When building processes in Creatio, we may need to integrate the necessary data logic with other available built-in system processes. Normally an admin might need to go to the system administration area, find the necessary system feature, and run it to achieve the desired result. Behind the scenes, this will likely kick off a built-in business process. If you tried to call such an internal process directly, it might be challenging to determine how exactly to call that process and what settings/parameters it needs to operate correctly.

As an example, we can look at the security rights initialization for an object. We have a specific situation where some Activities are missing their Owners being participants on their activity records. So, we want to build a business process that first adds the owners as participants on their activities. Then, someone needs to run the “Update record permissions” admin feature so the built-in access rights are added. Normally we do this part using the Object Permissions area.

Creatio object permissions

It would be very nice if we can eliminate the manual work for the admin by adding the “Update record permissions” step to a business process, so that it can be made to run automatically off hours at a pre-determined frequency.

Below is how the business process could look. The first step adds the necessary participant records via a standard “Add data” element. The second step needs to call the built in “Object record rights actualization” with the correct parameters so it runs correctly ONLY for Activity records.

Creatio business process example

To find the necessary settings for the sub process “Activity record rights actualization”, lets first navigate to the Object permissions area in Creatio.

Next hit F12 and turn on the developer tools, which will then show the browser activity performed when a specific action is triggered. The objective here is to turn on the browser based logging and capture the necessary information so we have the correct settings for our business process.

Now perform the “Update record permissions” operation for the Activity object and you will see the actual processing being initiated in the Payload tab.

Creatio payload

Notice how the schemaName indicates the name of the internal process that is being launched. This is the same process we must call for our need. Also, there is a parameter indicating which object this operation is being performed for. This is the Activity object, but note that it is referenced by its internal schema UID (ending with ‘9f89’).

Next we need to apply these same settings to our process as indicated below. Note that the developer tools in the previous step show the internal codes, while the sub process settings show a more verbose name, so they look slightly different but internally refer to the same thing.

Creatio sub process

Once the settings are properly configured and integrated into the desired process, it should run automatically without any user intervention.

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