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!

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

Is it already set in another Creatio instance ? you can only have one at a time.

Hello,

Please contact the support@creatio.com team.

This is possible, but only from the context of the page itself. I am not sure if it's possible from a sidebar to know anything about the current page loaded elsewhere, maybe with a request handler in a remote module where you can specify the scopes?

As for getting this info within the context of the page, to get the primary data source, you can use: 

const pds = await request.$context.getPrimaryModelName();

With the data source name, you can get the schema for the datasource which will give you the entity/object name, the Id column attribute, and also the primary display value attribute using the following (note, this gets the attribute names, not the values): 

const pds = await request.$context.getPrimaryModelName();
const schema = await request.$context.dataSchemas[pds];
 
const entityName = await schema.name;
const idColumn = await schema.primaryAttributeName;
const nameColumn = await schema.primaryDisplayAttributeName;

Now that you have the attribute names, you can get the values: 

const idValue = await request.$context[idColumn];
const nameValue = await request.$context[nameColumn];
// etc

This sort of thing works great if you have a custom base page type that could be used for many different pages/objects. 

Also, as a FYI, not sure how this is going to change after 8.2.3 since 8.2.3 has a beta feature (not enabled out of the box) that allows a page to have multiple connected data sources. That might break some of this.

Ryan

Hello!

To modify a single record using the "Modify" campaign element, you can follow these steps:

1. Set Up a Condition: Before the "Modify" element, use a condition to filter the participants based on specific criteria. In your case, you can set up a condition to check if the participant clicked on the link in the received email.
2. Use the "Modify" Element: Once the condition is met, you can use the "Modify" element to update the Response column for that specific participant. Ensure that the condition is specific enough to target only the participant of the current event.

FYI Modify data element updates all objects connected to this contact. In your situation, when you update a lead, all the leads associated with the corresponding contact are updated.
More information about the element Modify data can be found in this article. 

By setting up a precise condition, you can ensure that only the desired participant's record is modified. If you need further assistance with setting up the campaign or conditions, feel free to ask!

Regards, 
Anton

Hello, 

To modify a single record using the "Modify" campaign element, you can follow these steps: Set Up a Condition: Before the "Modify" element, use a condition to filter the participants based on specific criteria. In your case, you can set up a condition to check if the participant clicked on the link in the received email. Use the "Modify" Element: Once the condition is met, you can use the "Modify" element to update the Response column for that specific participant. Ensure that the condition is specific enough to target only the participant of the current event. By setting up a precise condition, you can ensure that only the desired participant's record is modified.

Hi colleagues,

thanks a lot for the responses. So, as far as I understood, there is no option to define, what exactly lead should be updated, right? I can define some strict conditions for a campaign participant, whose linked records should be updated, but in any case the system will update _all_ leads linked to this participant (=contact). And there is no option to tell the system to update, for example, only leads from social media (or were created from a particular campaign) and not to update others, right?

Hello,

There is indeed a way to filter the leads within the campaign flow. As shown in below picture, you can define specific conditions using the “Source” condition (or other filtering criteria) throughout the flow before “Modify Data” element.

For instance, you can set up conditions where the system only updates leads coming from certain sources, like “Facebook” or “LinkedIn,” by selecting the appropriate sources in the filtering options. This will prevent the update of all leads and ensure that only those meeting the specified conditions are modified. The use of filtering conditions allows you to restrict this to only the leads from selected sources or campaigns. You would need to set the conditions as required in the flow setup to make sure only the targeted leads get updated. 

Hello, 

below is the instruction to File management API for your referrence: 

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/8.1/back-end-development/api-for-file-management/overview

Thank you for reaching out!

Answer not given here, but apparently inserting "manually" the tags in the text in the same format as the custom macros in Classic UI should work. I will test and let everyone here know if it works as a workaround until it is natively added.

Hello!

The new designer does not yet have the ability to display information with advanced macros as it was in the old designer (first name, etc.).

We are still working on advanced macros implementation in the new email template builder, we believe that this option will be available in the near future.

Please note that the old designer is available for use and you can work with it.

Regards, 
Anton
 

An easy no code way would be to bind the value to a read-only Rich Text control on the page. It will display the HTML as HTML.

Otherwise, you'd have to create your own custom control for it.

Ryan Farley,

Thanks for the suggestion! I am looking for custom control.

Is there any reference or example available to create custom control.

Hello Ajay,

Here is the article that contains the explanation and example of how to create custom control

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/8.1/front-end-development/classic-ui/controls/examples/add-a-control-to-a-record-page

Also inside your custom control implementation you can add HTML value validation and remove any script elements to provide the level of security. 

Hi Iryna,

Is above link, you provided, applied for Freedom UI module?

The information and example for Freedom UI you can find here:

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

This simple example of an IFRAME control could easily be adapted to simple output a div containing the custom HTML instead, plus you'd just bind the column containing the HTML to the control. https://customerfx.com/article/embedding-an-iframe-on-a-creatio-freedom-ui-page/

A full component would likely be a better route, but this simpler option coudl still get the job done.

Ryan

Hi Ryan Farley,

When I bind a value to a read-only Rich Text control on the page, only the raw HTML is displayed and the CSS styles are stripped out.

Creatio does allow you to create your own custom UI components that you can add to the UI and even handle requests, read data, bind properties, etc. Documentation here on creating custom components: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/category/freedom-ui-component

Video tutorial here: https://www.youtube.com/watch?v=CE5uETqTsyQ&list=PLnolcTT5TeE2BMFf_XmJrSwpnbcLCLJkb

A simple approach (with limited capabilities compared to creating a full control) can be seen here: https://customerfx.com/article/embedding-an-iframe-on-a-creatio-freedom-ui-page/ (you could use this approach to render any HTML, not just an IFRAME as the article shows)

Ryan

Hello,

Please reattach your screenshot since its corrupted and cannot be reviewed. In general please make sure your package where the element is developed is not the assembly package and that the product that you are working in is of marketing build (like sales-enterprise-marketing-service-enterprise).

Hi Enjio! How are you? As a quick workaround, you could use "Add Data," element add a record, for example, in a "LogSMS" custom entity, and create a BP that has a trigger on that table and the logic for sending the SMS.