Sales_Creatio_enterprise_edition

20:30 Oct 09, 2023

To accomplish this you’ll need to add a handler for the save event, see https://customerfx.com/article/adding-code-to-the-save-event-of-a-creat…

Then in that handler you can open the edit page. See https://customerfx.com/article/adding-code-to-the-save-event-of-a-creat…

Ryan

12:24 Oct 16, 2023

Thank you very much for the very useful information Ryan.

You have provided the same link both times.

Did you intend to insert a separate link for the handler that opens the Edit Page ?

Sasori

Harvey Adcock

09:55 Apr 25, 2024

Sasori Oshigaki,

It will either be this link if you want to open the standard edit page form for the entity, taking into account any rules you have in place for which form gets opened: https://customerfx.com/article/opening-an-edit-page-to-add-or-edit-a-record-via-code-in-a-creatio-freedom-ui-page/

Or this link if you want to be able to specify a particular edit page for the entity (i.e. if there are multiple edit pages and you want to open a specific one different from what would be opened based on the rules you set up for some reason): https://customerfx.com/article/opening-an-edit-page-to-add-or-edit-a-record-via-code-in-a-creatio-freedom-ui-page/

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FreedomUI

label

Freedom UI: Attribute value on a Label

20:16 Oct 06, 2023

Hi Community,

Can you please provide us a similar example about the attribute that is used for the page title ?

We would like to create a Label, that is based on an attribute (dynamic values) and not on static text.

Thank you

Sasori

2 comments

10:11 Oct 09, 2023

Hi Community,

Any update regarding this topic ?

Sasori

https://academy.terrasoft.ua/docs/developer/front_end_razrabotka_freedo…

12:13 Oct 09, 2023

Solved the issue

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Show line breaks in tile view of a detail

Cristopher Montgomery

10:17 Oct 06, 2023

Hi all,

I have a client who uses an unlimited multi-line text field in a detail and they would like to be able to see Line-breaks in the tile view of said detail.

Detail page view

Detail tile view

Is this possible?

Nb. We are using version 8 of creatio and the Freedom shell but the not Freedom pages.

2 comments

Best reply

Malika

12:59 Oct 09, 2023

Hello,

Unfortunately, it is impossible to implement line breaks in the tile view of a detail with basic tools. However, you can try to accomplish this task with the help of development.

A task has already been registered in our R&D team to consider and implement such a feature in future releases. Thank you for helping us to improve our product.

Malika

12:59 Oct 09, 2023

Vishay Kerai

18:19 Oct 14, 2024

+1 priority for this feature

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lookup modal

DefaultValue

Default field in Modal Window

20:09 Sep 19, 2023

Hi Comunity,

We have a lookup (Contact) in a custom Section. When the modal page of the Contact opens we would like another default field and not the 'Full Name' to be the default one

Example:

How it is :

How we would like it to be:

How can this be achieved ?

Sasori

3 comments

Best reply

Mariia Sorochan

17:34 Sep 20, 2023

Hello!

Unfortunately, it's impossible to make such a change with basic tools, only by development.

We've registered it in our R&D team backlog for consideration and implementation in future application releases.

Examples of the implementation of your task are available here https://community.terrasoft.ua/questions/sdelat-mobilnyy-telefon-standa….

Best regards,

Mariia

10:08 Sep 20, 2023

Hi Community,

Any update ?

Mariia Sorochan

17:34 Sep 20, 2023

Hello!

Examples of the implementation of your task are available here https://community.terrasoft.ua/questions/sdelat-mobilnyy-telefon-standa….

Best regards,

Mariia

17:39 Sep 20, 2023

Thank you very much Mariia!

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Print PDFs

Raoul

03:44 Sep 18, 2023

Hi, can PDFs be printed using Printables? Or, is there another way to print PDFs?

There was a post that this was disabled in 7.14, but was coming back.

https://community.creatio.com/questions/ms-word-printable-template?_gl=….

It was possible using FastReports, but this has been retired in 8.0.3.

6 comments

Best reply

Yuliya Gritsenko

04:13 Sep 18, 2023

Hello,

As of now, the PDF conversion functionality is not available in the ootb version of the system.

Currently, we can recommend using the PDF conversion feature in MS Word by using the "Save As" option.

As a workaround, if it is necessary to prevent users from making changes to the PDF file after exporting:

You can upload a Word file with a password for modifications as a template for the printable. This way, the necessary data will be included in the file, but it will not be possible to make changes without knowing the password.

Additionally, we can suggest an alternative approach:

Use the marketplace addon "Aspose.PDF connector for Creatio" - https://marketplace.creatio.com/app/asposepdf-connector-creatio

Best regards,

Yuliya

Yuliya Gritsenko

04:13 Sep 18, 2023

Hello,

Damien Collot

18:16 Sep 18, 2023

Is there a plan to reinclude PDF exports OOTB at some point ?

Raoul

03:09 Sep 19, 2023

Yuliya Gritsenko,

Yuliya, thanks for the response That's frustrating...hope it will be added back soon.

Yuliya Gritsenko

06:55 Sep 19, 2023

Raoul,

Hello,

We have registered an idea and forwarded it to the corresponding R&D team for further review.

Unfortunately, there is no exact ETA as of now.

Best regards,

Yuliya

Raoul

00:07 Sep 21, 2023

Yuliya Gritsenko,

Thank you.

Alejandro González Momblán

13:04 Sep 21, 2023

Yuliya Gritsenko,

I've tried to use that marketplace extension following all the steps but I get an error when trying to generate a printable in PDF format. Do you know if there is any incidence or recent bug with that extension?

Regards

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Brayan

22:32 Sep 14, 2023

Hello everyone,

Previously, I posted a question in this forum to find out if it's possible to send webhooks from Creatio to my external REST API. According to the documentation, it seems that only receiving webhooks from an external service is supported. In response, I was suggested to create a process in the control panel and configure actions to listen for changes in some model and then send that information to my web service.

So far, I've followed these two steps:

I created a web service and configured its headers and parameters.
I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

I managed to do this process manually, but currently, I'm developing an integration with Node.js, and I'm consuming Creatio's OData4 REST API. My goal is to automate these two previous steps using code.

My questions are as follows:

Is it possible to create a web service from Creatio's REST API?
Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

1 comments

Alla Blinova

12:36 Sep 26, 2023

Hi!

1. The web services themselves are suggested to be made by the following guide: https://academy.creatio.com/docs/7-18/developer/back_end_development/we…

You can test a different approach such as described however there is no official confirmation that it can be achieved by REST API request.

2. Creating processes using native C# code or metadata from the REST API in Creatio involves more advanced customization. The Creatio platform does support server-side scripting with C# and provides access to metadata through its API. Here is some reference info to consider: https://academy.creatio.com/docs/developer/development_tools/delivery/c…

Hope it helps and best of luck with your project!

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Brayan

20:05 Sep 14, 2023

Hello everyone,

So far, I've followed these two steps:

I created a web service and configured its headers and parameters.
I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

My questions are as follows:

Is it possible to create a web service from Creatio's REST API?
Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

0 comments

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Brayan

19:31 Sep 14, 2023

Hello everyone,

So far, I've followed these two steps:

I created a web service and configured its headers and parameters.
I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

My questions are as follows:

Is it possible to create a web service from Creatio's REST API?
Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

1 comments

19:37 Sep 14, 2023

Posted response on dupe question here https://community.creatio.com/questions/webhooks-and-process-question-0

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Brayan

19:15 Sep 14, 2023

Hello everyone,

So far, I've followed these two steps:

I created a web service and configured its headers and parameters.
I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

My questions are as follows:

Is it possible to create a web service from Creatio's REST API?
Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

6 comments

19:35 Sep 14, 2023

I'm not sure I understand your question exactly. Are you saying you want to create a service endpoint in Creatio that you'll consume from outside of Creatio?

If that is the case, then yes. You can create custom endpoints in Creatio that can be consumed from outside. Sample service shown here: https://customerfx.com/article/creating-a-web-service-and-consuming-it-…

More here: https://academy.creatio.com/documents/technic-sdk/7-16/creating-configu…

To consume it from outside, you'd first need to authenticate, see https://academy.creatio.com/documents/technic-sdk/7-16/authentication-e…

Then, you'd POST/GET etc the endpoint for the configuration service.

Ryan

Brayan

22:41 Sep 14, 2023

Brayan

22:42 Sep 14, 2023

Ryan Farley,

Can I create a process and webservices using low code or rest api?

23:16 Sep 14, 2023

No. That area does not create a Web service. That area only defines how to call an existing web service. That is used if you need to call an external API from a process in Creatio. You defined the URLs in parameters there so the process element knows how to call the web service.

Ryan

Brayan

00:34 Sep 15, 2023

Ryan Farley,

Thank you very much for your help, however my other question is if you have ever had the opportunity to create web processes and services using the odata rest service?

https://documenter.getpostman.com/view/10204500/SztHX5Qb

02:02 Sep 15, 2023

Brayan,

I am not sure what you're asking. Are you referring to consuming the Creatio OData API? If that is the case, you can see Postman examples of this here:

Ryan

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Brayan

19:13 Sep 14, 2023

Hello everyone,

So far, I've followed these two steps:

I created a web service and configured its headers and parameters.
I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

My questions are as follows:

Is it possible to create a web service from Creatio's REST API?
Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

1 comments