To be clear, as I think I might not have been initially, is it possible to have manual transitions with transition requirements, as opposed to automatic transitions when certain conditions are met.

Hello,



"Manually" you can go both to the previous and subsequent stages from the current one, except when there is a mandatory task, in which case you can only go back (to the previous stages) without completing the task. More detailed information is provided at our academy in the block "Dynamic case setup (DCM)":

 https://academy.creatio.com/docs/user/bpm_tools/dynamic_case_setup

Hi Malika, thanks for your reply. I think the options for mandatory tasks is quite limited though right? As it doesn't enable transition requirements like I put in my original question - requiring that certain data requirements are met, such as certain fields being populated or lookup fields contain certain values etc. Unless I'm missing something in the academy documentation you linked to me?

Hello,



Unfortunately, the desired behavior cannot be configured in such a way out of the box. You can only use a set of values for the "Which column determines which case to use with a record?" column or can specify that that column is not filled in separately on standard DCM tools.



We believe that default case managing can be achieved by means of development.



Thank you.

Hi Serhii, do you know what sort of development this would entail? I tried modifying the case's metadata in a trial environment using a filter generated by adding a static filter to a data list, but the case management designer failed to load properly when I'd done that and the Lead that would match the modified query didn't have any DCM bar against it when I loaded it, so it didn't seem to work.

The only other thing I can think of would be to have an additional redundant field that's based on the column(s) that are wanted (and automatically gets updated as they do) that stores the Case required, but it's not the most elegant solution. Would be nice to hear if there is some method I've not thought of?

Thanks,

Harvey

Hi Daniel,

All the logic related to the Case Lifecycle can be found in the Case object of the SLM package (the process on the object, script tasks there and the methods):

Feel free to study the logic.

Best regards,

Oscar

Hello Bhoonalan, 



Please enable Features CasesOnlyRespondToSender  and SendOnlyToContactEmail .  For MSSQL, use following script:



DECLARE @featureCode varchar(max) = 'Feature code',

 @featureId uniqueidentifier;

set @featureId = (select top 1 Id from Feature where Code = @featureCode);

IF @featureId is null

BEGIN

 insert into Feature

  (Name, Code)

 values

  (@featureCode, @featureCode);

 set @featureId = (select top 1 Id from Feature where Code = @featureCode);

END;

delete from AdminUnitFeatureState where FeatureId = @featureId;

insert into AdminUnitFeatureState

 (SysAdminUnitId, FeatureState, FeatureId)

values

 ('A29A3BA5-4B0D-DE11-9A51-005056C00008', 1, @featureId);



This script enables the feature , or creates the feature if it's not created on your instance 



Also, please enable sysSetting AutoNotifyOnlyContact.



Best Regards,

Yurii.

Yurii Sokil,

Thanks for the response!



I ran this query but I couldn't find the following two codes casesOnlyRespondToSender  and SendOnlyToContactEmail  in Feature table & AdminUnitFeatureState.



Kindly help me with where can I find the mentioned field values?

1.CasesOnlyRespondToSender  

2.SendOnlyToContactEmail  

Dear Bhoobalan, 



If you cannot find this codes, it means that the record for that feature doesn't exist in the Feature Table. 

Using the query i provided you can update the feature if it exists, or create it if it doesn't. So in your case the query will look like this(i'll only show the relevant piece of code, please use the full query mentioned above) : 



DECLARE @featureCode varchar(max) = 'casesOnlyRespondToSender',

.........

DECLARE @featureCode varchar(max) = 'SendOnlyToContactEmail ',

 ...........



Best regards,

Yurii.

 



​​​​​​​

Yurii Sokil,

Great, Appreciate your assistance!



This helps and also can you please help me with reverting the changes to the previous or existing ones.

Hello Mariia,

You need to use the "Activity" detail (on the "History" tab) of the record where the DCM is set. Or you can simply take a look at the Actions Dashboard and see if there is an "*" mark on the activity subject and that means that the activity is required.

Best regards,

Oscar

Hello Oscar Dylan,

Thank you for your answer, but the task is a bit more complicated.

My business task is to prevent the process (that can be started with the button on the page) from changing the stage if there is at least one required action at this stage.

It is something like if the user change the stage manually (in the base logic of DCM):

Thank you in advance.

Best regards,

Mariia

Mariia Prostiak,

In order to get the information about the uncompleted activities please use the “GetRequiredUncompletedElements” method from the “Terrasoft.Core.DcmProcess” namespace. Please find more information about this method in the documentation by the link below:

https://academy.creatio.com/api/netcoreapi/7.15.0/index.html#Terrasoft.Core~Terrasoft.Core.DcmProcess.DcmEntityUtilities~GetRequiredUncompletedElements.html

Best regards,

Norton

Hi Harvey, 



Unfortunately, it is not possible to implement such behavior using out-of-the-box functionality.



But it is possible to do it with the help of additional development

which will perform the page validation to check if here's a file attached.



Thank you!



 

Bohdan Zdor,

Do you have an example of how this might be done so that it integrates nicely with how Case Management works out of the box? i.e. disabling clicking on a subsequent step unless a certain data condition is true? The simplest way I can think to implement this would be to have validation on the save event, but this would still allow the user to click on the subsequent stage but just fail to save, which isn't a great user experience.

Thanks,

Harvey

Harvey Adcock,

 

Such integration is possible in theory, but we did not face such integration before. You can only operate with the information which is available on the Academy.



Thank you.

Check the dependencies for your package. Just guessing, but I assume it has something to do with that. Or a package that has your package as a dependency. Possibly a dependency that has your package as a dependency or something along those lines. (so check both the depends on packages and the dependent packages for your ITrequests package)

Ryan

Ryan Farley,

I thought that too, but Custom depends on all packages, and ITrequests can't depend on Custom, nothing can depend on the Custom package as far as I understand it. I had looked at them and at first glance it looked fine, but I will go through them again and see if I can find a "loop".

Mitch Kaschub,

Try checking what the dependency tree on the Package Dependencies tab shows for your package, anything weird about how that looks? Custom still shows at the bottom of the tree?

Ryan Farley,

Yes, the tree and the dependencies look as expected to me best I can tell.

The only other thing I can think of is I may have changed the "Current Package" system setting to "Custom" for a brief moment and inadvertently saved a change to one of the objects or pages in my "ITrequests" package before I set the system setting back to ITrequests. I think I'll recompile the system to see if that resolves it.

Ryan Farley,

No luck after recompiling. Same error. Probably have to be a support ticket? Anything else you can think for me to check?

Hello Mitch, 



Can you please check and make sure that package indicated in the system setting with code CustomPackageId is set to "Custom" and not to "ITrequests" or any other? 



Kind regards,

Roman Brown

Roman Brown,

Thank you! That was the issue!

Hello,

You did everything correct, but the trick here is that trace data cannot be received from "Terminate event". Please view trace data of approval element and check parameter values before this element execution and after this element execution so to get needed data.

Best regards,

Oscar

Thanks Oscar.

Actually the process was typically not accurate for the action that I wanted to perform.

Dear Nicolas,

In OOB system "stage" column is required when opportunity is created. You should check what stage is used when opportunity is created: http://prntscr.com/pqzl32

Dear Angela,

Effectively, i add the stage on the mini-page, and the stage used when opportunity is created is not the DCM first step (it is "En cours").

i have to find where the developper has forced the stage on the mini-page to a specific step.

=> Solution:

The default opportunity's stage was defined on the Opportunity Object.

Thank you Angela !