Hello. In my case, I need to add the ability to upload to excel from pivot tables. As far as I understand, this is a possible corrective version of the "PivotTableViewConfig" module, but as far as I know, modules cannot be loaded into their own package.
I want to further ask on this. In freedom UI, Nor form edit pages neither list pages edit pages, there is no 'list' type component. Components in these edit pages are:
spline, bar, line, doughnut, area, column, scatter --> ( those are 'chart' types),
Pipeline
Metric
Gauge.
There is NO 'LIST' type component in new UI page/form/list edit Pages.
Again, how can We 'create' list type dashboard element in new UI? And beside system being in new UI or old UI, How can we export pivot table?
Sorry for the misunderstanding, but pivot tables are not currently available in Freedom UI. You can use pivot tables only in the Classic UI, but unfortunately, there is no way to export them yet.
To answer your second question, to create a list element in the dashboard of the Freedom design, you can use a regular list element:
We needed to do exports and noticed that the dates are coming out as decimals.
I created an excel report template, went to different leads folders and when downloaded a report, the dates are all decimals. Even with different reports they still export as decimals.
Therefore is either a problem with the excel report plugin or in the creatio system both I can't modify.
Please check this out when you can. I think this is a new problem I don't remember having this issue before.
We are using the devlabs Excel Reports Builder add-on and since the Creatio upgrade to Version 7.17 or 7.18 it is not possible anymore to upload templates. The upload in itself seems to go well as there is no error message indicating otherwise. But the checkbox "Template uploaded" is not set to True and after generating the report it is obvious that the template was not uploaded because none of the uploaded changes are in the generated report.
we can see this warning popping up when downloading the report and when we click on yes the excel says it has modified certain cells.. Can you please advise what could be the reason?
I had manually verified the existing live data with the report data and it matches correctly. Can this warning be ignored? we are only noticing this warning on random days. Please advise.
Please make sure you're using the Excel product that contains the latest updates. The next article can be useful for resolving the issue you have mentioned:
I had no issues with generating a report in Studio Creatio, Enterprise Edition, version 7.17.2.
Please send us more information to help us reproduce this issue. What we need the most are the name of your Creatio product and its version. Moreover, do you use *.xlsx file templates in your reports? Can you see any error messages in the console after clicking to generate a report?
We were trying to generate a report based on the service section. We created an Excel report to generate the number of cases created for last year along with some other filters. However, when we try to generate the report we are getting the below error. This error pops up only for certain filters and for some filters the report seems to be working. Like if we get the report for month it works while if we try for last one year it pops with an error.
this error relates to configuration or data. Set up all columns from the report in the 'Cases' section, use similar section filters, and try to export data using a basic functionality 'Export to Excel'. Come back with results.
SysAdminUnitId - this is the ID of the record in system administration object. Basically it is ID of the system user.
GroupId - once the search is performed, the records are grouped Each group of contact records has its id
GroupHash - when you set the records as 'not duplicates' the value from the GroupHash column goes to the ContactDuplicateSearchGroupExclusions table. It is made to exclude the group of records from the duplicate search results as you do not consider them as duplicates.
An option how you can do it is to send it as an email instead of downloading it. You can create a process that would start on a timer and email you (or any person needed) the report. Here is the community article on how to do that:
.jpg){kind=avatar}
