Hello,

You should use the Process file element for this:

https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/pr…

Hi Mira,

Thanks for the response.

Yes, I used Process file.. Now, I want to send the file to a REST API using web service. I see there is no direct support to send the file. If I want to send the Base64(rich text) version of the file, how can I do that?

Sagar Rodda,

Here are the instructions on working specifically with the files via API:

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

Thanks for sharing the link.. I have added the code to meet my requirement. Its giving an error. 

/* The file content. */
var content = new byte[]();
 
/* Create a unique ID for the new file. */
Guid RecordId = Get<Guid>("RecordId");
 
/* Create the "EntityFileLocator" instance identified by "recordId" and stored in the "ActivityFile" database table. */
var fileLocator = new EntityFileLocator("ActivityFile", RecordId);
 
/* Pass the created locator to the method of the "UserConnection" class. */
IFile file = UserConnection.GetFile(fileLocator);
 
using (Stream stream = file.Read()) {
 
   /* Retrieve the file content and save it to the array. */
   content = stream.ReadToEnd();
}
 
var base64 = Convert.ToBase64String(content);
 
Set<string>("FileBase64", base64);
 
return true;

Dear Muhammad,

You can find more information on how to work with templates in the following Creatio Academy articles:
https://academy.creatio.com/docs/8.x/creatio-apps/creatio-basics/communications/work-with-message-templates
https://academy.creatio.com/docs/8.x/creatio-apps/products/marketing-tools/email-marketing/classic-ui/email-templates/create-an-email-template

Please note that macros will only appear when the template is opened from its corresponding source object. This means that if you send an email via the Communication panel, only templates with the source set to Activity (or those with no source) will be available — as all emails are stored in the Activity object.

If you'd like to use macros from another object, you'll need to add the MessageComposer element to the page where these macros are intended to be used.

Have a great day!

Hi Alina Yakovlieva,
 

Thank you for your advice, but I’m still confused to implement it. Can I use the button to trigger the action that runs the business process, where the business process reads data and sends an email, as shown in the image below

config read data

Config send email ( For the 'From' field, it should be filled with the company email (how do I insert the company email?), while for the 'To' field, it should send the email to the value that was previously read.)

and the button

 

Muhammad Rizky,

Hello,

So you can use the button to trigger a business process.

For the 'From' field, it should be filled with the company email (how do I insert the company email?)

I see that you have chosen to get the email from the system settings. So to insert the email in the business process you need to fill in the system settings by selecting one of the mailboxes already added to the system:



You also filled in that field correctly if you want that field to be filled with a value from the collection in which you are reading the Gengerate Document. However, I recommend making sure that the sorting condition returns the record you need and the field with the required email:

Hello,

Please provide a screenshot of your business process, along with settings of the element that updates the name.

Dymytriy Vykhodets,

This is business process - 

It runs every time an email message is added. After waiting for five seconds, it reads the "From" and "Contact" fields from the activity section. Then, using a script task, it extracts the name from the "From" field and sets it as the full name of the contact.

Darshan Dev Prajapat,

Please also provide the screenshot of the settings of the element that updates the name.

Mira Dmitruk,

You mean this 


After getting resultname from here i am setting full name of contact in set full name.

Any update on this?

Hello, 

Such behavior is indeed reproduced when the recipients of the email are in the BCC field. If the "To" and "CC" fields are empty, and the recipients are in BCC, this behavior is expected. 

Logic behind how the BCC field works:
The BCC field in the letter is seen only by the sender, and only in the sent email folder. This behavior is based on the message data transfer logic at the email server level; the recipient in the blind copy does not have access to view the list in the BCC field. None of the recipients will see the blind copy (even if you send it to yourself). Therefore, the BCC field in Creatio will be filled in only in two cases: - the letter was sent from our system, and while sending, you need to specify the recipients in this field. - the letter was synchronized from the sent letters folder. In other cases, the BCC field in Creatio will be empty. Since for these emails, recipients were not specified in the "To" and "CC" fields, only in BCC, which according to the logic of the field's operation, we do not see, there is a situation where the email is synchronized, but there are no recipients. Please note that Creatio cannot influence this behavior in any way, as we only synchronize the email from the mail server with the same parameters as the parameters of this email. Since the "To", "CC", "BCC" fields are empty in Outlook itself, they will also be empty in Creatio. 

Best regards,
Ivan

Hi Eric,

try to use such signal on the object 'User mention' and send notification to Contact:

Thank you! That did it. What's the best method to provide a link to the record via an email? I tried following the steps here - https://community.creatio.com/questions/link-based-feed-notification but it appears to break when there are replies to an existing comment.

Eric Curran,

We have such formula (it is for Classic UI, but you can change it for Freedom UI):

"<a href=\""+[#System setting.Website URL#]+"/0/Nui/ViewModule.aspx#CardModuleV2/"+[#Page name#]+"/edit/"+[#Object Id#]+"\">"+[#Record title#]+"</a>"

Eric Curran,

We have implemented this way for replies:

Vladimir Sokolov,

Thanks so much for the assistance! I do have one follow up question, what is the best way to limit this process to a certain object? We only want to turn on these notifications for one object, not every object.

Hello,
 

1. 1. Unfortunately, the Message Composer element is not customizable in the system at the moment. However, we have increased the priority of this task to add such a capability in a future product update.
    

2. We do not have ready-made examples of such an implementation, but you can achieve this using a business process instead of sending messages manually.
 

You can implement the sending functionality via a script task, where you pass the draft activity ID. A similar approach was discussed here:
 

🔗 Send email from a portal user using ActivityEmailSender
 

After that, you can use a task to send the record.

Hope this helps! 

Good day, Puneet,

In order to introduce a click-to-call phone number link in your email template, you can use a "tel:" link.

For instance, 

1. You may realize it as a part of an HTML block:

2. Or as part of a button, where the URL is something like "tel:<phonenumber>":


Hope this helps!


 

Alternatively, using the "Link", you can skip the "tel:" tag.
It should work just by specifying a number:

Nikita Kudin,

Thanks Nikita, I tried this option on my side but it is still taking me to the tracking URL in the browser. Does this work on your side?

Nikita Kudin,

Even the HTML code is taking me to the tracking URL in the browser

When you send the emails the links are changed to go through the tracking links. In the Domain setup in Creatio it has you create a CNAME DNS entry for "tracking" and links in the email are changed to go through "tracking.thedomain.com" - have you set up that CNAME DNS entry?

Ryan

Hello,

To address your question about the default delay and the behaviour of the campaign:

1. Default Delay:
   • There is no fixed default delay for determining if a user did not click a link. The campaign will wait for the specified delay you set in the transition lines before evaluating the conditions (e.g., "email clicked" or "email opened").
2. Transition Configuration:
   • Ensure that the transition lines are correctly configured with the appropriate conditions and delays. The "email opened" condition should be set to trigger after the specified delay if the email is opened but no link is clicked.
3. Handling Non-Clickers:
   • To handle users who open the email but do not click any links, you can set a delay on the "email opened" transition line. This delay will give users time to click a link if they intend to. After the delay, the campaign will check if the email was opened and move users down the "email opened" path if no link was clicked.

Thank you for this description. From the sound of it, my campaign is set up correctly, much as described. I am finding that the timing is not always following the process as laid out. 

For instance, a node has an email send, then a line which uses a delay of 1 day to determine if a user clicks and a second line with a 2 day delay to determine if the user opens but doesn't click. Often the user will remain in the email node of the campaign step indefinitely, showing them as receiving the email but not moving on. This is confirmed in tests where I can confirm the email is opened and not clicked. Also happens if the delay is the same for either line.

Because this is not always repeatable, I am assuming that this has more to do with how the email servers process the email and feedback the information. I wonder if there is anything to learn there about how to deal with that element. Am I seeing a bug, or do I need to learn about some aspect of the system?

Curtis Fee,

The behaviour you describe doesn't seem typical. Unfortunately, without investigating the examples, it is hard to tell if this is a campaign setup issue or a bug/customization error. 

You could submit the support ticket, so the Creatio employees will be able to study the case thoroughly and provide more comprehensive answer. 

Thank you. I shall follow up with support.

Dear Nikolas,

To avoid this automatic addition, we recommend the following flow:
1. Reconnect the mailbox, the system will ask if you want to download email for the last week, select "Change settings":



2. Go to the settings, and when changing them, the system will ask if you want to add this email address to the contact communication detail, here you can select no:



Please note that the system will only ask you if you want to add this mailbox if it has not been added yet. So, if you already have this mailbox added to the communication option, please remove it from the contact.

Have a great day!