I'm currently exploring security options within creatio, to secure the process with Password. Specifically, My goal is to restrict access to certain process by requiring user to enter password before any modifications.
Could anyone share insights or best practice to implement password protection for Process in Creatio? Are there any built-in features or recommended approces to achieve this?
Your guidance would be greatly appreciated. Thank You!
Unfortunately, we do not have this functionality at the moment. We have registered this request for our R&D team to ensure that the developers consider this request and implement it in future updates.
Unfortunately, we do not have this functionality at the moment. We have registered this request for our R&D team to ensure that the developers consider this request and implement it in future updates.
You can configure business processes to listen for changes on the specified objects: 1. The first process will listen for changes in the object's stage. 2. The second process will check if a message has been added to the related feed channel ((determining the necessary ID code of the feed object).
You can create the notification using the following parameters:
Yes. The selection of the homepage is hidden for portal workspaces but you can still add it manually to the SysWorkplace record. Create a Freedom UI homepage, then you'll have to update the SysWorkplace for the portal to add the HomePageUId of the dashboard page.
Yes. The selection of the homepage is hidden for portal workspaces but you can still add it manually to the SysWorkplace record. Create a Freedom UI homepage, then you'll have to update the SysWorkplace for the portal to add the HomePageUId of the dashboard page.
is there a way to get the product selection grid in Freedom UI mode, please ? The current way of selecting products in order is much more tedious when you need lot of products.
We have passed the feedback to the R&D team, and we would like to note that it is indeed impossible to implement your task at the moment, but the solution is being prepared for version 8.1.3. Currently, we are working on implementing a full-fledged product catalog for Freedom UI. Basically, it will be the same functionality that we have in Classic UI.
Is there an option to replace the default fields titled 'Select results' and 'Enter detailed results' in the activities calendar, which is located in the 'complete activity' mini form?
I'd like to replace these fields with ones I've created, which are available in the full-page form.
Unfortunately, it is not possible to change this popup window using the basic application tools, at this point. This can only be done through a specific development process. The code of the page on the ActivityMiniPage of the UIv2 package: The development team already considering the possibility of changing this window with basic tools in future versions of the system.
Could you provide a code snippet? Honestly, I'm not sure how to start the code. I think it should be created in the same file as the current filters, but I'm unable to find them...
In the application we are building we have necessity to have Rich Text field that need to be filled with log descriprion (400/500 characters). The content of this field is not all visible in list section. Because of this we are asking the following:
- In a list Section is it possible to increase the height of a row so that all the content of a field clould be visible to the final user (please refer to attached file)?
Right now the only possibility a final user has to see the entire content of the field is with the tooltip.
Unfortunately, this feature is not available in the basic build.
At the moment, this can only be implemented through development methods.
We've registered it in our R&D team backlog for consideration and implementation in future application releases. Thank you for helping us to improve our product.
This behavior is absolutely correct: now all the stages from DCM, which were before the current stage, are presented in the object's stage history. The previous behavior was a bag and was fixed in the current release.
To get back to old logic you may disable the feature 'SynchronizeStagesByDcm'.
There is no such option for now. However, we've registered it in our R&D team backlog for consideration and implementation in the future application releases.
When our contacts become customers, we manually change their status field value in Creatio to "Active" and assign a "Subscription Level". They are active for one year a time. We have a separate Directory website where we want these Active customers to be listed.
Questions:
Is there a built-in way to set up an event that is triggered when a record's Status = "Active" and then sends a payload of the User's information immediately (Name, email, phone, Active status, and Expiration date)? We are prepared to write some API endpoints on the Directory if necessary.
There are similar changes we need Creatio to communicate to the Directory: Change in expiration date Change of "Active" status to "Inactive" independent of expiration date. Change in Customer Package Subscription Level
The goal is to automate these update events from Creatio to the Directory via API or webhook as quickly as possible and minimize effort duplication. We're not quite sure where to start to implement something like this "in the Creatio way".
Second one - when feed's are updated that a notification is sent
