Online document editing is performed using OneDrive. For this to work correctly, follow these steps:
Switch the Creatio application website to HTTPS.
Register and set up the Creatio application at Microsoft Azure.
<aside> 💡 Note: Microsoft may modify the rules for registering a new application. Pay attention to the registration rules while setting up.
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To get the correct URL of the Creatio application, follow these steps:
Go to the [Studio] workplace → [Web services] section.
Open the service record named [Microsoft Graph].
<aside> 💡 Note: An informational message is displayed when the entry is opened.
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Go to the [Authentication] tab and press the button. The application authorization page will be opened in a new window.
Copy the URL of the Creatio application.
<aside> 📢 Important: If you use a Microsoft 365 account, you need to update the following fields:
Go to Microsoft Azure App registrations page and click the [New registration] button.
Fill in the fields in the register an application form according to the table below. Click the [Register] button.
Name: name of the Creatio application.
Supported account types: who can use this application or access this API.
Select the [Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)] option.
Redirect URI (optional): enter your Creatio application URL link.
<aside> 💡 Note: Take a look at [Getting the URL of the Creatio application].
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Go to [API permissions] tab.
Add these permissions with the type [Delegated]:
<aside> 💡 Note: The same list of permissions is specified in the application authentication settings.
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