HOW CAN I MERGE A CASE, NOT A CONTAC A CASE.

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Greetings,



You should be able to merge cases via the action "Merge records" in the Case section.



Please make sure that you have Global Search functionality enabled in your environment for the deduplication and merge action to work properly.

You may find more information on our  Academy page here:

https://academy.creatio.com/docs/8-0/user/platform_basics/business_data…

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Hi

 

I have a working Printable which prints my quotes. However, the formatting of the numbers is not in thousand separators, so I therefore updated the Word mergefield values, but when outputting from Creatio, I get no merge values populated.This is what I have done so far:

  1. Created a new version of the Word doc template
  2. Toggled the field codes to display the full merge values
  3. Changed a field which has a large multi thousand number from the following (note: how I have removed \*MERGEFORMAT):
    1. {MERGEFIELD "Opportunity product.Total, amount" \*MERGEFORMAT }

      to
    2. {MERGEFIELD "Opportunity product.Total, amount" \# #,##0.00 }
  4. Uploaded to replace the working Printable
  5. Generated the quote

In the resulting word doc, the values for this field are missing.

I have also tried the following variations, with none working:

{MERGEFIELD "Opportunity product.Total, amount" \# "#,##0.00" }

{MERGEFIELD Opportunity product.Total, amount \# #,##0.00 }

 

Either I am missing something obvious or Creatio does not like this format override.

 

Any help is greatly appreciated.

 

thanks

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Hi, Mark

 

You can use a macro for these fields in your printable. For example: ColumnName[#NumberDigit|,#] 

More information at the link: https://academy.creatio.com/docs/developer/application_components/repor…

 

Unfortunately, there are no basic application tools to add commas between the digits. It can only be done with the help of the development process. In this community thread, you can find the example of such implementation https://community.creatio.com/questions/how-set-comma-separator-money-f….

 

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Hello,

 

How may I suppress merge fields in templates where there is no data. For example in the below, the Lead does not have data in Address 2.



Word reports easily accommodate this however, how may I handle this with email templates?

 

Using Studio/Sales vrs: 7.18.5.1500

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Hi Thomas,

 

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.

 

Best regards,

Max.

Max,

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?

You are able to do it. Basically, you create two different blocks.

One showing the row with the Address and one without.



Then use Rules & Dynamic content to show the appropriate Block for every Contact.

 

Perhaps this method only'll work for Bulk and Campaign Emails. I'm note 100% sure. But you can try!

Julius,

 

I appreciate your creativity here. I believe that using dynamic content requires the Marketing Module which we have yet to implement.



Tom 

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?

I think it'll work on 7.18.3 and newer

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.

 

I appreciate your knowledge and assistance.

 

 Tom

Max,

 

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!!!



Thomas Colby,

 

Were you able to find a solution? we are having the same requirement with no success to how it can be achieved.

 

Thanks,

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