Hi community, 

Could you please help with setting up logging for any actions done by the user specifically, view Contacts/Accounts pages, details?

 

Thanks

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Hi Mariam, 

 

To enable logging for specific actions, navigate to the Settings menu located in the upper-right corner and select Change Log under the Users and Administration section. From there, you can configure and monitor activity for specific objects. Please note that this feature allows you to track any actions performed by users, rather than activities solely related to viewing. Unfortunately, it is not possible to monitor this type of activity without direct user interaction.

 

Hello Hanna, thanks for the response. In case user does no change to the page, but just views data related to some object, will Change log record and keep this info for further access and monitoring of user's activities?

 

No, the change log only shows the records that were modified. Unfortunately, it won't show who has just viewed the record and didn't do anything 

Thanks, Hanna. Are there any plans at Creatio end to implement such possibility, i.e. show who just reviewed the records?

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Hi Team,

 

I want to fetch the values of actions associated with the section that I'm accessing for which I have written the code given below:

 

The code is giving me the result as :

 

I'm still not able to fetch the list of action menu items as the section. Please help me fetch the values of action button items.

 

 

Thanks in advance

 

Sarika Sharma

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Hi,

 

Please explain which data do you want to fetch from these buttons.

 

Thank you!

 

Best regards,

Oscar

Hi Sarika

 

 

Here is the post where the same question is discussed:

 

https://community.creatio.com/questions/Fetchsectionactionlist

 

Please let me know if it helps!

 

Regards, 

 

Bogdan L.

 

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Hi Community,

 

How can I override the Portal Case Page Actions and hide the oob/existing Actions (Cancel Case/Close Case/Reopen Case).

 

 

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Hello Fulgen,

 

Please install this package to the system http://ftp.creatio.com/support/downloads/0968497/Portal_2021-02-23_14.0… and disable the "PortalUserAction" feature in the database by executing this query:

 

update "AdminUnitFeatureState" set "FeatureState" = 0 where "FeatureId" in (select "Id" from "Feature" where "Code" = 'PortalUserAction')

And relogin to the application under the portal user. Once done the "Actions" button will be removed.

 

Best regards,

Oscar

Oscar Dylan,

Hi Oscar,

Is it correct override on PortalCasePage client schema the method  getActions() for hide some action?

getActions: function() {
	var actionMenuItems = this.Ext.create("Terrasoft.BaseViewModelCollection");
    actionMenuItems.addItem(this.getButtonMenuItem({
		"Caption": {"bindTo": "Resources.Strings.CancelCaseActionCaption"},
		"Tag": "cancelCase",
		"Enabled": {"bindTo": "EnableCancelAction"}
	}));
 	actionMenuItems.addItem(this.getButtonMenuItem({
		"Caption": {"bindTo": "Resources.Strings.CloseCaseActionCaption"},
		"Tag": "closeCase",
		"Enabled": {"bindTo": "EnableCancelAction"}
	}));
	actionMenuItems.addItem(this.getButtonMenuItem({
		"Caption": {"bindTo": "Resources.Strings.ReopenCaseActionCaption"},
		"Tag": "reopenCase",
		"Enabled": {"bindTo": "EnableReopenAction"}
	}));
	return actionMenuItems;
}

 

Stefano Bassoli,

 

Hi,

 

Yes, that's correct. You can either copy this code to the replaced PortalCasePage and remove items that should not be present in the page actions (don't declare them) or you can call parent method and then remove items from the items array returned in the collection of the actionMenuItems object.

 

Best regards,

Oscar

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Hi Team,

 

I need to show the action menu item (Set up access rights) in section's edit page only for the system administrator users. How could i achieve it?

 

please find the attached image for reference!





Thanks in advance!

 

 

Regards,

Bhoobalan P.





 

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Hello Bhoobalan,

 

Please check this Community Post, it contains a very detailed instruction regarding how this fucntionality can be implemented.

 

Best regards,

Bogdan S. 

Thanks

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Hello all,

 

I am trying to create a process that can add a selection of contacts to a participants detail by picking select all and then clicking on the action in the actions drop down. I've gotten the process to start but it only grabs 30 records at once. 

 

I know that this is due to Creatio only loading so many records at once as a way to not stress the system too much. However, I need a way to collect more than 30 records. I'm trying to figure out a way to get Creatio to load the records once I've triggered the process.

 

It's fine if there's a delay while Creatio loads the records, I can always put up a message about how it may take some time. I just need to get the records.

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Currently, if a process is started, it will run from all actions that do not have a previous step.  This means that troubleshooting a complex process requires inserting false branches if a step is to be skipped for testing, rather that just deleting undesired paths. Processes should only start from a Start event.  If a step does not have a Start event leading into it, it should be ignored.

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Dear Janine, 

Thank you for the idea! We've transferred this request to development team and this functionality may be added to future releases.

Best regards,

Dennis

System starts execution from all actions that do not have a previous step according to BPMN. This is a correct behaviour. 

That makes sense from the perspective of reading a process flow and process flow notation.  It doesn't make sense from a software development perspective.  There are many features in programming process flows in bpm'online that are not strictly about BPMN, but rather are about managing data and control of software.  I believe this is a case where not requiring a preceding Start event to run a branch doesn't make sense from the perspective of software usability and reliability.

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Hi,

i would like to know how can i run Validations/Actions (like field validations) after i select an item  from a lookup list.

 

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Hello Pedro!



To set validator on some field, usually setValidationConfig method is used.

Validation method, that is set for some field, triggers each time the value in this field changes.



Article about it: https://academy.bpmonline.com/documents/technic-sdk/7-13/how-add-field-validation





If the task is to trigger custom validation methods on other fields it is achievable via dependencies. Please check the example of usage: https://community.bpmonline.com/questions/handler-dependant-detail-update



Best regards,

Alex

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Currently the access rights changes are separated into remove and add.  Selecting access rights changes is confusing because the checkboxes do the opposite things in the sections. It would be much simpler and intuitive to have one list of User(s)/Role(s) and use the check boxes to indicate what the state they should be in regarding reading, editing and deleting when the process step is completed. The question displayed could be, "Which access rights to assign?"  This could instead be implemented in a new System action, "Assign access rights," to avoid potentially impacting existing processes that use Change access rights.

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Dear Janine,

Well, changing of access rights is easy enough in the application now and quite flexible. Here is an Academy video regarding your question and it contains full description of operations needed to be done to apply right object permissions.Here is also an article regarding setting a business process that will apply access rights even in much more easier way than using object permissions. If you need to change access right dynamicaly - you can create a business process that will change those access rights and also will ask you a question which access rights should be assigned. It can be easily done with the help of "User Dialog" and "Change access rights" elements.

Best regards,

Oscar

Oscar Dylan,

Yes, I know how to use Change access rights to do so.  However, it is a confusing implementation, not only for me but also for other members of my team building processes. The display of permission is not consistent in the application or with other displays of access permissions.  Typically, there is a single table that displays all permissions and if a checkbox is checked, the value is true and the permission is available, for example, if the checkbox under view is checked then users can view.  However, the Change access rights System action violates this.  In one section of the dialog, the checkbox means that users can view, while in another section, the opposite is true, leading to confusion and increased training time. The permissions in the Advanced Settings are displayed as I requested, but the Change access rights permissions display in a contradictory manner.

Janine White,

Change access rights business process element was designed to make the process of granting and changing access rights more flexible and so users could ignore using "Object permissions" that are difficult to understand a little bit. Okay, I agree with you that this is hard to work with access rights in our application now so I will create an idea for our R&D team so they could modify changing access rights logic and UI and make it more user-friendly. thank you for reporting this isdea to us!

Best regards,

Oscar

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Hello Community! 

Need add a button in the actions menu into detail. How can i do it?

Regards ,

 

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Sovled! 

addToolsButtonMenuItems: function(toolsButtonMenu) {
	this.callParent(arguments);
 
	toolsButtonMenu.addItem(this.getButtonMenuSeparator());
	toolsButtonMenu.addItem(this.getButtonMenuItem({
	  Caption: this.get("Resources.Strings.MyBoton"),
	  Click: {"bindTo": "OnButonClick"},
	  Visible: {"bindTo": "IsSelectRecord"}
        			}));

 

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