Email_attachements | Community Creatio

Question

08:34 Dec 06, 2023

Hi,

Quick question, does the new feature to be released in 8.1.1 "Attachment search. You can now search for attachments in the Freedom UI component by name using global search. Creatio indexes attachment names automatically." also search in email attachements (when someone annexes an excel or word, etc..)

Thanks,

Damien

1 comments

Best reply

Pavlo Sokil

12:30 Dec 14, 2023

Hello,

It's important to note that activities are not indexed in the global search. Consequently, searching for such attachments won't be possible in the global search.

The issue stems from the fact that even if you enable the option in the section wizard, indexation will not work for the "Activities" section.

The complexity arises because activities encompass more than just tasks visible in the section; they also include emails and calls. The Global Search mechanism is currently unable to process these entities given the application's configuration.

I've already communicated your request to our Research and Development team. They have a task to address this issue in a future application release.

Thank you for reaching out.

Pavlo Sokil

12:30 Dec 14, 2023

Hello,

It's important to note that activities are not indexed in the global search. Consequently, searching for such attachments won't be possible in the global search.

The issue stems from the fact that even if you enable the option in the section wizard, indexation will not work for the "Activities" section.

I've already communicated your request to our Research and Development team. They have a task to address this issue in a future application release.

Thank you for reaching out.

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Question

Bulk email with attachment

Yosef

18:55 Apr 27, 2021

Dear community,

Is it possible to add attachments to bulk emails?

If so, what's the correct way of doing this?

Any links or documentation is appreciated.

Kind regards,

Yosef

1 comments

Best reply

Bogdan

19:56 Apr 27, 2021

Hello Yosef,

Bulk/trigger emails are not supposed to have files attached to them since the email provider can reject sending this email. The only way to have a file (for example pdf file) being attached to an email if it is a trigger/bulk email - is to put this file as a link to a body of an email. Your file should be stored in some public storage that can be accessed by anyone and the link to it will be like this https://test_storage_system/$File/TestSheet.pdf. But if you put this link to the body of an email - recipients will get an error when opening it. So you need to use the OpenElement parameter at the end and make the link look like this

https://test_storage_system/$File/TestSheet.pdf?OpenElement. As a result, users will see opened pdf documents (which they can download after that) that can be accessed from your bulk/trigger email.

Best regards,

Bogdan Sukhovoi

Bogdan

19:56 Apr 27, 2021

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Question

attachments

Email_attachements

#sendemailelement

Send Email with Attachment Error

Raz Guille Rosman

08:49 Mar 11, 2021

Hi,

I'm working with the "Send Email with Attachment" element from the marketplace and I'm getting a strange error.

Terrasoft.Common.InvalidObjectStateException: Property "Recipient1" is missing in type "EmailTemplateUserTask".

at Terrasoft.Common.ReflectionUtilities.GetPropertyDescriptor(Object source, String propertyName)

at Terrasoft.Core.Process.ProcessActivity.GetParameterValue(ProcessSchemaParameter parameter)

at Terrasoft.Core.Process.Configuration.EmailTemplateUserTask.GetEmailAddresses(String parameterNamePrefix)

at Terrasoft.Core.Process.Configuration.BaseProcessEmailMessageProvider.CreateEmailMessage()

at Terrasoft.Core.Process.Configuration.BaseProcessEmailMessageProvider.GetEmailMessage()

at Terrasoft.Core.Process.Configuration.GlbSendEmailAttachUserTask.InternalExecute(ProcessExecutingContext context)

at Terrasoft.Core.Process.ProcessActivity.ExecuteElement(ProcessExecutingContext context)

at Terrasoft.Core.Process.ProcessActivity.ExecuteItem(ProcessExecutingContext context)

at Terrasoft.Core.Process.ProcessFlowElement.Execute(ProcessExecutingContext context)

The strange thing is that all the element's fields are filled in.

Furthermore, It's a process I copied from a working process with this element.

I also tried deleting the element, but the issue presists.

Looking forward to having an advice on this issue.

Thanks,

Raz

4 comments

Best reply

Ivan Leontiev

17:35 Jul 30, 2021

Hello Jelena,

You can now send emails with attachments out of the box using 'Process file' and 'Send email' process elements.

Angela Reyes

09:32 Mar 11, 2021

Dear Raz,

Try to check the process by enabling trace and checking it in the executed process. Also, you can switch automatic sending to manual and check the recipient field in a created email.

Best regards,

Angela

Raz Guille Rosman

10:43 Mar 12, 2021

Angela Reyes,

Thank you

I'll check that

Jelena Bjedov

14:36 Jul 15, 2021

Hello Creatio team,

I've just tried to install add-on in Creatio 7.18.1 version (full-bundle) and I am getting below error when I try to use this element in the business process.