Hello, 

This is the standard (OOTB) behavior of Cases.
If you change the stage of a record that initiated a business process — whether from within the business process itself, its subprocesses, or the record — all tasks, processes (including subprocesses), open pages, etc., will be canceled.

More detailed information can be found here:
Case Designer workflows

If the issue is more complex, please create a support request by emailing support@creatio.com.

Regards,
Orkhan

Hi,

Yes, it is feasible to recreate the logic used for Leads/Opportunities by implementing a custom object with a workflow that records stage history. You can create a separate object to store the stage history and configure a process that automatically creates a record each time the stage of the main custom object changes.

However, please note that the standard Sales Funnel dashboard in Creatio is designed to work with standard entities such as Leads and Opportunities. Custom objects are not supported out-of-the-box in this dashboard. To include data from a custom object in a funnel visualization, custom development will be required. This could involve creating a custom dashboard widget or a report using the Analytics section.

Best regards,
Anton

Thanks Anton!

I think it'd good if Creatio developing the AI for system customizations would look into creating a flow that automatically sets or gives a possibility to set these 'additional components' like Stages history, Days per stage calculation, and a custom sales funnel based on that initial custom object. 

Just some food for thought :-) 

Thank you for your answer! It's much appreciated. 

There is a request called "crt.CanDiscardUnsavedDataRequest" that you can handle to suppress that. See here: https://customerfx.com/article/suppressing-the-unsaved-data-prompt-when-canceling-a-creatio-freedom-ui-modal-dialog/

Ryan

Answer on duplicate post here: https://community.creatio.com/questions/how-suppress-save-warning-messa…

The Freedom UI/new shell mask does not currently support displaying a message. Optionally, you could display a toast message in addition to showing the mask.

It only supports blocking the entire app/shell, not for specific containers only.

Ryan Farley,

Thank you for the information.

Hello,

Unfortunately, currently this is not possible with the out-of-the-box solution. 
If you want to display a certain image for the record, for example company logo for the account record, you can use an Image component.

You can also consider using the following marketplace solution: https://marketplace.creatio.com/app/banza-files-extended-creatio?check_…

I hope this helps! If you have any further questions or need assistance, feel free to reach out.

I have a marketplace addon coming that does this, it is still awaiting the approval for the marketplace to publish the addon - it takes a very long time for them to approve things 👎🏻 - hopefully it will be published soon. 

Hello Nicolas,

The add-on that displays image previews in the attachment list is now available in the marketplace: https://marketplace.creatio.com/app/image-previews-creatio

Ryan

Thank you Ryan
This is exactly what we needed !

Hello Sasor, 

If we're talking about Data Binding, when transferring the KnowledgeBase, it's likely necessary to also transfer the KnowledgeBaseFile, since the article references attached files in order to display them properly.

Why not just use a signal of Record added in Webhook for the process?

https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/events/signal-start-event

Ryan

If all you need to do is start a process, you can just create a process with a signal start on Record Added in the Webhook table. See https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/events/signal-start-event

Ryan

Hello Jacek,

In order to implement your logic you will have to create the user task for adding a record to the detail and set it as required step in DCM.

 

Yeah, this is something a missing for which it's quite useful to have to behave like a mandatory field, rather than a task to fill in. 

Have not found a way other than to add task, but we did it in a business process so that it will first check if detail has some records or not. 

Use cases : Address filled in ; Products added to opp.. there's probably more. 

Our sales team are not big fans of extra tasks to validate in addition to the data to fill in.

Unfortunately, it is not possible to make some detail mandatory for filling in with user.  We registered this request and forwarded to our R&D team for consideration and implementation in future application releases.

It is possible to do with development though. 

Here is a sample algorithm for how it may be done in Classic UI. Please not that the methods in the examples serve only for giving an idea of how this may be done and don't perform actual business task: 

1) Create an ESQ to check if the detail has records added.

Example: 

checkDetailRecords: function() {
	var accountId = this.get("Id");
	var select = this.Ext.create("Terrasoft.EntitySchemaQuery", {
		rootSchemaName: "AccountAddress" //name of the detail object schema
	});
	var esqFilter = select.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL, "Account", accountId);
	select.getEntityCollection(function(response) {
		if (response.success) {
			var collection = result.collection;
			if (collection && collection.collection.length > 0) {
				this.set("DetailHasRecords", true);
				this.set("ESQCompleted", true);
				this.save();
			} else {
				this.set("DetailHasRecords", false);
				this.set("ESQCompleted", true);
				this.save();
			}
		}
	}, this);
}

2) After checking if there are any records you would need to save the result, for example, to an attribute: 

Example: 

attributes: {
	"DetailHasRecords": {
		"type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
		"dataValueType": Terrasoft.DataValueType.BOOLEAN,
		"value": false
	},
	"ESQCompleted": {
		"type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
		"dataValueType": Terrasoft.DataValueType.BOOLEAN,
		"value": false
	},
}

3) After that you can override save method for the opportunity to check if the detail is filled in when the opportunity in a specific stage  

Example: 

save: function() {
	if("ESQCompleted") {
		if("DetailHasRecords") {
			this.callParent();
		} else {
			this.showInformationDialog("Please fill in ....");
		}
	} else {
		this.checkDetailRecords();
	}
}

Also to prevent the opportunity when record was deleted from the detail and no records in the detail left you can use the method onDetailChanged: 

onDetailChanged: function(detail) {
	this.callParent(arguments);
	if (detail.schemaName === "AccountAddress")//name of the detail
		this.checkDetailRecords();
	}
}

Thank you Iryna and Damien for your replies and advice. This is much appreciated!