I'm new in Creatio. I'm testing the integrations capabilities and I feel uncomfortable with Oauth. I want my user to log into the web service every time they acess my Creatio app. I want the protocol to retrieve their permissions/scopes in order to ensure they can access the data. In Creatio, all is performed on behalf of the user specified in the "Shared User" field. I don't want my users to use those credentials. Is there a way to bypass this ?
OAuth (Open Authorization) is a trusted, widely used standard protocol for authentication and authorization. It allows users to grant access to their resources on one website or application to a third-party application without disclosing their credentials, such as username and password. This approach enhances security and reduces the risk of credential theft.
According to the basic logic of OAuth, the connection is created only once and only for one user. You can create another connection for the new user, however, there is no alternative way to bypass the logic as you described.
Thank you for your answer. In that case, I am very curious about how you refresh the token given by the third party application. Essentially, what happens when the token expires ?
I am trying to setup the OAUTH2.0 on my trail cloud instance. Would like to know what should be the identity service URL which we need to specify on Postman to generate the access token?
HELLO EVERYONE, I AM NEW TO CREATIO AND I AM WONDERING IF I CAN BUILD A OFFICE MANAGEMENT PORTAL FOR 15 EMPLOYEES WITH A LOGIN PAGE TO CONTROL OFFICE TASKS, SHARE DOCUMENTS, AUTOMATE PROCESSES, MAINTAIN A DATABASE, AND CREATE DATA VISUALIZATIONS AND ANALYTICS.
Please find information about platform basics here.
You can also find information organizational roles are user groups that represent company units, departments or subdivisions in the organizational structure here.
In addition to the above, I could see the source code section on the downloaded https://academy.creatio.com/docs/node/2311 package with many autogenerated function related to event triggers. If I check my custom object it only has getter and setter for each columns.
To autogenerate the source code I have tried
1. Generate schemas
2. Publish
3. Complie
All options I have tried but Source code is not generated.
From the screenshots it look like the column you're storing the number in is "UsrCode", however the screenshots show you're attempting to set that in a column named "Code".
Secondly, it's unlikely that the name of the UserTask component (the element titled "Generate ordinal number" in your screenshot) is really just UserTask1 (unless you've changed it to that). To find it's name, select that element, then click the three-dot button on the top of the properties on the right and switch to advanced mode to see the name. Then change the "UserTask1" part of the code in both script tasks to that name (it's likely something like UserTask_ followed by random numbers/letters)
Thanks for your reply. I have double checked my code and I have changed it into "UserTask1" also I have shown 2 examples where I am trying to follow the tutorial with property value as "Code" and my custom section with the property as "UsrCodee".
Also, I see this as because of missing source code details for my custom section than the sample SDK which was referenced in the document.
Indeed, functionality allowing you to pass collections into a pre-configured page was added not so long ago.
Collection data can be displayed on the page only when there are adjustments made in the code of the page to process and work with a collection of records.
An example of this page can be found in the bank customer journey product:
“Product selection | ProductSelectionProcessPage”
And more hints on how to use it in the process are in the respecting academy article:
I'm using Creatio Studio(trial version for now) and I have created my own custom object(Car Rental) - with the Represents Structure of Database View behavior (meaning that a table should be created for it).
As part of my business process I want to add data to the object, but I'm receiving the following error: Terrasoft.Common.DbOperationException: 42P01: relation "public.UsrCarRental" does not exist
I have saved and compiled the object accordingly but it seems that it does not work.
The "Represents Structure of Database View" means a table is *not* created for it. Instead it looks for a database view of the same name as the object.
For normal objects that will have records, you should not check the "Represents Structure of Database View" checkbox for the object. Does that make sense?
You need to set the value for the "type" column using a client-side code and this.set method. This should be added to the "Owner" attribute modification handler method (the handler example was provided in this post for example).
As far as setting the value of the Type lookup, a lookup needs an object with two properties to display properly, (1) a value property (the Id of the lookup item) and (2) displayValue (the text of the lookup item). You'd set it like this: