The [Email connections] property is a bit down below as in the first picture. Try to scroll down the email element settings below How is the message sent section. By default there will be Accounts and Contacts. By clicking on + button you will be able to select Case.
As for how to associate the email with case, for example you can add the Signal that would trigger upon the case creation. The second element would be Read Data where you read the Id parameter from the Signal.
And the last element - Send email where you indicate the Id parameter of the case into Email connections property that you've previously found with Read data element
The [Email connections] property become visible only if the "How is the message sent" is set to "Manually" but I want the message to be sent automatically, without user interaction.
If I set that property to "Automatic" the [Email connections] property is not visible.
In this case it would be only possible to writhe a script which would connect the case section to email. The problem is that when the email is sent in automatic mode, the correspondent record is not created in Activity table. Since there is no record - it is not possible to associate it with a case. In manual mode, the activity record is created fine and it can be easily associated with your case.
The option to connect email to the section when sending the letter automatically will be available in future application versions.
Recently looking at using the Data Binding Tool on the marketplace ( https://marketplace.creatio.com/app/data-binding-tool ) to make binding Section List and Detail column setups easier, but it appears that you can bind column setups for the same Section List and Culture multiple times for the same package. This isn't possible when binding column setups normally, as you get a validation error which prevents the saving of the data binding due to the record already being bound in another data binding. Is this a defect? Does anyone know what will happen if this duplicate data binding is imported into another environment? Presumably one will be installed before the other, so you may end up with the old data binding if it happens to be installed last.
I have also faced the same issue and as far as I know, this does lead to problems.
We therefore only use the data-binding tool to make the creation of the bindings easier. When changing bound data, we go to the data tab in the package and open and save it to update its contents.
Renaming the created data bindings to something more meaningful than the GUID also helps to identify them again.
You can check duplicates after saving a data binding. When the "Data was bound successfully" message pops up, click "View details" and save the data binding once again. If the binding holds any duplicates, a standard validation page opens.
I have forwarded your suggestion regarding the check for duplicates to the responsible developer team.
Thanks for the reply Andre, that sounds like a useful best-practice to follow when using the tool then. It would be very helpful if the tool itself were able to pass on such errors automatically, but I can see that programmatically checking whether data has been bound twice would be quite difficult! It would be a real benefit to the tool if it could be done, however.
Creatio developers are currently migrating the basic data binding functionality to the new UI. The team responsible for the "Data binding tool" add-on will consider possible functionality improvements after the release of Creatio version 7.17. Due to UI framework migration, any new improvements that they make right now can be rendered obsolete in the new release.
I have created a local instance of Service product for my project setup. I have a little confused about what should be added as a dependency on the created package. Whether we should add ProductCore or ServiceSoftKey or something else.
Kindly help me with this. Also, can you send me a brief note of what dependency should be added for the corresponding product?
Thanks for the reply. We are using the Customer Center version of the sales module and not the enterprise version. Can you please help with the list of dependency packages that we should use for this?
From the list we can see the below,
CustomerCenterSoftkey
CustomerCenterDefSettings
Is it fine for us to add only these two packages in dependency?
On my fresh on-site deployed creatio application on the application server I am trying to install Refresh button for creatio app from marketplace but installation failed.
The error is not related to the plugin. It happens because the system cannot be compiled during the installation since the IIS user doesn't have the access to some file from the application folder. Please make sure to grant full right for the application folder to the IIS user or for 'everyone' so that the system could be compiled.
In addition to what Olga said about removing the widget on the intro and login pages, you can change the "Creatio" on the browser tab by changing the "Product name" system setting.
You can change the icon as well if you'd like using the "Favicon" system setting.
To hide the version, you'd likely need to add some global CSS (See https://customerfx.com/article/adding-custom-css-style-sheets-in-bpmonl… - add to BootstrapModulesV2 to hide .configuration-version-label { display:none; } ) - however that will only change it in the application, out of luck to hide it on the login screen.
As far as changing the name in the URL, if you're being hosted by creatio.com, you're probably out of luck with that as well, not sure if adding a CNAME on some other domain would work, but I don't think so. Otherwise, you'd have to self-host.
To remove the Creatio advertisement on the Login page and on the Intro page you need to uncheck the "Show widget on login page" and the "Show widget on intro page" system settings and clear your browser's cache and cookies.
In addition to what Olga said about removing the widget on the intro and login pages, you can change the "Creatio" on the browser tab by changing the "Product name" system setting.
You can change the icon as well if you'd like using the "Favicon" system setting.
To hide the version, you'd likely need to add some global CSS (See https://customerfx.com/article/adding-custom-css-style-sheets-in-bpmonl… - add to BootstrapModulesV2 to hide .configuration-version-label { display:none; } ) - however that will only change it in the application, out of luck to hide it on the login screen.
As far as changing the name in the URL, if you're being hosted by creatio.com, you're probably out of luck with that as well, not sure if adding a CNAME on some other domain would work, but I don't think so. Otherwise, you'd have to self-host.
Just after login, how can I remove all the advertisements which you can see in the below screenshot like a marketplace, tutorials, app store, getting started, google play, and Facebook, twitter links?
In order to implement the required functionality please do the following:
1. Create a replacing client module for the “BaseIntroPageSchema” schema. Please find the information about how to do it in the article by the link below:
I just found out that when I can't login on UI because of the Error
I still can login via authentication service by doing Post request and receive all the cookies needed (like it is described here https://academy.creatio.com/documents/technic-sdk/7-16/executing-odata-…). And only when I perform second request as so called "logged in user" I am interrupted with the the Error:
licManagerException.message = 'Unable to log in: insufficient number of licenses to access the objects used on the portal. A system administrator can modify the list of objects available to portal users';
Thus I do wonder why I am not receiving 'Unable to log in..' error message when I do authentication Post request ? I must be receiving this error message no matter how I am logging in.
Please check that you configured the anonymous web-service for https protocols. Please take a look at the third paragraph from the article by the link below:
