I want to implement Prepare proposal, calculate appropriate pricing and attach corresponding documents linked to the opportunity. Easily approve proposals internally by simply following the steps of the document approval process.

 

Please can u tell about approval process and section cases actions and using through Business Process.

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Dear Chandu,

 

Thank you for your question!

 

You may find these Academy links useful for understanding how Approval functionality works and how it can be established:

1. https://academy.creatio.com/docs/user/bpm_tools/dynamic_case_setup/case…

2. https://academy.creatio.com/docs/user/platform_basics/communications/ap…

3. Here is the Approval element in the Business Process: https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

4. And the Approval element for the Case Stage:

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

 

 

Hope this helps and clarifies!

 

Regards,

 

Danyil

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hi all 

when i go to section wizard to enable approvals it gives me this issue in this screenshot 

and when i go to advanced setting i see this 

when i make update database structure it gives me this error 

how can i solve this ?

thanks

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Hello Ibrahim,

 

Hope you're doing well.

 

It seems there the DB structure was not updated due to the fact that the object table (where you were trying to add the approvals function) contained records in which the IbraStatusLookup field is not empty, while the IbraStatusLookup lookup itself is empty, and this led to a database level conflict.

So to solve the issue we recommend to do next:

 

1. Generate the source code for the object where you were trying to add the approval function + for the IbraStatusLookup object.
2. Update the DB structure.
3. Compile/Publish objects.

 

Best regards,

Roman

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Hello Community,

 

How to make 'Comments on the approve' field mandatory before rejecting an approval?

 

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can try a business rule on the approval object for status = negative , make comments mandatory. not sure if this will work on the prompt!

Hello,

 

You need to create a replacing view model for PreconfiguredApprovalPage and add a code similar to this one:

attributes:{
				"Comment":{
					"dataValueType": this.Terrasoft.DataValueType.TEXT,
					"isRequired": {"bindTo":"isCommentRequired"}
                }
          },
          methods: {
            isCommentRequired: function(){
				if (this.get("Status").displayValue=="Negative"){
				return true;
                } else {
				return false;
                }
            }
          },

In this case when the reject button is clicked the field should be filled in:

Best regards,

Oscar

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Hi Community,

Scenario : For the approval action in the record page under case flow, it appears/ disappears on mouse hover the "approve", "reject" and "change approver" button

Question: Is there a option to have them fixed in the screen instead of mouse hover, so that the user can know that there is option to approve if they dont understand that they need to mouse hover on the screen to get the option 

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Hello Amritha,

 

The schema name that is to be modified is called ActionsDashboardItemContainer. Unfortunately, I was not able to find any examples of code that can change that functionality,

 

Best regards,

Bogdan

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Hi,

I am trying to find the parameter values changed through a process execution which is attached to a case stage.

I have enabled the trace data option in process.

 

But after the process ran, I can't see the traced data in the process log.

Is there anything I am missing to turn off or on?

The process has an approval element. Does it have to do anything with trace data option?

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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.

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Hi Community,

Any  idea how i can display the approval on each record on Section Page, in this way there is no need to open each record, approved it and go back again to section wizard.

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Dear Fulgen,

As far as I understood you - you need to create a test approval record in each section on each record. First of all you need to activate approvals for this section in section wizard. After it is done - there will be a table created in the database called "Object_name"Visa. For example it will be OrderVisa for orders, InvoiceVisa for invoices and so on. After that you will be able to create test approval records for each section using Insert query. Please take a look at the table and see which columns you need to specify (status of visa can be got from VisaStatus table).

Best regards,
Oscar

Oscar Dylan,

Hi Oscar, thanks for your reply

Currently we already have approval on our Section, but this is only available in edit page when you open a specific record. Is there a way to show it on each record in section page,

Fulgen Ninofranco,

Approvals tab and detail sholuld be present on each record of the section and in "Actions" you have "Send for approval action" and clicking on this action you will be able to add a record in this detail. If you don't see this detail for some records then it seems that you have a business rule or some code that prevents this detail from appearing on the page. Please review all rules and the code of the page.

Best regards,

Oscar

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