I am wanting to send an email as part of an automated process, where a quote is provided. The quote data will come from the Opportunity and the Products within that, but the issue I need to solve is; how can I create an email which will allow multiple dynamic rows to be included in the email body.
Say I have 5 products in the opportunity, I need those 5 products to be displayed in a table form. Is this possible? If not, could I automatically create a printable, which I can then attach as an attachment to the email? Note - I am using the cloud version, which may impact things.
Alternatively, you could create it as a printable, which can have tables of related data, and attach that to the email (using Process File element in a process to generate the printable to attach to the email)
First, please check the Audit log section for any entries related to password recovery attempts. This may help identify whether the request is being registered correctly and whether any delivery errors are recorded.
If the Audit log does not provide enough details, we also recommend reviewing the application logs on the server side. Please look for any errors or exceptions related to password recovery and email dispatch, for example: PasswordRecovery, SSPRegistrationMailbox, PortalRecoveryPasswordEmailTemplate, SMTP, or SysEmail.
Additionally, please ensure once again that the “Mailbox for registration and password recovery” (SSPRegistrationMailbox) system setting points to the correct authorized mailbox, as described in the official documentation: https://academy.creatio.com/docs/8.x/setup-and-administration/administr…
Finally, it may be useful to check the Email messages section to confirm whether the recovery email is being generated and what status it receives (Sent, Pending, or Error).
We have a custom text field Display Quote Number on the Quotation object that should show QuoteNumber-Version (e.g., QN-00045-V2). A business process is triggered on Quote modified, reads Quote Number and Version, and updates the field via Modify Data with conditions (Quote Number is filled in, Version >0). The process executes successfully, but the field either remains blank or shows partial/incorrect values (e.g., -V0), even after refresh. Formula functions like AND, STRING, ISNULL are not supported, and delays do not resolve the issue. Looking for a supported, reliable pattern in Freedom UI to populate and display a concatenated text field without custom code.
In Freedom UI there is no out-of-the-box "calculated/formula text field" on the page that would concatenate multiple columns into a single string. The built-in formula capabilities in business rules are intended for calculating dates and numeric values, not composing formatted text.
For this scenario, the supported approach is to store the composed value in a dedicated text column on the Quotation object (e.g., UsrQuoteDisplayNumber) and populate it either via a business process (as you attempted), or via custom logic (client/UI handler) if you need the value to be calculated and displayed immediately without waiting for a save/refresh.
Given your requirements, we recommend continuing with the business process that performs the concatenation and writes it to the Quotation record (Modify data). To address why the value didn’t appear on the form, please verify was the value actually saved to the record? (Confirm in the DB / in the record after reopening). If it was saved, it should appear after a page refresh / reopening the record. Is the page field bound to the same object column you update in the process? (i.e., the UI control must be mapped to UsrQuoteDisplayNumber from the page’s data source).
If you need the value to appear immediately on an already-open page after the process updates the record, enable "Enable live data update" for the Quotation object so the UI can receive server-side updates without manual refresh.
Hello, is there a way to exclude spam and virus checkers' clicks from email stats? Because sometimes it displays a huge amount of clicks for each link. It seems unreal that a contact clicked dozen times on one link.
Unfortunately, situations like this are difficult to fully prevent, as delivery ultimately depends on the email providers on the recipient’s side. A more detailed analysis of similar cases, along with potential preventive measures, is outlined in external resources, such as this one.
That said, we are planning to introduce filtering for machine-generated traffic in the first quarter of 2025. As this work is still in progress, we cannot yet guarantee the effectiveness or accuracy of the solution.
In the mobile application, I could not find a feature for setting a reminder in an activity. Is this functionality available somewhere, or is it planned for a future release?
