On Case creation we are sending email to some CRM user. This Case record has detail/sub table. We wanted to include the records on this detail/sub table to the email template, in email template we can show Case fields using Macro, how we can retrieve detail/sub table also using macro?
If you are doing this through a business process you can read the data from that sub table using a filtering condition that would look like:
"Select records from "Sub table" where the subTable.record.caseId equals to the Id of the current case"
Basically it's the same condition used to filter the records that will be displayed in the detail.
And once you have the information of those records you can pass it to the email macros.
If you need further assistance on how to customize your business process please send us an email to support@creatio.com and we will be able to assist you further on this matter.
I have a multiselect detail and I have added code to mark already selected records when the lookup window is opened again. For example if A, B are already added to the multiselect, when user wants to add C,D, E, the records A & B will already be checked.
There are multiple validations done before we add a record. Unchecking of already added records will cause complication.
We see preventing uncheck of values as a solution. Is there a way to prevent uncheck of records?
Following is the code I have used, to mark the records already selected as marked. I need to prevent these marked records as unmarked. Basically, we cannot uncheck an already checked record
esq.getEntityCollection(function(result){
var existsDocumentsCollection =[];if(result.success){
result.collection.each(function(item){
existsDocumentsCollection.push(item.get(”AccountId”));});}
config.selectedValues= existsDocumentsCollection;
Hello, is it correct that currently every time you open and close a lookup window there are no selected records and your code doesn't work? Or it's working but only after validation and you need to make it that the needed values are already selected before that moment?
Is it possible to format a custom macro field on an email template? I need to display a date with the long format date on an email (eg. August 25, 2022)
The email definition that has the date looks like this:
The details of this fee were [#UsrPatientContactPreference.UsrEmailText#] to the patient or dispute submitter, on [#UsrRequestForAdditionalInformationSentOn#]
I have discussed your case with the responsible R&D team. Unfortunately, as of now, there is no possibility to implement your business task and we do have the correspondent problem registered on our side. The R&D team is currently working on implementing this new functionality in one of the future releases of the application.
Thank you for helping us to make our application better.
Please check methods in the BaseLookupConfigurationSection schema.
In order to hide the specific action, you will need to change a Visible property:
getSectionActions: function(){
var actionMenuItems =this.callParent(arguments);
actionMenuItems.each(function(item){if(item.values.Caption.bindTo==="Resources.Strings.ExportListToExcelFileButtonCaption"){
item.values.Visible=false;}});return actionMenuItems;}
In order to remove the specific action from the collection:
getSectionActions: function(){
var actionMenuItems =this.callParent(arguments);
var itemToRemove;
actionMenuItems.each(function(item){if(item.values.Caption.bindTo==="Resources.Strings.ExportListToExcelFileButtonCaption"){
itemToRemove = item;}});
actionMenuItems.remove(itemToRemove);return actionMenuItems;}
In business process, how can we send email to group, For example, to a particular functional role, then all the members under that functional role will receive the email?
Unfortunately, you wouldn't be able to put "Functional role" as a value of "To" field of the "Send Email" process element using user tools. Our R&D team already working on adding this functionality, there is no ETA yet, however. You may build your process analogically to the "Send email to case group" base process that sends email to a group of people using script task.
Here is also another solution that can fit your needs: you can specify one recipient in "To" field in the business process "Send email" element and on mail-server side you can setup filters which will transfer notification emails to some specific folder and then mail-server can transfer all emails sent to this folder to other mailboxes. And it will fit your business target. But I will notify our R&D team about your request and ask them to raise the priority of the problem.
I have setup a DCM on a section. But when I login from a portal user, I can see the DCM area/container but can not see the DCM bar. Is there any setting or permission that needs to be added?
I am using 7.18.3 Studio version. Any help would be appreciated.
I'm trying to add a user in an organizational role called "Branch x". This organizational role has 2 parent roles. Is it necessary to specify this organizational roles (the 2 parent roles of "Branch x") when I try to create a new user in Branch x?
Please make sure to go through this article from Creatio Academy as it will explain better how the Organizational roles work. To answer your question, I will refer to a part of this article: Organizational roles automatically inherit access permissions from their parent organizational roles. So no, you don't need to specify the parent roles of the "Branch x" role.
