Filters

Dear community,

 

I want to know how can I add a filter in the field "To" when we are on the Contact's page.

Let's me explain :

I want to have for example only the email address of the Contact who have got the Type : "Supplier".

 

In my idea I want to have only the email address of the Contact who are defined as a "Supplier"

And not all email addresses

 

Is somebody know if it's possible?

 

Thanks a lot.

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Question

Hi Team

 

Is it possible to have feed functionality in partner portal

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Hello Ankit,

 

The feed functionality is not covered by portal licenses and also the feed is interconnected with other objects that are also not covered with the portal licenses so as a result license restriction won't allow adding the feed to the portal.

 

Also it is done so because of the security - feed can be also used by internal employees and portal users shouldn't see comments of your company employees so adding feed to the portal is restricted.

 

But still we have a suggestion registered to our R&D team so they could review the logic of the feed functionality and develop possible ways of adding the feed to the portal. I will inform them about this community post so to prioritize the problem for them.

 

Best regards,

Oscar 

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Hello Community!

The Creatio documentation suggests that basic authentication is only available for the OData API and not for a custom configuration web service. Anonymous/Forms authentication are the only 2 ways to authenticate for configuration web services. Would like to reconfirm this.

A typical system integration use case is the following - 
1. Creatio pings an external product/system asking it to do some asynchronous processing. 

2. External product/system pings a Creatio custom configuration call back to inform it regarding the status.

 

Typically, external products only permit registering a callback URL and do not provide for customization to do forms authentication with Creatio. How does one over come this? One way is to make the call back permit anonymous authentication but this is a bad security practice. Is there a way to enable basic authentication for custom configuration services on Creatio?

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Hello all,

 

I am trying to create business process where the user is able to select an email template, decide whether or not they want to include the attachments from the object in the email (i.e. if they are sending from a document record, include the attachments from the document record), and then have the chance to customize the email before sending.

 

I have figured out a couple ways to include the attachments with the email but I can't figure out how to allow the user to select the template. Is there a way I can pass an email template into the "Send email" Process element? 

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Hello Team,

Going through the documentation (link below) i stuck on step to set Object on tab Parameters. Mentioned ind documentation object "Recommended product" is custom detail but there is no specification how this object should look like (specification of required fields). Could You please share me this information or post link to documentation ?

https://academy.creatio.com/documents/administration/7-16/recommendatio…

 

Regards,

Marcin Kott

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