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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5 comments

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,

 

I have some problems in Portal Users.

These users create several activities and put attachments in the same activities, but the problem is, the portal users cannot access these attachments and the rest of the users can.

 

Can you help me understand why the portal users are unable to see attachments?

 

Thanks,

Tiago Sousa

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Dear Tiago, 

Can you please contact us via an email and provide us with a detailed information on this issue?
Cause it's hard to provide you with valuable recommendations without the details.

Kind regards,
Roman

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Hello Colleagues,

 

In a process I need to publish some articles or info regarding some specific contacts in Customers. Those are specifically to one contact in the account.

 

I get the contact id, but don't know how to get the id of the user that belongs this contact to could add permissions to the article in the knowledge base,

 

Some ideas, please?

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Dear Julio,

 

In general - it is not possible. Theoretically you can read the system administration object and get the contact id. Anyway that will not help since the processes do not work with table that stores users due to security reasons. 

Instead you can use the change rights element and grant the rights for employee. It allows to work with user contacts. The rights are assigned to the users through their contacts, so you can select the required contact and assign the necessary rights. 

 

Regards,

Dean

Dean Parrett,

Thanks Dean,

 

it's possible, I did it, see here https://prnt.sc/10j4kvf

 

With the "contactID" you read on "System users (view)" where Contact = contactID, in the result record the Id is the "user Id" you can use later to assign permission to read the article.

 

I understand what you expose, but I check it and works fine, I check the permissions in the article and are as I need, also the user connect to portal and can read the article

 

Thanks again

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Hi All,

I've noticed something strange happening when notifications are created by a portal user and assigned to a Creatio user.

I've created a business Process, triggered when a lead is created in the Partner Portal by a Partner user. This process creates and assigns a notification to the partner manager. 

When a lead is created, the partner manager gets the indication he has a new notification, however when he checks the notification section no new notifications are present.

If the partner manager then triggers a process that creates a new notification assigned to itself (ex: Create Opportunity from Lead v7.8.0), a notification is created plus the previous expected notification is also shown.

Both notifications work fine and navigate to the correct record as expected. It feels like the issue is just with showing the notification. 

 

As anyone seen anything like it? 

 

Thanks,

Tiago

 

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How do you add a notification? Give the code or іschema process?

Hi Grigoriy, 

 

I created the following business process.

This process is triggered by a Portal user and creates a notification (step: Notify Partner Owner) assigned to the the partner owner, an internal user. 

I've copied the Step: notify Partner Owner from Business Process: Create Opportunity from Lead v7.8.0 > Step: Opportunity Notification. 

 

The Notification is created, just not shown until the Internal user triggers a process that creates a notification. 

 

 

 

Best regards,

Tiago

Tiago Carvalho,

Dear Tiago,

 

Can you please specify if the portal user can view notifications in notification panel? Or you expecting only popup?

 

Best regards,
Angela

Hi Angela,

 

The Portal user can't view notifications in the notification panel.

However the notification is addresses to the portal user manager (a company user) who can see the notifications. 

 

This user, see the warning that a there's a new notification. 

 

but when opening no new notification is shown. 

 

If this user triggers then triggers Business the Process: Create Opportunity from Lead v7.8.0. The process creates a new notification (Opportunities) and the previous hidden notifications are shown (Leads). 

 

I hope it makes sense.

 

Thanks,

Tiago

 

 

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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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In the screenshot I can not see the notification panel on Portal Workspace when portal user logs in. I want it to be visible to portal user in case of notification comes. Or else if there is another approach to notify portal user then please suggest.

Thanks

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Hello Ramnath, 

Unfortunately, there is no OOB tools or information about partner customizations available which would add the notification panel for the portal user.
We will pass this request as an idea to the responsible R&D team so they will consider the possibility of adding the requested functionality in future Creatio releases. 

Kind regards,
Roman

Roman Brown,

I wanted the notification panel on Portal Workspace for process/requests he need to complete. The process has a pre-configured page. Which needs to be filled by Portal user. But process will only show in notification. Not in the Case I build on the section page. 

Is there any other way to notify user to access and complete the process.

Thanks

Ramnath

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Hi,

I need one clarity.

When the user clicks on the emojis in feedback email sent to customer, for displaying the "Feedback" page with provision to enter comments and submit, do one portal license need to be given to "SysPortalConnection" user? 

is this a mandatory thing? Any workarounds by not giving the portal license?

 

Thanks

Krishna

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Hello Krishna,

 

Yes, you should distribute a portal license to the SysPortalConnection Creatio portal user to set up the customer satisfaction evaluation. 

 

You can find more detailed instruction on how to configure Customer Satisfaction (CSAT) evaluation in the following Creatio Academy article: https://academy.creatio.com/documents/customer-center/7-15/customer-sat…

 

Please, let us know in case you have any further questions. 

 

Best regards, 
Olga Avis. 

Olga Avis,

Thanks Olga

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Hi,

In OpportunityPageV2 using custom code I'm checking the type of current user successfully.

			initializeCustomCssOpportunityPageV2: function() {
 
				var currentUser = Terrasoft.SysValue.CURRENT_USER.value;
				var sysAdmins = "720b771c-e7a7-4f31-9cfb-52cd21c3739f";
				var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
					rootSchemaName: "SysUserInRole"
				});
				esq.UseAdminRights = false;
				esq.addColumn("SysRole");
				esq.addColumn("SysUser");
				esq.filters.add("SysUser", Terrasoft.createColumnFilterWithParameter(
					Terrasoft.ComparisonType.EQUAL, "SysUser", currentUser));
				esq.filters.add("SysRole", Terrasoft.createColumnFilterWithParameter(
					Terrasoft.ComparisonType.EQUAL, "SysRole", sysAdmins));
				esq.getEntityCollection(function(response) {
					if (response.success) {
						var result = response.collection;
						var isPortalUser = (result.collection.length !== 0);
						if (isPortalUser) {
							Terrasoft.utils.dom.setAttributeToBody("CustomUIOpportunityPageV2", true);
						} else {
							Terrasoft.utils.dom.setAttributeToBody("CustomUIOpportunityPageV2", false);
						}
					}
				}, this);
			},

 If current user is portal user than "CustomUIOpportunityPageV2 = true" otherwise "CustomUIOpportunityPageV2 = false"

In css code its identifying "CustomUIOpportunityPageV2 = true" for portal user and applying the css successfully but its not identifying "CustomUIOpportunityPageV2 = false" when current user is not portal user and not applying css

body[OldUI=false][CustomUIOpportunityPageV2="true"] {
	.grid-captions {
		background: black !important;
	}
}
[CustomUIOpportunityPageV2="false"] {
	.grid-captions {
		background: blue !important;
	}
}

 

How can css for non portal user should work?

Any help will be highly appreciable

 

Regards

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Hi Muhammad,

I checked on my end - the given CSS works both with true and false value so I assume that your code is giving wrong value. You can open chrome debugging tools and put a break point to check which value you are setting.

To check if the current user is portal or not you can use Terrasoft.isCurrentUserSsp() function instead of the provided snippet.

Regards,
Dmytro

Dmytro Smishchenko,

Thanks for suggestion, its working in  "OpportunityPageV2"

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.

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);
				}
			}
		}
 
	};
});

 

Muhammad Shajiuddin,

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

This is because the BootstrapModulesV2 simply returns an empty object, it does not have an init method so your code is never getting called. You can try a different schema to add this to such as MainHeaderSchema and use the init or onRender.

Ryan

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Can you set up a dashboard for portal users such as on the Case Message History object?

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Dear Mitch,

Yes, such dashboard can be added, however you should note that Case Message History contains not only portal messages but also emails, system messages and status changes so you should filter records that user should see. 

Best regards,
Angela

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Hi Community,

How can I automatically distribute license to portal user upon self registration? I already followed below set up from Academy but upon self registration license was not distributed to the user

https://academy.creatio.com/documents/portal/7-14/user-self-registration-portal#XREF_95669

 

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Hello Fulgen,

If this is an on-site application you need to modify Web.Config file in Terrasoft.WebApp folder:

<add key="SspUserRegistrationLicPackage" value ="bpmonline Customer Portal On-Site" />

If this is cloud application - please contact creatio support team and tell the the name of the application where you want to make this change.

Regards,

Oscar

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