Hello!

 

I added some permissions in the Object Permissions -> Advanced Operations section.

 

Does anybody know how I can bind Advanced Operations?

 

Thank you!

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Hello,

 

Currently, there is some hardcoded logic that saves some of the changes into the Custom package regardless of the package that is set as the current one.



For example, when you turn on administration for an object it will save these changes to the Custom package, the same behavior can be seen when setting up a change log for an object.



As a workaround, you can move the created files to the desired package by using the "move to another package" feature in the configuration of the site. We have additionally added this request to an already existing task for our developers to change this behavior in future releases.

Bogdan,

Hi! When setting up advanced operations nothing appears in the Custom package. 

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Hello,

 

While working in a package, it happens that when I modify object permissions, the modifications are saved to package "Custom" even though I set current package value as my package.

 

Can you please walk me through to remedy to this issue?

 

Thanks,

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Hello Mariam,

 

According to the application logic, the changes in the access rights always generate the replacing object in the Custom package, regardless the one you have in the Current package.

 

We are aware of that and working hard to fix that in our future releases. 

 

 

Hello Kyrylo,

 

Thank you for your response,

 

In this case, how to proceed in order to add changes to my package for transfer between environments?

 

Thanks,

mariam moufaddal,

if you switch on Access rights in your package in configurator, these changes will be transfered with your package

Kind regards,

Vladimir

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Hi! 

I have a question about the feed tab. 

I do want to ask you if there's any out of the box possibility to change the permissions for a user. I don't want to let a user to edit or delete his own comment posted in the feed tab, but the manager should have access to those 2 functionalities.

Can I implement this without code?

 

Thank you,

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Hello,

 

If you want to configure the deletion permissions please use Permission to delete messages and comments:image.png



Permission to delete messages and comments gives permission to delete messages and comments left by other users in the [Feed] section, on the [Feed] tab of the Notification Panel, and on the [Feed] tab of the view and edit pages of the system sections.

Please note, that there is no possibility to deny permission to users to delete their own messages and comments even if they do not have access permissions to this system operation.

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Hello Creatio team,

I manage to give access for ( Operations and Records )to this specific object from the Configuration.

Even though these changes are not reflected as can be seen in the printscreen below:

How can i overcome this problem ?

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Hello,

 

As we mentioned in the submitted case to support, we do not recommend you manually check those boxes, to properly add them please follow the steps below:

  1. In the object, permissions section add your restrictions
  2. The system will create a "copy" of the object you are working on in the current package as a reference to the original object
  3. In that copy, you will see the checkboxes checked for the chosen options from object permissions.

Please make sure to set the "Current Package" system setting to the one you are developing in.

For further questions please refer to your support case.

 

Thank you.

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Hello Creatio Community !

I created a portal Page which inherits from Application Form Edit Page. Cases workflow do not appear in portal page. Printscreeen below

In the original application form the cases appear. printscreen Below

How can this be corrected in Portal. Is this some permission issue ?

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Hello Petrika,



It's possible to add DCM panel for the portal user by following the instruction on our Community:



https://community.creatio.com/articles/enable-dcm-portal-users



Best regards,

Bogdan

Bogdan i believe the article is outdated. For example the object "Case status changed actions" didnt exist at all in nowdays versions of Creatio

Petrika,



Unfortunately, we don't have new examples of such implementation.

So, you can refer to the post by the link in the previous comment. 



Please note, that we have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.  





Best regards,

Bogdan

Bogdan,

I tried the operations described in the article and they didnt work.

I think there is some modifications that needs to be done in Operation Permissions and Object Permissions Bogdan. 

Because when i deploy the same portal page in another instance (which has an empty database) the cases appear !

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Hi Team,

 

We have this case where in to a custom Object - Project, Record permission is set to 2 specific user roles. 

  • One user role, lets say A has the right to read 
  • Second User role, lets say B has the right to edit with "Granted with Right to Delegate"

The Use case is: The Object Project has a detail called Sub-Project which is again mapped with Project object but the relationship is child-parent. 

 

Whenever a user of role creates a sub-project, fills in the required details and Click on Save, they encounter with below screenshot error message. But if we refresh the same page and again re-add the required field values, save it. It saves with no error message.

 

In our investigation, we found that whenever we disable the record permission, we don't encounter this validation. We even tried eliminating the user roles added in the record permission one after another with all probability, but it did stopped throwing the validation message until it was disabled which is not as per our functional requirement. Also to be noted, this behaviour is only observed in Sub-Project. In Projects, it works fine as expected.

 

What could be the cause for this behaviour? There as well no validation written on the edit page of that detail - Sub-Project.

 

It would be great if you could direct us to solution to fix this

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Dear Team,

We are facing an issue with the access rights for the records in the contact and account. By default, in the object permission for the contact and account, all the access are provided to the system admin and all employees and later had added the portal user in the operational permission and along with few organization roles and had provided the access as shown in the attached screenshot [Object_Permission.png] for both contact and account 

 

 As the portal user was not able to view the record even though the access was provided, we did disable the use operation permission and updated the record permission by doing that all the access for the record was removed. 

 

Later, again we enabled the use operation permission and updated the record permission, but the access wasn’t provided to the records which was removed from the previous step [Record.png]

 

There are more than 1 Lakh record in both the section, how can we provide back the access to all the records from the object permission?

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Hello Amritha,

 

We already have a support ticket regarding this issue.

Please refer to your case regarding this issue.

 

Thank you,

Artem.

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How to modify a validation message set thru the object permission with the custom one?

I want to replace the usual message

"You do not have permission to add an entry in the "<>" table"

 with,

"You do not have permission to add a file in this tab"

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It's not possible since this message is returned by the GetCanEdit method from RightsService class from this part of code:

 

if (isNew) {
				bool canAppend = (rightLevels &amp; SchemaOperationRightLevels.CanAppend) == SchemaOperationRightLevels.CanAppend;
				return rightsHelper.GetCanAppendSchemaOperationRight(schemaName)
					? string.Empty
					: (canAppend
						? string.Format(new LocalizableString("Terrasoft.Core", "Entity.Exception.NoRightFor.Insert"), schema.Caption.Value)
						: string.Format(new LocalizableString("Terrasoft.Core", "LicHelper.Exception.LicenceNotFound")));
			}

And the string is formed using the core entity exception.

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Hello Community,

 

We have the following requirement:

there are VIP contacts, which may only be edited/deleted by a certain organizational role. The contacts are considered VIP contacts if they have a certain record in a related detail table. To achieve this, I can’t use object permissions (because I can't set conditions there), but I think it will work with a business process, triggered by the creation of the detail record and removing and granting permissions on the contact with the “change access rights” process element.

But we also have the requirement, that only the mentioned role can see sensitive data like the mobile phone number. How can I achieve this?

 

Thanks,

Robert

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Hi again,

I slved the first part (revoking edit/delete permissions for VIP contacts) but still struggling with the second part (revoking read access to sensitive fields).

 

Any help on this would be highly appreciated!

Thanks,

Robert

Hello Robert,

 

If I understand right, you can refer to this guide: https://academy.creatio.com/documents/administration/7-16/managing-colu…

 

Regards,

Akira Nguyen

Phuong Akira,

Hello Akira,

thanks for the reply, but this is not solving the issue. The reason is that I have to conditionally restrict access to the field.

Only when the contact is a VIP contact (that is, if it has a certain detail record), the sensitive fields should get accessible only by a certain role.

If I use column permissions, the field (eg the mobile number) will be restricted on every contact, not just VIP contacts.

 

Thanks,

Robert

Hello Robert,

 

To solve your issue, I think you can combine some coding + business rule

1. You can code method: if usr with specific role open page, set 1 usrfield = true; else = false

2. Business rule: customer = VIP AND usrfield = true; hide mobile phone field

Sorry, I am not a coder so I cannot guide you on how to code it.



Regards,

Akira Nguyen

If the protections on data are to comply with legal regulations, then client-side hiding or editing restrictions are not enough. I don't know what Robert's requirements for this are, but suggesting client-side logic to hide sensitive data without knowing why its access needs to be restricted is dangerous.

Harvey Adcock,

Hello Harvey,

you are absolutely right and I do not want a solution to hide the data via the UI.

The requirement is not based on legal regulations, but nevertheless, I want a robust solution where the user can't access the data no matter what he/she tries (the user could add the sensitive field in the list for example).

Unfortunately, I haven't found such a solution that is doable with the means of creatio permissions.

 

Do you have an idea?

 

Thanks,

Robert

Robert Pordes,

 

It would be a nice feature, given that Creatio has the ability to do row level security on a per-user basis, but it isn't possible currently.

 

The closest thing I could think of would be to have an extension table holding the sensitive data, which has its row level security applied by the Business Process you mentioned, but from what I can tell Creatio doesn't support extension tables either, so it would be a very code-intensive process of building that functionality in Creatio first...

 

Sorry I can't be of more help, hopefully others have some better ideas.

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Hi All,

 

i have a question regarding our client Organizational roles,

so basically we already have an organizational roles and based on this organizational roles and structure, we already setup our client object permissions.

 

so there are many existing lead and opportunity with this organizational access rights.

 

then our client decide to change their organizational roles, means we need to remove some of the organization and create a new one.

 

my question is:

whats gonna happened with our existing data? what happened with their access right?

 

IF some of the users will change from the old organization to the new organization, what will happened with their previous data?

 

thanks all,

 

hope someone can give me an advic, good day.

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Dear Jordy,

 

If we are talking about the record permissions, then the users will not be able to see/edit/delete records if the role is deleted.

For example, I have a default Finance organizational role. The users who belong to it can see the contacts. If I delete Finance role, the correspondent role records from SysContactRight table will be also removed and as the result my users will not be able to see the contacts.

I'd suggest to create the new role firs, assign it to these users, update the records permissions after assigning the required rights and only then remove the old organizational role. It will prevent the users from loosing the ability to see/edit/delete the records.

Apart from that, you can test such actions on the website copy prior making any changes in the production environment.  

 

Regards,

Dean

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