Hi Community,
I have created a new Custom Section, and is not appearing in the Dropdown where sections are listed.
Is there any additional config I need to add in order to have the possibility to link the email with the custom section?
Sasor
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Hello,
Thank you for your question.
If you've created a custom section and want it to appear in the "Connected to" dropdown (e.g., when linking emails in the communication panel), some additional configuration is required. This behavior is not handled automatically for custom sections.
This can only be implemented by development:
1. Add a column to the Activity object that references the desired directory.
2. Find the UId of the column added in the first point (in the directory metadata).
3) Execute the script:
DECLARE @columnName varchar(max) = 'UsrColumn';
INSERT INTO [EntityConnection] ([SysEntitySchemaUId], [ColumnUId])
VALUES (
(SELECT
[UId]
FROM [SysSchema]
WHERE [Name] = 'Activity'
AND [ExtendParent] = 0),
(SELECT DISTINCT
[ColumnUId]
FROM [SysEntitySchemaReference]
WHERE [SysSchemaId] IN (SELECT
[Id]
FROM [SysSchema]
WHERE [Name] = 'Activity')
AND [ColumnName] = @columnName));
Where 'UsrColumn' is the name of the column you added to the Activity object. The script will fetch its UId automatically.
4) select * from EntityConnection order by CreatedOn desc
update EntityConnection set ColumnUId = 'UId column added in the first part' where id = 'UId column from select * from EntityConnection order by createdon desc'
5) Perform a cache clear and log back into the system.
After this, your custom section should appear in the "Connected to" list and allow linking emails or other activities to it.
Please note: This change requires backend access (via SQL Executor) and should be applied carefully.
Thank you!
Hello,
Thank you for your question.
If you've created a custom section and want it to appear in the "Connected to" dropdown (e.g., when linking emails in the communication panel), some additional configuration is required. This behavior is not handled automatically for custom sections.
This can only be implemented by development:
1. Add a column to the Activity object that references the desired directory.
2. Find the UId of the column added in the first point (in the directory metadata).
3) Execute the script:
DECLARE @columnName varchar(max) = 'UsrColumn';
INSERT INTO [EntityConnection] ([SysEntitySchemaUId], [ColumnUId])
VALUES (
(SELECT
[UId]
FROM [SysSchema]
WHERE [Name] = 'Activity'
AND [ExtendParent] = 0),
(SELECT DISTINCT
[ColumnUId]
FROM [SysEntitySchemaReference]
WHERE [SysSchemaId] IN (SELECT
[Id]
FROM [SysSchema]
WHERE [Name] = 'Activity')
AND [ColumnName] = @columnName));
Where 'UsrColumn' is the name of the column you added to the Activity object. The script will fetch its UId automatically.
4) select * from EntityConnection order by CreatedOn desc
update EntityConnection set ColumnUId = 'UId column added in the first part' where id = 'UId column from select * from EntityConnection order by createdon desc'
5) Perform a cache clear and log back into the system.
After this, your custom section should appear in the "Connected to" list and allow linking emails or other activities to it.
Please note: This change requires backend access (via SQL Executor) and should be applied carefully.
Thank you!
Hello Valeria,
Thank you for the detailed script.
It's still a bit strange why the "Connected To" appears for some custom sections (created by us) and not for others.
I’ll try you approach