Found, it is a single object for all entities: Approval, in the column "Reference schema name" must indicate the name of the object of the section where the Approval belongs and in the column "Entity identifier" the id of the object....

I'd prefer not to have the graphics in these areas. I've been removing them with CSS, I believe that is the only option.

Ryan

Ryan Farley,

Thanks Ryan, which CSS need to modify to list pages and Next steps?

Julio.Falcon_Nodos,

I like to get rid of the graphic and also the "Nothing to show here!" text so I use the following: 

#next-steps-no-data-animation, 
.next-steps-no-data-main-label {
    display: none;
}

This changes it from this: 

To this: 

Ryan

Thanks!, I owe you a beer in Miami! :-)

Ryan Farley,

Dear Ryan, and to ListPages, when there no data? regarding Freedom pages?

The closest thing to it is the devkit package on npm. Not much description but at least can see the definitions of what is in the devkit SDK.

https://www.npmjs.com/package/@creatio-devkit/common

Ryan

Ryan Farley,

Do you mean refer to the source code directly, or otherwise where is the link?

Gareth Osler,

Yes, go to [Code] and then select index.d.ts. This is the closest that exists for that now. You can see the available classes, parameters, etc. Some items do have some comments showing usage & short description. Definitely lacking, but at least provides some visibility to what is there.

Ryan

Hello Julio,

You can check it by creating the code that uses one version of the process, triggering the code, go to the process log and checking if the process was triggered. Then create another version, set is as an actual process version and trigger the code again.  Once done go to the process log and see which process version is triggered and make a conclusion.

Thanks Oleg, of course I can try it, I do it very often with almost everything...but I would like to know what the documentation says about it, and I haven't found it.

Thanks

Hello,

As a variant, you can try setting up the necessary feature via business processes.

For us to take a closer look, please specify which survey is meant here. 

Would you please provide more details regarding your business need and what is the expected result?

Best regards,

Yuliya.

Yuliya Gritsenko,

 

Hello Yuliya,

Thank you for your response and for suggesting the use of business processes to address my requirements.

I am specifically working with the Sales'Up Questionnaire Management for Creatio, which is utilized to manage surveys and questionnaires within Creatio. The functionality of this product allows for a wide variety of survey types and configurations, crucial for collecting insights across different departments and external users.

The feature I am aiming to implement should ensure that contracts, once included in a survey at the point of saving, remain in the survey results, regardless of subsequent status changes which would normally exclude them based on the survey's current filtering criteria. For example, if a contract's status changes from "Registered" to "Cancelled", I would like the survey to retain the contract's data as it was at the time of the survey's save action.

Could you guide me on how I might leverage business processes to capture a snapshot of the contracts at the time the survey is saved? This snapshot should then be maintained independently of any changes in the contract's status. If there are specific business processes or Creatio functionalities that could be tailored for this purpose, I would appreciate your insights or any documentation you could provide.

Looking forward to your advice on how best to proceed with this implementation.

Best regards,

Yurii Uhorskiy

Yurii Uhorskiy,

Hello,

We are not familiar with the structure of the Sales'Up Questionnaire Management for Creatio connector. Thus, we recommend that you contact the developer of this connector directly for further assistance.

Best regards,

Yuliya.

and the same in a Detail (Freedom page)?

Hello Julio,

See this article here: https://customerfx.com/article/adding-row-action-menu-items-to-a-creati…

You can override the menu (usually to add other menu items to it). When you do so you override the "Open", "Copy", "Delete" options and need to add them back in. You could override the menu and then just only add back in the "Open" option. It would look like this (the article will provide more details)

viewConfigDiff: /**SCHEMA_VIEW_CONFIG_DIFF*/[
    {
        "operation": "merge",
        "name": "DataTable",
        "values": {
            //...,
            "rowToolbarItems": [{
                type: 'crt.MenuItem',
                caption: 'DataGrid.RowToolbar.Open',
                icon: 'edit-row-action',
                disabled: "$Items.PrimaryModelMode | crt.IsEqual : 'create'",
                clicked: {
                    request: 'crt.UpdateRecordRequest',
                    params: {
                        "itemsAttributeName": "Items",
                        "recordId": "$Items.PDS_Id"
                    }
                }
            }]
        }
        //...
    },
    //...
]/**SCHEMA_VIEW_CONFIG_DIFF*/

Essentially you're replacing the existing menu with one that only has the Open menu option. This works for any list (section or a list on a page)

Ryan

Ryan Farley,

Thanks Ryan, I promise I looked first, before to publish, in your articles, but didn't found this one. Thanks a lot

Regards

Julio

Ryan Farley,

Dear Ryan, I didn't found the crt.DataGrid element in the viewConfigDiff in the code of the listpage, I found it on a FormPage, but I need it also in a the ListPage

solved no need to search crt.DataGrid, jus add it on viewConfigDiff

Julio.Falcon_Nodos,

Yes correct. For the list page, the List (crt.DataGrid) exists in the parent page, you just need to merge in the changes.

Ryan

No worries - there's so much new info now with Freedom UI stuff, it's hard to know what to even search for!

Julio.Falcon_Nodos writes:

Ryan Farley,

Thanks Ryan, I promise I looked first, before to publish, in your articles, but didn't found this one. Thanks a lot

Regards

Julio

This could really do with being configurable using no-code tools, as it's quite cumbersome to apply to every list users will see but is often important - being able to copy records which should have to be created in specific ways is often an issue for business data.

Hello,

In such case, you can add a 'Quick filter' component with the following parameters:

And you will be able to search records by tags:

Bogdan,

Thanks a lot. It worked..

You can use the $top and $skip parameters to retrieve the data in pages. 

For example: 

Page 1 (first 1000)

https://creatiourl/0/odata/contacts?$top=1000&$skip=0

Page 2 (next 1000) 

https://creatiourl/0/odata/contacts?$top=1000&$skip=1000

Page 3 (next 1000) 

https://creatiourl/0/odata/contacts?$top=1000&$skip=2000

etc

Ryan

Hello Mid,

We have consulted with our colleagues from the R&D team regarding your case.

Unfortunately, there is no such option. Apart from that, its implementation would require development tools. 



For example, 

The necessary logic according to your business task is implemented on the coreb part "Case Lifecycle" and you can build on the work of this part when developing.



The implementation of CaseLifecycle filling method can be observed in the event process (CaseSaving and CaseSaved) of the Case object from the SLM package.

CaseLifecycle filling method - SaveLifecycle().



To implement the logic, you will need to create two objects - Usr[ObjectName] stages and Usr[ObjectName]history, on the basis of which the detail will be created.



We will also create a case for our R&D team on this matter so it may be implemented in the next releases.

Hello,

 

At the moment, there is no official procedure for updating the application to the docker. You can find the relevant communication in this article on Creatio Academy.

We recommend deploying to the docker only for test environments.

 

Thank you.