Hello,
 

Live date update is only available on Freedom UI feed pages, and it works based on a web socket connection.
 

We recommend that you make sure that both sites use the Freedom UI account page.
 

And also make sure that web sockets are configured correctly for the production site.
 

More information can be found in the article on our academy.
 

If everything is configured correctly, but the feed does not update automatically without refreshing the page, we recommend contacting our support team - support@creatio.com
 

Thank you for contacting us!

Hello Pvalo,
I didn't explain my problem well.
On our production environment, if two users are logged in to the same Account page in Classic UI, then if a feed is posted on one page, it automatically appears on the other user's page. 
If both users are on Freedom, you must reload the Account page to see the posted feed.

But on our DEV environment, it works in both cases, feeds always appears automatically.
Do I have a configuration problem or is this the normal way of working?

Thank you !

Hello,

Unfortunately, at the moment, there is no such feature as you described.

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.

Have a nice day!

Dear,

Thank you for reaching out to us.

Unfortunately, in the current system configuration, such an option for advanced filters is not available for the Timeline.

However, we have submitted a request to our R&D team to explore the possibility of implementing this feature in future versions of the system.

Please let us know if you have other questions.

Have a nice day!

Hello,

Can you send here some screenshots of your settings, so we are able to check whether everything is correct?

Sure. Here are the screenshot of Lookup setting that I did for UTM.

Devarshee Solanki,

Malika,

I have shared Screenshots. Can you please have alook

Devarshee Solanki,

Hello,

In order to proceed further, we would need access to the site. Please reach out to support@creatio.com, and provide us with the following details:

• - Lead example
• - Lead source

Approach 1 would be to implement this as an entity event listener. It could listen for any record save and validate, then throw an error if it's not valid (the thrown error would display for the user in the app). See https://customerfx.com/article/adding-code-to-listen-for-entity-events-in-creatio/

Approach 2 would be to implement this in the save request (assuming this is a freedom ui page). See https://customerfx.com/article/adding-code-to-the-save-event-of-a-creatio-freedom-ui-page/ The request could check the values and if not passed return false (instead of return next.handle(request)) - this approach would still allow invalid records to be added via import or processes, the first approach would not allow that.

Ryan

thanks Ryan

Interesting idea :)

We could do with this.  I think I may have implemented this in the past by disabling the button on calling the process, and using the Send Message element at the end of the business process to publish a message that the client module is subscribed to to re-enable the button.

Hello community,

Is there any other way besides the Backend-Frontend websocket (which I havent tried yet)?

Sasori

Sasori Oshigaki,

As long as the process is not set to run in background, and you're starting the process via code, you can use the method outlined in the article below to know that the process has completed and re-enable the button without the need for messages: https://customerfx.com/article/starting-a-process-from-client-side-code-on-a-creatio-freedom-ui-page-and-getting-back-outgoing-process-parameters/

Ryan

Yes, you have to populate the condition part. You can create an always true condition as a workaround (true == true).

Fyi this is fixed in 8.2.2. Release notes mention: Streamlined business rule setup. "Dynamic filter" and "Set value" business rules no longer need conditions to work

i had to add a condition then the rules works. i added if id is filled in.

I managed to filter a contact lookup using a business rule based on the contact's account name. For another contact lookup, I need to filter the contact ID to match the page's account ID.
can this filter be implemented as a business rule ?
after several days of research, I still don't see how to perform this filter without code...
Can someone help me please ?

Currently cannot be done with business rules on the page (they can't use data from related objects). Only way to accomplish this is to handle the change of the product lookup, retrieve the values from the selected product and then set on the page. Otherwise, you could use a process, but that won't update the values until saved. 

Ryan

i m trying to build Freedom UI pages without coding...
so i used for the moment the help you provided me here:
https://community.creatio.com/questions/depending-interface-behavior-no…

Find the lookup named "Object-specific form page interface in the Freedom and Classic UI shell". In that lookup, add an entry for OpportunityProductInterest and for Freedom UI shell select Classic. Then log out and back in again. This will tell the system that if a user is using the Freedom UI shell, to use the classic page for Opportunity products.

Ryan

Wonderful, thank you Ryan

Hello!

You can find the solution in the article:  https://community.terrasoft.ru/ideas/save-i-saveclose