Is it possible to specify the default values that will be populated in fields on new records created via the "Quick add menu" in Creatio, similar to how you can do when adding a record from a button on a page:

 

I have seen that if you have multiple pages set up for an entity that the Quick add menu will create a sub-menu for each of the types which will mean that if you click on the specific sub-menu then that field will be defaulted to the value it should be, but we require that other fields are also defaulted to specific values depending on the type selected. Therefore blanket values being set as the default value on the entity won't satisfy the requirement, and the business rules are very limited around setting default values.

 

I can't see anything of much use in the "Quick add records menu" lookup used to configure the quick add menu.

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Hello!

It is impossible to configure default values for page types in the Quick Add menu. 

Default values are configured only for object fields. If a specific field type is used, the same default value will always be used for any typed page.

Thanks for reaching out!

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Hi Comunity,

We have a lookup (Contact) in a custom Section. When the modal page of the Contact opens we would like another default field and not the 'Full Name' to be the default one

Example:

How it is :

How we would like it to be:

How can this be achieved ?

Sasori

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Best reply

Hello!

 

Unfortunately, it's impossible to make such a change with basic tools, only by development. 



We've registered it in our R&D team backlog for consideration and implementation in future application releases.

 

Examples of the implementation of your task are available here https://community.terrasoft.ua/questions/sdelat-mobilnyy-telefon-standa….



Best regards,

Mariia

Hi Community,

Any update ?

Hello!

 

Unfortunately, it's impossible to make such a change with basic tools, only by development. 



We've registered it in our R&D team backlog for consideration and implementation in future application releases.

 

Examples of the implementation of your task are available here https://community.terrasoft.ua/questions/sdelat-mobilnyy-telefon-standa….



Best regards,

Mariia

Thank you very much Mariia!

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Hello Community,

We want a default quick filter to be applied always to a detail (AccountContactsDetailV2) in the Account section. This filter should be permanent like this:

This academy article is only appliable for Sections and not details

https://academy.creatio.com/documents/technic-sdk/7-13/adding-quick-fil…

All the best

Sasori

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I am not sure how to add the default values (so the user can remove them) since it is a per-user thing, but if you always needed the filter values set for the detail (and not allow the user to remove them) you could filter the detail using ESQ filters as shown here: https://customerfx.com/article/filtering-a-detail-list-in-creatio-forme…

Ryan

Will quick filter component in Freedom UI 8.0.8 allow this maybe ?



(Beta in 8.0.7: Quick filters. It is now possible to apply custom filters to one or more Freedom UI lists on a page using the [ Quick filter ] component. )

Ryan Farley,

Hi Ryan. The idea is to apply the quick filter for the detail (like for sections)

Through this coding applied in AccountContactDetailV2_:

onRender: function() {
				this.callParent(arguments);
				this.set("IsDetailFilterVisible", true);
				this.set("IsFilterAdded", true);
				this.set("IsShortFilterFieldsVisible", true);
 
			},
			getFilterDefaultColumnName: function() {
				return "Left";
			},

I have managed to bring the detail in this state (printscreen) every time the pages renders:

Do you know if it is possible to put also a default value, when the detail renders ?

Thanks,

Sasori

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Hello Community, 

 

How can we set the default value for a Datetime field to the tomorrow's date?

 

Thanks

Gargeyi.G

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I don't believe you can set a default for tomorrow's date in the object property defaults (unless you add it in the entity code). 

It's done pretty easily on the page if you want to add the code there, it would look like this (for a Freedom UI page):

handlers: /**SCHEMA_HANDLERS*/[
	{
		request: "crt.HandleViewModelInitRequest",
		handler: async (request, next) => {
			const result = await next?.handle(request);
 
			const cardState = await request.$context.CardState;
			if (cardState == "add" || cardState == "copy") {
				request.$context.TheDateFieldAttribute = Terrasoft.utils.date.addDays(new Date(), 1);
			}
 
			return result;
		}
	}
]/**SCHEMA_HANDLERS*/,

Ryan

Ryan Farley,

Thank you, it worked 

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