Filters
Idea
Discussion

Add an option on a business process signal for when an object is deleted. For it to be triggered before or after the deletion.

0 comments
Show all comments

Currently, it's possible to specify that certain conditions are met in order to progress Case Management from a given Status to another Status, such as what the current Status is and, when Approvals are turned on, that an Approval exists for the current Status.

 

It would be incredibly useful to have an additional type of data-driven transition checks such as 'last update to the record was over a month ago', or 'there is a record related to this one in some child table with a value of X'. These could be added to the Stage under 'Possible next stages' for each possible next stage (see screenshot) and would be checked each time the page is loaded to determine whether a user could progress to this next stage.

 

I think this would be a valuable addition to the Case Management system as it currently exists, please let me know what you think and vote this idea up if you agree.

 

2 comments

Dear Harvey,
 

This sounds like a great idea, thank you for the suggestion! I will forward it to our developers so they could consider enhancing the following functionality in the upcoming releases.

 

Best regards,
Angela

Thanks Angela!

Show all comments
Idea
Discussion

Hi!

When I'm working with Business processes, I save a lot.
After klicking the Save -button I always get the prompt with the Radio options; 'Save new file' or 'Save actual file'

I was thinking that these could have two seperate buttons. And then we wouln't need the prompt.

1 comments

Dear Julius,

 

Thank you for your nice idea. We will register in in our backlog for implementation in future application versions.

 

Regards,

Dean

Show all comments
Idea
Discussion

Hi! I am using Calculated metrics for Creatio -marketplace add-on (https://marketplace.creatio.com/app/calculated-metrics-creatio).

 

I would love to see a new formula added

(a * b) /100

 

 

This would be the formula to calculate the weghted value on Opportunity amouts.

(Amount * Probability%) / 100 = weighted value
(100 000 * 30) / 100 = 30 000

1 comments

Hi Julius,

you can add a new formula using 'The formula of the calculated metric' lookup in the following way:

Show all comments

On section Cases setup, currently a single field is used to determine which case to run.  Would be awesome to make this a broader filter that allows more than one field as a filter.

1 comments

Dear Chris, 

Thank you for the idea proposed. 
We have registered it for the responsible R&D team so it will be considered for implementation in future Creatio releases. 

Kind regards,
Roman

Show all comments