Время создания
Filters

If a contact answer to a closed case creatio will create a new case, 

but not give much context in the new case that it was created from a pre-existing case.

Is there an easy way to make the new case linked to the old case via configuration?

Or is it necessary to create a business process  that reads all emails and searchs for case id, etc and then link in the Business Process?

 

Thanks,

Luis

Like 0

Like

1 comments

Hello!
Out of the box, when an incoming email matches a previously closed case, Creatio typically treats it as a new case and does not automatically keep a reference to the original case. There isn’t a standard setting that will automatically link the newly created case back to the closed one (for example, by filling a “Parent case/Related case” field).

What you can do
1) Manual option (no customization): If you have a “Parent case” / “Related case” field in your case page (depends on your configuration), you can manually set the original case there after creation.

2) Automation (requires customization): To link them automatically, you would need custom logic (business process and/or mailbox processing customization) that, on incoming email/case creation, identifies the original case (e.g., by case number in the subject/body, message headers like In-Reply-To/References, or stored conversation identifier) and then writes the link to a dedicated field on the new case.

Show all comments
FreedomUI
notifications
reminders
Reminding
Service_Creatio_enterprise_edition

Firstly, can external portal users with the studio creatio self-service portal cloud and studio creatio external b2b portal cloud licenses even receive reminders?

I am looking for a way to send reminders with custom text. I want the reminder to link to an Activity that is being created in a Business Process, so I am setting the "Remind Owner" and "Remind Owner On" fields when adding the Activity.

When creating reminders for employee users, they appear as expected, however nothing is appearing for portal users.

If, in fact, it is possible for external portal users to receive reminders, how could I go about setting this up? I just need to change the reminder "Description" to give it more meaningful information.

Thank you

 

I am using Creatio 8.3.4.2753

 

Like 1

Like

0 comments
Show all comments
audit
Studio_Creatio
8.0

Hello community,

does anyboty know how to get all event types which are really stored in Audit log if occured? I mean I can select all event type in the advanced filter but if it means that all event types I can select are really stored in the log even now I can't find at least one of them?

For example, I can select in the filter "Get enitity schema operation rights" value and don't see any records. Is this event in any case stored in the log if it occured? Or can the actual list be confugured somewhere?

Like 0

Like

2 comments

Hi Artem, 

in system settings you can turn on/off the logging for certain types of events - e.g. UseAdminSettingsLog, UseAdminEntitySchemaOperationLog...

I assume what you see is the possible Lookup Values for types of events, however if logging for them is turned off, then no records are created of this type you could see

Best, 
David

David Örnek,

thanks a lot! Does selected Default value checkbox mean that the event is included in the log, and if it isn't selected then vice versa?

Show all comments
mobile
closepage
discard
Studio_Creatio
8.0

Hi, I'm trying to use crt.ClosePageRequest in the mobile app. If any field on the view has been previously changed, a popup appears asking me to confirm whether I really want to discard the current changes. Unfortunately, I'm unable to get rid of it in any way. In the browser version of Creatio, defining a handler for the crt.CanDiscardUnsavedDataRequest request helped, as described in this article: https://customerfx.com/article/suppressing-the-unsaved-data-prompt-when…
I've already tried many different things, including setting $context.HasUnsavedData = false, but unfortunately without success.
 

Like 2

Like

0 comments
Show all comments
Email
#Email_Signature
Studio_Creatio
8.0

Is it possible to add standard email signatures for all the users in Creatio?

Can we create any email signature template in Creatio and re-use it when we send an email?

From where can we send Email signature in the Creatio org? (I know about "Add signatures to outbound emails" in "Send emails from Creatio" option) Is there any other option we can configure emails?

Like 0

Like

0 comments
Show all comments