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

Hello Ramnath,

Could you please provide us with screenshots of the business process elements settings for further assistance on this matter?

Thank you in advance! Looking forward to your reply. 

Olga. 

Olga Avis,

Here are the screenshots of elements:-

1. Trigger element - record added

2. Read portal user name (Field name - Borrower)

3. The access rights added

The Role is the name of borrower which was read in 2nd Read Borrower element.

This process is in my local dev environment. I have also created the same process on a trial cloud environment. But the process does not seem to work. 

Is there anything I am missing?

Hello,

It is necessary to grant the rights not to User role but for the Employee  where you should indicate the value of the Borrower field http://prntscr.com/stoezu .  It should be something like this [#Read Borrower.First item of resulting collection.Borrower#]

As for now you try to grant the rights to some role and the system cannot identify it.

Best regards,

Dean

Dean Parrett,

I assigned the access role in process for employee. And the process works now.

But why can't we do for User role.

Even if it works with employee role. The borrower is not an employee. He/She is an end user who will fill the form. Why does it have to be assigned in Employee role.

Can you please elaborate?

Thanks

Ramnath

Hello,

The thing is that your process doesn't read the user role. It would be necessary to find the user's role first using additional read data elements and based on which role is found by, use it in Role parameter instead of Employee.

Regards,

Dean 

Hello Ramnath, 



Unfortunately, there is no OOB tools or information about partner customizations available which would add the notification panel for the portal user.

We will pass this request as an idea to the responsible R&D team so they will consider the possibility of adding the requested functionality in future Creatio releases. 



Kind regards,

Roman

Roman Brown,

I wanted the notification panel on Portal Workspace for process/requests he need to complete. The process has a pre-configured page. Which needs to be filled by Portal user. But process will only show in notification. Not in the Case I build on the section page. 

Is there any other way to notify user to access and complete the process.

Thanks

Ramnath

Hello Krishna,

Unfortunately, there is no possibility to track the information about viewed sections/records by system users. 

In case you would like to deny access to records for some users please feel free to use record permissions settings. For example, if the [Record permissions] option is enabled, only certain users or roles can view specific accounts or contacts.

More detailed information can be found in the Creatio Academy article: https://academy.creatio.com/documents/administration/7-15/object-permis…

Best regards, 

Olga. 

Hello,

There is a marketplace add-on you can use for recurring tasks: https://marketplace.creatio.com/app/recurring-activities-scheduler-crea…

Ryan

It looks like this won't install with the latest version of Creatio. Any advice? I emailed the installl log to the company- but I'm not sure they will reply. Here is the log below:

2020-05-21 00:17:05,169 Configuration backup started.

2020-05-21 00:17:05,184 Loading packages from archive

2020-05-21 00:17:05,247 Package "GlbRecurringActivity" loaded

2020-05-21 00:17:05,247 Loading packages from database

2020-05-21 00:17:06,372 Loading packages from database

2020-05-21 00:17:08,450 Configuration backup successfully created.

2020-05-21 00:17:08,574 Application install from marketplace started. Application name: Recurring activities scheduler for Creatio. Code: global-1888. Last update: 02/24/2020 16:47:03.

2020-05-21 00:17:08,574 Preparing packages for installation

2020-05-21 00:17:08,590 Loading packages from archive

2020-05-21 00:17:08,747 Package "GlbRecurringActivity" loaded

2020-05-21 00:17:08,747 Loading packages from database

2020-05-21 00:17:09,950 Composing packages

2020-05-21 00:17:19,184 Schema "Activity" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,231 Schema "ActivityPageV2" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,247 Schema "ActivitySectionV2" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,356 Schema "BaseNotificationsSchema" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,465 Schema "GlbActivityService" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,512 Schema "GlbActivityServiceHelper" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,621 Schema "GlbDayOfWeek" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,700 Schema "GlbMakeRecurringModalPage" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,715 Schema "GlbRecurringActivityConfConstants" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,793 Schema "GlbRecurringActivityMixin" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,824 Schema "GlbRecurringActivityServConstants" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,824 SQL script "glb_CreateRecurringActivities" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,824 SQL script "glb_CreateRemindings" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,824 SQL script "glb_FixTableRightsQuick" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,840 SQL script "glb_SetDayLightSaving" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,840 SQL script "glb_SetTime" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,840 SQL script "glb_StringSplit" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,887 Schema data "GlbDayOfWeek_Values" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,903 Schema data "RemindingSource_Values" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,965 Schema data "SysSettingsValue_GlbRecurringPeriodMax" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,997 Schema data "SysSettings_GlbRecurringPeriodMax" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,997 Package "GlbRecurringActivity" saved

2020-05-21 00:17:20,403 Added - resources in package "GlbRecurringActivity"

2020-05-21 00:17:43,156 Updating modified schemas

2020-05-21 00:17:45,218 Schema source code "Activity" from package GlbRecurringActivity generated

2020-05-21 00:17:46,265 Schema source code "ActivityPageV2" from package GlbRecurringActivity generated

2020-05-21 00:17:46,406 Schema source code "ActivitySectionV2" from package GlbRecurringActivity generated

2020-05-21 00:17:46,452 Schema source code "BaseNotificationsSchema" from package GlbRecurringActivity generated

2020-05-21 00:17:46,499 Schema source code "GlbActivityService" from package GlbRecurringActivity generated

2020-05-21 00:17:46,546 Schema source code "GlbActivityServiceHelper" from package GlbRecurringActivity generated

2020-05-21 00:17:46,703 Schema source code "GlbDayOfWeek" from package GlbRecurringActivity generated

2020-05-21 00:17:46,749 Schema source code "GlbMakeRecurringModalPage" from package GlbRecurringActivity generated

2020-05-21 00:17:46,796 Schema source code "GlbRecurringActivityConfConstants" from package GlbRecurringActivity generated

2020-05-21 00:17:46,859 Schema source code "GlbRecurringActivityMixin" from package GlbRecurringActivity generated

2020-05-21 00:17:46,906 Schema source code "GlbRecurringActivityServConstants" from package GlbRecurringActivity generated

2020-05-21 00:17:47,655 Updating tables structure in database

2020-05-21 00:17:49,406 Actions skipped for schema "GlbDayOfWeek" from package "GlbRecurringActivity" in 1.735 sec

2020-05-21 00:18:52,188 Actions skipped for schema "Activity" from package "GlbRecurringActivity, Exchange, EmailMessage, Invoice, Portal, SalesEnterprise, Case, Custom, Opportunity, Problem, SSP, CoreContracts, CaseService, Base, NUI, Order, OperatorSingleWindow, EmailMining, Lead, Onco360Base, MarketingCampaign, Change, Release, CMDB, Document, Project" in 2.781 sec

2020-05-21 00:19:00,500 Installing SQL scripts

2020-05-21 00:19:00,516 SQL script "glb_CreateRemindings" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,516 SQL script "glb_FixTableRightsQuick" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,532 SQL script "glb_SetDayLightSaving" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,532 SQL script "glb_SetTime" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,547 SQL script "glb_StringSplit" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,563 SQL script "glb_CreateRecurringActivities" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,657 Installing data

2020-05-21 00:19:00,875 Data "GlbDayOfWeek_Values" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,969 Data "RemindingSource_Values" from package "GlbRecurringActivity" installed

2020-05-21 00:19:01,141 Data "SysSettings_GlbRecurringPeriodMax" from package "GlbRecurringActivity" installed

2020-05-21 00:19:01,266 Data "SysSettingsValue_GlbRecurringPeriodMax" from package "GlbRecurringActivity" installed

2020-05-21 00:19:01,281 Lookup values "SysSettings_GlbRecurringPeriodMax" from package "GlbRecurringActivity" installed

2020-05-21 00:19:01,422 Lookup values "SysSettingsValue_GlbRecurringPeriodMax" from package "GlbRecurringActivity" installed

2020-05-21 00:19:01,532 Compiling configuration dll

2020-05-21 00:19:10,579 Errors and (or) warnings occurred while compiling configuration dll

2020-05-21 00:19:10,579 Error : Errors occurred while compiling configuration. See logs for more details.

2020-05-21 00:19:31,937 When application installed, an error(s) occured

 

Heather Mahley,

Maybe try running the installation again? I just tried installing in a new 7.16.0 system and it did install without error for me. If it still doesn't install without error for you, follow up with support.

Ryan

Ryan Farley,

Thanks Ryan- It installed. I think it was just due to system lag. 

Hello Community! Some help here will be very appreciated. Thanks in advance!

M Shrikanth,

Hi, 



Yes, we have a solution based on dashboards functionality.



You should create a new dashboard and select the list view.

http://prntscr.com/sl4y91



Next, select the object "system administration object" from the dropdown and add a column "Logged in" in the column setup.

http://prntscr.com/sl4zrs



After that, go to the "Display Options" tab and in the "How to sort" detail choose the number of displayed users, descending order and the sorting column should be "Logged in"



Then go to the detail "How to filter" and add the condition by choosing the column "Active" equal "yes".

http://prntscr.com/sl52rs



As a result, you'll have the dashboard with all the users who are logged in in the system at the moment.

http://prntscr.com/sl56y6

Thank you!

Hi Bohdan Zdor,

Thank you for the response.



A supplementary question - I am looking to identify on the server side whenever a user logged in and out of the app. 



Could I possible tap into OnUpdated entity event on the SysAdminUnit object to identify when a user logs in and when he logs out? Or is there another way to do this?



Thank you, 

Shrikanth

Bohdan Zdor,

Hi Bohdan. Following up on my question above - 

https://community.creatio.com/questions/entity-event-layer-system-custo…

Hello Ramnath, 



It can be done in a two different ways:

1) You can bind "colSpan" to your own attribute and set it to 0  when hiding conditions are met. 

2.) Set "display: none" style for the fields that should be hidden when the hiding conditions are met



Kind regards,

Roman

Hi Shivani,

For section records, you can following this academy to block all fields based on lookup: https://academy.creatio.com/documents/technic-sdk/7-15/how-block-fields-edit-page

With this academy, it will hide all edit, add, delete action for detail also. But user can modifies by open detail edit page via double click action. If you want to prevent modifies details you can create process to update status to detail records and do the same with the academy above.

Regards,

Phuong Nguyen

The link provided by Phuong is a good route to go and the way I would do it. However, you can also do this in a process as well that triggers on a signal of opportunity modified where the stage is closed. You could just remove edit permissions for all access rights as well. Just thought I would mention this in case you wanted another approach. Note, if you go this route, you'll want to make sure any details on the opportunity inherit their permissions from the opportunity as well.

Ryan

Hello Yuriy, 



The current DB and server time is set to UTC+0 no matter where the website is located. 

Please note, that you can always change a timezone displayed for your system user profile. 



Kind regards,

Roman

 

Hi Ramnath.

You can change the font size by adding a custom css style to the schema you need and in such a way override the system font-size. Please refer to this article on our community: https://community.bpmonline.com/questions/how-add-custom-style-control-page-based-condition

I recommend you change a font-size first for any page in the system to check if it looks fine as we do not guarantee that all objects, labels, and containers will be displayed correctly. 



Thank you.

Bohdan Zdor,

I have tried this before but I could only make it work on the page of arecord. I need to edit the page where all the records are shown. I could not find the module which has the code for the list of records.

Ramnath

RAMNATH SHARMA,

Unfortunately, there is no option to change the section list font size in the current version of the system. I have registered your suggestion, though. It was passed to our R&D team to be considered for further releases.

Thank you.