Hello Mitch,

You need to test two following scenarios:

1) Create a lookupListConfig parameter for the "Recepient" attribute (should be created additionally) on the replaced EmailPageV2, creating a Terrasoft.FilterGroup in the parameter and specifying filtering conditions.

2)  Replace the getLookupConfig method from the base EmailPageV2 and override it in case the columnName is "Recepient".

One of these two approaches should work.

Best regards,

Oscar

Oscar Dylan,

Thanks for the insight.



I see these two business process are responsible for sending an email.

STEP 1 :  When a new case is created BP - Incoming email registration process : Triggered to send a notification to User 

STEP 2 : When the status of the case is modified/updated BP - Send email to contact on case status change, is triggered and this is linked to another Sub-Process BP - Send email to case contact.

I see that the reply is sent to all the recipients and I want reply email should be sent only to the sender (Who raised the request)

i.e., only for TO recipients and not for CC recipients

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.

One workaround is to edit the 

VwRecepientEmail by adding the account name to the Contact Name field.

This way the user can search by account using the ContactName field.

Maybe like this. But I'm not sure.

https://prnt.sc/z38p5x

That's Participant instead of Owner.

Dear Yuriy, 



The option proposed by Julius above should work for the described purpose. 

Please use Email Participants object to get list of contacts which were in the needed bulk email's audience.



Kind regards,

Roman

Julius,

Thank you! I specified the question: NOT bulk emails, but simple emails

Dear Yuriy, 



In this case you need to build filter like this:



Kind regards,

Roman

Roman Brown,

Roman, that doesn't work for me! That gives only a few contacts. For instance, Darren is not among them. I suspect the contacts don't have activities, just emails. What table stores the emails?

Yuriy Konstantinov,

Activities and emails are stored in the same object, but just in case try to remove type=email filter and check if it helps. 

Best regards,

Angela

Hello Nicola,

Please check this Marketplace solution. I believe it has the exact functionality you are looking for.

Best regards,

Bogdan S.

Hello Dmitry, 

You can check the information about all email accounts that already exist in the system by executing the query: 

select * from MailboxSyncSettings

This query will show you the list of the already connected mailboxes to the system.  There you also can check who is the owner of the mailbox by the "SysAdminUnitId" column via the next query:

select * from SysAdminUnit where Id='SysAdminUnitId_value_for_the_needed_record'

If the needed mailbox is already added to the system by another user, this user can set up a shared email account in case it solves your business task (more detailed information can be found in the Set up a shared email account Academy article) or the email account can be deleted from the system and added under the required user. 

Please, let us know in case any further information is required. 

Best regards, 

Olga. 

Found it... added timer to start 'today' the read activities. 

Assuming this is the best way to do this?

Nicola Wall,

Yes, this approach can solve your business task.

Best regards,

Bogdan S.

Hi Amritha,

You can use this option when adding a contact upon record creation and then choose the contact type manually:

Also you can set some value for the contact type as a value by default in the "Contact" object settings for the "Type" column:

And as a result the contact will be automatically created with the "Type" column value being filled in.

These two approaches are easier than replacing the ContactEnrichmentSchema, adding the ContactType attribute and column into the modal window that is opened when enriching the contact.

Best regards,

Oscar

Dear Mitch,

Unfortunately, it cannot be done since email templates do not have required architecture for storing attachments. As a workaround, you can use this application: https://marketplace.creatio.com/template/send-email-attachments

Best regards,

Angela 

Dear Heather,

To set up validation for email you can use Email address mask system setting - feel free to adjust the RegExp upon your needs.

Best regards,

Angela

Hi Bhoobalan,

This task cannot be achieved using the collection of records, but using a cycle in the process.

To achieve your business task you need to create a separate checkbox field in the contact edit page called "Is the record processed?" (just an example of the column name). This checkbox value should be modified by a separate process that should look like on the screenshot below:

Please note that you need to specify an account here contacts for which you need to process. Also please pay attention to the conditional flow conditions.

Once done you need to create one more process that will form a list of contacts and for example their emails. Like on the screenshot below:

Please note that you need to create a process parameter with the string data type where emails and contacts list will be stored. Also you need to specify the parameter value in the formula as:

[#List of full names and emails#]+ [#Read all contacts.First item of resulting collection.Full name#] + " and the email for this contact is " + [#Read all contacts.First item of resulting collection.Email#] + "<br />"

And then use this parameter in the send email process element. As a result this list will be received in the mailbox:

So you can test this approach on your end and check the result.

Best regards,

Oscar

Oscar Dylan, but if that data has to be sent in a tabular form , how will that be achieved ? 

Shailey,

You will input this formula as a parameter into the HTML-content of the "Send email" process element (please note that I am using <br />tag). You can also use <tr> and <td> tags in the formula to form the template correctly.

Best regards,

Oscar

Shailey,

You can see a sample of this method described by Oscar producing a table of data in an email in this article 

https://customerfx.com/article/emailing-a-list-of-multiple-records-from…

Ryan

Oleg Drobina,

Can we add image also from a list in this??

Dear Shrikanth,

If for example organization role contains 50 users and each user has different timezone (not all of them have the same timezone) you will need to start the process 50 times and distinct "processed" users from "unprocessed". Since the amount of timezones is limited it will be easier for you to tag users who should receive an email by some role or other method and create a separate process for sending emails for each time zone instead of each user. 

Best regards,

Angela

Angela Reyes,

Hi Angela. Users can belong to any time zone (There are 110 in total) and new users will get added dynamically with maybe new time zones. Also, the time zone's of users can change depending on the user's global travel. 



Adding one BP per time zone is not maintainable down the line. Can I have one BP which will send Emails as per the time zone of the user?

Is there a way we can write code or use the Quartz.Net scheduler to achieve this?

M Shrikanth,

Usually, it is achievable by timer event but since you have many emails that can be sent in 1 day this cannot be done via one process - only several, according to main time zones (for example). Main timezones are 

From east to west they are Atlantic Standard Time (AST), Eastern Standard Time (EST), Central Standard Time (CST), Mountain Standard Time (MST), Pacific Standard Time (PST), Alaskan Standard Time (AKST), Hawaii-Aleutian Standard Time (HST), Samoa standard time (UTC-11) and Chamorro Standard Time (UTC+10). 

If you want to create task in quartz for each timezone it will greatly impact system performance due to the huge amount of data. 

Best regards,

Angela