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Add Portal User Entity In Workflow Entity List

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  • Jose Vicente
    commented on 's reply
    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.

  • lazovic
    replied
    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.​

    Leave a comment:


  • Jose Vicente
    replied
    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

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    Leave a comment:


  • lazovic
    commented on 's reply
    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.

  • Jose Vicente
    replied
    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

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    Regards

    José

    Leave a comment:


  • dodom2
    replied
    Thank you Ayman. That makes sense!

    Leave a comment:


  • eymen-elkum
    replied
    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:	565
Size:	727.3 KB
ID:	59006
    Attached Files
    Last edited by eymen-elkum; 06-02-2020, 11:52 AM.

    Leave a comment:


  • dodom2
    started a topic Add Portal User Entity In Workflow Entity List

    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?
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