We have been struggling with this for a while. Basically: we want to be able to simulate the Outlook functionality of collapsing a conversation thread.
We have the Hierarchical List Views add-in from the Marketplace and we have looked for the right method of storing a "parent" value on the Activity (Email) record to group by without any luck.
Looking at Email message (EmailMessageData) we had hopes that the ParentId or ConversationId were the right places to start but ran into various issues with execution.
Any recommendations on what field value to capture to make this work, and any thoughts on the necessary maintenance to make sure we are updating these as new Emails come into the system would be greatly appreciated!
(Note: a low-code solution to this issue would be ideal as none of the members of our team are full developers.)
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Gary,
This won't be possible without coding and I am not sure how to do it using the code. There is something very far similar to the functionality you need in the "Related emails" detail on the EmailPageV2 (the email page):
This detail uses the logic of filtering records by the ConversationId column value and returns only emails from one email thread where you can sort records by their creation date to get the history of related emails. Please use this detail instead of the hierarchical view detail.
Please also note that our core R&D department has a suggestion registered on their side to make it possible to sort emails between folders inside the Creatio application and it is planned to develop this logic in one of the future releases. The problem is now prioritized because of this community post. Thank you for helping us in making the app better!
Best regards.
Oscar
Gary,
This won't be possible without coding and I am not sure how to do it using the code. There is something very far similar to the functionality you need in the "Related emails" detail on the EmailPageV2 (the email page):
This detail uses the logic of filtering records by the ConversationId column value and returns only emails from one email thread where you can sort records by their creation date to get the history of related emails. Please use this detail instead of the hierarchical view detail.
Please also note that our core R&D department has a suggestion registered on their side to make it possible to sort emails between folders inside the Creatio application and it is planned to develop this logic in one of the future releases. The problem is now prioritized because of this community post. Thank you for helping us in making the app better!
Best regards.
Oscar