Hello, is there a way to use organization roles or functional roles with portal users other than the generic "all portal users" org role? For example if I want to use a business process to change access rights to one group of portal users, but not another group?
As for now it cannot be done with the help of application tools, but we have a correspondent problem registered to our R&D team so they could implement this functionality in one of future versions of the application. I will notify our R&D team about this question from you so to raise the priority of the problem. Thank you for helping us to make our application better!
As for now you can use this SQL-query so to add org.role for portal users:
I am glad to inform you that starting from 7.14.2 version of the application there is a possibility to add organizational roles for portal users. To do that you need to create a subordinate organization for portal users role
Does it mean, that we should manually create subordinate organization for every external account?
As I see Creatio has already created Organizations for every external account, but they are not displayed under "All external users" and have no option to add any divisions under it
When you create external accounts, Creatio automatically generates corresponding organizations in the organizational structure. However, by default these organizations are not displayed as subdivisions under All external users, and you cannot manage them directly in the way you would with internal organizational roles.
If your goal is to assign different access rights to separate groups of portal users, the recommended approach is indeed to manually create subordinate organizations (or functional roles) under All external users and then assign the needed portal users to them. This way you will have a manageable structure where you can apply role-based access rights and business processes.
The automatically generated organizations tied to each external account are more of a technical artifact and are not intended for access management. They cannot be extended with subdivisions or used directly in the role hierarchy.
Hello, has anyone encountered this? When a case is set to the "Waiting for Response" status and a reply is received, the case automatically gets moved to the "reopened" status and the assignee gets cleared and left as empty.
Is this expected or standard functionality? or does this look like it could be a bug specific to custom coding in our system? Should I reach out to support regarding this?
Based on this article it does not appear that it is possible to add additional sections to the portal workspace, but I thought I would check with the community to verify. Is there a way to add the Changes section to the portal users workspace? Or could a changes detail be set up in the Cases section page and the portal users be given access to that? Any other possible solutions?
Unfortunately, there are no basic tools in the application to add more sections to the self service portal page except for the base ones. Our R&D department is already aware of similar requests, therefore, the option to add more sections is planned for a future releases. Feel free to track the upcoming releases with updated features here:
Apart from that, it is possible to add the required detail on a case page for a portal users. To do this, go to the workplace settings, choose Portal and open Portal Cases section page designer http://prntscr.com/m47xtl There you can add the Changes detail and it will be visible on a portal case page http://prntscr.com/m47ytj
Implementation of such logic would require a script task. Alternatively, you can use conditional flows in order to avoid script tasks but still use the if condition equivalent.
Is there any risk of having too many business rules?
For example, our company completes change orders for our clients and there's three different types. I want to set up business rules based on the type of change order selected that makes fields shown on the page and makes certain fields required. There could be dozens of fields associated with each of the three types of change orders so this could literally mean I would end up with 100s of business rules.
Long story short, would it be a bad idea to have 100s of business rules within the cases section? could that be an issue for version upgrades or package installations? Would it make our instance any less sustainable or cause errors or slow performance down or anything?
Business rules does not affect system performance so you should not experience any issues connected with their quantity. However we recommend you to use them carefully and create documentation regarding all rules so you could understand when and why every rule is working.
Hello, what would be the best way to have a list of common tasks (activities) for when a certain type of case is created?
For example, many of our cases are "service request" for the category column, but when there is a case that is a "change order" category, we would want a list of specific tasks to populate and get assigned. These would be different tasks then we would have for a service request or other case categories.
I know you can have tasks attached to stages of a case, the problem is we only have one case that uses "status" for the stages.
The best way to achieve the task would be to create a business process, that would be triggered once a case, that satisfies the specific conditions is created. Then this process will create specific activities, that you need based on the conditions you choose. You can create several branches in the process and use conditional flows in order to create different tasks. You can read more in the academy article below:
within a business process I have a contact object and an account object. I want to associate them and be able to specify whether the contact is the "primary" contact or not.
Do I create a "Connecting contact to account" record? if so, how?
You can read data from Account, then read data from Contact with the following filter - http://prntscr.com/lockqu (or http://prntscr.com/lockvf if you need to find contact which is connected with certain account)
I would like to know how I can make a rule so that the date of a list is ordered by default or ascending, and that this happens in all user profiles and not in which I configure it.
Hello! Do you want to sort all records by a certain date? Data is usually displayed as a calendar and there is no filtration except for the current date
If you put an old case number in the email body while trying to create a new case, instead it will only update the old case. I understand this is standard functionality of bpm'online, but is there a way to work around this if the user actually does want to create a new case and reference an old case when doing so? One idea I have is the user could abbreviate the case such as "case ending in ....15282" instead of typing the entire case. But are there any other suggested practices to get around this function of emails referencing other cases causing the system to NOT create a new case?
The system basic logic also involves checking the status of the case in order to determine whether the email should be linked to the existing case or it should create a new one. You can read about it in the academy article below:
Thanks Matt. I noticed in the article, it refers to case #s in the subject of the email. However this occurred for us when a case # was in the body of the email. Does that mean there was an issue? It was not expected?
It does mention the subject, however the email body as well as the email thread is being parsed for the case number and this is the intentional behavior. We will pass the info to the academy team in order to improve the mentioned article.
Please send an email to support@bpmonline.com with detailed description (instance link, screenshot with output you received and description of what you want to achieve) so we may help you.
