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Hi,
I have a template ready for sending emails in Creatio. The email contains values taken from previously filled fields. Now, I would like to know the steps to send this email automatically when clicking the "Send Email" button.

Can someone guide me on how to configure the process to ensure the pre-filled values from the fields are included when the email is sent? Any help with this would be appreciated!

Could someone guide me on:

  1. How to upload or store the email template in Creatio?
  2. How to configure the button so that clicking it will send the email using the pre-filled template?

Any assistance with this process would be highly appreciated!

I'am using creatio 8.2.2

Thanks in advance!

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Dear Muhammad,

You can find more information on how to work with templates in the following Creatio Academy articles:
https://academy.creatio.com/docs/8.x/creatio-apps/creatio-basics/communications/work-with-message-templates
https://academy.creatio.com/docs/8.x/creatio-apps/products/marketing-tools/email-marketing/classic-ui/email-templates/create-an-email-template

Please note that macros will only appear when the template is opened from its corresponding source object. This means that if you send an email via the Communication panel, only templates with the source set to Activity (or those with no source) will be available — as all emails are stored in the Activity object.

If you'd like to use macros from another object, you'll need to add the MessageComposer element to the page where these macros are intended to be used.

image.png

Have a great day!

Hi Alina Yakovlieva,
 

Thank you for your advice, but I’m still confused to implement it. Can I use the button to trigger the action that runs the business process, where the business process reads data and sends an email, as shown in the image below

config read data

Config send email ( For the 'From' field, it should be filled with the company email (how do I insert the company email?), while for the 'To' field, it should send the email to the value that was previously read.)

and the button

 

 

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Hello Creatio Community!

Is it possible to configure record permissions in the Case object based on the existing field Assignee Group?

The goal is to filter the list of cases according to user roles. For example, if a user belongs to Role A, only the cases assigned to Role A should be visible to them.

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Hello Creatio Community,

I am planning to take a Creatio certification exam and had a few doubts I was hoping to get some clarity on:

  1. Payment Issue: The payment option is not appearing on the exam registration page. Is this a temporary issue or am I missing a step in the process?
  2. Assignment Details: Could someone please explain how the assignment part of the exam works? When will it be given and how is it to be submitted?
  3. Exam Process: I'd also appreciate a brief overview of the exam process — how it is conducted (online/offline), the duration, and any other important steps to keep in mind.

Looking forward to guidance from the community or anyone who has recently completed the certification. Thank you in advance!

Best regards,
D N

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Hello,

Please contact our support team directly at support@creatio.com so we could process your request.

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I’ve created a custom role named "ABC" and assigned it to a user. When I log in using that user’s credentials and register a case, I’m unable to view any outgoing emails (sent automatically by the system to the contact) under the Conversation tab in the Case record.

This issue seems to be specific to the custom role, as the emails are not visible even though they should be generated during case registration.

This is urgent, and we would really appreciate it if someone could help us troubleshoot the root cause—whether it’s due to object permissions, column-level access, or any visibility rules.

Thank you in advance for your support.

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Hi everyone,

I'm working on a Home Page in Creatio Studio using Freedom UI, where I want to display the currently logged-in user's name and profile picture. However, instead of the actual user's info, the system is consistently loading details (name and photo) of Marcus Morgan, which seems like a default or cached contact.  

The other strange part is that none of the console logs are getting displayed which should mean that the Init is not firing either.

 

Is there a simpler way to achieve this task?

define("i8Page_d1nf084", ["@creatio-devkit/common"], function(DevKit) {
    return {
        viewConfigDiff: [
            {
                "operation": "insert",
                "name": "ImageInput_ui1245i",
                "values": {
                    "layoutConfig": {
                        "column": 9,
                        "row": 1,
                        "colSpan": 2,
                        "rowSpan": 2
                    },
                    "type": "crt.ImageInput",
                    "labelPosition": "auto",
                    "value": "$ContactDS_Photo_dc68cha",
                    "size": "large",
                    "borderRadius": "medium",
                    "positioning": "cover",
                    "visible": true,
                    "readonly": false,
                    "tooltip": ""
                },
                "parentName": "Main",
                "propertyName": "items",
                "index": 0
            },
            {
                "operation": "insert",
                "name": "Input_snebs28",
                "values": {
                    "layoutConfig": {
                        "column": 9,
                        "row": 3,
                        "colSpan": 2,
                        "rowSpan": 1
                    },
                    "type": "crt.Input",
                    "multiline": false,
                    "label": "$Resources.Strings.ContactDS_Name_fyp4sby",
                    "labelPosition": "auto",
                    "control": "$ContactDS_Name_fyp4sby"
                },
                "parentName": "Main",
                "propertyName": "items",
                "index": 1
            }
        ],
        viewModelConfigDiff: [
            {
                "operation": "merge",
                "path": ["attributes"],
                "values": {
                    "ContactDS_Photo_dc68cha": {
                        "modelConfig": {
                            "path": "ContactDS.Photo"
                        }
                    },
                    "ContactDS_Name_fyp4sby": {
                        "modelConfig": {
                            "path": "ContactDS.Name"
                        }
                    }
                }
            }
        ],
        modelConfigDiff: [
            {
                "operation": "merge",
                "path": [],
                "values": {
                    "dataSources": {
                        "ContactDS": {
                            "type": "crt.EntityDataSource",
                            "scope": "page",
                            "config": {
                                "entitySchemaName": "Contact"
                            }
                        }
                    },
                    "primaryDataSourceName": "ContactDS"
                }
            }
        ],
        handlers: [
            {
                "lifecycles": ["init"],
                "handler": async function(context) {
                    const { requestUserInfo, Filters, ComparisonType } = DevKit;
                    console.log("Initializing homepage");

                    const userInfo = await requestUserInfo();
                    console.log("User Info:", userInfo);

                    const contactId = userInfo.contactId;
                    console.log("Contact ID:", contactId);

                    const filter = new Filters.FilterGroup();
                    filter.addItem(
                        new Filters.ColumnFilter(ComparisonType.Equal, "Id", contactId)
                    );

                    console.log("Applying filter:", filter);

                    const result = await context.readData("ContactDS", {
                        filter: filter,
                        isClearGridData: true
                    });

                    console.log("Read result:", result);

                    if (result && result.success && result.records && result.records.length > 0) {
                        console.log("Setting property value with:", result.records[0]);
                        await context.setPropertyValue("ContactDS", result.records[0]);
                    } else {
                        console.warn("No matching contact found or read failed.");
                    }
                }
            }
        ],
        converters: {},
        validators: {}
    };
});

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