Hi,
If you want to integrate your SMTP server for sending emails, you need to create a new mail service.

Fill in all the parameters, such as address, port, and security protocol.

Then, add a mailbox using this mail server.




Best regards,
Pavlo!

I did this like that but in the last step when I want to add new email I have to insert password. When I can click "Sign in" without password then nothing happen. When I add fake password then I have such error:

And I full understand this error as our server is configred in that way:

How to send now an email over this SMTP server?

Łukasz Pijewski,

1. 1. Make sure the site's web server has access to your mail server.
2. 
   2. If it is onsite, ensure that the EmailListener microservice is deployed, functioning correctly, and has access to your mail server -https://academy.creatio.com/docs/8.x/setup-and-administration/8.1/on-si….
   
   2.1 You can also try to add regular gmail account using app pasword to check if EL works correctly.
    
3. 3. Check the application logs for errors ( ....0/logs/Sync/EmailListener) —there might be issues related to accessibility or other security parameters.
    
4. 4. Verify that the toggle for IMAP server connection is disabled in the mail server settings.
   
   
   
   If the issue persists, we recommend contacting Creatio technical support for a more detailed analysis. (Support@creatio.com)
   
    

Today I did some test with free SMTP server:
https://www.wpoven.com/tools/free-smtp-server-for-testing

I added the server to Creatio:
 

Next I added new mailbox:
 

I next it a must to add a password! Without password when I'm clicking SignIn nothing is happening. Even if the server is not using authentication. So i need to insert fake password. It doesn't matter what kind of character. So, I'm inserting for example "1" and I can click SignIn and I can send test email:

So it looks that you need to do some workaround with fake password to use SMTP without authentication. It looks as a bug for me :)
 

Hello,

The only way to use cloud Power BI with our connector is by configuring a gateway.

We can also recommend this official guide:
https://learn.microsoft.com/en-us/data-integration/gateway/service-gateway-install
https://learn.microsoft.com/en-us/power-bi/connect-data/service-gateway-data-sources

Best regards,

Antonii.

Hello, 

Having analyzed the error you mentioned, we want to inform you that PowerBI add-on doesn't maintain the cloud version. 
This add-on works only with desktop application, according to the instruction:
https://marketplace.creatio.com/sites/en/files/app-guide/Power%20BI%20Setup%20guide_1.pdf

Best regards,
Ivan

You can add your external website in the IFrame inside the app: in the 2.b "Declare the component class" of this article, you should insert your iframe HTML markup. Also, keep in mind that not all sites can be inserted as iframes due to different security settings.

Additionally you can try creating the code that will use Fetch API to authenticate and get data needed.

Hello Jonathan,

Could you please specify the version of your application?

Thank you!

Best regards,

Bogdan S.

Hi Bogdan Spasibov,

The actual version of Creatio, 7.18.3.

Hello Jonathan,

The "Deny reading and editing" option won't hide the field but it can hide the value of the field. For example, with the following setup, all company employees will see the field value except for the users that are added to the '1-st line support' role:

But the best way to achieve you business task is to use business rules. There is a rule that is called 'Show an element on page'. It allows you to show the specific field on the page only for some users. For example, with this setup only Supervisor can see the 'Budget' field on the page:

Please note that as of now the business rules can be applied to users only. The setup with org.roles should be available in one of the upcoming releases.

Best regards,

Bogdan S.

Hi Bogdan Spasibov,

Thanks a lot for your answer. The first methods doesn't seem to work. I created an opportunity, set the "Budget" field to 3'500. Then went to the object permissions and set "Deny reading and editing" to the "Direction" Organizational role. When I log in with a "Direction" user, I can still se the 3'500.

However, your second solution helps me a lot and is perfect for what I want to do. 

Thanks :) 

Jonathan Quendoz,

Hi,

please be careful with using business rules as a means for data access restrictions! They only work on the page where they are configured! So this will not if the user adds the field to the opportunity list.

Besides this, I think that the order in Bogdans answer should be the other way round. Permissions are evaluated by priority and the first hit will count. Since every user is in the "All Employees" group, the second row will never be evaluated.

BR,

Robert