I don't understand why this is missing currently. Would have thought the most basic component in dashboards would be available, considering all the other chart types are there.

Available iņ Creatio 8.3.1 :)

Damien Collot,

I created a demo environment from Creatio homepage that is version 8.3.1.4437 and I confirm the "List widget" is now available:

Thanks !

Hello,

Thank you for your question regarding Freedom UI Dashboards in Creatio 8.3.0. 

To clarify, the object SysFreedomDashboard is indeed a virtual object and does not correspond to a physical database table.

 However, the information related to Freedom UI Dashboards is managed using the following physical tables:

 - SysDashboard: Stores dashboard-related metadata, including configurations and layout details. 

- SysDashboardItem: Contains the configuration of individual dashboard widgets. 

- SysDashboardLcz and SysDashboardItemLcz: Responsible for storing localized strings for dashboards and their items.

If you intend to create a SQL script to query or manipulate data, you can use these tables as a starting point. Please bear in mind that manipulating these tables directly is not recommended and should only be done after ensuring no impact on system functionality

If you need further clarification or have specific requirements, please provide additional details, and we would be happy to assist.

Embedding a "Data" element in a package selecting the freedom UI records from SysDashboard and SysDashboardItem is a good solution? The "Lcz" records would be automatically included in Data package element?

Thanks

Hi,

Freedom does not use SysDashboard tables and others.
You can see how the virtual SysFreedomDashboard object works in the SysFreedomDashboardQueryExecutor scheme.
The system does not store dashboard settings in the DB, but collects them from all client schemes that you create through the designer, for example, OrdersAnalyticsDashboard, AccountsAnalyticsDashboard, etc.
Therefore, you do not need to bind anything additionally to the package if you saved your scheme there.

Hello Lytvynchuk Vladyslav,

Valeriia listed those entities to be the ones involved in SysFreedomDashboard virtual object. When you edit or create a new Freedom UI dashboard nothing changes in current packages then the new dashboards seems not stored in client modules but only in some database tables.

There are two ways for creating a Freedom UI dashboard: 

1. editing a client schema page, then it goes to the current package
2. Creating it without editing any pages, then it seems to go only to database tables via SysFreedomDashboard virtual object. This is the method we need to use.

Checking for the tables listed by Valeriia it seems that those tables are really involved in Freedom UI dashboards (they have new records when you create a new freedom ui dashboard).

Were you talking about the "way 1" or the "way 2" to create freedom ui dashboards?

Thanks

If you configure the dashboard in another way, then it will be a scheme in the package, as described earlier (screenshots 1-2).

If you want to configure the dashboard without changing the package, then such a dashboard is saved in the SysUserLevelSchema table and dependents (screenshots 3-4)

Not yet available in Freedom UI sections.

Hi Ryan,

I have noticed some other posts where a link to this Academy page was mentioned with information that Dashboards can be added as a tab to a section page. Is this correct? 
 

https://academy.creatio.com/docs/8.x/no-code-customization/8.1/customization-tools/ui-and-business-logic-customization/element-setup-examples/layout-elements/set-up-a-tabs-layout-element

Would the final result be like the one showed on the page below posted by Harry in the post here? https://community.creatio.com/questions/dashboard-data-list-view-freedom-ui 
 

Hi Harvey!

Please confirm, am I understanding correctly that you want to replace the section ListPage with your own page containing dashboards?

Is your dashboard page implemented in FreedomUI?

Which page does this page inherit from? Is it the Homepage?

Hi Pavlo, Essentially I want to create a standalone section page, so one that isn't tied to a specific entity or have to be created using the section template in the application hub.

Yes, using Freedom UI exclusively.

And the page I have created is inherited from the Homepage exactly. Is it possible to register this page as a section page?

Hi,

 

In general, there isn't a built-in feature for this. However, for such usage, we have the option to set a Homepage for the workplace. You can set this page instead of the current one.

 

But if you need two of your dashboard pages to be on the same workplace and displayed as a section, you can create a new section in the Freedom UI and replace its SectionSchemaUId with the UId of your dashboard page schema.



update "SysModule" set "SectionSchemaUId" = 'UId of dashboard schema module' where "Id" =  'Id of the section you want to open with the dashboard'

 

For example, I successfully set the SalesEnterpriseHomePage to open from the test section.

Hope this helps!

Thanks Pavlo, we already have a page being used as the Home page of the workplace the additional dashboard needs to reside in, so we had to do the database editing you suggested to get it to work, which it now does - thank you! This would be a very useful option to be able to do without custom SQL, no code being the aim of Creatio config going forward!

Pavlo Sokil,

If I understand, after creating the freedom ui dashboard page, I should create a new "Freedom UI Section" in my app using Application Hub? When I do this, doesn't Creatio automatically create the list and form pages related to the new section?

After executing the SQL statement to update the "SectionSchemaUId" field of the SysModule table record with the Id of my new section, what happens to the object and database table created by Creatio when the new section was created?

Thanks

Hi,



 

Unfortunately, it is impossible to change the display of the dashboard from the Calculated metrics add-on using basic methods.

 

Regarding the "Divide by zero error encountered" error, to avoid this error, you can add +0.01 /(last year to date + 0.01) to the value by which the division is performed, but this will cause a slight difference in the calculations.

 

You can also add filtering to the Pivot table so that records with the value "last year to date" are not included in the list, so division by 0 will not occur and you will avoid the display error.

 

We have created a task for our development team to investigate and develop a mechanism to address this error in future versions of the application as the error occurs at the database level.

 

Thank you!

Is it the same question? https://community.creatio.com/questions/freedom-ui-sorting-lookup

Vladimir Sokolov,

it may be related, but that question is discussing combo boxes in pages, whereas I’m looking for chart sorting (e.g. in a bar graph) so I expect any solution would be fairly different.

Harvey Adcock,

 

Good day,

 

Could you please provide more details about your business task?



Perhaps you could take a screenshot with a description of your requirements so that we can better understand them and offer advice.

 

We are looking forward to your feedback.



Best regards,

Pavlo

Hi Pavlo,

Sure, what the business is asking for is to be able to sort a chart's columns by the lead stage through the process, rather than by the stage's name alphabetically or by the total number of leads in each stage as can be selected by default in the chart options. For example, see this chart available in the Home section of the Sales workplace in a clean CRM trial environment:

It is currently sorted by the stage name alphabetically, which doesn't align with the progression you actually get through the Opportunity stages. Looking at the sorting options, we can see that the only ones available are to sort by the grouping name alphabetically, or by the measure value:

So we are unable to sort by another field on the Lead Stage lookup that we've created - Stage Number - which would order it correctly. What we'd like is to be able to use that additional field for sorting without using it as the labels for the x axis.

If there are any workarounds for this besides numbering the stage names themselves, we'd love to hear about them!

Many thanks,

Harvey

Harvey Adcock,

Good day,

 

Unfortunately, it's not possible to implement this with the current basic functionality. However, we have registered the idea for our development team to consider implementing this feature.

Perhaps the "Full pipeline" dashboard type may work for you, where stages are grouped according to their placement in the DCM field?





 

Thank you for reaching out!

Hi Pavlo, 

Would you know if more advance sorting of dashboards has been enabled in any further Creatio releases? 

Thanks,

Jacek

Hello Damien,

This feature was available in OOTB sections in Old UI:

Unfortunately, though - it is still not aviable in Freedom UI at the moment. Thank you for your question, it's aviability will be prioritised in our development roadmap.

Best Regards,

Dan

Denis Bidukha,

Hi Denis,



Thank you for you answer - it's great to know it exists on the "contextual" dashboards in Creatio - it would be great to also work OOTB in the Dashboards Section itself too :) !



Best day,



Damien

Hello Team

Has this request been taken up? We have had  many conversations on this with our customers and it is the most wanted feature for Management groups.



Thanks

Hello Christian, 

Please write to support@creatio.com, as this issue needs more analysis and will require external access to your instance (from Supervisor and test user).

Thanks, 

Igor

Thanks, will do.

Support helped me out - solution is not perfect. Recreate all relevant dashboard in English and then they are visible in other languages too.

Hello Jasmin,

You'll need Data elements to your package for either SysDashboard or SysWidgetDashboard:

1. SysDashboard - Stores the dashboards in the Dashboards section or in the Analytics part of a Section
2. SysWidgetDashboard - Stores the dashboards on pages - for example if you've added dashboard widgets on a page

If your dashboard is just a normal dashboard, bind data to your package from SysDashboard where the Title is the title of your dashboard. If these are dashboard widgets added to a page, look for the modules part of the page code and make note of the recordId values for the dashboard widgets there. Bind the records from SysWidgetDashboard with those Id values to your package. 

Note, this doesn't apply to the newer Homepage dashboard views.

Ryan