Hello
Im trying to set the self registration for external users but the license is not distribution automatic can you help me to know how can I configure that?

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I believe this is set in the web.config SspUserRegistrationLicPackage key (unless that has changed at some point). 

If this is an on-site application modify web.config file in Terrasoft.WebApp folder:

<add key="SspUserRegistrationLicPackage" value ="License name here" />

If this is cloud application contact creatio support and they can add that.

Ryan

Hi Ryan, thank you 

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Hello!



1) How is it possible to perform password import from Excel? When I add a column 'Password' to the Excel file import doesn't start.

I would like to import users, set some default password (the same for everyone or equal to username). Is it possible to do with Import, Process or SQL script?

 

2) How is it possible to send invitation email to all portal users imported from Excel? Can any Business process do that?

 

I cannot imagine how to make this manualy for hundreds users



Thank you.

Vladimir

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As for importing the passwords, yes, it is possible. However the column cannot be named "Password". If you name the column in the Excel file "Passwd" or something other than Password, you can import the passwords. Also useful to check the box for reset password so they're prompted to change it from the default on first login.

You'll also need to import to Users in Roles to add them to All employees role as well, last I checked that doesn't happen automatically from an import of users. 

I have a write up of importing users from Excel here: https://customerfx.com/article/importing-users-into-creatio-formerly-bp…

As for an email of some kind, I don't recall if you can use a signal in a process for a record added to SysAdminUnit, however, you could do it from a signal from a record added in Contact where a SysAdminUnit record exists (with a Type=4) and trigger a process from that (since importing the user will also create the contact). I believe that would work, although I've not tried it.

Ryan

As for importing the passwords, yes, it is possible. However the column cannot be named "Password". If you name the column in the Excel file "Passwd" or something other than Password, you can import the passwords. Also useful to check the box for reset password so they're prompted to change it from the default on first login.

You'll also need to import to Users in Roles to add them to All employees role as well, last I checked that doesn't happen automatically from an import of users. 

I have a write up of importing users from Excel here: https://customerfx.com/article/importing-users-into-creatio-formerly-bp…

As for an email of some kind, I don't recall if you can use a signal in a process for a record added to SysAdminUnit, however, you could do it from a signal from a record added in Contact where a SysAdminUnit record exists (with a Type=4) and trigger a process from that (since importing the user will also create the contact). I believe that would work, although I've not tried it.

Ryan

However, the one thing you can't do from an import of users, is set their license. You'll have to do that manually after the import. 

It's not so bad though, in the System Users section you can select all the imported users and then select "Grant license" from the Actions menu. You can also do it in the License Manager (add multiple users to a license at once)

Ryan

Ryan Farley,

Thank you for such a detailed description! That helps a lot!



Kind regards,

Vladimir

I also add 'Administrator for organization on the portal' in “User in roles” for portal organization administrators

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Hello,

 

I am trying to enable a web service for a portal user. When I try to trigger the service however, I receive a 500 Error. 

When I trigger the service using an internal user account, the service triggers with no issues. My test portal user however receives the error. To me that says portal users are unable to trigger a batch query but I've been unable to find anything that says it for sure. Is there a setting I need to adjust?

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Hello,



Please make sure that portal users have access to your web service.



More details on the academy website:



https://academy.creatio.com/docs/developer/application_components/porta…



https://academy.creatio.com/docs/developer/application_components/porta…

Cherednichenko Nikita,

I have followed the provided academy pages. Though when trying to compile, I receive the errors.

 

" The type or namespace name 'SspServiceAccess' could not be found (are you missing a using directive or an assembly reference?)"

 

"The type or namespace name 'SspServiceAccessAttribute' could not be found (are you missing a using directive or an assembly reference?)"

Try to generate source code for all schemas and run compilation again.

After generating source code for all schemas and compiling again, I am still receiving the same errors. Is there a namespace I am missing?

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.Configuration.GlbInterviewService;
	using Terrasoft.Web.Common;
    using Terrasoft.Web.Common.ServiceRouting;
 
	#region Class: KeenGlbInterviewService
 
	[DefaultServiceRoute] 
	[SspServiceRoute]
	[SspServiceAccess(nameof(BatchQuery))]
	[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
 }

 

Please see another community post:

https://community.creatio.com/questions/call-web-service



Perhaps there is an answer to your question.

Cherednichenko Nikita,

Thank you for the recommended page. However I have already looked through this page and it makes no mention of using SspServiceAccess which is the piece I'm having difficulty with.

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Hi Team,

 

I am trying to read the current user's role by using the following custom logic.

GetCurrentUserRole: function(){
				var scope = this;
				var esq = Ext.create("Terrasoft.EntitySchemaQuery", {rootSchemaName: "SysUserInRole"});
				esq.addColumn("SysRole");
				esq.filters.add("UserFilter", Terrasoft.createColumnFilterWithParameter(
    				Terrasoft.ComparisonType.EQUAL, "SysUser", Terrasoft.SysValue.CURRENT_USER.value
				));
				esq.getEntityCollection(function(result) {
					if (!result.success || result.collection.getItems().length === 0) {return;}
					result.collection.each(function(item) { 
						var role = item.get("SysRole");
						var roleName = role.displayValue;
						var roleId = role.value;
						this.console.log("roleName: ",roleName);
					});
				}, this);
				return true;
			},

The above code works perfectly fine while logged in as a Normal user, but the same doesn't work for Portal users. For portal users, the "roleId" variable gives the correct Id but the variable "roleName" shows as a blank string("") because it is not reading the displayValue.

 

To address the issue, I have added "SysUserInRole" and "SysAdminUnit" in the lookup named "List of objects available for portal users". Also the Object permissions for both the tables are default. But still no luck in getting the desired output.

 

Request any suggestions or additional steps that I need to perform to get the displayValue of current user role while logged in as a portal user.

 

Regards,

Sourav Kumar Samal

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Hi Sourav,

 

I was able to achieve the result needed by adding the "System administration object" schema to the "List of objects available for portal users" lookup and relogin under the portal user. Try the same approach on your side, it should work.

Hi Sourav,

 

I was able to achieve the result needed by adding the "System administration object" schema to the "List of objects available for portal users" lookup and relogin under the portal user. Try the same approach on your side, it should work.

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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,

 

I'm trying to display the detail DocListInFinApp in Applicaton section. I added access for portal users but I get the following error:

 

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Hello,

 

Please note that you should register such questions as Cases for our Support team, as we will need to check your instance to see what the problem is. So please, register a new case and provide us with all the details there.

 

Kind regards,

Mira

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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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I can not access users from portal in feed. In the screenshot below i am logged in as a portal user.

I can only access one user, the one that i am logged in

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Hello Petrika, 

 

Please check whether you portal user has the needed access rights and can access other Contacts records, the issue may occur if the user doesn't have access to the Contacts records.

 

Best regards,

Anastasiia

Hello Petrika, 

 

Please check whether you portal user has the needed access rights and can access other Contacts records, the issue may occur if the user doesn't have access to the Contacts records.

 

Best regards,

Anastasiia

That was the issue. Thank you Anastasiia

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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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