Technical support | Community Creatio

19:19 Jun 14, 2021

Hi Team,

I have followed a below setup to register a case automatically from emails.

https://academy.creatio.com/docs/user/service_tools/service_cases/case_settings/set_up_case_registration_from_emails_from_mailbox_alias

I configured a mail box and when a mail received, a new case is Created.

I see that this business process runs to send a notification when a case is created.

BP - Incoming email registration process

when a case stage is changed, I noticed that this business process triggers

BP - Send email to contact on case status change, this is linked to another Sub-Process BP - Send email to case contact.

Here, I would like to send the email only to the contact from whom a mail is received to Creatio CRM instance. All the CC has to be removed?

How to achieve this?

Scenario : MAIL Notification is sent only to the sender not to the people in CC

STEP 1 : support@MyCreatio.com ---> configured in Creatio CRM Instance

STEP 2 : A user (From : TestUser@Company.com , CC : TestUser1@Company.com, TestUser2@Company.com) sends a mail to support@MyCreatio.com asking for a clarification/request.

STEP 3 : A new case is created and a notification is sent to the user who created a request (i.e., From : Support@MyCreatio.com, TO : TestUser@Company.com, CC : TestUser1@Company.com, TestUser2@Company.com).

Here, I want to remove the CC and the notification is sent only to TestUser@Company.com from whom the request is created.

Please find the attached image below for reference,

Best Regards,

Bhoobalan P.

4 comments

Yurii Sokil

16:11 Jun 24, 2021

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.

Bhoobalan Palanivelu

21:03 Jul 07, 2021

Yurii Sokil,

Thanks for the response!

I ran this query but I couldn't find the following two codes casesOnlyRespondToSender  and SendOnlyToContactEmail  in Feature table & AdminUnitFeatureState.

Kindly help me with where can I find the mentioned field values?

1.CasesOnlyRespondToSender

2.SendOnlyToContactEmail

Yurii Sokil

21:10 Jul 07, 2021

Dear Bhoobalan,

If you cannot find this codes, it means that the record for that feature doesn't exist in the Feature Table.

Using the query i provided you can update the feature if it exists, or create it if it doesn't. So in your case the query will look like this(i'll only show the relevant piece of code, please use the full query mentioned above) :

DECLARE @featureCode varchar(max) = 'casesOnlyRespondToSender',

.........

DECLARE @featureCode varchar(max) = 'SendOnlyToContactEmail ',

...........

Best regards,

Yurii.

Bhoobalan Palanivelu

08:12 Jul 08, 2021

Yurii Sokil,

Great, Appreciate your assistance!

This helps and also can you please help me with reverting the changes to the previous or existing ones.

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Viewing of the printable content without downloading the printable

Amritha Mayan Gorky

08:22 Oct 21, 2020

Hi Community,

When we download a printable, first the printable is downloaded and later we are manually clicking on the downloaded printable to view the content.

Question : is there a way on clicking of the printable, we open the pfd/word document instead of downloading it/parallelly the printable is downloaded and viewed instead of manually clicking on the downloaded document?

4 comments

Dean Parrett

16:17 Oct 21, 2020

Hi Amritha,

There is no option to preview or open the printable report without downloading the file itself. Theoretically, it is possible to develop custom preview of the report in the application, but it would be quite a complicated development task. Unfortunately, we do not have any examples of such implementation.

I will register your idea in our R&D team backlog, it might be available in future application versions.

Regards,

Dean

Amritha Mayan Gorky

11:18 Oct 22, 2020

Dean Parrett,

Is is possible to open the downloaded printable automatically post downloading it instead of manually going to downloads and clicking on the downloaded printable?

Dean Parrett

13:52 Oct 22, 2020

Amritha Mayan Gorky,

Yes, but this question relates more to your browser. For example in Chrome, there is an option to open files of some certain type automatically after the download. After downloading the file, select Always open files of this type option. Next time when downloading Word file, like in my case, it will be opened automatically.

Regards,

Dean

Bogdan

12:59 Mar 02, 2023

Hi Lori Keller,

We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.

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help

Technical support

LOCAL INSTALLATION REDIRECT ERROR

nickF

22:23 Oct 25, 2018

NOTE: I though I already sent out a post on this but I think it may have filed to go through due to internet connection issues. So I'm posting the topic again.

Hello, I am trying to get another local development environment working on my machine. I followed the instructions and got to the point that the login page is being displayed, but when I input the Supervisor password and username I get taken to the browsers too many redirects error page.

What could be causing this?

6 comments

Oleg Drobina

03:44 Oct 26, 2018

Dear Nick,

Please recheck the login that you are using, because there is a problem in bpm'online so if there are empty spaces after login or if there are special symbols in the login (like ę or e~), the system couldn't read them and can result in the page with the information on too many redirects.

Best regards,

Oscar

Oleg Drobina

03:47 Oct 26, 2018

Dear Nick,

Please also check if your Redis is the latest version, because there can be a problem with logging if you are using Redis 2.4.6 for example.

Best regards,

Oscar

nickF

16:42 Oct 26, 2018

Oscar Dylan,

Hi, thanks for responding. My redis version seems to be 2.4.6. What version should I be using? The latest is 5.

Nick

nickF

19:09 Oct 26, 2018

Also, if I replace 2.6 with 5 will I need to re-setup he Redis or can I simply just install to the same folder and it will work?\

Thanks

Nick

Oleg Drobina

09:44 Oct 29, 2018

Dear Nick,

You'll need to install the latest version of Redis that is 5.0.0 and use it from now on. It should work right after installation, but you'll need to re-setup Redis in order to work with the new version.

Regards,

Oscar

nickF

15:43 Oct 29, 2018

Okay, I installed a more recent version of Redis and that is now working. Thanks.

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