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.
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.
from what i could tell, "Details" are a component in Classic UI, and i couldnt find anything similar for Freedom UI myself. As per my understanding, you can still achieve this task in a simple way.
Lets say for example you have a object "Owner", and a object "Car", where one car has a owner but one owner can own multiple cars.
Now you want to be able to quickly see which cars a Owner has on his corresponding section page.
In this case, you could solve this task by adding a Lookup field "Owner Lookup" to your Car data model. Make it a required field to ensure that nobody can add Cars that are owner-less.
Then you edit your Owner page and add a new list (i would highly suggest a expanded list) to your page.
Select Object -> "Car" Apply filter by page data -> Data Source: "Owner", where Owner | ID = Car | Owner Lookup
Now you can see all cars connected to a owner in his/her corresponding section page, and should cars for example change ownership, this would be correctly displayed through the filtering you applied earlier.
from what i could tell, "Details" are a component in Classic UI, and i couldnt find anything similar for Freedom UI myself. As per my understanding, you can still achieve this task in a simple way.
Lets say for example you have a object "Owner", and a object "Car", where one car has a owner but one owner can own multiple cars.
Now you want to be able to quickly see which cars a Owner has on his corresponding section page.
In this case, you could solve this task by adding a Lookup field "Owner Lookup" to your Car data model. Make it a required field to ensure that nobody can add Cars that are owner-less.
Then you edit your Owner page and add a new list (i would highly suggest a expanded list) to your page.
Select Object -> "Car" Apply filter by page data -> Data Source: "Owner", where Owner | ID = Car | Owner Lookup
Now you can see all cars connected to a owner in his/her corresponding section page, and should cars for example change ownership, this would be correctly displayed through the filtering you applied earlier.
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.
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?
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.
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.
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!
In Freedom UI sections (ie Customer 360 Accounts and Contacts sections) I can't find the way to apply an advanced filter.
I see it's possible to create folders and set their filters but I don't find the same "Switch to advanced mode" action available in classic UI Creatio sections.
How can a user apply an advanced filter without the need of folders?
At the moment there is not such functionality in the Freedom UI, but we already registered this idea for our R&D team and it may appear in future releases.
It is now over 2 years since this request. The ability to create a quick advanced filter is essential. I regularly want to use a default saved filter, but then adjust it live, but I cannot do this without adjusting saved filters. I have found my team are constantly doing this and affecting the default filter function.
Can you please re-add the more advanced filter capabilities to all list displays
