Hello,

when you send emails from creatio the sender is always shown at the top of the record (here John Best):

it would make more sense, if the recipients of the emails were shown at this place.

Is that possible?

 

For incoming emails that is fine but for outgoing email it would be better to show the recipients here.

 

BR

Like 0

Like

1 comments

Hello,

 

I've created a logic that will display recipients specified in the "To" field of the email. Here is how it looks like on my end:

To achieve this I've performed the following steps:

 

1) Created a replacing view module in configurations and selected EmailItemSchema as a parent module:

2) Added the following code there (the implementation was created using the email body as an analog):

define("EmailItemSchema", ["BusinessRuleModule", "EmailConstants"], function(BusinessRuleModule, EmailConstants) {
	return {
		entitySchemaName: EmailConstants.entitySchemaName,
		methods: {
			getRecipients: function() {
				var recipientsList = this.get("Recepient");
				return "Recipients: " + recipientsList;
			}
		},
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"name": "RecipientsContainer",
				"parentName": "EmailMessage",
				"propertyName": "items",
				"values": {
					"itemType": Terrasoft.ViewItemType.CONTAINER,
					"items": []
				}
			},
			{
				"operation": "insert",
				"parentName": "RecipientsContainer",
				"propertyName": "items",
				"name": "RecipientsText",
				"values": {
					"itemType": Terrasoft.ViewItemType.LABEL,
					"caption": {bindTo: "getRecipients"},
					"classes": {
						"labelClass": ["message-email-text"]
					},
				}
			},
		]/**SCHEMA_DIFF*/,
		rules: {}
	};
});

3) Refresh the page

 

You can use the example above to develop your own logic if needed.

 

Best regards,

Oscar

Show all comments

Dear mates,

I build a process for new calls but it did not launch when a new call is add into the database:

It looks like my problem:

https://community.creatio.com/questions/open-call-page-after-call

#SR-0898365

Thank you,

Nicolas

Like 0

Like

3 comments

Hello,

 

I've created the process with similar signal. It works fine and the process is launched:

Most likely your created call doesn't satisfy your signal conditions. Try to disable the filter and see if the process launches or make sure the call record satisfies it.

 

Regards,

Dean

Hello Dean,

 

I did.

In my "Appel sortant: enregistrer les données du Lead dans l'appel" process:

I just let the outgoing filter.

 

The record is well add to the object:

But the process has not been launched:

An idea ?

Thank you Dean,

Nicolas

 

Hi Nicolas,

 

The settings seem to be fine and the process should have launched the process. What I suggest is to try is to disable the background execution in the signal settings. If this cannot help - try to re-add the signal completely. If still no success - it is necessary to investigate the trigger on the database level. In this case it is better to  approach the support team. I'm afraid it might necessary to have a closer look to the website, rather than trying to guess the possible solution.

 

Regards,

Dean

Show all comments