business
business rule
Administrator
classicUI
Sales_Creatio
8.0

Hello Community,

Is there any way to skip business rules (ex required fields) when you are a SysAdmin in classic UI pages? Any code snippet that could work?

Sasor

Like 0

Like

1 comments

Hello Sasori,

There’s no out-of-the-box way to skip or disable business rules (like required fields) at runtime in classic UI pages. Business rules are applied when the page loads, and you can’t really turn them off or change them dynamically once they’re active.

If you need this kind of flexibility, the better approach is to avoid using business rules for those fields and instead handle the validation in code. For example, you can check if the current user is a SysAdmin at runtime:

define("UsrTest1Page", ["RightUtilities"], function(RightUtilities) {

...

    methods: {
    onEntityInitialized: function() {
        this.callParent(arguments);
        var vm = this;

        RightUtilities.checkCanExecuteOperation({
            operation: "CanManageUsers"
        }, function(result) {
            if (result === true) {
                vm.addColumnValidator("UsrString1", function() {
                    return { invalidMessage: "" };
                });
                
            } else {
                vm.addColumnValidator("UsrString1", function(value) {
                    if (!value) {
                        return {
                            invalidMessage: "This field is required."
                        };
                    }
                    return {
                        invalidMessage: ""
                    };
                });
            }
        });
    }
},
With this approach, you can decide in code when a field should be required (or not) and apply your own custom validators. This gives you full control over the behavior without relying on business rules that can’t be changed on the fly.

Show all comments

Hello,

In Creatio Studio, is it possible to give a user permissions to add users to any role, except to the sys administrator or supervisor roles? If so, how?

Thanks,

Jose

Like 0

Like

1 comments

Hello,

Unfortunately, it's not possible to implement such a logic due to the specifics of the system.

Show all comments
Administrator

Hi all !



Does anybody know if it is possible to create different admin levels?



For example, super admins that can choose what is logged / activate/deactivate logs, but normal level admins that would not be able to edit logs.



Or another case, how to configure creatio to imitated the data isolation mode given to Creatio support - so that the client for example has super admins (normal admin access) to all Creatio and the record data, while other admin users will never see record data or can be given access to data only on demand?



Thanks,



Damien

Like 0

Like

1 comments

Hello Damien,

 

Thank you for getting in touch!

 

This can be achieved via setting up access rights, records, and operation permissions. With the help of these, you can assign users permissions to create, read, update or delete data. Also, information on organizational/functional roles will be helpful in this case.

 

You can read more on this here:

Record permissions

Share records

Object operation permissions

Organizational roles

Functional roles

 

Unfortunately, it's hard to provide you with a detailed guide on which steps to take as we require more details regarding the business case you have in mind.

 

Kind regards,

Anastasiia

Show all comments
System
Administrator

Hi Team,

 

Is there a way to remove create access to system administrator . Currently even though its mentioned as read access to all employee , system admin role is still be able to create the record .

 

Regards,

Sethuraghav N

Like 0

Like

3 comments

Dear Sethu,

 

Unfortunately, it is not possible to restrict something for System Administrator if any other employee has the needed rights.

System Administrator will have all rights that employees have.



Best Regards,

Ivanna.

Ivanna Yatsura,

Hi Ivanna, I have only given read access to all employee . In that System admin also should have the read access instead he was still able to create the records 

Sethu Raghav,

 

I'm afraid the System Administrator will have all rights possible as he is a System Administrator.



Best Regards,

Ivanna.

Show all comments
Administrator
roles
Access Rights
7.17

Hi community!

 

How I can achieve case:

Only users assigned to the System administrator role are possible to change the Lead stage if its value is final positive (from final positive to any other). For each other stages, all users can change this value. 

 

I need a solution like the business rule: if the user's role is Admin & the stage is Satisfied then the stage is editable.

 

Other fields should be editable (cannot remove edit access to the record on the Satisfied stage)

 

 

Like 0

Like

1 comments

Dear Paulina,

 

This can be achieved by using a case setting. Just add intermediate stage between final and any other stage and use option "Restrict this stage to specific users or roles" for all roles except Admin. This will allow to change the record from the final stage only to them and mark that the stage was changed for ordinary users. 

 

Best regards,

Angela

Show all comments
Administrator

Hi,

How to move one instance data to another instance. I am using trail demo org.

 

File attachments

Like

2 comments

Dear Sachin,

 

To move the data from one instance to another you may use our data export functionality. Kindly visit our Academy for the detailed manual on it - https://academy.bpmonline.com/documents/sales-enterprise/7-9/exporting-list-data.

If you also need to transfer the custom business processes or schemas, you need to go to 'Advanced Settings' -> 'Configuration' and choose 'Export to File' option:

Lisa

 

Thanks Lisa

Show all comments
Administrator

Hi All,

I am getting below error while creating an Object via Configuration Setting "

 

Error while saving: Item with Id "11646459-ac7c-494f-af7c-6db052e70f67" not found.

 

Like

3 comments

Please be more specific. Your question would be more understandible if you attached screenshots of all of the steps that you did before you saw the error message.

Dear, to my da gives the same error and I do not understand why it happens.

I am creating an object called "product" and it will not let me save it. If you can help me solve it, please. 

 

Dear AAlonso,

Have you already used you custom object in your environment? The error usually occurs if you created some custom field, bound it to some other entity and deleted the field. For example if it is used in some business process and deleted it later. Once you try to save the changes in the object - you will see the following error. Thus, if you used any columns of the object, please make sure it is not connected to any other entities in the system (for example, in the scenario with a business process, you would need to change the logic of it to make sure the deleted column is not involved in it).

Best regards,

Dean

 

Show all comments

Hello All,

I would like to add Product from order into Contract Sections Contract Detail tab, under Product Field group , So how can I do that Please provide the Solution

File attachments

Like

3 comments

It requires a lot of modifications in the code of the detail if you need to transfer the detail with all of the inner functionality. However, if you just need to see the products in the order page, you can create a new detail based on the "Product in order" object with the detail wizard. Then add the new detail into the Contract page with the section wizard. Then open the contract page schema, find the code of the detail and replace 

detailColumn: "Contract"

with

detailColumn: "Contract.Order"

and save the page. Then clean the cache of the browser and refresh the order page. The detail will show connected products but you will not be able to operate the data.

Hi Mark,

Thanx for reply but can u please elaburate the above point so that I can get it. I have try to do what u have written but not able to do that. Please do reply its very useful for me.

 

Dear Amol,

In order to add such detail to the contact page please do the following:

1. Go to the System Designer --> Detail Wizard --> Create a new detail based on the "Product in order" object.

Save the detail. Relogin into the system.

2. Go to the Contact page --> open Section wizard and add the detail you've just created. Set random Deatil column and Object column. It doesn't matter which you will indicate, because we are going to set the dependancy by code. Save the page in section wizard.

3. Go to the Configuration --> Open ContactPageV2. In the methods section add filtarion like in the example:


				orderFilter: function() {
					var filterGroup = new this.Terrasoft.createFilterGroup();
					filterGroup.logicalOperation = Terrasoft.LogicalOperatorType.AND;
					filterGroup.add(
						"ContactFilter",
						this.Terrasoft.createColumnFilterWithParameter(
							this.Terrasoft.ComparisonType.EQUAL,
							"Order.Contact", this.get("Id")
						)
					);
					return filterGroup;
				}

Afterwards, find your detail in the detail section of the ContactPageV2 and add the filtartionmethod like in the example:

				"Schema4Detail42a8629c": {
					"schemaName": "Schema4Detail",
					"entitySchemaName": "OrderProduct",
					"filter": {
						"detailColumn": "Id",
						"masterColumn": "Id"
					},
//here add the filter method
					"filterMethod": "orderFilter"
				}

 Save the ContactPageV2

4. In the configuration open the schema of the detail and add a block to the diff section:


		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "remove",
				"name": "AddRecordButton"
			}
		]/**SCHEMA_DIFF*/,

5. Empty browser cash and hard reload a page. In the newly added detail set up columns by clicking on three dots right next to the detail name.

Hope you will find this information helpfull.

Show all comments

Hi All,

I would like to create picklist field(dropdown list) with some custom values on Product section can anyone please guide me

File attachments

Like

2 comments

Hi Amol,

In order to create a new lookup please follow the path:

  1. Open the Product page ->View -> Section wizard
  2. Add new column with lookup type http://prntscr.com/efeekl
  3. Fill in the required information http://prntscr.com/efedbf
  4. When you finish with process of creating new field, please go to System designer -> System setup -> Lookups -> New lookup. Specify the name and choose the object that you have created when was creating the lookup field in section wizard http://prntscr.com/efefva . Press Save
  5. Empty cache and hard reload or reopen the page. Open created lookup and add the values http://prntscr.com/efegga .
  6. Now you have a new lookup created and added on the page.

Please also watch video on our Academy page https://www.youtube.com/watch?v=MgDJxYpZ-Zk

All the best,

Diana

thanx Diana

Show all comments

Hello All,

Can I convert type "Guid" to "String"  and vice-versa in business process if  yes then how?

File attachments

Like

3 comments

Hi Amol,

It's possible to convert the type using c# format, for example, in the formula element. 

It will look like:

[#Parameter#].ToString() or [#Text#].ToGuid()

Best regards,

Lily

 

Lily Johnson,

I got the following to work:

Guid.Parse("90e08cc8-73f6-41ee-b7c9-39f2cd330cb8")

 

Hello,

If you have an Id of the Lookup field then you need to get its Name. To do it, you can use EntitySchemaQuery in the script task (example 3 here)

Show all comments