dynamic case management | Community Creatio

Question

16:25 Oct 31, 2019

Dear mates,

I'm trying to modify the DCM Opportunity.

I want to add a step before the first step.

But when i create a new step, the opportunity goes automatically to the old first step. i look everywhere i can, but i can't find why.

Does anybody have an idea please.

Thanks,

Nicolas

2 comments

Angela Reyes

09:49 Nov 01, 2019

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

LÉZORAY Nicolas

10:05 Nov 04, 2019

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 !

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Question

dynamic case management

local instance

7.14_()

sales_commerce

Dynamic case manager won't load in the local instance

aaykay

15:53 Aug 06, 2019

Hi,

I set up a local instance. I am trying to set up Dynamic cases in the sections but when I go to the Cases and click New, it won't load. It just gets stuck there. I've tried setting up the instance again but same results.

Can someone please help me debug this?

Thanks in advance.

Regards,

2 comments

aaykay

16:14 Aug 06, 2019

Well I guess I figured it out. It's not the dynamic cases but for some reason, I can not have more than 2 tabs open for the instance otherwise the third tab does not load. I was having 3 tabs open, One for the section, 2nd which has all the cases listed and the third one which opens when I open a particular case....

Is this something that happens in local instances?

Anastasia Polo

14:00 Aug 08, 2019

Hello!

To give you an answer we need to investigate the issue. Please submit a case to support@bpmonline.com.

Best regards,

Anastasia

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