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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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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Hello community,

 

I'm trying to modify elements on a portal screen but every time I try to do that the following message is shown "Insufficient permissions to edit". 

At the bottom of the screen is displayed "You are working in read-only mode"

I have added the license for the portal user but I'm still getting this message.

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Hello,

 

Thanks for reaching out.

 

Please check Object Permission for the elements you are trying to edit. If it doesn't help, please contact us at support@creatio.com and we will review the case.

 

Best regards,

Anastasiia

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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

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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

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Hello Creatio Community !

Is it possible to add a mini page in Portal ?

I want to add the mini-page of creating an Application in portal. Printscreen below

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Hello,

Currently there is no oob functionality that can allow to use mini pages for portal users and it cannot be changed with basic system tools. 
We already have a query registered for our responsible R&D team to consider implementing this functionality in the upcoming releases.

 

You may consider implementing this functionality with a help of development, please find more information in the below article:

https://academy.creatio.com/docs/developer/interface_elements/mini_page…

Best regards,
Anastasiia

Thank you Anastasia !

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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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Hello Creatio Community!

Is there any easy way to transfer changes from section Pages the (Full User) to Portal Pages. I have created three pages as a Full User, and i want to transfer these modifications to Portal also. I want to create the same pages in Portal. Is there an easy way to do this automatically ?

Or i would have to repeat dhe same process to Portal by hand ?

Thanks !

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Hello Petrika,

That shouldn't cause any problems as the Application Form Edit Page that you are setting as the parent inherits it's properties from the base section page.

Best regards,
Dariy

Hello Petrika,
 

In order to achieve this you can go to the Advanced settings and find the page that you would like to transfer, the data type will be "Client module". Then you can copy all the content that is inside of the "Diff" array of objects and paste it into the page that you have in the portal. If there are any business rules or other differences you should copy them as well. In the portal page you should leave as it is the entitySchemaName and the details of the page, the rest should look as it looks in the page that you are transfering.

 

Best regards,

Dariy

 

Dariy Pavlyk,

Thanks for the response Dariy. I made something like this. Base Section was the parent page by default for the Application Form Portal Page.

I changed the Parent object 

In this way i inheriteted everuthing from the Application Form Edit Page . Will this bring me any kind for Problems ?

Hello Petrika,

That shouldn't cause any problems as the Application Form Edit Page that you are setting as the parent inherits it's properties from the base section page.

Best regards,
Dariy

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Hello community,

 

Can an organization (Legal Entity) be in an organizational portal structure and at the same time and in a system organizational structure?

If so, does Creatio provide an interface in which it can assign an organization (account) to an organizational structure of the system?

 

 

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Hello,

 

Such logic was implemented only for portal users since the Self-service Portal was designed only for them and they could be from different companies (from the accounts section).
 

Best regards,

Bogdan

Hello,

 

Such logic was implemented only for portal users since the Self-service Portal was designed only for them and they could be from different companies (from the accounts section).
 

Best regards,

Bogdan

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Hello Community!

Is there any easy way to transfer changes from section Pages(Full User) to Portal Pages. I have editet three pages in Lead Section, and i want to transfer these modifications to Portal also. Is there an easy way to do this automatically ?Or i would have to repeat dhe same process to Portal by hand ?

Thanks !

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Hello

I am setting up a service portal for a client

During the tests I had strange behaviours in the password recovery process.

WHat I did:

Create a test portal users with the corresponding contact.

Go to the portal login page, then  link "forgot password ?" 

Enter test user portal login name. and enter > Error cannot send email.

 - When looking in the exchangelistener service logs, I see that it is trying to send the email to the "test user login" name instead of its contact.email!!

If I replace the test portal user name with its email then it works.

 

So it really means the system is using the portal user login name instead of it s email as recipient.

 

Did anyone notice this? 

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