Hello,

If I understood your question correctly, you would like to retrieve the Lookup Name value instead of its GUID. I’d like to clarify that in a Formula you can only work with the Lookup ID, so the display value of the Lookup field is unfortunately not available directly through Formula.

If you need to use the Lookup Name in your process, the recommended approach is to perform an additional Read of the record. By reading the related object, you will be able to access the Name column and use it further in the process logic.

This way you can safely obtain the Lookup Name and ensure the process works as expected without running into runtime errors.

Hi Anastasiia, 
 

It's seems a was of time and resources to force the user to do another read action when the data is already loaded.

Is it planned as a featured to make the lookup name available to use?

It would save time building business processes,  make the business processes less cluttered and  take less actions on the system.
 

Hello,

Thank you for your follow-up.

The runtime error you encountered occurs because the formula was configured to call GetColumnValue on a GUID of item, which is not valid in this context.

For correct configuration of formulas, I recommend reviewing this article: https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/business-process-setup/process-formulas

A simpler and reliable approach is to use a Read Data element: by reading the record by its Lookup GUID, you can retrieve the full information you need, including the Lookup Name, without encountering runtime errors.

Hello,

There is no such ootb functionality available yet. However, we have registered this idea to our R&D department to consider implementation in future releases.

Best regards,
Ivan

Hello,

You are correct - currently the timer calculates the time from the registration date to the current moment if the record is not yet resolved. Once an incident or Opportunity is marked as resolved (i.e., the resolution date field is filled), the timer continues to count, which can cause the displayed duration to grow inaccurately.

As a temporary solution, we suggest hiding the timer for resolved records using business rules. This will prevent the timer from showing an incorrect duration post-resolution.

We are aware of the importance of this functionality and plan to improve it in the future; however, we do not have an exact ETA at the moment.

Thank you for your understanding and patience.

Valeriia Hromova,

Thanks, we will do it!

Maybe try either (1) clearing your browser cache or (2) flushing redis (or changing the db number in the config file)

This can also be the result of OS websocket limitations on local installs of Creatio. When we use our Windows laptops for local development, the number of tabs is extremely limited by this, as non-server versions of Windows have a limited number of websocket connections, and some Creatio pages use multiple websocket connections each.

Symptoms are that nothing loads in the Network browser developer tab and the page doesn't load - either staying on a splash screen forever or a blank screen. Or your page might be open but something like Business Rules will spin forever while "loading", as this appears to require an additional websocket connection.

Closing a tab or 2 will resolve the issue if that's what you're experiencing, but I wish there was a way to avoid this limitation.

This sounds like something server code could perform - the File API documentation here has an example that could be adapted to meet that requirement under the collapsed example titled "Copy a file from the original file storage, paste the file to a new file storage, and delete the file from the original file storage".

Also, as a no-code approach, you do this with a Process File element in a process. 

Example to copy opportunity files to account

Ryan

Ryan Farley,

Thank you. I have two section both freedom UI, so I have tried two approaches but nothing worked.

Approach 1. Selecting case(attachment and notes object) 

Approach 2 - Using uploaded File and passing Case record Id

Bulk Update is a freedom UI section so there is no separate attachment object for it.

Thanks,

Akshit

Akshit Saxena,

I think the "What object to save file to?" field should be the object you want the file to be associated to, e.g. in your first example it would simply be "Case". Then the Case's Id would go in the subsequent field. That's how we have Process File elements set up and it works, although that's for a Custom Object, so the file ends up in the "Uploaded file" Object rather than one of the bespoke OOTB XFile Objects that exist for Account and Case.

Harvey Adcock,

Thank you. I have to save file in the case attachment object from Custom Bulk Update attachment object. I tried to select case only in "What object to save file to?" but it does not show option to select only case  in the dropdown.

Hi Akshit Saxena,

The section that you are looking for is Case (Attachments and notes detail object in Cases section).

Hi Akshit Saxena,

I suggest you use a business process to implement the needed functionality:
1. Add a button to the required list page that will trigger that business process
2. To open a dialog (mini page) use the Pre-configured page process element:
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/user-actions/pre-configured-page-process-element
3. To update record use the Modify data process element:
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/system-actions/modify-data-process-element
4. To save file use the Process file process element:
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/system-actions/process-file-element

Please note the Script task process element, which may be useful for handling complex logic in your business process:
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/system-actions/script-task-process-element

Also, check out these articles, they may be useful:
https://customerfx.com/article/launching-a-process-for-multiple-records-in-a-creatio-list/
https://customerfx.com/article/prompting-a-user-for-information-using-a-mini-page-from-a-creatio-process/

Hi Dmitry, please have look at this academy article. In Freedom UI there isn’t a “true” page destroy() like in Classic. Since 8.0.6 Creatio keeps the ViewModel alive (module caching), so crt.HandleViewModelDestroyRequest often won’t fire when you leave a record page; the platform recommends treating crt.HandleViewModelPauseRequest as the replacement and pairing it with crt.HandleViewModelResumeRequest.

Hi Puneet Mehta,

Unfortunately, you cannot capture phone link click events from the UI using low-code/no-code tools, as this is handled at core level by the CTI provider. However, you can modify your CTI provider's makeCall function at your own risk to track information such as callerId, calledId, etc.

I hope this helps.

Why can't you use App Hub? That's the right way to do it.

Alternatively, you could use a trial, create a section in app hub based on an existing object and see what gets put in your package to duplicate manually. Essentially, you'll manually create the list and edit pages, then register it all with an entry in the SysModule and SysModuleEntity tables, however, that's all quick and easy using the App Hub.

Hello,

As far as we know, in Freedom UI the option to move or create a section page for an existing object is available only through the Application Hub.

It might technically be possible to achieve this by using custom code or scripts, but we strongly do not recommend doing so. Such changes can lead to unexpected issues because of multiple dependencies between section schemas, UI components, and system logic.

For stable work and full support, we suggest using the Application Hub when working with Freedom UI sections.

Hello.

Using out-of-the-box functionality in Creatio, it is not possible to dynamically add UI elements to a page via a business process.

The business process tools in Creatio are not designed to modify the UI structure.

This type of customization can only be achieved through additional development in the application source code. 

Best regards,
Antonii.