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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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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Hi Community,

 

I need to customize Portal Dashboard by adding a new div/block which will show like below

 

 

Above div/block is rolling news and will be show on top of portal dashboard, News will be fetch from 3rd party API.

What file and how should be customize for achieving this requirement?

 

Any help will be highly appreciable.

 

Regards

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1 comments

Hello Muhammad,

 

You can create "Web-page" dashboard that will display data and layout of some 3rd-party website where you can apply changes you need using HTML-code (create these blocks, adjust blocks layout, fill in those blocks with needed data and so on). And as a result all portal users will see a separate web-page in this dashboard (as an IFrame) and will be able to browse it and your business task will be achieved.

 

Best regards,

Oscar

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Hi Community,

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.

Below is sample code from "BootstrapModulesV2"

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);
				}
			}
		}
 
	};
});

 

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Hello! 

You can try using the code from the article below, inserting "All portal users" in the role name. 

https://customerfx.com/article/determining-if-a-user-has-a-specific-role-in-bpmonline/

Dennis Hudson,

This code is also not working

Below is my code in custom "BootstrapModulesV2"

define("BootstrapModulesV2", ["css!UsrPortalDashboardCSS", "css!UsrCRMDashboardCSS"], function() {
	return {
		methods: {
			init: function() {
				this.callParent(arguments);
				this.getCurrentUserRolea();
			},
			getCurrentUserRolea: function() {
				// Check if the user is in the "Accounting" role
				// this could be any role name, for example "All employees"
				var roleName = "All portal users";
 
				// create the query for SysUserInRole 
				var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
					rootSchemaName: "SysUserInRole"
				});
				esq.addColumn("SysRole");
 
				// add filter for current user
				esq.filters.add("UserFilter", Terrasoft.createColumnFilterWithParameter(
					Terrasoft.ComparisonType.EQUAL, "SysUser", Terrasoft.SysValue.CURRENT_USER.value
				));
 
				// add filter for role name, joining to SysRole (which is where the name is stored)
				esq.filters.add("RoleFilter", Terrasoft.createColumnFilterWithParameter(
					Terrasoft.ComparisonType.EQUAL, "SysRole.Name", roleName
				));
				// now get the results
				esq.getEntityCollection(function(result) {
					if (!result.success || result.collection.getItems().length === 0) {
						// the user is *not* in the role 
						// do something here if needed
						Terrasoft.utils.dom.setAttributeToBody("CustomUIPortalUsera", true);
					}
					else {
						// the user *is* in the role
						// do whatever is needed here
						Terrasoft.utils.dom.setAttributeToBody("CustomUIPortalUsera", false);
					}
				}, this);
			}
		}
	};
});

 

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Hi Community,

Is there a way we can customize the portal signup page, from there we want to have additional fields and add the attachments detail.

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Dear Fulgen,

You can edit the SSPLogin.aspx page located in the application folder. But it may not be possible to add the attachments detail. If you want the users to download some files, it is better to add some urls to download them from your local resource.

Dean

Dean Parrett,

Hi Dean,

What the client wants is that they can upload attachment right away on the portal signup page.

Dear Fulgen,

There is no way to attach the files on the login page. It can only be done as with the help of separate development project and we do not have any examples of similar implementation.

Regards,

Dean

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