Hello community,

 

Is there a way to display the print button and allow portal user to download reports including fastreports. I tried giving access to specific objects and adding them in "List of objects available for portal users" lookup. After adding this configuration the print button is shown but I cannot download fast reports due to access rights and the following message is shown "Failed-Forbidden". 

This message is only shown for fast reports printables. Word printables are downloaded successfully. Is there something that I'm missing in the configuration?

 

Thank you,

Lirzae

Like 2

Like

1 comments

Hello, Lirzae!

 

Please try to upload the report again but with an open browser console (press F12 to open it) and provide us with a screenshot of that. 

There might be errors that could help us find the cause of the issue.

 

Best regards,

Kate

Show all comments

Hello Creatio Community !

Which type of contacts can i access in feed ?

I can see only contacts which are users of the system . Is this the only type of contacts that we can see from Feed ?

Like 0

Like

1 comments
Best reply

Hello Petrika, 

 

Yes, you can access here only Contacts that have existing system users. 

 

Best regards,

Anastasiia

Hello Petrika, 

 

Yes, you can access here only Contacts that have existing system users. 

 

Best regards,

Anastasiia

Show all comments

Hi all,

please advise me how to disable immediate qualification after my transition to Qualification stage.

My case:

1. Lead case was customized. The first stage is 'New'.

2. Create new lead, current stage is 'New' 

3. Transition to 'Qualification' manually

4. Immediate qualification occurs

 

BR,

Valery

 

Like 0

Like

2 comments

Hello Valery,

 

The qualification stage is used to check the completeness of information about a contact or an account to which the lead is linked. This stage starts after the lead information has been saved.

If the available information is sufficient for further work on the lead, qualify the lead without opening the record page. To do this, select the record in the list and click [ Qualify ].



The following instructions can help you to achieve the result you are looking for: 

How to change the standard lead management process? How do I add or modify process stages?

Show all comments

Hi all,

 

please advise me how to disable lead immediate qualification after transition to Qualification stage ?

Please have a look my lead case in attachment.

 

File attachments
Like 0

Like

1 comments

Hello Valery,

 

The qualification stage is used to check the completeness of information about a contact or an account to which the lead is linked. This stage starts after the lead information has been saved.

If the available information is sufficient for further work on the lead, qualify the lead without opening the record page. To do this, select the record in the list and click [ Qualify ].



The following instructions can help you to achieve the result you are looking for: 

How to change the standard lead management process? How do I add or modify process stages?

Show all comments

Hello community,

 

Is it possible to remove records adding in a specific detail when the main object is in a specific stage?

Like 0

Like

1 comments

Hello,

 

Add the following code in the page schema of main object under methods:

isDetailEnabled: function(detailName) {
        var DCMStage = this.get("UsrDCMLookup").displayValue;   
	if (detailName === "ExampleDetail") {
		if(DCMStage === "Approved"){
                    return false;       //Disable the "+" button
                }
                else{
                    return true;        //Enable the "+" button
                }
	}
	return this.callParent(arguments);
}

 

Regards,

Sourav

Show all comments

Hello community,

 

I am trying to implement a service for portal and system users using the documentation in https://academy.creatio.com/docs/8-0/developer/application_components/portal/self_service_portal/overview

 

The service has the following code:

using Terrasoft.Web.Common;
using Terrasoft.Web.Common.ServiceRouting;
 
[ServiceContract]
[DefaultServiceRoute]
[SspServiceRoute]
[AspNetCompatibilityRequirements(RequirementsMode = AspNetCompatibilityRequirementsMode.Required)]
public class Service1 : BaseService
{ 
       //Code
}

For system users the service works fine but when I try to access the service from postman authenticated as a portal user I get the following message : "IS 10.0 Detailed Error - 403.0 - Access to non-SSP API is denied for portal users" with 403 status code. Is something that I am missing in the service implementation or in web.config?

Like 0

Like

2 comments

Hello!

 

Ensure that you add the /ssp prefix to the route when making a request as a portal user.

A feature called "EnableCustomPrefixRouteApi" enables web services custom routing and restricts SSP user access services without the /ssp prefix.

In order to enable it you need to run the following script in the database:

 

INSERT INTO AdminUnitFeatureState (SysAdminUnitId,FeatureState,FeatureId)

VALUES ('720B771C-E7A7-4F31-9CFB-52CD21C3739F',1,'17ED5BE9-CA87-42A4-A761-3466DBABF925')

 

Another feature called "UsePortalDataService" divides services into the portal and non-portal ones. To enable it run the following script:

 

INSERT INTO AdminUnitFeatureState (id, SysAdminUnitId, FeatureState, FeatureId)

VALUES (newid(), '720B771C-E7A7-4F31-9CFB-52CD21C3739F', 1, '45D7102E-42D5-4E61-ADF8-77F00CD2F3E8')

 

So make sure you are using the /ssp prefix and both features are active in the system.

 

Best regards,

Max.

We also suggest replacing 

[DefaultServiceRoute]
[SspServiceRoute]

with

 

[DefaultServiceRoute, SspServiceRoute]

 

Best regards,

Max.

Show all comments

Hello community,

 

I am using perform task inside section cases. The task updates the entity stage. After the stage is updated from the task I want to catch this event and reload the entity from the client side. I tried using the following approach but nothing happens

"Stage": {
				dependencies: [
					{
						columns: ["Stage"],
						methodName: "onChangeStage"
					}
				]
			}

The below script is called only when the stage is updated directly from the client side and not from a task or a business process. Is there a way to catch this event from the client side?

Like 0

Like

1 comments
Best reply

Since the automatic changing of a stage happens outside of the context of a page, you won't receive any events from the change on the page itself. 

The only option is to either use a process, entity subprocess or entity event listener class (and starts with a signal of case modified in stage field) and if it's changed to the appropriate stage you send a signal to the client. You can see how to send a message from the server (such as from a process) to the client here: https://customerfx.com/article/sending-a-message-from-server-side-c-to-…

You'll add code to the page to listen for this message and then reloadEntity to refresh the page. 

BTW, if you want to use an entity event listener class instead of a process, I've outlined how to do that here https://customerfx.com/article/adding-code-to-listen-for-entity-events-… although using a process is quick and easy.

Ryan

Since the automatic changing of a stage happens outside of the context of a page, you won't receive any events from the change on the page itself. 

The only option is to either use a process, entity subprocess or entity event listener class (and starts with a signal of case modified in stage field) and if it's changed to the appropriate stage you send a signal to the client. You can see how to send a message from the server (such as from a process) to the client here: https://customerfx.com/article/sending-a-message-from-server-side-c-to-…

You'll add code to the page to listen for this message and then reloadEntity to refresh the page. 

BTW, if you want to use an entity event listener class instead of a process, I've outlined how to do that here https://customerfx.com/article/adding-code-to-listen-for-entity-events-… although using a process is quick and easy.

Ryan

Show all comments

Dear Devlabs,

 

which version of IBM messaging queue is supported by the adapter from marketplace?

 

BR

Like 0

Like

5 comments

Hello Valery,

 

Could you please elaborate on your question?

Please describe the desired result after receiving the requested information.

 

Thank you,

Artem.

Hi Artem,

 

thank you for your feedback.

 

I want just outline what I expect. 

My expectation is the number of latest version of  IBM MQ with which the adapter works properly.

 

BR

 

 

 

Hi, Valery!

We are using version 8.0.0.7 of the external library from IBM MQ.

As such, the add-on is compatible with IBM MQ 8.0.

We haven't tested the compatibility with the latest versions of IBM MQ.

Yevhen Vorobiov,

Hi, Yevhen,

 

thank you for your reply. Please advise me about plugin compatibility with IBM MQ 9 (9.0, 9.1, 9.2) version.

Valery,

Hi Valery!

Since we have not tested the compatibility with the latest versions of IBM MQ, we cannot provide an advice. You might want to test this on your end.

Show all comments

Hello community,

 

I am trying to connect a full organizational role with an organization. To implement this solution I want to update the Account column of SysAdminUnit table which is impossible from the client side. Is there a way I can update the Account column of SysAdminUnit?

 

Like 0

Like

1 comments

Hello,

 

Could you please specify what is the purpose of connecting an organizational role with an Account? Organizational roles are used to distribute access rights between the users in the system, however, organizations and accounts do not have access to the system.

 

You can update the table with a SQL query like

UPDATE SysAdminUnit 

SET AccountId = value

WHERE condition;

Where the condition can be something like

Id = '9dc7626c-e03a-4978-b5c2-cdcf99de7801'

or

Name like '%Accounting Department%'

 

Best regards,

Dariy

Show all comments

Hello community,

 

Can an organization (Legal Entity) be in an organizational portal structure and at the same time and in a system organizational structure?

If so, does Creatio provide an interface in which it can assign an organization (account) to an organizational structure of the system?

 

 

Like 0

Like

1 comments
Best reply

Hello,

 

Such logic was implemented only for portal users since the Self-service Portal was designed only for them and they could be from different companies (from the accounts section).

 

Best regards,

Bogdan

Hello,

 

Such logic was implemented only for portal users since the Self-service Portal was designed only for them and they could be from different companies (from the accounts section).

 

Best regards,

Bogdan

Show all comments