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!
This is an expected behavior of the system.
As for now, there is no way to add a "Dashboards" section to a portal and we have a suggestion created for our R&D team on this topic.
It doesn't depend on the type of portal license distributed to the user and it can't be done via OOB tools.
Currently, dashboards can be added only to the portal main page, using the "Set up portal main page" tool in the system designer.
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.
1. Integrations only work through OAuth, as the integration cannot pass the second factor.
3. Additional configuration of the mobile application is required - the mobile app utilizes the system setting MobileExtendedAuthenticationUrl.
3. Only one authentication provider is allowed (provider with built-in second factor).
4. The provider must be registered with the name "InternalUserPassword" for the proper functioning of password expiration checks.
5. Not supported for portal users.
6. There is no possibility to specify which users require a second factor. It is enabled for all users.
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.
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?
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?
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.
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?
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.
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.
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.
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.
