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

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

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

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?

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?

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)

Hello community!

I need an advice is there any solution (in Creatio itself or as third-party toolin Marketplace) for the following:

We have several regional marketing teams working in one instance. And while visibility of Contact records is bounded to regional contacts for each team, we have the one total amount of marketing contact licences for all teams. Can we split that total number of licences somehow between teams? It would help to balance the licences consumption, if one regional team will consume all licences allocated to it, other licences will remain available for other regional teams.

If there aren't any ready-made solutions, how can one achive that goal in the shortest way with help of custom development?  

Hello Creatio Community,

    I want to display Contact List in a dropdown. The Contacts should be dynamically filtered based on the Account selected in another dropdown on the same page, As Shown in below Image.

Requirement:
    When the user selects a particular Account, the Contact dropdown should update to display only the Contacts associated with that Account. Both fields Account and Contact are linked to Custom object in Creatio.

Questions:
1. How can I dynamically filter the Contacts dropdown based on the selected Account?
2. Are there specific methods or best practices in Creatio Freedom UI for implementing such a dependency?

Thanks & Regards,

Ajay Kuthe.

Hello, community

The question regarding campaings running context: when a particular user starts a campaign, will it be executed in his|her role (rights) context, or it will be executed in the context of a some kind of system account (with full set of rights)?

I'm interesting in could the following situation appear: user had set up filter for the campaign audience, but after starting of the campaign more contacts were added in it (even those who are unavailable for the user)  due to extended rights of an account in which context the  campaign was started. 

Hello

We faced with situation when a user having access to all contact records can include all of them into one campaign (with no intention but due to mistake in a filter). Does Creatio have any capability to limit number of participants in one campaign? Because such mistakes can lead to unplanned licenses spending. 

Of course some time it could be done by correction in visibility of Contact records, but are there any alternative ways? May be some kind of approvals in cases when numebr of contacts strats to exceed some values, or maybe it could be done with some system's configurations?