I've set up an email box to generate cases, but it is not assigning category/sub-category.
I'm working on a business process to re-assign email generated cases to the proper Cat/sub-cat. I want to pull the first word after [EXTERNAL] from the email to use as a match to proper Category. Sub-category can be a static lookup value for this use-case.
For example with a subject line of "[EXTERNAL]Chicago - Assistance needed" I want to just extract Chicago, then use a BP to do a Modify Values: Category = extracted text.
If you need to select the topic and subtopic based on context, I recommend using ML models. These models can either determine an exact match based on the email content or provide an approximate selection based on client-provided data.
Hello. We wanted to send two trigger emails to our audience. See below.
The flow logic is that when the "Version 1 - 1st Send" email is sent, those who open it exit the campaign. The filter logic for this condition is as follows:
If the response is "Not Opened" then they are moved to a timer of 03/12 to recieve a second send. The logic for this process is here:
The question here is regarding the "result" section of the filtering process. Does this play a factor in my logic displayed above, and what's the best way to adjust this (if any)? Thanks in advance, everyone. :)
"What is the result" section may further refine the results, but, if you are already filtering your audience using "Which conditions must the contacts meet to transition to the next step", this itself should be sufficient.
Seeing your filter presets, I would additionally advise to make sure that participants responses that are != Open are reviewed. If you leave it as is - this may include Delivered emails that have not been opened yet.
You may check out this article for additional information on delivery status and double-check the contents of "Response of participant in Bulk email" (BulkEmailResponse) to make sure you narrow down the responses according to your need.
Hi; I prepare the migration from version 7.17 to 8.2.1 I create local environment and link it to github repository. When i compile the application all connected projects rebuild and go to repository I try to remove them by .gitignore but it doesn't work
I do not understand much from your post, but we recommend putting a repository in Terrasoft.Configuration/Pkg and add unnecessary packages to .gitignore. Here is an example of .gitignore:
# DocProject is a documentation generator add-in DocProject/buildhelp/ DocProject/Help/*.HxT DocProject/Help/*.HxC DocProject/Help/*.hhc DocProject/Help/*.hhk DocProject/Help/*.hhp DocProject/Help/Html2 DocProject/Help/html
# Click-Once directory publish/
# Publish Web Output *.[Pp]ublish.xml *.azurePubxml # Note: Comment the next line if you want to checkin your web deploy settings, # but database connection strings (with potential passwords) will be unencrypted *.pubxml *.publishproj
# Microsoft Azure Web App publish settings. Comment the next line if you want to # checkin your Azure Web App publish settings, but sensitive information contained # in these scripts will be unencrypted PublishScripts/
# NuGet Packages *.nupkg # NuGet Symbol Packages *.snupkg # The packages folder can be ignored because of Package Restore **/[Pp]ackages/* # except build/, which is used as an MSBuild target. !**/[Pp]ackages/build/ # Uncomment if necessary however generally it will be regenerated when needed #!**/[Pp]ackages/repositories.config # NuGet v3's project.json files produces more ignorable files *.nuget.props *.nuget.targets
# Microsoft Azure Build Output csx/ *.build.csdef
# Microsoft Azure Emulator ecf/ rcf/
# Windows Store app package directories and files AppPackages/ BundleArtifacts/ Package.StoreAssociation.xml _pkginfo.txt *.appx *.appxbundle *.appxupload
# Visual Studio cache files # files ending in .cache can be ignored *.[Cc]ache # but keep track of directories ending in .cache !?*.[Cc]ache/
# Backup & report files from converting an old project file # to a newer Visual Studio version. Backup files are not needed, # because we have git ;-) _UpgradeReport_Files/ Backup*/ UpgradeLog*.XML UpgradeLog*.htm ServiceFabricBackup/ *.rptproj.bak
I created an application for the fast-track certification and exported it to my local machine. While making some additional changes, the entire application got deleted. I tried importing the application with the same prefix, but it's throwing numerous errors.
Please contact support team at support@creatio.com and provide more details of the issue along with an access to the site where it occurs to proceed with the investigation.
If your application is on version 8.2.1, you can resolve this issue with the following steps:
1) Unlock the package CrtNUI for hotfix. 2) Open SectionModuleV2 schema metadata 3) Delete the block with WebitelCtiProvider schema dependency (see screen below). 4) Lock the package CrtNUI back. 5) Compile system
If your version differs or the fix doesn't help, please contact Creatio support team.
Hello! I recommend checking the application logs, where the error details will be specified. This information can help resolve the generation issue further.
I'm facing an issue while trying to calculate the total expense amount for an Idea in Creatio using a business process. My process is triggered when an Idea Expense record is added, modified, or deleted. The goal is to sum all Expense Amounts related to an Idea and update the Idea Expenses Total Amount field in the Ideas object.
Data Structure:
Idea Expenses Total Amount is stored in the Ideas object.
Expense Amount is stored in the Idea Expenses object.
Current Setup:
Triggers:
Triggered when an expense record is added, modified, or deleted.
Read Related Idea (First Read Block):
Reads the Idea Expenses record where Id = Trigger-added.Unique identifier of record.
Retrieves the Related Idea field.
Read Idea (Second Read Block, SUM Calculation):
Reads all Idea Expenses related to the retrieved Related Idea.
Applies a SUM function on the Expense Amount field.
Modify Data (Final Step):
Updates the Idea Expenses Total Amount in the Ideas object.
Condition: Id = Read Related Idea.First item of resulting collection.Related Idea.
New Value: Read Idea.Function result (SUM of Expense Amount).
Issue Faced:
Error Message:"Parameter 'ResultFloatFunction' link depth exceeded."
Despite configuring the Read and Modify blocks correctly, the process keeps failing.
The Idea Expenses Total Amount field is visible on the Ideas list page, but not in the form (not sure if that affects calculations).
What I’ve Tried:
-Ensured all fields are of decimal type for calculations.
-Verified correct data references between Read and Modify steps.
-Confirmed that Idea Expenses Total Amount is available under the Ideas object, while ---Expense Amount is under the Idea Expenses object.
-Tried setting a static value (100) in the Modify Data step to check if the update works.
You can get an error "Parameter 'ParameterName' link depth exceeded." in case when there is a circular reference. For instance, parameter gets value from process element's field and in the process element there is a parameter in that field. When running, process tries to calculate field's value and gets into recursion.
Where are the logs of batch query calls stored in Creatio? I need to implement a notification logic that triggers every time a batch query is processed in Creatio.
