Case can be registered from case section, incoming email and mobile application. Case number is being populated automatically. We need to give different prefix for each. Currently all prefix are coming from system setting "Case number mask" and is being applied for all Cases.
Please let us know to where we can find this function and how we can override it for us to customize it based on our requirements.
This logic can be achieved with the help of a business process. Please see the screenshot below:
It should start with a signal Case Added (when a new case is created). The next element would be Read Data which will read all the data from the case. The data should be read from Category, ID, and Number columns. Please, don't forget to filter the cases by ID. Alternatively, the system will not understand which case to choose and will select the first available one.
Also, you need to set the following parameters here:
NewCaseNumber - Text (500 characters)
OldCaseNumber - Text (500 characters)
Prefix - Text (500 characters)
The next element would be Formula which will be dividing your cases in different flows. You will need to add the conditions according to which you would like to group your cases here. Please, select case category in order to separate the cases by the source they are registered from.
When setting up Formula element (#2), you will need to set the formula value to the following parameter: OldCaseNumber. The Formula value here will be [#Read case. First item of resulting collection.Number#]
The conditional flow (#3) should be filled in this way: [#Read case. First item of resulting collection.Category#]==[#Lookup.Case category.Incident.1b0bc159-150a-e111-a31b-00155d04c01d#]
The conditional flow (#4) is a default flow.
In Formula element (#5) you need to set the formula value to the following parameter: Prefix. The Formula value here will be, for example, “HY” (the needed prefix).
In Formula element (#6), please do the same as in the previous element, just set another prefix.
The seventh element is Script task (#7), its code is:
The eighth element is Modify Data (#8) which will finally change the prefix. Please, filter the cases here by ID as well. In the field ‘Which column values to set for modified records please type [#NewCaseNumber#].
You can customize the process based on your tasks, but the basic structure is described above.
Hope this helps!
Thank you for your suggestion but I want to override the function before insert. From there I wanted to change the Case Number right away. Please guide me how can I override it?
You can either create a database trigger or you can create the same process that is triggered upon CaseInserting event in the Case object of the Case package, but in your custom package and change the logic of the sequence:
We don't have a practical example of the implementation so you will need to study the logic of this process and create your own process in the same way if you select EntityEvent option.
Oscar is pointing you to the correct direction.
Regarding the business case you mentioned, you can:
1. Remove the prefix in the system setting. Therefore no prefix will be attached to you case number, which is generated from the user task.
2. Create exact the same process as Oscar mentioned above.
In the last step, "SetGeneratedNumberScript" apply your logic.
string code = string.Empty;
code = GenerateNumberUserTask.ResultCode;
//Apply your business logic for the prefix and attach the prefix to the generated code. So code = LogicPreifx + code;
Be careful that the case number will be will be generated on UI when you click on new case. So you need to disable the code generation on page or apply the same logic.
This is related to when adding records in "subordinate cases" detail. I am getting error when client is calling this service "HierarchicalRecordSelectService" method "UpdateRecords". It is weird because this service exists on my configuration and this is Out of the box, we haven't done any customization into it. Any idea how to fix it?
Could you please share what do you have in response?
Here might be additional information which is useful for investigation.
In addition could you please contact our support at firstname.lastname@example.org directly and give us the reproducing steps with the external access if you can't handle this issue yourself and we will definitely investigate the problem.
As an suggestion please double check the request if you passed all the data correctly.
Another variant, please make sure that user who tried to pass the data has permissions to add/edit the data to the object/detail.
We don't have practical examples of such implementation, but you can try to export the process as a file to attachments, that's seems to be the only way to achieve it. Probably it would be not much convenient to use, but there is no such out-of-the box option in the system.
Please share the result if you succeed cause it would be splendid tip for all of us!
thanks for the answer, but I fear I don't really understand it :)
What process should I export and what is meant by "as a file to attachments"?
I mean you can upload the usual file/business process file (*.BPMN), where will be the approval process you wanted to set up.
And user who wants to perform any actions with attachment should open the "Approval file" with some logic you've made.
This file will also be in attachments.
That's what I mean and hopefully it's more clear now :)
thanks again for the clarification!
However, I simply want to activate the out of the box approval mechanism as it is used in other sections, like the documents.
It looks like this in the section wizard:
I know that Attachments are details, and therefore are not shown in section wizard but detail wizard.
I thought that there is maybe a trick to enable the approval for this detail.
You need to check the values in the Creatio system settings connected to the Aspose service. Please refer to the screenshot below to make sure that the Aspose setting values match the respective system settings in Creatio. After applying the changes, log out and log back into Creatio to check for updates.
i have it like you img , But it doesn't work, it still download a MSWORD
Hi Carlos, which Creatio version and product are you currently using? This helps us reproduce the issue.
Aspose's personal page should also display the conversion requests for the relevant time period, from Creatio. Here is the dashboard link: https://dashboard.aspose.cloud/billing/api-usage/. If there are conversion requests, please send us the error details.