Hello,

The problem is that the "Message type" column is no longer used in the new synchronization mechanism. We don't have a column property on the Activity that indicates whether it is an incoming or outgoing email.

This column is not populated by default. The logic that would fill this field does not currently exist in the system.

However, there is a way to determine this through additional filtering. When an email is synchronized, a record is created in the EmailMessageData table, which specifies the mailbox that synchronized the email. Based on this mailbox, the role of the email can be determined.

For example, if you synchronize the mailbox example@mail.com, then if this mailbox is in the "From" field, the role of the email will also be "From". If it is in the "To/CC/BCC" fields, the role of the email will correspondingly be "To/CC/BCC". Thus, you need to build a filter based on the relationships in EmailMessageData, where Role = From. In this case, you will filter for emails that were sent.


Additionally, you can configure a business process that will read the Role column of the EmailMessageData table for incoming/outgoing emails and, based on the Role field, set the Message type for the Activity record.

Best regards,
Pavlo!

Hello, 

Its working. I tried business process approach and its working fine.

Thanks

Hello,

You could use a business process where the system calculates this value (formula element), use the 'send email' element with the template, and add this information using business process parameters.

Best regards,
Yuliya

Hello,

You can create a lookup based on the 'Activuty' object:

And filter activities by email category 

Then apply additional filter and delete emails.



Regards, 

Orkhan

Hello!

We provided you with the articles which will help you with this question:

 

https://academy.creatio.com/docs/8-0/user/marketing_tools/email_marketi…



https://academy.creatio.com/docs/8-0/user/marketing_tools/email_marketi…

Regards, Maria

Hi colleagues,

The owner of the email, sent by BP should by the contact who started the BP.

But it is not very clear from your second screenshot what are you trying to show.

Could you please elaborate on the issue?

Best regards, Alex.

Aleksei Efimenko,

Second screenshot shows Chris was tagged as the Owner of the Email in the lead Timeline.

The BP is triggered via Lead Stage change, Created by and Modified by CRM Team. So I was expecting it to be CRM Team.

Solem Khan Abdusalam,

Thank you for the information.

Could you also clarify who is the owner of the mailbox that is configured in BP to send emails?

Aleksei Efimenko,

CRM Team owns it and no one else uses it since every one has their personal mailbox.

Solem Khan Abdusalam,

Please keep in touch with the support team about the issue.

They will help you to find the cause of such behavior.

Best regards, Alex.

Hello Massimiliano,

Ability to add mailboxes to the system can be limited through the "System Designer" -> "Object permissions" -> "Mailbox synchronization settings".

This way you can temporarily or permanently limit the ability to add mailboxes to the system for a specific user or role. 



Also, if you are using one of the latest versions of a system you can do the following:

1) Add all the mailboxes under one system user, for example under Supervisor.

2) Supervisor user can perform all the needed settings for the mailboxes, for example from which folder exactly emails should be synchronized.  

3) After that Supervisor user will set up the access rights for the mailbox ("Allow Shared access" setting in the mailboxes settings). 

This way user will be able to work with emails, but will not be able to apply changes to it's settings themselves.

Best regards,

Anastasiia

Anastasiia Zhuravel,

I tried giving object permissions only to system administrators but my test user is still able to add a mailbox: the UI reports a javascript error and the mailbox creation doesn't complete (see image below), but it's not what I expected.

Is there something I'm missing or that object permission doesn't work as expected?

Thanks

Hello Massimiliano,

This is the correct behaviour. There will be no notification about missing access rights, only the loading screen, but the user will not be able to add the mailbox. There is already a request created for our R&D team to add a meaningful notification for users, it will be implemented in future releases. I have assigned your request to the project in order to increase its priority. As for now, the solution described by Anastasiia is the only option.

Best regards,

Anastasiia

 Hello Autumn,



The issue takes place because the action 'Reply all' does not bind the email to the case.

Please, see the screenshots below for clarity.

If it is necessary to keep an email thread, the Case number needs to be entered manually.

If an email can be sent without a running list of all the succeeding replies starting with the original email, one can be sent from the Case page directly.

In this case, an email will be automatically linked to the case. 

The 'Reply all with template' feature, which allows to reply directly from the Case page, automatically binding to the case and to keep the email thread.

Please note, that Apart from the listed options, you can set up automatic email binding to any section record in the system. Such functionality is available in the ‘Rules' for connecting emails to system sections’ lookup, where you can create your own rules for connecting emails to sections. 

Best regards,

Bogdan

Hello Bhoobalan,

Please send the email with the same description and subject to our support mailbox (support@creatio.com), so we will be able to check this request with more details.

Additionally please attach the logs for the day when the issue appeared (here is the example of the path where the log can be found: C:\Windows\Temp\Creatio\your_site) and screenshots from the web browser developer console and network tab for the moment when you try to run the "Synchronize email" operation. Also please add the screenshots of the mailbox configurations (for bhoobalan@live.com and bhoobalan007@gmail.com mailboxes).

Thank you in advance.

Best regards,

Roman

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.

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  

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.

 



​​​​​​​

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.

Dear Mark,

The required functionality can be implemented through development. In order to do it please use the “Script task” business process element. Please find more information about the element in the article by the link below:

https://academy.creatio.com/documents/technic-bpms/7-15/script-task-process-element

In order to implement the functionality it is necessary to do the following: for each employee select all the activities, where he is the owner and create the body of the email. Then send the emails to every employee using the “EmailSendService” service. In order to cycle through all employees it is necessary that they all belong to the same group. Please find additional information in the articles by the links below:

https://community.creatio.com/questions/business-process-script-task

https://community.creatio.com/questions/business-process-script-task

https://academy.creatio.com/documents/technic-sdk/7-15/entityschemaquery-class-adding-columns-query

If you have any further question, please contact technical support.

Best regards,

Norton