I have been struggling with permissions lately , I have a Freedom UI Details page that shows sections depending on the user role or the user contact specific information .
When I try to create a Business rule I only find User contact But can't Access User Contact informations .
I am trying to send a user notification at the end of my business process, but I would prefer it not to appear as a hyperlink. I've attached a screenshot showing how it currently looks, along with my business process configuration where I set up the user notification element. I've reviewed an article on setting up notifications in a business process, but I'm looking for a workaround to disable the hyperlink.
I am using Creatio Studio Product (V.8.1.2.3941) and license "bpmonline self-service portal on-site subscription". I want to create a new section and page for a new object that I developed. This object will be available in Portal workplace. I created the portal screen using classic UI but it doesn't appear in the workplace setup for "External users". The only screen that Portal users can view is "Knowledge Base" screen which came with Creatio's product.
I read the Creatio documentation in "https://academy.creatio.com/docs/sites/academy_en/files/pdf/node/2088/C…" and it says that: "If you use the self-service portal, you can modify the existing portal sections but cannot add new sections.". How can I make my screen for my new created object available for portal users?
Unfortunately, according to the basic logic of our application, you cannot see any custom sections on the portal within the limitations of self-service portal license. You can find more details in this article.
I been trying to block the record so the users can't make changes or erase the record at some point of the process to do that I am changing the access rigths of a record using the element Change Right in the DCM.
But I the record can still be modified and erase ( the user that I use to make the test is not a System Administrator) can you help me to know what Im doing wrong?
Also it is posible that the owner of the record can't modified the information or i can't take away this right?
My apologies I am not sure about your setting due to a lack of knowledge of your language. But basically here is an example of how you can set elements to remove rights from the case for All employees role:
Basically you are not able to remove rights from the Owner of the record, so this could be the reason.
Hello, I'm wondering if there is a way to import sharepoint comments directly into the feed in creatio? I could not find any articles or other questions on this. We'd like to move data from sharepoint over to creatio and to have users use the feed similar to how they used sharepoint comments. It's important that we can move over this data.
Does anyone knows how to work with excel reports with the new business process element? Even though an Excel report is created, he doesn't appear on the business process element "Generate Excel Report".
It only allows "Custom Reports", not Section Report or Edit Page Reports. Also, for Custom Reports, there is a new checkbox on the report page that allows it to be used in processes. You need to check that, then it will show up in the process element to select.
It only allows "Custom Reports", not Section Report or Edit Page Reports. Also, for Custom Reports, there is a new checkbox on the report page that allows it to be used in processes. You need to check that, then it will show up in the process element to select.
Hi have set up creatio with https using iis. I followed creatio academy's general deployment procedure and also the https documentation creatio provides. Sometimes the creatio site works just fine, i can browse to it and use it, but hours later it will suddenly stop working. When i go to the site I get this error. there are no errors in the console, event viewer or any logs that i cant see.it just randomly cant be reached sometimes.
The maximum number of records that can be exported at once is 20,000. If you need to export more than 20,000 records, you must split and export the data separately. We also recommend performing these exports during the site's technical window, as exporting large volumes during business hours may slow down the site.
Hi, adding Edit access to a specific column for All Employees role is not saving. Use Case: for the Invoice object, All Employees have Read access only (Operation Permission). For one field ("Field X"), wish to give Edit access to All Employees. In attempting to set the Column Permission using "Permit reading and editing" for Field X, the permission can be added and applied, but on save and returning to the Invoice security settings, this column permission no longer appears. Say there are 50 fields on Invoice, the edit access is specific to one field (the rest are all read only). We want to add this edit access as an exception (1 column setting)..rather than individually set column access for all 50 fields. It seems the Operation Permission for the role is overriding any further column permission to add additional access rights for that Role for the specific field. Any suggestions or insights welcome...thanks.
Unfortunately, if the "Edit" operation permission is disabled for an object, it's not possible to configure "Edit" permissions for individual columns.
The only solution is to enable the "Edit" operation permission for the object, and then disable the "Edit" permission for each specific column that should not be accessible for editing.
Unfortunately, if the "Edit" operation permission is disabled for an object, it's not possible to configure "Edit" permissions for individual columns.
The only solution is to enable the "Edit" operation permission for the object, and then disable the "Edit" permission for each specific column that should not be accessible for editing.
Wow, thanks. I was hoping that was not the case, but understand the logic. So column permissions are not additive, rather provide further restrictions.
Unfortunately this would mean a lot of work for an object with 20-50-100+ fields to add an entry in column permissions for each field.
I created a new user and added sections for this user in a separate workspace. I added lookups section; but the user is getting following error "Insufficient rights to go to this section. Contact your system administrator." for lookups section, can you confirm how can the user access the lookups section?
