Hi team,

In a Creatio 8.3.4, Freedom UI remote module setup panel ([@creatio/interface-designer](cci:9://file:///n:/InstanciasCreatio/XXXXXXX/@creatio/interface-designer:0:0-0:0)), I filter attributes to show only unlimited text fields.

For this attribute:

  • `attributeName`: `NcsJsonViewerTESTDS_NcsJsonField_7d0vlhs`
  • `dataSourceName`: `NcsJsonViewerTESTDS`
  • `dataSourceAttributePath`: `NcsJsonField`
  • `entitySchemaName`: `NcsJsonViewerTEST`

Debug says:

  • `Binding detectado ... NcsJsonField`
  • `Discarded: it is not a unlimited field... NcsJsonField`, but it is!

PostgreSQL confirmation: `NcsJsonViewerTEST.NcsJsonField` is `text` with `character_maximum_length = NULL`, so the field is unlimited-length at DB level.

SELECT
  c.table_schema,
  c.table_name,
  c.column_name,
  c.data_type,
  c.udt_name,
  c.character_maximum_length,
  c.is_nullable
FROM information_schema.columns c
WHERE c.table_schema = 'public'
  AND c.table_name = 'NcsJsonViewerTEST'
  AND c.column_name = 'NcsJsonField';

 

What is the recommended DesignTime API to reliably identify unlimited text in this case?

Thanks in advance

Best regards

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1 comments

Hello,
Could you please provide the steps to reproduce the configuration of this filter? Additionally, could you specify which API you are using and how you received the following message:
Discarded: it is not a unlimited field... NcsJsonField?
Thank you in advance.

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remote_module
Remote
module
Studio_Creatio
8.0

Is it possible to run the angular app locally for develpment? I am trying to tailor the component quickly without having to compile it in Creatio. When I run 'npm start' the app fails to load with the following error: 
'ERROR Error: Remote entry with name 'sdk_remote_module_package' does not exist
   at checkRemoteName (creatio-devkit-common.mjs:1713:15)
   at bootstrapCrtModule (creatio-devkit-common.mjs:1993:13)'

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2 comments

Hi Grant

You’re hitting this because a Creatio remote module is not a fully standalone Angular app.

`npm start` tries to bootstrap modules that are normally provided by Creatio runtime (including `sdk_remote_module_package`), so outside Creatio you get:

`Remote entry with name 'sdk_remote_module_package' does not exist`.

Short answer:

  • Can you run it fully local without Creatio? Usually no (not in a practical way for real component behavior).
  • The component depends on Creatio runtime (`crt`, designer context, requests, etc.).

Fast development workflow
1. Run Angular build in watch mode:
  `npm run build -- --watch`
2. Auto-copy `dist/...` to your package `Files/src/js/<YourRemoteModule>`
3. Compile only your package (not full configuration):
  `clio compile-package <YourPackage> -e <YourEnv>`
4. Hard refresh Designer (`Ctrl+F5`)

This is the fastest stable loop today for remote module development.
 

Regards,

Julio Falcón

NCS.JulioFalcon,

Thank you :)

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Studio_Creatio
8.0
mobile
remote_module

Hi, I’ve added a custom handler to the mobile view by following the article https://academy.creatio.com/docs/8.x/mobile/mobile-development/customiz…. Everything works great, but I’ve run into a few issues:

  • I would like to make web service requests. Unfortunately, I couldn't find any equivalent to sdk.HttpClientService (from the desktop @creatio-devkit/common) inside @creatio/mobile-common. At the same time, I’m not sure how-or if it's even possible-to access the user context so I can retrieve the instance credentials and construct an authenticated request to Creatio.
  • I’m trying to read a system setting value, but it always returns null. No amount of synchronization, cache clearing, etc., seems to help. Here is the code I'm using:
const sysSettings = new sdk.SysSettingsService();
const siteUrl = sysSettings.getValueByCode('SiteUrl');
  • What is the best way to handle error logging on iOS? I tried using Logger.console('test'), but it doesn't work at all.

 

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1 comments

Hello,
In order to call your service inside the mobile handler, you need to use tools like XMLHttpRequest . With it, you can call any http link, including any service you need. It can also be used to get the system setting value if you configure a specific service that will return it.
As for logs inside the handler, I don't know if Logger.console is dependent on OS, but it definitely works on Android. Perhaps you are just searching the logs in the wrong place?
 

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Studio_Creatio
8.0

Newbie Creatio Admin here. We are going live with Creatio, leaving SF, next month and I am trying to find a few options for deep diving into report and dashboard creation but am coming up short. I would love to hear your go to sites for learning and inspiration! Thanks!

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1 comments

Hello,

Our academy has excellent relevant articles on these topics. 
Leaving you the links for your convenience
Dashboards basics | Creatio Academy
Customize Word reports | Creatio Academy

Have a nice day!

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k8S
install
cloud
Studio_Creatio
8.0

Hello team!

Was wondering if there is a way or any documentation to deploy Creatio application within a Kubernetes cluster. What would be the infra requirements , steps and how can we upgrade versions?

Thanks,

Ibrahim

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1 comments

Hello,

At the moment, deployment of the Creatio application within a Kubernetes cluster is being reviewed by our R&D team.

Currently, official documentation for this deployment scenario is still in progress, and there is no confirmed timeline available for its publication yet.

Once additional information becomes available, we will be happy to share updates with you.

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Current Setup:

I am working in Freedom UI. Currently, I have a KPI called "Margin per Liter (Excl. VAT)". It is calculated via a Business Process that:

  1. Sums up the "Margin without VAT" for all orders.
  2. Sums up the "Quantity (Liters)" for all orders.
  3. Divides the first sum by the second.
  4. The Problem: The result is saved into a specific field within a single "dummy" Order record.

The Issue:

Since the value is pre-calculated and stored statically in a record, the Dashboard indicator does not react to Quick Filters (Period, Owner, etc.). It always shows the same total regardless of the filters applied on the page.

Goal:

I need the dashboard to calculate this ratio dynamically: $\sum(\text{Margin}) / \sum(\text{Liters})$. It must recalculate every time a user changes the filter (e.g., to see the margin per liter for a specific manager or last month).

Questions:

  1. How can I set up a "Ratio of Sums" in Freedom UI without using a background Business Process?
  2. Is there a way to use the "Formula" source in the Indicator widget to divide two different aggregated sums while maintaining filter context?
  3. What is the best practice for such "weighted average" metrics in Freedom UI to keep them responsive to page filters?
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2 comments
Best reply

Greetings,

Thank you for your question.

We would like to inform you that, in order to achieve your goal, you may use the new beta feature 8.3.3 – Custom Metric Formulas.

To take advantage of this functionality, please add and enable the additional feature EnableFormulaAggregationInDesigner, which is not registered and is disabled by default. You can find more details in the documentation: Implement a custom additional feature.

Once this feature is enabled, you will have an additional option within the dashboard metric configuration to define the custom formula as described.

Additionally, the metric will be automatically linked to the section where it is created. As a result, when filters are applied within that section, the metric values will dynamically update accordingly.

For your reference, please see the implemented example for the “Case” section:

image.png
image.png
image.png
image.png
image.png

If you have any further questions, please respond to this email we would be happy to help.

Have a nice day!

Greetings,

Thank you for your question.

We would like to inform you that, in order to achieve your goal, you may use the new beta feature 8.3.3 – Custom Metric Formulas.

To take advantage of this functionality, please add and enable the additional feature EnableFormulaAggregationInDesigner, which is not registered and is disabled by default. You can find more details in the documentation: Implement a custom additional feature.

Once this feature is enabled, you will have an additional option within the dashboard metric configuration to define the custom formula as described.

Additionally, the metric will be automatically linked to the section where it is created. As a result, when filters are applied within that section, the metric values will dynamically update accordingly.

For your reference, please see the implemented example for the “Case” section:

image.png
image.png
image.png
image.png
image.png

If you have any further questions, please respond to this email we would be happy to help.

Have a nice day!

Daria Mudragel

Thank you very much for your answer, the information is very useful, I will definitely try to implement this.

Have a great day!!

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MSwordReport
ReportSetup
Studio_Creatio
8.0

Hi everyone,

Is there a way to migrate Report Setup from one sandbox to another in Creatio without recreating the reports manually?

I have multiple MS Word reports in Sandbox A and want to move them to Sandbox B, but I can't find them in the Configuration/Packages section to export via the usual package method.

Does anyone know the correct approach for this? Should I use a data binding in a package, a SQL script, or is there another method?

Thanks in advance!

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1 comments

Hi Muhammad, 

Reports are stored as Data on DB, so Data binding is the appropriate method. After installing this data on a new environment, the reports should appear.

For binding the data, Creatio Academy mentions SysModuleReport and SysModuleReportTable.

Click btn_system_designer.png to open the System Designer.

  1. Go to the Admin area block → Advanced settings.
  2. Click AddData in the section list's toolbar 

    Fig. 8 Add menu in the Configuration section

  3. Bind the data to the following elements (Fig. 9):

    • SysModuleReport_ReportName: the report. Use the report Id from the dbo.SysModuleReport database table to bind it. For example, it is "SysModuleReport_MeetingMinutes" for the "Meeting minutes" report.
    • SysModuleReportTable_ReportName: the table part of the report. Use the report Id from the dbo.SysModuleReportTable database table to bind it. For example, it is "SysModuleReportTable_MeetingMinutes" for the "Meeting minutes" report.

     

    Fig. 9 Bound report data in the Configuration section list

Proceed to transfer the package that contains the report to another environment.

Source: Add a new Microsoft Word report in Creatio | Creatio Academy

Best, 
David
 

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FreedomUI
#lookup#add
Studio_Creatio
8.0

Hi Community,

I am working in Freedom UI (8.3) and I need to override the behavior of the "Add New" button inside a lookup/dropdown field. Specifically, I want to pass parameters (default values) from the current page to the new record form that opens when a user clicks the "Add" button.

Button Image

I have tried overriding the handler crt.CreateRecordFromLookupRequest, but the values are not populating on the target page.

  • Is request.defaultValues the correct property to use for CreateRecordFromLookupRequest
  • Note: Please assume all attribute names used in the code block below have been verified as correct; I have updated them to generic names for the purpose of this example.

    {
        request: "crt.CreateRecordFromLookupRequest",
        handler: async (request, next) => {
  
            if (request.attributeName === 'PDS_Facility') {
                
                request.defaultValues = request.defaultValues || [];

                const accountLookup = await request.$context.PDS_Account;

                if (accountLookup && accountLookup.value) {
                    request.defaultValues.push({
                        name: "Account",
                        value: accountLookup.value
                    });
                }
            }
            return next?.handle(request);
        }
    }

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3 comments

Hello Prabhath Surya,

crt.CreateRecordFromLookupRequest does not support page parameters. As a workaround, you can implement this using the browser’s native BroadcastChannel API to pass values.

Please refer to the following post for the example:
https://community.creatio.com/questions/open-custom-freedom-ui-page-custom-button-opportunity-edit-page-and-pass-opportunity

Eduard Dovydovskyi,

While the BroadcastChannel API is a good workaround for CreateRecordFromLookupRequest limitations, wouldn't it be more efficient to use crt.CreateRecordRequest if we are already using a custom button? Since crt.CreateRecordRequest natively supports the defaultValues array, we can pass parameters directly into the new page context without needing to manage browser-level messaging.

Prabhath Surya,

Yes, if you are already using a custom button, crt.CreateRecordRequest is a better option for this scenario, since it supports passing defaultValues directly.

The workaround with BroadcastChannel is mainly relevant when you need to keep the standard lookup "Add New" flow based on crt.CreateRecordFromLookupRequest, which does not support passing page parameters.

So both approaches are valid. You can use the one that better fits your implementation.

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Dear Creatio Support Team,

I am considering registering for a basic Software Developer certification worth $150 and would like to clarify your policies regarding exam failure for my consideration before I proceed with the purchase.

According to the Creatio Certification Rules and Procedures Guide, a score of no less than 85% is required to pass . If an applicant scores less than 85%, the certification is considered failed .

Before I complete the registration and payment process, could you please clarify the following points :

  • How many retake attempts are allowed if the initial exam is not successful?
  • Is there a mandatory waiting period required before I can schedule a second attempt?
  • Does a retake require a new payment, or is there a specific fee structure for subsequent attempts?
  • If a candidate fails, are they required to redo or re-present the individual practical assignment ?

The guide suggests reaching out to this address with additional questions, and I appreciate your assistance in helping me understand these procedures .

Thank you for your time and I look forward to your response.

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Hi Umarfarukh, development certification is provided only for partners or Creatio customers. Minimum passing score is 70%. Each retake is treated as separate certification, with same payment conditions. If homework was accepted, then redoing of it is not required.

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Conditional_Logic_on_Forms_built_in_creatio
Studio_Creatio
8.0

We would like to build the forms directly in Creatio, including replicating the conditional logic currently handled in our Squiz website builder, and then embedding these forms into our website (likely via iframe).

I’ve been exploring the Landing Pages module where forms can be created. While I can see options for field configuration, UI settings, and mapping data to objects, I’m unable to find any support for conditional logic at the form level (e.g., show/hide fields based on input, make fields read-only based on selections), similar to business rules in Creatio pages.

Could you please confirm whether conditional logic is supported natively in Creatio web/landing forms?

From my understanding, the business rules we configure in Creatio form pages would only take effect after the form submission (once the data is in Creatio). However, for conditional logic that needs to work dynamically while the user is filling out the form (e.g., show/hide fields, make fields read-only based on selections), this would need to be handled at the landing page level.

At the moment, I’m unable to find such options within the Landing Page Designer. I also noticed the “Landing pages and forms” section, which appears more aligned with external form integration—could you please confirm if that plays any role in enabling conditional logic for Creatio-built forms?

Thanks

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1 comments

Hello,

In Creatio 8.3.2, landing page forms do not support conditional logic (e.g., dynamic show/hide or read-only behavior while filling out the form). 

This capability is introduced in version 8.3.3, where you can configure conditional rules directly in the Landing Page Designer within Form Settings, enabling dynamic form behavior based on user input, as in below screenshot.

image.png

You can find more details here: https://academy.creatio.com/docs/8.x/resources/releases/changelog/8-3-3-twin-changelog

If you would like to update environment to version 8.3.3, please create a ticket for the Creatio support team.

Hope this helps.

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