Время создания
Filters
Preventing
mails
to
people
in
CC
for
case
update

Hi,

I am looking for a way to selectively control email notification behavior based on a Case's Business Unit.

The Requirement: For any Case created or updated within a specific Business Unit, I need to ensure that individuals in the CC field do not receive automatic email notifications (Case Acknowledgements). Only the Primary Contact should receive the email.

What I’ve tried: I found the system setting: "Send automatic notifications only to contact." While this works perfectly to suppress CC emails, it is a global setting that affects the entire organization. I need to keep CC notifications active for all other Business Units.

The Challenge: Since this is a global system toggle, I cannot find a way to apply it conditionally.

My Questions:

  1. Is there a way to scope this system setting to a specific Business Unit without affecting the whole environment?
  2. If not, what is the best practice for overriding the default notification engine for one specific BU?
  3. If I have to disable the global setting and use custom flows instead, how do I ensure it doesn't trigger duplicate emails for the other Business Units?
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Studio_Creatio
8.0

Hello community

in the past I created a a custom freedom section using the "Page ListTemplateV2" I would like to upgrade it to version V3.

I tried to change the parent page, but the system tells me "the AddButton already exists.."

What do you suggest me?

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Case_Assignment_Based_on_BU
Sales_Creatio
8.0

Subject: Case Assignment Based on SBU

Hi Team,

I have a requirement in the Cases section where the assignees should be determined based on BU.

For example, if a Case is associated with an BU like ABC, then only the users mapped to that specific BU should be available or assigned to the Case. The idea is to ensure that assignment visibility and ownership are restricted and aligned with the respective SBU structure.

Has anyone implemented a similar use case or can suggest the best approach (Business Rules, or any configuration)?

Any guidance would be appreciated.

Thanks in advance!

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Hello,

You can use an Organizational role, add users to that role, and then use the Case page logic to limit who can be selected in Assignee field. 

For the page behavior itself, Creatio supports filtering lookup values with business rules. Here is the instruction: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/freedom-ui-business-rules#2416-4-5

You may also create a business process that is triggered when a case is created. This process can retrieve the required information, including the value of the BU field, and automatically assign the appropriate Assignee based on the corresponding role.

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Survey
Surveys
fieldsales

Hello

Field surveys for Creatio component in Marketplace developed by DevLabs is available only in Classic UI: when will it be available for Freedom UI?

Thanks

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