Hi!

This approach is covered in the post here: https://community.creatio.com/questions/approval-business-processes

You may review the process structure, explore Creatio documentation, and leverage conditional flows for effective parameter handling.

Hope it helps!

Hello.

Can you tell us in which object are you trying to get the approvals?

Hello Laura, Please contact our support directly, as then they will be able to gain external access to your website and provide needed support

Hello Goparna Nasina,

I try to get the approvals with objects that I created and also with Accounts and Contacts  object 

Hello Karol

Thank you, I will contact support 

Hello Laura Jurado,

Can you check if the  "Enable approval in section" button in the particular sections is checked or not.

To receive approvals for a particular section you have to enable the approval button.

Thanks & regards

Goparna Nasina

Hi all, I have the same issue, help please

Hi Vincent,

I have found out that the guide is not accurate in this part. The responsible developer recommended adding approval using the 'Add data' element before the user task and adding a 'Wait for signal' element after that. Please find below the screenshot with an example. The add-on guide will be updated on Creatio Marketplace shortly.

Irina Lazorenko,

Thank you for the screenshot. Could you share what you wrote in the "Mailbox is not empty" arrow? We're getting the following error:

"Column by path VisaOwner.Contact.Email not found"

Kind regards,

Yosef

Yosef,

@Irina, could be better to document on more detail the proposed BPM , not just the diagram

Thanks in advance

Best regards,

Julio

@Julio, @Irina,
More details would be fantastic :)
As I am facing similar error as Yosef ("Column by path VisaOwner.Contact.Email not found" from the user task), I would like to see which fields and values were used in the 'Create order approval' and 'Send email with approval' blocks.
Thanks!
Vincent

Hi Yosef, Julio and Vincent,

The 'Mailbox is not empty' conditional flow uses the following condition: "[#Read sender mailbox.First item of resulting collection.Id#] != Guid.Empty".

For your convenience, we have added example process diagrams as screenshots to the app on Creatio Marketplace. You can find more details on the app page.

Dear Irina,

Thank you for the screenshot.

This still doesn't solve the issue that we're facing...  We don't know where the error is coming from:

"Column by path VisaOwner.Contact.Email not found". Please provide enough explanation as to why we're getting this or a solution.

I was wondering if you could give us a demo of a working example. This way I can compare what we're all doing wrong.

Kind regards,

Yosef

Hello everyone,

We have added a step-by-step guide which can be found through the link.

As for the error you are encountering, you will need to check the macro source of your template. It should be filled with the approving object (for example, order approval, if you create approval for the order section)

Dears, even following the indications in the updated guide geting the error Terrasoft.Common.ItemNotFoundException: Column by path VisaOwner.Contact.Email not found in schema NdosGastos.

See it on https://prnt.sc/RoFYrTislXqS

Yosef, Vincent did you resolve the issue?

Thanks

and in my Case the VisaOwner.Contact.Email is ok, see it on https://prnt.sc/cP5djpFXY-Kz

So I didn't understand what's wrong

Thanks in advance

Good morning, some news regarding this?

Julio.Falcon_Nodos,

Good morning Julio,

Yes. The instructions provided by Yevhen are accurate and worked for us.

Make sure you contact support first to set up the instance before performing the changes in the guide.

Kind regards,

Yosef

Irina Lazorenko,

Good Morning Irina,

As you had suggested have added a 'Wait for signal' element after send email for approval and in the wait for signal have added the condition to wait until the section approval stage is changed and then ending the process. 

The process also ends after the status is approval is changed but i am trying to change the status of the DCM as shown below post the process is completed but the DCM doesnt change by this way. If i add the stage change in the above process only then it works but not from the DCM.

Am i missing something in the DCM?

Thanks for the help in advance!

Regards,

Mayan