I have bind column setup and object permission to the package and
I have exported the package from my on-site deployed Creatio.
Now I want to export it to my trial instance. I installed the package to the application hub but cannot see the content of that package on the instance where I have imported the package. I have successfully compiled the Creatio configuration too and also logged out of Creatio and logged back in.
Apparently, the system does not look at the "Current Package" setting and will save administrative changes as a copy of an object in the custom package.
Hence why currently there are no OOTB tools to transfer administration settings and this task can be only achieved by means of development.
Information relating to the tables is given below:
- SysAdminUnit (Administration object: users and roles)
- SysUserInRole (Users in roles)
- SysFuncRoleInOrgRole (Functional role into organizational role)
- SysAdminOperation (System operations)
- SysAdminOperationGrantee (Access to system operations)
- SysEntitySchemaOperationRight (Access to objects)
- SysEntitySchemaRecordDefRight (Access to default records)
- SysEntitySchemaColumnRight - (Access to object columns)
- SysAdminUnitGrantedRight - (Delegated)
- SysWorkplace - (User Workplace)
- SysAdminUnitInWorkplace - (Users in the workplace)
Please note that you must have at least basic developer skills to perform this procedure.
To generate queries, you can use tools like Microsoft SQL Server Database Publishing Wizard. The resulting SQL script should be attached to the package (tab - "SQL Scripts").
In the latest release note (https://academy.creatio.com/docs/release/release-notes/808-atlas-release-notes) it was mentionned that SSO with OpenID has been implemented in Creatio. I've started a trial and attempted to set it up, I am unsure about the endpoint that should be entered in the URL field. Has anyone successfully managed to set it up?
I am calling a third party service in order to obtain an authorization code from scratch. After that, I am redirected back to my edit page with a code. The url looks like this: https://079046-studio.creatio.com/0/Shell/?code=Uq-EurbsQyJ1si-mXiw_DW7…. I would like to know how I can retrieve the code to put it in a business process.
string part = resultString.Substring(0, resultString.LastIndexOf('#'));
string newURL = part;
string[] parts = newURL.Split('=');
string itIsCode = parts[parts.Length-1];
Set<string>("UsrTest2", itIsCode);
return true;
3. Get some autogenerated page to see the result
4. Result
now my parameter UsrTest2 holds the code from URL. I can use it anywhere in the process now.
Note: this example works if your url is going to be static and there will be no extra symbols. If your url format is changed - this code might not work properly. In that case you will have to query the string to find the code after the word "code=", something like this
foreach (string queryString in queryStrings){if(queryString.StartsWith("code=")){
string codeValue = queryString.Substring("==".Length);
Console.WriteLine(codeValue);}}
Thank you for your answer. The URL will not be static since the code will change with every call. However, I am unsure of how to retrieve the URL string.
Is there a way to open a external website in Creatio ? I would like to make a get request to an authorize endpoint url but I need to access the page in order to fill in credentials.
You can add your external website in the IFrame inside the app: in the 2.b "Declare the component class" of this article, you should insert your iframe HTML markup. Also, keep in mind that not all sites can be inserted as iframes due to different security settings.
Additionally you can try creating the code that will use Fetch API to authenticate and get data needed.
I'm new in Creatio. I'm testing the integrations capabilities and I feel uncomfortable with Oauth. I want my user to log into the web service every time they acess my Creatio app. I want the protocol to retrieve their permissions/scopes in order to ensure they can access the data. In Creatio, all is performed on behalf of the user specified in the "Shared User" field. I don't want my users to use those credentials. Is there a way to bypass this ?
OAuth (Open Authorization) is a trusted, widely used standard protocol for authentication and authorization. It allows users to grant access to their resources on one website or application to a third-party application without disclosing their credentials, such as username and password. This approach enhances security and reduces the risk of credential theft.
According to the basic logic of OAuth, the connection is created only once and only for one user. You can create another connection for the new user, however, there is no alternative way to bypass the logic as you described.
Thank you for your answer. In that case, I am very curious about how you refresh the token given by the third party application. Essentially, what happens when the token expires ?
I am trying to setup the OAUTH2.0 on my trail cloud instance. Would like to know what should be the identity service URL which we need to specify on Postman to generate the access token?
HELLO EVERYONE, I AM NEW TO CREATIO AND I AM WONDERING IF I CAN BUILD A OFFICE MANAGEMENT PORTAL FOR 15 EMPLOYEES WITH A LOGIN PAGE TO CONTROL OFFICE TASKS, SHARE DOCUMENTS, AUTOMATE PROCESSES, MAINTAIN A DATABASE, AND CREATE DATA VISUALIZATIONS AND ANALYTICS.
Please find information about platform basics here.
You can also find information organizational roles are user groups that represent company units, departments or subdivisions in the organizational structure here.
In addition to the above, I could see the source code section on the downloaded https://academy.creatio.com/docs/node/2311 package with many autogenerated function related to event triggers. If I check my custom object it only has getter and setter for each columns.
To autogenerate the source code I have tried
1. Generate schemas
2. Publish
3. Complie
All options I have tried but Source code is not generated.
From the screenshots it look like the column you're storing the number in is "UsrCode", however the screenshots show you're attempting to set that in a column named "Code".
Secondly, it's unlikely that the name of the UserTask component (the element titled "Generate ordinal number" in your screenshot) is really just UserTask1 (unless you've changed it to that). To find it's name, select that element, then click the three-dot button on the top of the properties on the right and switch to advanced mode to see the name. Then change the "UserTask1" part of the code in both script tasks to that name (it's likely something like UserTask_ followed by random numbers/letters)
Thanks for your reply. I have double checked my code and I have changed it into "UserTask1" also I have shown 2 examples where I am trying to follow the tutorial with property value as "Code" and my custom section with the property as "UsrCodee".
Also, I see this as because of missing source code details for my custom section than the sample SDK which was referenced in the document.
Indeed, functionality allowing you to pass collections into a pre-configured page was added not so long ago.
Collection data can be displayed on the page only when there are adjustments made in the code of the page to process and work with a collection of records.
An example of this page can be found in the bank customer journey product:
“Product selection | ProductSelectionProcessPage”
And more hints on how to use it in the process are in the respecting academy article: