Move a Classic UI section to Freedom UI

To move a Classic UI section to Freedom UI, set up a Freedom UI section for an object that already has a Classic UI section. In general, the setup procedure comprises the following steps:

1. Create an app based on the section object. Read more >>>
2. Customize the app pages. Read more >>>
3. Replace the Classic UI section with the Freedom UI section in workplaces. Read more >>>
4. Ensure the Creatio always opens Freedom UI form pages for the section object. Read more >>>

Step 1. Create an app based on the section object 

1. Click to open the System Designer → “Application Management” → Application Hub.
2. Click New application → Records & Business processes template → Select.
3. Select the app icon and color. For this example, select the icon and orange color (Fig. 1).
4. Enter the app name in the Application name field. For this example, enter “Requests.”
5. Click Advanced parameters → Link to an existing object. This brings up the object selection field.
6. Select the “Requests” object in the Object field.
7. Click “Create.”

Fig. 1 Create an app

As a result, Creatio will add the Requests app that contains the Requests section and add the section to the “My applications” workplace. The section will have the same icon, color, and name as the app, but you will be able to change them for the section. Learn more about managing the app in a separate article: Manage apps.

Since the app does not contain the needed functionality at this step, we recommend ensuring only the system administrators have permissions to access the “My applications” workplace. Learn more about setting up workplace permissions in a separate article: Set up workplaces.

Step 2. Customize the section pages 

The page customization you need to perform on this step depends on the Classic UI section and your business goals. You can follow these best practices when setting up the pages:

• You can recreate the functionality of the Classic UI section in the Freedom UI Designer or enhance the functionality using advanced Freedom UI capabilities.
• Developers can implement custom functionality using custom code.
• You can recreate or set up new page or element business rules.
• If the object has a dynamic case connected to it, Creatio adds it automatically when you add an Action Dashboard component. You can also create new cases when you edit pages.
• If the Classic UI section has custom lookups, add them to the needed Freedom UI pages manually in the Freedom UI Designer.
• If the app has customizations and you are going to transfer it to a different environment, bind the packages that contain customizations to the app. You can do this via lookups.
• You can localize Freedom UI elements as part of the page setup.

Learn more about customizing Freedom UI pages in separate articles: Freedom UI Designer, Implement a custom component, Implement a remote module, Set up business rules, Localize a Freedom UI element.

Step 3. Replace the Classic UI section with the Freedom UI section in workplaces 

1. Click to open the System Designer → “Set up view” → Workplace setup.
2. Select the needed workplace and click Open. For this example, select the “Service” workplace.
3. Add the Freedom UI Requests cesection. To do this:
   1. Click the button on the Sections detail. This opens a window.
   2. Select the “Requests” section → Select (Fig. 2).
      Fig. 2 Select a section

      

4. Remove the Classic UI Requests section. To do this:

   1. Select the section on the Sections detail.
   2. Click the button → Delete.
5. Repeat the steps 1–4 for other relevant workplaces.

As a result, users will be able to use the new section in Creatio. You can also leave the Classic UI section in workplaces for certain roles. For example, this is useful for A/B testing. Learn more about managing workplaces in a separate article: Set up workplaces.

The section will open the Freedom UI form page when users add, view, edit, or copy records. Proceed to step 4 to ensure the section opens Freedom UI form pages in other cases as well. You can skip step 4 if you already have Freedom UI turned on.

Step 4. Ensure the app opens Freedom UI form pages for the section object 

If an object has both Classic UI and Freedom UI form pages, Freedom UI sections always open Freedom UI form pages when users add, view, edit, or copy records. To ensure the section opens Freedom UI form pages in other cases, take any of the following steps:

• Turn on Freedom UI to open Freedom UI form pages for all objects that have both Classic UI and Freedom UI form pages.
• Set Creatio to open Freedom UI form pages for all objects that have both Classic UI and Freedom UI form pages using system settings.
• Set Creatio to open Freedom UI form pages for the object of your section using a lookup.

Learn more in a separate article: Manage the form pages in the Freedom UI and Classic UI.