I have a Contact lookup field called 'Applicant' on a custom portal section edit page, I need to populate this field with the current portal user.

 

At the moment when I create a new section record on the portal, the Applicant lookup field does not list any contacts records.

 

I do not want the portal user to be able to see anybody but her/himself in the Applicant lookup.

 

 

 

Thanks in advance,

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Hello,

 

Could you please specify how exactly you tried to set up this logic? Did you use Business Rules in the needed section? If so and it didn't work, kindly provide screenshots if the settings of this Business Rule and the edit page of the needed section from Wizard.

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Hello!

I setup Pivot table on Portal main page. And in setup it is displayed like Pivot. But when I login as portal user, I see this data like simple list. Is it possible to display Pivot on Portal?

Thank you!
Vladimir

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Hello Vladimir!

 

Thank you for bringing this question to us. By default portal users can't see Pivot tables for several reasons. First of all - they should have a feature PivotTable active (this can be done on https://YOUR_WEBSITE_DOMAIN/0/Features page).
The second reason can not be overcome in the actual version, I am afraid. It will be solved in the 8.0.7 release. Pivot tables have a different directory from other dashboards. Their path is not available for Portal users as of now.

 

Best Regards,

Dan

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When images preview works perfectly in sections, it doesn't work in the same sections on portal.
How to enable attachment preview for portal users?

Kind regards,

Vladimir

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Greetings,

Unfortunately, this is a known issue, which is already being worked on by our R&D team and will be improved within the future releases. 

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For example, if we have 100 employees and 30 of them are white-collar and the other 70 are blue-collar, how many named users and/or concurrent users might we need for Creatio Workflow?

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Hi colleagues, 

Could you please clarify what you mean by white and blue-collar employees?

Aleksei Efimenko,

Workers who work physically in an enterprise are called blue-collar, while those who work in the office and work in management are called white-collar.

My main question is: What does the user license described in Creatio mean? What rights do they have. Does every person working in the company need to have a user license? For example, is it possible to send an e-mail to a person who works in a company but does not have a user license? Or can someone without a user license interfere with a process?

Thank you

 

Haşmet Fevzi ÇAKMAK,

Users without any licenses can't even log in to the application.

But, different users can have different licenses.
For example, one user can have a license for a service product, but he will not be able to access marketing sections (like Emails and Campaigns).

Yes, there are no problems to send the email to the person who is not a Creatio licenses user, and no problem getting an answer from this person too.

If I got your question correctly - you need 30 licenses.

Please feel free to let me know if you have further questions.

Best regards, Alex.

 

 

 

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Hello!

We have several details on Portal (e.g. Product price, Contract and some custom ones).
When portal user double clicks on the record, edit page is opened.

 

But this happens only on Dev environment. When we install package to Test, it is not possible to open edit page there.

What data should be added to the package in order to open edit page for detail records?

Thank you

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As we have found, there are 2 records for one CardSchemaUId in SysModuleEdit:

Select * from "SysModuleEdit"
where "PageCaption" LIKE '%Contracts%'

So, it is necessary to bind the record, that doesn't exist in Test environment. And to this for all pages that should be opened from details

Maybe someone will give better explanation, but this works

Kind regards,
Vladimir

Hello Vladimir, 

What you did is bind the SysModuleEdit record for the page supposed to open for the portal section which was missing before. 
That's necessary to make sure you bound data from this table along with data from SysSchema, SysModuleEntity, SysModuleEntityInPortal and SysModule to make sure that the portal section and it's pages are correctly transferred. 

Kind regards,
Roman

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Currently it is necessary to bind SysModuleEntity manualy when adding new objects to 'List of objects available for portal users'

 

It would be nice to bind such objects automaticaly 

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Hi!

 

Thank you for bringing your idea to our attention!

 

I have registered it for review by the development team. They will process your suggestion and decide whether to add it to future updates of our product.

 

We appreciate your efforts to improve Creatio!

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Hello!

Could you give exact way how to add existing object (not a section, but additional one) to the portal?
 

1. I add the object to lookup 'List of objects available for portal users'

2. I add all fields of the object to lookup 'List of schema fields for portal access'
3. I add list with this object to the Main page of the portal
4. Object has no restriction of access rights (Operations and Records)

But portal user on the Main page doesn't see any data in that object - just empty list.

What else should be done?

Thank you!

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I've found that if:

1. Set Access rights by Operations
2. Give Access rights for Portal users
3. Recompile everything

Then object records are visible on Portal. 
Is it correct, that Access rights by Operations are mandatory to display object on Portal?

Hello,

 

Access rights in Creatio are distributed according to the “least access” principle. This means that portal users are prohibited from everything that is not given direct permission.

After adding an object to the "List of objects available to the portal user" lookup, you need to check the rights to create/modify/delete operations and the rights to the columns for the added objects.

You can find more details on managing access rights on the portal in the article on the Academy: https://academy.creatio.com/docs/8-0/user/more_apps/portal/manage_porta…

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Hello!

How is it better to hide specific columns (from column setup in sections and details) in Partner Portal? 
I see two options now:

- use access rights by columns (columns still present, but are empty)

- deny Portal users to setup columns in sections and details (users still can get some information using filters)

Maybe there are more better options?

Thank you!

Vladimir

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Best reply

Vladimir Sokolov,

 

What you are looking for can be achieved by adding only the columns that you want to show to the Portal users into "List of schema fields for portal access" lookup. As a result those fields won't be available on any of the dropdown list.

 

Regards,

Sourav Kumar Samal

Hi Vladimir,

We recommend hiding specific columns in the Partner Portal by the Section Wizard. 

Hi Bogdan,

we can hide columns only from the page (as far as I know), but these columns are still available in Column setup and filters, that :
1) allows client to see all internal infromation in the Portal

2) makes filter and column setup for them much more difficult (as they see all internal fields in the list)

Vladimir Sokolov,

 

What you are looking for can be achieved by adding only the columns that you want to show to the Portal users into "List of schema fields for portal access" lookup. As a result those fields won't be available on any of the dropdown list.

 

Regards,

Sourav Kumar Samal

Sourav Kumar Samal,

Thank you very much!

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Hello all,

 

I am trying to enable access for a portal user to trigger a service within Creatio. I'm following the steps as listed in this academy page but when I try to declare _baseService and publish, I receive an error saying that GlbInterviewService is "'GlbInterviewService' is a namespace but is used like a type"

 

namespace Terrasoft.Configuration.KeenGlbInterviewService
{
	using System;
	using System.IO;
	using System.Collections.Specialized;
	using System.Globalization;
	using System.Runtime;
	using System.Runtime.Serialization;
	using System.ServiceModel;
	using System.ServiceModel.Web;
	using System.ServiceModel.Activation;
	using System.Threading;
	using System.Threading.Tasks;
	using System.Web;
	using Terrasoft.Core;
	using Terrasoft.Core.Factories;
	using Terrasoft.Web.Common;
    using Terrasoft.Web.Common.ServiceRouting;
 
	#region Class: KeenGlbInterviewService
 
	[DefaultServiceRoute, SspServiceRoute]
	[ServiceContract]
	[AspNetCompatibilityRequirements(RequirementsMode = AspNetCompatibilityRequirementsMode.Required)]
	public class KeenGlbInterviewService : BaseService
	{
 
		#region Methods: Public
		private static readonly GlbInterviewService _baseService = new GlbInterviewService();
 
		[OperationContract]
		[WebInvoke(Method = "POST", RequestFormat = WebMessageFormat.Json, ResponseFormat = WebMessageFormat.Json)]
		public InterviewServiceResponse Start(InterviewServiceRequest request)
		{
			return _baseService.Start(request); 
		}
 
		[OperationContract]
		[WebInvoke(Method = "POST", RequestFormat = WebMessageFormat.Json, ResponseFormat = WebMessageFormat.Json)]
		public InterviewServiceResponse Complete(InterviewServiceRequest request)
		{
			return _baseService.Complete(request);
		}
 
		#endregion
 
	}
 
	#endregion
 
	#region DataContract
 
	[DataContract]
	public class InterviewServiceResponse : ConfigurationServiceResponse
	{
		[DataMember(Name = "isSuccess")]
		public bool IsSuccess {get; set;}
	}
 
	[DataContract]
	public class InterviewServiceRequest
	{
		[DataMember(Name = "interviewId")]
		public Guid InterviewId { get; set; }
	}
 
	#endregion
 
}

From what I can tell I've set everything up exactly as the article says but I still receive the error. Though they declare _baseService the same way. Any suggestions as to what I could be doing wrong?

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Best reply

Kevin Brady,

 

Ok, according to the error you should have the Terrasoft.Configuration.GlbInterviewService namespace in your system, but you try to create a new method that has the same name as the namespace (as well as your current class KeenGlbInterviewService has the same name as your namespace Terrasoft.Configuration.KeenGlbInterviewService). So theoretically adding "using Terrasoft.Configuration.GlbInterviewService" to your code should fix this issue, but still you need to rename either classes or namespaces since they shouldn't have the same name.

Hello Kevin,

 

I used the same exact code and created a source code in my local app and it didn't return error messages. Try recreating it and also check if the error message is returned from the source code you've shared.

Oleg Drobina,

I recreated the code and also tried pasting the above code directly back into Creatio to ensure that there weren't any changes that occurred in creating this post and I still received the error.

Kevin Brady,

 

Ok, according to the error you should have the Terrasoft.Configuration.GlbInterviewService namespace in your system, but you try to create a new method that has the same name as the namespace (as well as your current class KeenGlbInterviewService has the same name as your namespace Terrasoft.Configuration.KeenGlbInterviewService). So theoretically adding "using Terrasoft.Configuration.GlbInterviewService" to your code should fix this issue, but still you need to rename either classes or namespaces since they shouldn't have the same name.

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Hi Community,

 

I have setup a DCM on a section. But when I login from a portal user, I can see the DCM area/container but can not see the DCM bar. Is there any setting or permission that needs to be added?

 

I am using 7.18.3 Studio version. Any help would be appreciated.

 

Thanks,

Sourav Kumar Samal

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Hello Sourav, 

 

Please check the following post regarding DCM in the portal section - https://community.creatio.com/articles/enable-dcm-portal-users

 

Let me know if it answers your question,

Igor

Ihor Skohariev,

 

I have seen that article, that seems pretty old one. Does that still applicable for the Creatio version 7.18.3?

 

Regards,

Sourav

 

Sourav Kumar Samal,

 

Please create a new request for support@creatio.com, as we will need more details to investigate your case. 

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