Hello,

This is a known issue related to base64-encoded images. 

They aren't supported in most web email clients (including Gmail) and are completely blocked in Outlook. Apple Mail is one of the few clients that does support them. Such emails also influence the site's performance, as the email size becomes larger if it contains base64 images. 

We have a few recommendations for you on how to avoid this behavior: 

1. Increase the system setting (create it if it doesn't exist) for LargeSizeEmailValue and LargeSizeEmailValueInFreedomUI. 

2. Enable LargeEmailsInTimeline.DisableEmailPreviewLoader feature. 

Please, consider replacing base64-encoded images with others, to improve the overall performance value of your emails. 

Best regards,
Ivan

Hello Ivan,

We will follow your recommendation and host our images on external servers, this will also improve our deliverability.

I added the LargeSizeEmailValueInFreedomUI parameter to the system settings but now when I click on "see more" I have an error in the console (image attached) and the system does not show me more of the email.

Otherwise, could you please tell me how to enable the LargeEmailsInTimeline.DisableEmailPreviewLoader setting? I can't find it.

Thank you Yvan !

Hello,

To add a feature that is missing, navigate to https://SITENAME.creatio.com/0/Flags, then just click "New" button and add feature by code.

Article regarding features on our Academy:
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/interface-control-tools/existing-feature/overview#title-3459-1

Best regards,
Ivan

Hello,

Could you please describe your business idea in more detail, what logic exactly do you need to achieve?

Hi Mira,

I'd like to filter feed messages entered on Account timeline using advanced filters/ folders in the Account section. 

So, in advanced filters I'd like to select object (e.g. Feed?), quantity, and then filter message text using 'contains' logical value.

Could you let me know if this is possible and how best to set it up?

Best regards,
Jacek

Hello,

Thank you, could you please also describe your business idea behind, what are you trying to achieve by such a setup?

Hi Mira, 

Firstly, maybe I will clarify that this is about a FUI configuration. What I am looking to do is just to filter the data entered as Feed messages. We will treat Feed similarly as Notes, but with an additional ability to upload attachments, so I'd like to be able to filter the data there on a higher (Account list page view) level. 

Thanks!
Jacek

Assuming what you're after is to see accounts with feed/timeline activity, for example, see which accounts have new activity this week. However, a filter like this will show accounts with activity/messages, not the activity/messages itself. 

Feed messages are object SocialMessage (title: Message/comment), however, they don't have a direct lookup to accounts since they are generic for any entity (the record stores the account Id in a generic EntityId column, not a lookup to the account). This is why they don't show in the list of objects related to accounts. To use this object in this way, I typically create a view to directly relate account feed records to the account so it can be used in filters. Not sure if it's possible to use in an account filter without that. 

Note, this would only account for Feed messages, however. If you want all timeline entries, that would come from several different sources (Case, Order, Opportunity, Activity, SysFile, etc) 

Hello,

Please register this issue with our Support team directly via support@creatio.com so we could analyze it properly.

Dear,

Thank you for reaching out to us.

Unfortunately, in the current system configuration, such an option for advanced filters is not available for the Timeline.

However, we have submitted a request to our R&D team to explore the possibility of implementing this feature in future versions of the system.

Please let us know if you have other questions.

Have a nice day!

Hello,

Both tasks are possible to implement. However, it will include slight low-code development in your system.

Here are the few articles that can be helpful in fulfilling your tasks:

Customize the Timeline component

Customize timeline

Create the Timeline tab tiles bound to custom section

Hello,
We must say that the ability to add filters to a timeline is under development. Unfortunately, we cannot tell when it will be added.

Hi , Any update on this , we have a requirement to add a recipient filter inside timeline component , any idea

Pranshu Basak,

Hello,

This feature is currently in the planned stage, but no estimates for its release are available at the moment.

Hello Harvey,



There is no such option for now, however, we've registered it in our R&D team backlog for consideration and implementation in future application releases.

Thank you for helping us to improve our product. 

Thanks Bogdan, it's definitely a feature that's needed - having every Contact show up in the Owner filter with no way to change this on a CRM platform isn't ideal.

I've discovered that it's possible to add this using code. To do so, you need to override the crt.LoadDataRequest handler and use the following code:

{
	request: "crt.LoadDataRequest",
	handler: async (request, next) => {
		// Filter Timeline's Owner filter to just Contacts with a User record
		if(request.dataSourceName === "ByOwnerQuickFilterInTimeline_xi3lpgm_ComboBox_List_DS") {
			const filter = new sdk.FilterGroup();
			await filter.addExistsFilter("[SysAdminUnit:Contact:Id].Id");
 
			// workaround for filters
			const newFilter = Object.assign({}, filter);
			newFilter.items = filter.items;
 
			request.parameters.push({
				type: "filter",
				value: newFilter
			});
		}
 
		return await next?.handle(request);
	}
},

You have to replace the name of the Timeline component in the above code from Timeline_xi3lpgm to whatever the component is called on your page.

Harvey Adcock,

good find, thanks!

You should mark your own answer as solution ;)

Harvey Adcock,

Well done! Thanks for sharing this Harvey. 

Also, if you've moved to 8.1.1 you no longer need the filters workaround - it's finally working properly in 8.1.1, just thought I'd mention.

Ryan

Ryan Farley,

Ahh great to hear, thanks for the info Ryan - and thanks for spreading the info about that workaround in the first place!

I'd like to share my solution on lookup filtering.

We wanted to have only contacts from our company and in certain functional role.

{
	request: "crt.LoadDataRequest",
	handler: async (request, next) => {
		if (request.dataSourceName !== "FbContact_List_DS") {
			return await next?.handle(request);
		}
 
		const ourCompanyFilter = new sdk.CompareFilter(
			sdk.ComparisonType.Equal, 
			new sdk.ColumnExpression({
				columnPath: "Account.Type"
			}), 
			new sdk.ParameterExpression({
				value: Constants.AccountType.OurCompany
			})
		);
 
		const funcRoleFilter = new sdk.CompareFilter(
			sdk.ComparisonType.Equal, 
			new sdk.ColumnExpression({
				columnPath: "[SysAdminUnit:Contact:Id].[SysUserInRole:SysUser:Id].SysRole.Id"
			}), 
			new sdk.ParameterExpression({
				value: Constants.FunctionalRole.MyCustomFunctionalRole
			})
		);
 
		request.parameters.push({
			type: sdk.ModelParameterType.Filter,
			value: ourCompanyFilter
		});
 
		request.parameters.push({
			type: sdk.ModelParameterType.Filter,
			value: funcRoleFilter
		});
 
		return await next?.handle(request);
	}
}

Alex Zaslavsky,

Interesting, it hadn't occurred to me to push multiple filters to the parameters. I've always added the multiple filters to a FilterGroup and then added the group to the parameters. I guess it's an array for a reason :) Nice to know it works that way as well.

Ryan

Hello , 

Can we set a current user as a default in timeline quickfilter ? 

Hello Solem,

To make changes to the addon, you can modify the Modifications package node of the addon structure.

There is an article in Creatio Academy with an example of how you can customize the Timeline component: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

Hello Artem and Solem,
When i try to save the update made into the modification package i get the following error :
Unable to save changes for item "CallTimelineEntity". It is either created by third-party publisher or installed from the file archive

how can i correct this problem ?

LÉZORAY Nicolas,

Hello, 

For my case, I was trying to add a new option menu in the timeline so I ended up editing the Timeline through updating the database value for that timeline to enroll my new activity.type

Solem Khn,

Hello Solem,

It works on Freedom with the doc provide by Artem.

On Classic i used to modify the database but this way doesn't works on Freedom, is not it ?

+1

Hello Harvey and Damien!

In Freedom UI Pages, the structure of the page is different and along with this a new way to refresh anything on the page. In this article you can find the way to achieve your goal:

https://customerfx.com/article/refreshing-reloading-page-or-list-data-on-a-creatio-freedom-ui-page/

Here's example of handler which you can use:

handlers: /**SCHEMA_HANDLERS*/[
 {
  request: "crt.HandleViewModelAttributeChangeRequest", 
  /* The custom implementation of the system query handler. */
  handler: async (request, next) => {
   await next?.handle(request); 
   if (request.attributeName === 'Your Attribute Name' )
   {
    const handlerChain = sdk.HandlerChainService.instance;
    await handlerChain.process({
     type: 'crt.LoadDataRequest', $context: request.$context,
     config: { loadType: 'reload' },
    dataSourceName: 'Data Source Of Obj You Want To Refresh'
    });   
   }
  }
 },

You may also find this article useful:

https://customerfx.com/article/receiving-server-side-messages-in-a-creatio-freedom-ui-page/

Anhelina,

How can we find what the data source is for a component like a Timeline or Next Steps component though? The article suggests looking at the modelConfig elements in the page code, but none of these seem to relate to the timeline or timeline tiles. I expect there is some data source being created behind the scenes but finding out what it's called is the main problem for applying the theory of being able to reload anything on the page as is suggested.

Many thanks,

Harvey

Hello guys!
I have been having some kind of similar issue in my code where the next steps component does not reload. Could anyone please share the dataSourceName of the next steps component or how to find it.
Thank you!
Joan

Hello,

You need to create a custom item view module based on the Contact object and add it to the Leads section. Please use this article as a reference where the same task is described using a custom "Books" section added as timeline item to the "Accounts" section.