Hello!



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.



What else should be done?



Thank you!

Like 0

Like

2 comments

I've found that if:



1. Set Access rights by Operations

2. Give Access rights for Portal users

3. Recompile everything



Then object records are visible on Portal. 

Is it correct, that Access rights by Operations are mandatory to display object on Portal?

Hello,

 

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.



You can find more details on managing access rights on the portal in the article on the Academy: https://academy.creatio.com/docs/8-0/user/more_apps/portal/manage_porta…

Show all comments

Hello!



How is it better to hide specific columns (from column setup in sections and details) in Partner Portal? 

I see two options now:

- use access rights by columns (columns still present, but are empty)

- deny Portal users to setup columns in sections and details (users still can get some information using filters)



Maybe there are more better options?



Thank you!

Vladimir

Like 0

Like

4 comments
Best reply

Vladimir Sokolov,

 

What you are looking for can be achieved by adding only the columns that you want to show to the Portal users into "List of schema fields for portal access" lookup. As a result those fields won't be available on any of the dropdown list.

 

Regards,

Sourav Kumar Samal

Hi Vladimir,



We recommend hiding specific columns in the Partner Portal by the Section Wizard. 

Hi Bogdan,

we can hide columns only from the page (as far as I know), but these columns are still available in Column setup and filters, that :

1) allows client to see all internal infromation in the Portal

2) makes filter and column setup for them much more difficult (as they see all internal fields in the list)



Vladimir Sokolov,

 

What you are looking for can be achieved by adding only the columns that you want to show to the Portal users into "List of schema fields for portal access" lookup. As a result those fields won't be available on any of the dropdown list.

 

Regards,

Sourav Kumar Samal

Sourav Kumar Samal,

Thank you very much!

Show all comments

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?

Like 0

Like

3 comments
Best reply

Kevin Brady,

 

Ok, according to the error you should have the Terrasoft.Configuration.GlbInterviewService namespace in your system, but you try to create a new method that has the same name as the namespace (as well as your current class KeenGlbInterviewService has the same name as your namespace Terrasoft.Configuration.KeenGlbInterviewService). So theoretically adding "using Terrasoft.Configuration.GlbInterviewService" to your code should fix this issue, but still you need to rename either classes or namespaces since they shouldn't have the same name.

Hello Kevin,

 

I used the same exact code and created a source code in my local app and it didn't return error messages. Try recreating it and also check if the error message is returned from the source code you've shared.

Oleg Drobina,

I recreated the code and also tried pasting the above code directly back into Creatio to ensure that there weren't any changes that occurred in creating this post and I still received the error.

Kevin Brady,

 

Ok, according to the error you should have the Terrasoft.Configuration.GlbInterviewService namespace in your system, but you try to create a new method that has the same name as the namespace (as well as your current class KeenGlbInterviewService has the same name as your namespace Terrasoft.Configuration.KeenGlbInterviewService). So theoretically adding "using Terrasoft.Configuration.GlbInterviewService" to your code should fix this issue, but still you need to rename either classes or namespaces since they shouldn't have the same name.

Show all comments

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

Like 0

Like

3 comments

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. 

Show all comments

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.

Like 0

Like

1 comments

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

Show all comments

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

Like 2

Like

1 comments

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

Show all comments

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

Like 0

Like

2 comments

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 !

Show all comments

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 ?

Like 0

Like

4 comments

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 !

Show all comments

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 !

Like 0

Like

3 comments
Best reply

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

Show all comments

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?

 

 

Like 0

Like

1 comments
Best reply

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

Show all comments