Hello Krishna,

Yes, you should distribute a portal license to the SysPortalConnection Creatio portal user to set up the customer satisfaction evaluation. 

You can find more detailed instruction on how to configure Customer Satisfaction (CSAT) evaluation in the following Creatio Academy article: https://academy.creatio.com/documents/customer-center/7-15/customer-sat…

Please, let us know in case you have any further questions. 

Best regards, 

Olga Avis. 

Olga Avis,

Thanks Olga

Hi Muhammad,



I checked on my end - the given CSS works both with true and false value so I assume that your code is giving wrong value. You can open chrome debugging tools and put a break point to check which value you are setting.



To check if the current user is portal or not you can use Terrasoft.isCurrentUserSsp() function instead of the provided snippet.



Regards,

Dmytro

Dmytro Smishchenko,

Thanks for suggestion, its working in  "OpportunityPageV2"

From "UsrPortalDashboardCSS" the code is working fine. Whatever css defined its applying everywhere in list/detail/edit views of CRM and Portal (globally).

In code under "BootstrapModulesV2" I'm checking if current user is portal user than only apply CSS. same logic is working fine on other pageV2 for example "AccountPageV2" but the problem is that, CSS only applying on Account Section.

Below code is not working on "BootstrapModulesV2" console log is also not showing output.

Any help will be highly appreciable.

define("BootstrapModulesV2", ["css!UsrPortalDashboardCSS"],
function() {
	return {
		methods: {
			init: function() {
				this.callParent(arguments);
				this.initializeCustomCSS();
			},
			initializeCustomCSS: function() {
				var CurrentUser = this.Terrasoft.isCurrentUserSsp();
 
				if(CurrentUser === true){
					this.console.log("Current User is portal user");
					Terrasoft.utils.dom.setAttributeToBody("CustomUIPortalUser", true);
				}
				else {
					this.console.log("Current User is not portal user");
					Terrasoft.utils.dom.setAttributeToBody("CustomUIPortalUser", false);
				}
			}
		}
 
	};
});

Muhammad Shajiuddin,

Below code is not working on "BootstrapModulesV2" console log is also not showing output.

This is because the BootstrapModulesV2 simply returns an empty object, it does not have an init method so your code is never getting called. You can try a different schema to add this to such as MainHeaderSchema and use the init or onRender.

Ryan

Dear Mitch,

Yes, such dashboard can be added, however you should note that Case Message History contains not only portal messages but also emails, system messages and status changes so you should filter records that user should see. 

Best regards,

Angela

Hello Fulgen,

If this is an on-site application you need to modify Web.Config file in Terrasoft.WebApp folder:

<add key="SspUserRegistrationLicPackage" value ="bpmonline Customer Portal On-Site" />

If this is cloud application - please contact creatio support team and tell the the name of the application where you want to make this change.

Regards,

Oscar

Dear Julius,

The application portal is a part of the platform used by external users and it is limited. There is no way to turn the portal user into the regular system user. The portal users' functionality is limited by the licenses and the objects permissions. Apart from that, there are a lot of back end functionality which is not compatible with the portal users. For example the portal users will not be able to run the database triggers for majority of the default functionality, access the portal through mobile application, run bulk emails, etc. Basically, there is no point to allow external users to use the application through the portal as a regular company employee. For this purpose, it is better to create a regular user for this individual. Theoretically it is possible to allow external users to use the application functionality on the company employee level, however it can only be done with the help of separate development project. 

Best regards,

Dean

Ricardo Alberto Cruz López,

Please note that the emails functionality is not available and cannot be setup for portal users.

Hi Fulgen,

You can fallow the below link for creating the portal users 

https://academy.bpmonline.com/documents/portal/7-14/add-portal-users#XREF_48563

If you observed in below screenshot there is an option called function roles you can add there.

Regards,

praveen

Hello, 

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. 

Best regards, 

Dennis 

Hello Muhammad!



In such case, you may add custom attributes or classes to html attributes basing on some condition. There is community article that describes how to achieve it: https://community.bpmonline.com/questions/how-add-custom-style-control-page-based-condition



Best regards,

Alex