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Can I add an MS Teams meeting link to a bulk email? Should I add the meeting link before it is accepted? 

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Hello!

Yes, you can do it. You can add any kind of links to Bulk Email. Sometimes, when system adds additional tracking parameters to the original link, the link to Teams may stop working, so to avoid this, we recommend using a third-party service that will create a redirect link to the original meeting link and add this redirect link to the template. 

Best regards,
Anton

Do you have any recommendations for a third-party service that I could use? 

Felecia Harris,

We don't have any official recommendations or partners to recommend. 

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Hi,

 

I would like to set up a few notifications:

First one - when the below workflow is changed that a notification is sent:Second one - when feed's are updated that a notification is sent

 

What is the best way to approach this?

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Hello!

You can configure business processes to listen for changes on the specified objects:
1. The first process will listen for changes in the object's stage.
2. The second process will check if a message has been added to the related feed channel ((determining the necessary ID code of the feed object).

You can create the notification using the following parameters:

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Hi, 

 

Please help, I need to notify final user some task he trigger is working.

 

For example, on a page, a user clicks on a button to do something, the button executes a process and I want to inform the client that it is processing what the process does.... 

 

Some ideas?

 

Thanks in advance

 

Kind regards

Julio

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I do this often and it works great. You'd need to:

  1. Send a message from the process to the front end. See https://customerfx.com/article/how-to-refresh-a-page-from-a-process-in-…
  2. Have some code somewhere that listens for the message. See https://customerfx.com/article/receiving-server-side-messages-in-a-crea…
  3. Then display the toast message. See https://customerfx.com/article/displaying-toast-message-popups-from-cre…

 

I've typically done this by making a generic process I can use as a subprocess. It sends the message to the client. Then I make a generic script loaded from MainShell or MainHeaderSchema that listens for the message and displays the toast. It makes it simple and generic to use and works on any page.

 

Ryan

I do this often and it works great. You'd need to:

  1. Send a message from the process to the front end. See https://customerfx.com/article/how-to-refresh-a-page-from-a-process-in-…
  2. Have some code somewhere that listens for the message. See https://customerfx.com/article/receiving-server-side-messages-in-a-crea…
  3. Then display the toast message. See https://customerfx.com/article/displaying-toast-message-popups-from-cre…

 

I've typically done this by making a generic process I can use as a subprocess. It sends the message to the client. Then I make a generic script loaded from MainShell or MainHeaderSchema that listens for the message and displays the toast. It makes it simple and generic to use and works on any page.

 

Ryan

Ryan Farley,

 

How do you go about creating a generic script that loads in the MainShell or MainHeaderSchema in Freedom UI? It hasn't seemed to work when I've tried it.

Harvey Adcock,

You need to add a feature to enable creating replacing schemas for angular modules such as MainShell. See this thread: https://community.creatio.com/questions/how-create-replacing-schema-freedom-ui-basepagetemplate

Ryan

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Hello,

 

is it possible to configure Homepage (in Freedom UI style) on Portal instead of "Portal Main page" (Dashboard in Classic UI style)

 

Thank you!

Vladimir

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Yes. The selection of the homepage is hidden for portal workspaces but you can still add it manually to the SysWorkplace record. Create a Freedom UI homepage, then you'll have to update the SysWorkplace for the portal to add the HomePageUId of the dashboard page.

Ryan

Yes. The selection of the homepage is hidden for portal workspaces but you can still add it manually to the SysWorkplace record. Create a Freedom UI homepage, then you'll have to update the SysWorkplace for the portal to add the HomePageUId of the dashboard page.

Ryan

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