studio
Studio_Creatio
8.0

Hello community,

I'm trying to open from a freedom UI page the UserSection page using the following snippet

the entity SysAdminUnit has not assigned the UsersSectionV2 page

How can I solve this problem?

"clicked": {
	"request": "crt.UpdateRecordRequest",
	"params": {
		"entityName": "SysAdminUnit",
		"recordId": "$UserId"
	}
},
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business rule
mobile application
Mobile_Creatio
Studio_Creatio
8.0

Hi everyone,


I’m working with Creatio Freedom UI and trying to configure show/hide business rules that must work in the Mobile App. The older community posts and documentation links related to mobile business rules all redirect to page not found, and most examples are for the classic UI or legacy mobile rules. I need clarity on the correct and officially supported way to control field/tab visibility in Freedom UI Mobile, ideally using view model attributes, expressions, or any recommended approach. If anyone has working examples or best practices for implementing visibility logic in Freedom UI Mobile, please share. 

Thanks in advance!

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Hello,

Currently, in Freedom UI mobile, business rules can only be implemented at the metadata level, and detailed public documentation on this process is not yet available.

Using standard functionality, you can configure mobile business rules only at the object level.

However, our R&D team is working on expanding this capability in future application releases.

In the meantime, we have prepared instructions for adding business rules to Freedom UI mobile pages. You can find the guide here:
Set up business rules at the page level for mobile -081025-160622.pdf

I trust this helps.

Best regards,
Tom

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Workplace
Studio_Creatio
licenses
8.0

In Creatio, what is the actual difference between the ‘General’, ‘Portal’, ‘Self-service’, and ‘Limited internal’ workplace types when creating a new workplace? All of them look identical in the UI, and I can’t see any functional distinctions.
Additionally, what is the purpose of the ‘Limited internal’ license, and is it directly related to the ‘Limited internal’ item shown in the interface on my screenshot?

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Best reply

Hello!


1. Workplace Types

The workplace types ‘General’, ‘Portal’, ‘Self-service’, and ‘Limited internal’ primarily serve as organizational categories for different user groups. While they may appear visually identical in the UI, they help structure workplaces according to typical license and role scenarios. The actual permissions and accessible sections for users are determined by their license type and security roles, not the workplace type itself.

 

Here’s a brief overview of each type:

General: For standard internal users with broad access to system sections and features.

Portal: For external users (e.g., clients or partners) who access the system via the portal, typically with limited functionality.

Self-service: For users needing minimal interaction, often restricted to submitting requests or accessing knowledge resources.

Limited internal: For users with reduced access compared to full internal users, typically limited to one or a few sections and read-only access to certain data.

 

2. Limited Internal License

The ‘Limited internal’ license is designed for users who do not require full functionality. It restricts access to advanced features and limits the sections a user can interact with.

The ‘Limited internal’ workplace type in the UI corresponds directly to this license.

Assigning a user to a ‘Limited internal’ workplace ensures that the workplace configuration matches the limitations of this license.

Here you can find more information from Academy: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/appearance-customization/set-up-workplaces#title-1730-2

Hello!


1. Workplace Types

The workplace types ‘General’, ‘Portal’, ‘Self-service’, and ‘Limited internal’ primarily serve as organizational categories for different user groups. While they may appear visually identical in the UI, they help structure workplaces according to typical license and role scenarios. The actual permissions and accessible sections for users are determined by their license type and security roles, not the workplace type itself.

 

Here’s a brief overview of each type:

General: For standard internal users with broad access to system sections and features.

Portal: For external users (e.g., clients or partners) who access the system via the portal, typically with limited functionality.

Self-service: For users needing minimal interaction, often restricted to submitting requests or accessing knowledge resources.

Limited internal: For users with reduced access compared to full internal users, typically limited to one or a few sections and read-only access to certain data.

 

2. Limited Internal License

The ‘Limited internal’ license is designed for users who do not require full functionality. It restricts access to advanced features and limits the sections a user can interact with.

The ‘Limited internal’ workplace type in the UI corresponds directly to this license.

Assigning a user to a ‘Limited internal’ workplace ensures that the workplace configuration matches the limitations of this license.

Here you can find more information from Academy: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/appearance-customization/set-up-workplaces#title-1730-2

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modifyactivityresult
CDM
PerformTask
Studio_Creatio
8.0

Hi all, i have an issue. Please advise.

I want to add or remove options in the “If result” section when performing a task. I already added a new activity result value in the system settings, but the options still show the default list. How can I configure the list of results for the “Perform Task” action?

And why is the list of Result options in the Perform Task element different from the Next Step options, and how can I properly configure the Result list in Creatio?



Thanks.

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Studio_Creatio
Sales_Creatio
Marketing_Creatio
8.0

Hi Team,

I am working on Creatio (Freedom UI) and generating an HTML table dynamically using JavaScript.

After building the HTML string from the table data, I would like to open it in another tab or page.

What is the recommended approach to display the generated HTML table on the new page?

Any guidance or examples would be greatly appreciated.

Thanks!

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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

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Studio_Creatio
Sales_Creatio
Service_Creatio
Marketing_Creatio
Studio_Creatio
8.0

Hi everyone,

I’m looking for a reliable way to display a PDF directly inside a Creatio web page preferably within a Freedom UI page. The goal is to display the PDF on-screen that’s stored as an attachment for the record.

I tried using an IFrame with the file’s OData URL, but Chrome blocks it due to security restrictions (X-Frame-Options / This page has been blocked by Chrome). So the usual IFrame approach doesn’t work.

If anyone has implemented this before, I’d appreciate guidance on:

  • The supported method to embed a PDF inside a Creatio page
  • Whether Creatio has any built-in component or recommended approach
  • Any workaround for loading PDFs from the File entity without browser blocking
  • Options for fillable PDFs (if possible)

Any insights or examples would be helpful. Thanks!

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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

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Hi, all mentors

I'd like to generate an Excel report (using the Excel Report Builder app) based on the “Products in Orders” detail within the order section by triggering a button. I already know how to create the report, but I'm not sure how to automatically upload the generated file to the Attachments section.

Could you please explain how to configure this in the business process?

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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. 

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approvals
Formpage
FreedomUI
AUTOSAVE
Studio_Creatio
8.0

There is an approval tab on the page that allows users to approve or reject a record. The record page and the approval tab are both on the same page. However, if the user updates the record page data  and clicks “Approve” without saving the record first, the updated information is not saved. As a result, the approval process proceeds with old data, which should not happen.

How can we save the data without clicking the save button and then approving the record ? 

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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/

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organizational roles
functional roles
RBAC
Studio_Creatio
8.0

We have this senerio -

We have setup our Organization structure as below - 
 - All employees

  • Complaints
    • Complaints Investigator
      • Complaint Manager (Manager role of Complaint investigator)
    • Customer Care
      • Team Manager  (Manager role of Customer Care)
      • Area Manager (It is manager of Team manager but can't do that in creatio so added as a child role of Customer Care)
  1. If I give some permission to Complaints org group, will that be inherited by Team Manager / Complaint Manager ? ~ I am under assumption that Managers role will inherit the permissions of their subordinates, but if I give certain permission to Complaints then does that pass to Area Manger ? 

Creatio 8.3.x 

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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)  

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rowtoolbaritems
attachment_list
Studio_Creatio
8.0

Hello Community,

is there a way to hide the delete menu, or even better hide the kebab menu icon off an attachment gallery on record pages BUT only on certain (1) stage only. 
I am also looking into the option of throwing alert when the user is on stages on which they are not allowed to delete.
Guidance will be greatly appreciated!

 Delete button on attachment gallery on record page

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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

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