How to make a user access business processes without the ability to change anything?

 

The user should be able to view the settings of the process elements and flows, but not edit.

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Hello community,

 

Does Creatio offer a way to track the download of a document from the Attachment and Notes section.

i.e Every time the user clicks on the download attachment button the system saves an audit of this action eg the person who downloaded it, time etc.

 

Best regards

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It can be done with development. I'll outline the parts you'd need to create/change (but it's all untested so you'll need to fill in any gaps).

First, you'd need to create a custom configuration service, we'll say it is call UsrCustomFileService that has a function GetFile that takes two params string entitySchemaUId, string fileId. All the function needs to do is something like this: 

[OperationContract]
[WebGet(UriTemplate = "GetFile/{entitySchemaUId}/{fileId}")]
public Stream GetFile(string entitySchemaUId, string fileId) {
    // log the user and file for entitySchemaUId and fileId here
    // now return the file calling the out of the box file service, something like this: 
    var fileService = new FileService();
    return fileService.GetFile(entitySchemaUId, fileId);
}

Then, you'll need to replace the FileDetailV2 schema and override the getColumnLinkConfig function. You could copy the existing function. Basically, what you'd need to change is to take the result of Terrasoft.FileDownloader.getFileLink(this.entitySchema.uId, id) and replace in that string "FileService" with the name of your custom configuration service "UsrCustomFileService". 

Now, when a link is clicked, the link will call your custom configuration service, which can log the download, then return the file stream so the file downloads.

Ryan

Hello,



We have developed file download logging for Contact section. Single package ready for install, but not so ready as Marketplace solution yet. 



Send PM or email to vs@aviterra.lv if you are interested in



Kind regards,

Vladimir

Vladimir Sokolov,

 



Would love to see it as a marketplace solution - definitely has some useful application here :)

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Hello community,

 

I wanted to add a few days to the calendar as non-working day (holiday). These holidays should appear in the calendar in gray. For example, if the user opens the list of activities in the calendar the days off will be displayed in gray. Does Creatio offer a way I can configure a specific day as a day off.

 

 

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Hi community,

 

I have a time column typed named Duration. In the execution of a business process I want to change the value of this attribute with the difference of two datetime parameters: enddate - startdate. Is there any way to perform this action or should I change the type of this column to type number.

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I need to invoke Creatio Rest API from a Business Process to take advantage of out-of-the-box functions available via Creatio API.

For example I need to create a copy of a given Project. I saw that the "copy" button of the user interface invoke this endopint: /0/rest/ProjectUtilitiesService/CopyProjectWithStructure

The payload is like {"projectId": "54df197d-7708-4c6d-8dea-778465bec49d"}.

The response is like {"errorInfo":null,"success":true,"nextPrcElReady":false,"queryId":null,"responseStatus":null,"rowsAffected":-1,"CreatedProjectId":"0198cd7d-75b4-4924-8b06-49e2acbcb8cf"}

I need to do the same thing of the "copy button" inside a business process so I configured a web service (standard Web Service section) setting the endpoint and Basic Authentication (Supervisor username with its password set in custom system settings).

When I try the web service I get an "Unauthorized" response:

How should the web service be set to be used "from Creatio to Creatio"?

Is there a better way to reach the same goal from Business Processes?

 

Thanks

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Have you tried just calling the classes directly as classes? There's no need to call as a service since it's just a C# class that you can call directly. Or bypass the ProjectUtilitiesService, which is just a service wrapper around ProjectCopyManager and try calling that instead.

Something like (not tested):

var copyManager = new ProjectCopyManager(UserConnection);
copyManager.CopyProjectWithStructure(projectId);

Ryan

Have you tried just calling the classes directly as classes? There's no need to call as a service since it's just a C# class that you can call directly. Or bypass the ProjectUtilitiesService, which is just a service wrapper around ProjectCopyManager and try calling that instead.

Something like (not tested):

var copyManager = new ProjectCopyManager(UserConnection);
copyManager.CopyProjectWithStructure(projectId);

Ryan

Ryan Farley,

Thanks Ryan, it works; here's my code inside a script task:

var copyManager = new Terrasoft.Configuration.ProjectCopyManager(UserConnection);
Guid newProjectId = copyManager.CopyProjectWithStructure(projectId);

 

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How would it be possible to save 'Connected to' schema as image or pdf? We need to save versions of Account relationship for history

 

Thank you!

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Just an idea, if you can get html2canvas to work as a module in Creatio, it can save part of the rendered HTML as an image. See https://html2canvas.hertzen.com

It's easy enough to use, something like

html2canvas(#divOfConnectedToElement).then((canvas) => {
    const base64image = canvas.toDataURL("image/png");
    window.location.href = base64image;
    // you could pass the bytes to a configuration service to save 
    // as attachment or use FileApiService
});

However, you'd likely need to wrap the html2canvas up in a module to use.

Ryan

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Hello community

 

Is there an option to copy a DCM process?

 

I need to build a process, very similar to one I already developed.

If I could somehow duplicate my process, a lot of work will be saved.

 

Thanks

 

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Hi,

How can I break the connection between "Contacts" and "Accounts"?

I added the contact and account field in the "Case" section as shown below.

 

What I want is, if possible, to break the connection between these two objects. It is possible?

 

Thank you!

 

Kind regards,

Andreia

 

Thank you!

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Hello Andreia,

 

This might be connected through a business rule of your page. (in this example the case section wizard)

 

You can disable it there. 

 

 

Kind regards,

Yosef

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Which email service provider (UniOne, etc) should I use ? can I use the same email service provider both for the PROD and DEV cloud sites ?

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Hi All,

I need to put validation to restrict the lookup column "Name" to a certain number of characters(not 50,250,500). Can anyone suggest how can i achieve that?

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Hello rajat,

 

You can add an event on the object itself through the configuration:

https://prnt.sc/LIjTKY0mxzdz

 

Get the value of the Name field and make sure that it isn't longer than x characters.

 

 

Kind regards,

Yosef

Hello rajat,

 

You can add an event on the object itself through the configuration:

https://prnt.sc/LIjTKY0mxzdz

 

Get the value of the Name field and make sure that it isn't longer than x characters.

 

 

Kind regards,

Yosef

Hi yosef,

I am not able to add anything in that business process. Can you guide me how  to achieve the above objective

 

rajat patidar,

 

Make sure the object exists in your package (custom package is the default one) and then use an event subprocess.

Here's an example on how to work with server side code:

https://academy.creatio.com/docs/developer/interface_elements/record_page/field/add_auto_numbering_to_the_field#title-1349-12

 

You can then follow this logic:

https://academy.creatio.com/docs/developer/interface_elements/record_page/field/add_the_field_validation

 

 

Kind regards,

Yosef

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