Announcement

Collapse
No announcement yet.

Add Portal User Entity In Workflow Entity List

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Add Portal User Entity In Workflow Entity List

    Does anyone know how I can add the Portal User entity to the Target Entity dropdown in workflow?

  • #2
    Hi dodom2 ,

    The Portal User and User are the same, just differs in the "Type".

    You can select "User" and in the fields you set the type to "Portal", please see this pic bellow:

    Click image for larger version  Name:	Screen Shot 2020-06-02 at 2.47.42 PM.png Views:	0 Size:	94.3 KB ID:	59004
    Click image for larger version

Name:	Screen Shot 2020-06-02 at 2.51.34 PM.png
Views:	563
Size:	727.3 KB
ID:	59006
    Attached Files
    Last edited by eymen-elkum; 06-02-2020, 11:52 AM.
    CEO & Founder of Eblasoft.
    Professional EspoCRM development & extensions.

    Comment


    • #3
      Thank you Ayman. That makes sense!

      Comment


      • #4
        Originally posted by eymen-elkum View Post
        Hi dodom2 ,

        The Portal User and User are the same, just differs in the "Type".

        You can select "User" and in the fields you set the type to "Portal", please see this pic bellow:

        Click image for larger version Name:	Screen Shot 2020-06-02 at 2.47.42 PM.png Views:	0 Size:	94.3 KB ID:	59004
        Click image for larger version  Name:	Screen Shot 2020-06-02 at 2.51.34 PM.png Views:	461 Size:	727.3 KB ID:	59006
        Hello eymen-elkum

        Could you be more specific, please? The Portal User and User are not the same to my ESPO and I cannot connect as general admin in the portal.
        I wrote what you said but nothing happened. Many thanks
        Click image for larger version

Name:	image.png
Views:	130
Size:	26.0 KB
ID:	99986

        Regards

        José

        Comment


        • lazovic
          lazovic commented
          Editing a comment
          The formula script provided needs to be used not just in Entity Formula, but in the Workflow action: https://docs.espocrm.com/administrat...#create-record. Workflow is an Advanced Pack extension feature.

          Please take a closer look at the screenshots and descriptions from previous posts in this thread, and it will become clearer to you what exactly needs to be done.

      • #5
        Many thanks lazovic but I have no idea what you mean, not a developer.
        I have recently bought the Advance Pack extension and do not see what you are saying, sorry. Take a look at the pic. Many thanks





        Click image for larger version

Name:	image.png
Views:	71
Size:	43.7 KB
ID:	100176

        Comment


        • #6
          Jose Vicente,

          This topic generally describes the process when after certain actions a workflow is triggered and automatically creates a portal user. You can find more about the workflows here: https://docs.espocrm.com/administration/workflows.

          Could you please tell me what exactly you want to achieve?

          Do you want to create a portal user?
          If yes, you can create it by going to Administration > Portal Users and click on the + Create Portal User button. You can find more about portal users here: https://docs.espocrm.com/administrat.../#portal-users.

          Do you want to automatically create a portal user after any actions (please specify after which ones)?
          If yes, you should first create a workflow and use the action that is presented in the screenshot in this post: https://forum.espocrm.com/forum/gene...9002#post59002.
          More about workflow actions you can find here: https://docs.espocrm.com/administrat...s/#actions.​

          Comment


          • Jose Vicente
            Jose Vicente commented
            Editing a comment
            Hello @lazovic

            I´m talking to the support staff right now. Let me a couple of days, please, and I will update you.

            The problem I am facing now is I cannot login after updating because running the command "php command.php set-password user", simply outputs "Enter a new password:" and immediately returns to the shell terminal, thus preventing the user from changing the password. I have no time to write the password. Could you help me, please? Many thanks

            UPDATE: password reset done with the "passwordSalt" but same problem with the emails, they cannot be received.

            Regards

            José
            Last edited by Jose Vicente; 11-30-2023, 08:28 PM.
        Working...
        X