Selecting teams from organization roles
Hello,
I'm looking to implement a feature where, upon clicking the 'Plus' button, employees using this service can choose the relevant departments responsible for the matter they want to address (Open Organization roles). The process involves the following steps:
- The employee clicks on 'Plus' (Organization roles will be open) and he selects the departments working on the specific issue.
- An email is then sent to the teams in the selected departments.
- The teams begin working on the matter and provide the necessary feedback within the Creatio system.
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Hello,
We recommend that you familiarize yourself with the functionality of Approvals, which can be customized to suit your needs. You can assign them to a separate role, and users in this role will receive notifications in the CTI panel and can provide their comments on specific issues.
https://academy.creatio.com/docs/8.x/creatio-apps/creatio-basics/commun…
Alternatively, you can implement it using the following steps:
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Create a resolved table, let's call it "DepartmentInProject," where you add two lookup columns:
- Reference to SysAdminUnit - let's call it "Department."
- Another reference to the object where you plan to add such a list - let's call it "Project."
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Add a static business-rule for filtering the "Department" column on the object level so that it can only select records where the type != 4 (not equal to 4, i.e., to select roles rather than users).
https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…
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Create a business process triggered when a record is added to the "DepartmentInProject" object. Afterward, you will need to retrieve the value from the "Department" column and, using the ReadData element, find all users in that role in the SysUserInRole table.
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/pr…
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Use the "Send email" element to send emails to these users.
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/bp…
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Regarding feedback, this can be implemented in various ways. Users can write their feedback in the Feed tab of the "DepartmentInProject" object or simply reply to the email. In this process, you can also create a task for each user, and users can provide feedback in the task, among other methods.
Best regards,
Pavlo!