We're trying to create a chart to analyse Lead progression through the different Lead Stages, but the only sorting options are alphabetically by the grouping column or by the measure value. We want this to be sorted by an additional column on the Lead Stage that defines the order within the Lead progression rather than alphabetically or by the value to keep a consistent and logical order to the data, but cannot see an option for this unless there's a trick we're missing. Could someone please advise on how this might be done? We're mostly working with Freedom UI pages and therefore charts.
it may be related, but that question is discussing combo boxes in pages, whereas I’m looking for chart sorting (e.g. in a bar graph) so I expect any solution would be fairly different.
Sure, what the business is asking for is to be able to sort a chart's columns by the lead stage through the process, rather than by the stage's name alphabetically or by the total number of leads in each stage as can be selected by default in the chart options. For example, see this chart available in the Home section of the Sales workplace in a clean CRM trial environment:
It is currently sorted by the stage name alphabetically, which doesn't align with the progression you actually get through the Opportunity stages. Looking at the sorting options, we can see that the only ones available are to sort by the grouping name alphabetically, or by the measure value:
So we are unable to sort by another field on the Lead Stage lookup that we've created - Stage Number - which would order it correctly. What we'd like is to be able to use that additional field for sorting without using it as the labels for the x axis.
If there are any workarounds for this besides numbering the stage names themselves, we'd love to hear about them!
Unfortunately, it's not possible to implement this with the current basic functionality. However, we have registered the idea for our development team to consider implementing this feature.
Perhaps the "Full pipeline" dashboard type may work for you, where stages are grouped according to their placement in the DCM field?
We want to set the default currency in the Opportunity Mini Page (front end event), based on the Org Role of a user (oob functionality is based on the Base Currency system setting).
Is there any code implementation of a similar request ?
3) Instead of using roles check you can use operation permission check. To use it you need to add RightUtilities module as a dependency to your minipage schema. Example:
The logic above will check if the user has access to the "NeedToUseEuro" operation (or this user role has access to the operation) and if so we will call the onCurrencyMenuItemClick method and pass euroId as an argument (see the onCurrencyMenuItemClick method signature in the MultiCurrencyEditUtilities module).
c0057119-53e6-df11-971b-001d60e938c6 is an Id of the "Euro" currency from the "Currency" table in the database. All you need to do is:
1. Correctly specify operation permissions (check if your user is not in several roles that are used in different operation permissions check)
2. Correctly setup a chain of operation permissions checks in the context of the checkCurrencyForUser method execution
3) Instead of using roles check you can use operation permission check. To use it you need to add RightUtilities module as a dependency to your minipage schema. Example:
The logic above will check if the user has access to the "NeedToUseEuro" operation (or this user role has access to the operation) and if so we will call the onCurrencyMenuItemClick method and pass euroId as an argument (see the onCurrencyMenuItemClick method signature in the MultiCurrencyEditUtilities module).
c0057119-53e6-df11-971b-001d60e938c6 is an Id of the "Euro" currency from the "Currency" table in the database. All you need to do is:
1. Correctly specify operation permissions (check if your user is not in several roles that are used in different operation permissions check)
2. Correctly setup a chain of operation permissions checks in the context of the checkCurrencyForUser method execution
The "Feild Group" doesn't have the property "visible" so it cannot be hidden. In your case, it would be better to delete it and then change the position of the needed elements manually in the RecordPageSettings schema.
Is it possible to set certain business requirements on Dynamic Case Management, for example to require that certain fields are populated or that a lookup field is one of a selection of values?
To be clear, as I think I might not have been initially, is it possible to have manual transitions with transition requirements, as opposed to automatic transitions when certain conditions are met.
"Manually" you can go both to the previous and subsequent stages from the current one, except when there is a mandatory task, in which case you can only go back (to the previous stages) without completing the task. More detailed information is provided at our academy in the block "Dynamic case setup (DCM)":
Hi Malika, thanks for your reply. I think the options for mandatory tasks is quite limited though right? As it doesn't enable transition requirements like I put in my original question - requiring that certain data requirements are met, such as certain fields being populated or lookup fields contain certain values etc. Unless I'm missing something in the academy documentation you linked to me?
We are trying to set up a default case in DCM for our Leads, but I cannot see a way to achieve this with the GUI editor - we can either specify some other set of values for the "Which column determines which case to use with a record?" column, or can specify that that column is not filled in, but our use case is such that it should choose this default case when either the column is not populated or the column is populated by any values not specified in other Cases' filters. Can this be done in some way I'm missing?
Unfortunately, the desired behavior cannot be configured in such a way out of the box. You can only use a set of values for the "Which column determines which case to use with a record?" column or can specify that that column is not filled in separately on standard DCM tools.
We believe that default case managing can be achieved by means of development.
Hi Serhii, do you know what sort of development this would entail? I tried modifying the case's metadata in a trial environment using a filter generated by adding a static filter to a data list, but the case management designer failed to load properly when I'd done that and the Lead that would match the modified query didn't have any DCM bar against it when I loaded it, so it didn't seem to work.
The only other thing I can think of would be to have an additional redundant field that's based on the column(s) that are wanted (and automatically gets updated as they do) that stores the Case required, but it's not the most elegant solution. Would be nice to hear if there is some method I've not thought of?
Hi, in the Freedom UI currency fields, there doesn't appear to be any display of the currency being used or any ability to switch to an alternative currency. I've got more than one currency in the [Currencies] lookup, but the number field just appears to be a regular decimal field for data entry and viewing. I cannot find any details or guides on this in the Creatio Academy besides one article about adding a currency field that doesn't end up having the currency shown or assignable when following the guide in 8.0.10 or 8.1: https://academy.creatio.com/docs/user/nocode_platform/element_setup_examples/fields_and_inputs/number_field/set_up_a_number_field
We need a field that can be set to different currencies depending on the account.
At the moment, the implementation of currency functionality in Freedom UI is not included in the current development roadmap. The feature has been assigned a lower priority based on current demand, but it will be reviewed for potential inclusion in the next calendar year’s planning cycle.
That is a bit shocking for an enterprise application that is supposed to be able to handle Orders to not be able to handle currencies in any meaningful way and have no active plans to fix that. This should be way higher up the priorities. I wish Creatio would stop focussing so much on AI use cases and improve the core platform - that core functionality is what will continue to deliver value for customers for many more years. How can we recommend Creatio to international enterprise customers when it can't handle different currencies?
We completely understand your concerns and truly appreciate your honest feedback.
At the moment, Freedom UI does not yet support the automatic recalculation of the Amount field when the Currency is changed, as is available in the Classic UI.
Currently, this functionality is not included in the development roadmap for the remainder of the year, as our resources are fully committed to other planned initiatives. That said, we fully recognize the importance of this feature for our customers. Your feedback highlights a valid and valuable point, and we will make sure it is considered during our next roadmap review, likely in Q1.
Thank you for taking the time to share your perspective—it helps us focus on what truly matters and guides future improvements to the core platform.
Please add our voice to further emphasize the importance of this feature. As Harvey mentioned, this seems to be a core functionality of any CRM solution. While I believe Freedom UI and its no-code capabilities are an amazing step forward, certain essentials, like this one, appear to have been overlooked and unnecessarily deprioritized. Thank you for your understanding.
I have a client who uses an unlimited multi-line text field in a detail and they would like to be able to see Line-breaks in the tile view of said detail.
Detail page view
Detail tile view
Is this possible?
Nb. We are using version 8 of creatio and the Freedom shell but the not Freedom pages.
Unfortunately, it is impossible to implement line breaks in the tile view of a detail with basic tools. However, you can try to accomplish this task with the help of development.
A task has already been registered in our R&D team to consider and implement such a feature in future releases. Thank you for helping us to improve our product.
Unfortunately, it is impossible to implement line breaks in the tile view of a detail with basic tools. However, you can try to accomplish this task with the help of development.
A task has already been registered in our R&D team to consider and implement such a feature in future releases. Thank you for helping us to improve our product.
We have a lookup (Contact) in a custom Section. When the modal page of the Contact opens we would like another default field and not the 'Full Name' to be the default one
