i've set up "next steps" component in my interface so that a user can check what are the pending activities for a record with an associate case
Language is in italian in this screen, but "Attività" is the next steps component. In this instance it is a pre configured page routed to a group "Amministrazione". My issue is that users from different group are able to open the pre configured page and work on it.
I can toy with object permission and set the record as read only for everyone but those in the group who is owner of the task but other users are still able to open the pre configure page.
The ideal behaviour would be for the complete button in the task to be disabled for those users that are not part of the owner role. Is that even possible?
Please note that in order to remove these tasks from the notifications panel, you need to find the exact business process iterations that created these tasks and cancel the processes.
Hi Mira, just to clear out, these are the only remaining business processes that are not connected to leads. So the ones that are still visible in my notification center should not be in this list and are already stopped/cancelled. Therefore I don't know how to get rid of the tasks.
It is posible to save a file in creatio from a base64 string? I have a web service that allows me to request a document by an id to an external service and it responds with the document in a base64 string, so I would like to know if it is possible to convert that string into the file and save it in some record on the platform.
var base64FileString = Get<string>("Base64File");
var accountId = Get<Guid>("AccountId");
var attachFileType =new Guid("529bc2f8-0ee0-df11-971b-001d60e938c6");
var fileName ="SomeFile.docx"// set proper file type in file name
var entity = UserConnection.EntitySchemaManager.GetInstanceByName("AccountFile");
var fileEntity = entity.CreateEntity(UserConnection);
fileEntity.SetDefColumnValues();
fileEntity.SetColumnValue("AccountId", accountId);
fileEntity.SetColumnValue("TypeId", attachFileType);
fileEntity.SetColumnValue("Name",fileName);
fileEntity.SetBytesValue("Data", Convert.FromBase64String(base64FileString));
fileEntity.Save();
When I do an approval using the BPM tool it doesn't show in the panel of notifications so i can't select any option or continue with the process. Can someone help me please?