Hello Creatio Community !

I have configured a Product, with some conditions. Printscreen below

After I click, Fill in Product Terms (printscreen below)

the Product Conditions that i specified (Disbursment fee) do not appear in the Product terms.

How can this be solved ?

 

Like 0

Like

1 comments

Hello Petrika,



We already have a corresponding case from you. 



So we will update you accordingly.



Best regards,

Bogdan

Show all comments

Hello Creatio Community !

I want to resctrict the file formats uploaded to creatio. For example I want to allow uploading only pdf,word, excel, jpeg files and restrict Json files.

How is this configuration done ?

Like 0

Like

2 comments
Best reply

Hello Petrika,

 

You can refer the Secure file upload academy article to achieve your needs.

 

Regards,

Sourav Kumar samal

Hello Petrika,

 

You can refer the Secure file upload academy article to achieve your needs.

 

Regards,

Sourav Kumar samal

Sourav Kumar Samal,

Thank you . It solved my issue.

Best Regards

Show all comments

Hello community,

 

I'm trying to display the detail DocListInFinApp in Applicaton section. I added access for portal users but I get the following error:

 

Like 0

Like

1 comments

Hello,

 

Please note that you should register such questions as Cases for our Support team, as we will need to check your instance to see what the problem is. So please, register a new case and provide us with all the details there.

 

Kind regards,

Mira

Show all comments

Hello community,

 

Is there a way to display the print button and allow portal user to download reports including fastreports. I tried giving access to specific objects and adding them in "List of objects available for portal users" lookup. After adding this configuration the print button is shown but I cannot download fast reports due to access rights and the following message is shown "Failed-Forbidden". 

This message is only shown for fast reports printables. Word printables are downloaded successfully. Is there something that I'm missing in the configuration?

 

Thank you,

Lirzae

Like 2

Like

1 comments

Hello, Lirzae!

 

Please try to upload the report again but with an open browser console (press F12 to open it) and provide us with a screenshot of that. 

There might be errors that could help us find the cause of the issue.

 

Best regards,

Kate

Show all comments

Hello Creatio Community !

Which type of contacts can i access in feed ?

I can see only contacts which are users of the system . Is this the only type of contacts that we can see from Feed ?

Like 0

Like

1 comments
Best reply

Hello Petrika, 

 

Yes, you can access here only Contacts that have existing system users. 

 

Best regards,

Anastasiia

Hello Petrika, 

 

Yes, you can access here only Contacts that have existing system users. 

 

Best regards,

Anastasiia

Show all comments

Hi all,

please advise me how to disable immediate qualification after my transition to Qualification stage.

My case:

1. Lead case was customized. The first stage is 'New'.

2. Create new lead, current stage is 'New' 

3. Transition to 'Qualification' manually

4. Immediate qualification occurs

 

BR,

Valery

 

Like 0

Like

2 comments

Hello Valery,

 

The qualification stage is used to check the completeness of information about a contact or an account to which the lead is linked. This stage starts after the lead information has been saved.

If the available information is sufficient for further work on the lead, qualify the lead without opening the record page. To do this, select the record in the list and click [ Qualify ].



The following instructions can help you to achieve the result you are looking for: 

How to change the standard lead management process? How do I add or modify process stages?

Show all comments

Hi all,

 

please advise me how to disable lead immediate qualification after transition to Qualification stage ?

Please have a look my lead case in attachment.

 

File attachments
Like 0

Like

1 comments

Hello Valery,

 

The qualification stage is used to check the completeness of information about a contact or an account to which the lead is linked. This stage starts after the lead information has been saved.

If the available information is sufficient for further work on the lead, qualify the lead without opening the record page. To do this, select the record in the list and click [ Qualify ].



The following instructions can help you to achieve the result you are looking for: 

How to change the standard lead management process? How do I add or modify process stages?

Show all comments

Hello community,

 

Is it possible to remove records adding in a specific detail when the main object is in a specific stage?

Like 0

Like

1 comments

Hello,

 

Add the following code in the page schema of main object under methods:

isDetailEnabled: function(detailName) {
        var DCMStage = this.get("UsrDCMLookup").displayValue;   
	if (detailName === "ExampleDetail") {
		if(DCMStage === "Approved"){
                    return false;       //Disable the "+" button
                }
                else{
                    return true;        //Enable the "+" button
                }
	}
	return this.callParent(arguments);
}

 

Regards,

Sourav

Show all comments

Hello community,

 

I am trying to implement a service for portal and system users using the documentation in https://academy.creatio.com/docs/8-0/developer/application_components/portal/self_service_portal/overview

 

The service has the following code:

using Terrasoft.Web.Common;
using Terrasoft.Web.Common.ServiceRouting;
 
[ServiceContract]
[DefaultServiceRoute]
[SspServiceRoute]
[AspNetCompatibilityRequirements(RequirementsMode = AspNetCompatibilityRequirementsMode.Required)]
public class Service1 : BaseService
{ 
       //Code
}

For system users the service works fine but when I try to access the service from postman authenticated as a portal user I get the following message : "IS 10.0 Detailed Error - 403.0 - Access to non-SSP API is denied for portal users" with 403 status code. Is something that I am missing in the service implementation or in web.config?

Like 0

Like

2 comments

Hello!

 

Ensure that you add the /ssp prefix to the route when making a request as a portal user.

A feature called "EnableCustomPrefixRouteApi" enables web services custom routing and restricts SSP user access services without the /ssp prefix.

In order to enable it you need to run the following script in the database:

 

INSERT INTO AdminUnitFeatureState (SysAdminUnitId,FeatureState,FeatureId)

VALUES ('720B771C-E7A7-4F31-9CFB-52CD21C3739F',1,'17ED5BE9-CA87-42A4-A761-3466DBABF925')

 

Another feature called "UsePortalDataService" divides services into the portal and non-portal ones. To enable it run the following script:

 

INSERT INTO AdminUnitFeatureState (id, SysAdminUnitId, FeatureState, FeatureId)

VALUES (newid(), '720B771C-E7A7-4F31-9CFB-52CD21C3739F', 1, '45D7102E-42D5-4E61-ADF8-77F00CD2F3E8')

 

So make sure you are using the /ssp prefix and both features are active in the system.

 

Best regards,

Max.

We also suggest replacing 

[DefaultServiceRoute]
[SspServiceRoute]

with

 

[DefaultServiceRoute, SspServiceRoute]

 

Best regards,

Max.

Show all comments

Hello community,

 

I am using perform task inside section cases. The task updates the entity stage. After the stage is updated from the task I want to catch this event and reload the entity from the client side. I tried using the following approach but nothing happens

"Stage": {
				dependencies: [
					{
						columns: ["Stage"],
						methodName: "onChangeStage"
					}
				]
			}

The below script is called only when the stage is updated directly from the client side and not from a task or a business process. Is there a way to catch this event from the client side?

Like 0

Like

1 comments
Best reply

Since the automatic changing of a stage happens outside of the context of a page, you won't receive any events from the change on the page itself. 

The only option is to either use a process, entity subprocess or entity event listener class (and starts with a signal of case modified in stage field) and if it's changed to the appropriate stage you send a signal to the client. You can see how to send a message from the server (such as from a process) to the client here: https://customerfx.com/article/sending-a-message-from-server-side-c-to-…

You'll add code to the page to listen for this message and then reloadEntity to refresh the page. 

BTW, if you want to use an entity event listener class instead of a process, I've outlined how to do that here https://customerfx.com/article/adding-code-to-listen-for-entity-events-… although using a process is quick and easy.

Ryan

Since the automatic changing of a stage happens outside of the context of a page, you won't receive any events from the change on the page itself. 

The only option is to either use a process, entity subprocess or entity event listener class (and starts with a signal of case modified in stage field) and if it's changed to the appropriate stage you send a signal to the client. You can see how to send a message from the server (such as from a process) to the client here: https://customerfx.com/article/sending-a-message-from-server-side-c-to-…

You'll add code to the page to listen for this message and then reloadEntity to refresh the page. 

BTW, if you want to use an entity event listener class instead of a process, I've outlined how to do that here https://customerfx.com/article/adding-code-to-listen-for-entity-events-… although using a process is quick and easy.

Ryan

Show all comments