Hi, 

Has anyone been able to use "custom" merge tags in the new email designer ?

There's the base list (mainly focused on the manager, which is not very useful for outbound marketing emails....) : 


 



But when I try to add other types of merge tags, I only get a non-editable "sample merge tag": 



Anyone managed to make it work (tried both on 8.2.2 and 8.2.3 demo) ?
 

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Hello Community,

I need to store a snippet of HTML code (e.g., a button or formatted content) into a field of an object (e.g., a text or string field). Later, I want to render this HTML dynamically on a page at runtime.

What’s the best way to store the HTML safely and then render it so that it's interpreted as actual HTML (not plain text) in the UI?
Are there any security or encoding considerations I should keep in mind?

Thanks in advance!

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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

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Hi Community,

I'm working with Creatio Freedom UI and I need to embed a custom HTML layout along with some JavaScript logic (e.g., loading an external widget) into a page.

I’m looking for a proper way to add both:

  • Custom HTML code,

    .......

    </head>
    <body>
        <div style="width: 100%;">
            <div id="xyz1"></div>
            <div id="xyz2">
                <div style="width: 100%;">
                    <div id="queryBox" style="width: 100%;"></div>
                </div>
            <div  id="xyz3"></div>
            </div>
        </div>
    </body>
    </html>

  • External or inline JavaScript code (e.g., via <script> tags)

I've tried using custom components and inserting HTML using JavaScript (e.g., innerHTML), but I'm unsure if this is the recommended approach or if there's a native method provided by Creatio.

Could someone please guide me on:

  • The best practice for injecting HTML/JS into Freedom UI pages
  • Whether I can safely reference external JS/CSS (like from a CDN)
  • Any Creatio-supported way to dynamically render and control such elements

Thanks in advance! 
Any documentation links or working examples would be really helpful.

Regards,

Ajay Kuthe

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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

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

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Hello, 

We are trying to Implement a custom campaing element, SMS. 
We are following instructions from this website  : https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/8.1/platform-customization/classic-ui/marketing-campaigns-basics/examples/implement-a-campaign-element#title-1455-3
We are facing a issue.
We created a test package named FZCreateCampaignElement which depends on our package FZCustomer360. Other package FZCustomer360 depends on : CrtBaseFinserv,
CrtBulkEmailInC360 ,CrtCampaignElements ,CrtCampaignInC360,CrtCampaignUtils,CrtContactToLeadInC360,CrtCustomer360App,CrtDigitalAdsInC360,CrtEngagementInC360,CrtEventInC360,CrtFinservSalesAndServiceApp,CrtLeadOppMgmtInC360,CrtOpportunityInC360,CrtSLAInC360,MarketingCampaign

Successfully we did this steps : 

1. Create a marketing campaign element
2. Create a property panel for the campaign element
3. Add the element to the element area of the Campaign Designer

At step 4 when (4. Create an executable element for the campaign element ) we created   executable element, we could not publish it since the class CampaignFlowElement could not be inherited.


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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.

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Good morning,

 

I’ve added a dashboard widget using Freedom UI 8.1/8.2 that displays Total Charges for the current month from the Case object. I’d like to enhance the widget so it can accept parameters such as month and year, allowing users to select a specific time period to view.

From what I’ve seen on Creatio Academy (https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…)  , it looks like this kind of functionality is possible in the classic UI. Is it also possible to do this in Freedom UI?

 

 

 

Regards, 

Michael

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You can add a QuickFilter component and set it as a date. Then, you can tie that to the metric using the "Apply pre-configured filter" and select the QuickFilter. Then the metric will change based on what date the user selects in the QuickFilter

Ryan

You can add a QuickFilter component and set it as a date. Then, you can tie that to the metric using the "Apply pre-configured filter" and select the QuickFilter. Then the metric will change based on what date the user selects in the QuickFilter

Ryan

Ryan Farley,

 Ryan, I'll give it a look. Thanks for the quick reply. 

Hi Ryan,

Do you know which version of the software includes the "apply per-configured" option for charts? I'm currently running version 8.2.0.4172 and don't see that setting in the chart configuration.

Michael Lim,

It does exist in that version. For a chart (not a metric) you click into the series and it’s there, since filters apply to each series individually 

Ryan

Ryan Farley,

Thanks again Ryan. You are very helpful

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Hi,

I am setting up automatic case registration through email. I have configured my mailbox and added it to the lookup "List of mailboxes for case registration." However, when I send an email to the configured address, only an activity is created—no case record is generated.

I also logged the "Incoming email registration process" business processes script task, and I noticed that the caseId is returning as 00000000-0000-0000-0000-000000000000.

Are there any additional features, system settings, or lookups that I need to configure for this to work properly?
I have shared a screenshot showing how the Activity appears in my communication panel.
 However, it is not being registered as a Case.
Could you suggest a solution for this?

Regards,
Mahalaxmi Ganesan

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Hi team,

I have identified the issue. It was caused by the lookup 'Blacklist of email addresses and domains for case registration', where certain domains or email addresses get blacklisted under specific conditions. If you encounter a similar issue, be sure to check this lookup.

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Hi all, 

Have anyone found a way to save blocs in the new 8.2.1 email designer to make them reusable in other emails ?

Thanks, 

Damien

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Not possible yet - or using templates 👎🏻 IMO there are too many things missing for us to justify using it over the classic email designer for now.

Not possible yet - or using templates 👎🏻 IMO there are too many things missing for us to justify using it over the classic email designer for now.

The new email designer does not allow copying, I have created a business process to handle this function.

I use the new email designer because it does not use html comments to make the content of the email responsive.
The html comments are deleted by some anti-spam software and the email loses its correct layout.

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i have my email templates like this

but after i testing send the email, the templates become like this from inbox

it becomes stacked like this
what i do wrong?

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Good day!
 

The thing is that all mail providers have their own rules and styles of displaying templates, so they can adapt them differently. Unfortunately, no template can look exactly the same in all mailers. 

Regarding your problem, you can add a section and columns to the template in place of pictures, this will keep the location of pictures and prevent them from being moved to a new line. You can find an example below in the picture, it should help. 

 

 

Regards,
Anton

hello Anton Starikov, thanks for your answer but in my view the picture you give doesnt show maybe you can resend it? below is the picture you share in my view

 

hello any suggestion i already using section and column like this

best Regards,
Ghifari

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Hello community!

 

Is there any way to integrate MS Teams registration forms and Creatio for obtaining participants' data directly in Creation without export-import? Might be some kind of application on Marketplace or well-known option of no-code development?

 

 

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Hello,

There is a marketplace add-on you might be interested in:
https://marketplace.creatio.com/app/microsoft-teams-connector-creatio

Best regards,
Ivan

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Hello community,

 

Is there any way how to check what happened with test emails? 

 

I'm wondering because I have a strange situation when for one template I successfully receive message while for another I don't. And my intention is to somehow check whether test email was actually sent or it wasn't due to, in particular, some internal errors in template (I imported the template as a html code, maybe there are some invalid tags that doesn't allow to create message properly)

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Hello,

Unfortunately, there is currently no way to check if a test email has been sent. We have created a task to review this logic and improve it in the next releases.

Best regards,
Antonii.

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