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FreedomUI

refreshdetail

Studio_Creatio

8.0

Update all records in the detail and update fields after completing a business process

Gargeyi Gnanasekhar

14:46 Jun 14, 2023

Hello Community,

I have an editable detail with a field type as lookup, user can update the lookup.

when user selects lookup value from the dropdown and click on save all button for the editable detail, a business process(the business process is designed to run the process for each item) gets triggered to calculate other fields in the record.

when I do this for a single record I am able to see the changes with no issues,

But when I update multiple records, I could not see the latest updates for all the records except for the one record. But when I do a refresh page, I am able to see the updated values.

I have checked the option "Enable Live Data" for the detail object as well.

Any suggestions are really helpful

Thanks

Gargeyi

1 comments

Bogdan

19:17 Jun 14, 2023

Hello,

I believe your business task could be achieved by using ''Refresh active page' process element for Creatio.

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Studio_Creatio

8.0

Multi select and Update Record from Detail based on an Existing Section in Creatio

Mouna RACHIDI

17:31 Jun 13, 2023

Hello,

We have created two sections: "Deliveries" and "Vessel Requets", we have added Deliveries as detail (Based on existing object) in Vessel Requests section . We will need to add existing records with multiple selection option using "+" button without creating new record (Please refer to the screenshot below). When added the selected Delivery records must be updated with the current Vessel Request ID.

Please help and advice,

Best Regards.

1 comments

Kate Karpik

18:06 Jun 14, 2023

Hello!

To add multi-select records, you can refer to the post in the Creatio community:

https://community.creatio.com/questions/can-we-assign-multiple-objects-…

https://community.creatio.com/questions/lookup-different-quick-filter-o…

The post provides valuable insights and guidance on implementing the multi-lookup value.

Regarding updating fields in the section, utilizing a business process is a suitable approach. You can configure a business process that triggers when a record is added to the detail and modify the necessary column values in the section. The business process can be designed to perform the required actions based on your specific requirements.

For detailed instructions on setting up a business process in Creatio, I recommend visiting the Creatio Academy. They offer comprehensive documentation and resources covering various aspects of the platform, including business processes. The following links will provide you with more information on the necessary process elements:

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

These resources will guide you through the process setup and help you leverage the full potential of Creatio's business process automation capabilities.

Best regards,

Kate

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multiselect

Studio_Creatio

8.0

Multi select and Update Record from Detail based on an Existing Section in Creatio

Aya BENNAGHMOUCH

17:15 Jun 13, 2023

Hi,

We have created two sections : "Deliveries" and "Vessel Requests". We have added Deliveries as Detail in Vessel Request section. we will to add existing records from + button without creating new objects. when added, the selected delivery records should be updated with the current vessel request. Please refer to the screenshot below.

Please help and advice.

Thanks,

1 comments

Kate Karpik

18:09 Jun 14, 2023

Hello!

The topic was discussed in the post by the link below:

https://community.creatio.com/questions/multi-select-and-update-record-…

Best regards,

Kate

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Studio_Creatio

8.0

Transferring data through a package with objects

Artem

13:16 Jun 12, 2023

Transferring data through a package with objects. Where can I find out which object transfers which data?

For example, which object is used to transfer the "Organisatorische rollen" data?

1 comments

Artem

22:14 Jun 13, 2023

Good day,

Transferring an object does not move its data, but only the structure of the table itself.

To transfer data as part of a package from one environment to another, you need to create [data] bindings.

In the case of roles, currently, the method described above for quick transfer of rights will not work, and also since this functionality is closely related to the table of system users (SysAdminUnit).

It's not recommended to bind users, organizational structure, roles, licenses, and other administrative things to a package. It will be very hard to handle that if you decide to install that package after the moment when the client adjusts administrative things according to his or her needs directly on the production.

Consider setting up the administrative structure directly on the required website.

As a direct answer - the organizational roles are stored in the "SysAdminUnit" and "SysAdminUnitInRole" tables. Theoretically, it's possible to bind them to the package via SQL scripts. But it's strongly not recommended.

Thanks.

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detail

Freedom

Studio_Creatio

8.0

Create Detail in Freedom UI

Laura Jurado

20:45 Jun 07, 2023

Hello

Can someone help me to know, how I add a detail in a page that I am editing in the application Hub?

I been searching how to do it but I can't find it.

Thanks you.

2 comments

Anastasiia Zhuravel

15:41 Jun 09, 2023

Hello,

Please refer to this article for the detailed information.

Best regards,

Anastasiia

Prachi Bhelkar

00:48 Feb 05, 2025

This does not help. Please tell us how to add a detail in FUI and how to edit that detail by adding columns to it how it is done in classic UI.

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excel

reports

sectionreport

Studio_Creatio

8.0

Excel section reports is not working in the apps that I created

Laura Jurado

20:07 Jun 07, 2023

Hi.

I download the Excel report app from the Marketplace but when I try to create a Section Report for the sections that I created or for the sections of Contacts and Accounts it doesn't show the button that allows me to generate the report for the section. If I try with other sections like Activities I don't have this problem.

Can someone help me please?

Thanks you.

0 comments

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8.0

approvals

bpm

Studio_Creatio

Approvals don´t show in the panel

Laura Jurado

20:14 Jun 06, 2023

Hello.

When I do an approval using the BPM tool it doesn't show in the panel of notifications so i can't select any option or continue with the process. Can someone help me please?

Thanks you.

5 comments

Goparna Nasina

13:06 Jun 07, 2023

Hello.

Can you tell us in which object are you trying to get the approvals?

Karol Zimny

13:28 Jun 07, 2023

Hello Laura, Please contact our support directly, as then they will be able to gain external access to your website and provide needed support

Laura Jurado

20:14 Jun 07, 2023

Hello Goparna Nasina,

I try to get the approvals with objects that I created and also with Accounts and Contacts object

Laura Jurado

20:15 Jun 07, 2023

Hello Karol

Thank you, I will contact support

Goparna Nasina

10:07 Jun 08, 2023

Hello Laura Jurado,

Can you check if the "Enable approval in section" button in the particular sections is checked or not.

To receive approvals for a particular section you have to enable the approval button.

Thanks & regards

Goparna Nasina

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excel

sectionreport

section

marketplace

generatebuilder

apps

Studio_Creatio

8.0

Excel section reports is not working in the apps that I created

Laura Jurado

19:56 Jun 06, 2023

Hi!

I have install the Excel reports builder from the Marketplace (https://marketplace.creatio.com/app/excel-reports-builder-creatio) and I have the following problem, when I want to generate a new section report for one of the new sections that I created it doesn't show the button that allows me to download the report. I have this problem with the sections that I created using the Application Hub and with the Accounts and Contacts section because I try with other sections like Activity and it shows the button to generate the report.

Any help greatly appreciated here.

Thanks you.

1 comments

Irina Lazorenko

10:54 Jun 13, 2023

Hi Laura!

The app does not support report download in Freedom UI sections. I have sent your feedback to the responsible team.

As a workaround, you can set up reports that have "Custom report" report type. That way you can generate a report in the Excel reports section.

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Studio_Creatio

8.0

Sorting lists In Freedom UI

Harry

13:37 Jun 05, 2023

Does anyone know if it is possible to sort a list on load, by multiple columns? I spotted this array in the code, but adding another column to sort doesn't make a difference.

Thanks!

"sortingConfig": {
							"attributeName": "ItemsSorting",
							"default": [
								{
									"direction": "asc",
									"columnName": "UsrPax"
								},
 
								{
									"direction": "asc",
									"columnName": "UsrNights"
								}
							]
						}

5 comments

Oleg Drobina

18:11 Jun 05, 2023

Hello Hary,

Unfortunately it won't work and currently there is no way to sort list using two columns simultanously. I will register a suggestion for our core R&D team to implement this functionality out-of-the-box. Thank you for this suggestion and helping us in making the app better!

Harry

21:35 Jun 05, 2023

Thanks for the reply Oleg

Jacek Harlejczyk

13:03 Dec 18, 2024

Hello Oleg, would you know if this has been implemented in any of the Freedom UI releases?

Harvey Adcock

08:58 Mar 04, 2025

This would also be useful for a few clients who have asked for it from us.

Damien Collot

15:43 Jul 10, 2025

https://customerfx.com/article/sorting-a-dropdown-lookup-on-a-creatio-freedom-ui-page/

Provides some answers

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Studio_Creatio

8.0

Error in section wizard

Akinobu Miyamoto

10:41 Jun 05, 2023

My question is about the section wizard in the System setup.

After entering the Title and Code, I click the "SET UP PAGE" button, and the word "loading" appears.

And the "loading" message does not end.

When I checked the console with the browser function, the following error was displayed.

Property schemaType is not defined in class Terrasoft.manager.ClientUnitSchemaManagerItem

Can you help me find a solution to this problem?

3 comments

Best reply

Uriel Nusenbaum

00:25 Jun 06, 2023

Hi Team! How are you? Something similar happened to me today with a version 8.0.8 and the problem occurred when I enabled the JS debugger.

I solved it by "turning it off" with this statement:

Terrasoft.SysSettings.postPersonalSysSettingsValue("IsDebug", false)

I hope it helps.

Regards

Anastasiia Zhuravel

14:46 Jun 05, 2023

Hello,

The mentioned error may occur if the schema was deleted and the system was referring to un-existing object.

To resolve the issue we'd suggest to clear the dynamic content and proceed with full generation and compilation of a system.

To delete the dynamic content for the site please navigate to

the corresponding folder of your system:

\App\the_name_of_your_site\Terrasoft.WebApp\conf\content

first backup the data (in case there will be a need to restore it) and then delete everything in the folder.

If the issue occurs with the cloud-based site, please contact support team via support@creatio.com for further assistance.

Best regards,

Anastasiia

Uriel Nusenbaum

00:25 Jun 06, 2023

Akinobu Miyamoto

10:25 Jun 06, 2023

Uriel,

Resolved. Thank you very much.

I was performing the above operation in debug mode.

By deactivating debug mode, the "SET UP PAGE" button worked successfully.

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