8.1.1 does include the ability for generating Word printables. However, I don’t see any mention of generating Excel reports (which is a separate marketplace addon)
Is anyone familiar with the roadmap, aware of when/if Creatio plan to add in the functionality to toggle a list page between dashboard and a list - as was available on the old UI?
I note that it is now possible to use the toggle (i.e feed/next steps) function without allowing the user to hide it, so theoretically we could build this into the page template quite easily. An example being the "UI Management List" page.
Similarly does anyone know when/if they plan to add the advanced filter functionality.
I would like to inform you that you can add the necessary dashboard icon in Freedom UI. In order to add the icon you need, please use the instructions by clicking here.
As Orkhan mentioned, you can add dashboard elements to list pages pretty easily. Additionally, you can add a toggle panel, drag the list to a panel and then have a setup similar to the old dashboards for sections - however that doesn't allow you to give users the ability to create their own dashboards without giving them the ability to edit the page itself.
There is an item on the roadmap that is what you're asking about which is currently slated for Q1 2024
Dashboard sections in Freedom UI
Users can set up their own analytics widgets in Freedom UI and take full advantage of no-code capabilities.
Orkhan, I am familiar with the tabs component, but unless I am missing something this doesn't give me what I am looking for. Although perhaps the toggle component would.
What I am meaning is the icon that appears next to the list name, that switches the entire grid below it from a list to a dashboard. This replicates the function that is available on classic UI.
The below screenshot was from Creatio's marketing materials prior to 8.0.6 last Christmas
is there away to customize Freedom UI to have multi select on dropdown. I am working on "product elegibility criteria" and this type of feature is important to us. Classic UI is not an option to us.
The drop-down in Freedom UI does not currently support multi select. For now, you'll have to code something yourself using the multi select capabilities of the lookup dialog instead, this article should help get you started: https://customerfx.com/article/invoking-a-multi-select-lookup-dialog-on…
I am currently trying to edit an account info page and am running into an issue. I want to create a field with options in a dropdown format, but so far, I have not seen any way of doing so.
Is this something I did not see in the documentation, or will I need to use the booleans to ensure my users can select their needed options?
Any help is appreciated. I appreciate any help you can provide.
In the context of Classic UI, the Lookup view is configured on the page editing page. By selecting the "List" parameter, this lookup will be displayed as a drop-down list.
Regarding configuring this option for a detail with an editable register, currently, this can be implemented using development methods. More details are described in another post on the Community:
I was working on Bussiness Process to generate Successful message in Corressponding Section as a Popup.So,I choosen Autogenerated page for this requirement to display message but it was working. It was showing Notification in Notificational Panel but it should shown in Corressponding Section.
Unfortunately it's not clear what exactly was done and what is the required result and what is the actual result. Can you please share screenshots or additional details?
Currently i want to implement a soap type web service in Creatio, but i have a problem, where the content type must be set to application/xml-dtd. How do I change the content type to application/xml or text/xml?
Below is i'm the attaching the sample web service that i create.
The above article changes the returning content type to text/html however, you could change it to any type and then return the data in the stream as needed.
Unfortunately, such modification is not possible in the application, but thank you for the idea, we will register it to our R&D team for its implementation out-of-the-box in the future application releases.
For now you may use either application/json content type or pass a Stream, extract the body and process it in accordance to your business task.
The above article changes the returning content type to text/html however, you could change it to any type and then return the data in the stream as needed.
I have a question regarding the "Full Name Starts With" Filter.
I was told that the way I entered them above is not correct. What would the best option be for entering multiple values for this filter? I would think there would be an opportunity to select multiple values like below, but this isn't the case:
Unfortunately, the filter you have set up cannot filter records in this way. Your issue can be solved by grouping several filters and using the OR option. For example:
We understand that you may need to manually reset the current number in a specific column, for instance, to initiate numbering from 1. Currently, there is no interface that allows users to configure this manually, so the following steps need to be taken:
Identify the UId of the auto-numbered column.
For the identified column, use the script below to set a new starting number. In the examples provided, '4a40180c-61bf-de86-2f08-b05852a5ea6d' represents the UId of the auto-numbered column, and '1' is the next value from which the auto-numbering will proceed.
Script for MSSQL:
ALTER SEQUENCE [4a40180c-61bf-de86-2f08-b05852a5ea6d]
I have done this without the "/" by creating a new string field called "Period" and having a business process which updates that field. The formula was (based on my date field)
[#read opps line.First item of resulting collection.Opportunity Line Date#].ToString("yyyyMM")
I have done this without the "/" by creating a new string field called "Period" and having a business process which updates that field. The formula was (based on my date field)
[#read opps line.First item of resulting collection.Opportunity Line Date#].ToString("yyyyMM")
