SalesUp Approval for Creatio | Creatio Marketplace

Product Sales'Up Approval for Creatio is designed to speed up the process of creating an approval. Whether you need to set up a simple or complex approving process, this tool makes it easy to create your own templates

Content:

Product installation

You can find the installation instruction at this link:

Product installation

Setting Up the Service for receiving approval results from Emails

Set up the service with anonymous authentication to receive approval results from Emails according to the instructions.

If the website is hosted on the Creatio cloud, send the service setup instructions to support - [[email protected]](mailto:[email protected]?subject=Web%20service%20setup%20for%20the%20SalesUp%20Approval%20product&body=Hello,%0D%0A%0D%0APlease%20set%20up%20the%20web%20service%20according%20to%20the%20instructions%20on%20the%20website%20[Website%20Address].%0D%0A%0D%0AGuide%20-%20https://salesup-it.notion.site/14cecf91705880f3b95ae0e453c6e252?pvs=97#14cecf91705881cc88acd632142c61b2.%0D%0A%0D%0AThank%20you.).

.NET Framework

1. Register the custom web service that uses anonymous authentication.

   1. Create an SuApprovingEmailService.svc file in the ..\Terrasoft.WebApp\ServiceModel directory.

   2. Add the following record to the file.

      <% @ServiceHost
          Service = "Terrasoft.Configuration.SuApprovingEmailService.SuApprovingEmailService"
          Debug = "true"
          Language = "C#"
      %>
      

   3. Save the file.

2. Enable both HTTP and HTTPS support for the custom web service that uses anonymous authentication.

   1. Add the following record to the ..\Terrasoft.WebApp\ServiceModel\http\services.config file.

      <services>
          ...
          <service name="Terrasoft.Configuration.SuApprovingEmailService.SuApprovingEmailService">
              <endpoint name="SuApprovingEmailServiceEndPoint"
              address=""
              binding="webHttpBinding"
              behaviorConfiguration="RestServiceBehavior"
              bindingNamespace="<http://Terrasoft.WebApp.ServiceModel>" contract="Terrasoft.Configuration.SuApprovingEmailService.SuApprovingEmailService" />
          </service>
      </services>
      

   2. Save the file.

   3. Add an identical record to the ..\Terrasoft.WebApp\ServiceModel\https\services.config file.

3. Enable all users to access the custom web service that uses anonymous authentication.

   1. Add the <location> element that defines the relative path and access permissions to the web service to the ..\Terrasoft.WebApp\Web.config file.

      <configuration>
          ...
          <location path="ServiceModel/SuApprovingEmailService.svc">
              <system.web>
                  <authorization>
                      <allow users="*" />
                  </authorization>
              </system.web>
          </location>
          ...
      </configuration>
      

   2. Add the relative web service path to the value attribute of the <appSettings> element's AllowedLocations key in the ..\Terrasoft.WebApp\Web.config file.

      <configuration>
          ...
          <appSettings>
              ...
              <add key="AllowedLocations" value="SomePreviousValues;ServiceModel/SuApprovingEmailService.svc" />
              ...
          </appSettings>
          ...
      </configuration>
      

   3. Save the file.

4. Restart Creatio in IIS.

Product configuration

Creation a new approving record

After installing the product, to create a new approval process, go to "System Designer"