Has anyone had experience in setting up Contact fields to display and locking them so users cannot change the setting? Looking for help in how to do this.
You can setup column permissions to fields for specific roles so users could only see values of fields but they will not be able to edit them. Here is an Academy reference on this topic here.
Please destribute access rights on the detail object for portal users. For example you have a detail based on UsrObject, then you need to turn on "managed by operations" for UsrObject for portal userd, so tha they can add and edit records.
As the title puts it, is there a way to "Select" a number of activities on the Opportunity page (Activities Detail) and then "Run-Process" on the page to change the status to "Complete".
How would I go about reading the selected records?
Read data element cannot use the result of collection - you can read collection of records but you will not be able to pass it further to the process. To fulfill your task you can either create a cyclic process that will complete certain amount of Activities according to the filter or create a process that will complete all Activities connected to a Opportunity or write a script task that will divide ID's for read elements.
The out-of-the-box feature that would allow to set up folder views will be available in the future application versions. As for now, please install this application.
Unfortunately, there is no basic way to set up different columns' views for different folders, but the corresponding project is already registered for our R&D team. The idea was accepted by them and will be released in further versions of Creatio system.
Please let us know in case any additional information is required.
I'm trying to create a calculated column called Doors on an editable grid. Doors amount is calculated based on two columns. Entries and Floors. All columns are int. So Doors = Entries * Floors. How can I calculate Floors automatically and without using a business process on an Editable Grid. We achieved Editable grid using https://community.bpmonline.com/articles/editable-grid-section
It is difficult to implement it in a way that you described. The most easy way to achieve it is to create additional column and update it`s value each time entries or floors value changes. Such realization will allow you to work with "doors" value from any part of the system as you usually do.
I wanted to make a query regarding the Command-line that comes by default in BPM'ONLINE. What happens is that I would like to know if it is possible or is there some form and / or code that allows me to show the Command-line in the profile of the portal users?
I found this tutorial that shows how the Command-line works but not how to make the portal user see it.
Unfortunately now there is no good way to transfer the command line on a portal. It would be basically equal to implementing new command line. RnD team already working on adding command line for portal users in future versions, there is no ETA for this yet.
SAML 2.0 protocol support is implemented in bpmonline when setting up Single sign-on. Any identity provider that supports this protocol is compatible. If that is what you are trying to set up here are academy pages that would help you to do that:
How can I use the "Created on" date in another section?
I want to use it outside of Activities - so I put it in another section- the only problem is that its not populating and I can't find the code to copy in...and I'm not a coder. Honestly- I'm not even sure if it should need code.
You can simply use business processes if you need to take one value from a record and put it to another record. Even if those records are in different sections. For example this business process will read created on value from created activity and update Valerie Murphy profile and change created on value for Valerie's contact record http://prntscr.com/na6ywa. Please read this Academy article so to understand how business processes can be created.
