Hello,

'Who performs the task?' field takes value directly from "Contact" table so unfortunately it is not possible to display some task for specific role since it can lead to errors when processing this task record by several people. But our R&D team is already working on the possibility of assigning the task to some role.

Best regards,

Oscar

Please suggest what object needs to be bind so that it will be part of my package and will be transferred to another system. Thanks

Fulgen Ninofranco,

Hello!



You should bind data for object 

SysMobileWorkplace.



Regards,

Dmytro

Hi Fulgen,

To have mobile workplace by default you should go to the system settings -> search for "Default workspace" -> Choose the lookup "Mobile application workspace" -> the field Default value should be filled by the name of the workspace you want to be by default.

Thanks Bohdan,

But I believe this setup will applicable for all users, I want something to be it like per user of per role 

Fulgen Ninofranco,

You can use Access rights tab when setting up a workplace to choose roles.

Dear Fulgen,

As for now there is no functionality to export license data via Excel. As a workaround you may use SQL queries and export data via SQL executor and SysLicUser&SysLicPackage tables. 

Best regards,

Angela

Dear Fulgen,

There is no mechanism to track who enabled the change log. However, by default it can do only the system administrators. To restrict the users from managing the change log, please use Can clear change log, Access to "Change log" section, View change log operation permissions.

Dean

    Currently, when the detail is added to the portal, the portal users cannot add the records. This is default application logic. We already had multiple requests from the customers to make this option possible and this idea has been accepted. It will be possible to add the records on the detail on portal in the nearest application releases.

    As for editing existing records, the logic of the portal affects overall detail functionality. It affects the existing records as well. Basically it is not quite possible to use details on portal since they do not have the corresponding records in the SysModuleEntity and SysModuleEntityInPortal to work properly on portal. 

Thank you Bohdan!

Bohdan Zdor,

Hello.  Has the ability to add new detail records for Self Service Portal Users been added to the latest version of Creatio?

Hello,

The data available for portal users is limited by the [ List of objects available for portal users ] lookup. Only the objects included in the lookup are accessible via the portal UI.

In addition, you should configure your object permissions according to your detail object.

Thank you,

Artem.

Dear Fulgen, 

The object name is External Access in the object permissions http://prntscr.com/qgcpjf If you are talking about missing tab in the advanced settings, you can use the operation permission CanUseExternalAccess to add the user who is allowed to access the external services http://prntscr.com/qkdszk and after that select the required permissions for him in the object permissions.

Best regards,

Dean

Dear Fulgen, 

This is quite complex, task, but here is an idea of how you can do this. 

To add new action to the settings page you would need to create a new module and add it in the mobile application manifest to the CustomSchemas.

The code for adding custom action in the settings page is the following: 

Ext.define("Terrasoft.configuration.action.MyAction", {

    extend: "Terrasoft.core.action.AbstractAction",

    config: {

        myMessage: null,

    },

    execute: function() {

        this.executionStart();

        Terrasoft.MessageBox.showMessage(this.getMyMessage());

        var mainPageController = Terrasoft.util.getMainController();

        Terrasoft.Router.route("basepage", mainPageController, ["calleridsettingspageview", {direction: "left"}]);

        this.executionEnd(true);

    }

});

// Add action

Terrasoft.sdk.Application.addSettingsAction({

    name: "myItemName",

    caption: "MyMobileCustomSchemaTestActionCaption",

    actionClassName: "Terrasoft.configuration.action.MyAction",

    actionClassConfig: {

        myMessage: Terrasoft.LS["MyMobileCustomSchemaTestActionMessage"]

    }

});

MyMobileCustomSchemaTestActionCaption and MyMobileCustomSchemaTestActionMessage are 2 localizable strings. 

After that you can look what does the onChangePasswordClick in the ChangePasswordModuleSchema schema and implement the same logic in mobile when clicking your action. For changing language you would need to display lookup column of SysCulture object and populate the current user's culture with the result of the selection of this field. 

Hello Fulgen,

Size of the file can be regulated using "Attachment max size" system setting (value is specified in megabytes). As for additional file format verification - here is the link to community article where same question was asked and resolved.

Best regards,

Oscar

Dear Nicolas,

If record fits the condition of case that was created it automatically switches to that case. Make sure that opportunities suits the condition you specified. 

Best regards,

Angela

Angela Reyes, even if the opportunities have already been opened in the previous case ? I tryed to switch the case with the "Version DCM" lookup but old opportunities stay in the v1 DCM Version even if it is set to v2.