7.18 | Community Creatio

Lead is editable by the owner's manager provided in organisational structure even through if we restrict it via process

Amritha Mayan Gorky

11:10 Jan 03, 2022

Dear Team,

We have written a process to provide the access to a lead based on the owner selected. Attached, screenshot of the process [Access Provided to the Employee.jpg].

But the manager of the employee defined in the organizational structure and the manager above the employee in the structure are also able to edit the lead whereas they need to have only read only option as defined in the process.

Organizational Structure via screenshot

TopMost Manager.jpg

Manager’s Manager.jpg

Employee Manager.jpg

Employee.jpg

In the process, have mentioned only read and edit option to Employee and other roles [tied hardcoding to read only] but still they are able to edit the lead.

Are there any changes to be done in object permission?

Thanks in advance!

File attachments

EmployeeManager.png

Access Rights.png

TopMost Manager.png

Manager's Manager.png

Employee.png

Access Provided to the Employee.png

2 comments

Amritha Mayan Gorky

13:38 Jan 03, 2022

Adding to the above question, noticed that access assigned record level to any records is not working as expected. Even if all the users are given only read access, still the users are able to edit the record in 7.18.5.1500 version

16:59 Jan 03, 2022

Amritha Mayan Gorky,

Hello,

In our system Managers of a group inherit all the access rights of other users in this group. It's expected oob behavior and this logic cannot be overwritten with a business process, meaning that even if you remove the access rights with a help of business process, they will be granted on a system level.

As of now, such behavior cannot be changed with a help of basic system tools and require development.

Also, we already have a corresponding query for our R&D team to implement the described functionality in the upcoming versions.

I will assign this case to the project in order to increase its priority.

Thank you for helping us to make our application better!

Best regards,

Anastasiia

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Question

Creatio_emulator

GoogleChromePortable

GoogleChromePortable version 79 for Creatio emulator

Fulgen Ninofranco

10:02 Jan 03, 2022

Hi Community,

The latest Creatio emulator is still not compatible to latest version of google chrome. Could you please share to me any download link of GoogleChromePortable version 79. I could not find any relevant link over the web. I found one, but it is giving error during installation (The installer was unable to download Google Chrome (Stable)).

1 comments

FileSystemDevelopmentMode

15:45 Jan 03, 2022

Hi Fulgen,

Please find the requested files below:

http://ftp.creatio.com/support/downloads/!Mobile/GoogleChromePortable79…

Best regards,

Anastasiia

Show all comments

Question

Studio_Creatio

Issue facing while enabling File System Mode

Sourav Kumar Samal

07:43 Dec 30, 2021

Hi All,

I am facing an issue with the file system development mode. I was trying to enable file system development mode on my local setup for a package that I developed on a cloud setup. When I installed the package on my local setup and compiled, there was no error. But after enabling the "File System mode", then downloading the package to the file system, when I tried to compile I received many errors w.r.to the js files in the package. But everything is working as expected on the UI. Screenshot attached for reference.

Local setup Version- 7.18.4

Cloud version-7.18.3

5 comments

11:05 Dec 30, 2021

Hi,

Please provide the code inside the file that returns an error.

Sourav Kumar Samal

11:52 Dec 30, 2021

Hi Oscar Dylan,

The error is showing for all the available schemas in the package, but inside the schema there is no error. I have attached one sample schema where error is showing.

11:58 Dec 30, 2021

Sourav Kumar Samal,

it's strange that these errors are returned for .js files upon compilation that should affect only C# schemas. Try generating the source code for all items and then compiling once again.

Sourav Kumar Samal

12:06 Dec 30, 2021

Hi Oscar Dylan,

Yes I have tried that also but the error is still showing. The error is showing only after enabling the file system mode and downloading the package to the file system. But before that there was no error showing.

12:37 Dec 30, 2021

Sourav Kumar Samal,

Got it. Please email us at support@creatio.com, provide us with the package that was installed and with a description on how we can reproduce this issue using the clean OOB version of the app. We will try to reproduce the issue on our end.

Show all comments

Question

Studio_Creatio

Pop Up Box using Web Socket Issue

Nisarg Soni

12:51 Dec 29, 2021

Hi

I have a custom button which when clicked brings up an pop up box on screen. I have used the web socket mechanism which gets triggered when the button is clicked.

The issue is sometimes the pop box does not get generated after clicking the button, however after refreshing the browser page (hard reload/empty cache), the pop box starts generating again on the button click.

I want to know how to make sure the input box gets generated every time the button is clicked without having to refresh the page.

Thanks

3 comments

13:35 Dec 29, 2021

Hi,

You need to debug the logic of the popup formation upon the button click when the issue reproduces and find out what exactly is not triggered that prevents the popup formation.

Best regards,

Oscar

Nisarg Soni

14:56 Dec 29, 2021

Hi Oscar Dylan,

Currently on the button click, a business process will send a message and upon receiving of the message, the popup box is getting generated on screen.

But sometimes on the button click, the process is executed successfully but the popup is not generated.

The business process is containing a script task element which is sending a message from server to client.

Thanks

E K PHANNI

08:29 Jul 05, 2023

then how to add pop-up dialog box when clicking the button

Show all comments

Question

Sales_Creatio

how to add Feed in multiple tabs in same section

Akshit

11:07 Dec 29, 2021

Hi Team,

Requirement is to add Feed in different tabs in same section Please see the below snip:

1. How can I configure this ?

2. Also How to make sure that communication happening on one feed should not be visible to other feed.i,e Communications in feed of "Discussion- GC & Insurer" & Communications in feed of "Discussion- GC & ReInsurer" & Communications in feed of "Discussion- GC, Insurer & ReInsurer" should be a separate communication.

3. I have tried applying business rules on Feed tab but its not working, Is there a way to apply business rules on Feed tab ?

Please help

Thank you for your time.

1 comments

19:00 Dec 30, 2021

Hello Akshit,

The described functionality cannot be achieved with a help of basic system tools. Moreover, business rules functionality cannot be applied to "Feed" tab (content). Your business task can be achieved only with a help of development.

As of now, we do not have any ready to use examples of how this functionality can be achieved with a help of code as in order to apply the needed changes oob schemas should be completely re-written, which can significantly affect the system.

We already have a corresponding query registered for our R&D team to be able to add Feed in different tabs on the single edit page and waiting for it's implementation in the upcoming versions. I will assign this case to the project in order to increase its priority.

Thank you for understanding and helping us to make our application better!

Best regards,

Anastasiia

Show all comments

Question

Sales_Creatio

Integration with Twilio Sendgrid email API

Akshit

03:56 Dec 29, 2021

Hi Team,

Can anyone please share an example (If there is any) of how to integrate with Twilio Sendgrid email api ?

Though I have already gone through this https://www.twilio.com/sendgrid/email-api

and figured out that I need to write C# code in source code schema to use sendgrid email api but for this I have to install sendgrid package in creatio environment, but the problem is in my case Creatio environment is On-Clod setup.

Here I have two questions below :

1. Is my above understanding correct related to "Using sendgrid email api" ?

2. How to make sure( In case of on-cloud setup) that required package(Sendgrid) should be there in creatio enviroment so that I can use it?

Thank you for your time.

3 comments

12:18 Dec 29, 2021

Hi Akshit,

This question should be addressed to the SendGrid support and once you receive a reply and some package should be installed in Creatio for the integration to work you can use the "Installed applications" section to install this package.

Best regards,

Oscar

Akshit

09:13 Jan 03, 2022

Oscar Dylan,

Thanks for your response,

How can we install nuget packages in creatio environment(on-cloud setup) ?

Thank for your time!

09:22 Jan 03, 2022

Akshit,

Hi,

Packages can be installed through the "Installed applications" section as was mentioned by Oscar or in case it's cloud instance, you can create a corresponding request to the support team to install the packages during the maintenance window.

Best regards,

Anastasiia

Show all comments

Question

Studio_Creatio

async Метод в БП

Віталій

20:04 Dec 28, 2021

Можно ли использовать async методы в БП?

2 comments

Artem

14:57 Dec 29, 2021

Здравствуйте Виталий,

Можете описать ваш вопрос более детально?

Спасибо,

Артём.

Studio_Creatio_enterprise_edition

17:41 Dec 29, 2021

Лучше сам процесс выполнить асинхронно с помощью признака "Выполнять в фоновом режиме" у стартового сигнала в бизнес процессе. Кроме того, прошу вас вопросы на русском языке адресовать на ru комьюнити - https://community.terrasoft.ru/

Show all comments

Question

OAuth 2.0 Token is Not Getting Generated

Pratik Sanghani

08:31 Dec 28, 2021

Hi Community,

I have to use Odata of Creatio environment from Postman using OAuth 2.0 authentication. For that, I have followed a Tech hour session of Creatio Trainers.

Tech Hour - Integrate like a boss with Creatio, part 2 (Odata)

But, while generating token at 38:10, I am not getting token in a response instead of that I am getting some HTML code like below.

Please suggest and help how to get token and if I am missing something. :)

Thanks in Advance.

4 comments

src="https://050800-studio.creatio.com//core/db7fe0930e6258f01fb73405039cc9a…">

11:20 Dec 28, 2021

Hi Patrik,

Can you please provide a complete HTML-code from the response? There should be some description of the response at the bottom.

Best regards,

Oscar

Pratik Sanghani

12:11 Dec 28, 2021

Hi Oscar,

Below is the complete HTML-code.

<!DOCTYPE html

PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">

<head>

<title>

Creatio

</title>

<style>

.font-preload {

position: absolute;

opacity: 0;

}

.font-preload-open-sans {

font-family: "Bpmonline Open Sans";

}

.font-preload-open-sans-light {

font-family: "Bpmonline Open Sans Light";

}

.font-preload-open-sans-bold {

font-family: "Bpmonline Open Sans Bold";

}

</style>

Terrasoft = window.Terrasoft || {};

Terrasoft.appFramework = "NETFRAMEWORK";

Terrasoft.coreVersion = "7.18.5.1500";

Terrasoft.useClientPerformanceLogger = false;

Terrasoft.configuration = Terrasoft.configuration || {};

Terrasoft.configuration.Structures = Terrasoft.configuration.Structures || {};

Terrasoft.useParallelSchemaBuilding = true;

Terrasoft.showSessionEndNotification = false;

Terrasoft.useWebSocketKeepAlive = true;

Terrasoft.useStaticFileContent = true;

Terrasoft.usePackageFileContent = true;

Terrasoft.useGenerateModulePathes = true;

Terrasoft.useNewRightsManagement = true;

Terrasoft.useOffsetFetchPaging = false;

Terrasoft.useMarkerValue = true;

Terrasoft.enablePerformanceManager = false;

Terrasoft.useSecureSettingsOnClient = false;

Terrasoft.useSchemaUniqueNameRandomGenerator = true;

Terrasoft.disableAspxErrorPage = true;

Terrasoft.useAsyncStaticContentGeneration = true;

var FileAPI = {

staticPath: "https://050800-studio.creatio.com//Resources/ui/FileAPI/",

flashUrl: "https://050800-studio.creatio.com//Resources/ui/FileAPI/FileAPI.flash.s…",

flashImageUrl: "https://050800-studio.creatio.com//Resources/ui/FileAPI/FileAPI.flash.i…" };

Terrasoft.storesConfig = [];

Terrasoft.storesConfig.push({levelName: 'ClientPageSession', type: 'Terrasoft.MemoryStore', isCache: true});

Terrasoft.storesConfig.push({levelName: 'Domain', type: 'Terrasoft.LocalStore', isCache: true});

if(Terrasoft.StoreManager){

Terrasoft.StoreManager.registerStores(Terrasoft.storesConfig);

}

Terrasoft.loaderBaseUrl = "https://050800-studio.creatio.com/";

Terrasoft.workspaceBaseUrl = "https://050800-studio.creatio.com/";

Terrasoft.coreModulesPath = 'core/hash/';Terrasoft.app = Terrasoft.app || {};

Terrasoft.app.config = Terrasoft.app.config || {};

Terrasoft.app.config.staticFileContent = Terrasoft.app.config.staticFileContent || {};

Terrasoft.app.config.staticFileContent.imagesRuntimePath = 'conf/content/img';

Terrasoft.app.config.staticFileContent.schemasRuntimePath = 'conf/content';

Terrasoft.app.config.staticFileContent.resourcesRuntimePath = 'conf/content/resources';

Terrasoft.showSelfRegistrationLink = true;

</script>

window.workspaceCount = 0;

window.supportInfo = [];

window.supportInfoCaption = 'Technical support';

window.importantLinks = [];

window.importantLinksCaption = 'Important links';

window.productVersion = '7.18.5.1500';

window.loginTimeout = '30000';

var Terrasoft = Terrasoft || {};

window.isNtlmLoginVisible = false;

window.isOpenIdLoginVisible = false;

window.loginPageWidgetInfo = {visible: true, src: 'https://www.bpmonline.com/page/creatio/widget'}

window.unsupportedBrowserInfo = { visible: true }

window.loginImageUrl = '/terrasoft.axd?s=nui-binary-syssetting&r=LogoImage&source_hash=98b1b8112110361c36b8ab70d88db296';

window.productVersion = '7.18.5.1500';

</script>

src="https://050800-studio.creatio.com//core-sl/851526dc5db90435038b708f7ad9…"></script>

Terrasoft.loginUrl = 'https://050800-studio.creatio.com/ServiceModel/AuthService.svc/Login';

Terrasoft.ntlmLoginUrl = 'https://050800-studio.creatio.com/Login/NuiLogin.aspx?ntlmlogin';

Terrasoft.changePasswordUrl = 'https://050800-studio.creatio.com/ServiceModel/AuthService.svc/DoChange…';

Terrasoft.simpleLoginTag = "simplelogin";

Terrasoft.loginModulePath = 'https://050800-studio.creatio.com//core/cab68cf981c5c57700bb51729bd6695…';

</script>

</script>

src="https://050800-studio.creatio.com//core/a2de79ad7a40d8fc81723c5ec4924f6…">

</script>

Terrasoft.configurationContentHash = "e5c44fb36af042b9bd061eabf982e95f";

Terrasoft.fileContentDescriptorsFileExists = true;

Terrasoft.fileContentBootstrapsFileExists = true;

Terrasoft.currentUserCultureName = "en-US";

</script>

src="https://050800-studio.creatio.com//core/82582be2ea4244b8799f21ef78fd6a7…">

</script>

href="https://050800-studio.creatio.com//core/618184e4bd438f8c5e43aa74aff1464…" />

rel="shortcut icon" type="image/vnd.microsoft.icon" />

src="https://050800-studio.creatio.com//core/057665f97324038f6c7c326b6734de6…"></script>

requirejs.config({

'paths': {

'require-config': 'https://050800-studio.creatio.com//core/c3b382519da9b15e207de6d13b5f07b…',

'require-url-config': 'https://050800-studio.creatio.com//core/967b00f40245f346c0fb1e09d597be5…',

'core-base': 'https://050800-studio.creatio.com//core/d17ef52258a059bbfe965f70e14a892…',

'bootstrap': 'https://050800-studio.creatio.com//core/6290cba0af7874034f1ec28936bca13…',

'performanceLogger': 'https://050800-studio.creatio.com//core/cf23c4ee65b1c47840a78249f048d9e…',

'performancecountermanager': 'https://050800-studio.creatio.com//core/e79de66acd39442acc1377a3c171086…',

'rxjs': 'https://050800-studio.creatio.com//core/3af6aa89d5864381a3fd9f1fe6785da…',

'process-designer-component': 'https://050800-studio.creatio.com//core/5119e9df4aca8914fabf4effd4b3ee4…',

'voice-to-text-component': 'https://050800-studio.creatio.com//core/9df4cfbb9e9b64ef08efce6d7b673e3…',

'jQuery': 'https://050800-studio.creatio.com//core/f7072c6fb890cf46ab0e415e1c5edc0…',

'ckeditor-base': 'https://050800-studio.creatio.com//core/35294e09797b9d02519ddb8ec253cc6…',

'html2canvas': 'https://050800-studio.creatio.com//core/6bd482f253bafa6d551a21a9d1c5158…',

'login-view-utils': 'https://050800-studio.creatio.com//core/dac89c851a756ef023c909a162fe1bd…',

'configuration-loader': 'https://050800-studio.creatio.com//core/2a08fc37afe007049254c67723a07b7…',

'configuration-bootstraps': 'https://050800-studio.creatio.com//core/0b716942a363fd530c825a6916ea3eb…',

'loadbootstrap': 'https://050800-studio.creatio.com//core/fb69c3378bd3bdd1dcaab52942c87fa…',

'chartjs': 'https://050800-studio.creatio.com//core/35da68cdf95e9468e2d8a3402ba2990…',

'chartjs-label': 'https://050800-studio.creatio.com//core/0465154f993989d21ccc58b60b5eff8…',

'chartjs-defaults': 'https://050800-studio.creatio.com//core/f5dcdb1296b21c01cb66773578fcdbd…',

'chartjs-funnel': 'https://050800-studio.creatio.com//core/1d50b71dc2141b3e6bf11233f3110a0…',

'chartjs-gauge': 'https://050800-studio.creatio.com//core/c69beeddee9d58074a185ac35ead686…',

'user-agent': 'https://050800-studio.creatio.com//core/7b46df63a446479bad7a010aefae6d4…',

'user-agent-parser': 'https://050800-studio.creatio.com//core/796eff62f0f726654cfc29d4a77df33…',

'ng-core': 'https://050800-studio.creatio.com//core/6cb28d63fbb28f9a3377feea3f9d820…',

'ng-loader': 'https://050800-studio.creatio.com//core/6eada957e17a6e76a7090421502adbb…',

'ng-scripts': 'https://050800-studio.creatio.com//core/30950c16db19b349981dd6cd0b66a3b…',

'ng-polyfills-es5': 'https://050800-studio.creatio.com//core/83382b3fa36e6adf19d56492fa6ed49…',

'ng-polyfill-webcomp': 'https://050800-studio.creatio.com//core/ba560325babea1d1f73bcc2b076e626…',

'numeral': 'https://050800-studio.creatio.com//core/b3ac42fc2efdd8256803f41aab70211…',

'@creatio/sdk': 'https://050800-studio.creatio.com//core/091860f68bd3d2e237f482f14c45829…'

'shim': {

'chartjs-label': {

'deps': [

'chartjs'

]

'chartjs-defaults': {

'deps': [

'chartjs-label'

]

'chartjs-funnel': {

'deps': [

'chartjs'

]

'chartjs-gauge': {

'deps': [

'chartjs'

]

'user-agent': {

'deps': [

'user-agent-parser'

]

'ng-core': {

'deps': [

'ng-loader'

]

'ng-loader': {

'deps': [

'ng-scripts'

]

'ng-scripts': {

'deps': [

'ng-polyfills-es5',

'ng-polyfill-webcomp'

]

'process-designer-component': {

'deps': [

'ng-core'

]

'voice-to-text-component': {

'deps': [

'ng-core'

]

}

});

require(['loadbootstrap'], function() {});

</script>

src="https://050800-studio.creatio.com//core/f7072c6fb890cf46ab0e415e1c5edc0…"></script>

console.warn('Creatio Debug mode is OFF. To switch ON use following code');

console.log('Terrasoft.SysSettings.postPersonalSysSettingsValue("IsDebug", true)');

Terrasoft.isDebug = false;

</script>

Terrasoft.DataValueTypeRange = {INTEGER: {maxValue:2147483647,minValue:-2147483648},FLOAT: {maxValue:79228162514264337593543950335,minValue:-79228162514264337593543950335},DATE_TIME: {maxValue:"9999-12-31T23:59:59.999",minValue:"0001-01-01T00:00:00.000"}};

</script>

Terrasoft.isSspInReadonlyMode = false;

</script>

let authErrorExceptions = Terrasoft.AuthErrorExceptions = {};

authErrorExceptions[4] = 'Access denied. Contact your system administrator';

authErrorExceptions[5] = 'Your password has expired. Re-set your password';

authErrorExceptions[10] = 'Time zone is invalid.';

authErrorExceptions[0] = 'Authorization failed';

</script>

</head>

<body>

</div>

</form>

</body>

</html>

Service_Creatio_enterprise_edition

12:31 Dec 28, 2021

Pratik Sanghani,

Thank you! This message is usually returned in case you are not authenticated. Did you use UserName and UserPassword as a ClientId and ClientSecret and used Basic Auth? And also are you passing a form-data grant_type key in the headers and also using the identity service URL as an endpoint to send request?

Best regards,

Oscar

Pratik Sanghani

09:05 Dec 31, 2021

Oscar Dylan,

Thank you for the Help. It is working fine for me as well. I was not using the identity service URL as an endpoint earlier. :)

Show all comments

Question

Self service portal

Hide Complain Button and Leave a Message for the Support Team box

21:53 Dec 27, 2021

Hello,

We are repurposing the Case section in the Self Service Portal to create an Opportunity via a business process. As such, we do not need the Complain button nor the ability to Publish a message to the support team box. Is there a method to remove these two items from the Self Service Portal Case Page?

Thanks,

-Scotty Chapman

Blytheco

4 comments

Best reply

15:25 Dec 28, 2021

Hello Scotty,

Please create a replacing view model and select PortalMessagePublisherPage module as a parent and specify the following code in the created schema:

define("PortalMessagePublisherPage", [],
	   function() {
	return {
		entitySchemaName: "PortalMessage",
		mixins: {},
		attributes: {
 
			/**
				 * Publish message enabled flag.
				 */
				"IsPublishButtonEnabled": {
					dataValueType: this.Terrasoft.DataValueType.BOOLEAN
				},
		},
		methods: {
			setPublishButtonProperties: function(publishMessageInfo) {
				this.callParent(arguments);
				this.set("IsPublishButtonEnabled", false);
			},
		},
		diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/
	};
});

As a result once the schema is saved and the page is refreshed you will see that the button is always disabled:

Best regards,

Oscar

23:49 Dec 27, 2021

Update - I did find the System Setting for Enable Complain Function and am able to disable and hide the button that way. Still wondering if there's a way to disable the Publish Message box though. Thanks!

15:25 Dec 28, 2021

Hello Scotty,

Please create a replacing view model and select PortalMessagePublisherPage module as a parent and specify the following code in the created schema:

define("PortalMessagePublisherPage", [],
	   function() {
	return {
		entitySchemaName: "PortalMessage",
		mixins: {},
		attributes: {
 
			/**
				 * Publish message enabled flag.
				 */
				"IsPublishButtonEnabled": {
					dataValueType: this.Terrasoft.DataValueType.BOOLEAN
				},
		},
		methods: {
			setPublishButtonProperties: function(publishMessageInfo) {
				this.callParent(arguments);
				this.set("IsPublishButtonEnabled", false);
			},
		},
		diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/
	};
});

As a result once the schema is saved and the page is refreshed you will see that the button is always disabled:

Best regards,

Oscar

18:04 Dec 28, 2021

Oscar Dylan,

Hi Oscar,

I will give this a try. Thanks so much!

-Scotty Chapman