I want to hide the "+" button shown below, during column setup. The expectation is that the user should only select the current object's columns. This functionality is similar to Customer Portal users as it is not visible to them.
Is there a way to hide this for normal users also? Any suggestions will be appreciated.
It is defined in the schema StructureExplorerViewConfig. As you can see, the parameter "visible" is bonded to the attribute ExpandVisible.
This attribute is located in the schema StructureExplorerMainViewModel and you can override this schema and set any value you want to it based on the needed condition.
I have a button on a detail that I want to use to filter the records in the said detail upon clicking it. The Apply filter option doesn't seem to be there. Quick filters seem to be working for a section but not on a detail.
First part of your question, applying the filter on the detail upon clicking the button is the issue for me. As for the second part, I've tried implementing the quick filter on the detail but to no avail. It's not throwing an error but nor am I getting the required output.
Could you please specify from where exactly would you like to call this function and the purpose of it? Is it from a different application by calling a specific URL/endpoint?
Can you please tell me in which object (table) data about user rights for a specific record is stored?
For example, in sales there is a record "Laptop" for this record the rights are configured, you need the name of this table where the names of users for whom these rights are distributed are stored.
We have a creatio instance with around 100 users, who in order to authenticate use the Creatio authentication. This users are set in specific organizational and functional roles, with access rights applied to them.
We will do a sync with Active Directory through LDAP for the same 100 users, so that the users use LDAP authentication to log in to Creatio and not Creatio authentication?
1-Will these cause any duplicates with the existing Contacts ?
2- Should we deactivate the licenses of the existing users before doing the sync with AD ?
During synchronization with LDAP is checked table SysAdminUnit (table section Users), so when you synchronize the new user will be created.
You can re-bind the contact with an SQL query and then delete the new contact.
The connection to the table of contacts in SysAdminUnit is made by the ContactId column.
Also, by checking the SysAdminUnit table, if the system already has a user bound to a contact, we cannot create another user bound to an occupied contact.
If users were previously synchronized over LDAP and they have an LDAP element, the system should not generate new contacts/users.
There are 2 objects, in both access rights on records are configured. In the 1st object there is a field "lookup of the 2nd object", it is necessary that - if a record from the 2nd object is selected in the record of the 1st object, then users from the second object are added to the record of the 1st object?
THank you for your answer, but I think we didn't get each other.
For instance , we have object 1- opportunity, and object 2 - product, the product has relationship with opportunuty - 1:N, so there is a lookup field in opportunity for product.
The question is:
Can I configure user rights as when User 1 has access righs to particular product, it will has acess rights to opportunity also.
So if I have Opp_1 and related with him product_1 in that opportunity. If User 1 has access rights to product 1, I need him to have acess rights to its opporunity.
Is there a way to freeze a record - lock all fields and connected details - based on a condition? For example, if an Order status is set to Completed, all the fields and details connected to order record should be locked. In order to make any change to the record, the status has to be changed from Completed to In Progress and then the record is unlocked.
If you wish to change access rights on a particular stage of the Order, you can simply add a "Change access rights" to its stage:
With it, you can state which roles/users should have their rights set to "read-only".
Alternatively, you could create a trigger process that is triggered once the stage of your Order section is changed and then do the same rights delegation as mentioned above with the "Change access rights" element in your business process (I created an example that is based on the stages of the leads section):
However, the most reliable way to do this is to use a process and change the access rights of the record(s) - otherwise, they could still be changed in other places, such as the mobile client.
There are webservices that are called from client side when some fields are changed. Even with the permission restriction, these change events will still be triggered when the value is changed although it can not be saved by clicking the save button.
Looks like Ryan's solution is more compatible with the customizations we have in place now. That would help us lock the field giving no provision for the user to change the field value.
While working in a package, it happens that when I modify object permissions, the modifications are saved to package "Custom" even though I set current package value as my package.
Can you please walk me through to remedy to this issue?
According to the application logic, the changes in the access rights always generate the replacing object in the Custom package, regardless the one you have in the Current package.
We are aware of that and working hard to fix that in our future releases.
That refers to the email not being valid, possibly permanent error for an email address no longer existing. For contacts that have had a permanent failure delivering to the address, you'll see it in the UI like this:
To make an email address valid again, you can click on the label and select "Valid" from the list:
I want to set up access right to a folder on the project section but it is not showing me this option. When I click the setting Icon I only have Set up filter, Rename, Move Copy, Delete.
When I try in other sections like order and account I do have the Set up access right.
Permissions on entries in the ProjectFolder object are enabled, but permissions settings are not. I guess I didn’t formulate the question very correctly, the permission settings for dynamic groups (folders) are not displayed