Is it possible to create an email template (email templates lookup) that has fixed attachments such as a ms word or ms excel file? For my use case this would be for emails being sent OUT of Creatio from a synced mailbox TO external customers who do not access Creatio, instead they just receive an email to their normal email service such as gmail or outlook.
There is no option to get the url of the preconfigured page anymore due to the error we had in earlier versions. The new versions do not generate the url on purpose to prevent the pages from being opened in different browser window as there users would get this error.
we need to return some user-friendly result from anonymous service method, not Json or Xml. Use case is as follows: end user receives email with link, which is opened in browser. So we need to return some Html page from the method, or link to static content that will inform user about result of his action. Something in a way, as is implemented for the case-rating (see screenshot)
Is there a suggested method to implement such behavior?
Alas, this is an unsafe approach to use an anonymous web-service to return an HTML-page. This may do harm to the user's data and safety. Could you please specify if an anonymous web-service is the only preferable method for you?
Here is also an option to perform your task using a configuration web-service. Please find the instruction by the link below:
for the task at hand it's preferable for us to use anonymous web-service. It will have limited endpoints for sure, and with action validation. Simplified business flow is that internal user receives some question with yes/no selection (two links, with user-specific id's for each case), clicks on one of them => application receives this answer and returns some message to the user that will notify him/her that the answer was stored successfully or not. We want to use anonymous web-service to improve user experience - not to force them to login to system for such actions.
Thanks for you suggestion, but unfortunately I can't seem to the answer for my question here. In example there is ResponseFormat = WebMessageFormat.Json (or Xml) which is not suitable for task at hand - they are parsed in not user-friendly response by browser.
What I was asking, if there is a possibility to return any user-friendly response from the service method(could be as well redirection link to some statically stored image which will hold the message that user should receive).
ok, I got your consern about using anonymous web service. But how can I return link to html page from general service, which you've suggested to use in your first comment? I can't seem to find the solution myself
We have been looking for the correct solution for your purpose. The best way to return the HTML-page without authentication and without threatening to system safety, at the same time, is to create a static HTML page.
Please put it to your root project directory: Terrasoft.WebApp > Nui
Then, a user will be able to open it as a standard HTML web page.
I have a Product section where I can select an account and a contact for the product and I've created a "Test section" section where the "UsrProduct" column represents the Product section. As a result I receive this result in this lookup:
since there are only two products in the products section that have "Our company" specified as an account and "123" specified as a contact:
As for using the DISTINCT statement - it's way more better to have products being connected to one contact and one account per one product since it reduces the possibility that incorrect product is chosen in the lookup.
I have to perfrom filtration in section A , product(is a lookup on section B) column based on the selection of Account and contact.
In section B, I have Account, contact and product (is a lookup on Product section).
Using BP I am updating the name column in section B from the product selected. The case is that there will be more than one record where I can have same account, contact and product selected in section B as you can see [A-B-C] in the screenshot.
In this case, In section A if I select A as account, B as contact then I got C two times.
Such pages can be opened only for users. However, you can create a cycle that will read all users and show page to each of them. Also, you can use collections and add the page to sub-process, forward collection of users in role to process. This will create as many pages as users in the role.
Lot of times I see people talking about asyncValidate method for resolving asynchronous calling issues.
For ex.
I understand callback concept in javascript but I found it very difficult to understand the use of callback in asyncValidate base method.
I have gone through BaseEditPage, DocumentPageV2 and many more where base asyncValidate has been implemented, but still I didn't understand how these callback and scope are working here specifically.
Can someone refer me to any video/article where someone from creatio(creatio developer) are explaining this?
I'm not "someone from Creatio (Creatio developer)", but I'll mention that a page in Creatio has many layers each layer might have fields they need to validate. For example, let's say you customize the Account page and add an asyncValidate. Your customized version of the Account page is a layer on top of the base Account page. If the base Account page also needs to use asyncValidate, there needs to be some way to chain all of these async functions together, so it knows when they are all done and can continue with the save or not. So, when one of the asyncValidate functions complete, it executes the callback so that the next "layer" of the page can run it's asyncValidate. This is how it chains these async functions together, by passing the callback of the next one to the function, so it can tell the next one when they can run (by executing the callback). Does that make sense?
It is better to enable development in the file system for the dev-app in case your dev-application is deployed locally or use SVN to commit changes to the app (please note that you need to have some internal task system so to get sure that two developers don't save changes to the same schema at the same time or that two developers compile the app at the same time).