attachments | Community Creatio

10:50 Feb 03, 2022

Hello Community!

I am using an Add-On, Send Email with Attachements from MarketPlace. When i try to Create an Activity (Email Connections) and then Save the Busines Process, the activity that I I created is not saved. Is there any Fix to this Bug ?

3 comments

Ivan Leontiev

17:27 Feb 04, 2022

Hello Petrika,

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

King regards,

Ivan.

Petrika Mele

15:03 Feb 07, 2022

Hello Ivan,

Product Studio, Version 7.18

Eugene Vorobiov

13:24 Apr 28, 2022

Petrika,

Hello Petrika!

The add-on does not support this functionality.

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

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Attachment encryption

User1997

15:25 Jan 27, 2022

Hello community,

Does Creatio offer a way to encrypt attachments?

1 comments

Bogdan

16:10 Jan 27, 2022

Hello,

Could you please elaborate on your question?

Do you mean email attachments?

Best regards,

Bogdan

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attachments

Business Process

Reading email attachments

Petrika Mele

12:45 Nov 23, 2021

Hello Community,

I would like to read incoming email attachments ( attachments are pdf files), in a business process.In which objects are they stored , and how to read the attachments to further process them.

Thanks in advance !

1 comments

Best reply

Anastasiia Lazurenko

16:09 Nov 23, 2021

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...MoreLess

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Approval in Attachments

Robert Pordes

19:41 Oct 11, 2021

Hi Community!

I want to add the approval process to the attachments in the contact section, but I can't find a way to enable it. Is this possible somehow?

Thanks and BR,

Robert

4 comments

Bogdan Lesyk

12:23 Oct 13, 2021

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...MoreLess

Robert Pordes

13:10 Oct 13, 2021

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...MoreLess

Bogdan Lesyk

13:17 Oct 13, 2021

Robert Pordes,

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

Robert Pordes

15:26 Oct 13, 2021

Bogdan Lesyk,

HI Bogdan,

thanks again for the clarification!

However, I simply want to activate the out of the box approval mechanism as i...MoreLess

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Download multiple attachments at once

Robert Pordes

16:07 Oct 07, 2021

Hi Community!

I have the requirement to let the users select multiple documents in the "attachment and notes"-tab and then download them all at once.

Is there a way to accomplish this?

Thanks and br,

Robert

4 comments

Anastasiia Lazurenko

00:09 Oct 08, 2021

Hello Robert,

Hope you're doing well.

As for now, there is no such functionality. Our R&D department has been informed about this cas...MoreLess

Bhoobalan Palanivelu

06:30 Oct 25, 2021

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...MoreLess

Robert Pordes

12:15 Oct 27, 2021

Bhoobalan Palanivelu,

Hi Bhoobalan,

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

BR,

Robert

Rahul

14:17 Apr 13, 2022

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...MoreLess

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attachments

How can I add two Attachment Details for a single Section

Imalsha Deshan Jayawardana

12:43 Jul 20, 2021

Hi All,

I have a requirement where I need to have two Attachments Details in a single section. Where I can store different documents without all mixing up in a single detail.

eg: I have to have "Attachment detail - A" with "Document A" and "Document B"

and I have to have another attachment detail "Attachment detail - B" with "Document C" and "Document D"

is it possible to have a functionality like that.

Any suggestions appreciated,

Thanks

Deshan

1 comments

Tetiana Bakai

12:02 Jul 22, 2021

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...MoreLess

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portal users

attachments

Sales_Creatio_enterprise_edition

7.17

Portal Users cannot access attachments

TiagoSousa

17:40 Jun 01, 2021

Hi Community,

I have some problems in Portal Users.

These users create several activities and put attachments in the same activities, but the problem is, the portal users cannot access these attachments and the rest of the users can.

Can you help me understand why the portal users are unable to see attachments?

Thanks,

Tiago Sousa

4 comments

Roman Brown

20:22 Jun 01, 2021

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...MoreLess

Amritha Mayan Gorky

12:56 Aug 22, 2022

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...MoreLess

Kyrylo Iudin

15:20 Aug 22, 2022

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

Amritha Mayan Gorky

08:17 Aug 23, 2022

Kyrylo Iudin,

Thanks Kirill, have added the notes and "attachments and notes in case section" to the "List of objects available for portal users"...MoreLess

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Bulk email with attachment

Yosef

18:55 Apr 27, 2021

Dear community,

Is it possible to add attachments to bulk emails?

If so, what's the correct way of doing this?

Any links or documentation is appreciated.

Kind regards,

Yosef

1 comments

Best reply

Bogdan

19:56 Apr 27, 2021

Hello Yosef,

Bulk/trigger emails are not supposed to have files attached to them since the email provider can reject sending this email. The...MoreLess

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FilesAndLinks

attachments

How to delete the attachment with Validation?

Bhoobalan Palanivelu

07:42 Apr 13, 2021

Hi Team,

I would like to perform validation before deleting an attachment in the "Attachment and Notes" detail in the Opportunity Section.

Validation Requirement:

Step 1: A User (ex., Supervisor) is logging in and adding an attachment to the Opportunity record.

Step 2: On click of delete,...MoreLess

4 comments

Oleg Drobina

16:00 Apr 13, 2021

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...MoreLess

Bhoobalan Palanivelu

12:21 Apr 15, 2021

Oscar Dylan,

Thanks for the response.

Here, I would like to perform the delete operation only on the attachment record that I select which...MoreLess

Oleg Drobina

12:28 Apr 15, 2021

Bhoobalan Palanivelu,

Please double-check my previous reply: record permissions for the AccountFile object should be enabled for this...MoreLess

M Shrikanth

12:27 May 06, 2021

Bhoobalan Palanivelu,

Regarding the link between attachments & user sessions -

I do not think there is a track between the Attachment...MoreLess

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attachments

Email_attachements

#sendemailelement

Send Email with Attachment Error

Raz Guille Rosman

08:49 Mar 11, 2021

Hi,

I'm working with the "Send Email with Attachment" element from the marketplace and I'm getting a strange error.

Terrasoft.Common.InvalidObjectStateException: Property "Recipient1" is missing in type "EmailTemplateUserTask".

at Terrasoft.Common.ReflectionUtilities.GetPropertyDescriptor(Object...MoreLess

4 comments

Best reply

Ivan Leontiev

17:35 Jul 30, 2021

Hello Jelena,

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

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Subscribe to attachments