dashboards
FreedomUI
Sales_Creatio
8.0

Hello

In Freedom UI Dashboard component now it's possible only adding chart widgets, text label and quick filter:

In Freedom UI pages there are several components, like buttons, Lists, etc.

Users coming from classic ui section dashboard view are used to see not only charts but also lists.

How can we add a List component to a Freedom UI Dashboard?

Thanks

Regards

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Best reply

Available iņ Creatio 8.3.1 :)

I don't understand why this is missing currently. Would have thought the most basic component in dashboards would be available, considering all the other chart types are there.

Available iņ Creatio 8.3.1 :)

Damien Collot,

I created a demo environment from Creatio homepage that is version 8.3.1.4437 and I confirm the "List widget" is now available:

Dashboard widgets

 

Thanks !

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attachments
FreedomUI
Sales_Creatio
8.0

I want to display the attachments of the contacts associated with an account, in the Account detail's page. Tried with the attachments control, but the condition is not customizable. 

Tried with the list, but I couldn't undertand how to create the condition. 

Is there a code customization that can be done? Or another approach?

Thanks community! 

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1 comments

Hello Ignacio,

 

To display the attachments of all contacts that belong to the same account within the Account details section, you’ll need to add a new List component and configure it as follows:

image

 

The Contact attachment object stores all files associated with individual contacts.

 

The list only shows the attachments whose Contact is part of the Contacts linked to the current Account

 

In other words, the List retrieves all records from Contact attachments where the Contact belongs to the current Account.

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OrderProduct
Sales_Creatio
8.0

Dear,

On the Order page (Classic UI) with a Freedom UI environment, an user has the following message when he add a product to the order :

error productinOrder

I can not find where the problem can come from, it happened on different computer. i tryed to remove the Creatio Cookie but the error message stil appears. When the user go back to the previous page in his navigator, the product has been add to the orderProduct.

Does anybody has allready had this problem ?

Thank you,
Nicolas

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1 comments

Good day, Nicolas,

Thank you for reaching out to us. Our initial analysis suggests that this issue may have a number of different causes, including problems within packages and missing columns within objects.

In order for us to analyze the issue in greater detail, please email us at support@creatio.com
We will then proceed with further investigation.

Thank you in advance!

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Sales_Creatio
8.0

Dear,
On the timeline of the account page, when I add a manager to the timeline filters, no results appear even though calls for that manager appear if no filters are applied.

For example:

without filter

With the filter no result are found:

with owner filter

How can i solve this issue please ?

On the email timeline, the owner filter is working.

Thank you,
Nicolas

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1 comments

Ok i ve got it, i have to change the owner :
 "OwnerColumn": "Contact"

in the metadataentities:

= MetaData.Schema.AD4.TimelineEntityValues [{"TypeColumnValue":"00000000-0000-0000-0000-000000000000","IsDefault":true,"ComparisonType":null,"TileName":null,"SortColumn":"CreatedOn","OwnerColumn":"CreatedBy","IconId":null,"ColumnLayouts":[{"ColumnName":"Duration","ColumnLayout":"{\"column\": 1,\"row\": 1,\"colSpan\": 4,\"rowSpan\": 1}"},{"ColumnName":"StartDate","ColumnLayout":"{\"column\": 5,\"row\": 1,\"colSpan\": 4,\"rowSpan\": 1}"},{"ColumnName":"Result","ColumnLayout":"{\"column\": 9,\"row\": 1,\"colSpan\": 4,\"rowSpan\": 1}"},{"ColumnName":"Comment","ColumnLayout":"{\"column\": 13,\"row\": 1,\"colSpan\": 4,\"rowSpan\": 1}"}]}]

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HandleViewModelResumeRequest
Sales_Creatio
8.0

Hi everybody, I have a simple code:

{
	request: "crt.HandleViewModelResumeRequest",
	handler: async (request, next) => {
		await next?.handle(request);
		const cardState = await request.$context.CardState;
		if (cardState === 'add' || cardState === 'copy') {
			// prepare fields
			request.$context.UsrLanguage_d00q91z = {value: "6ebc31fa-ee6c-48e9-81bf-8003ac03b019", displayValue: "English (United States)"};
		}
	}
},

the thing is, that it correctly enters the code everytime, but fills UsrLanguage_d00q91z with the desired value only once - after the local cache was deleted (or page was refreshed). The next time code works, but on the opened page UsrLanguage_d00q91z is empty. Why?!

PS. Unfortunately I can't use for some reasons default values set for object fields.

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1 comments

Hi Dmitry,

Currently, the only option is to wrap the value setting in setTimeout:

{
	request: "crt.HandleViewModelResumeRequest",
	handler: async (request, next) => {
		await next?.handle(request);
		const cardState = await request.$context.CardState;
		if (cardState === 'add' || cardState === 'copy') {
			// prepare fields
			setTimeout(() => {
				request.$context.UsrLanguage_d00q91z = {
					value: "6ebc31fa-ee6c-48e9-81bf-8003ac03b019",
					displayValue: "English (United States)"
				};
			}, 300);
		}
	}
},

The problem is already registered on the R&D team, and we hope to see the fix in future releases.

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Sales_Creatio
8.0

I need a salesperson to be able to see only their own records and not all other Opportunity records created.
This is currently my permissions tree

Organizational roles:

Functional roles:

Object permission configuration:

I'm running a test with a user who belongs to KAM CDMX and Comercial, and in the opportunities list, he sees all the opportunities, not just those he created.

The opportunities were uploaded in bulk, and he owns approximately 500, but he sees them all.

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1 comments

Hi

As we see from the screenshots - the record permission is already granted for the functional role Comercial. This means that access to specific records is obtained by:

- The record author and their management role.
- The record owner and their management role.
- System administrators who have the “Add any data,” “View any data,” “Edit any data,” and “Delete any data” system operations.

Learn more about record permission in this Creatio Academy article.

If the user is still able to see all Opportunity records, it usually means that access is being inherited from another source. Please check the following points:

- Verify the Owner and Created by field in the Opportunity object - ownership can affect visibility.
- Confirm whether the user is not assigned to any other roles (functional or organizational) that provide "can read all" access or inherit broader rights from higher roles.
- Check if the user is not a manager of the role, since managers automatically inherit the permissions of users in their role, which can include visibility of all records.

You can find more details about roles in this Creatio Academy article.

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Feed
Freedom
notFollow
Sales_Creatio
8.0

Hello,
On classic UI you could unsubscribe from feeds by clicking on the "Unfollow feed" menu in the page action menu:

Unfollow feed

How can I unsubscribe from a feed using the Freedom interface ?

Thank you,
Nicolas

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1 comments

Hello,

The ability to unsubscribe from feed in the Freedom UI will become available starting from versions 8.3.1–8.3.2

As a temporary workaround, you can unsubscribe from feed using the Classic UI.

Best regards,
Ivan

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auto-response
case
Sales_Creatio
8.0

I’m facing an issue where, upon ticket creation, I receive an autoresponder with the template "Case assigned to group."

After checking the database, I noticed that both the current assignee and the assignee group fields are populated.

Has anyone come across a similar issue or could help me with this?

Thanks,
Mahalaxmi.G

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1 comments

Hello,

There are several processes responsible for notifying the assignee and assignee group about the case: "Send email to case group", "Send email to case assignee" are the ones that are usually triggered at the case registration by "Run process: Send email to case group". 

If you would like to avoid sending these notifications, you can disable the processes.

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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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2 comments
Best reply

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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