Hello all!

I modified the leads dashboard to show an additional chart as can be seen in the left of the screenshot.

When logging in with my test user the newly created chart is invisible (right side).

The test user has of course default reading rights for the dashboard as he can see all the other charts.

What do I have to do to fix this?

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3 comments

Hello Christian, 

 

Please write to support@creatio.com, as this issue needs more analysis and will require external access to your instance (from Supervisor and test user).

 

Thanks, 

Igor

Thanks, will do.

Support helped me out - solution is not perfect. Recreate all relevant dashboard in English and then they are visible in other languages too.

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Hi! 

I have a question about the feed tab. 

I do want to ask you if there's any out of the box possibility to change the permissions for a user. I don't want to let a user to edit or delete his own comment posted in the feed tab, but the manager should have access to those 2 functionalities.

Can I implement this without code?

 

Thank you,

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Hello,

 

If you want to configure the deletion permissions please use Permission to delete messages and comments:image.png



Permission to delete messages and comments gives permission to delete messages and comments left by other users in the [Feed] section, on the [Feed] tab of the Notification Panel, and on the [Feed] tab of the view and edit pages of the system sections.

Please note, that there is no possibility to deny permission to users to delete their own messages and comments even if they do not have access permissions to this system operation.

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Hello Creatio team,

I manage to give access for ( Operations and Records )to this specific object from the Configuration.

Even though these changes are not reflected as can be seen in the printscreen below:

How can i overcome this problem ?

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Hello,

 

As we mentioned in the submitted case to support, we do not recommend you manually check those boxes, to properly add them please follow the steps below:

  1. In the object, permissions section add your restrictions
  2. The system will create a "copy" of the object you are working on in the current package as a reference to the original object
  3. In that copy, you will see the checkboxes checked for the chosen options from object permissions.

Please make sure to set the "Current Package" system setting to the one you are developing in.

For further questions please refer to your support case.

 

Thank you.

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I am attempting to set default Access Rights for new emails (inbound and outbound) for my Sale Department users.  Essentially, I want to ensure that all Sales Department members have Read Access to all emails generated by their department colleagues.

 

I use the Object Permissions UI page, setting the values for EmailDefRights.  I add my email profile as Record Author under the Use Record Permissions, set User or role who obtains permissions to Sales Department (user group), and check Grant Read access.  When I go to Apply the new setting, and request to change existing records, I get the following error:

"Object reference not set to an instance of an object."

And I cannot even leave the settings page.

What am I doing wrong?

BTW, I also tried this action on the Email message Permission, but nothing seems to happen.

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Hello John, 

 

Please write an email to support@creatio.com, as your case needs to be analyzed individually. 

 

Best Regards, 

Igor

Done.  Request #SR-01139268

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I can not access users from portal in feed. In the screenshot below i am logged in as a portal user.

I can only access one user, the one that i am logged in

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Hello Petrika, 

 

Please check whether you portal user has the needed access rights and can access other Contacts records, the issue may occur if the user doesn't have access to the Contacts records.

 

Best regards,

Anastasiia

Hello Petrika, 

 

Please check whether you portal user has the needed access rights and can access other Contacts records, the issue may occur if the user doesn't have access to the Contacts records.

 

Best regards,

Anastasiia

That was the issue. Thank you Anastasiia

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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 ?

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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

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Hello community,

 

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

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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

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Hello Creatio Community!

I can not acces the Portal. This happens when I try to login as e Portal user. Printscreeen below 

This is time-sensitive. Thank you in advance 

Petrika

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Petrika,

also, please check if the "State of feature" is included in the lookup and that both "Feature" and "AdminUnitFeatureState" have operation permissions enabled in the Object permissions section.

 

Best regards,

Max.

Hi Petrika,

 

Please make sure that both the "EnableCustomPrefixRouteApi" and the "UsePortalDataService" features are active in the system. To do that,

run this script:

 

select * from AdminUnitFeatureState where FeatureId = '17ED5BE9-CA87-42A4-A761-3466DBABF925' or FeatureId = '45D7102E-42D5-4E61-ADF8-77F00CD2F3E8'

 

Please note that the FeatureState column needs to be equal 1 and the SysAdminUnitId has to be equal '720B771C-E7A7-4F31-9CFB-52CD21C3739F'

 

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

And the "UsePortalDataService" one divides services into the portal and non-portal ones.

 

Best regards,

Max.

Max,

Still doesnt work Max. Select query

Result

Still the 403 response

What should i do ?

 

Petrika,

 

In the inner web.config file please check the following line:

<add key="UsePortalDataService" value="true" />

it needs to be set to true.

Also, please check the "List of objects available for portal users" lookup if the "Bpm’online functionality" is included in it.

 

Best regards,

Max.

Petrika,

also, please check if the "State of feature" is included in the lookup and that both "Feature" and "AdminUnitFeatureState" have operation permissions enabled in the Object permissions section.

 

Best regards,

Max.

Thank you very much for the professionalism Max.

Feature and AdminUnitFeatureState didnt have permissions. This solved the issue.

Best Regards Petrika

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Hi,

I want to set up access right to a folder on the project section but it is not showing me this option. When I click the setting Icon I only have Set up filter, Rename, Move Copy, Delete.

When I try in other sections like order and account I do have the Set up access right.

I try to add an image but it is not working :(

Thanks,

Chani

 

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Hi, did you find the answer? 

Gevorgyan Tigran,

Yes,

I had to enable record permissions to an object called Project folder.

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Hi,

One of my users reported that he can't add participants to an event (custom event we created that is based on activity), he picks the contact but when hit save it doesn't show up in the detail list. when I checked this as admin, I was able to add and participants (contacts) and was also able to see those the user added before. 

How do I get to a detail's access permissions? I looked in the Object permission for activity participants all 3 columns are unchecked (operation permissions, record permissions and column permissions). Would like to see the specific record permission too.

Thanks,

Chani

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I have noticed when you create a detail as a new object in the section wizard, it checks the box on the object for "Record" permissions. The issue is that it doesn't show as record access enabled in the object permissions, only in the object itself. So what you're ending up with is the system thinks there are record permissions for the object but no permissions are set, so the user can't see the record. To fix this, open the object for the detail in the configuration, then uncheck the checkbox for "Record" permissions, then publish the change. 

Ryan

Ryan Farley,

Thanks you! I just found that it wasn't a permissions issue at all. I just had a BP deactivated by mistake. 

Thanks anyway for answering :) 

 

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