FreedomUI
8.0.6
Title
Sales_Creatio
8.0

Hello Community, 

Is it possible to bind the title of the form page from "New Record"  to a field value on load of a page in freedom UI.

Thanks

Gargeyi.G

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Hello,

You can change that by adding a handler like this - note this will change the value from "New record" when adding a new record for the...MoreLess

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Recurring_activities_scheduler_for_Creatio
devlabs
Sales_Creatio
8.0

Good day!

Tried to set up your application on our system. But unfortunately, there were errors. Nothing happens when you save the settings for a recurring activity. Activities are not duplicated (although there is no error).

Maybe not all categories can use them?

please contact me and help)

Thank you)

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This package in the marketplace is for MSSQL systems only. If this is a could system it's most likely a Postgresql system, not MSSQL. The package...MoreLess

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We are trying to set a dashboard to find out the user logged in to the system. We have set the below filter :

Question : When we try to login as a user then we need to see only that user usage and not the other user’s data also when the user manager logs in, then the manager needs to see his usage as well as the users associated to him in the org structure. How do we achieve this scenario?

Regards,

Mayan

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Hi,

Unfortunately, this task can not be achieved from the user's perspective 

You can create a custom widget, which allows you to upload...MoreLess

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Hi Team,

We want to show the owner of the record along with an additional field in the approval notification in the CTI panel

Question :How to add additional field in the approval notification panel other than the name of the record

Thanks in advance!

Regards,

Mayan

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Hello Amritha,

There are no basic tools to achieve your business task. It could be achieved only by development.



We've registered it in our...MoreLess

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FilterLookup_FreedomUI_FormPage
Sales_Creatio
8.0

Hello Community, 

How can we add a filter to a lookup field in a form page so it can show only the required fields? I have tried by updating it in the client schema by using the code and it worked fine but whenever I add or modify any other field in form page, the code in client schema disappears. I have also tried using business rule, but we don't have an option to add such filter. 

Any suggestions are really helpful.

Thanks

Gargeyi.G

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FreedomUI
EditableDetail
d
Sales_Creatio
8.0

Hello Community, 

I would like to know how we can add a new record in the editable detail in a form page without opening a new page on click of '+' icon in freedom UI. Now on click of '+' icon it opens a new page to add the record. 

Thanks

Gargeyi.G

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Hello!

As for now, this is the correct behavior of the system - there is a page opened and you have to fill the fields to have it added to...MoreLess

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Hi Team,

We want to show the disqualified,  not interested stages too in the lead pipeline. As it is OOTB functionality and it is not done using the filter. We are unable to add the stages. The Pipeline is based out of a module “Chart construction module”.

Question :How to add/enable the abov...MoreLess

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Hello,

In order to achieve your business task please instead of 'true' write 'false' in the Module parameters as it is shown in the screenshot...MoreLess

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8.0.6
performance
Sales_Creatio
8.0

Hi,



Our cloud instance has been update to 8.0.6 this week.



We activated the new shell, but the performance is really poor (instance start is slow, page load is super slow). Anybody else experiencing degraded performance and thus user experience since 8.0.6 ?



cheers,



Damien

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Hi!



To investigate this behavior, we ask you to submit a request to our team via support@creatio.com or the Success Portal. 



We'll need...MoreLess

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order
OrderProducts
Product
Sales_Creatio
8.0

Dear Community,

I want to add multiple details of the same object "product in order" to the order section. My problem is that the product catalogue of the original detail does not appear when adding products in the newly created details.

Does anyone have the code to adjust this?

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Hello Markus,

First of all, we don't recommend adding the same details on the page more than once as they may not behave correctly.

The "Product...MoreLess

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sales
quote
quotes_for_opportunities_addon
Sales_Creatio
8.0

Hello,



I am using the "Creating quotes for opportunities" addon on Creatio 8.0.5.

I just noticed that quote products are not visible to standard users, only to system administrators...



Here is my test case :

- Creation of an opportunity with products as a standard user



- Launch of the "New quote...MoreLess

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Hello team,

I found the source of my problem!



The problem was at the level of an inheritance of rights on OpportunityProductInterest tabl...MoreLess

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