Can anyone recommend the best filter to add to trigger an email send to our customers that reach a 3 year and 5 year anniversary of opening an account with us. I assumed it would look something like this, but I want to be sure. Thanks in advance.
1.1 You need to use the OR operator in the root filter not ADND, so that the condition is:
3 years (1095 days) OR 5 years (1825 days).
1.2 Currently, you are checking customers whose Contract Date field is within the range of the last 1095 days or 1825 days, meaning from today to 3/5 years back.
You need this to be a filter for Contract Date > the previous 1095 days.
1.3 As I understand it, the task is to ensure the email is sent only once when users reach the 3/5 year mark. Instead of sending the email repeatedly, I recommend adding a field, such as a checkbox labeled "Anniversary Emails sent", and set this checkbox during the same process.
Then, add a condition to the business process trigger:
Anniversary Emails sent != true.
1.4 We recommend running the process on a timer rather than a signal, once a day at a specific hour.
This way, the process will check all records where the Contract Date exceeds 3/5 years and send the email to those who haven't received it yet, doing this every day.
2. Overall, it's important to understand that such a filter won't account for leap years. Another possible solution:
2.1 Add a column "Send anniversary email date" and populate this column using a process with a formula element where Contract Date.AddYears(3).
Then add a condition to the timer: "Send anniversary email date" = Today, and the process will send emails to all users whose "Send anniversary email date" is today.
I am looking for assistance with a challenge I am facing in the Freedom UI of Creatio regarding the display of decimal field values in a label.
The issue I am encountering is that when I try to display a decimal value in a label on the Freedom UI page, the value is not being comma-separated as expected. For example, if the decimal value is 23,586.06, the label only shows 23586.06 without the comma. Similarly, for the value 1,000.00, the label displays only 1000 instead of 1,000.00.
What I am aiming for is to have the decimal values displayed with commas for better readability. For instance, the value 23,586.06 should be displayed as 23.586.06, and 1,000.00 should appear as 1,000.00 in the label on the Freedom UI page.
I have tried several approaches to address this issue within the Freedom UI but have not been successful in achieving the desired result.
As a result, it picks the value from the decimal field and shows in the label as shown in the screenshot below:
I want to show the Label caption in the same format as that of the amount field. Also another thing that we have noticed is that when the amount is 1,000.00 , the caption shows 1000 instead of 1000.00.
Our customer is generating documents in their old CRM system in an interactive way. This means they can merge the data from the CRM with the report template into a Word document, then edit that document in Word and save the final result to CRM as PDF.
As far as I know, this is not possible in Creatio 8, but is very important for the customer!
Is there any way to achieve this goal? I searched the marketplace but haven't found a proper solution.
Unfortunately, there is no such option at the moment.
However, we understand that this is not ideal for your specific needs.
We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. We understand the importance of providing our clients with the best possible experience and will work hard to implement the changes you have suggested.
Thank you again for bringing this to our attention, and please do not hesitate to reach out if you have any further questions or concerns. However, we understand that this is not ideal for your specific needs.
Unfortunately, there is no such option at the moment.
However, we understand that this is not ideal for your specific needs.
We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. We understand the importance of providing our clients with the best possible experience and will work hard to implement the changes you have suggested.
Thank you again for bringing this to our attention, and please do not hesitate to reach out if you have any further questions or concerns. However, we understand that this is not ideal for your specific needs.
Thanks for the info! Is there an ETA on when the feature might be available? Also something like "not in the next x versions" would already be of help!
As for now, there is no such functionality. We have already registered the idea for our R&D team to implement this functionality in further releases. We will assign your case to this project to increase its priority.
Hi there - I'm trying to figure out where to put this schema in Creatio configuration to allow for a button in mobile. I've found this article but it isn't clear how/where to apply this:
You can add/modify those in the Activity results lookup. However, those values are tied to specific Activity categories. If you select a row in the Activity results lookup there's an icon you can click to define which Categories it is for - see https://share.customerfx.com/QwuoY8RK
GenerateViewModuleScripts?v=8.1.1.3635:1 Could not load file or assembly "CrtFeatureToggling, Version=8.1.1.3635, Culture=neutral, PublicKeyToken=null" or one of its dependencies. The system cannot find the file specified.
Please create a case for the Support Team via support@creatio.com and provide all necessary details for the investigation (screenshot with errors, instance, external access to it).
