Hi Jeff! 

To use the classic screens for bulk email, go to the UI Management section, locate the area titled "Exception by specific objects" on the "Form page preferences" tab. Locate BulkEmail and change to use Classic (if BulkEmail is missing, just add a row for that). Then log out and back in again. Now it will work. 

Ryan

Ryan Farley,

Hi, Ryan! Good to "see" you again. Thanks for the response. It got me going.

One note: things do seem to be tied to the section (Email vs Bulk Email). After adding the exception for the BulkEmail object (it was already there, but changed both to Classic UI), if I add the Emails section to my workspace (see below), I can create a new template from there using the old designer. The template then shows up under Emails and Bulk Emails. But, if I use the Bulk Emails section to create a template, it still seems to open in the new designer, even with the exception set. And if I create a template from Emails and subsequently edit it from Bulk Emails, and try to open it from Emails, it says it was created in the Freedom UI and tries to redirect me, and hitting cancel doesn't open it in the classic designer. So, using the "Emails" section is the way to go, and don't open it from the Bulk Emails section.

All that to say I got to where I needed to go. We can add this to the list of many thanks for the help you've offered over the years!

Point of attention - we noticed that bulk emails generated in Classic UI do not always render properly anymore in certain client versions of Outlook etc... Code behind the email has improved with the new designer

Damien Collot,

Thanks, Damien. That's good to know.

Frustrating, as things like custom fonts and custom merge tags aren't available in the new designer (unless I missed it, but I think I saw a thread of yours from April asking about custom merge tags, and it seems the answer was they're not available). It seems like the new designer was rolled out with less functionality than the original, although improved in some areas.

Jeff Ballard,

It does save in the metadata which designer created the bulk email itself. The two aren't compatible, so bulk emails created in the classic designer will only open in the classic designer, and the ones in the new only open in the new. The structure of what the designer saves is very different.

Ryan Farley,

I would completely expect that, and it makes sense as to why.

It would be nice to have the new designer include all the functionality the old one did so it wouldn't require going back to the classic. All in time, I suppose.

Thanks again.

Jeff Ballard writes:

It would be nice to have the new designer include all the functionality the old one did

I do agree. I am still using the classic one. None of my Creatio clients are using the new one yet either.

Both are equivalent. When checking if a lookup (in your case Contact is a lookup on System Administration Object) is equal to some Id, Creatio will be checking the lookup's Id against that parameter. So both are equivalent, so I guess Creatio simplifies it when saving.

Hello,

This behavior is expected. At this level of the BPM, Contact and Contact.Id are effectively the same. The system automatically resolves the primary key (Id) for the Contact object, so explicitly specifying .Id is not required.

When the process is saved, the designer simplifies the reference and displays it as Contact, since the identifier is implicitly assumed. Functionally, there is no difference in execution or behavior between selecting Contact.Id and Contact in this context.

So the disappearance of .Id after saving does not indicate an issue and does not affect how the process works.

Hello.

To obtain the Creatio installation files for local deployment, please contact the support team directly at support@creatio.com.

Instructions on how to deploy the local instance are available here:
https://academy.creatio.com/docs/8.x/setup-and-administration/category/on-site-deployment

Best regards,
Antonii