Hello Christian!

You can hide this panel with the help of the OOB tools. Please, use the  button for folding ↑ which is on the same panel to the right.

Best regards,

Kate

OK - I had to be more specific in my question it seems.

I know that you can close this section manually.

Is there a way to do it programatically? I do not want to send one email after another. Just send one mail and then automatically close that section.

Christian Waidner,

the code below added to the replaced LeadSectionActionsDashboard module will:

1) hide the tasks bar automatically after the email is sent from the task bar

2) open an activity mini page (as you click on the "Activity" icon in the task bar)

define("LeadSectionActionsDashboard", [],
    function() {
        return {
            attributes: {},
            messages: {
                "ActionsDashboardMessagePublished": {
                    mode: this.Terrasoft.MessageMode.BROADCAST,
                    direction: this.Terrasoft.MessageDirectionType.SUBSCRIBE
                }
            },
            methods: {
                subscribeSandboxEvents: function() {
                this.sandbox.subscribe("ActionsDashboardMessagePublished", this.executeMessageHandler, this,
                    []);
                this.callParent(arguments);
                },
                executeMessageHandler: function() {
                    setTimeout(this.hideTabs(), 1000);
                    setTimeout(this.openTask(), 1000);
 
                }
            },
            diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/
        };
    }
);

ActionsDashboardMessagePublished - is the base message present in the BaseMessagePublisherPage module, hideTabs is the base method that hides tabs (located in the BaseActionsDashboard) and openTask is the method from the BaseActionsDashboard that opens the activity page.

In case you need to replace it everywhere in the system you need to place this code in the replaced BaseActionsDashboard module.

Best regards,

Oscar

As i have not done a lot of creatio customization I struggle a bit where to place your piece of code. My LeadSectionsActionDashboard module looks like this.

Help is appreciated

Hello Markus,

We investigated this behaviour and currently, the system behaves correctly since you can add a macro in the signature so it could fit the template or depend on some value.



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. 



Best regards,

Bogdan

Hello Federica,



Could you please send the screenshot once again?



Best regards,

Bogdan

Hello Bogdan,

Here's the image, sorry for the mishap

Federica,

Basically, there is a table in the database called EntityConnection. You can delete all the records from this table that refer to the objects which you do not need (for example, contact, requests etc).

You can do the following:

delete from EntityConnection where SysEntitySchemaUid in (select Uid from SysSchema where Name = '')

where '' is the name of the object, for example, Contact.

But the thing is if you delete the records from the EntityConnection table - the next fields on the activity page will be deleted automatically as well:

Best regards,

Bogdan

Thank you Bogdan! That's exactly what I did (according to your suggestion) ! :) Do you happen to know how to change the icon too? 

I made a few tests and to access the icons I need to implement EmailItemSchema client module

Now: 

Hello Jonathan,

in the newer versions of a system (starting 7.17.1) where Exchange Listener is turned on, the synchronization runs in real-time (may take about 60 seconds to find a new mail).

Unfortunately, there is no option to change this setting in the current configuration.

Kind regards,

Gleb.

Gleb,

Thanks for your answer.

For on-premise installations, should we update the Exchange listener service in addition to Creatio to benefit of this new real-time functionnality ?

Best regards,

Jonathan

Jonathan Quendoz,

please note that Exchange Listener is a separate application and it should be updated apart from Creatio.

But usually - yes, we would recommend updating the Exchange Listener along with the main application.

Kind regards,

Gleb.

Gleb,

I have not found the link to update the Exchange Listener in the update guide :

https://academy.creatio.com/docs/release/update-guide/update-guide

Where could I find it in the Academy ?

Many thanks,

Jonathan

Gleb,

any information on where to find the exchange listener update procedure in the documentation ?



Damien

Hello Marijana, 

In order to delete the object from this list, there is a need to delete corresponding records from the EntityConnection system table.

You can delete all the records from this table that refer to the objects which you do not need (for example, contact, requests etc).

You can do the following:

delete from EntityConnection where SysEntitySchemaUid in (select Uid from SysSchema where Name = ''), 

where '' is the name of the object, for example, Contact.

But let me mention, that if you delete the records from the EntityConnection table - the corresponding fields will be deleted not only from this list but also from the "Connected to" detail of the email activity page:

Best regards,

Anastasiia

Hello Mitch,

Could you please elaborate on the task you are trying to do?

Thank you,

Artem.

Hello Marijana,

This seems like an issue that Creatio support can help you with.

Please contact us with this issue by sending us an email at support@creatio.com.

Thank you,

Artem.

Hello Marijana,



There is no difference in these two variants on how to bind the email to the needed object.

 

But on the email preview, there are only two options to bind the email. 



But you can click the "+" button in the top right corner of the email message and select the [ Add new ] command and there will be available more objects to bind the email.



Best regards,

Bogdan