I have a column called "Income" which contains sensitive information and is accessible based on multiple business rules and custom code. We realized that while this works on the form page, any user can add the column on the list page and get to see the values.
The column permissions using object permission will also not work because as mentioned above, the field is to be made visible based on multiple rules and custom logic.
Is there a way to prevent user from adding this column on the List page?
That is a great idea to be sure that this value is not pulled anywhere! As of current implementation for us, we would like to retain the field at the section level and are looking for ways by which the visibility can be controlled.
I think, there has to be way for the rules on form page to reflect on the list page and in folders as well. In most cases, we hide the fields because it has information that need not be shown to some users and the platform unfortunately provides a way to by-pass this by letting users add the field on the list page.
I have a fix for this, not in the Creatio documentation, using ISS Manager edit permissions for the Creatio site, allocate full control to the IIS_IUSRS group.
I am importing data through Excel into my custom section and attempting to auto-calculate a field based on two other fields in the UI. However, since the user won't be opening the form page, the business rules and JavaScript code I've written aren't being triggered .
I also wrote an" Oninserting" entity event layer code, the same is not getting triggered as well,however the entity event layer code is getting triggered on click of the new button. How do i approach this?
Please describe in more detail what code you wrote (if possible, provide an example), what it is for, and how it's connected to business rule and import.
I am trying to create a monthly summary (email sent, emails delivered, emails open, email bounced, number of clicks & Open rate) of email totals using pivot table in Dashboards. I have created group rows - Year and Month from Finished on Date on the email object using calculated field. Open rate is Number of opens in a month/number of emails sent in a month. When I am trying to create a calculated field Open Rate, it is calculating open rate for each row first and then summing up for the month. I want this to sum up both opens & sent on month first and calculate open rate later. How should I go about it?
I've have successfully implemented OAuth 2.0 using the Identity Service provided with Creatio Studio (v 8.1.3) but I have not figured out how to use Refresh Tokens.
Can the OAuth 2.0 Refresh Token be implemented using that service? If so, how do I get a Refresh Token?
OAuth 2.0 authorization for integrated applications does not support refresh token flow. The third party application has to generate token and system administrator needs to update the synchronization parameters.
If you want to assign a new role for the system user, please navigate to System Designer → Organizational roles.
In this section, you can set up any existing role for the system user or create a new role and add the user to it.
Or you can navigate to System Designer → System users. In this section, you need to select the user and switch to the Role tab. In this tab, you can add organizational or functional roles to selected user.
You can find more information regarding your question here:
Is there a way to create a filter on the approval delegation list?
For example, the user is prompted with an approval using the approval step in a business process. They access it from the right hand panel and choose "Delegate Approval" and the window that appears offers all users and roles as an option. We want to offer a select role only as available options. Is this possible?
We have discussed the case with the responsible R&D team, who informed us that there is no possibility of managing the "Change Approver" option by roles. But the query for future implementation and further analysis was registered for the responsible team.
If you have any further questions, please respond to this email we would be happy to help.
I am creating a business rule to auto-populates the field with the current user contact for custom field Owner, but I am not able to find out what should be the action for this and also not able to see the current user option. Please see the screenshot below
Not possible with rules on classic pages. Best option would be to set it as the default for that column in the object. Select the object and choose the Owner column and set Current User Contact for default value. Otherwise, you'd need to get current user and populate via code in the onEntityInitialized - make sure the page is in add mode.
