Dear Massimiliano, 



Unfortunately, there is no possibility to create a plain text email template in Creatio and consequently send such templates using send email element of your business process.

We already have an idea registered for the responsible R&D team to add this functionality in future Creatio releases. We will notify them about this request so to increase the priority of this idea. 



However, you may try to use a workaround to send a plain-text email via business process. 

You can use an Add Data element which would create a new activity with Email Type, fill-out all the needed fields and set "IsHtmlBody" value false and send it using a script-task after. 



In this way an email should be sent as a plain-text. 



Kind regards,

Roman

Roman Brown,

Thank you for your suggestion.

I just tried to use an "Add Data" element to create an activity of type e-mail connected to a Case with the fields as shown in this picture:

This email is shonw as "Draft" in the Case "PROCESSING" tab and it has not been sent: Are there some other fields to set so the email is automatically sent from the Business Process?

King Regards

Massimiliano

Hello Frederico,

I have the steps written up to override a module here: https://customerfx.com/article/overriding-modules-in-creatio-formerly-bpmonline/

Ryan

Ryan Farley,

Thanks Rayan. Regards,

Hello Frederico,

Hope you're doing well.

Thanking Ryan for creating and sharing the useful article. We can confirm that the steps described in the mentioned instruction can be used for overriding the needed module.

At the same time, we don't recommend this way because in the case when you have more than 2 overriding modules, it will not work properly or won't work at all.

Best regards,

Roman

Roman Rak,

Since you don't recommend this way, may I know any other way to do this?



Regards,

Solem.

Hello Mark, 



Please refer to the following code in order to add the functionality requested:

 

define("ActivityPageV2", [], function() {
    return {
        entitySchemaName: "Activity",
        messages: {
        },
        methods: {
            save: function() {
                var IsToDoCategory = this.get("ActivityCategory") && 
                    this.get("ActivityCategory").value === "f51c4643-58e6-df11-971b-001d60e938c6";
                var IsCompletedStatus = this.get("Status") && 
                    this.get("Status").value === "4bdbb88f-58e6-df11-971b-001d60e938c6";
                if (IsCompletedStatus && IsToDoCategory) {
                    this.showConfirmationDialog("Please, set proper category!");
                } else {
                    this.callParent(arguments);
                }
            }
        },
        details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
        diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/
    };

Kind regards,

Roman

Thanks for your reply Roman, this worked beautifully.

I am interested in the GUID values you have in the code, is there any meaning to these values?

Note for others, the code above needs the && replaced with &&

Hello,

We don't have a possibility to send the Websocket message from the client to server since there is nothing to handle this message on the server. In this case you can create your custom configuration service and send requests via this service - here is an example of such a service https://academy.creatio.com/documents/technic-sdk/7-16/creating-configuration-service-0

Best regards,

Oscar

Hi Akshit,

Please try using this code for your purposes:

if (this.get("Location").value == 'YOUR_VALUE' && this.get("Category").value == 'YOUR_VALUE') {
    this.set("UsrApprovedBudget", id_here);
this.set("UsrBudgetCode", id_here);
this.set("UsrBudgetAmount", id_here);
 }

Where id_here is a lookup value id or a string if you have a hard-coded value.

Regards, 

Anastasiia

Hi Fulgen,

Change your parentName to Header

Ryan

Ryan Farley,

Thank you Ryan, it works

Hello Shrikanth,

Hope you're doing well.

The time which is displayed in the system is based on the server time + value of the user profile offset column. If you are using the OOB columns, you need to check the server time by running the next query:

SELECT GETUTCDATE()

The result of this query will show the current UTC server time. After that, you can compare these data with your user's time zones settings.

As I can understand, you have changed the "Code" and "Time zone offset" column via DB, as far as the lookup "Time zones" is a system lookup that is locked for editing (except of the "Name" column). Blocked values are needed for login in the system. After editing or adding a new value users with this time zone sometimes can have troubles with the login process, so this is why those columns are locked. Also, need to pay attention to the address of the contact, because the city/state can have the time zone which is different from the default time zone for that country.

Best regards,

Roman

Roman Rak,

Hi Roman. Thanks for your response. Yes, I did check the address' city/state and ensured that they are valid for my use case.



#2 - I changed the offset column value and still no change happened (I logged out/logged in, refreshed page, cleared Redis cache etc).

I even changed the offset to 'UTC+5:30', It still showed Alaska time. This is noteworthy because, all the default offsets are in GMT. I changed it to UTC and expected the system to break. It didn't. It still showed me Alaska time. This makes me doubt if this column is being used at all.



#1 - What about 'American code' column?

Hello Shrikanth,

Thank you for your questions.

About the 'American code' column: at the moment this column is out of use and doesn't affect any functionality. If you want us to delete this column (or add/edit any other system columns/settings/values), please inform the Creatio support team.

At the moment there is no possibility to change the records for 'Time zone offset' and 'Code' columns via standard system tools because they are related to system settings and have unique values in the DB. Also during the populating the "Time zones" lookup developers added all actual timezones at the moment. We really appreciate your idea and have created the feature request for providing the possibility of adding/changing  "Time zones" lookup records in the future releases of the Creatio application.

Best regards,

Roman

Hello Ricardo,

Hope you are doing well today. 



If I understand your business task correctly, there is no way to show the year-to-date sum of a record value with the basic application tools. As a workaround, you can filter the data on by month but by month & year, day-month-year, so it might be more convenient to identify the date, for example:

In the following link you can find more information about Charts dashboards:

https://academy.creatio.com/documents/base/7-16/chart-dashboard-tile?document=base

Also if you're interested in using financial tools you can check Creatio financial products:

https://academy.creatio.com/documents/lending/7-16/introduction?document=lending

https://academy.creatio.com/documents/bank-customer-journey/7-16/introduction?document=bank%20customer%20journey

https://academy.creatio.com/documents/bank-sales/7-16/introduction?document=bank%20sales

For example, those products include such section as 'Financial accounts' sections, where is present financial dashboard:

https://academy.creatio.com/documents/bank-sales/7-16/financial-accounts-section?document=bank%20sales

Best regards,

Roman

Thanks for your reply.

I managed to implement it by the use of a DB view.

Best regargs,

Hi Akshit,

It is better to enable development in the file system for the dev-app in case your dev-application is deployed locally or use SVN to commit changes to the app (please note that you need to have some internal task system so to get sure that two developers don't save changes to the same schema at the same time or that two developers compile the app at the same time).

Best regards,

Oscar

Dear Ricardo,

If one object is located in package A and second in package B, updating package A will not interrupt data from package B.

If you are developing on dev instance and installing the package from dev to prod this package will be locked and no changes will be saved to it.

If you are trying to change unlocked package to locked it will most likely lead to installation issues or functionality issues.

Since it is not expected for new features to be developed on production application you can use Custom package for minor changes. 

The prefix should be the same as on dev and it should not interfere with existing customisations (if there are objects on schemas with "Usr" prefix it is not recommended to change prefix). 

Best regards,

Angela

Angela Reyes,

Thanks for your reply.

That's exactly how we are working . We are using the same prefix as our custom package that was imported from Dev.

When a production user tries to save a new process,

...he/she gets the message:

... and if he/she is allowed to save it, my  concern is also if this new process will be preserved  when a new version of the package is imported from Dev.

Ricardo Bigio,

Check the value of Current Package system setting and make sure this package is not locked. 

Best regards,

Angela

Angela Reyes,

That is exactly what the problem is. The package IS locked in production, as it was imported from dev. What is the solution for that ? Should we have another custom package in the prod environment specifically for that, where users can save their campaing processes ?

Ricardo Bigio,

You can use Custom package. Each system has a "Custom" package which is unlocked and specified as the default custom package. It is called Custom. 

Best regards,

Angela

Angela Reyes,

Thanks. That is the solution we have adopted. The only difference is that we have created another custom package, instead of using the "Custom" package.