We have "Lead Managers" working on outreach to Leads. At given points in the process they need to send templated emails with details to the lead and the salesperson. However, we only want them to access the templates specific to their division and role. Is there a way to restrict the lead manager's access to specific templates?
One more question is it possible to apply styles to the Social message? Message itself is created through the business process? I would like to mark Case status in bold or highlight it somehow.
Unfortunately, it is not possible to achieve this in the current version of the application.
We have a task for our R&D team to have an option to display an empty string instead of the macros code on the yellow background so it will be added in future updates.
Really disappointing that a basic problem like that that has been solved by other products for years was missed here. This can make using email templates completely unreliable.
Thanks for the reply. Is there a comprehensive list of what does not work and what is in the backlog on being worked on?
Try navigating to the Email Templates section under the Studio Workspace. Maybe you don't have the new Email Designer? Marketing licences may be required for this? What Creatio version do you use?
We use the latest cloud version, I created the templates in Studio but we do not have the marketing module. Dynamic content should work however, these are basic user follow up emails and this issue should not even exist in 2022. Our users will need to review and delete these empty fields which is inefficient and disappointing.
Or anyone at Creatio who can help with this... clearly there is a function #deleteifempty# which is included in one of your base sample templates, "Template for new invoice approval notification (US)".
I need someone to explain how this works, I tried the code in HTML and it did not work, instructions please!!!
Create an instance of your Example class and call the Execute method in the script task. For example study how the CreateReminding method is called in the "Push notification" script task of the OOB "Push expired licenses notification" business process.
But when I run the business process this is the error I am getting :
System.IO.FileNotFoundException: Could not load file or assembly 'Microsoft.Threading.Tasks, Version=1.0.12.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a' or one of its dependencies. The system cannot find the file specified
Most probably you haven't added Terrasoft.Configuration namespace as a using in your process as well as System.Threading.Tasks. Additionally to it I cannot see creating an instance of the Example class in your script task code.
From the day I have started development on one of the trial instance I have set "Current package" system setting to my package, but I see after some time objects started reflecting in custom package.
I want ask :
1. Is there any other system setting (other than "Current Package" ) which is required to change ?
2. Is this the reason that If there are more than one users (system admin) involved in development.
Please tell me what could be the possible reason ? And does it create any major issue during data binding?
Thank you for you response, related to point number 2, I want to ask
that whenever we create our custom package (VirtuosRefac_version_1) then by default it is marked as locked (please see the below image) then how to unclock it?
I have a business scenario where let's say a user will first filter records for export(let's say export to excel) and if the records are more than 50 then before exporting the records user requires an approval from the department admin over email, Once the user receive an approval over email then only he/she will be able to export those records from system.
Note : Email for approval can be sent from the system, but approval email received will not come into the system.
Please suggest you solution how we can achieve this in Creatio.
This task can be achieved using the following scenario:
1) Create two boolean columns in the "System administration object" (SysAdminUnit) object. One of them will be called "Was approval sent?" the second will be "Was approved?"
2) The preparation method that is called when clicking the export to excel action is called exportToExcel and located in the BaseDataView module that then calls the exportToExcel method from the GridUtilitiesV2 that then calls exportToExcelFile method from the DataUtilities module (all according to the call stack of calls, you can debug it on your end).
You need to add additional check if the "Was approved?" and "Was approval sent?" booleans are checked for the user that initiated the export. To get the current user info you can use the user session (can be received using Terrasoft.sessionId) and then you can perform an ESQ select query to SysUserSession object to get the UserId and then perform another ESQ select query to get information from the SysAdminUnit object directly (we are interested in two boolean columns and the SysAdminUnit Id column value).
3) If the "Was approved?" and "Was approval sent?" booleans are not checked then you need to trigger a business process that will send an email (using ProcessModuleUtilities). You need to pass the SysAdminUnit Id column value as a parameter of this process and use it inside the process to form a link to either Reject and Approve "Call to action" buttons.
4) To either approve or reject the possibility of export an email with two options "Approve" and "Reject" should be sent. The link should lead you to the webservice on the Creatio side. This webservice should update the specific SysAdminUnit record with an Id that will be passed as a parameter to this webservice (and the parameter will be specified as a part of the link).
As for the link itself it can be formed as a text parameter (based on the Id passed from the UI using ProcessModuleUtilities) and passed to the HTML body of the custom template in the "Send email" element as:
Before sending an email the "Was approval sent?" checkbox should be checked for the SysAdminUnit record (using modify data for example).
5) The webservice will update the boolean columns "Was approved?" and "Was approval sent?" using the following scenario:
5.1) If the approval was rejected - uncheck both "Was approved?" and "Was approval sent?" checkboxes for the user
5.2) If the approval was approved - check the "Was approved?" boolean and uncheck the "Was approval sent?".
6) On the section module also add additional check for both boolean columns (as in step 2): if the "Was approved?" is checked and the number of exported items is greater than 50 - permit the export and uncheck the "Was approved?" checkbox for the user.
Please study the scenario I described above and use it when implementing the logic on your end.
How to hide page from the "New" button. I need page itself and I don't want to deactivate or delete it. Just need to hide it from the button so users are not able to register new requests using that page.
The same questions were asked on the community previously and you can find those questions here, here, here, and here. Please refer to those articles so to be able to hide a button.
I have created two custom attachment Detail [ Attach claims & Attach Documents], and linked them with the section but getting error when opening the record page please see the below screenshot
Also if you see layout of "Drag file here" in case of custom attachment detail is not looking good. Is there a way to remove that ?
Unfortunately, the system does not provide the ability to display two details on the same page.
We have conveyed your wishes to the product analysts, they will consider the possibility of implementing functionality for you in the next releases of the product.
Please help me to find out where are activity reminders stored in the database?
I mean this kind of reminders -> – activity reminders created for you when you are the owner or the author of the activity.
I was searching in the "Reminding" table by "SourceId" column (passing here Activity Id), but nothing was found. In the notification panel reminder appeared. Any suggestions?
Sharing a little lifehack on how to track the record in the database:
1) When switching to the "Activity reminders" tab you need to have the developer console opened in the "Network" tab.
2) You need to track all the "SelectQuery" requests that were sent after the switch to the "Activity reminders" (the request is the only one in our case):
3) Click on this request, go to it's payload and find the value for the "rootSchenaName" key:
So the table we are interested in is "Reminding".
4) Create some reminding in any activity that has no reminding (for example specify the value for the "Remind to owner date" column as current time minus 15 minutes). This action will create a new record in the "Reminding" table.
5) Go to the database and execute this query:
--MSSQL
SELECT
TOP 1*
FROM
Reminding
ORDER BY
CreatedOn DESC
--PostgreSQL
SELECT
*
FROM
"Reminding"
LIMIT 1;
As a result you will find a newly created record:
Now you can easily track column references:
1) Activity Id from which you've initialized the reminding is stored in the SubjectId column;
2) The reference to the schema of the "Activity" (meaning that the reminding was created for the record in the "Activity" section) is stored in the SysEntitySchemaId column that references SysSchema table (UId column);
3) SourceId column defines if the reminding was initialized either for owner or reporter (RemindingSource table reference);
4) Description column stores the subject of an activity for which the reminder was generated.
Try this approach on your side and you will be able to easily track database tables in which data from any section/detail/tab is stored.
Sharing a little lifehack on how to track the record in the database:
1) When switching to the "Activity reminders" tab you need to have the developer console opened in the "Network" tab.
2) You need to track all the "SelectQuery" requests that were sent after the switch to the "Activity reminders" (the request is the only one in our case):
3) Click on this request, go to it's payload and find the value for the "rootSchenaName" key:
So the table we are interested in is "Reminding".
4) Create some reminding in any activity that has no reminding (for example specify the value for the "Remind to owner date" column as current time minus 15 minutes). This action will create a new record in the "Reminding" table.
5) Go to the database and execute this query:
--MSSQL
SELECT
TOP 1*
FROM
Reminding
ORDER BY
CreatedOn DESC
--PostgreSQL
SELECT
*
FROM
"Reminding"
LIMIT 1;
As a result you will find a newly created record:
Now you can easily track column references:
1) Activity Id from which you've initialized the reminding is stored in the SubjectId column;
2) The reference to the schema of the "Activity" (meaning that the reminding was created for the record in the "Activity" section) is stored in the SysEntitySchemaId column that references SysSchema table (UId column);
3) SourceId column defines if the reminding was initialized either for owner or reporter (RemindingSource table reference);
4) Description column stores the subject of an activity for which the reminder was generated.
Try this approach on your side and you will be able to easily track database tables in which data from any section/detail/tab is stored.
– activity reminders created for you when you are the owner or the author of the activity.
3) Click on this request, go to it's payload and find the value for the "rootSchenaName" key:
