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.
Unfortunately, the functionality you're requesting is not available at this moment. However, we have submitted a request to the responsible development team. They will assess the possibility of implementing this feature in future releases.
We value your feedback and ideas as they help us improve Creatio.
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.
no discernable actions make it appear. it seems to randomly happen. one day the creatio site works just fine and the next day i get the err-connection reset for the whole day despite having internet. then it will work again randomly the next day
Unfortunately, based on the screenshot, we cannot determine the root cause or provide all possible recommendations. Could you please send an email to our support team and provide all application logs and the approximate time of issue reproduction?
We will analyze the information and provide recommendations from our side. Please reach out to support@creatio.com.
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?
hi I don't know how but one of the fields that is automatically calculated with the data source set now doesn't work for me. It keeps resetting for me and doesn't work. In the image, you can see the deleted field details. who can i fix it ? thanks!
I tried transferring campaign flows (Type=Marketing campaign files) from dev environment to pre-prod in a package. I am able to see the updated objects; but I don't see the campaigns in the campaign section. Is there anything I am missing?
Please note that when migrating packages between environments, the version of the sites must be the same, otherwise, you may not be able to migrate functionality or the packages may not be installed successfully.
To upload new fonts and use them in emails, you need to change the values of the system settings "CKEditor fonts list" ("CKEditor fonts list") and "CKEditor default font" ("CKEditor default font").
The "CKEditor fonts list" system setting is responsible for which font you will be able to see in the font drop-down list. It should be added to the beginning of the system setting list, with ";".
Accordingly, in order to use this font, they just need to be installed on the server as a regular font.
It is also necessary to know that if the recipient does not have this font, he will not see this font.
