Can anyone tell me what are the events that we can use to trigger a handler code other than "clicked" on a button? for example hover-over, dropdown clicked, etc.?
Please specify the events that are already supported by creatio or if they require some customization to make them work.
We are trying to use Dynamic Case Management for displaying our stage process. However, since the business process involves a lot of stages (12 in total), the visual representation isn’t ideal.
We attempted to organize the stages into columns and separate them into two headers ("Which column determines which case to use with a record?"), but this has resulted in unintended behavior, such as requiring manual confirmation for stage type changes (Header changes) upon modifying the column value and some bugs.
Has anyone encountered a similar situation, or have any workarounds for this case?
We have tried to create several cases, it requires populating a start condition. The thing is that when the start condition changes based on the column value, it triggers unwanted behavior. The user need to manually confirm stage changes when the column value (start condition) is modified.
What we expect is for the behavior to be consistent with how Dynamic Case Management (DCM) works in the "Normal" setup, where the UI immediately displays the stage changes when the column value is changed, even before the "Save" button is clicked.
About several cases: At this moment we have only manual replacement and our developer's researching the possibility to automatically switching cases in future releases.
For the main question about the size and visibility of different cases, you can use the "Group with another stage" functionality.
I want to display Contact List in a dropdown. The Contacts should be dynamically filtered based on the Account selected in another dropdown on the same page, As Shown in below Image.
Requirement: When the user selects a particular Account, the Contact dropdown should update to display only the Contacts associated with that Account. Both fields Account and Contact are linked to Custom object in Creatio.
Questions: 1. How can I dynamically filter the Contacts dropdown based on the selected Account? 2. Are there specific methods or best practices in Creatio Freedom UI for implementing such a dependency?
2) Another option: create a dropdown on the page where macro source is selected. Then create a filtering business rule that will filter values in the parameter based on the added dropdown value.
We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application.
2) Another option: create a dropdown on the page where macro source is selected. Then create a filtering business rule that will filter values in the parameter based on the added dropdown value.
We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application.
We recommend using development (dev) sites to test any development, including business processes. This approach enables you to identify and resolve potential errors in the developed functionality without impacting the production site, ensuring its stability and uninterrupted operation.
Sure, but assuming you reach a point where there many inter-related things and/or you're asked to add an small thing which could lead you to try every possible route in order to see if anything breaks, it takes time. So I as wondering if there is some kind of approach people take.
I was thinking of the possibility of using other business processes to simulate the actions of an user for unit testing. I haven't thought of it deeply, but an inmediate doubt that came to my mind was how could I recopile for example the results of a related process that was triggered by the testing process, or in general the results of a group of tests in a custom section
I don't know if another person has already done it
I have this list page, which has two QuickFilters, I need to get the values from these quickfilters so that when the New button is pressed, these values are passed to this new page to be taken into account when creating a new Payment. One of the filters selects the contact and another selects the Loan to which the payment will be made. I have tried many ways, but I am unable to get the data from the quick filter.
hmm, if you do a console log to every change request in the handler (without specifying the attributeName) you can make sure you're using the correct name. I guess you've already done it, but just to make sure.
Aditionally, there you could see in what format it comes. From what I see, it should show an array of objects, each object with an id and a displayValue
Probably the undefined is because of trying to get directly the value from the array without specifying which indexes. Or maybe you're trying to get the value from an inexistent field in the lookup. It's hard to tell without seeing the actual code
I created a custom section and the "Section report" designed with the addon does not appear in the list section.
The addon adds the section customization on the "ListFreedomTemplate" but the freedom list page created inherits from ListPageV2Template (CrtUIPlatform).
The decision to start the new Creatio project with the .NET Framework or with .NET 8 is entirely up to you. We support both options, so feel free to choose the one that best suits your needs. For additional guidance, you can use the system requirements calculator here: Creatio System Requirements Calculator.
The decision to start the new Creatio project with the .NET Framework or with .NET 8 is entirely up to you. We support both options, so feel free to choose the one that best suits your needs. For additional guidance, you can use the system requirements calculator here: Creatio System Requirements Calculator.
Do all marketplace addons work with both frameworks?
Unfortunately, not all marketplace add-ons are compatible with both platform types. Some are designed specifically for .NET Framework, while others are compatible only with .NET. However, some add-ons do support both platform types.
To check compatibility, you can refer to the "Installation" tab on the marketplace page, where the available platform types are listed.
I'd like to know is it possible to have the log history of all export record by users and time in Creatio. I only know there is a setting of export permission in the object permission.
Unfortunately, there is no possibility to track down the information about exports from the CRM system. We have already registered the idea for our R&D team to implement this functionality in further releases.
Thank you for your valuable help in improving our product!
Unfortunately, there is no possibility to track down the information about exports from the CRM system. We have already registered the idea for our R&D team to implement this functionality in further releases.
Thank you for your valuable help in improving our product!
The issue can occur if you have two add-ons with different names referring to the same object. This typically happens when the object was renamed, and a new add-on was generated as a result. Or if duplicate add-ons were created for the same object in one package.
I'm also adding an example of how the addon will look in the system:
In order to solve this problem, it is necessary: 1. Identify and Remove the Conflicting Add-On 2. After removing the conflicting add-on, regenerate and compile the system to ensure all settings are correctly applied.
This should resolve the issue and ensure consistent behavior for your Default Page settings.