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We are thrilled to partner with Inselligence, a revenue intelligence platform that provides sales performance optimization, pipeline management, and accurate revenue forecasting by integrating with a company’s existing CRM. 

This partnership enables Creatio’s customer base to better leverage their Creatio data and generate actionable insights into their sales pipeline’s behavior, ensuring maximum efficiency and consistency of revenue production. 

Learn more about Inselligence's capabilities here!

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We are excited to introduce our new partner in Germany, @Mate iT GmbH. Mate iT GmbH is a leading technology company that delivers custom IT solutions and services for businesses across various industries. With a team of seasoned IT professionals and a strong commitment to customer service and technological innovation, Mate iT GmbH assists its clients in enhancing their digital efficiency and maintaining competitiveness. 

Learn more about the partnership!

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We are excited to announce our partnership with GigaCloud, a European cloud provider with over 1,500 clients and 80 Equinix data centers throughout the EU. The partnership offers Creatio’s customers a variety of cloud deployment options tailored to meet their specific needs.  GigaCloud's expert team will assist in installing all the required Creatio components, managing backups, and performing updates. 

 

See what GigaCloud prepared for our customers!

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Hello!

 

In this article, we will describe how to work with macros and filling in the values.

 

This functionality was added specifically so that the user could clearly see that there are no values in these fields and that it is necessary to manually edit such an email before sending it.
 

To solve this issue, you can configure the mandatory filling of the fields used in the template for the template to be sent correctly.

Also, as part of sending emails through a process, you can add additional logic to the process itself by setting up two branches (containing and not containing data) using two email templates:
1) with macros
2) without macros
 

In general, to resolve the issue, make these fields mandatory when creating a record, or edit emails before sending them (in the process, check the “Send email manually” box for the [Send email] element), or reconfigure the process by creating two branches as described above.

 

Also, there is another way to resolve it.

 

In the business processes and bulk emails, macros are already empty when the data is not filled in. In the UI you would need to do the following to remove the macro description: 

You would need to create your own service, copying InvokableMacrosHelperService, change macrosHelper instantiation to use Factory: 

            var macrosHelper = new InvokableMacrosHelper { UserConnection = UserConnection };
to 
            var macrosHelper = ClassFactory.Get()
After that, you would need to override the ReplaceMacros(string template, List macrosInfo) method in class InvokableMacrosHelper (using [Terrasoft.Core.Factories.Override]) to change the macro to an empty value instead of a highlight instead:
 protected override string ReplaceMacros(string template, List macrosInfo) {
      string result = template;
      foreach (MacrosInfo item in macrosInfo) {
        string macrosDisplayValue = string.Format(MacrosTemplate, item.Alias);
        result = result.Replace(macrosDisplayValue, "");
      }
      return result;
    }

You can find an original method in MacrosHelperV2. After that, you would need to change the calls of the service from OOB service to your service in the action dashboard or email page. 

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We are thrilled to introduce our new partner, Greytrix, a leading business management solution provider that offers Implementation, consulting, and a professional suite of services in over 50 countries. 

 

Learn more about the partnership!

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