To see the event response for the needed user you can check the "Response" column from the "Events" detail on the Contact page. The mentioned detail is connected directly with the "Events" section (additionally this connection also interacts with marketing active contacts logic).
In case you want to add the specific contact to the Event please use the standard way to add events records: go to the "Events" section, open an event, go to the audience of this event and add event participant there (you can also read more about event page here). After that, the event will appear in this detail as needed.
In the article below you can find more information about the Events responses:
I created a report with FastReport, everything is good and functional, and my data is correctly printed.
My report is accessible at the opportunity edition level, it is called "Opportunity Quote", the output therefore generates a file named "OpportunityQuote.pdf".
I would like to customize the name of the generated file with for example the name of the customer and the date of issue, or ideally with a custom field that contains a unique opportunity number.
As for now there is no option to change the file name dynamically or assign some particular name at least Opportunity Quote. We have this task registered in our backlog so this option will be available in future application versions.
Can you provide an example of using the Process File element with a Process Parameter as the source of the file? Is the parameter value a file name? If so, from what system?
I would like to be able to create a new Knowledgebase article in a process. It appears that I can save the file to a "File and Link of Knowledgebase", but I don't see a way to get the file into the system.
It is not possible to generate file out of nothing. The file can be only based on something, let's say on some existing file. This can be used for copying files from one record to another. If you want to generate the article based on some other record, you may try to create a printable report with macros and after that generate the report in the knowledge base article record, it its attachments.
Here is the example of this logic. I generate printable report based on my contact on the files detail in the knowledgebase article:
I don't expect to create a file out of nothing. I am trying to get similar behavior to uploading a file for a new article in the Knowledge Base Section. A printable does not work, it needs to support any file type.
Unfortunately, the pre-configured pages and the dialog boxes (modal windows) are not presented in the default configuration of the mobile application yet.
Detailed information about the mobile application interface (as well as information on how the edit data option works there) can be found in the Get started with the mobile app UI Academy article.
These users create several activities and put attachments in the same activities, but the problem is, the portal users cannot access these attachments and the rest of the users can.
Can you help me understand why the portal users are unable to see attachments?
Hi Team, Wanted to check if there was a solution provided to the above query. As we are too facing the same issue as we are not able to view the attachments tab along with attachment detail and notes for the portal user [portal license]? where as for the normal user we have the attachment tab in the case section
Thanks Kirill, have added the notes and "attachments and notes in case section" to the "List of objects available for portal users" but not sure what is portal users' role to the activity file object? can you please explain how to/where to add role to activity file object?
We've this situation where we need to get a specific attachment from a specific object. In order to do that we've created a new process that is using the "Process File" process element to get the Attachment, as you can see bellow:
The problem is, the "Process File" element only shows the default objects files. How can I receive the attachments from my custom objects through this element?
Note: Both custom object and process are on the same package.
I have a detail using activities (activities of a custom type). Those activities are created just by a DCM and I don't want users add/delete or copy new ones manually. So in the detail schema I have this code in methods section:
// Disable add button
getAddRecordButtonVisible: function(){returnfalse;},
// Deshabilita operaciones nuevo registro
addRecordOperationsMenuItems: function(){returnfalse;},
This works to other details, but to this detail having ACTIVITIES doesn't work, why?
Please specify how was this detail created, which schemas were specified as a parent schema for the detail edit page and the detail schema itself. Also where is this detail located and which buttons do you want to hide.
It's not recommended to bind the access rights to the package. All system administration settings like object permissions, operation permissions, roles, users, distributed licenses must be set up in the production environment directly.
However, you may find this Creatio community post useful if you would like to try to transfer access rights using an SQL script in the package:
Hi Roman. Can you share why it is not 'recommended'?
We have heard different versions from different sources in Creatio. The take away for us has been that - It is 'feasible' to data bind access rights in a package but not 'recommended'.
At the moment, the mechanism for import/export of access rights, the structure of organizational/functional roles cannot be performed using the basic tools, as far as it complex for the architectural implementation. Our R&D team is currently working on its implementation and it will be available in future releases.
About the question of why it is 'notrecommended':
from a development point of view, this business task is complicated, since unique record IDs are created for each system, so that's why we do not recommend transferring access rights by development. And in case you decided to bind this data and transfer to another environment we suggest checking all changes on the copies before delivering it to the prod sites.
Hi Gokul. You can access system settings inside source code using the Terrasoft.Core.Configuration.SysSettings.GetValue method. Pls find below a code snippet -
var settingName ="UsrMyCustomSetting";
var appConnection = HttpContext.Current.Application["AppConnection"] as AppConnection;
var settingVal = Terrasoft.Core.Configuration.SysSettings.GetValue<string>(appConnection.SystemUserConnection, settingName);
Alternatively, you can also use the UserConnection as against SystemUserConnection used above.
This question has been answered in this Community question already -
