We use Creatio to automatically send out emails to users based on certain triggers. There is typically 50-100 a day -- We then get many "out of office" responses back, which are unnecessary.
Is there a way to add to the email headers that Creatio generates? If we could add "X-Auto-Response-Suppress: All" to the header, we would eliminate most if not all "out of office" responses.
on freedom-ui, i would like to add a custom sidebar component, to handle phone calls notes. When a call is over, the sidebar would open to let the user enter some notes about it.
mmm, i cannot create clio workspace : "Error running command ClioSQL.createw: Command failed: clio createw . This is likely caused by the extension that contributes ClioSQL.createw."
I tried to reinstall .NET 8 / clio 8.0.1.32 / clio-explorer, but no luck :/
try running clio createw manually (via terminal in your project directory). If you get an error, the output will provide more details (e.g., missing parameters, authentication issues, or misconfiguration).
Hi there, here is a question I am not sure on how to set it up.
I want to add a user to our platform that can work with all the basic features but has limited access to our entire customer database. This means, he/she can only see the accounts and customers we put in a specified group.
How do I set this up? Or is there an example somewhere i can follow?
To achieve this setup—granting a user access to basic platform features while limiting visibility to only a specific group of customers—you can configure object permissions by system operations in Creatio.
Here’s a general outline of how you can do this:
Create a role for the user that includes access to the required basic features.
Use object operation permissions to restrict access to the “Account” and “Contact” objects.
Within those objects, configure record-level permissions so that the user role only has access to a defined group of customers/accounts.
You can achieve this by assigning access rights to specific records or groups (e.g., based on an attribute like owner, category, or tag).
This is a known issue related to base64-encoded images.
They aren't supported in most web email clients (including Gmail) and are completely blocked in Outlook. Apple Mail is one of the few clients that does support them. Such emails also influence the site's performance, as the email size becomes larger if it contains base64 images.
We have a few recommendations for you on how to avoid this behavior:
1. Increase the system setting (create it if it doesn't exist) for LargeSizeEmailValue and LargeSizeEmailValueInFreedomUI.
This is a known issue related to base64-encoded images.
They aren't supported in most web email clients (including Gmail) and are completely blocked in Outlook. Apple Mail is one of the few clients that does support them. Such emails also influence the site's performance, as the email size becomes larger if it contains base64 images.
We have a few recommendations for you on how to avoid this behavior:
1. Increase the system setting (create it if it doesn't exist) for LargeSizeEmailValue and LargeSizeEmailValueInFreedomUI.
We will follow your recommendation and host our images on external servers, this will also improve our deliverability.
I added the LargeSizeEmailValueInFreedomUI parameter to the system settings but now when I click on "see more" I have an error in the console (image attached) and the system does not show me more of the email.
Otherwise, could you please tell me how to enable the LargeEmailsInTimeline.DisableEmailPreviewLoader setting? I can't find it.
I am kind of new to this platform and currently working on a Demo environment. Already created an Application from the AI Generation tool, but would like to do some changes to it that are far from my knowledge.
Is there a way to ask AI to create or edit something? So I can after check what AI did and learn from it.
The error you're seeing indicates that the required system settings for Identity Server authorization have not been configured yet. To proceed, please ensure that the following system settings in Creatio are completed:
Identity server Url
Identity server client id
Identity server client secret
These values are typically configured by support team, as they relate to the integration with the external identity provider.
Could you please advise on how to filter the timeline using Advanced Filters?
My use case is to filter messages posted on the Account timeline via a folder on the Account list page. Additionally, I would like to know if it's possible to create a section that displays all Feed messages.
I’ve already tried searching for relevant keywords (such as social, message, channel) in the Advanced Filters on the Account section, but haven’t found anything related.
Firstly, maybe I will clarify that this is about a FUI configuration. What I am looking to do is just to filter the data entered as Feed messages. We will treat Feed similarly as Notes, but with an additional ability to upload attachments, so I'd like to be able to filter the data there on a higher (Account list page view) level.
Assuming what you're after is to see accounts with feed/timeline activity, for example, see which accounts have new activity this week. However, a filter like this will show accounts with activity/messages, not the activity/messages itself.
Feed messages are object SocialMessage (title: Message/comment), however, they don't have a direct lookup to accounts since they are generic for any entity (the record stores the account Id in a generic EntityId column, not a lookup to the account). This is why they don't show in the list of objects related to accounts. To use this object in this way, I typically create a view to directly relate account feed records to the account so it can be used in filters. Not sure if it's possible to use in an account filter without that.
Note, this would only account for Feed messages, however. If you want all timeline entries, that would come from several different sources (Case, Order, Opportunity, Activity, SysFile, etc)
Hi. I set 4 of our 200+ users' session timeout to 240 minutes. The system Default is 60. However, those 4 users are timing out at 60 minutes. See images below -- what am I missing? Thanks Rob
The value of the personal User session timeout is applied after the user's previous session ends if the value was changed during the user's active session.
Please make sure that the user's session has ended and check the session time of this user one more time.
So, do you mean the user needs to log out of Creatio for the new value to work?
If so, its not working as advertised then -- I have logged out many times since I changed it to 4 hours, and it still logs me out at 1 hour (system default). I have also rebooted.
