Hello,

Could you please describe how this logic was implemented on your side? If possible, we would appreciate it if you could share a screenshot or an example of the code you are using. This will help us better understand your setup.

Hello.

From what you've shared, it looks like the process isn't retrieving the uploaded file as expected. To help pinpoint the issue, here are a few steps to take:
1. Turn on tracing for the business process. This will show whether the record ID and file attachment are actually being passed to the process at runtime.

2. Make sure that the RecordId used in the “Process file” element is the same ID as the one associated with the uploaded attachment. If you're triggering the process manually, double-check that the correct record is selected or passed in.

3. In your “Process file” element, you've selected the Uploaded file as the object. Confirm that the attachment was uploaded to this exact object. If the file was uploaded to a different object (e.g. another section or lookup), you’ll need to change the source object in the element configuration accordingly.

4. You can directly query the SysFile table (or the relevant attachment table) and check if the uploaded file is tied to the expected record ID and object schema.

Best regards,
Antonii.

Nevermind -- figured it out.

Confirmed this is still the case in 8.3.1. Not sure what functionality the "required" flag now performs for numeric fields, since as you say Creatio doesn't allow actual null values for numeric fields and defaults them to zero. I wonder if this indicates that we might be able to differentiate between zero and null in future - I hope so!

Hi Harvey ,

I don't know if in future null values will be available for numeric fields, but all existing entities have already been created not allowing null values.

The actual numeric fields management on the user interface is not consistent with the database structure, then I hope Creatio will fix  this issue very soon.

Hello Massimilliano,

We have tested this behavior on site with versions lower than 8.3.0 and the validation allows 0 to be saved for the field, please see testing below:



Could you please provide us with more information on how to reproduce the issue, if there is something we are missing?

Thank you in advance!

Hello Alina ,

Our customers reported the issue after 8.3.0 upgrade, then it's possible the issue was already present in 8.2.2.

In any case, regardless the origin is version 8.2.2 or 8.3.0, it's an issue and our customers are asking for a fix.

Thank you

Hello,

Please try logging in as Supervisor to manage this option. Without administrator rights, it is not possible to enable "Send emails from Creatio" in a user's mailbox settings remotely.
This setting cannot be activated without logging in as the mailbox owner or involving them, as mailbox integration in Creatio requires direct user authorization for security reasons.

Best regards,
Ivan

Ivan Savenko,

Hi, thanks for your reply. I have administrator rights as System Administrator. I need to manage the mailbox settings of a Supervisor because he has no time for this. As I understand it, it's impossible to do so without involving the user. 

Good day,

Thank you for your question. 

The best way to implement filtering for specific records by a particular column would be to approach it from the level of record permissions rather than direct section filtration to prevent any security breaches.

The approach you may consider implementing, therefore, is as follows:

1. Go to System Designer > Object permissions.
2. Locate and select your custom "Services" object.
3. Enable the "Use record permissions" option.
4. Create a business process that would automate rights redistribution to Services records that already exist or are yet to be created based on the contents of the Site Contact column

Articles you may find useful are as follows:

Record permissions management

Manage permissions Business Process

Business process hub

We hope this helps!

Nikita Kudin,

Thanks for the feedback....I am facing trouble with my custom entity jobs. When I try to give rights below error pop up comes up:

If I check the record checkbox in object setting in application hub , no records are shown in portal for logged in contact. What exactly am I missing here?

You need to add these attributes to your service class: 

[DefaultServiceRoute]
[SspServiceRoute]

Note, those are added to the SaveSignatureService class, not the service method SaveSignature. 

With those added, the path to call the service is slightly different for external/portal users. Full Creatio (internal) users will use: 

0/rest/UsrMyService/SomeMethod

External users will use: 

0/ssp/rest/UsrMyService/SomeMethod

You can use the following code, if needed, to get the correct path/url based on the user type, it will return the correct path for both user types: 

var workspaceBaseUrl = Terrasoft.utils.uri.getConfigurationWebServiceBaseUrl();
 
var servicePath = workspaceBaseUrl + "/rest/UsrMyService/SomeMethod";
 
//servicePath will now contain the correct URL for either user type

Ryan

Ryan Farley,

Thank you for your prompt and detailed response. The solution you provided worked perfectly, and I sincerely appreciate the time and expertise you invested in addressing my issue. Your support has been extremely helpful.

Thank you once again for your assistance.

Hello,

Currently, Creatio does not provide an out-of-the-box option to configure user- or role-based access permissions specifically for MS Word reports.

It is also not possible to enable record permissions selectively "only for some reports." The SysModuleReport table contains definitions for all report types, and enabling record-level permissions on this entity would affect the entire reporting subsystem. This may lead to unpredictable behavior, including incorrect report visibility or access issues for other users and report types. For this reason, modifying its permission model is not recommended and is not supported as a partial or isolated configuration change.

If the project requires strict access control to specific reports, this can only be achieved through a custom development approach (e.g., custom UI logic, custom section replacing standard report generation buttons, or intermediary permission checks).

Hello Varvara,

The error you’re seeing occurs because the columns you added to the schema (“Relationship Manager” and “EDRPOU”) were introduced via an object replacement in the Custom package (typically the last package in the hierarchy). However, the schema you are working with resides in the package above Custom, so these columns do not exist in that package.

To resolve this issue, you have two options:

1. Move the object replacement from Custom to the package where the schema currently resides. This is the recommended approach, especially if you plan to transfer the schema to another environment.
2. Create a replacement schema directly in the Custom package.

Following the first approach generally ensures smoother migration and consistency across environments.

I hope this helps. Have a great day!

Alina Yakovlieva,

Thanks, that's a little bit confusing for me - never moved anything between packages. It's easier to stay with Classic UI for now.

Hello,
Most of the times, such logic is located inside of event logic of configuration objects. In your case, the code you are looking for is most probably located in the object ContactCareer package CrtBase.
When you open this object, in the Actions click on "Open process"

Many thanks ! yes the code is exactly in the object ContactCareer package CrtBase. Now i have to write some overide i guess.