How to read pre-change values in business process?

Hello Robert,

Could you please elaborate on your business task?



Who do you need to reed the values of a record before the update?



Best regards,

Bogdan

Hi Bogdan,

I have a business process, which grants access permissions based on a linked contact in an activity (not the owner field).

When this contact changes, I need to read the value of this contact field that was stored before the update, so that I can remove the access permissions for that contact.

BR,

Robert

Robert Pordes,

There is no basic logic for your needs.

But, as a workaround, you can create a new column contactBackup in the activity object and store old contact there.

You can use Modify Data business process element to set the value for the contactBackup column.

Also, it is not necessary to add this column to the section page. It can be just a "system" column.

Best regards, Alex.

Robert Pordes writes:

When this contact changes, I need to read the value of this contact field that was stored before the update, so that I can remove the access permissions for that contact.

We do it in another way - remove all rights and set new ones. 

Vladimir Sokolov,

Thanks for the reply, but that doesn't work in our case, because the initial permissions can be quite complex, and also due to delegation we do not know the exact current permissions of the records.

I will post an idea for Creatio to implement this feature in the business processes, as it would be handy for several business tasks.

BR,

Robert

Aleksei Efimenko,

I have thought about this, too, but it is not very elegant and I don't want to create fields for every requirement and also don't want to have the fields visible in the filters for the users.

I will try activating and reading the change log in the business process...

BR,

Robert

Robert Pordes,

In case you dont want to show the fileld in any dropdown on the UI, then you can set the Usage Mode for that field to None.

Regards,

Sourav Kumar Samal

Sourav Kumar Samal,

That's a good point and I might consider this, thanks!