I have a set of email templates I would like to use to respond to clients. When I set a Macro Source to create Custom Fields from, the message template then disappears from the list of available templates to use. This is regardless of if I use a custom data source, or an OOTB one like Accounts or Contacts
I am developing a custom button with the remote module. I created and deployed the component using the clio tool. When I click on the button, I want to get the object context where this button is placed.
For example: if the button is used in the Contact form page then I want to access contact record...MoreLess
I need to create email templates that will autofill data from a "Potential Renters" table based on a match with the sender's email address as a primary key. Then I would like to select the corresponding values in the "Name", "Property", "Unit" columns.
Based on the documentation. I keep receiving an error that IMacrosInvokable can not be found. From another post, it seems like IMacrosInvokable is only available for macros in Creatio Service.
i have a use case where i have to load thousand of records in a object and process them as fast as possible. I've built a trial app with an object "staging" where i load the records and one process "elaborate_record" triggered by signal "record inserted in staging". This process has a wait so i...MoreLess
probably a very silly question, however, I want users to be able to email Invoices as a PDF attachment to clients for payment through Creatio. Is there a simple one-step solution, other than generating a printable, saving the printable on the computer and then attaching it to an email?
Has anyone build a custom business process for this or is there a simple functionality that I'm missing?
