Hi, all!

 

Could anyone clarify, do user's access rights depend on the order in which organizational roles are added on the detail of the user's form? I mean is it important if I add organizational roles for one user in the order

Role1

Role2

Role 3

and for another user in the order 

Role 2

Role 1

Role 3

 

And give them the same functional role (only one)?

 

I'm asking because now those two users can see different amount of the records of the same object and the only difference in their rights is that order.

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Hi. 

 

Can you help me to know if there is a way to add more options to this menu? 

I add new results in the lookup, but those options don't appear here. 

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You can add/modify those in the Activity results lookup. However, those values are tied to specific Activity categories. If you select a row in the Activity results lookup there's an icon you can click to define which Categories it is for - see https://share.customerfx.com/QwuoY8RK

Ryan

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Is it possible to set the value of a System setting which has the "Save value for current user" setting enabled for a specified user from C# code, e.g. from a script task? I've found the below code for setting a System setting, but presume that if the checkbox for the above is selected, then it will only set the value for the current user (or the System User if running in the system context):

var settingCode = Get<string>("UsrSystemSettingCode");
var value = Get<string>("UsrSettingValue");
Terrasoft.Core.Configuration.SysSettings.SetValue(UserConnection, settingCode, value);
return true;

 

We need to be able to set the per-user system setting for a specific user (determined by data in the BP in our case) but looking at the (always hard to find) API documentation, it doesn't seem like there's an overloaded version of SetValue that allows you to do so as a specified user - except possibly one that is marked as being deprecated in a much older version:

 

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Inside the Contact object, I need to show data from a related object: New Custom object.

How can I show this related data on the "Additionnal information" custom tab?

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This was not yet resolved
 

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I created new App "NewIdeas"

I am putting a business rule based on a "Status" criteria in place but it will not work correctly: In all cases , the Tab "Completion" remains hidden.

Tab hidden rules (see below)

 

 

 

Tab show rules (see below)

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Hello,

 

We see that you have already created a case regarding this issue directly for our support team and we will process the request in that case.

Good!

Where is the boundary between official Support ticket and the end-user community?

Issue was resolved by chaging the logic to: Equal to Other statuses, Save, Save, exit - Login and restart the app.
Solution to Show/Hide problem

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A user with an eye for detail has noticed that when a new case is created and the Contact added and the record saved a feed message that states the contact posted in the case appears.

 

This only happens it appears on a new record, if the contact is subsequently changed there is no message.

 

Is there any logic to this, or is there a way to stop this message (I cannot see an obvious business process that is responsible)?

 

Thanks,

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Best reply

Hello,

We've made changes in the product so that when you write a message to create a case on the portal, it now shows up in a feed along with the case description. This happens due to a process called "CreateFeedMessageFromCaseDescription."

If you prefer, you can turn off this feature.


 

Hello,

We've made changes in the product so that when you write a message to create a case on the portal, it now shows up in a feed along with the case description. This happens due to a process called "CreateFeedMessageFromCaseDescription."

If you prefer, you can turn off this feature.


 

Bogdan,

Thank you :)

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Question

Do we have an overview when the data enrichment will be available on Freedom UI for the contacts and for the accounts ?

 

Roadmap is not telling anything about this feature.

 

Thanks in advance,

Franck

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Is it possible to create an entity based on a view (so with the "Represents Structure of Database View" checkbox checked, and with the view created using a SQL script) that inherits its record permissions from a "real" entity? I tried to do so by simply checking the record permissions checkbox and specifying the parent object in the "Object to inherit access permissions from" field of the entity, but this doesn't seem to work.

 

My setup is that we have the OOTB Leads entity, and then I've created a view over the top of it taking all columns but with a filter condition, to be used for reporting over Leads while filtering out certain Leads that should never be included in reporting so we have a more consistent reporting basis and don't have to make sure to include those filters in every widget. I added 2 columns to the view based on the Id and LeadName columns called UsrBaseLeadId and UsrBaseLeadName, which then have a lookup column UsrBaseLead added over them in the view-based entity. This lookup is then used as the "Object to inherit access permissions from" for the view-based entity.

 

There aren't any errors thrown in the logs when trying to do this, but non-super-users just can't see any of the records. When I tried to check a record in the view's permissions, I could see that the SysRights table for the view entity doesn't exist, so I tried creating that rights "table" as a view in the database that took its data from the Rights Table of the real entity, but while that seemed to work inasmuch as I could check a record's access rights and see that the correct rights were there and was even able to modify those rights, it didn't make it visible to a non-super-user.

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In Freedom UI we have the possibility to setup the message composer to set a default sender : 

  • Use default mailbox
  • Use case source mailbox

The system is not generating the field from when composing a new email. Is this feature available ?

 

 

 

Anyone got this working ?

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Unable to login to creatio with below errors .

 

GenerateViewModuleScripts?v=8.1.1.3635:1 Could not load file or assembly "CrtFeatureToggling, Version=8.1.1.3635, Culture=neutral, PublicKeyToken=null" or one of its dependencies. The system cannot find the file specified.

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Hello!

 

Please create a case for the Support Team via support@creatio.com and provide all necessary details for the investigation (screenshot with errors, instance, external access to it).

 

Best regards, 

Mariia

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