Basic functionality doesn't include the ability to apply filter conditions based on the connected objects for the portal user directly in the section, therefore the advanced filter option is not available for such user there.
As a workaround you may use a dynamic folder and set the needed filter conditions for it.
Also, we already have a query registered for our responsible R&D team to implement this functionality for portal users in the upcoming versions of the application. I will assign your case to this project in order to increase its priority.
The task I have been asked to do is to prevent users from adding comments to posts on the feed of the Agent Desktop. Is it possible to remove or disable the comment button (see image)? Thanks,
It does not appear as though you've created the replacing client view correctly. The code you shared shows "UsrClientUnit_fdb86f8", not "OperatorSingleWindowPage". This needs to change to match the view model being replaced.
We are running out of space for buttons in the usual places. We have removed the icons in the communications panel at the top of the Actions Dashboard (see this article). Is there any way to add buttons back in?
I have tried adding a button setting 'parentName' to "CaseSectionActionsDashboardMainContainerContainer" without success.
Please clarify your task: do you need to return the buttons that were removed from the Actions Dashboard or do you need to add some new buttons there? Maybe you could share some image of what it should look like?
We need to add some new buttons. We have removed the facebook, telegram, message and other buttons (which are actually tabs I think) from the Actions Dashboard, is it at all possible though to put a 'Terrasoft.ViewItemType.BUTTON' in their place?
It's not possible exactly in the tabs (you are right, Email, Call, Activity etc. on the actions dashobard are tabs), but there are elements like ActualDcmSchemaInformationButton button and PlaybookButton button that are inserted to the RightHeaderActionContainer element of the SectionActionsDashboard and you can use those as an example. Additionally to it, if you ran out of space on the page you can always add additional buttons to the "Actions" button (override the getActions method on the edit page schema) and call the logic needed from these buttons.
We would need to conduct a deeper analysis of the issue to provide you with a solution. Please write to us at support@creatio.com so we could help you.
Is there a system table that can be queried to find out which section and/or detail run process menu(s) a process is found in? Or any other way of doing this?
*Edit* A query to find out what section(s) an object is a detail in would be quite helpful.
Also, there is no differentiation in Creatio between section and detail objects. So basically, an object is the same for a detail and a section. You could use the following script:
SELECT DISTINCT ss.Name ,
CASE
WHEN EXISTS (SELECT 1 FROM SysModule WHERE SysModuleEntityId IN (SELECT Id FROM SysModuleEntity WHERE SysEntitySchemaUId = ss.Uid)) THEN 'Section'
WHEN EXISTS (SELECT 1 FROM SysDetail WHERE EntitySchemaUId = ss.Uid) THEN 'Detail'else''
END AS "Section/Detail"
FROM SysSchema ss
WHERE EXISTS SELECT 1 FROM SysModule WHERE SysModuleEntityId IN (SELECT Id FROM SysModuleEntity WHERE SysEntitySchemaUId = ss.Uid)
OR EXISTS
(SELECT 1 FROM SysDetail WHERE EntitySchemaUId = ss.Uid)
AND
ss.ManagerName='EntitySchemaManager'
*Edit* The below queries return both active and inactive processes., at a glance I am not able see how to select active only.
The query we arrived at to list the processes in the run process menu of sections:
SELECT SM.Caption AS [Section Name], SS.Caption AS [Process Name]
FROM ProcessInModules AS PIM
JOIN SysModule AS SM ON PIM.SysModuleId= SM.Id
JOIN SysSchema AS SS ON PIM.SysSchemaUId= SS.UId;
And the query to list the processes in the run process menu of individual details:
SELECT SD.Caption AS [Detail Name], SS.Caption AS [Process Name]
FROM ProcessInDetails AS PID
JOIN SysDetail AS SD ON PID.SysDetailId= SD.Id
JOIN SysSchema AS SS ON PID.SysSchemaUId= SS.UId;
I would like to be able to say what sections a detail appears in, but would imagine this information to be buried deep in Creatio system tables.
If anyone can check the above queries I would be grateful!
The queries you have written are correct. However, it's hard to check which details belong to which sections by a DB query as details are connected to a page in the page's schema. So you need to decode the schema's content and filter in it. Such a query is hard to build and it will take a long time for it to get executed.
First of all please keep in mind that access rights might be inherited and since your custom section is based on Contact lookup - permissions are checked for Contacts as well as for your Custom section.
We also recommend looking at the SysSSPEntitySchemaAccessList table. There should be a record of the schema with which you have a problem. For portal users, by default, all schemas are considered to be administered and inaccessible. In order that portal users can use them, this schema must be in the lookup (the list of objects available to portal users). In other words - it must be in the SysSSPEntitySchemaAccessList table. After adding this schema to this table, the problem should be solved.
Should the above trouble-shooting not resolve your issue - please send us an email with detailed explanations of your problem to support@creatio.com so we may inspect and analyze your specific case (as it is too few details available by now and further evaluation will be required for precise solution)
Is there any way I can access a button instance directly, e.g., in the 'click' method of a client module in order to set the colour of the button using the setStyle method of the button object?
Not sure if it's possible since setStyle only receives some value as an argument and is being executed when the button is initialized.
In your case I would recommend to add this code to the click handler:
var buttonElementToModify = document.getElementById("ContactPageV2ChangeContainerStateButtonButton-textEl");
buttonElementToModify.style.backgroundColor="Green";
and replace ContactPageV2ChangeContainerStateButtonButton-textEl with an actual id of the element in DOM:
As a result when the button is clicked its color will be changed to green.
This element will generate the code itself and you don't need to change the Schema manually, which will be much complicated and could potentially affect the whole page.
