#bulkemail | Community Creatio

Question

10:39 Dec 03, 2024

Hi community,

We have just received question from client if they can create email template in Creatio for Marketing purposes and if they can lock/secure the content of the email with password or design it in the way that it can't be forwarded.

They are interested in simple solution. Thank you in advance.

2 comments

Antonii Viazovskyi

16:49 Dec 03, 2024

Hello,

Unfortunately, no OOTB functionality allows locking or securing the content of an email. However, we suggest the following alternatives that could address your requirements:

Dynamic Content Rules:
You can configure dynamic content rules within Email Designer. These rules allow you to define conditions for displaying specific blocks of content to different recipient segments. While this does not directly secure the content, it provides controlled visibility based on set criteria.

Link with Validation:
Another option is to send a link within the email that redirects recipients to a secure content page. You can add a password validation mechanism on that page to restrict access to the content.

Additionally, we have created a task for our R&D team to evaluate this functionality and consider adding a feature for securing email content in future releases. Your request to prioritize this task has been linked to this task.

Best regards,
Antonii.

Jelena Bjedov

23:33 Dec 03, 2024

Hi Antonii,

Thank you for the answer and providing possible alternative solutions.

Best regards,

Jelena

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Question

Updating Access Rights of Lookup Records

Mitch Kaschub

02:09 Jan 12, 2021

Object: Response of participant in Bulk email

Is there a good way to limit the options a user see's when applying a filter to a lookup field other than deleting the records you don't want them to see? I imagine it is best to limit the access rights of certain lookup records, but I don't know how to easily do that if the lookup does not have a list page configured.

This is in the Email section of the Marketing module, the audience detail when adding a filter has lots of options, but I only want there to be 8 options.

All of the records that I put "inactive" for the description in the image below, I want to hide from users when they are adding a filter on the response column such as in the image above.

Would a simple business rule in the section wizard work? I am assuming not since this is a detail.

There is no list page, so I don't know how I can get to set up access rights for individual records in the lookup so I can delete all employees access rights. Would I have to manually configure an edit page?

I have the mass access rights update marketplace add-on, however it does not work for lookups I've noticed. There is no option to set up access rights when I select multiple records then open the actions menu.

Thanks!

3 comments

Best reply

Mitch Kaschub

00:04 Jan 22, 2021

Roman Rak,

Nevermind, I believe I figured it out. I updated the object permissions for this object, BulkEmailResponse to allow manage by records access. Then I ran an SQL query in the SQL query concole add-on to pull from the table SysBulkEmailResponseRight and update the RightLevel column from 1 to 0 for the records I want to hide.

Roman Rak

07:44 Jan 12, 2021

Hello Mitch,

Hope you're doing well.

Please check the next Community posts, they should help to perform your business task if I understood it correctly:

https://community.creatio.com/questions/hide-fields-lookup-filter — example on how to hide some of the fields in the filter lookup;
https://community.creatio.com/questions/how-filter-filter — the way to filter the filtration field;
https://community.creatio.com/questions/default-filter-section — it explains how to set default filtering conditions in the Account section by the Category field.

Best regards,

Roman

Mitch Kaschub

22:54 Jan 21, 2021

Roman Rak,

Thanks Roman, however these articles all have to do with hiding columns of an object. I don't want to hide the name column, I simply want to hide records in this lookup I mentioned above. Do you have any other ideas? If I delete these records, is there any concern about restoring them in the future if we decide we want to use the records I've deleted?