Hi All,
 
I am trying to apply quick filter in the contact section under "All Email" Tab such that is should show all the mails related to the current user 
 
Below is the handler code:
 
	handlers: /**SCHEMA_HANDLERS*/[
	{
		request: "crt.LoadDataRequest",
		handler: async (request, next) => {
	/*if (request.dataSourceName === "ByOwnerQuickFilterInTimeline_ComboBox_List_DS") 
		{
		  const userId = Terrasoft.SysValue.CURRENT_USER.value;
		  console.log(userId);
		  //Create a filter to match the owner field with the current user's ID
			const filter = new sdk.FilterGroup();
			await filter.addExistsFilter("[SysAdminUnit:Contact:Id].Id");
		   //workaround for filters
			const newFilter = Object.assign({}, filter);
			newFilter.items = filter.items;
			request.parameters.push({
						type: "filter",
						value: newFilter
					    });
			console.log("testing");
			request.$context.attributes.ByOwnerQuickFilterInTimeline_Value[0] = [
 					 {
    				checkedState: true,
    				displayValue: "Lori Espinoza",
    				value: "ccb53f93-d5ab-4121-8598-63a8a694eeb"
  					}
					];
 
				console.log("Test");
				return await next?.handle(request);
			}
	}
		
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Hello,

 

Currently there is no tool to set the default filter in the Freedom UI Timeline component, but our R&D team has a task for implementing this functionality in one of the future application releases. Thank you for reporting this to us and helping us in making the app better!

Oleg Drobina,

 

I know this is only a couple of months on, but is there any expectation of this being possible in the near future? A couple of our clients have asked after this, and I was quite surprised it wasn't possible.

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Hi, is there a way to set a "Reply To' parameter for an Email?

"Senders Email" is configurable via macros in the Header of the Email template.  

Need the same capability for "Reply To", so when the Client responds to the Email, it is directed to the person specified in the Reply To parameter (not to the senders email address).

Thanks, Raoul.

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Dear Raoul,

 

Unfortunately, there is no option to configure the "Reply To" parameter with macros. 

 

I will create an idea for future implementation of this functionality.

 

Have a nice day!

Alina

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HOW TO GET DATA FROM EMAIL BODY 

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Hello,



All the information you need is stored in the Activity object, Body column. From there you can retrieve the information you require.

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Hi community,

has anyone had the experience of connecting Creatio with a QR code tool to handle events, for use cases such as:

  • add QR code to email confirmation that can be used for different purposes:
    • Use QR code at the day of the event to register attendance at the event, but also subtrack at the event
    • Use QR code for cross promotions post event

The idea is to enrich the event management part of Creatio to be more complete, useful and interactive with more potential. There's a lot that can be done already with marketing automation, forms and facebookleads/linkedleads, but our clients want to bring the experience to the next level on the day of the event, to be even more digital.



Thanks for anyone pitching in.



Damien

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Hello,

 

Thank you for your Idea, we have registered it for our R&D team and such functionality may appear in future releases.

Hi Damien



I think you can do event tracking using a combination of Creatio anonymous web service and QR Code generation.

You can generate a QR Code image for each attendee using our QR Code Addon (https://marketplace.creatio.com/app/experceo-qr-code-generator-creatio) to create a link with the attendee ID to a Creatio web service to track the attendance.



If you're open to using a third-party tool, you can use a Jotform Event Management Application (https://www.jotform.com/app-templates/event-management-app) to manage the registrations and integrate it with Creatio using our Jotform Connector (https://marketplace.creatio.com/app/experceo-jotform-connector-creatio).



Hope this helps!



Thank you

Mohamed

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Hi,



It seems that Creatio Marketing email size is limited to 5mb.



Is there a way to change the acceptable limit size in the system parameters, or is this limit set by the ESPs (ElasticEmail or Sendgrid) ?



Cheers,



Damien

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Hello,



Unfortunately, there is no workaround with the 5MB limit, since it is a restriction from the ESPs side.



It is a general recommendation to optimize size of your bulk email attachments.

Hi,

 

we asked the ESP ElasticEmail, according to them, our limit is at 10mb.

Is there a technical reason why in Creatio it is 5mb ?

Cheers,



Damien

Damien Collot,

 

Thank you for the information. We will pass it on to our R&D team.

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Hi!

 

I am currently working on a functionality that overrides and defines what needs to happen when clicking a button on a detail.

 

This means I am working on a "Source Code" type of file within the configuration, so only C# code involved.

 

I have some trouble debugging the code to see what's wrong besides this message that pops up:

 

I haven't found any debugging tips specifically for this type of "file"/task and I would like to display message boxes with values of variables and so on, just like the one above.

 

I know there is a way to achieve this using business processes and JS code inside the client module, but I haven't found any solution to programatically display this using C# code.

 

Can someone refer me to the class/library where this is located exactly?

 

Thanks,

Laurentiu

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Hello Laurentiu,

 

C# cannot be used to display the popup directly. What can be done is send a websocket message to the client side and display the popup when a websocket message is received. Like described here, but in the onNewMessage method you need to call this.showInformationDialog method (just check how it's called out-of-the-box) and pass the message to it.

If this is a local system you can use debugging with your C# code, see https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

If this is a cloud system, sending messages to the UI to display a message box isn't the best route since the message boxes aren't blocking, meaning if your code sends 3 messages, only the last one will show in the message box, plus it means you have to add client-side code to receive the message and display it. 

It would be far better to just create a lookup object to write your debug messages to, then you just check the lookup to see the messages. 

Ryan

Ryan Farley,

Do you have an example how to write into a lookup  object please ?

You can write to any object using the following: 

var schema = UserConnection.EntitySchemaManager.GetInstanceByName("AccountType");
var entity = schema.CreateEntity(UserConnection)
entity.SetDefColumnValues();
entity.SetColumnValue("Name", "Some new type");
entity.Save();

 

However, for debugging, even better than writing to an object would be to use logging, see https://customerfx.com/article/logging-information-and-errors-in-creatio-c-code-and-viewing-from-cloud-hosted-systems/

Ryan

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Greetings, I was wondering if there was a way to apply a filter to an audience in a bulk email that only applies those who didn't click a link in a particular email. For example, we have Bulk Email A that launched last quarter. We want to send Bulk Email B, but only to those who did not click on a link within Bulk Email A. I know campaigns have this logic, but does it exist in bulk email launches? Thanks in advance.



Lucas

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Best reply

Hello!



Here's an example of such a filter:







Best regards,

Anton

Hello!



Here's an example of such a filter:







Best regards,

Anton

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If you save message template blocks in either user templates and/or bulk messages, and you need to change a saved block, the changes do not automatically cascade down the templates that use that block. You have to manually open each item and drag and drop the new block into place and delete the old one. This can get extensive when you have 100s of templated messages in use. There should be a save and save as option, where save overwrites the existing block and cascades the changes to any template that currently uses it. 

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That would save soooo much time ! (= massive added value)

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Hello,

Is it possible to add an attachment to an email within a campaign?

I know it's possible to do it within a business process, but I want to utilize the marketing campaign features.

Have any of you accomplished this in Creatio?

Thanks.

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Hello,

 

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 the 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.

Hello,

 

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 the 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.

Bogdan,

Hello thank you for your reply. I'll find a way to generate a link of my file and use it within a bulk email

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Hello,

 

Can I get Marketing Creatio training videos in Russian? 

 

Thanks in advance. 

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Hi!

 

We currently do not have Russian video materials ready. Thank you for bringing up the idea!

 

We will take it into consideration.

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