filter
call
resuls
FreedomUI
Sales_Creatio
8.0

Dear,

Sorry to bother you with a beginner's question, but on the call page, in Freedom UI, I can't filter the results by activity type.

I tried using business rules, but I can't figure out how to do this filter.

In each Result Activity Lookup, you have an activity category:

Activity Category

On the call page, all results are actually displayed on the Freedom UI.

So i go to the business rules but i didn't find how to filter the results with the call category.

business rulecategory

I must be missing something

Thank you !
Nicolas

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The filter would need to look like this 

Click + by Result of Activity, then select "Result by activity category (by column Result of activity)" and then quantity (you could set as Count > 0 or click count to change to Exists). Then add inner condition for Activity category.

Ryan

The filter would need to look like this 

Click + by Result of Activity, then select "Result by activity category (by column Result of activity)" and then quantity (you could set as Count > 0 or click count to change to Exists). Then add inner condition for Activity category.

Ryan


Thank you Ryan for the help,
I tried several ways but I was never able to select the category of results. I had to select the results one by one. This will force me to edit the filter if we add new results.
filter

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delete
MultiSelectLookup
storage
Sales_Creatio
8.0

Hey,

I’m wondering if anyone has run into this issue and found a solution that I might be overlooking. In the Contacts module, I have a Multi-Select field. When I try to delete a Contact that has value(s) populated in that field, I get a prompt saying the Contact cannot be deleted because it has related records in the Lookup Storage. Since this is a Multi-Select field, I don’t see it as a standard field within the Object. I’m looking for the best way to automatically clear or delete that field/storage when the Contact itself is deleted.

 

Thank you so much,

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On the object for the multiselect, select the Contact lookup column and change to "Delete with this object". That means the system will automatically delete the related rows in the multiselect object (without asking the user) when the related contact gets deleted.

Ryan

On the object for the multiselect, select the Contact lookup column and change to "Delete with this object". That means the system will automatically delete the related rows in the multiselect object (without asking the user) when the related contact gets deleted.

Ryan

Thanks, Ryan! That’s exactly what I was looking for within the Object. I was overthinking it and assumed it would be in the Contact Object, but of course, it wasn’t showing there because it’s a multi-select. Appreciate your help, just a quick blip in my matrix for a moment!

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FreedomUI
Email
model
Sales_Creatio
8.0

Dear,
With Freedom UI, when you select a template to send an email, the email subject does not automatically update like it did with Classic UI.

In the template we have filled an object:

email template

If i select the template in the email page, the object did not update :

email object

Should i contact the support ?

Thank you,
Nicolas

 

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Hello,

I checked from my side and I see that the logic in the classic interface and in freedom is the same.

Let me explain in more detail, if the Subject field is not filled, then it will be filled when selecting a template, if the field is already filled, then selecting a template will not overwrite the Subject.

Hello,

I checked from my side and I see that the logic in the classic interface and in freedom is the same.

Let me explain in more detail, if the Subject field is not filled, then it will be filled when selecting a template, if the field is already filled, then selecting a template will not overwrite the Subject.

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FreedomUI
comment
microphone
Sales_Creatio
8.0

Dear,

On classic UI, multi-line fields have a microphone icon:

On the Freedom version, we don't find this icon. How can I display it?

Thank you !

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Our users are on Windows, they just have to use the Windows functionality: Win + H, to be able to write in any field with the microphone

I do not believe this is already available. But please someone prove me wrong :)

Our users are on Windows, they just have to use the Windows functionality: Win + H, to be able to write in any field with the microphone

Hello, 


Unfortunately, currently speech to text functionality is not available for Freedom UI, however we have created an idea for our R&D team to implement it in future releases. 

You can find the full list of new functionality for each release in our Academy Release Notes: 

https://academy.creatio.com/docs/8.x/resources/category/changelog

Thank you for reaching out! 

Andrii Ocheretko,

Hello Andrii,

We have linked your request to the existing case to help speed up the review process. We expect to see this functionality available in one of the upcoming releases.

Thank you!

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case
Reopening
resolved
Sales_Creatio
8.0

Hi team,

We are facing an issue where some cases are reopening without any activity.
Is there a setting that could cause this? 
Has anyone encountered a similar issue? If so, could you please help us resolve it?


 

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Hi! Cases in Creatio can be automatically reopened if an incoming email containing the case number in its subject is received. This could explain why some cases are reopening without any apparent activity.

Please verify the following:
1. Check if any emails are being sent to the system with the case number in the subject line.
2. Review the email processing rules under System Designer > Email > Email processing rules to ensure no unintended configurations are causing this behavior.

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SmartPDF
Adobe
integration
Fillable_Forms
Sales_Creatio
8.0

Hello Community,

I would like to ask if Creatio has a capability to integrate with SmartPDF technology. For example, is it possible to set up an integration with Adobe Acrobat so that the content of created fillable forms can be extracted and mapped to the corresponding fields in Creatio?

Thank you very much in advance

Best regards,

Gábor Kónya

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Hello, 

Creatio does have the capability to integrate with external technologies like SmartPDF or Adobe Acrobat. This can be achieved through custom development or by leveraging existing tools and applications available in the Creatio Marketplace.

For your specific use case of extracting data from fillable forms and mapping it to Creatio fields, here are some options:

  1. Custom Integration: You can use Creatio's REST or SOAP API to integrate with Adobe Acrobat or SmartPDF. This would involve developing a custom solution to extract data from the forms and map it to the corresponding fields in Creatio.

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/architecture/development-in-creatio/integrations

https://academy.creatio.com/docs/8.x/no-code-customization/base-integrations/web-services/set-up-the-soap-web-service-integration

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

2. Marketplace Applications: (https://marketplace.creatio.com/) Creatio Marketplace offers various add-ons and connectors that might already provide similar functionality. You can explore the Marketplace to find tools that align with your requirements.

3. Business Process Automation: Creatio's no-code/low-code tools can be used to create workflows that process the extracted data and populate the fields in the system.

Thank you for reaching out! 

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Feed
Contact
Sales_Creatio
8.0

Hello,

I'm wondering — is there a way to add Contacts of the type 'Client' to Feed messages so I can later filter the Feed by those specific contacts? Right now in Creatio, it seems I can only tag or mention employees, not customers.

 

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Hello,

This functionality has been developed and already available in FreedomUI, where you can tag internal and external users via @ and use Timeline as desired.

Tagged portal user will look like this:

A screenshot of a chat</p>
<p>AI-generated content may be incorrect.
Best regards,
Ivan

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Sales_Creatio
8.0

This is probably straightforward but how do you delete a data source from a freedom UI form page. There only appears to be an edit option when clicking on it

 

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Hello!

Please note that the current behavior is expected — deleting data sources via the page designer is not yet supported in Creatio. However, we plan to implement this feature in one of the upcoming releases -8.3.1.

As a temporary workaround, data sources can be removed using the page source code:

  • First, remove all fields from the data source using the page designer (if any were added).
  • Then, check the page source code for any attributes referencing the data source and delete them.
  • Finally, delete the data source itself from the source code.
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Modifying
orderfiles
Sales_Creatio
8.0

Hi team,

I’m encountering an issue were modifying the name column in the 'OrderFiles' object is causing the entire record to be altered. As a result, I'm no longer able to access the file afterward.
I have attached below screenshots of my business process, where I am modifying the column value and also the screenshot of how the file appears after column is modified.





Has anyone else encountered this issue? If so, could you please help me resolve it?

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Sales_Creatio
8.0

After enabling the "Display input mask" option in the phone number field, the american phone number format is automatically used when entering a new number.

How can I change this default setting to default to a Polish phone number?

I checked whether it might depend on the default language set for a contact or account, and I changed the DefaultMessageLanguage system setting, but the american phone number format is still automatically used.

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Hello!

Unfortunately, it is not yet possible to change the country code and set Poland as the default using out-of-the-box tools in Freedom UI.

However, we already have a registered feature request, which has been forwarded to our R&D team for further consideration and potential implementation in future releases.

Have a great day!

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