Время создания
Filters
organizational roles
functional roles
RBAC
Studio_Creatio
8.0

We have this senerio -

We have setup our Organization structure as below - 
 - All employees

  • Complaints
    • Complaints Investigator
      • Complaint Manager (Manager role of Complaint investigator)
    • Customer Care
      • Team Manager  (Manager role of Customer Care)
      • Area Manager (It is manager of Team manager but can't do that in creatio so added as a child role of Customer Care)
  1. If I give some permission to Complaints org group, will that be inherited by Team Manager / Complaint Manager ? ~ I am under assumption that Managers role will inherit the permissions of their subordinates, but if I give certain permission to Complaints then does that pass to Area Manger ? 

Creatio 8.3.x 

Like 0

Like

1 comments

Hello.

In this configuration, the Complaint Manager will obtain all access rights and permissions from the roles Complaints Investigator and Complaints. 

Best regards,
Antonii.

Show all comments

Hi team,

I’m trying to display a popup message in Freedom UI using a localizable string.
The message is successfully retrieved from the resource file (I can see it in the console log), but the dialog box itself doesn’t appear on the UI.

Here’s the code snippet I’m using inside my handler:

const messageText = await request.$context.resources.strings.SyncStartedMsg_List["en-US"];
                                console.log("messageText",messageText);
                                await context.executeRequest({
                                    type: "crt.ShowDialogRequest",
                                    dialogConfig: {
                                        data: {
                                            message: messageText,
                                            actions: [
                                                {
                                                    key: "OK",
                                                    config: {
                                                        caption: "OK",
                                                        color: "primary"
                                                    }
                                                }
                                            ]
                                        }
                                    }
                                });

The message prints correctly in the browser console (so messageText is fine), but the popup/dialog does not show up.

Could anyone help on this pls

Like 0

Like

1 comments

The dialog request is being executed using:

await context.executeRequest({

That should be: 

await request.$context.executeRequest({

(Or are you setting a variable named context with request.$context elsewhere?)

Ryan

Show all comments

Hi,

I have a Microsoft Form with a survey, and I want to send the data into Creatio using Power Automate and a Creatio webhook.

I only have Sales and Service licenses — is this still possible?

When I followed the instructions in this Academy article, I wasn’t able to find Data import → Web forms and pages in the top right.
I assume this is because I don’t have a Marketing license.

I can access Web forms and pages directly from the Marketing workspace and was able to get a webhook URL, but it’s not linked to a specific object, so I’m not sure what it’s for.
The webhook I need is for a custom object that’s not even a section — it’s just a detail.

Thank you for your help,

Chani


 

Like 0

Like

1 comments

The webhook URL is generic, not for any specific object. You need to specify the object the payload is for as EntityName in the payload itself. 

See here: https://academy.creatio.com/docs/8.x/no-code-customization/base-integra…

First, add the object the webhook will be for to the "Webhook entities" lookup (it will reject it if the object isn't added to this lookup). Then, you form the payload like this, including the object name as "EntityName" in the payload with the other field values: 

{
	"EntityName": "UsrMyObjectName",
	"UsrSomeField": "Some value",
	"UsrOtherField": "Other value"
}

Ryan

Show all comments
Sales_Creatio
8.0

Hello,

I want to create a dashboard on our Creatio home page that shows me the accounts per owner.
The data is displayed correctly on the edit page.
However, when I save the edit page and reload Creatio, no data is displayed on the home page. 
When I open the edit page, the data is there.

The dashboard works with other databases.
Apparently, the problem lies with the accounts.

Perhaps you have an idea what the cause could be?

Thank you in advance.

Best regards,

Franziska

Like 0

Like

1 comments

Hello,

Thank you for your request. The problem may occur for the following reasons:
- the user does not have rights
- there are additional quick filters or filters added by the developer on the page

For a more detailed analysis, I recommend contacting support.

Show all comments
rowtoolbaritems
attachment_list
Studio_Creatio
8.0

Hello Community,

is there a way to hide the delete menu, or even better hide the kebab menu icon off an attachment gallery on record pages BUT only on certain (1) stage only. 
I am also looking into the option of throwing alert when the user is on stages on which they are not allowed to delete.
Guidance will be greatly appreciated!

 Delete button on attachment gallery on record page

Like 1

Like

1 comments

It's been a few versions since I tried this, but I believe the FileList, even in gallery mode, supports the rowToolbarItems like a normal List does. 

Modify the menu items: https://customerfx.com/article/adding-row-action-menu-items-to-a-creati…

Remove the row menu completely: https://customerfx.com/article/removing-the-row-toolbar-from-a-creatio-…

Ryan

Show all comments