Hello Colleagues,

 

In a process I need to publish some articles or info regarding some specific contacts in Customers. Those are specifically to one contact in the account.

 

I get the contact id, but don't know how to get the id of the user that belongs this contact to could add permissions to the article in the knowledge base,

 

Some ideas, please?

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Dear Julio,

 

In general - it is not possible. Theoretically you can read the system administration object and get the contact id. Anyway that will not help since the processes do not work with table that stores users due to security reasons. 

Instead you can use the change rights element and grant the rights for employee. It allows to work with user contacts. The rights are assigned to the users through their contacts, so you can select the required contact and assign the necessary rights. 

 

Regards,

Dean

Dean Parrett,

Thanks Dean,

 

it's possible, I did it, see here https://prnt.sc/10j4kvf

 

With the "contactID" you read on "System users (view)" where Contact = contactID, in the result record the Id is the "user Id" you can use later to assign permission to read the article.

 

I understand what you expose, but I check it and works fine, I check the permissions in the article and are as I need, also the user connect to portal and can read the article

 

Thanks again

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Hello Community,

I notice the following behavior on a Creatio cloud instance (Haven't checked it on an on-premises instances, but presume that it must be similar).

Consider a trial instance with the base URI of "https://012345-service-enterprise.creatio.com/" and assume a user has just logged in ie The browser has an active session. 

  1. Navigating to "https://012345-service-enterprise.creatio.com/" forces the login page once again - despite the user session being available in the browser.
  2. Navigating to "https://012345-service-enterprise.creatio.com/0/" goes to a screen which doesn't load (Creatio loading icon is seen but console throws up numerous errors) - https://prnt.sc/vs63pa
  3. Navigating to "https://012345-service-enterprise.creatio.com/0/Nui/" throws up a 403 Access denied error . 
  4. Navigating to "https://012345-service-enterprise.creatio.com/0/Nui/ViewModule.aspx" or "https://012345-service-enterprise.creatio.com/0/Nui/ViewModule.aspx#Int…" or any of the actual Creatio pages (Section records etc) recognizes the logged in user session and loads the relevant page. 

It will help to standardize the above, recognize the logged in user session and auto redirect - Especially the different behaviors between #1 and #4. Users could very well bookmark URL #1 and lose the advantage of session tracking. 

1 comments

Hello Shrikanth,

 

Yes, the behavior you've described is an out-of-the-box behavior and our core R&D team has a task to enable proper redirects in case the user has an active session in a web browser and tries to reach the links mentioned above. I will let them know about your idea so to prioritize the task for them.

 

Thank you for helping us to make the application workflow better!

 

Best regards,

Oscar

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Hi Community,

 

can this user safely be deleted or is it still used for something, although the Mandrill service is not?

 

BR,

Robert

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Hello Robert, 

We do not recommend you to delete the system users such as Mandrill from the application since they are connected to other system entities and deleting of them can cause errors. If you don't need this user now, please deactivate it instead by unchecking the checkbox on system user's page.

Kind regards,
Roman

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Section Wizard is a dynamic way to build a system in Creatio to match your needs. Join us during this online user group discussion to learn how to use Section Wizard to create fields and configure layouts for your preferences.

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3 AM my country time, so I will wait to webinar's record

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Hi,

In OpportunityPageV2 using custom code I'm checking the type of current user successfully.

			initializeCustomCssOpportunityPageV2: function() {
 
				var currentUser = Terrasoft.SysValue.CURRENT_USER.value;
				var sysAdmins = "720b771c-e7a7-4f31-9cfb-52cd21c3739f";
				var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
					rootSchemaName: "SysUserInRole"
				});
				esq.UseAdminRights = false;
				esq.addColumn("SysRole");
				esq.addColumn("SysUser");
				esq.filters.add("SysUser", Terrasoft.createColumnFilterWithParameter(
					Terrasoft.ComparisonType.EQUAL, "SysUser", currentUser));
				esq.filters.add("SysRole", Terrasoft.createColumnFilterWithParameter(
					Terrasoft.ComparisonType.EQUAL, "SysRole", sysAdmins));
				esq.getEntityCollection(function(response) {
					if (response.success) {
						var result = response.collection;
						var isPortalUser = (result.collection.length !== 0);
						if (isPortalUser) {
							Terrasoft.utils.dom.setAttributeToBody("CustomUIOpportunityPageV2", true);
						} else {
							Terrasoft.utils.dom.setAttributeToBody("CustomUIOpportunityPageV2", false);
						}
					}
				}, this);
			},

 If current user is portal user than "CustomUIOpportunityPageV2 = true" otherwise "CustomUIOpportunityPageV2 = false"

In css code its identifying "CustomUIOpportunityPageV2 = true" for portal user and applying the css successfully but its not identifying "CustomUIOpportunityPageV2 = false" when current user is not portal user and not applying css

body[OldUI=false][CustomUIOpportunityPageV2="true"] {
	.grid-captions {
		background: black !important;
	}
}
[CustomUIOpportunityPageV2="false"] {
	.grid-captions {
		background: blue !important;
	}
}

 

How can css for non portal user should work?

Any help will be highly appreciable

 

Regards

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Hi Muhammad,

I checked on my end - the given CSS works both with true and false value so I assume that your code is giving wrong value. You can open chrome debugging tools and put a break point to check which value you are setting.

To check if the current user is portal or not you can use Terrasoft.isCurrentUserSsp() function instead of the provided snippet.

Regards,
Dmytro

Dmytro Smishchenko,

Thanks for suggestion, its working in  "OpportunityPageV2"

From "UsrPortalDashboardCSS" the code is working fine. Whatever css defined its applying everywhere in list/detail/edit views of CRM and Portal (globally).

In code under "BootstrapModulesV2" I'm checking if current user is portal user than only apply CSS. same logic is working fine on other pageV2 for example "AccountPageV2" but the problem is that, CSS only applying on Account Section.

Below code is not working on "BootstrapModulesV2" console log is also not showing output.

Any help will be highly appreciable.

define("BootstrapModulesV2", ["css!UsrPortalDashboardCSS"],
function() {
	return {
		methods: {
			init: function() {
				this.callParent(arguments);
				this.initializeCustomCSS();
			},
			initializeCustomCSS: function() {
				var CurrentUser = this.Terrasoft.isCurrentUserSsp();
 
				if(CurrentUser === true){
					this.console.log("Current User is portal user");
					Terrasoft.utils.dom.setAttributeToBody("CustomUIPortalUser", true);
				}
				else {
					this.console.log("Current User is not portal user");
					Terrasoft.utils.dom.setAttributeToBody("CustomUIPortalUser", false);
				}
			}
		}
 
	};
});

 

Muhammad Shajiuddin,

Below code is not working on "BootstrapModulesV2" console log is also not showing output.

This is because the BootstrapModulesV2 simply returns an empty object, it does not have an init method so your code is never getting called. You can try a different schema to add this to such as MainHeaderSchema and use the init or onRender.

Ryan

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Hi Team,

Is there a way to list out all the permissions of all the system users in one go. We are in the process of finetuning the user access as everyone is having a higher level of permissions. I am okay if I can do it via SQL too. Please let me know if this can be achieved in BPM. Via SQL is also fine. Thank you in advance 

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Hello Gokul!

Unfortunately, this kind of information can not be stored in bpm'online in the way you'd like to have it. As the matter of fact organizational structure can be rather complicated thus displaying of this information in the interface can not be implemented.

You can try to build basic tree of access rights using the following tables and SELECT SQL queries:

- SysAdminUnit (stores information about system users and roles)

- SysAdminUnitInRole (stores information about assigned roles to users)

Bogdan Spasibov,

Thank you :)

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Whether or not a System User is Active can be read from System administration object.  However, when the state of Active is changed in System Users, no Signal is caught using Record Modified if the Active flag was changed manually in System Users.  The Signal only triggers a process if the Active status is changed by another process.

How can a process be started when changing the Active status of a System User manually?

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In order to create the functionality please use object "Users/roles (view)" instead of "System administration object" (https://prnt.sc/pj03qp).

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Hi,

 

Am I able to send an email to all users that exist within the one user group (organisational role):

 

 

 

 

 

 

 

 

 

 

I have created the following process and need to update the 'To' field:

 

 

 

 

 

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Hello,

Unfortunately, you wouldn't be able to put "Functional role" as a value of "To" field of the "Send Email" process element using user tools. Our R&D team already working on adding this functionality, there is no ETA yet, however. You may build your process analogically to the "Send email to case group" base process that sends email to a group of people using script task.

Here is also another solution that can fit your needs: you can specify one recipient in "To" field in the business process "Send email" element and on mail-server side you can setup filters which will transfer notification emails to some specific folder and then mail-server can transfer all emails sent to this folder to other mailboxes. And it will fit your business target. But I will notify our R&D team about your request and ask them to raise the priority of the problem.

Best regards,

Oscar

1) Create a section to maintain a temporary contact list.

2) Add the contacts to the temporary list.

3) Loop through the list, deleting a contact from the temporary list after you email them.

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Hi,

Custom CSS is working fine but its reflect on both interfaces (CRM/Portal) I need to apply CSS only for portal.

Any suggestion?

 

Regards

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Hello Muhammad!

In such case, you may add custom attributes or classes to html attributes basing on some condition. There is community article that describes how to achieve it: https://community.bpmonline.com/questions/how-add-custom-style-control-page-based-condition

Best regards,
Alex

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