Hello all, 

I'm wondering if Creatio stores somewhere a specific link which bulk email participant has clicked on? I see the general response Clicked but can't find the specific url has been clicked.  

 

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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

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Hi All, I am trying to create a simple business process to add a new record in my custom object (EMAIL KPI) as soon as a record is inserted in BulkEmailTarget (Response in Email) object. I have used signal (record added) in BulkEmailTarget (Response in Email) to create such a business process; but the process is not triggered when a new record is added to the BulkEmailTarget object. What am I missing here?Thank you

 

 

 

 

 

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Hello,

I hope all is well.

I am encountering issues with setting my sender domain for adding my corporate domain to the bulk email settings page. For some reason it is saying that the domain exists in another sub account. I did not do this setup before in this Creatio instance, so I am unsure why I am getting this issue. 

 

Any help would be greatly appreciated. I attached an image of the error for your reference.

If the error message is not visible from the image, I am pasting it here:

 There was an error while adding domain: Unable to set sender domain: [Domain]. Message: This domain is associated with another Sub-Account (" [Sub Account ID] ") and cannot be added to this Sub-Account. If you need this domain to be associated with more than one Sub-Account you need to remove it from the Sub-Account and add it to the main Account. Main Account domains are always available to all Sub-Accounts.

error_message_image

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

Hello,

Please contact the support@creatio.com team.

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Hi Community,

I'm trying to identify the ObjectName (schema name) and the RecordId of a form page that is currently open in Creatio (Freedom UI), using the context data available (as shown in the attachment). Is there a recommended way to retrieve this information through code or the browser console?

What’s the best way to access this data from within the button click handler?

Reference Screenshot

Thanks in advance!

Ajay K

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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

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Hi community,

Is there any way how to modify only one record with help of "Modify" campaign's element?

For example, I've executed a campaign for event participants and want to change Response column if a participant clicked on a link in received email. But I want to change only a participant of the current event, not all. How can I arrange that?

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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.

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Hi community,

I have a lead form with an option of uploading of a file. How can I transfer the uploaded file to a Lead record (or record of another object) in Creatio with help of Creatio API? 

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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!

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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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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
 

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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.

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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