Hello Pedro,

To reload/refresh a section list, you can use:

this.updateSection();

As far as sending a message for only the current user, you can use the ServerChannel to send a message from a process and include the user Id of who created the opportunity in the message, then check that value with the current user when received on the client.

Info on sending a message from server to client: https://customerfx.com/article/how-to-refresh-a-page-from-a-process-in-…

Info on getting current user: https://customerfx.com/article/getting-the-current-user-in-bpmonline/

Ryan

I've also written up a more detailed description of the ways to refresh a section, or parts of a section, here: https://customerfx.com/article/refreshing-a-section-list-in-creatio/

Ryan

Ryan Farley,

Thanks for the response, your solution fixed our problem.

Best Regards,

Pedro Pinheiro

Dear Massimiliano, 



Unfortunately, there is no possibility to create a plain text email template in Creatio and consequently send such templates using send email element of your business process.

We already have an idea registered for the responsible R&D team to add this functionality in future Creatio releases. We will notify them about this request so to increase the priority of this idea. 



However, you may try to use a workaround to send a plain-text email via business process. 

You can use an Add Data element which would create a new activity with Email Type, fill-out all the needed fields and set "IsHtmlBody" value false and send it using a script-task after. 



In this way an email should be sent as a plain-text. 



Kind regards,

Roman

Roman Brown,

Thank you for your suggestion.

I just tried to use an "Add Data" element to create an activity of type e-mail connected to a Case with the fields as shown in this picture:

This email is shonw as "Draft" in the Case "PROCESSING" tab and it has not been sent: Are there some other fields to set so the email is automatically sent from the Business Process?

King Regards

Massimiliano

Dear Massimiliano,

Due to the system architecture, it is not possible to read this data via the business process. Instead, you can create as many flows as Assignees Groups, specify manager role for each assignee group role and send an email via script task as described here: https://community.creatio.com/questions/send-email-organizational-role-…;

Best regards,

Angela

Dear Fulgen,

There is no way to re-trigger the process but you can use a script task to read the failed process in SysProcessLog, for example that is in status Error, and launch a new process instance. It will not be the same process that failed but only a new one.

Regards,

Dean

Hello,

It is necessary to have this checkbox if the process should be stopped for some certain time, for example if you have any timer, activity that has to be performed as well as user dialog, etc.

This checkbox allows saving parameters data in the database. If it is not selected, the process data will be just saved in the browser cache. If it is long term process, the cached data might be cleared, especially if the user logged out,  so the process would not move forward. 

Regards,

Dean

dean parrett,

Thank you Dean

dean parrett,

What would be a good reason for not serializing in DB? Is it just a performance benefit from not having to write data to the DB? Are there other benefits? Thanks.

Dear Kevin,

You can use Auto-generated page and show lookup with templates so the user could select them, or forward the user to Templates lookup. Process "Send email to case group" is a great example of how to fill macro values in the template and then send it as an email automatically. Check "Handle template for email with macros" element for more details. 

Best regards,

Angela

Hi Kevin,



I am curious what did you do to solve your problem?

I am experiencing a weird bug now actually. Every time i visit my business process it clears the templateId i set on advance mode.

Can you enlighten me?



Best Regards,

Solem

Hi Julio, 

Are you trying to configure your business process in the "Custom" package or any other? 

Hello S.Kobizka,

In another Package, I add the ZoomIntegration package to the dependencies, see at http://prntscr.com/t0snjq

Hello Julio,



We recommend you to log out and log back in the application after you add the 'ZoomIntegration' package to the dependencies.



The 'Create Zoom Meeting' field should become available for the 'Activity' table in the 'Add data' process element after you do this. 

Hope this helps.

S.Kobizka,

Thanks, now works, I'm sure I will logout & login and also clear the cache, but today I did it again and have the field, thank you very much!

Dear Kavian,

By default, it's not possible to perform such kind of separation. What I propose to do instead is to create operation permission (for instance "CanRunBusinessProcesses") and check it before the execution of the process. This should work exactly the way you need.

Regards,

Dean

Hello Nicolas,

There are several ways to achieve your task and the easiest way to do that is to do the following: in the "Open edit page" element of your sub-process modify the "When is the element considered complete?" parameter value to the "If the record matches conditions" and specify that the activity status (status) should be completed:

The problem in your case is that the "Open edit page" element is considered to be completed once you specify any changes and save the record, but not when the activity itself is completed (the email is sent) because the value for the "When is the element considered complete?" parameter by default is "Immediately after saving the record" and as a result each time you specify any changes to the activity it is being saved and the edit page considered to be completed and the process continues its execution.

Best regards,

Oscar

Oscar Dylan,

Thank you Oscar, it solved my problem !