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?
2) You can use document.getElementById("OpportunityPageV2MoodContainerContainer").style.pointerEvents = 'none'; and trigger it each time the page is loaded with the additional check of the system user role (OpportunityPageV2MoodContainerContainer should be replaced with your element code (can be received from the page inspector in the "Elements" tab of the console)).
3) This additional check on the system user role is the most difficult part: you need to retrieve a user session from the client using Terrasoft.sessionId, then form a ESQ to the SysUserSession table to find a record related to the value received from Terrasoft.sessionId (for a request as follows
select SysUserId from SysUserSession
where SessionId = 'ez5u2gsrczplpz4b13s31g0b'
). Then you need to run another ESQ to check if the SysUserId belongs has a record in the SysUserInRole table related to some role.
This is quite a difficult task that requires a separate project and cannot be solved in terms of a community post. Please reach your account manager in case you need additional help with the implementation of emoticons click restriction for some users.
You can add multiple emails by clicking the button next to the 'To' field in the [Send email] element. You can add emails from process parameters, lookups, system settings. Please check a screenshot below to see how the selected multiple emails look like in the process element.
If I have a string of multiple addresses, I don't know how many at the time I create the business process , so I can't add + to the TO when I create the business process, Is there a way to add + inside the business process when it runs (like loop over all addresses and add TOs)?
Hi I am trying to synchronise inbox from Gmail as well as Outlook and download emails into Creatio cloud instance. But I am not able to see the downloaded emails. Attached Screenshot for reference. Kindly let me know if I am missing anything.
Try to change the synchronization period to 1 or 3 days and see if that helps. You might have a lot of emails during the week so application fails to with timeout while reading all of them. If there's no positive result - please approach the support team to look into the issue closely.
button next to the 'To' field in the [Send email] element. You can add emails from process parameters, lookups, system settings. Please check a screenshot below to see how the selected multiple emails look like in the process element. 
