The root cause of the issue is that in addition to new records in the queue, users also see their own records that are in the works on the Agent desktop.
I would be happy to provide you with some information on the basic logic of work in the Agent desktop.
1) The selected contacts/roles in the [ Team ] tab can process the content of the queue from the agent desktop. 2) There are some changes when a user starts working with one of the records from the queue: - The record status changes to "In progress". - The "Operator" column fills as a current contact. - This record automatically disappears from all other users from the Agent desktop. This is done so that different users do not process the same record at the same time. But the user who has this record in progress will continue to see this record until the conditions for processing this record are met and its status changes to "Processed". -Then the record will disappear from the Agent desktop for all users, including the one who processed it.
So, we identified two reasons for this behavior:
1) The case status was changed in the case itself instead of the queue. 2) The case status was changed by another user.
To process the queue element correctly, you need to do all changes in the queue item itself.
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.
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?
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’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.
I used the 'Refresh data' action to trigger the 'crt.LoadDataRequest' and control the visibility of elements to switch between views (Calender and List).
// 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;
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.
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.
In All List Pages, there are default buttons once a record is clicked. OPEN COPY DELETE. I need to remove the COPY button from the Cases section, but the section wizard does not contain these elements. Where can this be done?
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)
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.
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.
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.
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.
Atatched you can find sample data used to build dashboard above.
