Dear, I made a forecast on the products ordered by customers in order to obtain the total quantities per product ordered over several years and by year. Now I would like to display this data on the account page as a table filtered by account. Is it possible to access the forecast tables and display filtered data (by account) ?
On freedom, we can't delete feeds that aren't ours, even if we're an administrator. Can we change this behaviour? Administrators should be able to delete feeds even if they're not their own. Is this possible?
Unfortunately, by default, this functionality cannot be implemented due to the core logic of the application’s configuration.
When working with the Feed tab, you are interacting with a system object governed by predefined rules. According to these rules, only the user who created the post (the Owner) has the ability to delete (Remove) or edit (Edit) it, just like with other system objects.
However, we have forwarded your suggestion to our development team for review, and they will explore the possibility of implementing such a feature in future releases.
On our development environment, when I add a feed to a page, for example on the account page, the feed automatically appears on the Feed tab of another user connected to the environment. However, in production the feed doesn't appear, I have to exit the account page and reopen it to see the feed. How can I get the feed to appear automatically in production?
Live date update is only available on Freedom UI feed pages, and it works based on a web socket connection.
We recommend that you make sure that both sites use the Freedom UI account page.
And also make sure that web sockets are configured correctly for the production site.
More information can be found in the article on our academy.
If everything is configured correctly, but the feed does not update automatically without refreshing the page, we recommend contacting our support team - support@creatio.com
Hello Pvalo, I didn't explain my problem well. On our production environment, if two users are logged in to the same Account page in Classic UI, then if a feed is posted on one page, it automatically appears on the other user's page. If both users are on Freedom, you must reload the Account page to see the posted feed.
But on our DEV environment, it works in both cases, feeds always appears automatically. Do I have a configuration problem or is this the normal way of working?
Good day, Are there any plans to add built-in excel reporting feature to creatio? Using the marketplace addon "Excel reports builder for Creatio" doesnt support all the features our users require, some native solution would be great. Could you please share if there are any plans moving in this direction?
Unfortunately, at the moment, there is no such feature as you described.
We've registered this idea in our R&D team backlog for consideration and implementation in future application releases. Thank you for helping us to improve our product.
We are currently in the process of setting up UTM Parametes and have successfully configured UTM parameters in the lead channel, lead source, and lead source URL lookup in Creatio. However, we are still facing issues with tracking leads effectively.
Could you kindly assist us by reviewing our current configuration to ensure that everything is set up correctly? We would greatly appreciate your support in making sure that lead tracking is working as expected.
What is the best way to stop a detail record from being created once the status of a field in the parent object is not a certain value. Example - Stop 'Order Line' from being created when the 'Order' status is not 'Draft'
Approach 2 would be to implement this in the save request (assuming this is a freedom ui page). See https://customerfx.com/article/adding-code-to-the-save-event-of-a-creatio-freedom-ui-page/ The request could check the values and if not passed return false (instead of return next.handle(request)) - this approach would still allow invalid records to be added via import or processes, the first approach would not allow that.
We have a button in Freedom UI that calls a Business Process.
We want this button to be disabled at least for several seconds, till the process is completed. Clicking the button again, while the BP is still running might bring several issues to our logic.
We could do with this. I think I may have implemented this in the past by disabling the button on calling the process, and using the Send Message element at the end of the business process to publish a message that the client module is subscribed to to re-enable the button.
Fyi this is fixed in 8.2.2. Release notes mention: Streamlined business rule setup. "Dynamic filter" and "Set value" business rules no longer need conditions to work
I managed to filter a contact lookup using a business rule based on the contact's account name. For another contact lookup, I need to filter the contact ID to match the page's account ID. can this filter be implemented as a business rule ? after several days of research, I still don't see how to perform this filter without code... Can someone help me please ?
