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...MoreLess

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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...MoreLess

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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...MoreLess

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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.creati...MoreLess

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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...MoreLess

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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...MoreLess

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...MoreLess

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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...MoreLess

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Hi 

Can anyone tell me what is the functionality of the Portal message button (as highlighted in the image) present in the Cases section on portal, and where can I find its configuration in the system?

Thanks

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Hello Nisarg,



Could you please elaborate more on your business task?



Best regards,

Bogdan

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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...MoreLess

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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...MoreLess

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Hi Community,

We wanted to customize the case edit page and section in portal. Where we can modify it? Is there available section wizard? What are the client schema?

Thanks

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Hello Fulgen,

Thank you for your question!

Please note that the portal user cannot access the functions of the page-, detail- and section...MoreLess

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