Hi Fulgen,



1. You can set us a default value for an 'Assignee' column of your object. Here is the example :



However, the object should be in the Custom package. You will not be able to set default values for the base objects.



2. The name of the business process which involved in registering cases from incoming email is Incoming email registration process



Best regards,

Bogdan

Thank you Bogdan, I need only to set default assignee for new cases registered from incoming email not the default assignee in general. Is there an OOB set up for this?

Hello,

It is not possible to disable contact creation. However, you can setup autofill of landing page fields that will help to avoid he duplicate contact records creation 

https://academy.creatio.com/docs/user/crm_tools/landing_pages_and_web_f…

Regards,

Dean

dean parrett,

Thanks for the response!



When the same case is created through email the following business process is triggered "Incoming email registration process"  where only the case got created (No contact creation).



What runs to create a Case in Creatio CRM site via the Landing page? and What triggers to create a contact when a case is created?





Regrads,

Bhoobalan Palanivelu.

Hello,

This logic is hardcoded and cannot be disabled without changing the records creation from web forms. It doesn't have anything in common with cases creation from emails. The above article is the solution to any web forms that may create duplicate records.

Regards,

Dean

Hello Bhoonalan, 



Please enable Features CasesOnlyRespondToSender  and SendOnlyToContactEmail .  For MSSQL, use following script:



DECLARE @featureCode varchar(max) = 'Feature code',

 @featureId uniqueidentifier;

set @featureId = (select top 1 Id from Feature where Code = @featureCode);

IF @featureId is null

BEGIN

 insert into Feature

  (Name, Code)

 values

  (@featureCode, @featureCode);

 set @featureId = (select top 1 Id from Feature where Code = @featureCode);

END;

delete from AdminUnitFeatureState where FeatureId = @featureId;

insert into AdminUnitFeatureState

 (SysAdminUnitId, FeatureState, FeatureId)

values

 ('A29A3BA5-4B0D-DE11-9A51-005056C00008', 1, @featureId);



This script enables the feature , or creates the feature if it's not created on your instance 



Also, please enable sysSetting AutoNotifyOnlyContact.



Best Regards,

Yurii.

Yurii Sokil,

Thanks for the response!



I ran this query but I couldn't find the following two codes casesOnlyRespondToSender  and SendOnlyToContactEmail  in Feature table & AdminUnitFeatureState.



Kindly help me with where can I find the mentioned field values?

1.CasesOnlyRespondToSender  

2.SendOnlyToContactEmail  

Dear Bhoobalan, 



If you cannot find this codes, it means that the record for that feature doesn't exist in the Feature Table. 

Using the query i provided you can update the feature if it exists, or create it if it doesn't. So in your case the query will look like this(i'll only show the relevant piece of code, please use the full query mentioned above) : 



DECLARE @featureCode varchar(max) = 'casesOnlyRespondToSender',

.........

DECLARE @featureCode varchar(max) = 'SendOnlyToContactEmail ',

 ...........



Best regards,

Yurii.

 



​​​​​​​

Yurii Sokil,

Great, Appreciate your assistance!



This helps and also can you please help me with reverting the changes to the previous or existing ones.

Dear Mitch,

You can set the activities on the DCM and make them required. Thus, the users will not be able to close a case.

Regards,

Dean

Hello Amritha!

Thank you for your question!

Please be advised that in order for the Macros to be executed as intended you may try adding a custom Macro to the HTML code of the [ HTML ] element of the Email template. You may find more information on it here: 

https://academy.creatio.com/docs/user/marketing_tools/email_marketing/e…

In addition, I would recommend checking if the Macros was set up accordingly to these Academy Articles below:

1. https://academy.creatio.com/docs/user/marketing_tools/email_marketing/e…

2.

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

3.

https://academy.creatio.com/docs/user/bpm_tools/business_process_setup/…

In case you would want to add a Macro Handler you may find information on this subject here:

https://academy.creatio.com/docs/developer/front-end_development/creati…

Hope this would be useful!

Please do not hesitate to contact the Creatio Support team in case you have additional questions!

Regards,

Danyil

Dear Mitch, 



There are a few ways of getting subscribed to the case feed:

- If the user creates a record;

- If the user posts a message to the feed;

- If the user set as assignee to the case. 

- If the user subscribed to follow the feed manually in the action panel; 



This information will be added to our academy soon. 



Kind regards,

Roman

Roman Brown,

Thank you Roman. That is what I was looking for.

Dear Mitch,

Unfortunately, it cannot be done since email templates do not have required architecture for storing attachments. As a workaround, you can use this application: https://marketplace.creatio.com/template/send-email-attachments

Best regards,

Angela 

Hello Massimiliano, 



As an option, you can use a Category field for this purpose. 

You can specify names of mailboxes in this field by editing "Case categories" lookup. 

Please follow this academy article to find information on how to create a connection between Case Category and Mailbox the case has been registered from. 



Kind regards,

Roman