I have a possible business case with the request of restricting access to Account Records with the Type of Vendor. The idea being that members of the Sales Role do not see these records at all in the Accounts Section. Does anyone have thoughts on this or have done something like this before?
This article has a similar example process that changes access rights based own the owner field. You'd do something similar where you'd trigger the process off a change in the type field and then set access rights of the record accordingly. https://academy.creatio.com/docs/user/bpm_tools/bpm_process_examples/ho…
Basically, you'll use the Change Access Rights process element to set the access rights for the record based on the account type. For accounts with type=Vendor, you could either (1) remove all current access rights then grant access rights for some specific role or (2) restrict access rights for the sales role specifically based on the type value.
We want to disable the ability to use the "New" City/State option in the City/State lookup fields of an address. What is the best way to accomplish this?
This button is displayed if the Lookup has an edit page. If we are talking about a selection card from a lookup, the "getSelectionControlsConfig" method in the "LookupPageViewGenerator" schema is responsible for loading the list of edit pages.
There is no instruction, but the "BaseLookupPageV2" schema is responsible for this page \ window, the "Add" button name is: "SeparateModeAddRecordButton", the "ActionsButton" - it's action button. You can replace and customize the visibility of these buttons as you need.
P.S. If you have an option to hide it without using code, I'm suggesting you to do it, just by changing "Lookup view" from "Selection window" to "List" and there will be no option to add "New" City/State. (Example attached below)
The best way to accomplish the restrictions to add new records to a lookup without development would be to update the Object Permissions.
Navigate to the [Object Permissions], find there the required lookup, and disable the "Create" option for "All employees" (or for a different group if you are using them):
And save. Make sure to "Update the record permissions" in the Action drop-down menu.
Thank you for the suggestion! Due to some complex security setup in the system, we are considering using code disable/hide the "NEW" option on the lookup. Is there a way to do this?
This button is displayed if the Lookup has an edit page. If we are talking about a selection card from a lookup, the "getSelectionControlsConfig" method in the "LookupPageViewGenerator" schema is responsible for loading the list of edit pages.
There is no instruction, but the "BaseLookupPageV2" schema is responsible for this page \ window, the "Add" button name is: "SeparateModeAddRecordButton", the "ActionsButton" - it's action button. You can replace and customize the visibility of these buttons as you need.
P.S. If you have an option to hide it without using code, I'm suggesting you to do it, just by changing "Lookup view" from "Selection window" to "List" and there will be no option to add "New" City/State. (Example attached below)
I need to create API for "Forecasts" to be consumed by third party application. May I know what are the tables involve? I want to get the data of "Forecast by Sales Employee".
It is necessary to know what entity this tab is based on. If it is Account - the table is going to be AccountForecast, if Contact - ContactForecast, if Opportunity - OpportunityForecast and so on.
I have access permissions (create, read, update and delete ) set up in section- Accounts dynamically through business process based on a field in section. Now I want to set the same access levels to all details connected to Account section. Can someone guide me on the same?
Currently, the access permissions for the detail should be set separately from the access permissions for the section.
In order to do so you need to find the corresponding detail in the Object permissions list and set the same operation/record permissions as you did for the section.
Please refer to the links below for more information regarding access rights for details:
Thank you. I am setting permission for section dynamically using business process based on a field. so from my understanding, to apply same restrictions to each and every detail connected to the section, should I write a separate business process for each detail object?
By default the detail has same permissions as the Object it's based on, that is why sometimes there is a need to configure access permissions for the detail in a specific Section separately (from access rights for a section).
You can create a few simple business processes or combine them in one more complex process based on your needs.
In order to enable Anonymous service for .Net Core edition of Creatio all you need to do is to add information about this service to "AnonymousRoutes" block of ..\Terrasoft.WebHost\appsettings.json file.
The documentation clearly says that there is way to create a configuration service with Anonymous authentication. Hope you went through the Academy link I pasted in the question.
My question was -
The documentation only lists out the steps for the WCF based configuration services (Used by .Net Framework on Windows). How does one go about creating an anonymous service on a Linux installation of Creatio using .Net Core?
In order to enable Anonymous service for .Net Core edition of Creatio all you need to do is to add information about this service to "AnonymousRoutes" block of ..\Terrasoft.WebHost\appsettings.json file.
There is no way to import data to forecasts. This feature will be available in the nearest future versions.
As the workaround, if you have some data, for example opportunities, you can try to import them and perform required calculations in forecasts based on it.
Is there any setting to set Partner Portal registration template? I found only SSP Portal registrations. Is it possible to set different template messages for SSP and Partner?
How can I build a password recovery link? (to add to template message and let partner set his password)
It is possible to customize any text in the email template for notification about portal user registration. To edit the invitation email template: open 'System designer' —> Lookups —> Email templates —> [ Open content ] —> “Template - Portal user registration”. Edit this template to customize the email text and layout, add localized versions.
To set up a password recovery link, you need to customize the password recovery email template in 'System designer' menu —> [ Lookups ] —> [ Email templates ] —> “Link for password recovery”. Please find a detailed instruction regarding this question here: https://academy.creatio.com/docs/user/more_apps/portal/getting_started_…
Trying to look for the "Indexing for full-text Search" option for a custom section in 7.17.2.1728_SalesTeam_Softkey_PostgreSQL_ENU and 7.17.3.1377_SalesTeam_Softkey_PostgreSQL_ENU packages deployed on-site. Though I find "Indexing for full-text Search" option in 7.17.3.1377 cloud instance, I am not able to find the same options in the site locally hosted in my laptop. Is there a way by which we can enable it?
Hope this helps!
