In the case designer, i ve a process which launch a process which open a mail with a proposal for a contact.
Process:
Sub Process:
The case designer:
when the email is send, i would like to go to the next stage (Proposition Envoyée).
The Problem is that when the user select a model in the email panel, it saves the email and the process goto "Proposition envoyée" which change the section stage.
i would like to go to the next stage onlyt when the mail is send.
There are several ways to achieve your task and the easiest way to do that is to do the following: in the "Open edit page" element of your sub-process modify the "When is the element considered complete?" parameter value to the "If the record matches conditions" and specify that the activity status (status) should be completed:
The problem in your case is that the "Open edit page" element is considered to be completed once you specify any changes and save the record, but not when the activity itself is completed (the email is sent) because the value for the "When is the element considered complete?" parameter by default is "Immediately after saving the record" and as a result each time you specify any changes to the activity it is being saved and the edit page considered to be completed and the process continues its execution.
I have a question about working with record collection from read data element.
My case is to take all tasks planned for the next hour and send email to them owners.
I’d like to ask if it is possible to get a task ID, one by one, base on the collection, then read the necessary data from the task and send an email to the owner. (like in schema below)
The task you described can be implemented via the process, but it will require some additional development. When the process reads tasks and sends an email script task should be used since send email element cannot work with collections. An example of such a script task can be found in process Send email to case contact. Also, similar task but without development is described in this post: https://community.creatio.com/questions/sending-email-collection-records-if-reorder-date-record-equals-current-date. If you want to send separate emails for task owners I would recommend adding tags to records to distinct processed tasks.
I have also been successful in using the new upcoming functionality that was tested in the 7.16.1 release to feed a collection into a subprocess. If the email is relatively simple and the variables are limited, you can send a collection to a simple subprocess that sends an email to the contact list in the collection but generating a new process for each item in the collection. But for more complex emails, creating a loop like the tag example is your best bet. Also, you can use tags, or you can create a boolean in the section to loop through that can be turned on and off.
I've just deployed full bundle instance of the 7.16.0.4461. There is no similar issue. The portal user profile page or organizational page and main page can be modified without any difficulties.
Try to perform these actions in the advanced settings that can help to resolve the issue:
1. Update database structure where needed
2. Generate the source code for all items
3.Compile all items
If there are still any difficulties, It is better to contact the support team via support@creatio.com to look into the issue in your particular environment.
I created a process which will give access to a particular portal user permission to read and edit record. The portal user name is filled in the record page.
Process first triggers when a record is added then it read the portal user name in the record and assigns the access permissions. But the process is not giving access rights to the portal user.
Can any one help ?
Here are the screen shots : -
1. Process
2. After adding record and process completion, the access rights
It is necessary to grant the rights not to User role but for the Employee where you should indicate the value of the Borrower field http://prntscr.com/stoezu . It should be something like this [#Read Borrower.First item of resulting collection.Borrower#]
As for now you try to grant the rights to some role and the system cannot identify it.
I assigned the access role in process for employee. And the process works now.
But why can't we do for User role.
Even if it works with employee role. The borrower is not an employee. He/She is an end user who will fill the form. Why does it have to be assigned in Employee role.
The thing is that your process doesn't read the user role. It would be necessary to find the user's role first using additional read data elements and based on which role is found by, use it in Role parameter instead of Employee.
In the screenshot I can not see the notification panel on Portal Workspace when portal user logs in. I want it to be visible to portal user in case of notification comes. Or else if there is another approach to notify portal user then please suggest.
Unfortunately, there is no OOB tools or information about partner customizations available which would add the notification panel for the portal user.
We will pass this request as an idea to the responsible R&D team so they will consider the possibility of adding the requested functionality in future Creatio releases.
I wanted the notification panel on Portal Workspace for process/requests he need to complete. The process has a pre-configured page. Which needs to be filled by Portal user. But process will only show in notification. Not in the Case I build on the section page.
Is there any other way to notify user to access and complete the process.
Basically, if you already know how to add the CSS schemas, you'll just use inspector/devtools to determine the id of the element and then add to the CSS with a background-color.
I trying to set the background colour for a filed based on Certain condition. Im not able to achieve that. Is there any post or anything where you can guide me on the same?
in the below code, line 1-4 does not work. But, if i remove "[isFontChange= "true"]" from line 1, it by default highlights the value of the specified field.
I want to highlight the value based on condition. Kindy help me achieve the same
You simply delete container called "CC" for Email Edit Page in Section Wizard for Activity section, replace it with a CC field instead (it's available in the fields container on the left side of the page) and save the changes.
Please see these screenshots:
Once the changes are saved, please re-login into the application and this field will be always displayed on the email page.
Like the change log for a section where we can trance the changes add/edit/delete made by a user, is there a way to see the list of which records he have "viewed"?
Unfortunately, there is no possibility to track the information about viewed sections/records by system users.
In case you would like to deny access to records for some users please feel free to use record permissions settings. For example, if the [Record permissions] option is enabled, only certain users or roles can view specific accounts or contacts.
We have into system a mailbox already created and working (ie mymail@mydomain.com) , but associated to our own mail server (internal).
Right now, we move same mailbox to Office 365.
Is possible to change the provider's mailbox into Creatio without delete and create again the same mailbox into system?
In case that only option wil be recreate mailbox, what happen with old emails linked to previous configuration, we lost it when delete/create mailbox again?
The first one is to disable the synchronization of the mailbox by switching off the trigger "Download email to Creatio" leaving this mailbox in the system.
Then, you can add your new mailbox in the system. It will be the soft transition that allows you to keep all the information on its place.
As for the second option, you can delete the old mailbox from the system and it will delete EmailMessageData only (you won't have your mails stored in the CTI panel on the right.
Emails are stored in the system as activities. The deletion of the mailbox will not delete activities.
