Is there a way to display the "add next steps" button/functionality for each record in the list view, so that you can add a task to that record with the pre-filled values without opening that record?
is there any possibility to prefill some of the data when I would like to add a new "next step task" for the account or for the opportunity? I mean, I would like to add a new task, and I don't want to search for the exact opportunity name, if I do it from the opportunity page.
Unfortunately, it is not yet possible to add the option of adding Emails, Calls, and Messages records via clicking on Next Step. Alternatively, you can try to perform such an action through customization in the Freedom UI designer. Add menu items to the + Next Step button and customize the opening of pages for different types of activities.
However, we have forwarded your idea to the responsible R&D team to add this functionality in future releases. Thank you for helping us to improve our product.
Is it possible within Freedom UI to trigger a refresh of the Timeline/Feed/Next Steps components using JS? We seem to have an issue where the "Enable live data update" option does not seem to be working in Creatio CRM 8.1 for our Activities on certain pages, and while we've raised a support request for this, we were trying to find a workaround by manually updating the components from code for a specific use case, but we can't see what the data source is called for these types of components. Does anybody know what it would be? I presume refreshing the PDS would refresh them, but this seems heavy handed and might end up with data being lost on the main form page while the data actually being refreshed is just a child entity, so I would expect it to have its own data source.
In Freedom UI Pages, the structure of the page is different and along with this a new way to refresh anything on the page. In this article you can find the way to achieve your goal:
How can we find what the data source is for a component like a Timeline or Next Steps component though? The article suggests looking at the modelConfig elements in the page code, but none of these seem to relate to the timeline or timeline tiles. I expect there is some data source being created behind the scenes but finding out what it's called is the main problem for applying the theory of being able to reload anything on the page as is suggested.