I am installing the Creatio Ms-word Plug-in. the creatio bpm tab will be visible on my MS Word. now my problem is when I try to connect the plug-in it will show a 'connection error' but I will provide the correct user name and Password.
Perhaps you are using incorrect login credentials for the Word plugin. Try using these credentials to perform a standard login on the website you specified in the plugin (screenshot attached).
Hello, The connection issues may be caused by incorrect plugin settings, network restrictions, or outdated software versions.
Preliminary Checks: - Ensure that MS Word and Creatio are updated to the latest versions. - Verify that the internet connection is stable.
Check Plugin Settings: - Open MS Word. - Navigate to the Creatio plugin settings. - Ensure that the server URL and credentials are correctly entered.
Network Restrictions: - Check if any firewall or antivirus software is blocking the connection. - Add exceptions for MS Word and Creatio in the firewall/antivirus settings.
Reinstall Plugin: - Uninstall the Creatio plugin from MS Word. - Download the latest version of the plugin from the Creatio website. - Install the plugin and configure the settings again.
I have a business case were the managers need to extract a report to identify the accounts and/or contacts group by user, where the user is either the owner of the record or the user to whom the record has been shared with. Please note that the records are visible by owner, that said, is a private model.
i.e
Contact A is owned by Sales Rep 1 (only that sales rep has visibility on it)
Sales Rep 1 shares contact A with the Sales Rep 2 granted read-only rights (now both Sales Rep 1 and Sales Rep 2 can see the record)
Both sales reps have the same manager
Manager wants to have a list grouped by sales rep to track which are the records they have to work on. Expected result should be as follows:
Sales Rep 1: Contact A, Contact M, Contact Z
Sales Rep 2: Contact A, Contact X, Contact L
Any help on how to achieve above will help me a lot!
You can create VIEW in the database (Access rights to Contact are stored in the table SysContactRight) and object based on that view. Then you can use this object for report or for tagging records.
A little bit more complicated situation is when record has access rights for group (e.g. All Employees). That means that this record is shared with more users and you need to calculatate all of them
You can create VIEW in the database (Access rights to Contact are stored in the table SysContactRight) and object based on that view. Then you can use this object for report or for tagging records.
A little bit more complicated situation is when record has access rights for group (e.g. All Employees). That means that this record is shared with more users and you need to calculatate all of them
However, we will notify the responsible team so they will check the possibilities of adding or replacing this functionality in further releases so it will became available to work with on iOS.
