We are trying to set a dashboard to find out the user logged in to the system. We have set the below filter :
Question : When we try to login as a user then we need to see only that user usage and not the other user’s data also when the user manager logs in, then the manager needs to see his usage as well as the users associated to him in the org structure. How do we achieve this scenario?
Is there any way to change the color of the big blue confidence level widget on opportunities? It looks good when the instance is configured in standard Creatio blue but we have several clients using different section colors and when you make the section list something like red, it clashes.
Is there any way to change the color of the widget?
I need to add some code when opening a record in edit mode so I have overwritten the method "openRecord" in the section Schema. When I open the record from the List view, the method does execute but from the Dashboard view it is not.
Does a different method execute when opening the record from the Dashboard view? In that case I would like to know which method is executed in order to overwrite it.
If I understand your task correctly, you need to use the method onEntityInitialized. An example of this you can find in this article, there when the page is opened we fill in the value for some field.
The problem is that before opening the record, I need to execute a business process in which the record permissions are modified. I have tried to add it on the onEntityInitialized but as the record is already openned, the permissions cannot be modified.
If I understand your task, when you open a page you want to run a process that will modify the rights to this page, and if the user doesn't have that anymore, the page will not open. If init didn't work I recommend you to write a business process that will run periodically and will update access rights to records without needing to do it every time someone tries to open a page.
We would like to change the alignment of few of the heading/values in the list view from “centre” alignment to right alignment in the dashbaord.
As shown in the screenshot, we want the Quantity [heading] and values to be right aligned rather than centre aligned. Is it possible to change the alignment in the dashboard or any coding needs to be done
Please write to support@creatio.com, as this issue needs more analysis and will require external access to your instance (from Supervisor and test user).
I am looking for workaround in which I need to attach the Dashboard List (Excel Report) in attachments of any custom section and then further used in Business Process. So, please help me to figure out the steps to follow.
To solve your business task you need to use the business process element "Process file". Set the "Generated report" mode, choose a report template, and in the column "What to do with file?" specify the next: "Save to "Attachments and notes" of the object".
Thanks for responding. But in my case, I need to attach a list view of Dashboard, which I think is not feasible through "Process File" element. Can you please suggest some other solution or please correct me if I am wrong.
Unfortunately, there is no such functionality in our system to export dashboards.
We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.
