Hi 

Can anyone tell me what is the functionality of the Portal message button (as highlighted in the image) present in the Cases section on portal, and where can I find its configuration in the system?

 

Thanks

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Hello Nisarg,

Could you please elaborate more on your business task?

Best regards,
Bogdan

Hi Bogdan,

As the Cases section is not present in Studio Creatio, I would want to implement the Portal message button functionality in a custom section.

Thanks

Dear Nisarg,

Unfortunately, there is no way to implement your business task.

Best regards,
Bogdan

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hi all, 

 

when i add my section "Returns" to portal it worked with me and make the "PortalReturns" Section but when i make some fields required for portal users it also makes the fields in the main section "Returns" also required and i don't need this i need the fields to be required for portal users only and here are some screenshots:

 

the portal Workplace

the Main Section Returns

 

the portal section 

and here are the portal section with the required fields 

 

and here when i login with the portal user and open a new record 

here are the issue when i get back to the main section "Returns" and open a new record .. here it makes the fields that i make in the portal required also and i don't need this i need them to  be required for portal users only 

 

thanks all 

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You can make the fields required using business rules on the portal page (and not add the rules on the section page) INSTEAD of making the actual columns required (which will make it required in all cases, on section page and portal page). 

Basically, on the portal page, add a rule to make the field required where the condition is always true - like a boolean true = true. Then it will only be required on the portal page.

Ryan

Ryan Farley,

 

thanks for your reply 

 

i understood but the condition !

what condition should i put or make in portal section ?

 

thanks

 

Ibrahim Nour El-Din,

ok  i get it and it worked with me 

thanks 

 

but i have another question Mr.Ryan 

how can i Set up portal user permissions in such a way that each portal user could see only their own requests.

that's mean i only enable record permissions ?? and what is the arrangement of the portal users in operation permissions ? last or in the first or doesn't matter 

 

thanks 

If you enable record permissions that means, by default, a user, even a portal user, will get permissions for the records they create. Nothing else is needed for them to be able to see only their own records, just by turning on record permissions.

However, what I would also add is if any portal user creates a record, then all employees can also see it, this isn't necessary for the requirement "Set up portal user permissions in such a way that each portal user could see only their own requests", but makes sense that full employee users can see all portal user records. Like this: 

For the portal users, once record permissions is enabled, you can verify by adding a record as a portal user, then in the full client view the record permissions and you should see the portal user added as read, edit, delete permissions.

Ryan

Ryan Farley,

 

thank you for this info 

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Hi Community,

 

We wanted to customize the case edit page and section in portal. Where we can modify it? Is there available section wizard? What are the client schema?

 

Thanks

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Hello Fulgen,

 

Thank you for your question!

 

Please note that the portal user cannot access the functions of the page-, detail- and section wizards. These functions can be accessed from the main system interface with administrator permissions in the following way:

  1. Enter the [ Workplace setup ] section in the system designer.
  2. Select the [ Portal ] workplace and click the [ Open ] button.
  3. Select the required section and click the [ Section wizard ] button.

The standard section wizard will open.

You may read more about the Self-service portal by the following link:

https://academy.creatio.com/docs/developer/elements_and_components/self…

 

Hope this helps!

 

Danyil

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I want to modify the profile page of portal user. But the environment gives me this error.

This development environment is fresh install and I have only create a new package in advance setting. 

The environment info - Creatio CRM - 7.16.0.4461

Has anyone also faced this issue before?

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Best reply

Hello,

 

I got the solution.

We need to add two package in our current package

  1. SSP
  2. ProtalITILService

This solved my issue.

 

Regards,

Meet

Hello,

 

I've just deployed full bundle instance of the 7.16.0.4461. There is no similar issue. The portal user profile page or organizational page and main page can be modified without any difficulties.

Try to perform these actions in the advanced settings that can help to resolve the issue:

1. Update database structure where needed

2. Generate the source code for all items

3.Compile all items

 

If there are still any difficulties, It is better to contact the support team via support@creatio.com to look into the issue in your particular environment.

 

Regards,

Dean

Dean Parrett,

ok I will try this and update here.

Ramnath

Dean Parrett,

I face same issue on trial environment of Creatio which based on cloud

 

Regards,

Meet

Hello Meet,

 

It is definitely better to approach the support team. It would be easier to debut the error in cloud instance and find the solution.

 

Regards

Dean

Dean Parrett,

 

I tried to generate source code and compile all items. But I still can not open the Portal User profile page  to modify it.

I will have to contact support team for further help.

Thanks

 

Ramnath

Hello,

 

I got the solution.

We need to add two package in our current package

  1. SSP
  2. ProtalITILService

This solved my issue.

 

Regards,

Meet

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Hi Community,

 

I need to customize Portal Dashboard by adding a new div/block which will show like below

 

 

Above div/block is rolling news and will be show on top of portal dashboard, News will be fetch from 3rd party API.

What file and how should be customize for achieving this requirement?

 

Any help will be highly appreciable.

 

Regards

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Hello Muhammad,

 

You can create "Web-page" dashboard that will display data and layout of some 3rd-party website where you can apply changes you need using HTML-code (create these blocks, adjust blocks layout, fill in those blocks with needed data and so on). And as a result all portal users will see a separate web-page in this dashboard (as an IFrame) and will be able to browse it and your business task will be achieved.

 

Best regards,

Oscar

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Hi Community,

From "UsrPortalDashboardCSS" the code is working fine. Whatever css defined its applying everywhere in list/detail/edit views of CRM and Portal (globally).

In code under "BootstrapModulesV2" I'm checking if current user is portal user than only apply CSS. same logic is working fine on other pageV2 for example "AccountPageV2" but the problem is that, CSS only applying on Account Section.

Below code is not working on "BootstrapModulesV2" console log is also not showing output.

Any help will be highly appreciable.

Below is sample code from "BootstrapModulesV2"

define("BootstrapModulesV2", ["css!UsrPortalDashboardCSS"],
function() {
	return {
		methods: {
			init: function() {
				this.callParent(arguments);
				this.initializeCustomCSS();
			},
			initializeCustomCSS: function() {
				var CurrentUser = this.Terrasoft.isCurrentUserSsp();
 
				if(CurrentUser === true){
					this.console.log("Current User is portal user");
					Terrasoft.utils.dom.setAttributeToBody("CustomUIPortalUser", true);
				}
				else {
					this.console.log("Current User is not portal user");
					Terrasoft.utils.dom.setAttributeToBody("CustomUIPortalUser", false);
				}
			}
		}
 
	};
});

 

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Hello! 

You can try using the code from the article below, inserting "All portal users" in the role name. 
https://customerfx.com/article/determining-if-a-user-has-a-specific-role-in-bpmonline/

Dennis Hudson,

This code is also not working

Below is my code in custom "BootstrapModulesV2"

define("BootstrapModulesV2", ["css!UsrPortalDashboardCSS", "css!UsrCRMDashboardCSS"], function() {
	return {
		methods: {
			init: function() {
				this.callParent(arguments);
				this.getCurrentUserRolea();
			},
			getCurrentUserRolea: function() {
				// Check if the user is in the "Accounting" role
				// this could be any role name, for example "All employees"
				var roleName = "All portal users";
 
				// create the query for SysUserInRole 
				var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
					rootSchemaName: "SysUserInRole"
				});
				esq.addColumn("SysRole");
 
				// add filter for current user
				esq.filters.add("UserFilter", Terrasoft.createColumnFilterWithParameter(
					Terrasoft.ComparisonType.EQUAL, "SysUser", Terrasoft.SysValue.CURRENT_USER.value
				));
 
				// add filter for role name, joining to SysRole (which is where the name is stored)
				esq.filters.add("RoleFilter", Terrasoft.createColumnFilterWithParameter(
					Terrasoft.ComparisonType.EQUAL, "SysRole.Name", roleName
				));
				// now get the results
				esq.getEntityCollection(function(result) {
					if (!result.success || result.collection.getItems().length === 0) {
						// the user is *not* in the role 
						// do something here if needed
						Terrasoft.utils.dom.setAttributeToBody("CustomUIPortalUsera", true);
					}
					else {
						// the user *is* in the role
						// do whatever is needed here
						Terrasoft.utils.dom.setAttributeToBody("CustomUIPortalUsera", false);
					}
				}, this);
			}
		}
	};
});

 

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Hi Community,

Is there a way we can customize the portal signup page, from there we want to have additional fields and add the attachments detail.

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Dear Fulgen,

You can edit the SSPLogin.aspx page located in the application folder. But it may not be possible to add the attachments detail. If you want the users to download some files, it is better to add some urls to download them from your local resource.

Dean

Dean Parrett,

Hi Dean,

What the client wants is that they can upload attachment right away on the portal signup page.

Dear Fulgen,

There is no way to attach the files on the login page. It can only be done as with the help of separate development project and we do not have any examples of similar implementation.

Regards,

Dean

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