We have managed to fix the previous issue

However the File Import template is still missing

Sasori Oshigaki,

Hello!

The templates for data import are stored in the object FileImportTemplate. By default, the operation permissions for this object are turned off, meaning that only users with the group "All employees" can access it. 
To allow external users to see the templates, please enable Operation permissions for the object FileImportTemplate and configure the access rule for the needed users.
 

After, allow external users to use feature UseFileImportTemplate. features can be found by the following link: your_site/0/Shell/#Section/AppFeature_ListPage :

I hope this helps. Have a great day!

Hello, 

Yes, the object is called "Click through links with email". See article here: https://customerfx.com/article/creating-a-filter-of-contacts-that-clicked-a-specific-link-in-a-creatio-bulk-email/

Ryan

Ryan, thanks a lot!

An easy way is to just read the data in the process using Read Data elements, then use formulas to place any values in process parameters. Then, in the script task you can just retrieve them using: 

var recipient = Get<string>("MyRecipientParameter");

Basically, retrieve any process parameter using:

var val = Get<type>("TheParameterName");

Also, it's possible to just add a mailbox in the system with the send SMTP values only and uncheck the downloading email option so it's a send only account. See (sorry, very old screenshot, but concept is the same) https://community.creatio.com/questions/office365-oauth-mailbox-synchronisation

Then, with the mailbox added, you can simply use the process Email element and do it all with no code.

Ryan

so do i need to use script task in the business process aswell or do i configure based on Mailjet, since i have 0 clue on how to handle this in creatio, and also what to write in the script task if i am going to use it

Ryan Farley,

so do i use the Send Email process or the script task process to take in parameters, output a to email, get the from email from smtp and build a body and subject through parameters taken from other fields?

Michael Fernando Handoyo,

It's easier to use the "Send email" process element since you can select a mailbox there to be used for sending (and this mailbox should be synced in the Creatio application (and this sync is also needed even if sending an email from the script task)) and also fetch needed values from a record to use them in the email subject or body. See the description of the element here.

Michael Fernando Handoyo,

As Oleg mentioned, typically you'll use the Send email process element. It's very easy to add values into the email body from data. Sending email via code is something I don't often do except for very rare/outlier situations. 

Basically, (1) you'll add the mailbox in Creatio and then (2) Use Send email element in the process and select the mailbox to use for the send. (See links shared by Oleg)

Oleg Drobina,

okay so according to the process this is as far as i was able to do it

and this is also the SMTP server that i am using where do i need to insert the password for it? and do i use the server address as my own gmail address or like Creatio@Gmail.com or was it Creatio@domain.com ? please guide me through this

Michael Fernando Handoyo,

You need to use this article for connecting your Gmail mailbox to the application. Only once the mailbox is synced into the Creatio application you will be able to use this mailbox in the business process "Send email" element.

Formulas are C#. Creatio does have a few built in functions that can be used in formulas, but for the most part, it's a better approach to just think of it as C#. For extracting the month and year from a date, you'd just use C# syntax for Year and Month. For example:

[#SomeDate#].Year

Ryan

Hello,

Yes, it is possible to fetch the conversation history related to a Case through the API. However, the conversation history is not stored directly within the Case module. Instead, this data is maintained in a separate Activity table.

Each entry in the Activity table - such as emails, calls, notes, or messages - is linked to a Case via a foreign key relationship. This means that each activity record includes a reference to the specific Case it belongs to.

To retrieve the conversation history for a particular Case, you will need to use the API to query the Activity table and filter the results based on the Case’s ID. This will return all the related communication entries tied to that Case.

Creatio supports the OData protocol, which enables structured querying through parameters. OData is a standardized, REST-based protocol that allows for the querying and manipulation of data using simple HTTP messages and URIs, enabling seamless integration between data sources and clients.

To filter records, you can use the $filter parameter along with the eq (equals) operator.  For example :

https://mycreatio.com/0/odata/Collection1?$filter=Field2 eq 'Field2Value'

This allows you to request a filtered collection of Activity records where the Case reference matches a specific value.

You can find more detailed guidance in the official Creatio OData API documentation.

Hello,

We have reviewed your request and identified the root cause of the issue: the records in the BulkEmailTarget table are being added bypassing the entity layer, which means the associated business process is not triggered.

At this point, we recommend reconsidering your business requirement and the way it is currently being implemented. 

Regards,
Orkhan

Making a checkbox required would only mean it can be checked (since there's no difference between unchecked and not filled in). Alternative approach is to use a lookup with Yes/No values (since then there is also a not filled in)

Hello Ryan Farley,

What happens is that I have a set of questions with three answer options each, and for each question, only one option needs to be filled out. I have a business rule that marks the boxes as required, but when one of them is selected, it disables the other two and makes them optional. The problem is that once you select a box and uncheck it, the required  disappears, allowing you to save with the three options blank. That's why I want to make the checkboxes required from the configuration.

And the reason for the checkboxes is that I require the checkmarks to appear in the Word report.

Hello,

Adding images to a printable form is possible using basic methods — the key is to correctly drill down and select the right column.

You need to create a table part in report with the required object. After that, add a column as follows:

I hope this helps. All the best!

Hanna Shevchenko,

The images are not visible. Would you please re-add them?

The Freedom UI/new shell mask does not currently support displaying a message. Optionally, you could display a toast message in addition to showing the mask.

It only supports blocking the entire app/shell, not for specific containers only.

Ryan Farley,

Thank you for the information.