On my fresh on-site deployed creatio application on the application server I am trying to install Refresh button for creatio app from marketplace but installation failed.
The error is not related to the plugin. It happens because the system cannot be compiled during the installation since the IIS user doesn't have the access to some file from the application folder. Please make sure to grant full right for the application folder to the IIS user or for 'everyone' so that the system could be compiled.
In addition to what Olga said about removing the widget on the intro and login pages, you can change the "Creatio" on the browser tab by changing the "Product name" system setting.
You can change the icon as well if you'd like using the "Favicon" system setting.
To hide the version, you'd likely need to add some global CSS (See https://customerfx.com/article/adding-custom-css-style-sheets-in-bpmonl… - add to BootstrapModulesV2 to hide .configuration-version-label { display:none; } ) - however that will only change it in the application, out of luck to hide it on the login screen.
As far as changing the name in the URL, if you're being hosted by creatio.com, you're probably out of luck with that as well, not sure if adding a CNAME on some other domain would work, but I don't think so. Otherwise, you'd have to self-host.
To remove the Creatio advertisement on the Login page and on the Intro page you need to uncheck the "Show widget on login page" and the "Show widget on intro page" system settings and clear your browser's cache and cookies.
In addition to what Olga said about removing the widget on the intro and login pages, you can change the "Creatio" on the browser tab by changing the "Product name" system setting.
You can change the icon as well if you'd like using the "Favicon" system setting.
To hide the version, you'd likely need to add some global CSS (See https://customerfx.com/article/adding-custom-css-style-sheets-in-bpmonl… - add to BootstrapModulesV2 to hide .configuration-version-label { display:none; } ) - however that will only change it in the application, out of luck to hide it on the login screen.
As far as changing the name in the URL, if you're being hosted by creatio.com, you're probably out of luck with that as well, not sure if adding a CNAME on some other domain would work, but I don't think so. Otherwise, you'd have to self-host.
Just after login, how can I remove all the advertisements which you can see in the below screenshot like a marketplace, tutorials, app store, getting started, google play, and Facebook, twitter links?
In order to implement the required functionality please do the following:
1. Create a replacing client module for the “BaseIntroPageSchema” schema. Please find the information about how to do it in the article by the link below:
Is there any ready-made solution to handle snapshots of sales transaction (like Opportunities and related product data) which should be "freezed" (eg. on demand or recurrently) in case to analyze/compare them in the future ?
Because of GDPR regulation i'm looking solution to deny user export sensitive data.
I know that there is a Operation permission for export "CanExportGrid", but is only applied on section level (not specific columns level).
Second thought is Object permissions which has column level permission but i can't separated permission to readable on page than deny export such column.
Is there any easiest way to achieve this by configuration rather than eg. customisation of DataUtilities module ?
Unfortunately, there are no other ways to limit data export. We already had multiple similar requests from other customers and our R&D team has in plans to implement more flexible data export administration.
Therefore it will be available in future application versions.
As for now your business task can only be implemented with the help of development.
Unfortunately, there are no other ways to limit data export. We already had multiple similar requests from other customers and our R&D team has in plans to implement more flexible data export administration.
Therefore it will be available in future application versions.
As for now your business task can only be implemented with the help of development.
We have a client with a legacy application which is used by 500 odd users. Creatio is to replace this legacy app and the client would like all 500 users to be migrated into Creatio - including their passwords - thereby not forcing users to reset/set new passwords on Creatio. The migration will happen via SQL scripts which will directly write to Creatio's DB.
1. How can I directly modify/add a user's PW via SQL???
2. Can I programatically modify a user's PW? I notice that the default change PW feature calls the AdministrationService/ValidatePassword and AdministrationService/UpdateOrCreateUser?? If I replicate this via C#, I should be able to change the password programmatically. Request you to confirm.
P.S I am aware that the passwords of System users are stored in the SysAdminUnit table but they are hashed.
Best option would be to import the users using the Excel import. You can include a password in the Excel file, but you just can't name the column "Password" or it won't let you continue as the screen locks up if the Excel file contains a column named password (we usually just name the column PW). See more here: https://customerfx.com/article/importing-users-into-creatio-formerly-bp…
Of course, once they are imported, you can update the users/contacts and add/remove roles as needed via SQL or OData, etc.
As for now, there is no option to change or view passwords via code. You can import users with passwords via Excel import tool. If you add password column it will be imported as it is specified in the file.
Best option would be to import the users using the Excel import. You can include a password in the Excel file, but you just can't name the column "Password" or it won't let you continue as the screen locks up if the Excel file contains a column named password (we usually just name the column PW). See more here: https://customerfx.com/article/importing-users-into-creatio-formerly-bp…
Of course, once they are imported, you can update the users/contacts and add/remove roles as needed via SQL or OData, etc.
Hi Angela. We understand that the Excel import is one way to go about this. Nevertheless, we want to understand how the password is hashed and stored in the DB.
Can you shed some light on what hashing/salting/encryption is used to convert the raw password to the hashed form? There will be some cases where a manual excel import is not feasible and passwords will have to be migrated Database to Database via SQL. This info will help us there.
We have a use case where our client has operations in only select countries but might expand to other countries in the future. I want to re-use the out-of-the-box "countries" lookup but permit de-activating some records.
Currently, I cannot enable 'record deactivation' for this object as it belongs to the 'Base' package.
How can we re-use the default countries look up and yet permit de-activation?
I was able to do the above. Would appreciate if any of you can confirm that this is the recommended way -
1. Create a replacing object with the 'Country (Base)' as parent object in a custom package and permit 'Record deactivation' for this replacing object.
This automatically enables de-activation in the out-of-the-box "Countries" look up
I was able to do the above. Would appreciate if any of you can confirm that this is the recommended way -
1. Create a replacing object with the 'Country (Base)' as parent object in a custom package and permit 'Record deactivation' for this replacing object.
This automatically enables de-activation in the out-of-the-box "Countries" look up
It is now possible to deactivate the records so that they will not appear in the lookup drop down list, for example, on the address record.
It is necessary to go to the countries object settings, tick "Allow records deactivation" checkbox and publish it.
Once the changes are saved, just go to the countries lookup and add the new column to the countries list through the columns setup called Inactive. It is clickable boolean column that deactivates the required countries. The countries with Inactive = true value will not be visible anymore.
as the "inactive" column needs to be added manually, what is the correct name that is being used in "Allow record deactivation" feature? I see above it's mentioned as 'Inactive' while in the article https://academy.creatio.com/docs/developer/interface_elements/interface… it's called 'RecordInactive'. Could you please clarify?
As far as I can tell, this feature isn't really usable at all, seems like it's pretty vestigial. I would like to be wrong and I'm just missing something, but there's basically zero documentation on it, you can't add this field easily to a form in Freedom UI, it doesn't add an option to the list menu actions to deactivate a record, it doesn't filter it out of most places (I think just lookups? So not reporting, not Section Lists, not OData, record permissions can't be driven off this column directly etc). Logical deletion can be such an important feature for a CRM, it's frustrating this isn't really possible in Creatio.
is there a way of adding a new record (add data) as a copy of an existent record (read data), and specifying only the values of the columns that should be modified ?
In general there is no such option in the system unless you use all those dozens of columns in Add data element. Other than that, yes, it can be implemented using script tasks in process or develop such functionality separately .
You can read all the columns of the existing record with the process. Next, use Add data element to pull all the read values into a new record with specifying the required values in particular columns manually in the element settings.
Thanks for your reply. The problem is that besides Id I need to change only three columns... The object has tenths of columns, and I have to select all of them and specify the value for each one. It would be nice if I could specify only the columns that will receive new values, and keep the others with the values read with "read data" (copy the whole record, changing only some columns) . Is it possible ? Or do I have to use a script task ?
In general there is no such option in the system unless you use all those dozens of columns in Add data element. Other than that, yes, it can be implemented using script tasks in process or develop such functionality separately .
The documentation shows how to create a multiline field in the List view in mobile app, is it possible to do similar in a detail in mobile? Is there documentation for Terrasoft.sdk.RecordPage like there is for GridPage?
Unfortunately, there is no documentation for Terrasoft.sdk.RecordPage. However, it is possible to create a multiline text field in a mobile application in the same way as it was shown in Terrasoft.sdk.GridPage documentation.
Please find an example of how to add the multiline “Name” field to an edit-page below:
Additional update. It shows about 45 characters on one line followed by ... If I click again on that text it shows the full multiline text. Is that expected behavior?
Please see a multiline text field on Account edit page, it is the “Name” field. This field is configured in the “MobileAccountModuleConfig” module from the “Mobile” package.
attached are 3 screenshots. first is the list view with Job Experience detail at the bottom. Next is after clicking Job Experience detail. Note that it only shows one line of text. Third is after I click on the single line text, it shows full multi-line text
I am trying to create a process that can add a selection of contacts to a participants detail by picking select all and then clicking on the action in the actions drop down. I've gotten the process to start but it only grabs 30 records at once.
I know that this is due to Creatio only loading so many records at once as a way to not stress the system too much. However, I need a way to collect more than 30 records. I'm trying to figure out a way to get Creatio to load the records once I've triggered the process.
It's fine if there's a delay while Creatio loads the records, I can always put up a message about how it may take some time. I just need to get the records.
