Hi, all!

 

Could anyone clarify, do user's access rights depend on the order in which organizational roles are added on the detail of the user's form? I mean is it important if I add organizational roles for one user in the order

Role1

Role2

Role 3

and for another user in the order 

Role 2

Role 1

Role 3

 

And give them the same functional role (only one)?

 

I'm asking because now those two users can see different amount of the records of the same object and the only difference in their rights is that order.

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Hello!

 

Please note that order of organizational roles in the details does not affect anything. So do not pay attention to it.

In case users see different amount of the records, please recheck object permissions and make sure that they are granted for both users.

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Hi. 

 

Can you help me to know if there is a way to add more options to this menu? 

I add new results in the lookup, but those options don't appear here. 

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You can add/modify those in the Activity results lookup. However, those values are tied to specific Activity categories. If you select a row in the Activity results lookup there's an icon you can click to define which Categories it is for - see https://share.customerfx.com/QwuoY8RK

Ryan

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Is it possible to set the value of a System setting which has the "Save value for current user" setting enabled for a specified user from C# code, e.g. from a script task? I've found the below code for setting a System setting, but presume that if the checkbox for the above is selected, then it will only set the value for the current user (or the System User if running in the system context):

var settingCode = Get<string>("UsrSystemSettingCode");
var value = Get<string>("UsrSettingValue");
Terrasoft.Core.Configuration.SysSettings.SetValue(UserConnection, settingCode, value);
return true;

 

We need to be able to set the per-user system setting for a specific user (determined by data in the BP in our case) but looking at the (always hard to find) API documentation, it doesn't seem like there's an overloaded version of SetValue that allows you to do so as a specified user - except possibly one that is marked as being deprecated in a much older version:

 

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Anybody have any info on this?

Does anyone have any other methods for managing per-user system settings in Creatio? It seems like there aren't a lot of options besides setting them in JS code when a user does a given action, but then that feels like it defeats some of the purpose of system settings being that the value doesn't have to be calculated every time a user does something, and also means it can't reliably be used for tasks like setting a default field value on an entity.

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Inside the Contact object, I need to show data from a related object: New Custom object.

How can I show this related data on the "Additionnal information" custom tab?

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This was not yet resolved
 

Hello,

 

You can add an Expansion Panel. Link

 

After that, add a List component by specifying the necessary object in the 'Object' field in the settings. Link.

 

All information about configuring in Freedom UI is available here.

 

Hello Anastasia, I followed your steps but when I run the Client 360 page to see the result, the new tab does not appear.

How can the IDeas ID = Contact ID? It does not make sense , but it seems like the only choice available...

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I created new App "NewIdeas"

I am putting a business rule based on a "Status" criteria in place but it will not work correctly: In all cases , the Tab "Completion" remains hidden.

Tab hidden rules (see below)

 

 

 

Tab show rules (see below)

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Issue was resolved by chaging the logic to: Equal to Other statuses, Save, Save, exit - Login and restart the app.
Solution to Show/Hide problem

Hello,

 

We see that you have already created a case regarding this issue directly for our support team and we will process the request in that case.

Good!

Where is the boundary between official Support ticket and the end-user community?

Issue was resolved by chaging the logic to: Equal to Other statuses, Save, Save, exit - Login and restart the app.
Solution to Show/Hide problem

This issue is resolved.

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A user with an eye for detail has noticed that when a new case is created and the Contact added and the record saved a feed message that states the contact posted in the case appears.

 

This only happens it appears on a new record, if the contact is subsequently changed there is no message.

 

Is there any logic to this, or is there a way to stop this message (I cannot see an obvious business process that is responsible)?

 

Thanks,

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Hello,

We've made changes in the product so that when you write a message to create a case on the portal, it now shows up in a feed along with the case description. This happens due to a process called "CreateFeedMessageFromCaseDescription."

If you prefer, you can turn off this feature.


 

Hello,

We've made changes in the product so that when you write a message to create a case on the portal, it now shows up in a feed along with the case description. This happens due to a process called "CreateFeedMessageFromCaseDescription."

If you prefer, you can turn off this feature.


 

Bogdan,

Thank you :)

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Question

Do we have an overview when the data enrichment will be available on Freedom UI for the contacts and for the accounts ?

 

Roadmap is not telling anything about this feature.

 

Thanks in advance,

Franck

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Hello,

 

We have registered an idea and forwarded it to our R&D team for further review and implementation in one of the upcoming releases.

Unfortunately, we do not have an exact ETA for this feature.

 

Best regards,
Yuliya

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Is it possible to create an entity based on a view (so with the "Represents Structure of Database View" checkbox checked, and with the view created using a SQL script) that inherits its record permissions from a "real" entity? I tried to do so by simply checking the record permissions checkbox and specifying the parent object in the "Object to inherit access permissions from" field of the entity, but this doesn't seem to work.

 

My setup is that we have the OOTB Leads entity, and then I've created a view over the top of it taking all columns but with a filter condition, to be used for reporting over Leads while filtering out certain Leads that should never be included in reporting so we have a more consistent reporting basis and don't have to make sure to include those filters in every widget. I added 2 columns to the view based on the Id and LeadName columns called UsrBaseLeadId and UsrBaseLeadName, which then have a lookup column UsrBaseLead added over them in the view-based entity. This lookup is then used as the "Object to inherit access permissions from" for the view-based entity.

 

There aren't any errors thrown in the logs when trying to do this, but non-super-users just can't see any of the records. When I tried to check a record in the view's permissions, I could see that the SysRights table for the view entity doesn't exist, so I tried creating that rights "table" as a view in the database that took its data from the Rights Table of the real entity, but while that seemed to work inasmuch as I could check a record's access rights and see that the correct rights were there and was even able to modify those rights, it didn't make it visible to a non-super-user.

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It would be great to have the view be able to inherit permissions from some object that the view has as a lookup column. However, I don't believe that is possible. What I typically do is this:

  1. Create a view and include as a column some other object that has permissions (for example, if the view includes an Opportunity lookup column and the account has permissions)
  2. Anywhere the view is used, include a filter condition that some column on that related object is not null (that would never be null). Plus it cannot be the Id or the column used as the display value. Example, if my view has a lookup for Opportunity, I could use Opportunity.Stage is filled in.
  3. Using this approach, the user will only see the rows corresponding to the related record that they have access to, since if they cannot view the related opp the Stage will return a null value. 

It's not ideal and definitely not secure, but it does limit the view rows to what the user can see on the related object.

Ryan

Anybody have any experience of working with such a setup?

It would be great to have the view be able to inherit permissions from some object that the view has as a lookup column. However, I don't believe that is possible. What I typically do is this:

  1. Create a view and include as a column some other object that has permissions (for example, if the view includes an Opportunity lookup column and the account has permissions)
  2. Anywhere the view is used, include a filter condition that some column on that related object is not null (that would never be null). Plus it cannot be the Id or the column used as the display value. Example, if my view has a lookup for Opportunity, I could use Opportunity.Stage is filled in.
  3. Using this approach, the user will only see the rows corresponding to the related record that they have access to, since if they cannot view the related opp the Stage will return a null value. 

It's not ideal and definitely not secure, but it does limit the view rows to what the user can see on the related object.

Ryan

Yeah that's a clever workaround, many thanks Ryan! Agreed about the security aspect, but for the the cases where it's just about having those record permissions used to define non-security visibility as I currently have for the base entity it will work for now.

 

It would definitely be good for the view entities to be able to inherit permissions from lookup columns though, and feels like it would be a relatively quick win for Creatio to add, as most of the functionality around that would already exist. It could even be done in a no-code way by enabling the creation of these view-based entities directly in the config, effectively adding a logical layer to the platform which would be great for filtered views into the data and adding virtual calculated fields. A man can dream.

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In Freedom UI we have the possibility to setup the message composer to set a default sender : 

  • Use default mailbox
  • Use case source mailbox

The system is not generating the field from when composing a new email. Is this feature available ?

 

 

 

Anyone got this working ?

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Hi Frank!

The "From" field will be filled depending on the "Default sender" selected by you when replying to an email in the Conversation tab.


 However, if you are writing the first email in the thread without replying to the previous one, the "From" field will not be automatically filled if you have selected "Use case source mailbox". Instead, it will be filled with the value of the "Default mailbox" if this option has been selected.

I hope I have answered your questions!

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Unable to login to creatio with below errors .

 

GenerateViewModuleScripts?v=8.1.1.3635:1 Could not load file or assembly "CrtFeatureToggling, Version=8.1.1.3635, Culture=neutral, PublicKeyToken=null" or one of its dependencies. The system cannot find the file specified.

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Hello!

 

Please create a case for the Support Team via support@creatio.com and provide all necessary details for the investigation (screenshot with errors, instance, external access to it).

 

Best regards, 

Mariia

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