We're setting up access rights in our system and the contacts under "Our Company" are being assigned the access right of "all employees". How can we prevent all of our users from seeing the "Our company" account and contacts under that account? We are using record permissions for each organizational role to only see accounts and contacts within that role, but we want users to see all accounts under the organizational role of "all employees" with the exception of "our company".
If there is a need to restrict access to one specific record you can delete the access rights for this record directly on this record page with a help of "Set up access rights" option. Still the record will be available for the system administrators.
If you need to change the access rights for the contact records connected to this account, it can be done with a hep of custom business process that will read all the contact records where the Account = the_needed_account_record and with a help of "Change access rights" business element will delete or grant needed access permissions.
I'd also suggest to test the solution first on test- or dev- site before applying it in the production site.
I update the version from the marketplace, I tried to delete the previous app and reinstalled and same issues shows up. Version is Sales Enterprise 8.0.4.1870.
There is a case open in support with the access to the site if you want to check.
If you need to hide the section for some time for a specific user or group of users/role, you can simply remove the section for the needed time from a Workplace in which the user/group of users or specific user role is working and once needed add it to the Workplace again.
You may also consider creating a separate Workplace for this user/users so it will be easier to manage.
However, the user will still be able to access records or a section by a direct link for example, if you need to prevent it, we'd suggest considering changing access rights for the object for the user/user role.
If we are talking about hiding a section for a specific timeframe, for example from 4 to 5 pm each day, such implementation can be done only by means of additional development.
Please note that we do not recommend deleting this application, since there are base objects depending on it and it may resolve in issues on the site. If you don't intend using it, better to simply remove (hide) the sections from the workplaces instead of fully deleting it.
3. Customer production cloud environment is on 8.0.4
And there is object AccountAddress changed in 'Customer 360', but we cannot inhertit it cause otherwise our package will not work in production cloud. That gives us several issues
Not that I am happy there is an issue, but you are avoiding us from doing a mistake. 8.0.6 does not seem the best Creatio version (albeit going in the right direction !)
Will refrain upgrading our on-premise clients past 8.0.5 until this is properly sorted out in 8.1.x (most probably will all the changes planned, 8.1.0 will not be properly ready either, and will wait for minor fixes first...)
I can see myself wanting to transition entirely to Creatio Studio. If all components that are used on OOTB sections/objects are available in the no-code designer, it feels like it's much better to start from scratch, given no customisation ends up like anything OOTB.
I'm also hoping that there won't be performance issues for instances set up prior to 8.0.6 as it looks like so major changes of base packages on 8.1 forward
It could be considered to create a List dashboard and select object Message/comment. Put necessary columns. From here then export in excel needed information. In Message/comment there are two columns that could be used to determine to what entity and record id, feed was posted: Schema and Object instance. The only thing is that these two columns provide Id, so to have some user friendly info additional manipulation in excel should be done. This is just alternative idea.
I've added a custom button in the product in order detail in the order page. But I need to hide this detail custom button when a field, say fieldA, in the order page has the value of 0; and display the detail custom button immediately when user change the value of fieldA to a value greater than 0.
Take it brief, I need to use fieldA as a toggle. When fieldA>0, the detail custom button displays; when fieldA<=0, the detail custom button hides.
What I believe would be the best to use the business process to form links for portal users by using the first part of the link that is the same for all users and the id of the record (string+[macro]):
I see there are 2 duplicated records in SysProfileData forOrderSectionV2GridSettingsGridDataView
Select * from "SysProfileData"
Where "Key" = 'OrderSectionV2GridSettingsGridDataView'
AND "ContactId" IS NULL
AND "SysCultureId"='1a778e3f-0a8e-e111-84a3-00155d054c03'
And when I save columns setup in Order section for all users the new record is added. But when this new record in bound to the package and installed on Production site, my column setup is not applied.
How safe is it to remove existing 2 records that came out of the box?
I'm trying to do a basic forecast configuration, comparing with Opp amount total vs forecast. However, I want to have a column showing sum of the opp amount but based on probability %. For exemple, an opportunity valued at 10K with a 50% probability % is valued at 5K, one at 5K at 80% is 4K. So total expected would be 9K. Is there an option for this in the forecast?
Plan be would be to do the calculation in Opp and used that as the amount$. But I know some systems can do the option above OOB, so wondering if I just missed it. Thanks
It is indeed possible to calculate such value right inside of the forecast!
If you already have the "Opportunity amount" column in the forecast, you would need to do the following.
You would first need to add the "Probability, %" column to the forecast:
Notice that we have checked the "Hide column" checkbox since we do not want this column to be shown in the forecast table. If you want to edit it later, you can just add it back by clicking View -> List of columns:
After that, you need to add your calculated column:
Now you will be able to see the result after pressing the "Calculate" button!
On the screenshot below, the opportunity in the red rectangle has a probability of 50%, therefore the value in the calculated column is half of the real one:
Thank you for your clear reply. I thought of this, but it does not seem to work, as I want all those opportunities to be aggregated. So the calculation works on only one opportunity, but not when there are multiple opportunities, it seems because of the "sum" function on the calculation method. For example, I have 2 opportunities, assigned to 2 reps, so calculations work:
However, If I assign both opportunities to the same rep, then the % adds up to 130% and it seems to recalculate instead of just adding all the probable values:
The difference I have with your example is that I used the Contact section for my Forecast, to display sum by rep (it is a B2C use case, so accounts are irrelevant). So for that % probability, I am binding contact with opp owner, instead of doing it opp to opp like you are.
Thank you. I did not do it using the opp object because if the forecast runs on opportunity, then I will need to add all opportunities every time I want to check the forecast. I can add all opportunities now, but if new ones are created tomorrow, they will not show unless I manually add them.
