I need support regarding the DCM configuration.

When I add a task, I want it to be visible and editable only by specific roles. However, when I assign a specific role, the role name appears under the task, but users from all roles can still view and edit it.

I also need your support with the following:

1. How can I make the “Result Details” field inside the task mandatory?
2. How can I configure the request list so that each user can view only the requests assigned to them or related to their role?

I need support regarding an issue with the attachment component.

I found the attachment component, but it appears to support only bulk attachments. My requirement is to have attachments uploaded separately for each document, so that each document has its own upload field. I also need the ability to configure some documents as mandatory and others as optional.

I need support while working on a report for a service I am currently implementing in Creatio. I am currently facing a few issues and would appreciate your guidance. If possible, I would appreciate detailed steps to help me resolve them.

1. Word plug-in Issue
   I previously downloaded and used the Word plug-in successfully. However, I suddenly received a message on my laptop indicating that the plug-in should be disabled because it might cause an issue. After disabling it, I tried uninstalling and reinstalling the plug-in several times, following the steps provided in the Academy, but it no longer appears in Microsoft Word.

2. PDF Conversion
   I would like the generated Word report to be downloaded as a PDF. I installed the package that supports PDF conversion, but after configuring it and checking the convert to PDF checkbox on the report settings, clicking Download Report does not trigger any action—it behaves as if the button was not clicked.

3. Displaying Checklist Values in the Report
   I have a tab that contains an activity checklist, and I would like only the selected (checked) items to appear in the generated report. Could you please advise on the correct approach to achieve this?

Hi,

I created a chart showing User sessions so that our leadership team could see how many users were logging into the platform on a monthly basis. It all looks great but nobody but me can see the data. (This chart was added to a configuration dashboard.) I have also added the role to Read access. The object is User Session but it is not listed in the Object Permissions. Can anyone guide me to the correct area to make this available to our leadership team? 

Thank you.

Hi everyone,

I'm are facing an issue on Creatio 8.3.4 (Cloud) where Freedom UI mobile page changes aren't reflecting for external/portal users.

After an update to the page, internal users can see the update on the mobile app page, but external users still see the original layout.
 

What we've tried so far:

1. Cleared Redis cache & restarted the instance.
2. Compiled the package
3. Performed full app logout, cleared local mobile cache, and re-synced on a fresh device.

Has anyone encountered this disconnect between internal and portal mobile layouts in Freedom UI? Any insights on what might be causing this or how to get the updated page schema to serve to portal users?

Thanks in advance!