Customization
hiderunprocessbutton
Sales_Creatio
8.0

Hi team,
I need assistance with hiding the 'Run Process' button and customizing the 'New' button on the desktop page. Thanks in advance for your help.

Regards,
Mahalaxmi Ganesan

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2 comments

Hi Mahalaxmi

 

You can hide the 'Run Process' button by using this marketplace addon: https://marketplace.creatio.com/app/experceo-ui-wizard-creatio

After installing the Addon, go to Lookups -> ExpUIWizard Configurations and enable the 'Hide Run Process' Configuration.

 

Thank you

Mohamed

Hi Mohamed Ouederni,


Thanks for the reply, this works fine, but is it possible to make it user specific?

Regards,
Mahalaxmi Ganesan

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8.0
mandatory_field
Sales_Creatio

Hi!
Is it possible to show all emply madatory fields in one message? 

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3 comments

Hello,

Usually, the Mandatory Error message will show all the Mandatory fields that are not filled

Not in Classic UI as i understand

Hello,

Unfortunately, currently, it is not possible to display the names of all required fields that are not filled in. 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.

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FreedomUI
bug
Sales_Creatio
8.0

Hello,

I'm in the process of migrating our classic Creatio pages to FreedomUI mode.


I'm having issues with the "Add New" option in some selector widgets:


for example, on the Order page, with the Contact entity, if I enter "a name" on the widget then select "Add new", a new contact is created but with an empty Account field.

If the "Add new" option is selected without any text, a "Full name field must be filled" error is raised.


in both cases I would expect a modal window to enter information about the contact.

 

The problem also happens with other entities (tried with AccountAddress).

 

did I miss something?


Greetings,
Patrice
 

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1 comments

Hello!

Please contact support@creatio.com to analyze the situation in more detail. 

Best regards,
Anton

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FreedomUI
angular
custom_components
Sales_Creatio
8.0

Hi,

I'm developing my own custom Angular component for Creatio. I would like to use some of the standard components within it, such as a lookup field. How can I achieve this?

Is it possible to create a custom component that acts as a container for other elements, similar to crt.FlexContainer, which defines an items property for child components?

 

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Hello Eryk,

Unfortunately, it's impossible to reuse components in custom angular components for now, but Creatio plans to add such functionality in future releases.

Anhelina,

Is there any update on this?

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Hello,

 

We calculate Total of sales for each month per customer. And we want to compare it to the Total of sales for the same month previous year.

Now we do this calculation in VIEW and display numers in pivot table.

 

But how can we display % of changes between current and previous year for totals?

This is how Excel does this. Can Creatio do that somehow as well? 

 

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  Hi, Vladimir,

 

Sorry, but we don't know if it can even be achieved using additional front-end development. The only solution we can think of is adding a column to the view you already use where the calculation will be performed automatically and displayed in the pivot table.

Sergii Zhmurko,

Thank you. A column with % will be summarized in totals, so it will show incorrect value.

Hope to see calculated fields in Creatio pivot tables (similar to Excel functionality) in future versions

Kind regards,

Vladimir

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pivot
Sales_Creatio
8.0

Hello,

 

is it possible to collapse pivot table groups in analytics when user open it?

First user wants to see totals, and only then go to details if necessary

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3 comments

Hello!
 

In the basic configuration, there is no option to display all rows as collapsed by default in the pivot table functionality. 
We have noted this idea to our R&D team.
You might consider implementing a fixed style for lists using development tools.

Alona Dolya,

Thank you for the reply. Could you please give a hint, what should be changed using development tools? Where is style of pivot table defined?

Vladimir Sokolov,

I apologize for the misinformation. You will not be able to implement this through development because the pivot table is a web component and cannot be overridden.

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feedback
Sales_Creatio

Hello Great community, 

 

I see we have already implemented automatic feedback receiving when and add satisfaction level when recevied. I want to record date when we receive the feedback. Any suggestion? I have tried with business rule but it doesn't udpate the to current date when satisfaction level is filled in. Does anyone know whereabout of logic for CSAT score so I look into modifying code to achieve this. 

 

Thanks

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Hello!

I recommend using a business process, because business rules work only on the case page, so if a field is changed by a user in the UI, a business rule will be triggered.
Since the feedback is filled in through internal services without interaction with the case page, the business rule will not work because there will be no trigger for its execution.
Therefore, set up a process that will change the required fields in the case and fill in the required fields.

 

It worked thank you very much

 

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Rich_Text_fiedl
printables
Sales_Creatio
8.0

Hi all,

 

In our project we are producing with Creatio application some printable document (.pdf and .doc).

 

In these document we are inserting some Rich Text fields but in the document produced we are not able to visualize/report all the style changes done on the Rich Text field.

 

Do you have any suggestion?

 

Best Regards

 

Stefano

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Hello,

 

As of now, it's not possible to correctly display the field with HTML formatting in the printable.  


Our R&D team has already been informed and is currently working on the mentioned issue.


As a workaround suggestion, you can replace the rich text field with a simple text field. We understand that it’s missing the format settings and cannot be applied to tables, but it should work for a sentence or two simple comments.  

 

Thank you for being an active part of the community and helping to make Creatio better!

Hello Hanna,

Thank you very much for your response

Regards

Stefano

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Report does not generate:
Ideas missing expenses data

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Here is a sucessfull report launch result:

As this shows, the field COmment and Expenses amount is showing a "Null" result.

Have to start over again, any modifications to the original report makes the latest version STOP. It will not RUN.

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navigation
FreedomUI
Sales_Creatio
8.0

HI, 

 

How do I push or replace navigation history in freedom. In classic UI you were able to do it  using a sandbox message. 

 

Is it possible to be done in Freedom?

 

Thank you!

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4 comments

Are you referring to pushing to navigation history (as far as going to the record/page itself)?

If so, this shows how to open a page (section or other page) https://customerfx.com/article/navigating-to-a-page-via-code-in-a-creatio-freedom-ui-page/

This shows how to open a record page in add or edit mode https://customerfx.com/article/opening-an-edit-page-to-add-or-edit-a-record-via-code-in-a-creatio-freedom-ui-page/

If I've misunderstood what you're after let me know. Hope this helps. 

Ryan

Hi Ryan, thank you for your answer.

No that's not what I'l looking for. What I want to do is what history.replaceState(state, unused, url) does in JS. change the shown url and the browser history, but not navigate. 

Javier Collazo,

Ah I see now. I've not noticed any equivalent of that in the devkit. I've seen a navigationservice and router classes as possibilities in the internal code, but they aren't exposed in devkit.

One possibility is to use the "crt.7XRequest" request. I've been able to use that for what would have been a sandbox.publish previously, a least for what I've tried with it so far. See https://customerfx.com/article/navigating-a-user-back-from-a-creatio-freedom-ui-page/

Might take a little playing with to figure out how to get the other params passed for stateObj, pageTitle, etc. Searching the source for "crt.7XRequest" would likely find some examples of similar requests.

Ryan

Javier Collazo,

I did find an example: 

await handlerChain.process({
    type: "crt.7XRequest",
    $context: null,
    action: "ReplaceHistoryState",
    hash: someHash,
    stateObj: obj,
    silent: isSilent
});

Ryan

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