Hello, Andres!

To implement such an idea, we need to empty the space on the page for the RichText editor. Unfortunately, this is impossible in the existing releases.

We've registered your idea for the future versions of the application! 

Thank you for making us better!

Hello Andres.
Thank you for your question.

The logic you are trying to achieve can be implemented in a couple of ways. It depends on which sections we are talking about and the reason for doing it.

The first way of redirecting from one page to another is using the handler chain service. For example, in the Contacts_ListPage (Freedom UI) in the HandleViewModelInitRequest, I implemented a handler as follows:
 

During the page initialization, I use the handler chain instance to call the OpenPageRequest handler, which in turn opens the ContactSectionV2 page (Classic UI List Page). This method is the most straightforward but makes the least sense if you want to apply the redirection logic that you described to those sections that are present in both Freedom UI and Classic UI by default. Instead, you can simply set up your workplace to display the Classic UI section instead of the Freedom UI.

Here you can see that there are two copies of the Contacts page. Some pages are duplicated as they are present in both Classic UI and Freedom UI.

However, there are cases when you might notice that even though you set up your workplace to open a Classic UI version of a page, the system will open a Freedom UI analog. To change this behavior, you can go to Lookups -> Object-specific form page interface in the Freedom and Classic UI shell.

Change the values for the 'Classic UI shell' and 'Freedom UI shell' columns to Freedom UI pages if you want your page to open in the Freedom UI version or to Classic UI respectively. But note that the Freedom UI section ignores any page settings and always opens a Freedom UI page (if there is one). An article regarding this question can be found here.

To summarize, your logic can be implemented in a couple of ways depending on the details.

I hope my answer helps you. If not, I am open to helping you further.

Hi Yevhenii, thanks for the complete answer, was very helpful!

Hello,

Please note that you can set a specific section as a Home page for every user:

This way, when a user logs in, they will see the set section's list right away.

Mira Dmitruk,

Hello,

is it possible to do this on group or workspace level?

Setting this for a lot of users individually is very tedious and it also repeatedly has to be done for new users.

Thanks,

Robert

Robert Pordes,

Unfortunately, setting up the Home page for a group\role is not possible right now. 

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

Thank you for helping us to improve our product.

One of the options is to use the ORM. The idea here is to first check if the received text value is already present in the lookup or not. To do that perform a simple select from the entity of the lookup and check if there are values there that are the same as the received text value. Examples of retrieving data can be found here. If the value is present in the lookup - set the Id of that lookup record for your main record lookup column (as described in the examples here).

If the value doesn't exist in the lookup - create it and then set the Id of the created lookup record as the value for the lookup column in your main record.

Oleg Drobina,

Thanks Oleg, what you describe is exactly what I need to do, but I still don't know how I can do it.

Oleg i do this Code with the information than you gave me:

string fechaApi = Get<string>("FechaApertura");
string XStudioUsuarios = Get<string>("XStudioUsuarios");
string ExpectedRevenue = Get<string>("ExpectedRevenue");
string UserName = Get<string>("UserName");
Guid UserApi = Get<Guid>("UserApi");

DateTime fechaNueva;
int XStudioUsuariosInt;
int ExpectedRevenueInt;

if (!string.IsNullOrEmpty(UserName) && UserName != "false") {
    
   var esq = new EntitySchemaQuery(UserConnection.EntitySchemaManager, "Contact");
    var idColumn = esq.AddColumn("Id");
    esq.Filters.Add(esq.CreateFilterWithParameters(FilterComparisonType.Equal, "Name", UserName));
    var entityCollection = esq.GetEntityCollection(UserConnection);
    
    // Verificar si se encontraron resultados
    if (entityCollection.Count > 0) {
        var entity = entityCollection[0];

        var userApiLookup = new {
           Value = entity.GetTypedColumnValue<Guid>(Id.Name),
           DisplayValue = entity.GetTypedColumnValue<string>(Name.Name)
       };
    
        // Establecer el objeto Lookup en UserApi
        Set<Guid>("UserApi", userApiLookup);
    } 
}

if (fechaApi != "false") {
   // Intentar parsear el string de fecha a DateTime
   if (DateTime.TryParse(fechaApi, out fechaNueva)) {
       // Establecer la nueva fecha si el parseo fue exitoso
       Set<DateTime>("FechaAperturaNueva", fechaNueva);
   }
}

if (XStudioUsuarios != "false") {
   // Intentar parsear el string a int
   if (int.TryParse(XStudioUsuarios, out XStudioUsuariosInt)) {
       // Establecer el nuevo valor si el parseo fue exitoso
       Set<int>("XStudioUsuariosInt", XStudioUsuariosInt);
   }
}

if (ExpectedRevenue != "false") {
   // Intentar parsear el string a int
   if (int.TryParse(ExpectedRevenue, out ExpectedRevenueInt)) {
       // Establecer el nuevo valor si el parseo fue exitoso
       Set<int>("ExpectedRevenueInt", ExpectedRevenueInt);
   }
}

return true;
 

Hi,

Printed forms work so that they print the information contained in a single record of a section. One section record equals one report. If the task is to include information about multiple lead records in one report, it is better to create a separate section for this purpose, where you can add fields and details that will reference specific records via reverse relationships. This way, you can include data from multiple records in the report.

Printable forms are generated as one document per section record. If you want to implement your own logic for working with printed forms using development tools, you can look into the client schema "PrintReportUtilities," which interacts with "ReportService" on the server side. 

It would be best if you implemented something similar to ReportService.

Hello,

As stated in the article

• FSD of C# code is possible only by interacting with the on-site Creatio database.

You won't be able to access the cloud-hosted application's file system.

Assuming you're referring to creating a custom javascript UI component, correct?

You can create a local workspace for on on-site Creatio to create the custom component using Clio. Documentation and tutorials on how to do this is sparse. There are some very short videos on this topic here: https://www.youtube.com/watch?v=CE5uETqTsyQ&list=PLnolcTT5TeE2BMFf_XmJrSwpnbcLCLJkb&index=1

The documentation here also refers to steps you can use Clio for as well: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/front-end-development/freedom-ui/remote-module/implement-a-remote-module/overview

Ryan

Oleg Drobina,

Thanks for the answer! that clears it up !

Ryan Farley,

Thank you for your reply!
Yes I mean custom javascript UI component. But if I'm understanding correctly, even Clio utility works only with on-site Creatio, right ?

Youness Youki,

No, Clio is not just for on-site - it allows you to work with a cloud hosted Creatio as well. A Clio workspace allows you to create a UI component & package on your local machine and push it to a cloud hosted system. The video I linked to shows the steps to do this (create a Clio workspace, connect it to a cloud Creatio system, create a UI component and then push the package from your local machine to the cloud system). 

Ryan

I see! I'll try it then.
Thank you !

Greetings,
 

You can implement this using a parameter in the business process.

Below, I have provided an example of such an implementation. Please note that this is an example implementation, and you will need to adapt the business process to fit your business idea.

In my case, I pass a user as a parameter who is "TestDocum"; in this case, the process will follow the path to True.

If I pass another value, such as "Ser," the process will follow the path to False and terminate.

I hope this example helps you implement your business idea.
 

Best regards, 

Orkhan

Hello, you can clear the date column by setting it's value as: null

Ryan

This is because the user_id is an array in the payload received from the web service, not just a single value. If you know the array will only contain a single set of values and the first value in the user_id array will always be the integer Id and the second value will always be the text name, you could flatten them out by mapping them as text and integer values:

• Map ID as: user_id[0]
• Map Name as: user_id[1]

Ryan

Ryan Farley,

What you're telling me is that I have to set the user_id as an object?

You could, but that doesn't pass to a subprocess (with an array inside an array). If you are able to flatten it out and if you know the array will only contain a single set of values and the first value in the user_id array will always be the integer Id and the second value will always be the text name, that will pass easily to a subprocess. Like this for the "user_id" first element in array, which is an int from what you've shared:

The second value in the user_id array, which is a string from what you've shared, would look like this:

This is assuming your JSON looks like this:

{
	"result": [
		{
			"id": "someid",
			"name": "somename",
			"user_id": [
				60,
				"Some name"
			]
		}
	]
}

You're basically changing it from an array with an int in index 0 and string in index 1 to flattened out properties pointing to the value in index 0 and index 1. This is, of course, assuming that the user_id array will only contain an int at index 0 and a string at index 1.

Ryan

Ryan Farley,

Thanks Ryan, I understood your explanation, I will apply it and let you know how it goes.

Carlos Soto,

Thanks Ryan. It's works

Hello!

At this moment, we do not have such functionality. We will pass this recommendation on to our RnD team. 

Yes, it would be useful to have "internal only" type parameters, as plenty of the ones used in creating BPs are exactly that. Currently what I do is set them to output params rather than in/out params, so that they don't appear as params to be populated when used elsewhere.

Along with internal only params, it would be nice to have required params for BPs too, which would go to an error state in the logs if left unpopulated.