Hello!

Yes, it is possible to filter the records available in the lookup when adding a new item to a detail in Freedom UI.

To do this, you can set up a static filter on the list component or mini page that opens when you add a new record. For your use case — displaying only accounts with the “Competitor” type — you can apply a filter on the Type field of the Account object.

You can find more information about setting up static filters in Freedom UI in this article:

https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

If you're working specifically with a lookup field on a mini page, you can also filter its values by setting up a business rule:

https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/freedom-ui-business-rules

Thank you!

Hello,

Are we discussing marketing bulk emails or regular emails sent via Exchange\SMTP?

Oleg Drobina,

Not bulk.  These are individual emails, sent out to a user (or other person) based on some data entry firing a trigger/process.

Thanks.

Hello Rob,

You can customize your email sending process using the instructions and examples from the article https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/8.1/platform-customization/classic-ui/emails/sending-emails/overview.

If you want to add the header to your email you can it by creating the configuration file of the email and specifying the header there.

For example: 

var message = new Terrasoft.Mail.Sender.EmailMessage
{
	// Sender email address.
	From = "Sender@email.com",
	// Recipient email addresses.
	To = new List<string>{ "first@recepient.co", "second@recepient.co" },
	// Copy optional
	Cc = new List<string>{ "first@recepient.co", "second@recepient.co" },
	// Hidden copy optional
	Bcc = new List<string>{ "first@recepient.co", "second@recepient.co" },
	Subject = "Message subject",
	// Email body.
	Body = "Body",
	// Priority, Terrasoft.Mail.Sender.EmailPriority enumeration values.
	Priority = Terrasoft.Mail.Sender.EmailPriority.Normal,
	// Headers you want to add to your email
	HeaderProperties = new List<Mail.Sender.EmailMessageHeader>
	{
		new Mail.Sender.EmailMessageHeader
		{
			Name = "X-Auto-Response-Suppress",
			Value = "All"
		}
	}
};

Hi.

Do you have a newer link?  this one you referenced is broken:

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/8.1/platform-customization/classic-ui/emails/sending-emails/overview.

Thanks
Rob

Better link here:

Customize sending emails | Creatio Academy

You don't need a local system to add it. See https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/front-end-development/freedom-ui/remote-module/implement-a-remote-module/overview#title-3971-11

Also, you could use a clio workspace as well. Video tutorial here: https://www.youtube.com/watch?v=CE5uETqTsyQ&list=PLnolcTT5TeE2BMFf_XmJrSwpnbcLCLJkb

Great ! Many thanks Ryan, i will try it.

mmm, i cannot create clio workspace : "Error running command ClioSQL.createw: Command failed: clio createw . This is likely caused by the extension that contributes ClioSQL.createw."

I tried to reinstall .NET 8 / clio 8.0.1.32 /  clio-explorer, but no luck :/

Have you installed the correct clio tool? There are other tools available for installation with the .NET tool. Did you use 

dotnet tool install clio

and what is your output for this command:

clio ver

I installed clio with "dotnet tool install clio -g"
the output of clio ver is :
[INF] - clio:   8.0.1.32
[INF] - gate:   2.0.0.34
[INF] - dotnet:   8.0.14
[INF] - settings file path: C:\Users\myuser\AppData\Local\creatio\clio\appsettings.json

Hello,

try running clio createw manually (via terminal in your project directory). If you get an error, the output will provide more details (e.g., missing parameters, authentication issues, or misconfiguration).

Thanks for the tip, i finally could create workspaces : 
it was an appsettings.json issue, the environment id was incorrect in that place. 

I've also tried this method but when the report prints the field is empty. I'm on version 8.2.3.   https://academy.creatio.com/docs/developer/application_components/reports/ms_word/overview#title-1371-3 

Version 8+ documentation looks similar in structure, it just has less information for the setup https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/freedom-ui/ms-word/references/basic-macros

Regard,

Michael

Michael Lim,

For the Date macro, it needs to be [#Date#], not [#DATE#]

Ryan Farley,

Thank you Ryan. I got the formatting to using Created on[#Date|MM/dd/yyyy#]

Hello,

Can you please specify how exactly do you want to put customers and accounts in a specified group?

Hey @malika, the plan is to create  a separate section in our database for the our accounts that need to be managed by this role

Edouard,

To achieve this setup—granting a user access to basic platform features while limiting visibility to only a specific group of customers—you can configure object permissions by system operations in Creatio.

Here’s a general outline of how you can do this:

Create a role for the user that includes access to the required basic features.

Use object operation permissions to restrict access to the “Account” and “Contact” objects.

Within those objects, configure record-level permissions so that the user role only has access to a defined group of customers/accounts.

You can achieve this by assigning access rights to specific records or groups (e.g., based on an attribute like owner, category, or tag).

You can follow the detailed steps in this article:
👉 Object permissions by system operations – Creatio Academy

Hope this helps! 

You can add a property rowDoubleClick with an empty object to remove the ability to open the record by double clicking on a row: 

{
   "operation": "merge",
   "name": "TheListNameHere",
   "values": {
      "rowDoubleClick": {}
   }
}

Ryan

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,

Creatio AI doesn't directly edit form pages, but it can assist with various tasks related to content creation and management. You can explore all the capabilities of Creatio AI currently available by following this link: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ai-tools/copilot/ai-skill-list

In addition, we've registered your idea in our R&D team backlog for consideration and implementation in future application releases.

Thank you for helping us to improve our product!

Hello,

The error you're seeing indicates that the required system settings for Identity Server authorization have not been configured yet. To proceed, please ensure that the following system settings in Creatio are completed:

• Identity server Url
• Identity server client id
• Identity server client secret

These values are typically configured by support team, as they relate to the integration with the external identity provider.

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)