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How_can_I_use_the_Contact_Name_macro_in_a_custom_email_template?

Hi Everyone,

I'm trying to use the Contact Name in an email Message Template(email template) that's being sent through a Business Process using Custom Templates, but I'm unable to get the macro to populate.

In my record, the Lead has a Contact associated with it (as shown in the first screenshot). While editing the message template, I selected Lead → Contact → Full name as the macro (second screenshot).

However, when the email is sent, the Contact Name is not populated in the email.

Has anyone successfully used the Lead's Contact Name in a custom message template triggered from a Business Process?

Is there a specific macro or configuration required to access the Contact name in this scenario?

I've attached screenshots for reference. Any guidance would be appreciated. Thanks!

Screenshot 1: Lead record showing the Contact field.
Screenshot 2: Macro selection using Lead → Contact → Full name.

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mobile
FreedomUI
local
storage
Studio_Creatio
8.0

Hi,
I'm adapting my Creatio mobile Freedom UI customizations to work correctly when there is no connection to the server. Is there something like local storage that I could use to save information between app launches?
I was thinking about creating a special "offline cache" object to store this data, and filtering it by the assigned user. However, this feels like a workaround.
Maybe there is already a built-in solution for this, or does Creatio plan to add something like this in the future?
Thank you in advance for your help!

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mobile
FreedomUI
page
Service_Creatio
8.0

Hi,
I'm working with Creatio mobile and Freedom UI. I've added a button that triggers an action to open a record for editing, passing some default parameter values to it. I do this by setting the value of a global object and then opening the edit view:

Data.PageParameters = {
   CaseDS_EvField1_e051o13: '',
   CaseDS_EvField2_i3021bq: '',
};
await HandlerChainService.instance.process({
   type: "crt.OpenPageRequest",
   $context,
   schemaName,
   modelInitConfigs: [
       {
           action: "edit",
           recordId
       }
   ]
} as BaseRequest);


On the page being opened, an init handler then runs, which looks like this:

@CrtRequestHandler({
   type: 'usr.PageParametersInitHandler',
   requestType: 'crt.HandleViewModelInitRequest',
})
export class PageParametersInitHandler extends BaseRequestHandler {
   public async handle(request: BaseRequest): Promise {    
       const result = await this.next?.handle(request);
       request.$context.CaseDS_EvField1_e051o13 = Data.PageParameters.CaseDS_EvField1_e051o13;
       request.$context.CaseDS_EvField2_i3021bq = Data.PageParameters.CaseDS_EvField2_i3021bq;
       return result;
   }
}

The goal was to display a popup in the mobile app in such a way that the user has to fill in these fields from scratch every time, without being influenced by previous values and without having to manually clear them.
Overall this works well, but there's one problem: when a field has an empty value, it isn't overwritten on the record at all during save (using the default crt.SaveRecordRequest action). It doesn't show up on the popup, but saving the popup doesn't clear the value on the record. This happens when:
- I don't modify the field at all
- I type something into it and then delete it shortly after
- I manually set the context attribute to an empty string or a space before save

I traced the HTTP request sent from the mobile app to the server and noticed that empty fields are simply omitted from the payload entirely. As a temporary workaround, I've been setting some placeholder string value and then clearing it later in a server-side event listener, but during save the value is briefly visible to the user and the placeholder disappears. It would be good to find a proper solution to this.

 

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Interactive
landing
pages
Marketing_Creatio
8.0

Hi All,

I've been trying to use the Landing Pages in Creatio as a more interactive tool.
What I want to do is something like: User type in a zip code > Landing page show all products available for the zip code entered.

Do you know if this is possible?

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1 comments

Yes, it is possible. You can achieve this by using scripts on the landing page, along with an anonymous service that retrieves the products based on the ZIP code.

However, please consult the Creatio Support team first to confirm whether this approach is feasible and recommended.

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Whiteboard
syntech
coming_soon
syntech_whiteboard

📢 Coming Soon: SYNTECH Whiteboard for Creatio https://marketplace.creatio.com/app/syntech-whiteboard-creatio?partner=syntech 

Collaboration becomes complicated when ideas, meetings, discussions, and project data are spread across multiple tools.

Teams lose context.
Decisions become disconnected.
And valuable time is spent switching between applications instead of moving work forward.

That's why we're introducing SYNTECH Whiteboard for Creatio https://marketplace.creatio.com/app/syntech-whiteboard-creatio?partner=syntech 

An interactive visual collaboration application built directly into Creatio that enables teams to brainstorm, plan, and design together in real time - either on record pages or in standalone shared workspaces.

Key Features
✔ Manage All Boards in One Place
Access and organize all your projects from a single dashboard.
✔ Build Timelines with AI
Generate timelines and structure ideas in seconds.
✔ Communicate Inside the Board
Keep discussions connected to your work with built-in chat.
✔ Explain Ideas with Your Voice
Record your screen with audio directly on the board.
✔ Run Meetings on the Board
Discuss tasks and decisions without leaving the workspace.
✔ Design Processes Visually
Create workflows using visual elements.
✔ Start with Ready Templates
Launch faster with Kanban, mind maps, and other pre-built layouts.

Built for teams working in Creatio - from sprint planning and journey mapping to deal rooms and retrospectives.

Want to see SYNTECH Whiteboard before the official release?

Join the waitlist or contact our team to get early access when the application becomes available https://marketplace.creatio.com/app/syntech-whiteboard-creatio?partner=syntech 

#Creatio #Whiteboard #Collaboration #ProjectManagement #BusinessAutomation

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