Can you advise if there is a limitation on Partner External Portal to do signup page with file attachments during signup process. How is the best approach to do self registration portal.
I hope there is no limitation to this even if it require development efforts
We would like to display Section Analytics Dashboards in the portal, but we are having trouble making them appear. I have been able to get the Dashboard button to appear in our custom section, and it opens the Dashboard view, but no dashboards appear even though I have set the permissions for external users to view the dashboards.
The Main Portal page displays analytics dashboards, so what must be done to allow the Section Analytics Dashboards to display in the portal. Is there a certain file or files that must be overridden and altered to allow for the display of the dashboards, and if so, which files and methods? Any guidance would be much appreciated!
If Creatio wants this product to be adopted by Enterprise level customers, you will want to have this capability. In today's world of security, I'm shocked and frankly dismayed that your CISO and CTO don't have this on your roadmap. unbelievable.
According to the article, it is recommended to disable login for non-portal users on the portal server, which means that even the Supervisor will not be able to log in.
What I believe would be the best to use the business process to form links for portal users by using the first part of the link that is the same for all users and the id of the record (string+[macro]):
I setup Pivot table on Portal main page. And in setup it is displayed like Pivot. But when I login as portal user, I see this data like simple list. Is it possible to display Pivot on Portal?
Thank you for bringing this question to us. By default portal users can't see Pivot tables for several reasons. First of all - they should have a feature PivotTable active (this can be done on https://YOUR_WEBSITE_DOMAIN/0/Features page).
The second reason can not be overcome in the actual version, I am afraid. It will be solved in the 8.0.7 release. Pivot tables have a different directory from other dashboards. Their path is not available for Portal users as of now.
For example, if we have 100 employees and 30 of them are white-collar and the other 70 are blue-collar, how many named users and/or concurrent users might we need for Creatio Workflow?
Workers who work physically in an enterprise are called blue-collar, while those who work in the office and work in management are called white-collar.
My main question is: What does the user license described in Creatio mean? What rights do they have. Does every person working in the company need to have a user license? For example, is it possible to send an e-mail to a person who works in a company but does not have a user license? Or can someone without a user license interfere with a process?
What you did is bind the SysModuleEdit record for the page supposed to open for the portal section which was missing before.
That's necessary to make sure you bound data from this table along with data from SysSchema, SysModuleEntity, SysModuleEntityInPortal and SysModule to make sure that the portal section and it's pages are correctly transferred.
Thank you for bringing your idea to our attention!
I have registered it for review by the development team. They will process your suggestion and decide whether to add it to future updates of our product.