On the roadmap pivot tables currently shows that it's slated for Q12026, so hopefully soon!

As for alternatives for Freedom UI, there is this in the marketplace (not free). It's likely possible to use this method to load in a classic pivot list component, but I've not tried.

Ryan

thanks Ryan. $70 per month for that so guess will have to hold fire until Creatio release this function.

Hello, 

Hello,

In Freedom UI you can’t hide individual reports inside the Print report menu, but you can control the buttons.
Add a Print report button to your page, then create a business rule on your lookup field: if it equals a certain value, show the button; otherwise hide it.

If you need different reports per scenario, add multiple Print buttons (e.g. “Print Customer Pack”, “Print Partner Pack”) and use rules so only the right one shows.

For full control (skipping the menu), add a custom button with a click handler that picks and runs the right report based on the lookup.

That’s the Freedom UI equivalent of conditionally showing/hiding printables.

Thank you for reaching out! 

Good day, 

Thank you for reaching out to us. 

1. Regarding your questions on the possibility of synchronizing only particular emails into Creatio rather than all of the emails received by the mailbox, this can be achieved by following the steps below:

1. Move the desired email(s) to a dedicated folder in your mailbox (e.g., "To import").
2. In Creatio, go to the communication panel and click the email icon.
3. Select "Synchronize email." Creatio will import emails from the folders you have configured for synchronization.
4. To configure which email folders are synced, open your "Mailbox synchronization settings" and select only the relevant folders. Only emails from these folders will be imported.
   

More information on mailbox setup may be located in this Creatio Academy article hub.

2. When it comes to the automatic registration of emails, creating cases from them or tying emails to already existing cases, the overal mechanism mechanism is described in this article.

The details on how Creatio recognizes which emails should be added to the ongoing cases may be located here.

We hope this information helps!

Hi Nikita -san ,
Thank you, for your comment on this.

So I understand the approach of syncing a dedicated mailbox. Is there no other way?

For example, if I'm exchanging emails and think, "Oh, I want to save just this one as data in Creatio!", can I selectively import only specific emails into Creatio? I'm not sure if it's via import or integration, but if there's a method other than using a specific mailbox, please let me know.

Hello again,

Unfortunately, save for moving a separate email into a folder that you will synchronize, there are currently no means of targeted single-email synchronization.

Nikita Kudin,

Thank you for your quick support.

I understand. I will share this with our customer.

Thank you!

Sui

Hello,

Unfortunately, it's not possible to adjust the size of the folder panel at this time. However, 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.
 

Good day, Greg,

Thank you for reaching out to us. 

If we understand you correctly, the Academy page you are consulting with is "Implement the validation of a field value on a page". This article describes how code-based field validation can be implemented in Freedom UI and it only shows examples of such implementations.

If you are not locating any code in "validators" of your Opportunity pages, please make sure that:

1. The logic is implemented in Freedom UI
2. The logic is not implemented by some other means, such as Business Rules
3. That you are verifying the code in the correct package.
   For example, out of the box, the Opportunities_FormPage code is spread out across several packages:
   

If the implementation is done via code, it may be located in a custom package that is not in the last position in the hierarchy. Alternative code-based methods of validation implementation may also have been implemented on your site. 

In the event you are still facing issues locating the logic responsible for date validation, please contact us on our <support@creatio.com> address so we may connect to your environment and examine its setup.

Thank you for reaching out to us!

Hello,

Could you please provide an extended version of the error to better understand the issue?

Sure. When making the call in Postman to https://my-instance.creatio.com/0/odata/MyTable

I get a 200 code but with the following message:

<html style="height:100%">

<head>

    <META NAME="ROBOTS" CONTENT="NOINDEX, NOFOLLOW">

    <meta name="format-detection" content="telephone=no">

    <meta name="viewport" content="initial-scale=1.0">

    <meta http-equiv="X-UA-Compatible" content="IE=edge,chrome=1">

</head>

<body style="margin:0px;height:100%"><iframe id="main-iframe"

        src="/_Incapsula_Resource?SWUDNSAI=31&xinfo=14-9563318-0%200NNN%20RT%281768398783812%2013%29%20q%280%20-1%20-1%20-1%29%20r%280%20-1%29%20B12%2811%2c748823%2c0%29%20U6&incident_id=153000480030609553-52193177030429710&edet=12&cinfo=0b000000&rpinfo=0&cts=6xwb1BMLFPW1EJ%2bmvV8UDNe2KFWyjZg%2fdeMlMfjgnZf9Xsa1RPnzOa2voMOgSfpa&cip=<my ip>&mth=POST"

        frameborder=0 width="100%" height="100%" marginheight="0px" marginwidth="0px">Request unsuccessful. Incapsula

        incident ID: 153000480030609553-52193177030429710</iframe></body>

</html>

Rommel Bocker,

I see that you also registered this issue directly for the support team and we have already provided a solution there. I will add the solution here as well.

The error you have encountered seems to be incorrect interpretation of the message that Creatio sent in response to the request. We have tested the provided example request with Postman and identified two blockers.

First request returned with the message: "Current user does not have sufficient permissions to use OData."
To fix this "Access to OData" operation permission need to be enabled for this user.

Then next request returned with the message": "Insufficient permissions to add record in object \"UsrObject\"."
To fix this you need to enable operation permissions for the object and configure it in a way to allow this technical user with a permission to create new records. This is valid only for creation of the new records with POST requests. Please refer to this article.

Thank you for your question!

Mira... thanks. The problem still remains. That's why I was posting this here, just to check if other people have similar situations and find the solution.

Hello,

If, as you mentioned, the system settings already contain the default values, please make sure that this account is connected to only one instance.

Additionally, we recommend generating a new webhook URL (navigate to
https://sitename.creatio.com/0/Shell/#Page/LandingiDesigner_Page → Other landing pages → Click to get your webhook URL) and then trying to reconnect the WhatsApp account.

If the issue persists after performing these steps, please contact us at support@creatio.com, and we will be able to carry out a more detailed analysis.

Yelyzaveta Shchyrova,

Thank you for sharing the details. After following the suggested solution, the WhatsApp channel was added successfully.

However, I am not receiving any WhatsApp messages when I send a message to the number used during the Twilio configuration.

For your information, I created a Twilio trial account by following the steps outlined in the link below. I am not sure if I am missing any required configuration.

Set up WhatsApp integration | Creatio Academy

Could you please let me know if anything is missing in the Twilio setup or on the Creatio side?

ANIKET RAMCHANDRA NANAVARE,

Hello,

To be able to identify the exact cause of the issue, we need to review your site configuration.

Please create a support case, and we will be happy to assist you further.

Something like this only for Element Name

The simplest approach is to create a new section with a different title based on the same entity. This allows you to assign a separate workplace to each department role.

Mohamed Ouederni,

Thanks.. I have some other logic that was build against the existing object trying to avoid going back and redoing it.  Appreciate the response.

Hello,
Changing the section name just based on the users will not work since Creatio do not support dynamic section names. As suggested, you may use two different sections based on the same object. Or, you can have different section names for different cultures. However, the last method won't work if all your users have the same culture.

Hello,

Could you please describe how this logic was implemented on your side? If possible, we would appreciate it if you could share a screenshot or an example of the code you are using. This will help us better understand your setup.

Hello.

From what you've shared, it looks like the process isn't retrieving the uploaded file as expected. To help pinpoint the issue, here are a few steps to take:
1. Turn on tracing for the business process. This will show whether the record ID and file attachment are actually being passed to the process at runtime.

2. Make sure that the RecordId used in the “Process file” element is the same ID as the one associated with the uploaded attachment. If you're triggering the process manually, double-check that the correct record is selected or passed in.

3. In your “Process file” element, you've selected the Uploaded file as the object. Confirm that the attachment was uploaded to this exact object. If the file was uploaded to a different object (e.g. another section or lookup), you’ll need to change the source object in the element configuration accordingly.

4. You can directly query the SysFile table (or the relevant attachment table) and check if the uploaded file is tied to the expected record ID and object schema.

Best regards,
Antonii.