Manage the form pages in the Freedom UI and Classic UI shell

Creatio objects can have both a Freedom UI and Classic UI form page. For example, the “Contact” object has a Freedom UI form page in the Customer 360 app as well as a Classic form page in the Contacts Classic UI section.

If the object has both form pages, Freedom UI sections always open Freedom UI form pages when you add, view, edit, or copy a record. In other cases, system administrator can specify which page to open. This makes a transition to composable architecture easy and comfortable for users.

To manage the form pages to display, enable Freedom UI shell using the “Use Freedom UI interface” (UseNewShell code) system setting.

In general, the mechanism that determines the form page to display in the Freedom UI and Classic UI shell works as follows (Fig. 1):

Fig. 1 Mechanism that determines the form page to display in the Freedom UI and Classic UI shell

You can specify the form page to open sitewide or add exceptions for specific objects.

Specify the form page to open sitewide 

To specify the form page to open sitewide, use the following system settings:

• “Default form page in the Freedom UI shell” (EditPagesUITypeForFreedomHost code) for the Freedom UI shell
• “Default form page in the Classic UI shell” (EditPagesUITypeForEXTHost code) for the Classic UI shell

To apply the changes, log out of and log back in to Creatio.

Add exceptions for specific Creatio objects 

Use exceptions if you set up a form page in another shell or want to use a different shell for a specific page for A/B testing.

For example, you want to open Contacts section in Classic UI shell. To do this:

1. Click to open the System Designer.
2. Click “Lookups” in the “System setup” block.
3. Open the Object-specific form page interface in the Freedom and Classic UI shell lookup.This opens a lookup content page.
4. Click New.

5. Populate the required fields (Fig. 2):

   • Set Object code to "Contact."
   • Set Freedom UI shell to "Classic UI pages."
   Fig. 2 Contacts page settings in the Freedom UI and Classic UI shell

   
6. Click to save changes.

If an object has both Freedom UI and classic sections, only one is displayed in the All apps workspace. Manage the section to display in the “Default form page in the Freedom UI shell” (EditPagesUITypeForFreedomHost code) system setting and Object-specific form page interface in the Freedom and Classic UI shell lookup.

Setup examples 

Setup: install the Customer 360 app if you use Studio Creatio. Otherwise, Customer 360 app is installed by default.

Results:

• Creatio will open Freedom UI sections if they exists.
• Creatio will open Freedom UI pages if they exist and no exceptions are specified.

Setup:

1. Add a record to the Object-specific form page interface in the Freedom and Classic UI shell lookup.
2. Set Object code to "Contact."
3. Set Freedom UI shell to "Classic UI pages."
4. Add Contacts Classic UI section to a workplace. To do this, follow instructions in a separate article: Set up workplaces.

Results:

• “Contact” object will use the Classic UI section.
• Other objects will use Freedom UI sections.

Setup:

1. Add a record to the Object-specific form page interface in the Freedom and Classic UI shell lookup.
2. Set Object code to "Contact."
3. Set Freedom UI shell to "Freedom UI pages."
4. Add Contacts Freedom UI section to a workplace. To do this, follow instructions in a separate article: Set up workplaces.

Results:

• Creatio will use the Classic UI shell.
• “Contact” object will use the Freedom UI section and Freedom UI form pages.
• Other objects will also use Freedom UI form pages if they exist and no exceptions are specified.

Setup: set Default value property of the “Default form page in the Classic UI shell” (EditPagesUITypeForEXTHost code) system setting to "Freedom UI pages."

Results:

• Creatio will use the Classic UI shell.
• “Contact” object will use the Classic UI section and Freedom UI form pages.
• Other objects will also use Freedom UI form pages if they exist and no exceptions are specified.