We'd like to hide section records depending on functional roles.
For example we have Employees section created ,there should be just Contacts with data type Employees and to make these possible I have created a business rule.In contacts section should not be visible Contacts with data type Employees when we are in the environment of an Employee.
Please note that to achieve this, you need to set up object permissions for the needed section. You can learn more and find the instructions on that in this article. There you can set up rules by which users or certain roles will be able to see the records.
If a user with contact type employee is a contact with contact type Employee in his environment he should see in the contact section all records with contact type supplier or customer etc but not the records of contact type Employees (because they are visible in Employees section).Is there a way to do that ?(if i go in contact section and uncheck read permission all employees cannot see all records of section contacts not just the records with contact type different from employee type)
In this case, the best way to implement your business task will be with the help of a business process.
The key element would be the [Change access rights] process element. The business process should start with a trigger (a new Contact record created) and grant access permission to the needed users by the criterias you specify. In the article added above you will find the instructions on how to build such a proces.
We'd like to hide section records depending on functional roles.For example we have a Employees section created .In the Contact section should be visible just Contacts with contact type different from Employee.
You can setup the access rights for the records based on the functional roles in "Object permissions" section. Detailed information can be found in this article. However, such access rights would relate to all the records in a section, unless all the needed records are created by a specific user role.
Alternatively, you can use folders in a section to provide access to the needed records only to a specific user role.
We're dealing with a use-case in which our client has multiple email domains- in excess of 10 and want to use multiple email ids (that belong to those domains) while sending out bulk/ trigger emails. Is this possible on Creatio Marketing Cloud and if yes, is there a limit on the number of email domains that can be set up?
As a part of the contact object I have two different types of email communication options a) The Regular OOTB email field and b) newly added 'Communication Option' of type 'email' called "Corporate Email"
How can I specify the system to use the email id in the "Corporate Email" field for bulk emails and for trigger emails and not utilize the value in the OOTB email column while sending out bulk emails or when running marketing campaigns?
How to map the related detail records from the section(root schema) with the external web form using landing page integration.
Example Scenario, When we are trying the create a Lead record using the landing page integration. The web form contains the "List of interested Products/Equipment" which is multi-select. When the user selects the values from the multi-select it should create a record in the Product detail in the Lead section. How do we implement this scenario?
Anastasiia Zhuravel, WordPress auto-updated to 6.2 from 6.1.1 last night and since then, the entries are stuck in my wordpress database and not going into Creatio. I'm using Gravity Forms and I'm not seeing any error message. I also tested another form we use in Drupal 7 and these work fine
We have found a new way to integrate WordPress forms using WP engine version 6.2 and upper. Please take a look at the article below. I hope this solution will be helpful for you.
Yes, it is possible to create an email content block without using MJML code. There are various ways to create email content blocks, such as using HTML code.
Many anti-spam/anti-virus software remove the html comments used by MJML in the body of emails, so emails received by recipients differ from the preview shown by creatio.
Could you please explain in more detail when and why end users have to use an external HTML editor, and what issues you are facing with the current editor you are using? Additionally, I'm interested in learning more about the problems with your markup, so that I can better understand your needs. If possible, please provide me with a detailed description of the situation so that I can provide you with more specific information.
This error could occur due to a missing assembly binding redirect, which means that the application is trying to load a version of the assembly that is not compatible with the version installed on the system.
To troubleshoot this error, you can try the following steps:
Check if there are any missing assembly binding redirects in the web.config file of the application.
Check if there are any conflicting versions of the assembly on the system that could be causing the issue.
If the application is running in an Azure Functions environment, check if the correct version of Azure Functions is being used.
When you are creating an event in a certain service (Google Calendar, for example), there is an option to create a link that adds an event to the google calendar:
If you want a universal link, you would need to generate an .ics file and put a link to it into the email.
You can add such links to the email template and hide them under text, buttons or images.