You can create a configuration service that returns the HTML as a viewable webpage. See https://customerfx.com/article/returning-an-html-page-from-a-creatio-configuration-service/

You'll need to either (1) save the generated HTML to a table that can be retrieved by the service, or have the service code generate the HTML to return.

Either way, you can pass parameters in the url for the service retrieved as parameters for the method in the service (so you have context of which record you're loading the HTML for).

For example: 

https://creatiourl/0/rest/UsrTestService/GetHtmlPage?recordId=SOMERECORDID

Then, in the method: 

public Stream GetHtmlPage(Guid recordId)
{
	//...
}

Ryan

Hello!

At the moment, Creatio does not provide a native or out-of-the-box widget for directly displaying PDF files embedded within a web page. Attachments can be downloaded or opened in a new tab, but they cannot be shown inline within standard UI components.

However, our development team has already been informed about this request and is actively working on implementing this feature in upcoming releases.

You could try using an object or embed tag. See https://stackoverflow.com/questions/1244788/embed-vs-object

However, best approach would be to create a custom component that uses Mozilla's PDF.js library, which there is an Angular component for: https://www.npmjs.com/package/ng2-pdfjs-viewer

Either way, if the PDF is hosted outside of Creatio, you'll need to add an exception for the domain/url in the content security policy for Creatio to allow it. 

Ryan

Add a Process File element after the Excel report element. For the Process File element, select "Process parameter" for the "What is the source of the file?". Then you can map the File result of the Excel reports element and select Order files as the "What object to save file to" parameter. 

Hello Udit Sharma,

You can try to use crt.SaveRecordRequest when approving the record. More on this you can find here:
https://customerfx.com/article/saving-a-page-before-some-action-on-a-creatio-freedom-ui-page/

Hello.

In this configuration, the Complaint Manager will obtain all access rights and permissions from the roles Complaints Investigator and Complaints. 

Best regards,
Antonii.

Hi Antonii Viazovskyi,

Thanks for the response, so can I say the same for the Area Manager? ( Area manager is not a manager role ~ just a child role of Customer Care)  

It's been a few versions since I tried this, but I believe the FileList, even in gallery mode, supports the rowToolbarItems like a normal List does. 

Modify the menu items: https://customerfx.com/article/adding-row-action-menu-items-to-a-creati…

Remove the row menu completely: https://customerfx.com/article/removing-the-row-toolbar-from-a-creatio-…

Ryan

Hello!

If one section references another via a one-to-many relationship (i.e., one entity contains the foreign-key column pointing to another), you can use this same approach. Business rules allow you to filter the lookup so it only displays the dependent records associated with the current parent record.

To filter a lookup field in a Creatio Freedom UI page based on a one-to-many relationship between two custom sections, you can configure this using a business rule, details here https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

Hello!
Thank you for your question. Currently, it is not possible to display each field on a new line (for example, reference number on one line and customer name on another) in the system.

We understand that this could be useful, and we will consider it for future improvements.

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Ermek Nakypov,

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Hello,

There are no strict limitations - the add-on can technically work without HTTPS.
However, we strongly recommend always using HTTPS, even in a local environment, to ensure secure communication and proper integration behavior.

Halyna Parkhomenko,

Hello, thank you for your answer. But I have an error unnable to set a trusted connection to server. Do you know why i am getting this error? 

Hello Chetana! 

For what you want to achieve, you have done the most part already by creating the Freedom UI-Page and adding the needed functionality. 

Now, in order to create a Section you have different options depending on your Creatio Version: 



Step 1 - Create Section

In older Creatio Versions you can create a Section within the "Section Wizard" directly, which can be found in the System Designer, or by following the approach i describe below.
Reference: Create a new section | Creatio Academy

For newer Creatio Versions (8.3.1+), the only available approach is to create a Section within the "Navigation and Sections" Tab of your current Application you are developing in. Applications can be accessed through the "Application Hub" in the System Designer. 
Reference: Set up the app sections | Creatio Academy
 

Step 2 - Make Section available to Users

For both approaches, the Section then can be added to a Workplace (System Designer -> "Workplace Setup") either by modifying a existing Workplace, or creating a new one. 
Reference: Set up workplaces | Creatio Academy

If you create a new Workplace, make sure to set the "User Group" to which the workplace will be available correctly, otherwise the Workplace will not appear to users :)

Kind regards, 
David


 

Hi David,

Creating a section will add another entity in my application. I don't want that. I just want a section which will display my custom calendar. If I create a section and add it in left menu it's by default displaying the list page instead of my calendar.

Chetana Gharat,

Hello Chetana.

That's correct for the old Creatio version. In FreedomUi, you can select an existing object when you add a new section. It is hidden behind "Advanced parameters" and then you have to check the "link to an existing object" checkbox.

Hope this helps,
Robert