Create a custom Freedom UI page for a Creatio object

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This functionality is available for Creatio 8.0.3 and later.

You can set up a custom Freedom UI record page for any out-of-the-box or custom Creatio object in an editable app using no-code tools. This can be done in several ways:

Attention. Creatio supports one record page per object. We do not recommend setting up custom record pages for the same object in multiple apps as this can cause hierarchy issues.

Creatio stores the custom Freedom UI record page in the app where you created it. The page is bound to the object via the Addon type configuration element stored in the app where you bound the page to the object. The app, page, and configuration element must be present in the environment for the functionality to operate as intended.

Set up a custom Freedom UI record page in an app data model 

You can set up a custom record page in a data model of an editable app. For example, this is useful if you need to create a custom record page for an out-of-the-box Creatio object and the page is the only Freedom UI functionality required.

Set up a custom Freedom UI record page for an out-of-the-box Creatio object 

  1. Click btn_system_designer.png in the top right → Application Hub.
  2. Create an app based on a Custom template.
  3. Open the Data models tab.
  4. Click New data modelReplacing object.
  5. Go to the Inheritance block and select the relevant object in the Parent object field. For example, “Account.”
  6. Open the Pages tab.
  7. Select an existing Freedom UI page in the Default page field or click btn_add_data_model.png to the right of the field to create and set up a new page (Fig. 1).
    Fig. 1 Create a custom record page
    create_a_record_page.png
  8. Click Save.

As a result, Creatio will use the page to display individual records of the parent object everywhere in Creatio, including existing sections.

Set up a custom Freedom UI record page for an existing app data model 

  1. Click btn_system_designer.png in the top right → Application Hub.
  2. Open the relevant app.
  3. Open the Data models tab.
  4. Open the needed data model.
  5. Take steps 6-8 of the instructions in the previous section.

As a result, Creatio will use the page to display individual records of the data model everywhere in Creatio, including existing sections.

Set up a custom Freedom UI record page while setting up Freedom UI components 

You can also set up a custom Freedom UI record page while setting up the Button or List Freedom UI components. For example, this is useful if you need to bind the custom record page to additional Freedom UI functionality.

Use a [Button] component 

  1. Click btn_system_designer.png in the top right → Application Hub.
  2. Open the relevant app.
  3. Open the page to bind to the custom Freedom UI record page.
  4. Drag a Button component to the canvas. Alternatively, select an existing button and click btn_properties.png.
  5. Go to the Action block in the setup area and select Open new record or Open existing record in the Action field depending on your business goals.
  6. Select the data model whose record page to set up in the Which record to create? or Which object to open record of? field (Fig. 2). For example, “Account.” The field name is based on the selected action.
    Fig. 2 Select a data model
    select_an_object.png
  7. Click btn_page_setup.png to the right of the field that contains the selected data model. This opens a dialog.
  8. Select an existing Freedom UI page in the Default page field or click btn_add.png to the right of the field to create and set up a new page.
  9. Click Save.

As a result, Creatio will use the page to display individual records of the data model everywhere in Creatio, including existing sections.

Use a [List] component 

  1. Click btn_system_designer.png in the top right → Application Hub.
  2. Open the relevant app.
  3. Open the page to bind to the custom Freedom UI record page.
  4. Drag a List component to the canvas. Alternatively, select an existing list and click btn_properties.png.
  5. Select the data model whose record page to set up in the Object field of the setup area. For example, “Account.”
  6. Click btn_page_setup.png to the right of the Object
  7. field. This opens a dialog.
  8. Select an existing Freedom UI page in the Default page field of the dialog or click btn_add.png to the right of the field to create and set up a new page.
  9. Click Save.

As a result, Creatio will use the page to display individual records of the data model everywhere in Creatio, including existing sections.