Dear Oleksii,

Thanks for reaching out.

Could you please provide us an example of macros you are trying to insert into your email template?

Thanks in advance. 

Best regards,

Anastasiia

Anastasiia Marushenko,

namespace Terrasoft.Configuration
{
	using System;
	using Terrasoft;
	using Terrasoft.Common;
	using Terrasoft.Core;
	using Terrasoft.Core.Entities;
	using Terrasoft.Core.DB;
	using Newtonsoft.Json;
 
	public class NewEmailMacros : IMacrosInvokable
    {
        public UserConnection UserConnection {
            get;
            set;
        }
        public string GetMacrosValue(object arguments) {
//        	var sjson = JsonConvert.SerializeObject(arguments);
//        	var templ = new {Key = String.Empty, Value = String.Empty};
        	var currencyId = "c1057119-53e6-df11-971b-001d60e938c6";
        	var esq = new EntitySchemaQuery(UserConnection.EntitySchemaManager, “Object"); 
            var colCode = esq.AddColumn("Column1"); 
            var colPercentage = esq.AddColumn("Column2"); 
            var colCurrency = esq.AddColumn("Column3");
            var colType = esq.AddColumn("Column4");
            var colDate = esq.AddColumn("Column5");
	        var colDay = esq.AddColumn("Column6"); 
          	var CurrencyFilter = esq.CreateFilterWithParameters(
    		FilterComparisonType.Equal, "Column3.Id", currencyId); 
	          esq.Filters.Add(CurrencyFilter);
           EntityCollection entities = esq.GetEntityCollection(UserConnection);
 var html = "<table><tr><td>Percentage</td><td><th>Code</th></td><td>Currency</td><td>Type</td><td>Date</td><td>Day</td></tr&gt";
            foreach (Entity entity in entities) {
 	          	html += "<tr>";
 	          	html += "<td>" + entity.GetColumnValue(colPercentage.Name).ToString() + "</td>";
            	html += "<td>" + entity.GetColumnValue(colCode.Name).ToString() + "</td>";
     	      	html += "<td>" + entity.GetColumnValue(colCurrency.Name).ToString() + "</td>";
      	     	html += "<td>" + entity.GetColumnValue(colType.Name).ToString() + "</td>";
         	  	html += "<td>" + entity.GetColumnValue(colDate.Name).ToString() + "</td>";
				html += "<td>" + entity.GetColumnValue(colDay.Name).ToString() + "</td>";
            	html += "</tr>";
            }
				html += "</table>";
            	return html;
        }
    }
}

Anastasiia Marushenko,

I dont know why it kept changing the code, and adding the amp*

html += "</table>";

 

Oleksii Protsiuk,

Hello,

&amp;lt; means that there should've been < in the code. I believe there is an issue with the html code translation in your template. You need to replace:

&amp;lt; with <

&amp;gt; with >

&amp;gt with > either

using Notepad++ replacement for example (I've modified the code you sent using this text editor). As a result I received a correct code, but after that the HTML should be checked. This can be done via the tests in Visual Studio and receivig the HTML code result and verifying it for example here. You can use some test values instead of entity.GetColumnValue(colPercentage.Name).ToString() to verify the code.

Oleg Drobina,

Thank you very much!

That helped.

You can use the Enhanced template macros for Creatio app from Marketplace.

You won't need to write additional code.

https://marketplace.creatio.com/app/enhanced-template-macros-creatio

Hi Jose,

Unfortunately, of now, there is no such functionality, but our R&D already has plans to implement it in future versions of Creatio!

As a workaround you can add a macro handler into the template:

https://academy.creatio.com/docs/developer/application_components/email…

Hello Anitha,

Kindly contact our technical support team at support@creatio.com for us to take a closer look at the issue.

Thank you,

Anastasiia

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,

Hello Shivani,



Unfortunately, it is impossible to implement your business task, as for now.



But we have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.  



Best regards,

Bogdan

Bogdan,

Thank you Bogan. I was wondering if this could be replicated using OOTB Case feedback process which sends the satisfaction smilies. If we tried tot replicate this, would we require a SysPortal user license??

Dear Fulgen,

It’s possible to create a custom macros if there is no basic macros that would suit your business task. Please find the example of creating the custom macros in the article by the link below:

https://academy.creatio.com/documents/technic-sdk/7-16/how-create-macros-custom-report-word

Best regards,

Norton

I have an article with a sample here that is pretty close to what you're after, this custom macro will format money as $2,415.00 (based on the culture in the macro). You can see this article here https://customerfx.com/article/creating-custom-macros-to-format-values-in-word-printables-for-creatio-formerly-bpmonline/ You could use it as a starting point for yours and just replace the line

result = currency.ToString("C", new CultureInfo("en-US"));

to something like this

result = number.Format("{0:n}");

Ryan

Ryan Farley,

 Thanks Ryan, helps a lot!

Yes. You make different Blocks.

Then you show the Block that matches the recipients information.

One block is

Text1   [#UsrText2#] Text3

Next block is

Text1   Text2 Text3

Then you just set them up so either one or the other is used with conditions.

Dear Yuriy,

If this email is sent via business process it will be easier to just create several conditional flows based on record conditions and create a template for each condition. Since there is no option to set up dynamic HTML in the template this will be the best option.

Best regards,

Angela

Angela Reyes,

This is what I'm afraid of. We have a minimum of 2 conditions. They will give 4 different templates. If one more condition is added, there will be 8 templates and 8 flows. But we really need these lines separated by newline. Each optional string needs to have 2 Newlines. This is the desired result:

Text1
 
Text2(optional)
 
Text3
 
Text4(optional)
 
Text5

What I get currently:

Text1
 
Text2Text3
 
Text4Text5

Julius,

Thank you Julius, I didn't say, email is sent automatically with a business process.

Amazing!

Solved with <br/>

Hello,

You need to create a process parameter like on these screenshots https://prnt.sc/rqteet -> (here you need to specify "Formula" value) https://prnt.sc/rqtf1u and use this parameter as a macro in your email template https://prnt.sc/rqtfpg and https://prnt.sc/rqtfz1. As a result, email received will contain current date and time (at the moment of email sending).

Best regards,

Oscar

Hello,

Our developers are currently working to resolve this problem in all applications. I'd suggest you to approach our support team via support@creatio.com to get this issue fixed on your website. 

Best regards,

Dean

Hi Dean is there a resolution to this issue in the last 2 years? I am trying to make a macro in a template and cannot

Dear Heather,

Thank you for your question!

The website needs to be recompiled in order for the changes to be applied.

Hope this helps!

Thank you!

Danyil