Hi Ignacio,

You can pass LeadId and the TemplateId as process parameters (create two Guid parameters in the process settings). Then you can use the "Read data" element and read specific columns of the lead record (use the LeadId parameter in the "Read data" filtration to get the value for needed columns). Then you can create additional text parameters and pass the read column values to them (using formulas for example). The same approach is for the "Email template" object and TemplateId parameter (you need to get the template body, so you need to read it in the "Read data" process element). And finally you can use string interpolation (or String.Replace method) in the script task to replace macroses (macorses, not their values, like [#UsrSomeColumn#], it's passed in the template body) with the actual values read from the "Lead" object using the "Read data" element (the ones that we wrote to the process parameters). To get process parameters values in the script task you need to use Get<string>("ParameterCode") (see more examples here) construction in the script task, then you can use String.Replace in the following manner:

string UsrStringParameterValueToUse = Get<string>("UsrStringParameterValue");
string EmailTemplateBody = Get<string>("UsrEmailTemplateBodyParamter");
EmailTemplateBody= EmailTemplateBody.Replace("[#UsrSomeColumn#]", UsrStringParameterValueToUse);

And then you can return EmailTemplateBody to some another string parameter value using Set<string> command and as a result you will get the result needed.

Thank you for your response Oleg!

Right, that would be the "manual" approach. I was hoping I could reuse the same service that is being used when creating an email from a template. For example, I can use a ReportService to generate a printable inside a business process. I was hoping that we have in Creatio something like "EmailService" that processes an email template and returns the generated text.

Pavel Shkomov,

You need to use the script-task to send the email from the code directly. Please see this Academy article that describes how to form and send the email from the code (this article also have examples of implementations, please use the "Examples" tab at the top of the article).

Ignacio Alvarez,

there is another approach:

var macrosHelperClassFactory = ClassFactory.Get<MacrosHelperV2>(new ConstructorArgument("userConnection", UserConnection));
 
string emailTemplateCode = Get<string>("ResultEmailTemplatePlain");
string templateEntityName = Get<string>("ContactEntityName");
Guid templateEntityId = Get<Guid>("ContactRecordId");
 
var replacementResult = macrosHelperClassFactory.GetTextTemplate(emailTemplateCode, templateEntityName, templateEntityId);
Set<string>("ResultEmailTemplateHTML", replacementResult);
return true;

There should be also the following parameter values:

1) the code is ContactEntityName - Text (50 characters) data type ("Contact" value by default) - represents the object from which data for macros is selected

2) the code is ContactRecordId - Unique identifier data type - represents the record Id to get data for macroses

3) the code is ResultEmailTemplateHTML - Unlimited length text data type - contains the template with filled macroses

4) the code is ResultEmailTemplatePlain - Unlimited length text data type - contains the template without filled macroses

Also you need to add the following namespaces to the process usings:

Terrasoft.Configuration.Utils

Terrasoft.Core.Factories

You need to use the "Read data" process element and read specific email template (the object is "Message template") and you need only the "Body" column value. Then the read body of the template should be passed to the "ResultEmailTemplatePlain" parameter using the "Formula" process element.

As a result of the script-task process element you will get the formed email template body with filled macroses in the ResultEmailTemplateHTML parameter that can be then displayed for example using the autogenerated page.

Hi Chani,

This error means that either the .Net Framework version in your server where the app is hosted is not 4.7.2 and higher or .Net Core version is not 3.1.301 and higher. Also you need to double-check that all the required components were enabled in the IIS settings.

Best regards,

Oscar

Hello Petrika,

Thank you for your question!

You can read more on this here:

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

Kind regards,

Anastasiia

Anastasiia Lazurenko,

Thank you Anastasia for your quick reply. But this is a different approach. I am not asking about the Script Task, but about the User Task.Because i want to use my logic in different bussiness processes.

Dear Petrika,

This logic is still the same. Please refer to the screenshots below:

Kind regards,

Anastasiia

Hi Chani,

Here is a working example of two cases: set the string parameter value from the process that reads the collection and also modify contacts massively in the script task based on the received collection.

Here is the screenshot of the main process:

and the screenshot of the sub-process:

The idea of the sub-process is to read the collection of 4 records and their emails, Ids and Names if to be more specific. Then the read values are passed to the main process as a collection and go to the main process parameters (see that the "OutputParameters" parameter has the value of "[#SubProcess that will read all the needed data from Contacts 1.OutputRecordCollection#]").

The script task itself calls the ProcessContactNames method that is specified in the main process "Methods" tab:

The listing of the code is below:

public void ProcessContactNames() {
	string result = "";
	var contactsList = Get<ICompositeObjectList<ICompositeObject>>("OutputParameters");
	foreach (ICompositeObject item in contactsList) {
				item.TryGetValue<string>("FullNameParameter", out string ContactName);
				item.TryGetValue<string>("EmailParameter", out string ContactEmail);
				item.TryGetValue<Guid>("IdParameter", out Guid ContactId);
				result = result + " " + ContactName + " " + ContactEmail + ", ";
				ContactName = "Oscar Dylan from process";
					var contactSchema = UserConnection.EntitySchemaManager.GetInstanceByName("Contact");
					var entity = contactSchema.CreateEntity(UserConnection);
						entity.FetchFromDB("Id", ContactId);
						entity.SetColumnValue("Name", ContactName);
						entity.Save();
			}
Set<string>("StringParameter", result);
}

Also add the following usings to your main process:

System.Data
System.Security
Terrasoft.Configuration

The idea here is to pass the collection of records from the "OutputParameters" main process parameter, process each record in the foreach cycle, compose the result string that then will be displayed on the autogenerated page to check if the process worked and also find each contact by its Id that was passed from the collection and set the name column value for each contact as "Oscar Dylan from process".

As a result the process worked perfectly:

and contact names were modified:

Please analyze the process and use the same approach on your side.

Best regards,

Oscar

Oscar Dylan,

Thank you. 

Will try that.

Hello,

I don't see anywhere in the code where you're saving the updates made to the entity in recordToUpd. Try adding the following to have it save the values in the database:

recordToUpd.UpdateInDB();

Ryan

Hello Federica,



Yes, try to add the method that Ryan recommended you. It will help to resolve the issue.



Best Regards,

Tetiana

Hi Ryan,

The problem is to access and filter records in the db.

That part of the script ain't working.

Hi Tetiana Bakai,

The main issue atm lays in the filtering and db-access part.

Problem solved by moving the code block inside of a function called in the method that loops through the collection. 

By the way, if there is a list of data type matches for decimal values (as I understood, float does not match all of them), I would really appreciate a link.

Кстати, если существует список соответствий типов данных для дробных значений (как я понял, float подходит не для всех), я был бы очень благодарен за ссылку.

Я нашёл необходимый тип данных, им оказался decimal. Вопрос можно закрыть

Вот ссылка на перечнь соответствующих типов:

Элемент процесса [Задание-сценарий] | Creatio Academy (terrasoft.ru)

I've found the necessary data type, it turned out to be decimal.

Above there is a link to a list of data type matches

Hi Anupama, 





 

One of the ways to create a loop in your process to work with the collection of records is  to create a sub-process and pass the collection into the subprocess. 

You can refer to the example below and create the process you need: 

Signal "Contact Added" element: 

Read Data "Read Contact" element:

For the sub-process, you would need to specify the [Parameters] of it:

And make a filter of the element within the sub-process based on the ID:

And finally, you would need to specify this parameter in the parent Business Process:

You may also find these academy Articles useful:

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

https://academy.creatio.com/docs/user/bpm_tools/bpm_process_examples/us…

Hope this helps!

Thank you!

Regards,

Yurii

Danyil 

Thanks Yurii Sokil for the detailed instruction and the sequential  Execution Mode is something I haven't tried it before. Would definitely try that.

In between I tried another approach where-in at the entry point where the Signal action is placed, I unchecked the option of "Run following elements in the background". With this, until the process is completed, I was able to read the required values and add/edit/delete multiple records.

Hi Raz, 

In fact, an array will work almost the same as a collection, so it doesn't make any sense to pass array into collection, but in this case you need to read this json data and then pass it through the collection for your further actions.

Please check out some practical examples of how to read and update data in script task: 

https://community.creatio.com/questions/use-script-task-update-column-r…

https://community.creatio.com/questions/use-collection-parameter-script…

https://community.creatio.com/articles/solved-code-how-send-http-post-r…

Regards, 

Bogdan L.

string name = string.Empty;
string email = string.Empty;
Guid RecordId = Guid.Empty;
 
/**
 * This approach should not be used in production
 * Please create process parameters and set values with standard tools (i.e. Formula)
 * ReadDataUserTask1 is the Code of "Read One Contact" element
 */
var re = context.Process.FindFlowElementByName("ReadDataUserTask1").GetPropertyValue("ResultEntity");
 
if (re.TryGetPropertyValue("Email", out object _email))
{
	email = _email.ToString();
}
 
if (re.TryGetPropertyValue("Name", out object _name))
{
	name = _name.ToString();
}
 
if (re.TryGetPropertyValue("Id", out object _id))
{
	if(Guid.TryParse(_id.ToString(), out Guid Id))
	{
		RecordId = Id;
	}
}
 
//Set values to process parameters
Set<string>("Name", name);
Set<string>("Email", email);
Set<Guid>("RecordId", RecordId);
 
return true;

Kirill Krylov CPA,

Hi Kirill,

I don't understand you code.

So if shouldn't use this code in production.

what should I do?

I don't manage to get the values from ResultEntry.

Thanks,

Raz

Kirill Krylov CPA,

Your code is exactly what I need if I don't want to use "get a set of records" and if I don't what to use the "Formula" process element.

Why not to use it in production?