up

Hi,

You can do it in the following manner:

...
					"clicked": {
						"request": "usr.OpenCurrentUserPage",
					},
 
...
handlers: /**SCHEMA_HANDLERS*/[
			{
				request: "usr.OpenCurrentUserPage",
				handler: async (request, next) => {
					const userId = Terrasoft.SysValue.CURRENT_USER.value; //some logic here to retrieve user id
					await request.$context.executeRequest({
						type: "crt.OpenPageRequest",
						$context: request.$context,
						schemaName: "UserPageV2",
						modelInitConfigs: [{
                            recordId: userId,
                            action: "edit"
                        }],
					});
					return await next?.handle(request);
				}
			},

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

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

Hi!

To change the list of available “Result” values in a task, you need to edit the lookup that controls them. Open the System Designer, go to Lookups, and find the lookup usually called “Activity results.” Open it and add or remove the values you need. The values you enter here are exactly the ones that will appear in the “If result” field when you complete a task.

The important part is that Activity Results and Next Step options are managed in completely different places. The Result field is controlled only by the Activity result lookup. The Next Step options, on the other hand, are configured separately in the business process or case designer. This means that changing Activity Results does not affect Next Step, and changing Next Step does not affect Activity Results.

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.