Filters

Hi community,

 

when adding the approval process element, there is an option for the approval to be sent to the Employee's manager.

After this is selected, one needs to specify a record for the employee.

Problem is that I'm not able to add the Id of the employee or get the approval to be sent to the manager. What is expected to be added in this record?

The id of the employee

The id of the employee's contact

The id of the employee's user?

 

 

I've been able to achieve what I want by selecting user, then reading:

->employee->Manager Employee table-> Manager contact table

and adding the contactId of the manager but I would like to get the simple employee manager to work.

 

Thanks,

Luis

Like 0

Like

0 comments
Show all comments

I recall in the past seeing documentation on this, but now I can't find it. In the cases section, there are several actions that result in a user following the feed for that case. For example, if they post a feed message on that case, if they are set as the assignee. Is that it? Are those the only two things that make a user default to following the case? Is there a comprehensive list of all the actions a user can do that will result in them automatically following the feed of a case?

 

Like 0

Like

0 comments
Show all comments

We use this recruitment plugin from marketplace Recruitment for Creatio | Creatio Marketplace . when we add a new employee - we get to see the parent and child ( like in the pic below) organization structure items lookup for the organization field in the employee section.  but the same lookup while in edit mode to change the organization of the employee doesn't show the child as shown in the pic below - any help is much appreciated.

Like 1

Like

0 comments
Show all comments

Hi Team,

 

Have a query regarding widget we design in the dashboard can be read filter from the dashboard to modify our output on the widget.

If it is possible please share a scenario with implementation 

This will be really useful to meet some business requirement 

 

Thank You in Advance 

Like 0

Like

0 comments
Show all comments

Hello Community,

 

I have a some issue to resolve:

We have a DCM on Lead on with there is a required business process step whith checks or wait till account will be approved. Everything works fine till process is in state Running or Completed but how to handle Cancell or Error state ? Then DCM process stucking because BP will never ends (bacause is in state Cancell or Error).

Plase find attached screens:

 

Regards,

Marcin

Like 0

Like

1 comments
Best reply

Dear Marcin,

 

So far the only option is to deactivate the process or to change DCM (remove required step). I'll inform our R&D team about this article and suggest them to implement this functionality. 

 

Best regards,
Angela

Dear Marcin,

 

So far the only option is to deactivate the process or to change DCM (remove required step). I'll inform our R&D team about this article and suggest them to implement this functionality. 

 

Best regards,
Angela

Show all comments