Is it possible to capture and save a Dashboard screenshot using a business process in Creatio?
Our requirement is to configure a scheduled process that runs daily and saves the dashboard snapshot (preferably as an image or PDF). The saved file should ideally be stored in Creatio or sent via email automatically.
I have created a custom unsubscribe HTML page to allow end users to manage their subscriptions based on the bulk email type. I want to host this page within Creatio itself rather than on an external server or website.
You can use a configuration service to return the HTML as a GET request and the browser will load it like any page. I typically create an object to store the HTML pages in the database so they're easily editable, and the service just reads the HTML from the database and returns it. See https://customerfx.com/article/returning-an-html-page-from-a-creatio-configuration-service/
We have activated the Service module. When an email arrives in a specific mailbox, a Case is created automatically. This email serves as the parent activity for the created Case. Inside the Case, we have a button whose purpose is to trigger a business process.
Is it possible that, when this button is clicked, the email (parent activity) of the Case is forwarded to a specific email address? If so, how can this be achieved?
