Sales_Creatio_enterprise_edition

Pre-configured page settings

09:59 Dec 12, 2023

Hi Everyone,

I am using a pre-configured page in my process. But it is not showing. When I start the process with the Start signal along with the save record, it doesn't appear but when I use the button to run the process, it appears. How can I make the page appear with a Start Signal? Thanks!

4 comments

Alina Yakovlieva

11:29 Dec 12, 2023

Hi Hassan!

We recommend checking the configuration of the start signal. If the page appears when you manually start the process, then it is likely that the start signal for record creating wasn't configured correctly.

Please check if the process starts, you can check it in the System designer -> Process log. If the process didn't start, check the start signal configuration and make sure that the record created match the conditions.

You can get more information about start signal for creating a record on Academy: https://academy.creatio.com/docs/8.x/no-code-customization/bpm_tools/pr…

If you have checked the settings and still need help, please contact our support team for further analysis.

Best regards,

Alina

11:36 Dec 12, 2023

Alina Yakovlieva,

Hi Anna,

The process does start and it is in process. When I go to Logs, I can see the process at the Mini page stage. From there I can inspect the mini page and complete the process by clicking on the button.

Alina Yakovlieva

12:46 Dec 12, 2023

Hassan Tariq,

In this case, please check the setting of the "Who performs the task?", maybe the page shows to another user.

Also, you can check more information about the Pre-configured page set up on Academy: https://academy.creatio.com/docs/8.x/no-code-customization/bpm_tools/pr…

Ryan Farley

15:51 Dec 12, 2023

On the signal, make sure that "Run following elements in the background" is not checked.

Ryan

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processes

Mini page when saving record in object

13:29 Dec 11, 2023

Hi,

We have a object for Sets in our Main Application. We are thinking of having a Mini page when we are saving a new record in our set object. So when a user adds a new entry to our Sets record page then when he is going to save it, there should be a pop-up to decide which entries they want to add and then when he selects them, then all data should be added to the record. How should I do this? I can make a process for adding a mini page?

2 comments

08:43 Dec 12, 2023

Bump

Mariia Sorochan

16:39 Dec 18, 2023

Hello!

Please note that this can be realized through 2 options:

- via business processes

- via development

Unfortunately, we cannot provide you with specific recommendations on your question at this time, as such a scenario has not been studied and we have no examples of such a realization.

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process

Add Multiple checks in Business Process

11:35 Dec 11, 2023

Hi Everyone,

We have the following business process in which we check if there are any previous Orders at the same time or even within 11 hours. If yes, then it will assign the Shift as double, if not then it will assign it as a single shift. However, there are 2 issues we are having.

When there is an order at 12:00-13:00 and another order at 13:00-14:00 then technically it should be assigned as a double shift. But our current process still assigns a single shift.
We need to add more checks to the previous order. For example: If the same team is assigned to the same location, then it should still be a single set. How can I do that?

Kindly see the images for the process. Thanks!

2 comments

08:43 Dec 12, 2023

Bump

Pavlo Sokil

14:32 Dec 13, 2023

Hello,

I suggest you check if the filtering conditions are being met.

Try building the same filter in the Orders object and check if such records exist, and if there are more than 2 records. (We noticed that you have Finish Date < Start Date; we are not familiar with the logic of your object, but we recommend verifying the correctness of this filter.) Reference: How to work with data
Enable process tracing to check the values returned by the process elements: Reference: Trace process

Regarding the second issue, you need to add more filters so that the records found in the Read Data element meet the required condition.

If you encounter further difficulties in configuring the process, please contact our support team at support@creatio.com.

Best regards,

Pavlo!

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Dashboard_widget

reporting

Is it possible to change the set of colours used in donut charts?

10:52 Dec 08, 2023

Is it possible to change the colours/colour progression used for subsequent sections of a donut chart widget? We currently want to define that one value of a boolean on a lookup should be displayed in green, and the other red, but a generalised way of doing this would be very helpful for future reference - e.g. to specify the set and order of colours used in some way. We're currently on 8.1.0.6820 Any help would be greatly appreciated!

1 comments

Malika

01:40 Dec 11, 2023

Hello,

Unfortunately, at the moment it is impossible to customize colors in charts. However, a task has already been registered in our R&D team to add the option to customize colors in charts, in future releases. In case you would like to check what stage this task is at, I am sending you the task number: PR-6359.

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DCM

Javascript

Freedom UI DCM - Cancel Transition in code

13:06 Dec 01, 2023

Is it possible to cancel a DCM transition from JS code? I believe it used to be possible in the classic UI, but I can't find any info on achieving it in Freedom UI. Trying to intercept the call with a handler for `crt.EntityStageProgressBarStageChangedHandlerRequest` allows "cancelling" it in a sense, as we can prevent the continuation of the handler chain by not performing the `return await next?.handle(request);` call, similar to how you would omit the `this.callParent(arguments)` when using classic UI, which does prevent the change from happening/further processing, but this leaves the selected stage highlighted instead of visually returning it back to the actually active stage. I'm currently using version 8.1.0

1 comments

Best reply

Artem Smyrnov

15:52 Dec 07, 2023

Hello!

In order to cancel a DCM transition you will have to add a handler for the system request crt.SaveRecordRequest, which is executed when you click the Save button on the record editing page.

In this example, we also added crt.HandleViewModelAttributeChangeRequest, which is executed whenever the value of an attribute changes, and an "IsStageChanged" attribute to control the Stage state. This way we check if a Stage attribute (LookupAttribute_ioghn6a) has been changed and prevent it from being saved. You can adjust this code according to your business needs:

...
	viewModelConfigDiff: /**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/[
			{
				"operation": "merge",
				"path": [
					"attributes"
				],
				"values": {
					...
					"IsStageChanged":{
						value: false
					}
				}
			},
 
		]/**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/,
 
		handlers: /**SCHEMA_HANDLERS*/[
			{
				request: "crt.SaveRecordRequest",
				handler: async (request, next) =&gt; {
 
					if(await request.$context.LookupAttribute_ioghn6a &amp;&amp; await request.$context.IsStageChanged){
						request.$context._notifyService.show({message: 'Cannot set status'});
						return false;
					}
 
					const saveResult = await next.handle(request);
					if(saveResult){
						request.$context.IsStageChanged = false;
					}
 
					return saveResult;
				}
			}, 
			{
				request: "crt.HandleViewModelAttributeChangeRequest",
				handler: async (request, next) =&gt; {
 
					if (request.attributeName === 'LookupAttribute_ioghn6a' &amp;&amp; request.value != request.oldValue &amp;&amp; request.oldValue) {
						request.$context.IsStageChanged = true;
					}
					return next?.handle(request);
				},
			}
		]/**SCHEMA_HANDLERS*/,
...

Artem Smyrnov

15:52 Dec 07, 2023

...
	viewModelConfigDiff: /**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/[
			{
				"operation": "merge",
				"path": [
					"attributes"
				],
				"values": {
					...
					"IsStageChanged":{
						value: false
					}
				}
			},
 
		]/**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/,
 
		handlers: /**SCHEMA_HANDLERS*/[
			{
				request: "crt.SaveRecordRequest",
				handler: async (request, next) =&gt; {
 
					if(await request.$context.LookupAttribute_ioghn6a &amp;&amp; await request.$context.IsStageChanged){
						request.$context._notifyService.show({message: 'Cannot set status'});
						return false;
					}
 
					const saveResult = await next.handle(request);
					if(saveResult){
						request.$context.IsStageChanged = false;
					}
 
					return saveResult;
				}
			}, 
			{
				request: "crt.HandleViewModelAttributeChangeRequest",
				handler: async (request, next) =&gt; {
 
					if (request.attributeName === 'LookupAttribute_ioghn6a' &amp;&amp; request.value != request.oldValue &amp;&amp; request.oldValue) {
						request.$context.IsStageChanged = true;
					}
					return next?.handle(request);
				},
			}
		]/**SCHEMA_HANDLERS*/,
...

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detail

Business Process

How can I execute a process with the Ids from the selected records of a detail?

Pedro Pinheiro

19:00 Nov 29, 2023

Hi community,

I have this requirement where the client must be able to move one or more records from one detail to another through a business process. Following the steps shown in the image below:

1. The user must select one or more records from the "Product on Invoice" detail.

2. Next, the user executes the business process using the "Add" button. The process must receive the ids of the selected records.

3. Finally, all the selected records should then be added to the "Products in the Correction Invoice".

How can I achieve this requirement on the new Freedom UI?

If you need more information, feel free to ask.

Thanks in advance.

Best Regards,

Pedro Pinheiro

1 comments

Alina Yakovlieva

18:20 Dec 08, 2023

Dear Pedro,

To execute this idea, you can do the following:

1) You can add the element that depends on user's choice in the "User's Action":

You can add an "Auto-generated/Pre-configured page" asking the user for an Id for example.

2) To achieve this, you can add the action on the button to start the business process in the page designer:

For the transfer, you can read the data from both objects, then use the modify data element.

You can read more about business process capabilities in the following article tree: https://academy.creatio.com/docs/8.x/no-code-customization/category/bus…

Have a great day!

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homepage

How do you set the default Home Page for user groups/all users in Freedom UI?

11:10 Nov 23, 2023

We need to set the default Home Page for users in Creatio, ideally based on their functional role, but failing that a single default home page for all users would be acceptable. How can this be achieved? We're using Freedom UI and are on version 8.1.0 in our environments.

1 comments

Anastasiia Zhuravel

15:29 Nov 25, 2023

Hello,

Unfortunately, such functionality is not yet implemented. There is no oob tool to change the homepage for all the users or specific user roles.

Such task can be implemented only with a help of SQL queries that will change the HomePageID value for the users in the SysAdminUnit system table.

Best regards,

Anastasiia

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Can we remove elements on top of the portal page

Vishal

00:50 Nov 21, 2023

Hi Creatio Community,

Can the elements on top of the portal page on Freedom UI be deleted for portal users only? I only want to retain the logo and the logged in user icon.

2 comments

Ryan Farley

16:15 Nov 21, 2023

Hello Vishal,

To do this you'll need to override MainShell then you can either remove these elements (conditionally for portal users only) or you can add CSS that is global to the application (which I think is an easier route). You can make the global CSS apply only to portal users by using the details from this article https://customerfx.com/article/applying-global-css-styles-in-the-creati…

As for overriding the MainShell, you'll need to enable the AllowCreateAngularSchema feature (you can search these forums for "AllowCreateAngularSchema" to view details on how to do this)

Ryan

Vishal

15:56 Nov 22, 2023

Thanks Ryan

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How can you refresh a Timeline, Feed or Next Steps component in code?

https://customerfx.com/article/receiving-server-side-messages-in-a-creatio-freedom-ui-page/

16:08 Nov 06, 2023

Is it possible within Freedom UI to trigger a refresh of the Timeline/Feed/Next Steps components using JS? We seem to have an issue where the "Enable live data update" option does not seem to be working in Creatio CRM 8.1 for our Activities on certain pages, and while we've raised a support request for this, we were trying to find a workaround by manually updating the components from code for a specific use case, but we can't see what the data source is called for these types of components. Does anybody know what it would be? I presume refreshing the PDS would refresh them, but this seems heavy handed and might end up with data being lost on the main form page while the data actually being refreshed is just a child entity, so I would expect it to have its own data source.

4 comments

Damien Collot

09:16 Nov 08, 2023

Anhelina

21:24 Nov 15, 2023

Hello Harvey and Damien!

In Freedom UI Pages, the structure of the page is different and along with this a new way to refresh anything on the page. In this article you can find the way to achieve your goal:

https://customerfx.com/article/refreshing-reloading-page-or-list-data-on-a-creatio-freedom-ui-page/

Here's example of handler which you can use:

handlers: /**SCHEMA_HANDLERS*/[
 {
  request: "crt.HandleViewModelAttributeChangeRequest", 
  /* The custom implementation of the system query handler. */
  handler: async (request, next) =&gt; {
   await next?.handle(request); 
   if (request.attributeName === 'Your Attribute Name' )
   {
    const handlerChain = sdk.HandlerChainService.instance;
    await handlerChain.process({
     type: 'crt.LoadDataRequest', $context: request.$context,
     config: { loadType: 'reload' },
    dataSourceName: 'Data Source Of Obj You Want To Refresh'
    });   
   }
  }
 },

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