In Creatio there are two types of pages. Classic pages and Freedom UI pages. Freedom UI pages are the newer types, the application is slowly getting converted to Freedom UI (Classic pages are now considered legacy, the future of the application is Freedom UI).
Classic pages are based on Extjs, although you don't really need much, or any, Extjs knowledge. That's really just the framework that the pages themselves use. When you add code on the page, you don't really need to use any Extjs functionality. For Freedom UI pages things are different. The article I mentioned is for how to do this on a Freedom UI page. These pages are based on Angular, although you don't really need any Angular knowledge unless you are creating new components/remote modules. The Terrasoft usage is mainly for working in Classic UI pages, much of the functionality there is being replaced by the new Creatio DevKit SDK. The Terrasoft library is one created by Creatio (the company name used to be Terrasoft).
However, in either case, all the page code is using Javascript, so knowing Javascript is helpful. I do find, however, that using Freedom UI pages there is less and less need to add page code (Javascript) to do many types of customizations which required page code in Classic pages.
is there any way for clients to fill Creatio mini pages remotely by sending the link to access the mini page, fill data and save directly to the database ?
I have a campaign currently active (IMAGE 1) with an email tied to the campaign (IMAGE 2). As you can see, the run time for the campaign is 11:00 AM, while the email delivery time range is set from 11:00 AM - 12:00 PM.
IMAGE 1:
IMAGE 2:
Supposing I wanted to change the Email Delivery Time Range to 1:00 PM - 2:00 PM. Am I correct in assuming that the campaign will run itself at 11:00 AM, and the actual email would start sending at 1:00 PM? Thanks in advance.
We have a bulk email that we would like to launch. The tricky part is that the recipient list will be coming from a third party via an excel spreadsheet. Thus, there are two questions:
1) Could we upload this excel spreadsheet via the data import option (below):
2) Are there any measures needed to prevent the uploaded contacts from being added as a duplicate record?
Unfortunately, due to the basic logic of our application, it is impossible to import emails direct to the audience tab. It is related to the active contact licenses.
Unfortunately, we cannot provide advice on the implementation of improvements that affect the recalculation of licenses for active contacts. Also, we do not support solutions that are designed to bypass the licensing system.
Unfortunately, due to the basic logic of our application, it is impossible to import emails direct to the audience tab. It is related to the active contact licenses.
Unfortunately, we cannot provide advice on the implementation of improvements that affect the recalculation of licenses for active contacts. Also, we do not support solutions that are designed to bypass the licensing system.
As we are launching emails, I was wondering if there was a way to filter an email performance report (opens, clicks, etc.) by date/time? Any assistance would be appreciated. Thanks.
There is no OOTB solution to check what links the contact clicked, but it is in development already.
But we have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.
Does anyone in the community what the status relates to in the Email Listener Service Diagnostics? Specifically the section "Receiving subscription information"?
We have set up all user inboxes as shared inboxes under one account so as to avoid email loss when a user updates their password, etc.
However, recently i have been testing and notice that not all emails come into Creatio and I'm unable to find any pattern.
On the diagnostics page, I note a number of emails have the status as "not exists", but can see that emails are coming in for these users.
The 'not exists' status indicates the absence of a subscription for automatic synchronization for this mailbox.
If you've noticed emails that were synchronized through this mailbox but the mailbox status is 'not exists', it could be due to two scenarios:
1) these emails were automatically synchronized before the mailbox received the 'not exists' status, or 2) manual synchronization was initiated for this mailbox:
To investigate a specific case on your website, please reach out to Creatio technical support (support@creatio.com). This will allow for a detailed analysis of this particular case.
i was sending an email does anyone know how to solve this issue.
Failed to send a message. The following error was received: vhalloyd@gmail.com: The system setting “ExchangeListenerServiceUri” is not populated. Please contact your system administrator.
8.1.1 does include the ability for generating Word printables. However, I don’t see any mention of generating Excel reports (which is a separate marketplace addon)
Is anyone familiar with the roadmap, aware of when/if Creatio plan to add in the functionality to toggle a list page between dashboard and a list - as was available on the old UI?
I note that it is now possible to use the toggle (i.e feed/next steps) function without allowing the user to hide it, so theoretically we could build this into the page template quite easily. An example being the "UI Management List" page.
Similarly does anyone know when/if they plan to add the advanced filter functionality.
I would like to inform you that you can add the necessary dashboard icon in Freedom UI. In order to add the icon you need, please use the instructions by clicking here.
As Orkhan mentioned, you can add dashboard elements to list pages pretty easily. Additionally, you can add a toggle panel, drag the list to a panel and then have a setup similar to the old dashboards for sections - however that doesn't allow you to give users the ability to create their own dashboards without giving them the ability to edit the page itself.
There is an item on the roadmap that is what you're asking about which is currently slated for Q1 2024
Dashboard sections in Freedom UI
Users can set up their own analytics widgets in Freedom UI and take full advantage of no-code capabilities.
Orkhan, I am familiar with the tabs component, but unless I am missing something this doesn't give me what I am looking for. Although perhaps the toggle component would.
What I am meaning is the icon that appears next to the list name, that switches the entire grid below it from a list to a dashboard. This replicates the function that is available on classic UI.
The below screenshot was from Creatio's marketing materials prior to 8.0.6 last Christmas
