Hello Fulgen, 

I suppose that you are talking about auto-generated invites for the meetings that can be created in the calendar on the email provider side. You can use the mailbox synchronization setup page to set up the synchronization of the Creatio activities with the tasks and meetings created on the Exchange/Google server-side. 

More detailed information on how to synchronize Creatio activities can be found in the following Academy articles:

• How to synchronize creatio activities with google calendar
• Synchronizing creatio calendar with ms exchange and microsoft 365 calendars

Please, let us know in case any further information is required. 

Best regards, 

Olga. 

Hello Mark, 



Please refer to the following code in order to add the functionality requested:

 

define("ActivityPageV2", [], function() {
    return {
        entitySchemaName: "Activity",
        messages: {
        },
        methods: {
            save: function() {
                var IsToDoCategory = this.get("ActivityCategory") && 
                    this.get("ActivityCategory").value === "f51c4643-58e6-df11-971b-001d60e938c6";
                var IsCompletedStatus = this.get("Status") && 
                    this.get("Status").value === "4bdbb88f-58e6-df11-971b-001d60e938c6";
                if (IsCompletedStatus && IsToDoCategory) {
                    this.showConfirmationDialog("Please, set proper category!");
                } else {
                    this.callParent(arguments);
                }
            }
        },
        details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
        diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/
    };

Kind regards,

Roman

Thanks for your reply Roman, this worked beautifully.

I am interested in the GUID values you have in the code, is there any meaning to these values?

Note for others, the code above needs the && replaced with &&

Dear Krishna, 



It would be much more convenient to create a separate detail which would contain all questions along with an answers and all needed information. 

By the way, can you please specify for which section you would like to add the described functionality? Cases or any other? 



Kind regards,

Roman

 

Roman Brown,

Thanks Roman for the inputs.

Yes I would like to add the questions connected with cases section.

I had created a detail for the same in cases (given below).

Also creating activity connected to cases to prompt agent to ask questions and capture the responses for these questions.

Is there anyway these questions can be asked one by one in a UI ?

Hi Jonas!

How are your completing activities? Can you record a video of this behaviour? 

Angela Reyes,

Not really. We have created a second lookup that is more granular and maps to the Activity.Status in client code. When they select a value from this lookup, we set Activity.Status behind the scenes. However, when I check the database after these operations, Activity.Status is set to Closed.

This is the same status that I can see being used by the Dcm module. We want to have the same behaviour as when you would click the complete button in this screen: https://prnt.sc/rj5a24 and then click save.

Jonas Van der Aa,

and how is the status changed to Closed then? 

Angela Reyes,

This code in ActivityPageV2

 

syncActivityAndVisitStatus: function() {
				if (this.isVisit() === false) {
					return;
				}
 
				var visitStatus = this.get("UsrVisitStatus").value;
 
				this.console.trace("Visit status = " + this.get("UsrVisitStatus").displayValue);
				const tracePrefix = "Set activity status to ";
 
				switch (visitStatus) {
					case "33e7d31f-9e8b-4e36-b716-8b49370a6b1e": //Visit Scheduled
						this.set("ActivityStatus", this._createLookup("Not started", "384d4b84-58e6-df11-971b-001d60e938c6"));
						this.console.trace(tracePrefix + "Not Started");
						break;
					case "3e023a20-474d-426d-9a3e-73e25db47ea3": //Close & Notify
						this.set("ActivityStatus", this._createLookup("Completed","4bdbb88f-58e6-df11-971b-001d60e938c6"));
						this.console.trace(tracePrefix + "Completed");
						break;
					default: // everything else
						this.set("ActivityStatus", this._createLookup("In Progress", "394d4b84-58e6-df11-971b-001d60e938c6"));
						this.console.trace(tracePrefix + "In Progress");
				}
			},

This method is triggered by the following attribute:

			"ActivityStatus": {
				dependencies: [{
					columns: ["UsrVisitStatus"],
					methodName: "syncActivityAndVisitStatus"
				}]
			},

Dear Jonas,

In order to provide you with a proper solution, please tell us how the “_createLookup” function works. I could not find the source code of the function, so it should be your custom function. Looking forward to your reply.

Best regards,

Norton

Dear Fulgen, 

Unfortunately, there is no such column, however you can add this column in the section wizard or configuration and use business process to populate it. This process would trigger on status changed to Completed and populate this column's value to the current date. 

Best regards,

Dennis 

Hello!

Could you please specify, how do you want to notify about the task? Did we clearly understand - you want to notify both owner and other users, which belongs to one of the functional roles? Maybe you can attach a screenshot of your business process?

Best regards,

Anastasia

Anastasia Polo,

In the process below, I want to all of the users of a functional role to get notified of the task and then anyone can go in the record and perform the task.

Can that be done?

Regards,

AK

Hello!

It is possible to set up a described process. Firstly, use please "Add data" element instead of "Perform task" element http://prntscr.com/nx4e36, after that use another "Add data" element with such settings http://prntscr.com/nx4gcc, http://prntscr.com/nx4glm. This part of the business process will create an activity and send a notification for users of the chosen functional role (System administrators in the example). If you want to continue the business process running after completing an activity, use the "Wait for signal" element http://prntscr.com/nx4jqd.

Best regards,

Anastasia

Hi,

Thanks for your response.

I didn't try it yet but looks like it should work.

Thanks again. :)

AK

Hi,

I am trying this now for one of our clients but it's not giving any notification for the selected roles.

Attaching the screenshots of the Process and the Process log. You'll see that the process did run but it did not give the notification to the users in the roles selected.

Process: https://prntscr.com/ogm9iq https://prntscr.com/ogm9g4 https://prntscr.com/ogm9dj https://prntscr.com/ogm9a1 https://prntscr.com/ogm94q https://prntscr.com/ogm8zn

Process Log: https://prntscr.com/ogm9ok

Regards,

AK

Hello!

To resolve this issue we need access to this process. Please submit a case to the support team (support@bpmonline.com) and we will investigate the issue.

Best regards,

Anastasia

Dear Julius,

Please send an email to support@bpmonline.com. We will be glad to help!

Best regards,

Angela

Mitch,

The root issue is that the flag button you highlighted creates an activity of type 'Task'. The 'To do' is the Activity's category and has no bearing on your issue.

What you want is the activity to be created with your new type, 'QA Activity', rather than type 'Task'.

The 'Activity' entity schema automatically assigns the type of all Activities to be 'Task'. You can try editing the mini-page schema of the activity to have it set to your new type 'QA Activity'.

Dear Paulo,

In the current version of the application there is no option to send the reminders to a separate department, however, you can add the members of the department separately on the participant tab of the activity page. Here is the example - http://prntscr.com/n0jlym  Thus, all the participants will get the notifications. 

Best regards,

Dean

Dean Parrett,

Thanks for reply. That's exactly what I thought. Do you know whether can I import a list of participant on the same excel I'm importing the activity? I need to import a list with about 120 activities and add at least 3 or 4 participant per activity. It is not easy to set one by one.

Dear Paulo,

It is not possible to import the activity with all participants, however, you can create a separate excel file and import the participants into already imported activity. For instance, I have the activity where I want to add one more contact http://prntscr.com/n0z3gc . I need to prepare the excel file with the contact and add the column with the activity title - http://prntscr.com/n0z498 

After that, I just need to go to the data import section, choose 'activity participant' object http://prntscr.com/n0z55p , map the columns and start the process. As the result, I have the required contact in the list of the participants. http://prntscr.com/n0z671

Once more solution, is to import the list of participants directly on the detail of the activity, however it is convenient to use it if you have a lot of participants http://prntscr.com/n0z9hz

Best regards,

Dean