Hi Mariam, 

To enable logging for specific actions, navigate to the Settings menu located in the upper-right corner and select Change Log under the Users and Administration section. From there, you can configure and monitor activity for specific objects. Please note that this feature allows you to track any actions performed by users, rather than activities solely related to viewing. Unfortunately, it is not possible to monitor this type of activity without direct user interaction.

Hello Hanna, thanks for the response. In case user does no change to the page, but just views data related to some object, will Change log record and keep this info for further access and monitoring of user's activities?

No, the change log only shows the records that were modified. Unfortunately, it won't show who has just viewed the record and didn't do anything 

Thanks, Hanna. Are there any plans at Creatio end to implement such possibility, i.e. show who just reviewed the records?

Hello Sasori,

You can try using BP for this case. For example, when you save a record in a mini page, you also run a business process that will update a value in your lead record. You pass date value to the BP and set (update) relevant field in the lead record. 
 

An easy way to accomplish this is to just use a process with a signal of Activity added with Type=Task, Category=To do, Lead is filled in. Then update the lead with the date. If you have live data updates enabled for the Lead object you'll even see the screen refresh with the value. 

Ryan

Ryan Farley,

Thank you for your input! However, the challenge with this approach is that there might be multiple activities associated with a single Lead that have this specific configuration (Type = Task, Category = To Do, Lead is filled in).

Would it be possible to handle this scenario directly via the Frontend instead?

Looking forward to your thoughts!

Are you sure the remaining access rights for All employees role is not "Deny"? I believe that process element won't technically remove the access rights, you'll still see it there but will be "deny" instead of allow.

Hello!  
 

I created a similar business process and successfully ran it. 

The process worked correctly, and I’m attaching screenshots as proof.  

You can also set the field "Which access rights to add?" to "All employees—Restrict", and the process should work as you expect.

In my example, I did exactly that, and I’m attaching the screenshots:





The reason why permissions are not changing as expected might be due to incorrect configuration of the "Change Access Rights" element in the business process. Please review the configuration of this element and ensure that the correct conditions and access rights are specified.  
 

If everything seems correct, please create a support request by contacting support@creatio.com. 

We will review the issue and assist with a solution.  

Regards,
Orkhan

I was able to successfully set the rights for the employees according to the instructions; interestingly enough, the rights edit page does not show that anything has changed. 

You can see an example of this in 8.2 on the new Web Analytics page. At the bottom there are two lists, a selected record on one filters the second one. This is all done with no code, however, I am not sure if that is only available in 8.2 or also in prior versions.

Yes, as Ryan says, it is possible to configure this in Freedom UI without code. You can see an example of this in the screenshot above - you select the Invoice items list, in your example, and apply a filter by page data, specifying the Invoice list data source.

This is definitely available in 8.1.3, and I believe it's been around since at least 8.1.0 but possibly longer.

Thank you very much Harvey and Ryan - it helped me a lot! 

Hello Jeffrey,

Could you please clarify the business task? Correct me if some step is wrong:

1. 1) The system user updates the price on the Product list page 
2. 2) The old price goes to the UsrPreviousPrice column and the new price adds to the "Price" column
3. 3) Do You need to email the customers with 2 prices (old one and new one)? Or do you want to notify the system users by the notification in the system?

Anhelina,

Hi, Anhelina, 

     Thank you for your reply. 

1) The system user updates the price on the Product list page
 - -->Correct, the puchase dept will update the new price based on market information.

2) The old price goes to the UsrPreviousPrice column and the new price adds to the "Price" column
--->Correct

3)  Do You need to email the customers with 2 prices (old one and new one)? Or do you want to notify the system users by the notification in the system?
--> I want to compare the two price and if the current price is larger than the previous price, I will notify the user who have orders that contain these products. 

Right now,
  2) is what I need to solve, (maybe object event process), but not yet know how to do.
  
  3) I believe I can solve it by using business process.
 

Jeffrey,

Step 2 can only be realized by writing code and I've found the same question on the Academy. As a workaround, you may manually copy the price to the UsrPreviousPrice column before updating.

Step 3 you may realize through the one business process. You should add two parameters (values from two columns), compare them and send an email if conditions passed:

1. 1) Check in this article how to compare two BP's parameters
2. 2) Sending the email from BP you may check here.

Hello, some feedback regarding this question?

Thanks

Hello, 

Thank you for reaching out.

This functionality is still in development, so access to it will only be available after the official release, which is currently planned for version 8.2.2.

Sergii Zhmurko,

Thanks for confirming that we will have this feature soon! :-)

Hi Mouna Rachidi,

I wasn’t able to reproduce the issues related to the template upload and compilation errors. Could you please share a few more details so I can help you better?

• Which version of Studio Creatio are you using?
• What version of the Excel Reports Builder for Creatio is installed, or when did you install this app from the Creatio Marketplace?
• What’s the file extension of the template you’re trying to upload?

Hi,

You can read about App management and Package management by following links to articles on the Creatio Academy:

    App management
    Packages overview
    Packages transfer 

Thank you!

We make detail (even if there will be only one record) with records permission for such cases

Vladimir Sokolov,

That is a great idea to be sure that this value is not pulled anywhere! As of current implementation for us, we would like to retain the field at the section level and are looking for ways by which the visibility can be controlled. 

I think, there has to be way for the rules on form page to reflect on the list page and in folders as well. In most cases, we hide the fields because it has information that need not be shown to some users and the platform unfortunately provides a way to by-pass this by letting users add the field on the list page.