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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. 

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I can't find the section wizard where it used to be. Anyone know how to access it?

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Starting with 8.3.1, the classic section wizard and detail wizard is now hidden from the System Designer page. To show it again, you need to enable the ShowOldSectionWizardLinks feature (search "wizard" on the 8.3.1 change log for details: https://academy.creatio.com/docs/8.x/resources/releases/changelog/8-3-1…)

Ryan

Starting with 8.3.1, the classic section wizard and detail wizard is now hidden from the System Designer page. To show it again, you need to enable the ShowOldSectionWizardLinks feature (search "wizard" on the 8.3.1 change log for details: https://academy.creatio.com/docs/8.x/resources/releases/changelog/8-3-1…)

Ryan

Ryan Farley,

Thank you!

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8.3.1
mobile
IOS
push notification
Mobile_Creatio
8.0

Is there any way to remove/hide notifications in the mobile Creatio app, either manually as a user or after some time/event from the system? This guide explains sending the push notifications, but then those notifications seem to sit in the app forever, with no way for the user to remove them manually and I can't see any info on removing them programmatically in the article.

https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/bp…

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Custom_service_for_portal_user_giving_403_error
Sales_Creatio
8.0

Hi everyone,

 

I created a custom entity named "Services" and made it available on the Customer Portal. On the external portal page, I added a “Get Signature” button. When portal users click this button, modal opens pop up with a signature pad and Save / Cancel buttons.

When the user clicks Save, I want to store the entered signature into a field on the Services record.

To achieve this, I wrote the following custom configuration service using add source code option. This service was Saved and published correctly in Creatio system.
Issue:

When I test this service using Postman while logged in as the Supervisor using below URL, everything works correctly — the field is updated.
{{BaseURI}}/0/rest/SaveSignatureService/SaveSignature

However, when I call the same service as a portal user, I get this IIS error:

HTTP Error 403.0 – Access to non-SSP API is denied for portal users

Even if I try updating a field on the Case object instead of my custom entity, I get the exact same 403 error. Also, all operation permissions on the Services object are granted to the external user roles.

What I Need Help With

  • Why exactly are portal users receiving “Access to non-SSP API is denied”?

Any guidance or best practices on building Creatio services accessible to external/SSP users would be greatly appreciated.

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You need to add these attributes to your service class: 

[DefaultServiceRoute]
[SspServiceRoute]

Note, those are added to the SaveSignatureService class, not the service method SaveSignature. 

With those added, the path to call the service is slightly different for external/portal users. Full Creatio (internal) users will use: 

0/rest/UsrMyService/SomeMethod

External users will use: 

0/ssp/rest/UsrMyService/SomeMethod

You can use the following code, if needed, to get the correct path/url based on the user type, it will return the correct path for both user types: 

var workspaceBaseUrl = Terrasoft.utils.uri.getConfigurationWebServiceBaseUrl();
 
var servicePath = workspaceBaseUrl + "/rest/UsrMyService/SomeMethod";
 
//servicePath will now contain the correct URL for either user type

Ryan

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reports
permissions
Sales_Creatio
8.0

Very often CRM customers would like to set permissions on MS-Word Reports, to allow each users role to generate "only their reports".

The Report setup interface doesn't allow to set the roles allowed to select the report, and the SysModuleReport entity doesn't have the Record Permissions enabled.

How is it possible to setup permissions in MS-Word Report in Creatio?

Thanks

Regards 

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