Dear Muhammad,

You can find more information on how to work with templates in the following Creatio Academy articles:
https://academy.creatio.com/docs/8.x/creatio-apps/creatio-basics/communications/work-with-message-templates
https://academy.creatio.com/docs/8.x/creatio-apps/products/marketing-tools/email-marketing/classic-ui/email-templates/create-an-email-template

Please note that macros will only appear when the template is opened from its corresponding source object. This means that if you send an email via the Communication panel, only templates with the source set to Activity (or those with no source) will be available — as all emails are stored in the Activity object.

If you'd like to use macros from another object, you'll need to add the MessageComposer element to the page where these macros are intended to be used.

Have a great day!

Hi Alina Yakovlieva,
 

Thank you for your advice, but I’m still confused to implement it. Can I use the button to trigger the action that runs the business process, where the business process reads data and sends an email, as shown in the image below

config read data

Config send email ( For the 'From' field, it should be filled with the company email (how do I insert the company email?), while for the 'To' field, it should send the email to the value that was previously read.)

and the button

 

Muhammad Rizky,

Hello,

So you can use the button to trigger a business process.

For the 'From' field, it should be filled with the company email (how do I insert the company email?)

I see that you have chosen to get the email from the system settings. So to insert the email in the business process you need to fill in the system settings by selecting one of the mailboxes already added to the system:



You also filled in that field correctly if you want that field to be filled with a value from the collection in which you are reading the Gengerate Document. However, I recommend making sure that the sorting condition returns the record you need and the field with the required email:

Hello!

You can configure this behavior using a Business Process.

The process should first read the "Assignee Group" value from the case record. Then, using the "Change access rights" system element, you can define which access rights to grant or revoke based on your business logic.

Please see more details in the Creatio Academy article: https://academy.creatio.com/docs/8.x/no-code-customization/category/case-designer-elements-reference

Have a nice day!

Hello,

Please register this issue with our Support team directly via support@creatio.com so we could analyze it properly.

Hello!

In this case, we recommend exploring the Creatio Marketplace, where you can find a variety of reporting solutions that may meet your requirements, including those supporting advanced analytics and complex data processing.

Please follow the link: https://marketplace.creatio.com/catalog?search=report&check_logged_in=1&page=6

Have a nice day!

Sadly, no such reporting option currently exists for Creatio. We typically with extend the Word printables using a lot of custom macros for data retrieval and the use of views and have the complex logic performed in the view. For now, that is the best option.

Does anybody has any experience with the Power BI connector? I don't know Power Bi, but i was always under the impression that is was something like Reporting Services....

Can you share the complete handler code and explain how have you disabled the "To protect you from unsafe content office has blocked opening this file" error message?

Sure, here is the handler. It already opens MS Word, but because of the safe url encoding it won't open the correct document... 

handlers: /**SCHEMA_HANDLERS*/[
            {
                request: "usr.PushButtonRequest",
                /* Implementation of the custom query handler. */
                handler: async (request, next) => {
                    this.console.log("Button Open in MS Word pushed...");
                     var docUrl = await request.$context.PDS_UsrColumn1_u8ye1ig;
                      const wordUrl = `ms-word:ofe|u|${encodeURIComponent(docUrl)}`;

                    // scenario 1: use window.location.href
                    //window.location.href = wordUrl;

                    // scenario 2: use the online found solutioon to add a link with a click
                    const link = document.createElement('a');
                    link.href = wordUrl;
                    link.target = '_blank';
                    link.rel = 'noopener noreferrer';
                    document.body.appendChild(link);
                    link.click();
                    document.body.removeChild(link);
                    
                    this.console.log("MS Word Url set to: " + wordUrl);
                    /* Call the next handler if it exists and return its result. */
                    return next?.handle(request);
                }
            },
        ]/**SCHEMA_HANDLERS*/,

Bas Kroes,

well I get the same URL in both cases (using a regular text field and the web link input) and in both scenarios I get this popup:

Maybe I am testing in the wrong manner?

Oleg Drobina,

It looks like it is a browser issue. I am using Ms Edge. What are you using?

Bas Kroes,

I am testing in Chrome, but I get the same error in Edge.

That's odd indeed using the same code 🤔

But your url did not get unwanted modified?

Hello,

The sort column should be presented in the template to keep the sort order in the report and on the UI; in other words, the issue occurs because you have not added the column by which the fields are sorted on the UI to the template of your report. 

When the report is generated, the system ignores all columns that are not presented in the template, so data cannot be sorted by them. 

Our responsible R&D team is already aware of the described behavior and has registered the corresponding task to implement the functionality in the upcoming versions of the application.

Hi,

Tested in the local app - create the very same validator (with the same name) in the schema that is a child for your schema and add your logic there. As a result the validator fgrom from the child schema will be called.

Hello, 

This is the standard (OOTB) behavior of Cases.
If you change the stage of a record that initiated a business process — whether from within the business process itself, its subprocesses, or the record — all tasks, processes (including subprocesses), open pages, etc., will be canceled.

More detailed information can be found here:
Case Designer workflows

If the issue is more complex, please create a support request by emailing support@creatio.com.

Regards,
Orkhan

Greetings!

There’s no way to get this using the basic method - it doesn’t support sending form requests.
You’ll need to write a task script for that.

It requires writing C# code that uses WebRequest to send the request.
For example:

public bool Execute(UserConnection userConnection)
{
    var tokenUrl = "https://your-creatio-instance.com/connect/token";
    var clientId = "your_client_id";
    var clientSecret = "your_client_secret";
    var request = (HttpWebRequest)WebRequest.Create(tokenUrl);
    request.Method = "POST";
    request.ContentType = "application/x-www-form-urlencoded";
    request.Accept = "application/json";
    var postData = $"grant_type=client_credentials&client_id={HttpUtility.UrlEncode(clientId)}&client_secret={HttpUtility.UrlEncode(clientSecret)}";
    var data = Encoding.UTF8.GetBytes(postData);
    try
    {
        using (var stream = request.GetRequestStream())
        {
            stream.Write(data, 0, data.Length);
        }
        using (var response = (HttpWebResponse)request.GetResponse())
        using (var reader = new StreamReader(response.GetResponseStream()))
        {
            var responseText = reader.ReadToEnd();
            var tokenResponse = JsonConvert.DeserializeObject<OAuthTokenResponse>(responseText);
            // if you want you can do something with tokenResponse.access_token            
            return true;
        }
    }
    catch (WebException ex)
    {
        if (ex.Response != null)
        {
            using (var reader = new StreamReader(ex.Response.GetResponseStream()))
            {
                var errorText = reader.ReadToEnd();
                // Here also you can log the error or display it
                Console.WriteLine("OAuth error: " + errorText);
            }
        }
        else
        {
            Console.WriteLine("WebException without response: " + ex.Message);
        }
        return false;
    }
}

Regards, 
Orkhan

Open the code for the page and locate the Password field in the viewConfigDiff. Change the line: 

"type": "crt.Input"

To the following: 

"type": "crt.PasswordInput"

Ryan