Hi Amritha

Thank you for your question!

First of all, you need to add the 'email' field to the account's page as there is no such field as 'email' there (only communication options). After this, you can send a notification stated in this field using out-of-the-box functionality. It is possible to do it through the business process. It would be necessary to create a new one, which would read the newly created case, read its related account, and send the email to the mailbox which you mention as the primary one for this account. As for your second question, such templates can be created. They are not common as most of the time emails are sent to contacts or groups of contacts but not to accounts.

Best regards,

Anastasiia

Hi Taras!

You have to use another lookup, named 'Schema'.

That said, note that Creatio will take the value of the "Id" column with your current setup. However, the "File object" field must contain the value of the "Uid" column. In this case, you should read the value of the "Uid" column from the "Schema" object and pass the value to the "File object" field as a process parameter.



Also, Creatio includes a similar functionality out-of-the-box since version 7.17.1

I recommend using the standard "Process File" element in business processes. https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

Hi Taras.



Did you figure out what assembly file schema belongs to?

I can read File Schema if my BP is in Custom but not in my Own Package.



Regards,

Solem A.

Hello Shivani,

If I understand your business task correctly, you would like to apply the filtration for lookup columns on some record page.

This can be achieved with a help of business rules functionality. 

More detailed information about it can be found in the below and related articles:

https://academy.creatio.com/docs/user/no_code_customization/ui_and_busi…

Should you have any questions, please let us know!

Best regards, 

Anastasiia

Anastasiia Zhuravel,

That was not my requirement. Apologies if I was not clear before. Let me try to state the use case again.

In the lookup section, I have a Lookup table as follows

The highlighted column is a Lookup pointing to SysModule table. I need to filter out certain sections and not show all the sections that comes in the pick list by default. Since the lookup section is different from other sections like Contact or Leads, I cannot use the solution you provided. 



I believe I need to create a client module to override BaseLookupConfigurationSection. It would be great if you could give me an example.



Thanks

Hi Shivani,

unfortunately this functionality is not possible at the moment. We will create a request for the  R&D department so they can develop this functionality in future releases.

Best regards,

Dariy

Hi Jose,

You need to override the setActionsEnabled method in you section SectionActionsDashboard schema in the following manner:

setActionsEnabled: function(actions) {
				const isFeatureEnabled = Terrasoft.Features.getIsEnabled("YourFeatureCodeHere");
				if (isFeatureEnabled) {
					this.iterateActions(actions, function(action) {
					action.set("Enabled", false);
				}, this);
					return;
				}
				this.callParent(arguments);
			}

As a result no one will be able to change the stage from the UI.

Best regards,

Oscar

Oscar Dylan,

Hi Oscar,

I'm not sure where to add that code as I cannot make changes or replace the SectionActionsDashboard. Also, I need to unable or disable the bar based on the schema page IsModelItemsEnabled attribute that is set true or false on the onEntityInitialized function based on conditions on the page (e.g. Locked by field populated and equal to current user, status != 'Processed', etc. )

Thanks,

Jose

Jose Hernandez,

Hi,

You can replace the SectionActionsDashboard module for your section and you can put the code in the replaced module (every OOB section with actions dashboard has its own SectionActionsDashboard, like OpportunityActionsDashboard or CaseSectionActionsDashboard, take a look at the app configurations please). In case you have a custom section and you need some additional logic in the action dashboard of this section your can create your section actions dashboard based on the SectionActionsDashboard (selected as a parent) and then this custom actions dashboard can be connected to the page (see how it's developed for the LeadSectionActionsDashboard and added to the BaseLeadPage).

Secondly, you can create a logic of sending sandbox messages between modules as described in this example (in your case it should be SectionActionsDashboard module and your record page module) or you can see that a message is used in the base LeadSectionActionsDashboard.

Best regards,

Oscar

Oscar Dylan,

Thanks Oscar. I was able to disable the bar based on the attribute following your suggestions.

Please provide us with a complete step-by-step description of the practical usage of the functionality you demand.

Thank you!

Best regards.

Oscar  

Hello Akshit, 

Please check the related to this question posts on our Community with a possible solutions, as those:

https://community.creatio.com/questions/attachments-and-notes-using-dataservices

https://community.creatio.com/questions/import-photo-image-imageapiservice

Should you have any questions, please let us know!

Best regards, 

Anastasiia

Yes. Please set up Record permissions on the Email message template section/object.

It looks something like this: https://prnt.sc/26fjqvh

More information: https://academy.creatio.com/docs/user/setup_and_administration/user_and…

Hello,

Could you please write to our technical support so we could take a closer look at the issue?

Just email us about your problem at support@creatio.com.

We will investigate it in your particular environment.

Thank you,

Artem.

Hi Thomas,

Unfortunately, it is not possible to achieve this in the current version of the application.

We have a task for our R&D team to have an option to display an empty string instead of the macros code on the yellow background so it will be added in future updates.

Best regards,

Max.

Max,

Really disappointing that a basic problem like that that has been solved by other products for years was missed here. This can make using email templates completely unreliable.



Thanks for the reply. Is there a comprehensive list of what does not work and what is in the backlog on being worked on?

You are able to do it. Basically, you create two different blocks.

One showing the row with the Address and one without.



Then use Rules & Dynamic content to show the appropriate Block for every Contact.

Perhaps this method only'll work for Bulk and Campaign Emails. I'm note 100% sure. But you can try!

Julius,

I appreciate your creativity here. I believe that using dynamic content requires the Marketing Module which we have yet to implement.



Tom 

Try navigating to the Email Templates section under the Studio Workspace. Maybe you don't have the new Email Designer? Marketing licences may be required for this? What Creatio version do you use?

I think it'll work on 7.18.3 and newer

We use the latest cloud version, I created the templates in Studio but we do not have the marketing module. Dynamic content should work however, these are basic user follow up emails and this issue should not even exist in 2022. Our users will need to review and delete these empty fields which is inefficient and disappointing.

I appreciate your knowledge and assistance.

 Tom

Max,

Or anyone at Creatio who can help with this... clearly there is a function #deleteifempty# which is included in one of your base sample templates, "Template for new invoice approval notification (US)".



I need someone to explain how this works, I tried the code in HTML and it did not work, instructions please!!!

Thomas Colby,

Were you able to find a solution? we are having the same requirement with no success to how it can be achieved.

Thanks,

Hello Aygen,

Probably the Package is locked. Please make sure, that the package that you set up in the 'current package' system setting is unlocked, 



Best regards,

Bogdan

Hi Bogdan, Thank you for the answer.

I'm checking but is there a section here that I need to change? 

Access for modification for internal users --> Can manage configuration elements

Aygen Ergen,

Could you please send us a screenshot of the 'Advanced settings' section? 

What exactly should I show?

Aygen Ergen,

 If the Package is unlocked, it's Yellow and on top of the package-list.

But now your package Custom is locked and grey.



Did you Export the package and then re-install it?

Julius,

Unsuccessful. What can be the problem?

Sorry for the unclear answer. I only meant to ask if you had done this, as a question. I did not want to suggest you do this as you are really not supposed to do that! I believe it will lead to package being locked, since it's an external third-party package when being installed from file.

Was this package created on the same environment/instance you are using?



I suggest you create a new Package and move everything from the old locked package into the new one. If that's possible.

Otherwise, ask the support department to unlock it for you.

Thank you for answer

Aygen Ergen,

The error depicts the object (Account) doesn't have edit access.

Please check the object permission of Account here,



Step 1, Select object permission from the homepage.





Step 2: Select account and check its permission setup

Best Regards,

Bhoobalan Palanivelu.