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.
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 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?
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.
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.
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?
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).
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!
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.
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.
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?
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.
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 ?
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)
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 ?
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!