I am using Creatio Studio Product (V.8.1.2.3941) and license "bpmonline self-service portal on-site subscription". I want to create a new section and page for a new object that I developed. This object will be available in Portal workplace. I created the portal screen using classic UI but it doesn't appear in the workplace setup for "External users". The only screen that Portal users can view is "Knowledge Base" screen which came with Creatio's product.
I read the Creatio documentation in "https://academy.creatio.com/docs/sites/academy_en/files/pdf/node/2088/C…" and it says that: "If you use the self-service portal, you can modify the existing portal sections but cannot add new sections.". How can I make my screen for my new created object available for portal users?
Unfortunately, according to the basic logic of our application, you cannot see any custom sections on the portal within the limitations of self-service portal license. You can find more details in this article.
how can we make column non/editable for portal users?
We have editable detail and column Requested amount, that should be editable for external users and non-editable for system users.
And column Confirmed amount, that should be editable for system users and non-editable for external users.
We use business rules based on calculated attribute (from Terrasoft.isCurrentUserSsp) for pages - it works perfectly. But it doesn't work in editable details
Desired permission set up can be achieved via column permissions in the object permission settings. Step-by-step guide on the column permission set up available on Creatio Academy.
Thank you, it can be used, but it doesn't give visual 'lock' for column, only an error after saving. Besides, column permissions requires to define each column of the object (at least, for the portal), that is not the best approach
I am working on Freedom UI interfaces for a client's self service portal. However our portal users are unable to open the User profile page to make changes to their information. When they click on the button in the top right where their user icon is, the portal user receives an endless loading screen.
The problem does not occur for internal users so I don't believe it's an error on the page. I can't find a permission related to it. Seems strange that portal users wouldn't be able to edit their profile
Try the following steps: 1. Log in to your site (not portal) under Supervisor 2. Go to System Settings and select Enable2FA 3. Check the checkbox 'allow reading for portal users' 4. Have the portal user clear the cache and cookies in the browser and try to enter User profile again
Try the following steps: 1. Log in to your site (not portal) under Supervisor 2. Go to System Settings and select Enable2FA 3. Check the checkbox 'allow reading for portal users' 4. Have the portal user clear the cache and cookies in the browser and try to enter User profile again
Can you advise if there is a limitation on Partner External Portal to do signup page with file attachments during signup process. How is the best approach to do self registration portal.
I hope there is no limitation to this even if it require development efforts
We would like to display Section Analytics Dashboards in the portal, but we are having trouble making them appear. I have been able to get the Dashboard button to appear in our custom section, and it opens the Dashboard view, but no dashboards appear even though I have set the permissions for external users to view the dashboards.
The Main Portal page displays analytics dashboards, so what must be done to allow the Section Analytics Dashboards to display in the portal. Is there a certain file or files that must be overridden and altered to allow for the display of the dashboards, and if so, which files and methods? Any guidance would be much appreciated!
If Creatio wants this product to be adopted by Enterprise level customers, you will want to have this capability. In today's world of security, I'm shocked and frankly dismayed that your CISO and CTO don't have this on your roadmap. unbelievable.
According to the article, it is recommended to disable login for non-portal users on the portal server, which means that even the Supervisor will not be able to log in.
What I believe would be the best to use the business process to form links for portal users by using the first part of the link that is the same for all users and the id of the record (string+[macro]):
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 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.
