Время создания
Filters
How_to_send_a_single_email_notification_when_multiple_attachments_are_uploaded_to_a_Case_in_Creatio

Hi everyone,

I’m trying to implement a business process that sends an email notification to the Case Assignee  whenever attachments are added to a Case.

Currently, I have designed a process that is triggered by an Object Signal on the Uploaded file object (Record Added event). It works fine, but the issue is that when a user uploads multiple attachments at once, the process sends multiple email notifications — one for each file.

Here’s what I’m trying to achieve:

  • When one or more attachments are uploaded to a Case, send only one consolidated email notification (e.g., “3 attachments were added to Case #12345”).
  • Ideally, the email should trigger once after all attachments are uploaded, not per file.

Has anyone implemented this before?
Is there a recommended way to handle this — for example, by grouping uploaded files or adding a delay to send one notification after all uploads are complete?

Any guidance, best practices, or sample logic would be really helpful.
Thanks

Like 0

Like

2 comments

Using a signal won't work by itself. You'd have to get creative and do something more like use a timer and look for cases with new files added since the last time the timer ran. Or keep the signal and log when an email notification is sent, so you ignore new triggers for new files within a certain time - for example, each time a file signal is triggered, check the notification log and if you already sent a notification within the last X minutes, ignore and don't send for the new files. 

However, if you want the email to list the uploaded files, the first approach would likely work best IMO (using a timer to look for cases with new files since the last time the timer ran). 

Or make it so you add attached files in some other way, like using a process with a dialog. The user adds as many files as they want and then the dialog closing triggers the process with the notification.

Hello,

The current process can be slightly refactored to prevent multiple email notifications from being sent when several attachments are uploaded at once.

A possible configuration could look as follows:

 1) Add a Delay (Timer) element immediately after the Object Signal. Set a short delay (e.g., 2–5 minutes) to allow time for multiple uploads.

 2) After the delay, add a Read Data element configured to retrieve all ‘Uploaded file’ records associated with the same Case and created within that delay window.

 3) Use a Send Email element to send a single consolidated notification to the Case Assignee, listing all attachments uploaded during that period.

 4) If needed, store attachment details in process parameters to pass them into the email template.

With this refactoring, the Case Assignee will receive just one summary notification for all attachments uploaded within the defined timeframe, instead of multiple separate emails.

Show all comments
#source_code
.NETCORE
Studio_Creatio
8.0

Hello,

I’ve developed a solution using the .NET Framework, and I’m now looking to migrate it to .NET Core. Could anyone guide me on the best approach or recommended steps for converting an existing .NET Framework project to .NET Core, especially when integrating it with Creatio?

Additionally, do I need to set up a local Creatio environment on Linux for development, or can I continue working on Windows?

For context, this source code will be part of an application that I plan to publish on the Creatio Marketplace.

Any insights, recommendations, or best practices would be greatly appreciated.

Like 0

Like

0 comments
Show all comments
Read
receipts
on
emails

I want to know if there is way we can track read receipts on standard emails that we send out from Creatio?

Like 1

Like

1 comments

Hello,

Tracking email opens is only available in the Marketing module, which supports bulk email campaigns. The Sales module does not include functionality to track whether individual emails sent from Creatio have been opened.

As a workaround, you can use third-party tools like MailTrackHubSpot Sales, or Yesware that track opens and clicks through your email client (e.g., Outlook or Gmail). Alternatively, custom tracking (such as embedded pixels) can be developed, but it requires additional customization.

However, we have already registered a task for our R&D team to explore the possibility of implementing this functionality. You can follow updates in our release notes.

Show all comments
Need_help_finding_Social_Message_object_name_to_use_in_Business_Process

Hi everyone,

I would like to trigger a business process whenever a new feed message (Social Message) is posted in Creatio, so that I can notify the case owner or assigned user.

Could anyone please help me identify the correct object name (schema name) for Social Message that I should use in the Business Process (Start Signal or Object Signal event)?

I checked using the SQL console with
SELECT * FROM "SocialMessage";
and found records, but I’m not sure what exact object name to reference in the process designer.

Any guidance or example would be really helpful.

Thanks,
Manisha

Like 0

Like

1 comments
Best reply

The object title for SocialMessage is "Message/comment"

The object title for SocialMessage is "Message/comment"

Show all comments

Hello!

As far as we know, there is an option to bind visibility/disabled properties of crt.MenuItem to some custom attribute. For example:

"rowToolbarItems": [
	{
		"type": "crt.MenuItem",
		"caption": "Some Option",
		"visible": "$SomeCustomAttribute",
		"clicked": {
			"request": "usr.SomeCustomRequestHandler",
			"params": {
				"recordId": "$AttachmentList.AttachmentListDS_Id"
			}
		}							
	}
]

But what if we need to change this attribute value dynamically according to some condition on a specific condition in each attachment, for example, show our custom menu item only for attachments, which have Description column filled.

In simple list we can you crt.HandleViewModelAttributeChangeRequest, which is called on selection change inside the list. There we can get selection state out of the list, see selected items id and perform with them any operations we like (database query, syssettings check, etc) including changing value of the custom attribute. But in the attachament list there is no request being called to do such thing.

What are the options to manage the attributes from the attachment list?

Like 0

Like

2 comments
Best reply

The only way I've been able to handle this scenario is to have the handler do the check and alert when the action isn't available due to whatever conditions. Binding in nested properties like the visible property of a nested rowToolbarItem collection item, doesn't work. 

The only way I've been able to handle this scenario is to have the handler do the check and alert when the action isn't available due to whatever conditions. Binding in nested properties like the visible property of a nested rowToolbarItem collection item, doesn't work. 

Ryan Farley,

Yeah, thanks Ryan, made the same thing already - handling availability with showing some messages to user inside the click handler. Very unfortunate that there's no other option.

Show all comments