Hello,

Unfortunately, the logic of inserting an image through a macro into a letter template is not implemented in Creatio.

I am broadcasting your wish to the development team to consider the possibility of adding similar logic in future versions.

Hello,

for resolving this specific error you would need to give permission for operation by the code "CanManageLookups" in Operation permissions view in System designer. Not sure if users need more permissions to create templates but if its the only error occuring that could resolve it

Hello Julio,

At this moment full macros link will not work for tracking, but there is a workaround with a link+macro tail.

So at this point instead of [#Contact.UsrButtonProdID2#] you will proceed with https://www.implementos.cl/[#Contact.UsrButtonProdID2#]?bpmtrackid=4

The domain of the website will be the same for the recipients, but the content will be dynamic.

Thank you for bringing this issue to our attention. We will consider making this mechanism more user-friendly in future releases.

Best Regards,

Dan

Thanks to anticipate the solution Dan, I will document it also

It appears when Creatio “see“ where must be a URL, a non-URL string, as is the case of a macro, it “think” there aren't any URL to track, and didn’t add the tokens, to complement Dan comment, what I did to solve the problem:

* In images I introduce, on the image address, the first part of the image URL “https://images.ClientWebStore.com/” and add the field using macro to complete the URL with the specific image address, getting something like this in the Image URL: https://images.ClientWebStore.com/[#Contact.UsrImgProdID2#], in the UsrImgProdID2 field I have the rest of the URL, like this "img/1000/HERCAR0005-1.jpg"
 
* For the Product, in Link to Open add “https://www.ClientWebStore.com/” and later the rest of the product URL from the macro, resulting value getting something like this https://www.ClientWebStore.com/[#Contact.UsrButtonProdID2#]  and works as is expected, Creatio add all the expected tokens. In the UsrButtonProdID2 field I have the rest of the URL to open the product page in the store, like "inicio/productos/ficha/gata-hidraulica-32-toneladas-HERCAR0005"

IT WORKS! thank you very much!

Dear Julio,

Unfortunately, it is not possible to insert information from details into macros. One account can have many records in the detail and the macro can only use one record. 

The "Connected objects" list displays only the objects that are present as columns in Contacts\Account.



We already have a task registered for our R&D to implement such functionality in future updates.

Sorry for the inconvenience.

Thanks Pavlo, would be great to have the possibility to add a detail of Recommended Products, to contact, in the email, for example.

Hello Julio,

SalesUp has a marketplace add-on that might work for your needs. See https://marketplace.creatio.com/app/salesup-enhanced-template-macros-cr…

Ryan

Ryan Farley,

Thanks Ryan, I'll try it!

Regards

Julio

Ryan Farley,

Sorry, I didn't see your previous reply :-(

Thanks Ryan, I told with SalesUp guys, and they confirm me, specifically what we need is not possible with the app, as they answers me: " The main function of our solution is to use data, taken from details (tables, lists...) to create templates with the help of macros. "

Dear Oleksii,

Thanks for reaching out.

Could you please provide us an example of macros you are trying to insert into your email template?

Thanks in advance. 

Best regards,

Anastasiia

Anastasiia Marushenko,

namespace Terrasoft.Configuration
{
	using System;
	using Terrasoft;
	using Terrasoft.Common;
	using Terrasoft.Core;
	using Terrasoft.Core.Entities;
	using Terrasoft.Core.DB;
	using Newtonsoft.Json;
 
	public class NewEmailMacros : IMacrosInvokable
    {
        public UserConnection UserConnection {
            get;
            set;
        }
        public string GetMacrosValue(object arguments) {
//        	var sjson = JsonConvert.SerializeObject(arguments);
//        	var templ = new {Key = String.Empty, Value = String.Empty};
        	var currencyId = "c1057119-53e6-df11-971b-001d60e938c6";
        	var esq = new EntitySchemaQuery(UserConnection.EntitySchemaManager, “Object"); 
            var colCode = esq.AddColumn("Column1"); 
            var colPercentage = esq.AddColumn("Column2"); 
            var colCurrency = esq.AddColumn("Column3");
            var colType = esq.AddColumn("Column4");
            var colDate = esq.AddColumn("Column5");
	        var colDay = esq.AddColumn("Column6"); 
          	var CurrencyFilter = esq.CreateFilterWithParameters(
    		FilterComparisonType.Equal, "Column3.Id", currencyId); 
	          esq.Filters.Add(CurrencyFilter);
           EntityCollection entities = esq.GetEntityCollection(UserConnection);
 var html = "<table><tr><td>Percentage</td><td><th>Code</th></td><td>Currency</td><td>Type</td><td>Date</td><td>Day</td></tr&gt";
            foreach (Entity entity in entities) {
 	          	html += "<tr>";
 	          	html += "<td>" + entity.GetColumnValue(colPercentage.Name).ToString() + "</td>";
            	html += "<td>" + entity.GetColumnValue(colCode.Name).ToString() + "</td>";
     	      	html += "<td>" + entity.GetColumnValue(colCurrency.Name).ToString() + "</td>";
      	     	html += "<td>" + entity.GetColumnValue(colType.Name).ToString() + "</td>";
         	  	html += "<td>" + entity.GetColumnValue(colDate.Name).ToString() + "</td>";
				html += "<td>" + entity.GetColumnValue(colDay.Name).ToString() + "</td>";
            	html += "</tr>";
            }
				html += "</table>";
            	return html;
        }
    }
}

Anastasiia Marushenko,

I dont know why it kept changing the code, and adding the amp*

html += "</table>";

 

Oleksii Protsiuk,

Hello,

&amp;lt; means that there should've been < in the code. I believe there is an issue with the html code translation in your template. You need to replace:

&amp;lt; with <

&amp;gt; with >

&amp;gt with > either

using Notepad++ replacement for example (I've modified the code you sent using this text editor). As a result I received a correct code, but after that the HTML should be checked. This can be done via the tests in Visual Studio and receivig the HTML code result and verifying it for example here. You can use some test values instead of entity.GetColumnValue(colPercentage.Name).ToString() to verify the code.

Oleg Drobina,

Thank you very much!

That helped.

You can use the Enhanced template macros for Creatio app from Marketplace.

You won't need to write additional code.

https://marketplace.creatio.com/app/enhanced-template-macros-creatio

Hi Jose,

Unfortunately, of now, there is no such functionality, but our R&D already has plans to implement it in future versions of Creatio!

As a workaround you can add a macro handler into the template:

https://academy.creatio.com/docs/developer/application_components/email…

Hello Evie,

What do you mean by "opens up an email client"? Do you want to create a similar button to the base one but in the template itself? 

Dmytro Vovchenko,

Hiya,



Yes, that's it – by email client I mean whatever the end user has on their desktop for opening emails. I want the button to act as a forward button as you have shown, so that when they click it it opens their emails automatically. Do you know if that can be done?



Thanks!

Evie Cobbin,

Please take a look at this conversation, I believe this is exactly what you need.

Dmytro Vovchenko,

Hiya,



Thanks for your help but I found the conversation in the link a bit confusing to be honest. I'm wondering if there is a bit of a simpler way to do it?



Thanks,

Evie

Hello Suman,

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.



I informed our R&D department about this case so they could consider enhancing the following functionality in the upcoming releases.



Best regards,

Bogdan