Hi community I want to filter lookup field in detail of a page on the basis of record of another section and the page is in freedom UI and object of that detail is in classic UI
I'm currently working on generating a printable report formatted as a table. I've successfully linked the detailed information to the main object report. However, I have a couple of questions:
Do I need to use out-of-the-box columns to retrieve data, or can the report just include custom fields?
Most of my custom fields populate correctly, but I'm encountering an issue with the 'Supplier' column, which is a lookup linked to the Account section. I've verified the database to confirm the data is correct, so I'm puzzled about the problem here.
I'm including images of the report setup and output, along with the data that should appear in the printable version.
The main object in the report is "Purchase Approvals," and the supplier location can be either Local or Foreign.
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Below is what the output should be like in the supplier name
1. You can add any column to the report, both OOTB and custom.
2.1. We recommend that you try to re-add the table to the report and check the behavior again, perhaps the problem is in the incorrectly displayed table.
2.2 Check that there are no columns with the same titles in the table you are displaying, you may be displaying different columns.
If the problem is still present, we recommend contacting technical support, support@creatio.com.
К сожалению, в приложении нет возможности отображать значения полей в отчете на языке, отличном от текущей локализации пользователя, а так же делать отчеты на разных языках (чтобы можно было выбрать язык значений полей, отображаемые в отчете (независимо от локализации) во время создания отчета).
Все значения в отчете будут отображаться на языке текущего пользователя. Чтобы значения печатались на английском или другом языке, необходимо сделать соответствующие переводы в системе и изменить локализацию пользователя на английский или другой язык соответственно. Затем значения будут подтянуты в отчет на выбранном языке.
Распечатать сам отчет или значения в нем на языке, который не установлен для текущего пользователя, пока невозможно.
При этом задача по добавлению этого функционала уже передана ответственной команде.
Hi I'm new to creatio, I have a process associated with a button where I want to fill in the value of a text field based on previously selected options. The button works fine but for the value to be reflected in the field I have to update the screen. Is there a way to fill this value without having to refresh the screen ?
Hi Franck, thanks for your help. I made the changes you indicated but the field is not updated in real time, I was reading other articles and it seems that it is a concurrent problem... I'll try another way but again thanks for your help
The "live data update" option only works for Freedom UI pages (and assumes the record you updated in the process is the same record you're currently viewing).
Please let me know how to do this: We have this Order Management (Order Allotment) in which employees are assigned in list below (GlbAssignedCatchers) of field from our Team lookup (every team has different number of employees), Let us know if we can save all of these catchers from GlbAssignedCatcher into a field on Order Allotment like (Catcher 1 / Catcher 2 / Catcher 3 / So on..) So that we can display all list of catchers in our list (on 2nd picture). This would help us alot. The main thing we are concerned is that, the number of catchers are different in every team and how we can get them all. Picture 2:
Thank you for your question. We have analyzed your problem and, unfortunately, there is currently no such possibility in the application.
However, we understand that this is not ideal for your specific needs.
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 understand the importance of providing our clients with the best possible experience and will work hard to implement the changes you have suggested.
Thank you again for bringing this to our attention, and please do not hesitate to reach out if you have any further questions or concerns.
I know the Modified By field shows the last to modify a case.
I'm trying to find out how I can track users who may have modified a case multiple times.
If User A modifies a case, the User B modifies the same case, I want to be able to track (either exporting to excel or in a graph/dashboard) and record that User A did modify that case, even if User B was the last to do so.
Is this possible? Every combination I can come up with seems to only track the last to modify a case.
You can set logging up on the object (and specific columns) under 'change log' although I am not sure how easy it is to export from there. Alternatively you could create a detail/section linked to Case (Case Audit) and have a business process that writes specific changes (like modified by) when a record is modified.
To track multiple modifications by different users in the "Case" section, enable the change log and add all the columns you need to monitor for modifications.
Добрий день. Намагаюсь зробити БП для створення нового Ліда з вхідного повідомлення на електронну адресу, але не можу зрозуміти до якої умови я маю причепитись в об'єкті Email повідомлення?
Ви можете створити бізнес-процес для створення нового ліда на основі тригера — створення нового запису в об'єкті "Emil повідомлення".
Ви можете зчитати дані з пов'язаної з ним "Активності", щоб отримати відповідну інформацію, таку як тема, пов'язаний контакт/обліковий запис (якщо такий є), і включити це в процес створення ліда як параметр.
Класичним випадком було б перевіряти, чи є у темі повідомлення ключові слова для створення ліда.
На зображеннях нижче я надав приклади того, як буде виглядати такий тригер.
Добрий день. Дякую. Необхідний лист через Активність Кому отримую. Далі питання, як я з нього отримаю Тему листа - Хочу зробити її назвою Ліда наприклад. Контакт, хто надіслав створити контакт з його данними.
Hi Team, I want to style my dropdown which has element code : "Usrcodedropdowncode" Can you please provide your inputs to achieve this? Thank you, Asif
I've found an excellent article by Ryan Farley that explains how to add custom CSS style sheets in Creatio. It may help you to understand how styling works.
P.S. Logic in Classic and FreedomUI is quite the same for this task.
I've found an excellent article by Ryan Farley that explains how to add custom CSS style sheets in Creatio. It may help you to understand how styling works.
P.S. Logic in Classic and FreedomUI is quite the same for this task.
Picture 2:
