Hello, 

Unfortunately at this moment there is no built-in possibility to enable Export to Excel for List Widget. 

The team is aware of the request to enable the ‘Export to Excel’ option for list widgets in Freedom UI dashboards. There is a corresponding task in progress, but at this time there is no confirmed release date for this functionality.

As a temporary workaround, it is possible to add a button directly to the dashboard schema that will export the list widget to Excel. Below is an example configuration for such a button:

{
    "operation": "insert",
    "name": "Button_cfj1ji4",
    "values": {
        "layoutConfig": {
            "column": 1,
            "colSpan": 1,
            "row": 1,
            "rowSpan": 1
        },
        "type": "crt.Button",
        "caption": "Export list widget to excel",
        "color": "default",
        "disabled": false,
        "size": "large",
        "iconPosition": "only-text",
        "visible": true,
        "clicked": {
            "request": "crt.ExportDataGridToExcelRequest",
            "params": {
                "viewName": "ListWidget_1ocamke",
                "filters": "$ListWidget_1ocamke | crt.ToCollectionFilters : 'ListWidget_1ocamke' : $ListWidget_1ocamke_SelectionState"
            }
        },
        "clickMode": "default"
    },
    "parentName": "Main",
    "propertyName": "items",
    "index": 1
}

In this example, ListWidget_1ocamke should be replaced with the items attribute name of your list widget.

Thank you for reaching out! 

Thank you for the guidance, Oleksandra!

Greetings,

Unfortunately, currently there is no option to customize the To field in the message composer. It is a part of the component. 

We have registered the voice with our R&D team. The improvement will be available in one of the future releases.

Please let us know if you have other questions.

Thank you for reaching out!

This is expected behavior for how the auto-number fields work. 

If you're after a true sequential number without gaps, then you'd need to implement something custom to accomplish that. For a no-code approach, you could have a process with a signal of record added that gets a record count and then updates the newly added record with the result.

Ryan

Hello.

Please generate the source code for all schemas and then run the Compile All action. After these steps, the issue should be resolved.

Best regards,
Antonii.

Hi, Antonii.

It worked! Thanks a lot, cheers.

Best Regards,
Ahmed.

In Creatio 8.3.2, classic UI Shell is officially deprecated. Probably causing some issues ? So although page is classic UI, if there's no more Classic UI shell, I guess that's the reason why it's not showing a shell ? (not ideal I know). I hope message templates will seen be migrated to a Freedom UI designer like bulk emails.

Couple things on this: although they are deprecating it, the classic shell is still available. Starting with 8.3.2, it will simply be turned on by default. We will actually be turning it off after the update for most of our clients, as we are not fully ready to migrate. 

Second, the out of the box editor works exactly like we needed to and like it has in the past, so I know the technology does in fact still support it. I'm guessing it's some sort of static route defined somewhere, that prevents it from being redirected to the freedom Shell. 

Just in case something like this comes up for anyone else, to prevent a page from redirecting to the Freedom UI Shell base url, you need to a the base url for your classic module to the Lookup "Blacklist of redirects from Classic UI". There are various modules that Creatio opens in a new tab, that must use the classic base (e.g content editor and BP designer) and this is how they allow for this. 

Hello Jeff,

I suggest you to manually move the template from your dev-site to to your QA. You can easily download the template information and import it using OData.

1. Copy the email template Id that you want to move
   

2. Access the email template information in the EmailTemplate table:
   https://your-dev-site.creatio.com/0/odata/EmailTemplate(template_id)
   
   You will need to take this JSON and remove the lines that have "@odata." in the name (the first line the last 12 lines) as they are not needed for the import. If you have any fields with value "00000000-0000-0000-0000-000000000000", you will need to remove those lines too. For this example, the result parsed JSON would be:

   {
       "Id": "0dc0759c-80b3-48b3-a832-7e32925d748b",
       "CreatedOn": "2019-07-15T23:30:13.367747Z",
       "CreatedById": "410006e1-ca4e-4502-a9ec-e54d922d2c00",
       "ModifiedOn": "2025-12-16T20:55:28.568102Z",
       "ModifiedById": "410006e1-ca4e-4502-a9ec-e54d922d2c00",
       "ProcessListeners": 0,
       "Name": "Case assigned to group",
       "Subject": "Case #[#Number#] \"[#Subject#]\" assigned to group",
       "Body": "<div>\n\t<div>\n\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\">Case <strong>#[#Number#]</strong> \"[#Subject#]\" has been assigned to your group.</em></span></span></div>\n\t<div>\n\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Priority:</strong> [#Priority.Name#]</span></span></div>\n\t<div>\n\t\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Response deadline:</strong> [#ResponseDate#];</span></span></div>\n\t<div>\n\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Resolution deadline:</strong> [#SolutionDate#].</span></span></div>\n\t\t<div>\n\t\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Contact:</strong> [#Contact.Name#].</span></span></div>\n\t\t<div>\n\t\t\t </div>\n\t<div>\n\t\t\t<span style=\"font-size:12px;\"><span style=\"font-family:arial,helvetica,sans-serif;\"><strong>Account:</strong> [#Account.Name#].</span></span></div>\n\t</div><div> </div>",
       "IsHtmlBody": false,
       "SendIndividualEmailId": "e75ac3fe-be9b-4a01-87db-c7dffd354f8c",
       "SaveAsActivity": false,
       "ShowBeforeSending": false,
       "TemplateConfig": "",
       "ConfigType": 0,
       "Notes": "",
       "TemplateTypeId": "74ff0cee-6593-482f-a62f-6dde6e17ab5e"
   }
   

3. Send all this information to your QA site:
   1. If you want to update the existing template, send a PATCH request to https://your-qa-site.creatio.com/0/odata/EmailTemplate(template_id) with the parsed JSON in the body without the Id field
   2. If you want to re-create the template, remove it first and then send a POST request to https://your-qa-site.creatio.com/0/odata/EmailTemplate with the all the parsed JSON in the body.

I have moved a lot of templates from many sites using this method and it is by far the simplest for me when I want to have an exact copy between them. As you already moved the SysImage information, you won't need to migrate anything from that table using this method.

You can find more information about Creatio OData here:

• https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/integrations-and-api/data-services/odata/basics/overview
• https://documenter.getpostman.com/view/10204500/SztHX5Qb?version=latest

Regards

Alejandro González Momblán,

Thank you 100x!

I missed removing some of the odata on my first attempt at an insert but got past that pretty quickly.

Thanks again and I really appreciate this community!

Hello Ajay,

In the current Freedom UI architecture, values defined inside an Angular custom component are never visible in the Freedom UI designer and cannot appear as configurable fields in the right-side settings panel(feature is under development). Freedom UI does not analyze Angular component metadata at design time, so decorators such as @Input() and @CrtInput() only enable runtime data binding, not visual configuration. As a result, the “Open source code” option is the expected and correct behavior for custom components. Input values can be passed only through page attributes and explicitly bound in the page schema (viewConfigDiff), where they are then delivered to the Angular component at runtime. Creating a custom settings panel or exposing Angular inputs visually, like standard components, is not supported at this time and is a known platform limitation.

 For working with fillable PDF files in Angular within Creatio, the recommended library is pdf-lib, as it supports form filling, runs in the browser, and integrates well with Angular-based Freedom UI components.

Jakub Wieczorek,

Thank you for the valuable information. Using pdf-lib, is it possible to save the modified, fillable PDF back into the Creatio database? Is there any documentation available for this?

Hello,

The transfer of organizational structure settings and access rights from one stand to another can be implemented using SQL scripts. To do this on the reference environment, you need to generate insert queries based on records from the following tables:

- SysAdminUnit (Administration object: users and roles)
- SysUserInRole (Direct user entries in roles)
- SysFuncRoleInOrgRole (Entry of a functional role into an organizational role)
- SysAdminOperation (System operations, if required)
- SysAdminOperationGrantee (Access to system operations, if required)
- SysEntitySchemaOperationRight (Access to objects)
- SysEntitySchemaRecordDefRight (Access to default records)
- SysEntitySchemaColumnRight (Access to object columns)
- SysAdminUnitGrantedRight (Delegation)
- SysWorkplace - (User Workplace)
- SysAdminUnitInWorkplace - (Users in Workplace)
- SysModuleInWorkplace - (Partition in Workplace)

You can use Microsoft SQL Server Database Publishing Wizard and similar tools to generate queries. The resulting SQL script must be attached to the package: "SQL script" type schema | Creatio Academy