How to send credentials when creating a portal user in Flowcharts?

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  • lj4353
    Senior Member
    • Nov 2023
    • 121
    #1

    How to send credentials when creating a portal user in Flowcharts?

    Created a portal user in Flowcharts, but the password email was not sent to the user. What should I do to send the credentials?

    The entity object is Lead.
    Lead => Contact => Portal User

    I referred to the following response, but an error occurred after adding the Run Service Action.
    Portal user creation via business process: Credentials letter not sent - EspoCRM Open Source Community Forum
    https://forum.espocrm.com/forum/developer-help/63249-portal-user-creation-via-business-process-credentials-letter-not-sent
    Hi everyone! I am trying to create a portal user via the business process mechanism and everything is fine except for the fact that the system letter with credentials is not being sent this way. Other than that the process works just fine - the user is created correctly. I am setting the ''sendAccessInfo' field to true but it

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    Last edited by lj4353; Today, 12:17 AM.
    Tags: None
    • yuri
      Member
      • Mar 2014
      • 8557
      #2
      Can you provide the code of your custom service action class? Or it's not valid for your problem?

      Does the created user have an email address?
      If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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        • lj4353
          #2.1
          lj4353 commented
          Today, 12:16 AM
          Editing a comment
          @yuri
          The Service Method + Generate Password is a built-in feature of EspoCRM. The current version is the latest, 9.0, and the portal user's email address is correctly configured. However, I cannot find any additional error information in the logs.

          Generate Password :generateAndSendPassword
          Last edited by lj4353; Today, 02:30 AM.
        • lj4353
          Senior Member
          • Nov 2023
          • 121
          #3
          The issue has been resolved. The generateAndSendPassword method must handle the user entity, so it cannot be used with the Lead entity in Flowcharts. Instead, the user entity must be used.

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