Dears friends and community

 

is there away to customize Freedom UI to have multi select on dropdown. I am working on "product elegibility criteria" and this type of feature is important to us. Classic UI is not an option to us. 

 

please advise on best approach and practice

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The drop-down in Freedom UI does not currently support multi select. For now, you'll have to code something yourself using the multi select capabilities of the lookup dialog instead, this article should help get you started: https://customerfx.com/article/invoking-a-multi-select-lookup-dialog-on…

Ryan

Hello.



The possibility to use multi-select lookups in Freedom UI is registered as a feedback and will be available in future releases of Creatio’s platform.

At this moment, you can check the materials for Classic UI:

Marketplace solution:

https://marketplace.creatio.com/app/multi-select-text-field-setup-creatio



And a link to the community post where this issue has already been discussed, perhaps it will be helpful to you:

https://community.creatio.com/questions/multiselect-lookup

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Hello,



I am currently trying to edit an account info page and am running into an issue. I want to create a field with options in a dropdown format, but so far, I have not seen any way of doing so. 



Is this something I did not see in the documentation, or will I need to use the booleans to ensure my users can select their needed options?



Any help is appreciated. I appreciate any help you can provide.

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Hello,

In the context of Classic UI, the Lookup view is configured on the page editing page. By selecting the "List" parameter, this lookup will be displayed as a drop-down list.

Regarding configuring this option for a detail with an editable register, currently, this can be implemented using development methods. More details are described in another post on the Community:



https://community.creatio.com/articles/displaying-columns-editable-reco…



Thank you for contacting us!

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Hii Everyone,

 

I was working on Bussiness Process to generate Successful message in Corressponding Section as a Popup.So,I choosen Autogenerated page for this requirement to display message but it was working. It was showing Notification in Notificational Panel but it should shown in Corressponding Section.

 

Can anybody please,help me to resolve this issue.

 

Thanks & Regards

Keerthana

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Hi Keerthana,

 

Unfortunately it's not clear what exactly was done and what is the required result and what is the actual result. Can you please share screenshots or additional details?

 

Thank you!

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Currently i want to implement a soap type web service in Creatio, but i have a problem, where the content type must be set to application/xml-dtd. How do I change the content type to application/xml or text/xml?

 

Below is i'm the attaching the sample web service that i create.

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Hello Ahmad, 

I have an article that describes how to return different content types from a configuration service here: 

https://customerfx.com/article/returning-an-html-page-from-a-creatio-co…

The above article changes the returning content type to text/html however, you could change it to any type and then return the data in the stream as needed.

Ryan

Hi Ahmad,

 

Unfortunately, such modification is not possible in the application, but thank you for the idea, we will register it to our R&D team for its implementation out-of-the-box in the future application releases.



For now you may use either application/json content type or pass a Stream, extract the body and process it in accordance to your business task.

 

Many thanks,

Artem

Hello Ahmad, 

I have an article that describes how to return different content types from a configuration service here: 

https://customerfx.com/article/returning-an-html-page-from-a-creatio-co…

The above article changes the returning content type to text/html however, you could change it to any type and then return the data in the stream as needed.

Ryan

Ryan Farley,

Thanks Ryan!

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Greetings,



I have a question regarding the "Full Name Starts With" Filter.

I was told that the way I entered them above is not correct. What would the best option be for entering multiple values for this filter? I would think there would be an opportunity to select multiple values like below, but this isn't the case:



Thanks in advance for any guidance.



Best,



Lucas

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Hello,



Unfortunately, the filter you have set up cannot filter records in this way. Your issue can be solved by grouping several filters and using the OR option. For example:





More detailed instructions, you can find here: Applying the advanced filter with grouping filter conditions.

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Question

Hi all, 



Does anyone know how this works? For some reason when changing package dependencies, the autonumbering was switched off.

 

Now I can't find a way to to switch it back on and continue at the numbering it was at. The only option seems to start from the beginning? 



Thanks

Harry

 

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Hi Harry,



We understand that you may need to manually reset the current number in a specific column, for instance, to initiate numbering from 1. Currently, there is no interface that allows users to configure this manually, so the following steps need to be taken:

Identify the UId of the auto-numbered column.



For the identified column, use the script below to set a new starting number. In the examples provided, '4a40180c-61bf-de86-2f08-b05852a5ea6d' represents the UId of the auto-numbered column, and '1' is the next value from which the auto-numbering will proceed.



Script for MSSQL:

ALTER SEQUENCE [4a40180c-61bf-de86-2f08-b05852a5ea6d]

    RESTART WITH 1;



Script for PostgreSQL:

SELECT setval('4a40180c-61bf-de86-2f08-b05852a5ea6d', 1, false);

Hi Bogdan,



Is it possible to access the database from a cloud instance? Or must one contact support to run a script like this? 



Thanks

Harry

Harry,

 

You should contact support on this matter. 

How can I get the column UID?

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I am new to Creatio.

I would like to create a Date field and change it from yyyy/mm/dd to yyyy/mm. However, I have looked and cannot find a way to do this.

Is there a better way to do this?

I am thinking that 2023/11/14 should be 2023/11.

 

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I have done this without the "/" by creating a new string field called "Period" and having a business process which updates that field. The formula was (based on my date field)

 

[#read opps line.First item of resulting collection.Opportunity Line Date#].ToString("yyyyMM")

 

You could try by adding the "/" after the yyyy.

I have done this without the "/" by creating a new string field called "Period" and having a business process which updates that field. The formula was (based on my date field)

 

[#read opps line.First item of resulting collection.Opportunity Line Date#].ToString("yyyyMM")

 

You could try by adding the "/" after the yyyy.

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Dear friends and community, 

 

I urge your support and advise to get a way or method to generate PDF from a filled form application. (I am using latest version) 

 

Regards, 

Hisham

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+1

Hello,



Maybe you can use Printables and then build a server-side code that will convert the printable word to PDF, you can store the result in an activity for self keeping or etc.



You can use 3rd party DLL to convert the word to PDF.

Hello,

 

As of now, the PDF conversion functionality is not available in the ootb version of the system.

 

Currently, we can recommend using the PDF conversion feature in MS Word by using the "Save As" option.

 

As a workaround, if it is necessary to prevent users from making changes to the PDF file after exporting:

You can upload a Word file with a password for modifications as a template for the printable. This way, the necessary data will be included in the file, but it will not be possible to make changes without knowing the password.

 

Additionally, we can suggest an alternative approach:

Use the marketplace addon "Aspose.PDF connector for Creatio" - https://marketplace.creatio.com/app/asposepdf-connector-creatio

 

Best regards,

Yuliya

Hi,

 

It has been years since Creatio removed this feature from OOTB

 

It is the feature that has more requests from partners and is assumed to work from all clients (as all other major platforms have it OOtB)

 

It is very disapointing that it is now not even in the pipeline to have it

somewhere in the future.

 

In this case Creatio is really not listening to the partners and customers

 

Rgds,

Luis

Hi Ahmed, 



For what it's worth, I use Power Automate a lot to handle these kind of functions where Creatio lacks the functionality. You can handle the API response of Power Automate REST Trigger to give you the data back, etc... 



If you are using 365 in your tech stack it, it could be an option. 

 

Harry

Harry,

 Interesting indeed 🧐. Could you make a blog post ? 🙂



@luis --> agree with you, this is such an akward missing feature nowadays.

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How would we associate page with  a data source ID and load up that data source when the page loads?

 

Currently the Classic UI page opens, but no data is loaded.

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Hello,



Could you please elaborate on your business task with screenshots? 

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In a section edit page, we have created custom buttons and have functionalities to hide and show the button. If we refresh the page Button enable/ Disable are working fine

But once we open the edit page, the button visibily/ page opening are not working properly until we refresh the page

we tried  this.reloadEntity(); inside init:function(){} Method.

Please Suggest me how to solve this issue.

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Hello,



Could you please describe in more detail what the problem with the button is when refreshing the page? I mean, how should they work and how do they actually work? If you have a chance, please send screenshots.

I think, this button works only in Page mode. So, you should also add this button to Section. (see more in https://academy.creatio.com/docs/developer/interface_elements/record_pa….)



Kind regards,

Vladimir

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