Implementing a Mechanism for Retaining Contracts in Surveys Upon Status Changes
Hello,
I am currently working on a feature that ensures contracts are not automatically removed from saved surveys when their status changes to a value that does not meet the survey's filtering criteria. For instance, if a survey is saved with contracts in a "Registered" status and then the status changes to "Cancelled", the contracts disappear from the survey. I'm want to retain the list of contracts as it was captured at the time of the survey's save action.
Could anyone guide me on implementing a solution within Creatio that allows capturing a snapshot of contracts at the moment a survey is saved? This snapshot should persist even if subsequent changes to contract status would normally filter these contracts out of the survey view.
What would be the best approach to handle this requirement? Is there a way to hook into the save event of a survey or a contract status change event to trigger this capture?
Any advice or pointers towards relevant documentation would be greatly appreciated.
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Yurii Uhorskiy,
Hello,
We are not familiar with the structure of the Sales'Up Questionnaire Management for Creatio connector. Thus, we recommend that you contact the developer of this connector directly for further assistance.
Best regards,
Yuliya.
Hello,
As a variant, you can try setting up the necessary feature via business processes.
For us to take a closer look, please specify which survey is meant here.
Would you please provide more details regarding your business need and what is the expected result?
Best regards,
Yuliya.
Yuliya Gritsenko,
Hello Yuliya,
Thank you for your response and for suggesting the use of business processes to address my requirements.
I am specifically working with the Sales'Up Questionnaire Management for Creatio, which is utilized to manage surveys and questionnaires within Creatio. The functionality of this product allows for a wide variety of survey types and configurations, crucial for collecting insights across different departments and external users.
The feature I am aiming to implement should ensure that contracts, once included in a survey at the point of saving, remain in the survey results, regardless of subsequent status changes which would normally exclude them based on the survey's current filtering criteria. For example, if a contract's status changes from "Registered" to "Cancelled", I would like the survey to retain the contract's data as it was at the time of the survey's save action.
Could you guide me on how I might leverage business processes to capture a snapshot of the contracts at the time the survey is saved? This snapshot should then be maintained independently of any changes in the contract's status. If there are specific business processes or Creatio functionalities that could be tailored for this purpose, I would appreciate your insights or any documentation you could provide.
Looking forward to your advice on how best to proceed with this implementation.
Best regards,
Yurii Uhorskiy
Yurii Uhorskiy,
Hello,
We are not familiar with the structure of the Sales'Up Questionnaire Management for Creatio connector. Thus, we recommend that you contact the developer of this connector directly for further assistance.
Best regards,
Yuliya.