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Microsoft Dynamics CRM (Archived)

Portal Invitation Redemption error -Adding web role using Portals:Assign Invitation Assignment

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Posted on by 205

The Invitation redemption created by portal on redeeming invitation our portal is not able to apply web role  without user logging out .  However, in background , web roles are added.

Use case

We are generating the invitation for our customized portal registration, and  on submission of registration request, sending  invitation to registree  using  Customized workflow(similar to send Invitation). User, click the link or copy/paste the URL and the portal recognizes the invitation code up to the registration for, but once they submit the form with all the fields filled out, they are redirected to Profile page. On clicking My support link they are getting below error - 

You don't have permission to view these records

webrole-not-being-applied.JPG

Invite-redemption.JPGInvite-redemption-error.JPG

 This error disappears if they log out and log in.

Any help would be greatly appreciated.

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  • RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Portal Invitation Redemption error -Adding web role using Portals:Assign Invitation Assignment

    I guess this is it. All my portals are on 8.3. You can confirm this by uipdating your portal to 8.3.

  • Portalguy Profile Picture
    205 on at
    RE: Portal Invitation Redemption error -Adding web role using Portals:Assign Invitation Assignment

    My portal version is 8.2.1.71. So this is bug then and fixed in 8.3.  Interestingly whats your portal version  if its working for you.

  • Verified answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Portal Invitation Redemption error -Adding web role using Portals:Assign Invitation Assignment

    Sumit,

    can you also check your portal version. Just found this KB which has some bug fixed in 8.3 version.

    support.microsoft.com/.../portal-capabilities-for-microsoft-dynamics-365-version-8-3-0-215-relea

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Portal Invitation Redemption error -Adding web role using Portals:Assign Invitation Assignment

    Hi Sumit,

    I am not sure if this is MS bug. Redeem invitation is working for all my portals. Just tried for partner portal & customer service portal.

    Is there any other customization you have done related to the registration process?

    Also from the screenshot you have shared, the workflow is failed with the message "adx_invitereedemtion with id XXX does not exists". If you still have access to that failed workflow, then you cna check if the invitereedemption record is still in your system or not.

  • Portalguy Profile Picture
    205 on at
    RE: Portal Invitation Redemption error -Adding web role using Portals:Assign Invitation Assignment

    2017_2D00_08_2D00_07_5F00_1114.png

    Hi Ravi

    Out of box Normal redeem process fails with sync workflow.

    P.S- i have generated invitation now manually as opposed to customzied process and used send invitation to generate url. 

    I believe this is active microsoft bug.

  • RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Portal Invitation Redemption error -Adding web role using Portals:Assign Invitation Assignment

    Hi,

    You current issue "not able to apply web role  without user logging out" is due to this workflow being executed in async.

    I would suggest to make it sync and then troubleshoot the error you are getting within this workflow "unexpected error".

    You can try the normal redeem process and see if the workflow still fails. If yes, then there must be something in your custom process.

  • Portalguy Profile Picture
    205 on at
    RE: Portal Invitation Redemption error -Adding web role using Portals:Assign Invitation Assignment

    Hi Pranav

    Thanks for your input on cache invalidation . The change is definitely done from CRM front end once invitation is redeemed.

    The workflow logic of assigning webrole  is on invite redemption and not on sending invite  . I did have a workaround for this is to add the webrole while creating invitation  but this is not ideal  as i do not want to add webrole unless user redeems it.

  • Portalguy Profile Picture
    205 on at
    RE: Portal Invitation Redemption error -Adding web role using Portals:Assign Invitation Assignment

    Hi Ravi

    I have tried this earlier but no success.  Infact changing  Invite redemption workflow  to real time throws unexpected error in portal.

  • Suggested answer
    PranavShroti Profile Picture
    4,510 on at
    RE: Portal Invitation Redemption error -Adding web role using Portals:Assign Invitation Assignment

    Hi Portalguy

    I am not an expert on CRM/adx portal, however I believe when you make changes to portal it gets reflected immediately, however if you are doing something at CRM end then portal dosent gets to know that change immediately. In my last project we have done this kind of work, where in you can write a simple JS on ADX home page which will clear cache and pull the latest information.

    Check out this link: community.adxstudio.com/.../cache-invalidation-utility

    Javascript:

    javascript:var url=document.location.protocol+'//'+document.location.host+(document.location.host.indexOf("demo.adxstudio.com")!=-1?document.location.pathname.split("/").slice(0, 3).join("/"):"")+'/Cache.axd?Message=InvalidateAll&d='+(new Date()).valueOf();var req=new XMLHttpRequest();req.open('GET',url,false);req.send(null);window.location.reload(true);

    Additonally when you are sending invite and a crm workflow also should gets triggered which will assign web role to the newly added portal user. Just ensure that workflow is getting triggered.

    Hope this helps.

    Regards,

    Pranav

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Portal Invitation Redemption error -Adding web role using Portals:Assign Invitation Assignment

    Hi,

    Please change the Invite Redemption workflow to synchronous/ real time and check.

    Hope this helps.

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