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.

Hello,

Please describe in more detail how exactly you expect this logic to work.

Mira Dmitruk,
 

Hey ,
Let’s say you have a stage lookup, a custom section (e.g. Product), a related configuration section (e.g. Product Config), and a detail (Stage Config) inside the Product section that maps which stages apply to each product.

For example:

• Product A is configured with Stages 1, 2, and 3
• Product B has Stages 1, 2, 3, and 4

So when a user is working with Product A, the DCM (progress flow bar) should not display Stage 4

sprity,

You should be able to achieve your business idea by simply creating several Cases (https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/dy…) depending on a value of some field.

Unfortunately, it is not possible to dynamically show/hide some stages within one Case. 

Hello,

The task you mentioned can't be done using out-of-the-box tools, but it can be developed with some customization. 

Here are a couple of helpful links with example implementations that might point you in the right direction:
https://community.creatio.com/questions/how-can-i-hide-details-mobile-application-based-business-rules https://community.creatio.com/questions/how-hide-detail-mobile-based-condition


Best regards,
Malika