Hello Petrika,

Please specify the Creatio product and version you are using so we can reproduce this issue.

King regards,

Ivan.

Hello Ivan,

Product Studio, Version 7.18

Petrika,



Hello Petrika!



The add-on does not support this functionality.

However, Creatio includes a similar functionality out-of-the-box since version 7.17.1.

I recommend using the standard "Send Email" element in business processes.

Hello,



Could you please elaborate on your question?

Do you mean email attachments? 



Best regards,

Bogdan

Hello Petrika,

Thank you for your question!

All files are stored as binary data in the "data" column of the object. Each one is stored in their own column, for example, 'ActivityFile'. As for the business process, the object can be processed with the Process File element. Please, refer to the article below for more information:

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

Thank you.

Kind regards,

Anastasiia

Hi Robert, 

We don't have practical examples of such implementation, but you can try to export the process as a file to attachments, that's seems to be the only way to achieve it. Probably it would be not much convenient to use, but there is no such out-of-the box option in the system.

Please share the result if you succeed cause it would be splendid tip for all of us!

Thanks!

Best Regards, 

Bogdan L.

Bogdan Lesyk,

Hi Bogdan,

thanks for the answer, but I fear I don't really understand it :)

What process should I export and what is meant by "as a file to attachments"?

Thanks,

Robert

Robert Pordes,

I mean you can upload the usual file/business process file (*.BPMN), where will be the approval process you wanted to set up. 

And user who wants to perform any actions with attachment should open the "Approval file" with some logic you've made. 

This file will also be in attachments.

That's what I mean and hopefully it's more clear now :)

Thanks!

Regards, 

Bogdan L.

Bogdan Lesyk,

HI Bogdan,

thanks again for the clarification!

However, I simply want to activate the out of the box approval mechanism as it is used in other sections, like the documents.

It looks like this in the section wizard:

I know that Attachments are details, and therefore are not shown in section wizard but detail wizard.

I thought that there is maybe a trick to enable the approval for this detail.

Thanks,

Robert

Hello Robert,

Hope you're doing well.

As for now, there is no such functionality. Our R&D department has been informed about this case so they could consider enhancing the following functionality in the upcoming releases.

Thank you for being interested in the Creatio application and for your ideas for further improvements!

Best regards,

Anastasiia

Hi Robert,



Here is our Creatio Marketplace add-on for the use case to download multiple files in one click.

https://marketplace.creatio.com/app/bulk-attachment-download-creatio



Best Regards,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

Hi Bhoobalan,

thanks for the link, but I have already solved it with a little bit of coding ;)

BR,

Robert

Can you please help us as we are having the same requirement? I tried to achieve this by using the application present on the marketplace but I am not able to download all the attachments present.

Thankyou

Hello,



In order to do it, it's necessary to add those two details on the Section through the Section wizard (in my case they were added to Account section). Once you save the changes, you will find the replacement of edit page schema in Configuration. Then it's necessary to add detail's schemas and filter methods to that schema. After saving the changes in the code, one of the detail would store all files and another one would store all the links.  In addition, it's important to add getDetailInfo method, which helps to prevent any issues that might take place when two details refer the same object. Here is the code for your reference:

details: /**SCHEMA_DETAILS*/{

            Files: {

                        schemaName: "FileDetailV2",

                        entitySchemaName: "AccountFile",

                        filter: {

                            masterColumn: "Id",

                            detailColumn: "Account"

                        },

                        filterMethod: "fileDetailFilter"

            },

            SchemaLink: {

                        schemaName: "FileDetailV2",

                        entitySchemaName: "AccountFile",

                        filter: {

                            masterColumn: "Id",

                            detailColumn: "Account"

                        },

                        filterMethod: "linkDetailFilter"

            }

        }/**SCHEMA_DETAILS*/

        methods: {

            init: function() {

                        this.callParent(arguments);

                        this.getDetailInfo();

            },

            

            getDetailInfo: function() {

                

                      var detailInfo = this.callParent(arguments);

                      detailInfo.detailElementsPrefix = Terrasoft.generateGUID();

                      return detailInfo;

            },

            

            fileDetailFilter: function() {

                

                        var filterGroup = new this.Terrasoft.createFilterGroup();

                        filterGroup.add("AccountFile", this.Terrasoft.createColumnFilterWithParameter(

                                this.Terrasoft.ComparisonType.EQUAL, "Type", "529BC2F8-0EE0-DF11-971B-001D60E938C6"));

                        return filterGroup;

            },

            

            linkDetailFilter: function() {

                

                        var filterGroup = new this.Terrasoft.createFilterGroup();

                        filterGroup.add("AccountFile", this.Terrasoft.createColumnFilterWithParameter(

                                this.Terrasoft.ComparisonType.EQUAL, "Type", "539BC2F8-0EE0-DF11-971B-001D60E938C6"));

                        return filterGroup;

            }

            

            

        },

Best Regards,

Tetiana Bakai

Dear Tiago, 



Can you please contact us via an email and provide us with a detailed information on this issue?

Cause it's hard to provide you with valuable recommendations without the details.



Kind regards,

Roman

Hi Team,  Wanted to check if there was a solution provided to the above query. As we are too facing the same issue as we are not able to view the attachments tab along with attachment detail and notes for the portal user [portal license]? where as for the normal user we have the attachment tab in the case section

Regards,

Mayan

Hello,

It is necessary to add portal users' role to the activity file object and add it to the 'List of objects available for portal users' lookup.

Regards,

Kirill

Kyrylo Iudin,

Thanks Kirill, have added the notes and "attachments and notes in case section" to the "List of objects available for portal users" but not sure what is portal users' role to the activity file object? can you please explain how to/where to add role to activity file object?

Hello Yosef,



Bulk/trigger emails are not supposed to have files attached to them since the email provider can reject sending this email. The only way to have a file (for example pdf file) being attached to an email if it is a trigger/bulk email - is to put this file as a link to a body of an email. Your file should be stored in some public storage that can be accessed by anyone and the link to it will be like this https://test_storage_system/$File/TestSheet.pdf. But if you put this link to the body of an email - recipients will get an error when opening it. So you need to use the OpenElement parameter at the end and make the link look like this

https://test_storage_system/$File/TestSheet.pdf?OpenElement. As a result, users will see opened pdf documents (which they can download after that) that can be accessed from your bulk/trigger email.



Best regards, 

Bogdan Sukhovoi

Hi Bhoobalan,

The only possible way I see here is to create a database trigger that would be triggered upon each user session start that would delete all records related to the system user rights from the SysAccountFileRight table (record permissions for the AccountFile object should be enabled for this table to appear in the database) (only for records that were created in the past day so not to provoke high SQL-server CPU consumption). Also please note that theoretically you should also add denying access rights for the system user in the SysAccountFileRight table for all the attachments created in the past two or one day.

Best regards.

Oscar

Oscar Dylan,

Thanks for the response.



Here, I would like to perform the delete operation only on the attachment record that I select which should be in the same session of a user when the attachment was added (not all records).

Also, I couldn't find the table SysAccountFileRight.



Note: Validation should be performed only with the click of delete.







Regards,

Bhoobalan P

Bhoobalan Palanivelu,

Please double-check my previous reply: record permissions for the AccountFile object should be enabled for this table to appear in the database.

The database trigger will do the task you need, there is no need to develop some client logic (also it will be a very difficult task to check the user session, compare it to the file creation date and then pass this information to the validator using the client logic).

Best regards,

Oscar

Bhoobalan Palanivelu,

Regarding the link between attachments & user sessions - 



I do not think there is a track between the Attachment record and the session it was created in. The closest you can get to it is use the CreatedOn timestamp from the Attachment table and read SysUserSession table for any sessions in that range.



Another thing to be kept in mind is that -  A user can create multiple sessions at a time and logging out only closes that specific session leaving the remaining sessions active. Additionally, physical act of logging out is different from user session expiry. Later can happen automatically as well without any user action.



So some kind of approximation/change in the logic you have mentioned will need to be done Eg 'No active user session exists with session start time < Attachment's createdOn time stamp' is possible to check. But there is no guarantee that the exact session used to add the attachment was closed - given a multi session scenario. 

Dear Raz,

Try to check the process by enabling trace and checking it in the executed process. Also, you can switch automatic sending to manual and check the recipient field in a created email. 

Best regards,

Angela

Angela Reyes,

Thank you

I'll check that

Hello Creatio team,

I've just tried to install add-on in Creatio 7.18.1 version (full-bundle) and I am getting below error when I try to use this element in the business process. 

Please check. Thank you in advance.

BR,

Jelena

Hello Jelena,

You can now send emails with attachments out of the box using 'Process file' and 'Send email' process elements.