Hello 

Thank you for your request regarding the creation of a CRM with custom pages and data lists.

To help you with this, we recommend following the official Creatio Academy guide, which provides a detailed step-by-step walkthrough on how to create a custom section and list page within your application. This guide covers all necessary steps, including adding custom data and configuring the user interface.

You can access the instructions at the following link:
🔗 Creating custom sections and list pages in Creatio

Should you need any further assistance or have specific questions during the setup process, please don’t hesitate to reach out.

Hello,

To achieve automatic replies on the first incoming email to your mailboxes, we can suggest to create a business process based on the out-of-the-box "Send Email to Case Contact" business process.

You can take the existing process that’s already in the system as a template and customize it to fit your needs—such as sending a standard reply like "Your request is under review" when a new case is created from the first email.

This way, you leverage the built-in functionality and adjust it to your specific scenario.

Thank you!

You can use the object EmailMessageData (Title "Email message") to know which mailbox (or mailboxes) an email (Activity) is from. Emails are Activity records, but each mailbox connected to Creatio that the email is located in will have a record in EmailMessageData to tie the email to the mailbox. 

One approach would be to have a process listening for Activity added with Type=Email that exist in the mailbox you're monitoring.

Then you do whatever is needed such as create a record in your section. The EmailMessageData object also will let you know if the email is a part of a thread. Then you could use that to determine you need to just add this new email to an existing record vs adding a new record, etc.

Ryan

Hello Ryan,

Thank you for the recommendation. I tried this approach,

but the Business Process wont trigger when an email comes to the specified Mailbox.

I checked from Sql Console the related tables, and the Id that Im utilizing is correct.

But still the Process wont trigger.

Sasor

Hello,

Unfortunately, it is not currently possible to use data from related objects to set up business rules. However, the responsible R&D team is already working on implementing this functionality in future releases, although we can't provide any exact ETA yet.

Thank you for your question!

Hello,

Thank you for your question.

If you've created a custom section and want it to appear in the "Connected to" dropdown (e.g., when linking emails in the communication panel), some additional configuration is required. This behavior is not handled automatically for custom sections.

This can only be implemented by development:

1. Add a column to the Activity object that references the desired directory.

2. Find the UId of the column added in the first point (in the directory metadata).

3) Execute the script:
DECLARE @columnName varchar(max) = 'UsrColumn';
INSERT INTO [EntityConnection] ([SysEntitySchemaUId], [ColumnUId])
  VALUES (
    (SELECT
      [UId]
    FROM [SysSchema]
    WHERE [Name] = 'Activity'
    AND [ExtendParent] = 0), 
    (SELECT DISTINCT
      [ColumnUId]
    FROM [SysEntitySchemaReference]
    WHERE [SysSchemaId] IN (SELECT
      [Id]
    FROM [SysSchema]
    WHERE [Name] = 'Activity')
    AND [ColumnName] = @columnName));

Where 'UsrColumn' is the name of the column you added to the Activity object. The script will fetch its UId automatically.

4) select * from EntityConnection order by CreatedOn desc
update EntityConnection set ColumnUId = 'UId column added in the first part' where id = 'UId column from select * from EntityConnection order by createdon desc'

5) Perform a cache clear and log back into the system.

After this, your custom section should appear in the "Connected to" list and allow linking emails or other activities to it.

Please note: This change requires backend access (via SQL Executor) and should be applied carefully.

Thank you!

Hello Valeria,

Thank you for the detailed script.

It's still a bit strange why the "Connected To" appears for some custom sections (created by us) and not for others.

I’ll try you approach

I assume you're using crt.UploadFileRequest for the upload? I believe that request might return the uploaded file's Id, you could follow it up with an update to set the other field (I don't believe you can include it in the upload, but I've not tried that)

I have configure below on designer page .

Below is code behind. Help me where\how i will get the ID of uploaded File.  Help me in detailed way.

Also i tried with Business Process(insert signal on sysfile) , but on upload File, Screen details are not getting Saved. I am not able to get the document type data in Business process. 

khushbu kumari,

I think you'd need to do this via code in order to capture the request result and perform the update after

  I am trying to update the selected document type in Solicitud object.  but it is giving Internal server error. 

Below is the code i have written in client side code. Am i doing anything wrong here or any setup is missing to use model class. Note: i have already added “@creatio-devkit/common” to the modules page.

I took reference form below https://customerfx.com/article/updating-a-record-from-client-side-code-…

There are two types of business rules, page-level business rules and object-level business rules. Filters are object-level business rules. In your screenshot you're showing page-level business rules. The object-level rules would show below those on the left side, but the fact that those are missing in your screenshot likely means that the page doesn't have an object data source. 

Hello!

Yes, it is possible to filter the records available in the lookup when adding a new item to a detail in Freedom UI.

To do this, you can set up a static filter on the list component or mini page that opens when you add a new record. For your use case — displaying only accounts with the “Competitor” type — you can apply a filter on the Type field of the Account object.

You can find more information about setting up static filters in Freedom UI in this article:

https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

If you're working specifically with a lookup field on a mini page, you can also filter its values by setting up a business rule:

https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/freedom-ui-business-rules

Thank you!

Hello,

Are we discussing marketing bulk emails or regular emails sent via Exchange\SMTP?

Oleg Drobina,

Not bulk.  These are individual emails, sent out to a user (or other person) based on some data entry firing a trigger/process.

Thanks.

Hello Rob,

You can customize your email sending process using the instructions and examples from the article https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/8.1/platform-customization/classic-ui/emails/sending-emails/overview.

If you want to add the header to your email you can it by creating the configuration file of the email and specifying the header there.

For example: 

var message = new Terrasoft.Mail.Sender.EmailMessage
{
	// Sender email address.
	From = "Sender@email.com",
	// Recipient email addresses.
	To = new List<string>{ "first@recepient.co", "second@recepient.co" },
	// Copy optional
	Cc = new List<string>{ "first@recepient.co", "second@recepient.co" },
	// Hidden copy optional
	Bcc = new List<string>{ "first@recepient.co", "second@recepient.co" },
	Subject = "Message subject",
	// Email body.
	Body = "Body",
	// Priority, Terrasoft.Mail.Sender.EmailPriority enumeration values.
	Priority = Terrasoft.Mail.Sender.EmailPriority.Normal,
	// Headers you want to add to your email
	HeaderProperties = new List<Mail.Sender.EmailMessageHeader>
	{
		new Mail.Sender.EmailMessageHeader
		{
			Name = "X-Auto-Response-Suppress",
			Value = "All"
		}
	}
};

Hi.

Do you have a newer link?  this one you referenced is broken:

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/8.1/platform-customization/classic-ui/emails/sending-emails/overview.

Thanks
Rob

Better link here:

Customize sending emails | Creatio Academy

Ruslan, good afternoon!

Could you please provide more details on which settings you need help with in the configuration?
Please also provide more detailed information about where exactly you're encountering difficulties - at which step of the configuration the issue occurs.