First of all, I've already set the Manager User using the Organization Roles Relation Manager, as shown in the image. In the Perform Task business process, it should be assigned to the Manager User. How can I do that?
In Creatio, the “Perform task” process element does not provide an out-of-the-box option to set the assignee dynamically based on a parameter like “manager of the current user / manager of a role relation”. The Assignee field in that element expects either a fixed user/role or a value that is already available in a process parameter.
That said, it is technically possible to implement this logic in the process:
Read the user you are starting from (e.g., the record owner, the current user, or another user stored in a process parameter).
Identify that user’s manager by querying the system tables, then store the manager in a process parameter (e.g., a “Manager user” parameter of type Contact/User).
Use that parameter as the assignee for the “Perform task” element.
To determine the manager based on the “Organization Roles Relation Manager” setup, you’ll need to query the SysAdminUnitInRole table and apply the correct filter:
The manager assignment is stored as a record where Source = 32 (this value indicates the “manager of the role relation” type of linkage).
The query logic should filter by the relevant user/role relationship and then select the corresponding manager user.
Once the manager user is retrieved and stored in a process parameter, you can assign the task to that parameter in the Perform task → Assignee field.
does anybody know if there is a solution to enable Power BI like functionality for Creatio reports? I mean the similar filtering directly on a report's page, tree-like filters, multichoice, percent calculation and etc.
I know about Power BI connector for Creatio, but our users request to have these capabilities directly in Creatio, because they want to analyze live data in real time.
I already set Manager User in Organizational roles, but how to get that manager in business process? Cases: I want to give Perform Task for that manager based on user as you can see in the image (Nama RM) is user with Relation Manager Role, but I want to give that task to the manager. How to do that? Thanks
Currently there is not possibility in the system to read a user's manager using a business process this way. However, we will register this idea for our R&D team so they could review the possibility of implementing such functionality in future releases.
Hello, i am trying to take a field from an object that is related to the main object Main Object = LOS Not-Main Object = Kunjungan
this is how it is setup
and now when i try to take the fields from the Kunjungan Object it would not let me
then when i try to add it into the report through the table and have it setup like so..
it refuses and doesn't let me generate the document do i need to move the field from Kunjungan to LOS? or do i need to configure it ? and if i have to configure it then how..?
