Hello Community,

We are trying to use Dynamic Case Management for displaying our stage process. However, since the business process involves a lot of stages (12 in total), the visual representation isn’t ideal. 

We attempted to organize the stages into columns and separate them into two headers...MoreLess

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You can try to create several cases (if you can split all your 12 stages of the process into several phases). 

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Is it possible to intercept using some request handler the event when a user clicks on the green "Complete" button on a Next Steps tile? This is the button in the "next-step-tile-actions" div on the page which only appears when you hover over the next step tile:

It would be vey helpful to be able to...MoreLess

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None of the following handlers are triggered by clicking this button, maybe I've missed some candidates but these are the ones I've tried s...MoreLess

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Is it possible to set certain business requirements on Dynamic Case Management, for example to require that certain fields are populated or that a lookup field is one of a selection of values?

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To be clear, as I think I might not have been initially, is it possible to have manual transitions with transition requirements, as opposed...MoreLess

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We are trying to set up a default case in DCM for our Leads, but I cannot see a way to achieve this with the GUI editor - we can either specify some other 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, but our...MoreLess

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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...MoreLess

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Hi Community,



When we change states in DCM, lines are added to the CaseLifeCycle object with data about the case at that time.



Does anyone know how and where this is triggered? I want add some more information in other columns that i added on the replacing object that i did.

Thanks in advance!

Best Regards,

Daniel Longo

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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...MoreLess

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Hi Team,



I have followed a below setup to register a case automatically  from emails.

https://academy.creatio.com/docs/user/service_tools/service_cases/case_settings/set_up_case_registration_from_emails_from_mailbox_alias



I configured a mail box and when a mail received, a new case is Created...MoreLess

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Hello Bhoonalan, 



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

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Dear community,

How to find all the required activities created in the current stage of DCM, which have not been completed yet ?

For example, I need to determine that there is at least one required activity at the current stage of DCM.

Thank you in advance.

Best regards,

Mariia

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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...MoreLess

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Currently, it's possible to specify that certain conditions are met in order to progress Case Management from a given Status to another Status, such as what the current Status is and, when Approvals are turned on, that an Approval exists for the current Status.

It would be incredibly useful to hav...MoreLess

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Dear Harvey,

 

This sounds like a great idea, thank you for the suggestion! I will forward it to our developers so they could consider...MoreLess

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Is it possible to specify certain data requirements for case management transitions to be enabled/disabled on?

For example, say I wanted to only enable a case transition from 'Draft' to 'Published' when there's at least one file attachment record - would this be possible?

Thanks in advance.

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Hi Harvey, 



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



But it is possible to d...MoreLess

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Hello, I am creating a custom section for employees to submit access requests. I created a custom package called ITrequests which I've been building the custom section and all associated objects in. I've somehow run into this error when I try to save the Case, it says "Package sequence contains cycle: "ITrequests-->Custom-->ITrequests". This error is preventing me from saving this case. Can someone point me in the right direction for where to look to resolve this error?

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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 a...MoreLess

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