Question
Freedom_UI
save record
edit page
Sales_Creatio_enterprise_edition
8.0
How can I save a new record and stay in the edit page on the new Freedom UI pages.
Pedro Pinheiro
19:15 Apr 11, 2023

Hi Community,

 

I have this requirement where I need to stay on the edit page after saving a new created record. Similar to what already exists on the old UI (https://community.creatio.com/questions/how-save-and-stay-edit-page-cli…).

 

However, I couldn't find the property "IsSilent" on the new Freedom UI pages.

 

Can you please help find a solution to this requirement?

 

Thank in advance.

 

Best Regards,

Pedro Pinheiro

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5 comments
Oleg Drobina
14:56 Apr 12, 2023

Hi Pedro,

 

Our R&D team has an opened task on this topic, there is a test solution, but it cannot be applied to productions. Once the task is completed we will notify all our customers and partners in the Release Notes for the app. Thank you for helping us in making the application better! 

Chris Heyman
23:07 Oct 20, 2023

Hey Oleg,

 

Any update on this? Is there a way to update a field, or save a record silently without triggering other events/handlers?

 

Thank you!

Chris

Anton Starikov
23:50 Oct 20, 2023

Chris Heyman,

This functionality has not yet been implemented, but we have already received many requests from users, so the R&D team should take this task into development. 

Luis Tinoco Azevedo
16:54 Feb 14, 2024

Hi all,

 

Any news on this?

 

April 2023 was the original request.

 

Almost one year in.

 

Thanks

Ryan Farley
01:25 Feb 15, 2024

Luis Tinoco Azevedo,

You can set 

request.preventCardClose = true;

in the "crt.SaveRecordRequest" request. See my post on this thread for more details: https://community.creatio.com/questions/dont-close-page-after-saving

Ryan

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Question
TimeLine
Sales_Creatio_enterprise_edition
8.0
How to replicate timeline for custom section
Pavan Manne
07:21 Apr 10, 2023

Hello community,

 

I am trying to bring timeline for custom section. I have created a record in TimelinePageSettings table. To update the data i used the below script. So when i am using the full json ,timeline tab is not showing on the UI. When i am using the json with only SocialMessage it is working properly for messages. I have checked appending Id to reference column name but it didnt work .  I might be missing a step , please help me out.

 

 

UPDATE TimelinePageSetting

SET Data = CONVERT(varbinary, '[

  {

    "entityConfigKey": "706f803d-6a30-4bcd-88e8-36a0e722ea41",

    "entitySchemaName": "Activity",

    "referenceColumnName": "UsrCreditCheck",

    "masterRecordColumnName": "Id"

  },

  {

    "entityConfigKey": "09a70391-b767-40ab-97b8-6d1b538adbe6",

    "entitySchemaName": "Activity",

    "typeColumnName": "Type",

    "typeColumnValue": "e2831dec-cfc0-df11-b00f-001d60e938c6",

    "referenceColumnName": "UsrCreditCheck",

    "masterRecordColumnName": "Id"

  },

{

    "entityConfigKey": "35b5c45f-36e7-450f-a282-81c56624d29e",

    "entitySchemaName": "SocialMessage",

    "referenceColumnName": "EntityId",

    "masterRecordColumnName": "Id"

  },

  {

    "entityConfigKey": "aeca6df0-5c89-4066-bdfa-eff486ae8fed",

    "entitySchemaName": "Call",

    "referenceColumnName": "UsrCreditCheck",

    "masterRecordColumnName": "Id"

  },

  {

    "entityConfigKey": "59de07a7-28dd-4dc9-a106-a07cb9981423",

    "entitySchemaName": "UsrCreditCheckFile",

    "typeColumnName": "Type",

    "typeColumnValue": "529bc2f8-0ee0-df11-971b-001d60e938c6",

    "referenceColumnName": "UsrCreditCheck",

    "masterRecordColumnName": "Id"

  },

 

  {

    "entityConfigKey": "09a6dad5-036b-4075-a813-e8278a5360ea",

    "referenceColumnName": "UsrCreditCheck",

    "typeColumnName": "Type",

    "typeColumnValue": "539bc2f8-0ee0-df11-971b-001d60e938c6",

    "entitySchemaName": "UsrCreditCheckFile",

    "masterRecordColumnName": "Id"

  },

  {

    "entityConfigKey": "a5900576-dca5-4d82-aed3-91c8909a3028",

    "entitySchemaName": "Document",

    "referenceColumnName": "UsrCreditCheck",

    "masterRecordColumnName": "Id"

  }

]')

WHERE Id = 'D15FD665-AAD3-4AC7-8F1A-54DC5342E616';

 

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1 comments
Kalymbet Anastasia
09:35 Apr 11, 2023

Hello,

 

You need to create a custom item view module based on the Contact object and add it to the Leads section. Please use this article as a reference where the same task is described using a custom "Books" section added as timeline item to the "Accounts" section.

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Question
Sales_Creatio_enterprise_edition
8.0
Read Old column value in BP
Harry
21:50 Apr 06, 2023

Hi all,

 

Does anyone have a solution using Freedom UI or business process, which allows you to read the previous column value? 



For example, I need to run a business process triggered on the change of a lookup, but for both the previous and new value.

 

Thanks!

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1 comments
Cherednichenko Nikita
14:15 Apr 18, 2023

Hello,

 

You can use EntityEventListener to solve your task.



More details on the academy website:

https://academy.creatio.com/docs/developer/back_end_development/objects…

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Question
Opportunity
confidencelevel
8.0.4
Sales_Creatio_enterprise_edition
8.0
How to replicate confidence level in opportunity section for custom edit pages ?
Pavan Manne
11:54 Apr 06, 2023

 I have three edit pages for Opportunity section, and I would like to replicate the Confidence Level block from the out-of-the-box edit page to the other two pages I created. I have attempted to copy and paste the block, but I am encountering some issues. Could you please advise me on how to proceed or provide me with any necessary instructions?. 

TIA

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1 comments
Bogdan
16:33 Apr 09, 2023

Hello,



It could be achieved only by development. 



This post could be helpful for you.

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Question
Sales_Creatio_enterprise_edition
8.0
Template + Macro
Matthieu Le Maitre
00:49 Apr 05, 2023

Hello everyone, I'm looking for a way to integrate information about an appointment, such as the date and time, into my email template. I have set up the email to be sent automatically when an appointment is scheduled, but I'm having trouble incorporating macros. Can anyone help?

 

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2 comments
Mira Dmitruk
12:33 Apr 05, 2023

Hello,

 

Please find the instructions on macros creation in this Academy article.

Matthieu Le Maitre
15:47 Apr 05, 2023

Mira Dmitruk,

Thank you for your response, I will check if I can find my answer in the document.

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Question
update
Sales_Creatio_enterprise_edition
8.0
How to Update Creatio
smit suthar
15:13 Apr 04, 2023

Hello Everyone,



I was trying to update my Local Deployed Creatio from version8.0.4.1870 to  Version 8.0.6.3522 but after runnig the downloader file in Powershell it is showing error .

Also when i tried the same with version 7.8.0.3374 it is showing updates till 7.17 only.

I am following the update guide from Documentation . Please Advise What to do.

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6 comments
Bhoobalan Palanivelu
15:43 Apr 04, 2023

smit suthar,



What is the error that you face during the update?

smit suthar
16:08 Apr 04, 2023

Bogdan
16:23 Apr 04, 2023

Hi smit suthar,



We recommend updating to the latest release version of 8.0.6.3597 or to 8.0.7

 

Please contact support team to get the necessary scenarios and files

 

smit suthar
16:28 Apr 04, 2023

Bogdan,

how can i proceed now ? 

Do i need to contact support team for this version update

can you please Clearify. 

Bogdan
16:35 Apr 04, 2023

smit suthar,

 

Yes, please support team to get the necessary files for update.

smit suthar
16:36 Apr 04, 2023

Bogdan,

ok thanks

 

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Question
package
layout
columns
Sales_Creatio_enterprise_edition
8.0
How to get record list column layout to be saved within a package for all users
Oliver Crowe
13:10 Mar 31, 2023

As the title says, I'm trying to save the column layout for a custom record section, as well as for Details on the record.

 

https://customerfx.com/article/including-the-default-column-layout-for-…

Using this resource, I haven't managed to save any that will transfer over when installing a new package.

 

I have saved bound a number of records to the SysProfileData within my package, however none of them have had the intended effect.

https://gyazo.com/9c2347d0e5a3d845888edf5c94b221ab

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2 comments
Ryan Farley
18:35 Apr 01, 2023

Hello Oliver,

The method described in the article you mention does work for me (In fact, I just did this yesterday with no issues). 

Make sure that you've first configured the column layout and selected the "save for all users" and that you're selecting the correct row from the SysProfileData table (the one with no user in the "Contact" column.

If it's not working for you, it's likely one of the two issues listed above. 

Ryan

Oliver Crowe
12:17 Apr 03, 2023

I appreciate the confidence in your article but I have 100% done both of these, about a thousand times, in every way possible.

 

Is this the only known solution/ there are no known issues with this?

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Question
Sales_Creatio_enterprise_edition
7.18
Countdown timer in a field
Alok Kumar
12:14 Mar 31, 2023

Hi, i  am trying to implement a timer countdown in a field of a section. can someone give any suggestion how we can setup a countdown timer. i am using 7.18 version. 

I can see in 8:0 update to add a countdown timer a component is added. but our requirement is to set countdown timer to a specific field. can someone help

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3 comments
Orkhan
14:15 Mar 31, 2023

Hello,

 

Unfortunately, this is only available in the new UI. If you want to configure "countdown" you can update and configure according to this documentation: 

https://academy.creatio.com/docs/user/nocode_platform/element_setup_exa…



Best regards,

Orkhan Gojaev

Alok Kumar
14:26 Mar 31, 2023

Can we create any business processs to solve this issue.

Orkhan
15:49 Mar 31, 2023

Alok Kumar,

 

Unfortunately we do not have such examples, we recommend that you upgrade to a newer version. 



Best regards,

Orkhan Gojaev

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Question
Sales_Creatio_enterprise_edition
8.0
Menu item height size/font changes
Sach
00:00 Mar 31, 2023

How do I change:

  1. Height of menu items on the left-hand side menu?
  2. How to change the font size of those menu items?
    • Will doing so change the height of the menu items?
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1 comments
Best reply
Dmytro Vovchenko
13:49 Apr 05, 2023

Hello,

In order to change the height and font-size of the left panel elements you need to write your own custom CSS for classes .ts-sidebar-item-image, .ts-sidebar-item-text, .ts-sidebar-list

UsrViewModuleCSS:

.ts-sidebar-item-image, .ts-sidebar-item-text, .ts-sidebar-list > li {
	height: 76px !important;
    font-size: 1.3em;
}

And then connect it in the replace model for BootstrapModulesV2:

 define("BootstrapModulesV2", ["css!UsrViewModuleCSS"],
function() {
	return {
		methods: {}
 
	};
});

Note, font-size doesn't change the height of the element.

Result:

Dmytro Vovchenko
13:49 Apr 05, 2023

Hello,

In order to change the height and font-size of the left panel elements you need to write your own custom CSS for classes .ts-sidebar-item-image, .ts-sidebar-item-text, .ts-sidebar-list

UsrViewModuleCSS:

.ts-sidebar-item-image, .ts-sidebar-item-text, .ts-sidebar-list > li {
	height: 76px !important;
    font-size: 1.3em;
}

And then connect it in the replace model for BootstrapModulesV2:

 define("BootstrapModulesV2", ["css!UsrViewModuleCSS"],
function() {
	return {
		methods: {}
 
	};
});

Note, font-size doesn't change the height of the element.

Result:

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Question
Print
printable
Sales_Creatio_enterprise_edition
8.0
Override print button functionality
Syed Ali Hassan Shah
08:54 Mar 30, 2023

We have a use case where when a user clicks PRINT and selects a printable, we need to save the Printable in the Attachment detail in the Opportunity record, not download the file.

We have managed to save the Printable docx on a modified Opportunity field, but couldn't work out the code triggered upon clicking a Printable in the PRINT menu.

Can you guide us to where we need to make the change?

File attachments
opportunity.png
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3 comments
Yuliya Gritsenko
20:28 Mar 30, 2023

Hello,

 

You can use this addon to complete your task - https://marketplace.creatio.com/app/printable-attachments-creatio

 

Best regards,

Yuliya Gritsenko

Ammar
08:12 Mar 31, 2023

Yuliya Gritsenko,

Hi Yuliya,

 

Thank you for the response. Ideally, we do not want the user to go to the record and then to the Attachments tab every time. We want to show that a user can quickly generate a document using a PRINT menu and automatically save it in the Attachments tab if possible.

 

Isn't there a System Setting where we can select whether to download a printable or save it in the Attachment tab?

 

Regards,

Ammar

Yuliya Gritsenko
20:54 Mar 31, 2023

Ammar,

Hello Ammar,

 

Unfortunately, we do not have ready examples of the implementation of this feature the way you need.

The only difference between the implementation via the addon and the way you ask is that in the addon implementation you will need to go to the Attachments and Notes tab and click the button there.

By the way, it is possible to set up so that the detail is displayed in the first tab.

 

Best regards,

Yuliya Gritsenko

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