is done. From what I can see the add notification only allows to send to one contact?

 

 

 


 

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could not find a way to do this so just created a business process that basically just looped round and sent one at a time to each contact. Not ideal if you have lots of users but worked ok with the number I had

could not find a way to do this so just created a business process that basically just looped round and sent one at a time to each contact. Not ideal if you have lots of users but worked ok with the number I had

Hello,

Unfortunately, this type of process cannot be implemented using out-of-the-box tools. It requires additional development effort. To achieve the desired functionality, you would need to use a Script Task element within the business process and implement custom code that sends notifications to all users.

Please note that the development team already has a task to enhance and expand this functionality in future releases. However, as this feature is still in the development and testing phase, we are currently unable to provide an estimated timeline for its availability.

Best regards,
Antonii.

Antonii Viazovskyi,

Hi Antonii, 

Just checking in—are there any updates on the feature for publishing feed notifications to all users? I need to enable this as soon as possible.

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Dear,
I made a forecast on the products ordered by customers in order to obtain the total quantities per product ordered over several years and by year.
Now I would like to display this data on the account page as a table filtered by account.
Is it possible to access the forecast tables and display filtered data (by account) ?

Thank you,
Nicolas

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Dear Nicolas,

You can implement this logic in Freedom UI pages using "Apply filter by page data". 


Below, you can see an example of this binding using "Case Lifecycle" list as an example:

image.png

Here is a link on how to set this up: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/element-setup-examples/components/set-up-list-components#title-2761-2 

I hope this helps. Have a great day!

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Hello,

Could I get some help understanding or directing me to an article that thoroughly explains the lookup titled "Package in installed application?"

What does the "Primary" check box do? What does the "Current package" check box do?

Can a package be named in more than one row, aka, more than one application?

I cannot locate an academy article explaining this function.

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Dear,

On freedom, we can't delete feeds that aren't ours, even if we're an administrator.
Can we change this behaviour?
Administrators should be able to delete feeds even if they're not their own.
Is this possible?

Thank you!

Nicolas

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Hello!

 

Unfortunately, by default, this functionality cannot be implemented due to the core logic of the application’s configuration.

 

When working with the Feed tab, you are interacting with a system object governed by predefined rules. According to these rules, only the user who created the post (the Owner) has the ability to delete (Remove) or edit (Edit) it, just like with other system objects. 

 

However, we have forwarded your suggestion to our development team for review, and they will explore the possibility of implementing such a feature in future releases.

 

Thank you for helping us improve Creatio!

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Dear,

On our development environment, when I add a feed to a page, for example on the account page, the feed automatically appears on the Feed tab of another user connected to the environment.
However, in production the feed doesn't appear, I have to exit the account page and reopen it to see the feed.
How can I get the feed to appear automatically in production?

Thank you !

Nicolas

 

 

 

 

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Hello,
 

Live date update is only available on Freedom UI feed pages, and it works based on a web socket connection.
 

We recommend that you make sure that both sites use the Freedom UI account page.
 

And also make sure that web sockets are configured correctly for the production site.
 

More information can be found in the article on our academy.
 

If everything is configured correctly, but the feed does not update automatically without refreshing the page, we recommend contacting our support team - support@creatio.com
 

Thank you for contacting us!

Hello Pvalo,
I didn't explain my problem well.
On our production environment, if two users are logged in to the same Account page in Classic UI, then if a feed is posted on one page, it automatically appears on the other user's page. 
If both users are on Freedom, you must reload the Account page to see the posted feed.

But on our DEV environment, it works in both cases, feeds always appears automatically.
Do I have a configuration problem or is this the normal way of working?

Thank you !

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Good day,
Are there any plans to add built-in excel reporting feature to creatio? Using the marketplace addon "Excel reports builder for Creatio" doesnt support all the features our users require, some native solution would be great. Could you please share if there are any plans moving in this direction?

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Hello,

 

Unfortunately, at the moment, there is no such feature as you described.

 

We've registered this idea in our R&D team backlog for consideration and implementation in future application releases. Thank you for helping us to improve our product.

 

Have a nice day!

 

 

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Dear,

 

I would like to filter activities in the timeline by activity category :

do not display activities if their category corresponds to a given value.

 

I haven't found any articles or requests in the community to do this. I can not find where to apply this filter on the timeline object.

 

Thank you !

Nicolas

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Dear,

 

Thank you for reaching out to us.

 

Unfortunately, in the current system configuration, such an option for advanced filters is not available for the Timeline.

 

However, we have submitted a request to our R&D team to explore the possibility of implementing this feature in future versions of the system.

 

Please let us know if you have other questions.

 

Have a nice day!

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We are currently in the process of setting up UTM Parametes and have successfully configured UTM parameters in the lead channel, lead source, and lead source URL lookup in Creatio. However, we are still facing issues with tracking leads effectively.

 

Could you kindly assist us by reviewing our current configuration to ensure that everything is set up correctly? We would greatly appreciate your support in making sure that lead tracking is working as expected.

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Hello,

Can you send here some screenshots of your settings, so we are able to check whether everything is correct?

Sure. Here are the screenshot of Lookup setting that I did for UTM.

Devarshee Solanki,

 

Malika,

I have shared Screenshots. Can you please have alook

Devarshee Solanki,

 

Hello,

 

In order to proceed further, we would need access to the site. Please reach out to support@creatio.com, and provide us with the following details:

  • - Lead example
  • - Lead source
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What is the best way to stop a detail record from being created once the status of a field in the parent object is not a certain value. Example - Stop 'Order Line' from being created when the 'Order' status is not 'Draft'

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Approach 1 would be to implement this as an entity event listener. It could listen for any record save and validate, then throw an error if it's not valid (the thrown error would display for the user in the app). See https://customerfx.com/article/adding-code-to-listen-for-entity-events-in-creatio/

Approach 2 would be to implement this in the save request (assuming this is a freedom ui page). See https://customerfx.com/article/adding-code-to-the-save-event-of-a-creatio-freedom-ui-page/ The request could check the values and if not passed return false (instead of return next.handle(request)) - this approach would still allow invalid records to be added via import or processes, the first approach would not allow that.

Ryan

thanks Ryan

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