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
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:
Also tried "brute forcing" it by overriding every handler I could find in the Creatio code, but literally nothing fires when clicking that button...MoreLess
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?
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...MoreLess
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
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...MoreLess
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.
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?
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?