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I need to turn on "Send emails from Creatio" in the email account settings without logging in under the user or involving him. Is there any way to do it remotely? (I don't know his password to log in, so I need to do it this way)
I’ve added my custom section “Services” for external users, and it is now visible in the portal workplace. However, the list currently displays all records, instead of filtering them based on the logged-in portal user.
In my Services entity, I have a lookup field called Site Contact that references the Contact object. I would like the portal to show only those service records where the Site Contact matches the currently logged-in portal user.
Could someone please guide me on how to implement this filtering on the portal section list?
The best way to implement filtering for specific records by a particular column would be to approach it from the level of record permissions rather than direct section filtration to prevent any security breaches.
The approach you may consider implementing, therefore, is as follows:
1. Go to System Designer > Object permissions. 2. Locate and select your custom "Services" object. 3. Enable the "Use record permissions" option. 4. Create a business process that would automate rights redistribution to Services records that already exist or are yet to be created based on the contents of the Site Contact column
Thanks for the feedback....I am facing trouble with my custom entity jobs. When I try to give rights below error pop up comes up: If I check the record checkbox in object setting in application hub , no records are shown in portal for logged in contact. What exactly am I missing here?
I Find The Problem When I Install Local Creatio 8.3.1 Studio (Softkey, MSSQL) and after completing the installation, the site fails to load with this error:
Could not load file or assembly 'Terrasoft.WebApp.Loader, Culture=neutral'
and i have to grant user for everyone
but the error still same, please everyone help me to fix it.
Could you please check whether the archive with the binaries was extracted correctly? In some cases, the issue may be caused by an incomplete or corrupted extraction. If possible, please try unpacking the archive using a different method and ensure that all files are present and intact.
It would also be helpful to verify whether the file Terrasoft.WebApp.Loader exists in the /bin folder. If this file is missing, the problem is very likely related to the binaries themselves, and we would recommend requesting a correct package from Support.
Regarding permissions, adding the Everyone group is not the best approach. Instead, please grant access to the folder — including all subfolders and files — specifically to the user account under which the application is running.
Additionally, there is a chance that the site was not deployed according to one of the required steps. We kindly recommend reviewing the deployment instructions on the Academy to ensure that the procedure was fully followed: https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-d…
I need to implement a scheduled process that retrieves Account and Financial Account data from an external system where the data is stored on an FTP server, and migrate this data into Creatio on a daily basis. Additionally, I need to check if there is any workaround available to achieve this requirement.
