Hi, Mitch

This add-on was removed from Creatio Marketplace since it is no longer supported by the developer.

We indeed published two new Outlook add-ons in the meantime. If you are interested in their functionality, you can request a live demo.

Ivan Leontiev,

What are the two new Outlook add-ons? Just to confirm, are you referring to the Kewl Outlook Connector and bglobal Outlook add-on?

Hello,

If you need to send emails based on the recipient's language, try to add localization to the email template. More info can be found here:

https://academy.creatio.com/docs/user/platform_basics/communications/wo…

Regards,

Dean

Dean Parrett,

Thanks Dean, but what I need is to create a user task (activity) connected to case resolution, and its title is the localizable text business parameter I need to create. I have been through lots of academy stuff, but it is not clear to me how to create a localizable text business process parameter.

any clue ?

Hi Ricardo,

Do you need to read the case resolution description submitted by a user and use it in the activity, let's say, put it into the activity subject but in different language? 

Regards,

Dean

Dear Mitch, 



There are a few ways of getting subscribed to the case feed:

- If the user creates a record;

- If the user posts a message to the feed;

- If the user set as assignee to the case. 

- If the user subscribed to follow the feed manually in the action panel; 



This information will be added to our academy soon. 



Kind regards,

Roman

Roman Brown,

Thank you Roman. That is what I was looking for.

Hello Mitch,

Unfortunately, it is not possible to send the email to a specific group of contacts simultaneously without adding them one-by-one as To, CC, BCC of the email manually using standard application tools. The task to implement this functionality is already registered for our R&D team. I will assign your request to this project in order to increase its priority. 

Please, let us know in case any further information is required. 

Best regards, 

Olga. 

Hello Mitch,

It's not possible using the standard application configuration since the "To" column select records from the "VwRecepientEmail" table that has no connection to the "EmailTemplate" table. Theoretically it can be done, but it requires some modifications:

1) You need to create a separate object that will connect contacts and email templates

2) Override the getLookupConfig method from the base EmailPageV2 or create a filter group function for the "Recepient" column (by adding lookupListConfig parameter for the "Recepient" column)

Best regards,

Oscar

Hello Mitch,

You need to test two following scenarios:

1) Create a lookupListConfig parameter for the "Recepient" attribute (should be created additionally) on the replaced EmailPageV2, creating a Terrasoft.FilterGroup in the parameter and specifying filtering conditions.

2)  Replace the getLookupConfig method from the base EmailPageV2 and override it in case the columnName is "Recepient".

One of these two approaches should work.

Best regards,

Oscar

Oscar Dylan,

Thanks for the insight.



I see these two business process are responsible for sending an email.

STEP 1 :  When a new case is created BP - Incoming email registration process : Triggered to send a notification to User 

STEP 2 : When the status of the case is modified/updated BP - Send email to contact on case status change, is triggered and this is linked to another Sub-Process BP - Send email to case contact.

I see that the reply is sent to all the recipients and I want reply email should be sent only to the sender (Who raised the request)

i.e., only for TO recipients and not for CC recipients

Hello Bhoonalan, 

Please enable Features CasesOnlyRespondToSender  and SendOnlyToContactEmail .  For MSSQL, use following script:

 

DECLARE @featureCode varchar(max) = 'Feature code',

 @featureId uniqueidentifier;

set @featureId = (select top 1 Id from Feature where Code = @featureCode);

IF @featureId is null

BEGIN

 insert into Feature

  (Name, Code)

 values

  (@featureCode, @featureCode);

 set @featureId = (select top 1 Id from Feature where Code = @featureCode);

END;

delete from AdminUnitFeatureState where FeatureId = @featureId;

insert into AdminUnitFeatureState

 (SysAdminUnitId, FeatureState, FeatureId)

values

 ('A29A3BA5-4B0D-DE11-9A51-005056C00008', 1, @featureId);

This script enables the feature , or creates the feature if it's not created on your instance 

Also, please enable sysSetting AutoNotifyOnlyContact.

Best Regards,

Yurii.

One workaround is to edit the 

VwRecepientEmail by adding the account name to the Contact Name field.

This way the user can search by account using the ContactName field.

Hello Scott, 

Please, add the stages to which you can transition from the current stage to the [Possible next stages] area. This property is responsible for the stages that can be selected once the current stage is set up. 

More detailed information on how to work with case stages can be found in the Case Designer workflows - Set up case stages Academy Article. 

Best regards,

Olga. 

I was looking at it from the wrong perspective, this now makes sense, thanks.

Dear Mitch, 



In order to disable these notifications please do the following: 

1.) Disable the feature with Code 'NotifyOfNewSocialMessages'

2.) Turn off the process with Name "NotifyOfNewSocialMessages"



Kind regards,

Roman

Roman Brown,

What about for Emails? (The email icon in the communication panel). Is your suggestion for the Notification object that updates the bell icon? What object updates the email icon with a little red number?

Dear Mitch, 



My suggestion relates only to feed messages and doesn't affect system, processes or email notifications. 

As for your second question - the counter of new email notifications is being updated when the new message is received via websocket and this information is not reflected in DB. 



Kind regards, 

Roman

Roman Brown,

 So the new email notification counter cannot be turned off using standard settings? I just want to confirm this so I can tell my users who are asking me to turn it off.

Mitch, 



Unfortunately, there are no user tools to disable the mentioned notification counter. 

We will register the proposition for the responsible R&D team to add this functionality in future Creatio releases. 



Kind regards,

Roman

You can try enabling the indexing for full text search option in section wizard.  https://academy.creatio.com/docs/user/no-code_customization/ui_and_busi…

Can that only be done upon initial setup? I set this custom section up a year ago and now if I go to the section wizard I don't see that option.

Dear Mitch, 



Can you please check SysModule table and make sure that for this section value of "GlobalSearchAvailable" column is set to 1? 



Kind regards,

Roman

Roman Brown,

 It was not set to 1, I updated the column so it was now 1. But still, this section does not show up in the global search.

Dear Mitch, 



Please contact our support team at support@creatio.com with a short description of the issue or simply provide a link to this post so we could help you with it. 



Kind regards,

Roman

Will this work for detail columns also ?

Dear Shailey, 



Can you please provide more details on your question?



Kind regards,

Roman

Hello,

same questions:

1. Custom section is set up as indexing for full-text search but I dont see in a result window.

2. Enabling section for fulltext search: would it find the details records aswell. For example if I search for product name, it find me all orders where that product in placed. Will it work for custom section as well with products detail?

Dmytro Oliinyk,

Did you manage to make it work? I'm curious about this too.

I don't know of a declarative way to do this. You'd need this in a few parts:

1. Add some text virtual attributes to the page and then add those to the diff as readonly
2. Populate those attributes when a lookup item is selected which could be done by adding the columns to the lookupListConfig columns. You'd need to wire up a change attribute for the lookup to retrieve those values and populate the attributes.
3. onEntityInitialized you'd need to retrieve those values using an ESQ to populate the virtual attributes again.

Ryan

As a side comment, I'd love to be able to declaratively add fields like this, the system could just make them read-only if they are on a connected entity. That would be fantastic.

Hi Ryan, thanks for the reply. Yeah, I have a way to populate the fields in code, but I was just wondering if there was a declarative way to do so - as you say, it would be a great addition to Creatio and I hoped I was just missing something already there!

For anyone else searching for this, my solution slightly differed from yours in using the lookupListConfig to pull the lookup entity's additional field(s) when loading the record, which means you don't have to run an additional ESQ, which saves hits on the DB. It also uses the dependencies attribute rather than the change attribute, but that's just my personal preference as I believe they'd work the same:

    attributes: {
        "Owner": {
            lookupListConfig: {
                columns: ["JobTitle"]
            }
        },
        "OwnerJobTitle": {
            type: Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
            dataValueType: Terrasoft.DataValueType.TEXT,
            dependencies: [
                {
                    columns: ["Owner"],
                    methodName: "setPickMapFields"
                }
            ]
        }
    },
    methods: {
        onEntityInitialized: function() {
            this.callParent(arguments);
            this.setPickMapFields();
        },
 
        setPickMapFields: function() {
            const owner = this.get("Owner");
            if(owner) {
                this.set("OwnerJobTitle", owner.JobTitle.displayValue);
            } else {
                this.set("OwnerJobTitle", null);
            }
        }
    },
    diff: [
        {
            "operation": "insert",
            "parentName": "ContactGeneralInfoBlock",
            "propertyName": "items",
            "name": "OwnerJobTitle",
            "values": {
                "bindTo": "OwnerJobTitle",
                "layout": {
                    "column": 0,
                    "row": 4,
                    "colSpan": 12
                },
                "enabled": false
            }
        }
    ]

Does the job, but it does lack the clarity that a declarative system would provide!

Harvey Adcock,

That's great Harvey, thanks for the update. I was under the impression that adding columns to the lookupListConfig would only load them on selection, great to know that those come along when the lookup data is loaded as well!

Ryan