Hello Ricardo,

Hope you're doing well.

If I understood your business task correctly, for this purpose you can use the "Access rights setup wizard for Creatio" add-on. Please find more details about the mentioned add-on in the link below:

• https://marketplace.creatio.com/app/access-rights-setup-wizard-creatio

Additionally in the next articles, you will be able to find useful information about the working process with the Creatio portal:

• https://academy.creatio.com/docs/developer/elements_and_components/self…
• https://academy.creatio.com/docs/user/more_apps/portal/working_with_por…

Best regards,

Roman

Roman Rak,

Dear Roman,

I have just installed Access rights setup wizard for Creatio.

After selecting some accounts, clicking on "Set up access rights", and choosing permanent (or temporary) righs the system shows "loading" and never returns... Am I missing anything ?

Dear Ricardo,

Please make sure you have followed the installation and user guide:

https://marketplace.creatio.com/sites/marketplace/files/app-guide/Acces…

Kind regards,

Roman

Dear Roman, 

Here you go:

Implementation instructions

1. Contact the support service to install a package with the [Access rights] business process or install it manually using the [Installed applications] link in the system designer.

I installed via the the [Installed applications] link in the system designer.

2. Record access rights configuration is carried out by clicking the [Actions] button in the section list. To configure access rights:

a. The user who makes the configuration must have the access rights to the [CanManageAdministration] system operation.

b. The user must be a member of the [System Administrators] organizational role.

I am using the  Supervisor user,  which has the needed access rights.

Any other recommendation ?

Regards,

Ricardo Bigio,

I had the same issue with this package. I believe it started working after I logged out and back in again (a refresh wasn't enough). I might have also compiled the workspace as well.

Ryan

I recompiled the workspace, and now I have another problem: I can grant access rights for a selection of  accounts (If I open each account individually, I can see that the access was granted). But If I select the same group os accounts (with "Select multiple records" / "Set up access rights" / ")  nothing is shown in the "Granted rights"detail, as if the rights were not granted. 

Dear Shivani,



When you add a web link or object link to your template, they are saved in Html code of an indicated template in <a href="">name</a> tag. The link in a tag is static and within template transfer, it will not be changed. 

This functionality did not include the logic of creating all-purpose links, which would work when migrating templates to another environment.

This has been already reported to our R&D team so they can work on implementing the needed logic upon future releases.



Best Regards,

Ivanna Yatsura

Ivanna Yatsura,

Hi Ivanna. Follow up question reg Package installations and entity events - https://community.creatio.com/questions/do-package-installations-trigge…



Request your inputs. 

M Shrikanth,

You will be updated on the corresponding post shortly.



Best Regards,

Ivanna Yatsura

Hi Ricardo,

Yes, you can add CSS to a page and then can set the color of a field using the CSS. See https://customerfx.com/article/adding-custom-css-style-sheets-in-bpmonl…

Ryan

Hello Ricardo,

As was correctly mentioned by Ryan, for this purpose you need to add CSS, where you will be able to configure any colors your business task requires. Additionally to the article which was kindly shared above, the next articles can be helpful as well:

• https://community.creatio.com/questions/how-change-background-color-field-page
• https://community.creatio.com/questions/color-alternate-records-grid-view-detailtile-view
• https://community.creatio.com/articles/adding-custom-css-mobile-application (for mobile)
• https://community.creatio.com/questions/how-add-custom-style-control-page-based-condition
• https://community.creatio.com/questions/animation

Kind regards,

Roman

Hello, Ricardo.

The [Open edit page] process element only opens the standard section pages, like the opportunity record page. "OpportunityProductPageV2" is considered a custom page, therefore only the [Pre-configured page] process element can open it.

That said, the "OpportunityProductPageV2" includes an [Opportunity] field users cannot fill out, therefore you might want to consider creating a similar page from scratch using the [Auto-generated page] element instead.

You can learn more about the [Pre-configured page] and [Auto-generated page] elements here:

https://academy.creatio.com/docs/user/bpm_tools/process_elements_reference/user_actions/pre_configured_page_process_element

https://academy.creatio.com/docs/user/bpm_tools/process_elements_reference/user_actions/auto_generated_page_process_element/

Best regards,

Bogdan S.

This article has a similar example process that changes access rights based own the owner field. You'd do something similar where you'd trigger the process off a change in the type field and then set access rights of the record accordingly. https://academy.creatio.com/docs/user/bpm_tools/bpm_process_examples/ho…

Basically, you'll use the Change Access Rights process element to set the access rights for the record based on the account type. For accounts with type=Vendor, you could either (1) remove all current access rights then grant access rights for some specific role or (2) restrict access rights for the sales role specifically based on the type value.

Ryan

Perfect - thanks Ryan!

Hello!

Could you please confirm that the Global Serch was installed for the local websites according to the Setting up the global search service instruction?

Thank you in advance!

Olga. 

Dear Dharni,

Try to change the synchronization period to 1 or 3 days and see if that helps. You might have a lot of emails during the week so application fails to with timeout while reading all of them. If there's no positive result - please approach the support team to look into the issue closely.

Regards,
Dean

Dear Shivani,

Thank you for your question!

You may visit these links below in order to achieve the result you are looking for:

1. https://academy.creatio.com/documents/technic-sdk/7-16/adding-action-ed…

2. https://community.creatio.com/questions/add-new-button-action-button-me…



Hope this helps!



Thank you and have a great day!



Regards,

Danyil

Hi, Guido.

Please go to the "Lookups" section, find the "Calendars" lookup and add your calendar with Dutch business days. After that go to the "Process library" section, add a new "User task" element to your business process and select the respective user task in the element settings.

Ivan Leontiev,

Dear Ivan,

We have the following process:

1. Calculate the Determination date out of the "collection date" (each Month of a year).

2. The determination date is always 11 days after the Collection date. 

3. I have changed the Calendar including Bank Holidays

4. I have used the User Task element.

Please have a look at the screen shot

Overview process

Hi Guido,

Please update the 'User task' element as follows:

1. Populate the 'Calendar' parameter with a lookup value. 

2. Leave the 'End date' parameter empty. This parameter will be calculated and populated after the element completion.

You also need to make sure the 'Modify determination date' element reads the 'End date' parameter from the 'User task' element. Configure the 'Modify determination date' element as follows:

Thank you. The solution works ok.

Hi Malay,

So what seems to be the issue? The process doesn't remove the rights from activity or doesn't assign them to the required employee?

Thanks.

Dean

dean parrett,

Thanks for the reply.

Yes, It is not working as it should. Right now, all employees can see and edit the records assigned to other employees.

Thanks,

Malay

Hi Malay,

I suggest you to approach the support team. It is necessary to look through the all rights settings as well as the process. You will get the solution faster in this case.

Regards,

Dean