Hi Community,

I’m on Creatio 8.3.2 (Freedom UI) and I’m trying to set the first tab as the default on every page init, because the designer option under Tabs (“Default tab”) isn’t working in my case, so I’m doing it in code.

What I’m doing

I subscribe to the page model events inside crt.HandleViewModelInitRequest and wait for finish-load-model-attributes, then set the tab index to 0:

{
  request: "crt.HandleViewModelInitRequest",
  handler: async (request, next) => {
    await next?.handle(request);

    request.$context.events$.subscribe(async (evt) => {
      const modelMode = await request.$context.getPrimaryModelMode();

      if (evt?.type === "finish-load-model-attributes") {
        if (modelMode === "update") {
          request.$context.Tabs_SelectedTabIndex_Profile = 0;
        }
        if (modelMode === "create") {
          request.$context.Tabs_SelectedTabIndex_Profile = 0;
        }
      }
    });
  }
}

The problem

This event is emitted more than once (e.g., when another list/detail inside a tab finishes loading later), so my code keeps re-triggering and forces the UI back to tab 0 even after the user already switched tabs.

Unsubscribe attempt (doesn’t work)

I tried the pattern I saw in a comment on the CustomerFX article about waiting for the model to be loaded (store the returned subscription and call unsubscribe() when the needed payload arrives):customerfx

const sub = request.$context.events$.subscribe(async (evt) => {
  if (evt?.type === "finish-load-model-attributes" && evt?.payload?.SomeAttribute) {
    sub.unsubscribe();
  }
});

But in my case (8.3.2 Freedom UI) this doesn’t seem to work at all.

Questions

  • What is the correct syntax / pattern to unsubscribe from request.$context.events$ subscriptions on Freedom UI pages (8.3.2)?
  • Does events$.subscribe(...) always return an object that supports unsubscribe() in Freedom UI, or is there a different disposal mechanism?
  • Is there a recommended “run once when page is really ready” event/request that avoids finish-load-model-attributes firing multiple times?

If anyone has a working example for 8.3.x (especially for “run once” behavior or proper unsubscribe), I’d really appreciate it.

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2 comments

Hello,
Currently, there are some issues with the default tab logic, and our R&D team is working on a global solution for it. As for now, the recommended approach is the following:
The current mechanism relies on saving the selected tab through the page configuration (viewConfig), which may lead to conflicts and incorrect behavior.
To ensure stable operation, the default tab must be controlled at the ViewModel level.
As a workaround for now, you can apply the following steps:
- Use the SelectedTabIndex property instead of SelectedTab. 

- Store the tab index in a dedicated ViewModel attribute.

- Disable saving the selected tab in the profile to prevent conflicts. (DisableSaveToProfileSelectedTabIndex)


 

Dmytro Vovchenko,

Thanks for the guidance, that clarifies the ViewModel‑side approach a lot.

Quick follow‑up: could you also please point me to the correct way to unsubscribe from request.$context.events$ in Freedom UI (8.3.2)?

Right now I’m doing something like this inside crt.HandleViewModelInitRequest:

{ 
  request: "crt.HandleViewModelInitRequest",
  handler: async (request, next) => {
    await next?.handle(request);

    const sub = request.$context.events$.subscribe(async (evt) => {
      const modelMode = await request.$context.getPrimaryModelMode();

      if (evt?.type === "finish-load-model-attributes") {
        if (modelMode === "update" || modelMode === "create") {
          request.$context.Tabs_SelectedTabIndex_Profile = 0;

          // I want this to run only once, then stop listening
          sub.unsubscribe?.();
        }
      }
    });
  }
}

Any small code snippet or hint for 8.3.x specifically would be really helpful.

 

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Hello,

How can I make text search case-insensitive in the Read data element of a business process?


Different third-party systems write the same code using different letter cases, and because of this the business process doesn’t find an already existing record.

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1 comments

Hi Vladimir. The best way to solve this case without coding (using esq or smth) is to do the following:

  1. In Account schema add a column with no use in UI - UsrCodeLower.
  2. Create some event-based process to fill this value in case of saved new Account record with Code filled or changed Code field in existing account with the following parameter [#Read account.First record in the resulting collection.Code#].ToLower() then modify Account's UsrCodeLower with it's value:

3. Add to your process for looking for an account by code (this one on the screen) some parameter for "lowered" code value: UsrDistributionNumberLower = UsrDistributionNumber.ToLower(). 

4. In the Read data element replace Code with UsrCodeLower and the parameter to UsrDistributionNumberLower. 

As both values will be in lower case, this should do.

 

 

 

 

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#CommunicationPanel
Studio_Creatio
8.0

Hi Team, we have create a couple of custom workflows using custom objects. We are trying to generate notifications by adding records in notification object. The notifications are working fine but the thumbnails are breaking. Attached is the screenshot. How can we resolve this?

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3 comments

I had that happening on after an upgrade to 8.3.2. It is caused by an issue with a new feature called DisableGenerateViewModuleScriptOptimization, which by default id disabled. You can resolve the issue by enabling that feature. 

The DisableGenerateViewModuleScriptOptimization feature is new in 8.3.2 and is a new feature meant to optimize page opening/reopening. With the feature enabled, the site is no longer using the optimization. The issue is resolved in 8.3.3, so for now, enable the feature, but when 8.3.3 comes out you'll want to disable the feature again so you can use the page optimizations.

This information is from support, my case was SR-01476352 if you end up discussing with support.

Ryan

Ryan Farley,

Thanks for the prompt response, Ryan! I don't see this feature in feature list. Where can I enable this feature?

Puneet Mehta,

This is all for 8.3.2, just FYI, so wanted that to be clear. Also, I don't believe the feature is added in 8.3.2 (although the capabilities are there), so you can just add it, then enable it. 

Don't forget to disable it once your system is upgraded to 8.3.3.

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FreedomUI
Requests
crt.CreateRecordRequest
Studio_Creatio
8.0

Hi, community! 

Recently noticed that while executing crt.CreateRecordRequest programmatically I cannot pass default values for page attibutes that are not schema fields. I am aware about defaultValues parameters for CreateRecordRequest and it works correctly for page fields so they are filled in, but no such behaviour for attributes. Maybe it possible to access defaultValues array in the opened page in HandleViewModelInitRequest and set a attribute value manually, but I didn't find the way to do it. Any advices on this are much appreciated.

 

const handlerChain = sdk.HandlerChainService.instance;					
await handlerChain.process({
	type: "crt.CreateRecordRequest",
	entityName: "MySuperEntity",
	$context: request.$context,
	defaultValues: [{
		attributeName: "SomeField", //this is MySuperEntity field and it's filled in the form page correctly
		value: "SomeValue"
	},
	{
		attributeName: "SomeAttribute", //this is MySuperEntity_FormPage attribute and and it's empty in request.$context.SomeAttribute in HandleViewModelInitRequest 
		value: "SomeAnotherValue"
	},
});	
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6 comments
Best reply

As a workaround approach, I've been using BroadcastChannel API to pass other attribute (non-model) values to the opened page. See the comment in this thread from Edward https://community.creatio.com/questions/open-custom-freedom-ui-page-custom-button-opportunity-edit-page-and-pass-opportunity

Ryan

Hi, Sergejs. You should do it as following:

{
	request: "crt.HandleViewModelResumeRequest",
	handler: async (request, next) => {
		await next?.handle(request);
		setTimeout(() => {
			request.$context.Param1 = someValue1;
			request.$context.Param2 = someValue2;
		}, 300);	
	}
}

Dmitry S,

Can you please clarify what is someValue1 and someValue2 in your example? As far as I can understand, you are setting attribute value inside same page in the HandleViewModelResumeRequest.

My scenario is slightly different, I am trying to pass the attribute value from another page. So for instance - I have a button on a page1, this button has a custom click handler, where I call CreateRecordRequest with some parameters. In result page2 opens and I want to set it attribute with the value from the parameter i passed in CreateRecordRequest. I hoped it works automatically, but it's not. I tryed your HandleViewModelResumeRequest code with little modification, but attribute value still is null for me.

			{
				request: "crt.HandleViewModelResumeRequest",
				handler: async (request, next) => {
					await next?.handle(request);
					setTimeout(() => {
						const a = request.$context.SomeAttribute; //a is null here
					}, 300);
				}
			},

Sergejs Sokolovs,

You are sending something from parent page to child page ok. So in data model of the created child page you have them, yes? And page is opened.

So, you can get them on the created page as 

const attribute = await request.$context.UsrAttributeName; 

or the problem occurs when you're trying to fill smth virtual? Which exists on the page, but not present in the entity itself? if so, I'll check this tomorrow.

BTW. 

as a workaround you can do the following:

  1. You can create some process like this one with open preconfigured page element. You can configure some process parameters, which will receive data you want to display. You can link these process parameters to the desired page. On the page are all of those parameters accessible.

2. Instead of using record handlers you can run this process from some custom handler on the page somehow like this (also not forget to define ProcessModuleUtilities). Process should open page with all required fields filled. 

["@creatio-devkit/common", "ProcessModuleUtilities"], function (sdk, ProcessModuleUtilities)

You can use something similar from FD sdk indeed, this example was taken from FD page, but it uses CI logic.

const printableId = reportTemplate.value;
const args = {
	sysProcessName: "UsrGenerateContractByTemplate",
	parameters: {
		ContractId: contractId,
		PrintableId: printableId
	}
};
ProcessModuleUtilities.executeProcess(args); 

As a workaround approach, I've been using BroadcastChannel API to pass other attribute (non-model) values to the opened page. See the comment in this thread from Edward https://community.creatio.com/questions/open-custom-freedom-ui-page-custom-button-opportunity-edit-page-and-pass-opportunity

Ryan

Ryan Farley,

Yeah, already started to think about that solution, but hoped there is more native one. It's little bit frustrating, that params are not supported, but it's great that we have a workaround. Thanks!

Yes, the current way to implement the desired logic is to use a workeround, more on it here https://community.creatio.com/articles/passing-data-between-freedom-ui-pages-creatio.
As for a more native approach, it is still in development.

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Studio_Creatio
Sales_Creatio
Service_Creatio
Marketing_Creatio
Studio_Creatio
8.0

Hello Everyone,

I want to integrate Creatio with a hardware device (such as a signature pad or scanner). The hardware vendor provides a browser-based SDK for integration.

I would like guidance on the following:

  1. What is the recommended approach to integrate a browser-based hardware SDK with Creatio?
  2. Can the SDK be directly integrated using client-side JavaScript in Creatio (Freedom UI)?
  3. Are there any limitations or security considerations when working with browser-based hardware SDKs in Creatio ?
  4. Has anyone implemented a similar hardware integration in Creatio? If yes, what approach worked best?

Any best practices, documentation references, or real-world examples would be greatly appreciated.

Thank you.

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1 comments

Hello Ajay,

Unfortunately, Creatio doesn't have instructions for integrating the platform with hardware devices.

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Studio_Creatio
Sales_Creatio
Service_Creatio
Marketing_Creatio
#tab#automation#hidden#Shown
Studio_Creatio
8.0

Hi Everyone,

I’m working with a detail object and want to:

• Sort the Costs and Savings Detail table records statically in a fixed order (not dynamic user sorting)
• Also restrict users from re-sorting by clicking column headers

Has anyone implemented a way to enforce a fixed sequence for detail table data in Creatio (or similar object structure)?

Any guidance or best practices would be appreciated.

Thanks in advance!

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2 comments

Hi, Ajay.

For first you need to setup sorting by some column at Freedom UI designer and turn off sorting at Appearance, save page. :

appearance

Then restore list settings by default:

restore default settings

Result:

Grygorii Synieok, Thank you for the reply.

But, I am currently working in a lower version where the List Header option is not available. Is there an alternative solution for this?

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We_have_a_custom_text_field_Display_Quote_Number_on_the_Quotation_object_that_should_show_QuoteNumber-Version_(e.g.
QN-00045-V2)._A_business_process_is_triggered_on_Quote_modified
reads_Quote_Number_and_Version
and_updates_the_field_via_Modify_Data_with_conditions_(Quote_Number_is_filled_in
Version_>_0)._The_process_executes_successfully
but_the_field_either_remains_blank_or_shows_partial/incorrect_values_(e.g.
-V0)
even_after_refresh._Formula_functions_like_AND
string
ISNULL_are_not_supported
and_delays_do_not_resolve_the_issue._Looking_for_a_supported
reliable_pattern_in_Freedom_UI_to_populate_and_display_a_concatenated_text_field_without_custom_code.
Studio_Creatio
8.0

We have a custom text field Display Quote Number on the Quotation object that should show QuoteNumber-Version (e.g., QN-00045-V2).
A business process is triggered on Quote modified, reads Quote Number and Version, and updates the field via Modify Data with conditions (Quote Number is filled in, Version > 0).
The process executes successfully, but the field either remains blank or shows partial/incorrect values (e.g., -V0), even after refresh.
Formula functions like AND, STRING, ISNULL are not supported, and delays do not resolve the issue.
Looking for a supported, reliable pattern in Freedom UI to populate and display a concatenated text field without custom code.

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Hello,

In Freedom UI there is no out-of-the-box "calculated/formula text field" on the page that would concatenate multiple columns into a single string. The built-in formula capabilities in business rules are intended for calculating dates and numeric values, not composing formatted text.

For this scenario, the supported approach is to store the composed value in a dedicated text column on the Quotation object (e.g., UsrQuoteDisplayNumber) and populate it either via a business process (as you attempted), or via custom logic (client/UI handler) if you need the value to be calculated and displayed immediately without waiting for a save/refresh.

Given your requirements, we recommend continuing with the business process that performs the concatenation and writes it to the Quotation record (Modify data). To address why the value didn’t appear on the form, please verify was the value actually saved to the record? (Confirm in the DB / in the record after reopening). If it was saved, it should appear after a page refresh / reopening the record. Is the page field bound to the same object column you update in the process? (i.e., the UI control must be mapped to UsrQuoteDisplayNumber from the page’s data source). 

If you need the value to appear immediately on an already-open page after the process updates the record, enable "Enable live data update" for the Quotation object so the UI can receive server-side updates without manual refresh.

Creatio Academy reference (object setting): https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/development-tools/creatio-ide/configuration-elements/object#title-2314-1

Best regards.

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List_Widget
Export_To_Excel
Studio_Creatio
8.0

I’m having trouble enabling the Export to Excel action for a List Widget.

The built-in Export to Excel action works for List Components, but I can’t find a way to configure it with the newer List Widget released in version 8.3.1.

 

Here’s what I’ve tried:

  • I added a button to trigger the default Export to Excel action.
  • In the button’s settings, under “Which data to export?”, the List Widgets on the page do not appear.
  • If I add a standard List Component to the page, it does show up in the export configuration as expected.

 

Is it possible to use the built-in Export to Excel action with a List Widget?


If not, is there a recommended workaround (e.g., custom code, BPM, or another approach) to export the list widget’s data to Excel?

 

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Best reply

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! 

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!

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pivot
Studio_Creatio
8.0

Hi Everyone,

I’m setting up a pivot in the Dashboards section, and I noticed that under the Date part functions we currently have options like PartYear, PartMonth, PartWeek, PartDay, etc., but there’s no option to get the quarter of a date.

My use case is quite common: I’d like to group or report records by the quarter of the Created on date (e.g. Q1–Q4), similar to how months or weeks can be derived.

Is there a recommended workaround for this today (for example using formulas or logic), or is there a plan to introduce something like a PartQuarter function in future releases?

Any tips, best practices, or ideas would be much appreciated. Thanks in advance!

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1 comments

Hello,

Unfortunately, it is not currently possible to add a quarter as one of the options in the Date part in the chart setup.

However, we have created a request for our R&D team to extend this functionality in future releases of the system.

Thank you for your question!

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Hello colleagues,

I'm looking for a way to customize the email composer interface. Currently, the "To" field uses a Dropdown list view (simple listbox), but I would like to change it to a Selection window instead.

Current behavior: The "To" field displays a basic dropdown list with limited search capabilities. However, when the customer has thousands of contacts, this listbox format is not user-friendly and makes it difficult to find the right recipient.

Desired behavior: I want the "To" field to open a Selection window modal, which would allow me to:

  • Search freely across multiple fields
  • Add custom columns to the search grid
  • Have better filtering and selection options

Is there a configuration setting to change the lookup view type for this field? Can this be modified through the Section Wizard, page settings, or would it require development changes?

Any guidance on how to switch from Dropdown list to Selection window for the email composer "To" field would be greatly appreciated!

Thank you in advance.

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1 comments

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!

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