We have a table in our application that stores the assigned employees for different projects. And we want to create a report for them. We have created a report but when we download it, it downloads the files of each employee separately. But we want them all in a single file which we can then send to other employees as well. Is there anything wrong that we are doing?
Unfortunately, we do not have the ability to generate a report for all records, since the template is configured for individual records.
But as a workaround, you can implement the following:
1. Create a new object, for example “Report”.
2. Add a lookup column to the “Employee” object, which is sent to this “Report” table; for convenience, let’s call it “Report Column”.
3. Create a record in the “Report” object.
4. Set for all Employee in the “Report Column” column the value of this entry from point “3”.
5. Thus, all Employee are sent to this entry, you can set this entry to the default value so that entries are always sent to this entry.
6. Create a report on the “Report” object and add the “Employee” table to it, where the relationship will be:
Report.Id = Employee.ReportId.
7. For this table, create the filtering we need and configure the report template.
As a result of what we did, we created an object and a record, the details of which will display ALL Employee in the system.
Thus, when making a report, all Employee that fall under the required filtering set in the settings of the tabular part of the report will be displayed in the report.
Or as another workaround, you can export the detail to Excel and attach a table to the report, but this approach requires manual editing of the printed form.
But we understand that this solution is not ideal for your needs, and we want to inform you that we already have a registered idea for the development of this functionality. This functionality will be implemented in future versions of Creatio.
I'm currently exploring security options within creatio, to secure the process with Password. Specifically, My goal is to restrict access to certain process by requiring user to enter password before any modifications.
Could anyone share insights or best practice to implement password protection for Process in Creatio? Are there any built-in features or recommended approces to achieve this?
Your guidance would be greatly appreciated. Thank You!
Unfortunately, we do not have this functionality at the moment. We have registered this request for our R&D team to ensure that the developers consider this request and implement it in future updates.
Unfortunately, we do not have this functionality at the moment. We have registered this request for our R&D team to ensure that the developers consider this request and implement it in future updates.
You can configure business processes to listen for changes on the specified objects: 1. The first process will listen for changes in the object's stage. 2. The second process will check if a message has been added to the related feed channel ((determining the necessary ID code of the feed object).
You can create the notification using the following parameters:
Yes. The selection of the homepage is hidden for portal workspaces but you can still add it manually to the SysWorkplace record. Create a Freedom UI homepage, then you'll have to update the SysWorkplace for the portal to add the HomePageUId of the dashboard page.
Yes. The selection of the homepage is hidden for portal workspaces but you can still add it manually to the SysWorkplace record. Create a Freedom UI homepage, then you'll have to update the SysWorkplace for the portal to add the HomePageUId of the dashboard page.
is there a way to get the product selection grid in Freedom UI mode, please ? The current way of selecting products in order is much more tedious when you need lot of products.
We have passed the feedback to the R&D team, and we would like to note that it is indeed impossible to implement your task at the moment, but the solution is being prepared for version 8.1.3. Currently, we are working on implementing a full-fledged product catalog for Freedom UI. Basically, it will be the same functionality that we have in Classic UI.
Is there an option to replace the default fields titled 'Select results' and 'Enter detailed results' in the activities calendar, which is located in the 'complete activity' mini form?
I'd like to replace these fields with ones I've created, which are available in the full-page form.
Unfortunately, it is not possible to change this popup window using the basic application tools, at this point. This can only be done through a specific development process. The code of the page on the ActivityMiniPage of the UIv2 package: The development team already considering the possibility of changing this window with basic tools in future versions of the system.
Could you provide a code snippet? Honestly, I'm not sure how to start the code. I think it should be created in the same file as the current filters, but I'm unable to find them...
In the application we are building we have necessity to have Rich Text field that need to be filled with log descriprion (400/500 characters). The content of this field is not all visible in list section. Because of this we are asking the following:
- In a list Section is it possible to increase the height of a row so that all the content of a field clould be visible to the final user (please refer to attached file)?
Right now the only possibility a final user has to see the entire content of the field is with the tooltip.
Unfortunately, this feature is not available in the basic build.
At the moment, this can only be implemented through development methods.
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.
This behavior is absolutely correct: now all the stages from DCM, which were before the current stage, are presented in the object's stage history. The previous behavior was a bag and was fixed in the current release.
To get back to old logic you may disable the feature 'SynchronizeStagesByDcm'.
There is no such option for now. However, we've registered it in our R&D team backlog for consideration and implementation in the future application releases.
Second one - when feed's are updated that a notification is sent
