Hello Creatio Community,

 

I'm working on integrating Creatio CRM with a third-party application, and I’d like users to access specific Creatio pages without needing to log in each time they navigate from the third-party app.


Here are some specifics of my setup:
When users are logged into the third-party app, they should be able to open Creatio pages directly without being redirected to the login page.

 

I’m using URLs with ?autoOpenIdLogin=true to facilitate automatic login.

 

My main questions are:
Are there recommended ways to keep the SSO session active between the two apps?
Has anyone implemented a solution using silent authentication checks or embedded iframes to keep the session refreshed?


Any insights or best practices would be appreciated!

 

Regards,

Ajay K

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How to hide Canceled and Closed cases in Agent Desktop?
https://i.imgur.com/uGPHS3Z.png

 

This is the queue config: https://i.imgur.com/LibhjZ3.png

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Hi all!

We have a DB view that contains predicted vacation balance for each person, with effective Date and Vacation balance value. 

When creating dashboard each person can view his/her data, we see that dashboard rounds up decimal values of vacation balance to closest integer. Can this behaviour be changed? Either to show actual value ( for example 2.79) or always rounded to lower (2).  

 

Atatched you can find sample data used to build dashboard above.

Thanks! 

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Dear Iuliia,

You can manage the number of digits after the decimal point in the "How to display" section in the "Format":



Additionally, please make sure that the column itself in the object has the correct value type:



Have a great day!

Dear Iuliia,

You can manage the number of digits after the decimal point in the "How to display" section in the "Format":



Additionally, please make sure that the column itself in the object has the correct value type:



Have a great day!

Alina Yakovlieva,

thank you, it's very helpfull! 

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I have a home page set up with metrics and a list.  I added page parameters, but when I go to the list and try the "Apply filter by page data" option to select the parameter, it says No Data.  Shouldn't I be able to filter lists by page data parameters this way? 

 

Thanks!

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Home pages don't typically have a record source, so there's no record context to use there. Unless you've connected some object type to the page, it doesn't have any context of a record to bind to. 

Can you describe more what you're trying to accomplish?

I don't have a data source connected, but I was hoping to use dates inputted as page parameters to filter a list.  The quick filters for dates are limited to columns on the object, but I was hoping to be able to filter the list by a date from a related object. 

I have the same need, but as I understand, it is not available yet

https://community.creatio.com/questions/how-have-date-range-filter-home…

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Hello Community,

 

                  I’ve built a custom page in Freedom UI to display my data in both List View and Calendar View. I implemented the logic in `SCHEMA_HANDLERS` and used `crt.LoadDataRequest` to toggle between the views. The logic works fine when switching to Calendar View for the first time.

 

                              

                              

Issue: 
1] When switching from Calendar View to List View and then back to Calendar View, the data disappears.

I have to refresh the page to make the data reappear in the Calendar.

 

Regards,

Ajay Kuthe

 

 

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Hello,

 

Please describe in detail how exactly this was implemented and provide screenshots of this button's settings.

Mira Dmitruk,

 

I used the 'Refresh data' action to trigger the 'crt.LoadDataRequest' and control the visibility of elements to switch between views (Calender and List).

Button Config

#Code Logic in Handler

handlers: /**SCHEMA_HANDLERS*/[{
    request: "crt.LoadDataRequest",
    handler: async (request, next) => {

 

// Check if the data source name is "ListOrCalenderView"
if (request.dataSourceName === "ListOrCalenderView") {

   // Retrieve the current view mode (Calendar or List)
   const IsCalenderView = await request.$context.IsCalenderView;

   // If the current view is not Calendar (i.e., it's List View)
   if (IsCalenderView === false) {
       // Set the Button caption to "List View"
       request.$context.ListOrCalenderView_caption = "List View";
       request.$context.IsCalenderView = true;
 // Set the ListView flag to false since we are now in Calendar view
       request.$context.IsListView = false;

   } else {
  // If the current view is Calendar, switch to List View
  request.$context.ListOrCalenderView_caption = "Calender View";   request.$context.IsCalenderView = false;
  request.$context.IsListView = true;

 }

}

 

Regards,

Ajay K
 

Mira Dmitruk,

Do you have any alternative solutions besides switching between List and Calendar views?

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Hello everyone,

 

I have a contact lookup in service section that i want to filter it where Contact.Account = Service.Account, also there is a lookup in Accounts section called "Partner" , which is Also a "Account" lookup . 

 

i want to filter the contact field that retrieve the contacts that belong to this partner, in addition to the contacts that belong to the sub-account ( the one that has been chosen in the service.

 is there a way to make that happen? (i tried to add 2 filters in business rule but didn't work. 

 

thanks in advance.

 

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Is this a classic page or Freedom UI?

Freedom

Anas Masa'deh,

I don't believe the ootb business rules allow for using an OR condition when the filter is based on page values. You'll likely need to filter via code. See https://customerfx.com/article/dynamically-filtering-a-lookup-on-a-creatio-freedom-ui-page/

Ryan

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Hi, 

 

I need to set a complex filter for a grid. How do I create a filter in JS and set it to a list in a page in freedom?

 

Best regards, 

 

Javier 

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Have you tried adding a crt.LoadDataRequest handler to dump request.dataSourceName out to the console to see if you can determine the name of the dataSourceName attriubute the list uses - and that it does fire that request? I assume it triggers this request when it get's it's data - similar to how lookups do, see https://customerfx.com/article/dynamically-filtering-a-lookup-on-a-creatio-freedom-ui-page/

Assuming it does and once you know the name of the dataSourceName it uses for the request you could add the conditions.

Alternatively, I believe you can add the filter conditions directly in the datasource in the viewModelConfigDiff, but you'd need to know the attribute name used in that scenario as well. Something like https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/front-end-development/freedom-ui/data-sources/data-processing#title-2438-3

Ryan

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Hello everyone,

 

Is there a way to create a filter in a metric or columns widgets that returns the number of active users based on the shift ? (Morning: 7 am-3 pm, Night: 3pm-11pm, overnight: 11pm-7am) 

 

Note that it needs to be refreshed daily

 

does anyone has an answer to this one?

 

Thanks in advance.

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Dear Anas, 
 
To achieve this functionality you can add a new boolean field (for example: IsActive) for users. This field will be updated by a business process that will start every hour.  

The business process can set the value of the IsActive field according to the filtration or you can create an object where you will specify the shifts that users have. 
 
I hope this helps. Have a great day! 

Alina Yakovlieva,

Thank you for responding!, 

could you please elaborate more about the steps that you provided? 

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Hello all,

 

I've been facing this error as it's shown in the screenshot and Subject, it occurs when i try to save the record after filling the required fields.

 

does anyone familiar with this error ? it's pretty urgent so I'll appreciate it if anyone provided the solution. 

 

Thanks in advance.

 

 

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Greetings!
 

The issue is that if you remove the requirement for the "ReactionTimeUnit" and "SolutionTimeUnit" fields and leave them empty, you won’t be able to save the record. 
 

An error will occur:  
"Specified argument was out of the range of valid values. Parameter name: Index value is out of range"

 

These fields are mandatory because the entire out-of-the-box product logic of the Service relies on them being filled in.  

As a workaround, you can set default values for these fields, and everything will work fine.


Alternatively, you can build your application completely independent of the out-of-the-box functionality.


Regards,

Orkhan

Orkhan,

Much appreciated!

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Hi, 

 

Is it possible to add a datetime quick filter to a grid, where you set a time to the filer?

 

Thank you. 

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Javier Collazo,

 

We have double checked it with the responsible team and unfortunately, it is not possible to setup Time specifically in this filter. The issue here is that name Date/Time is confusing for the users and therefore we have registered this problem for our R&D team to either change the filter name or add the ability to also apply a filter by time.

Hello,

 

You can find the instructions on how to set up a date/time quick filter in this academy article.

Thank you Mira for your answer, but I already tried what is in the guide and it does not include the time in the filter. 

 


I need to be able to filter by time too. 

Javier Collazo,

 

We have double checked it with the responsible team and unfortunately, it is not possible to setup Time specifically in this filter. The issue here is that name Date/Time is confusing for the users and therefore we have registered this problem for our R&D team to either change the filter name or add the ability to also apply a filter by time.

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