Hello,

 

I'm not able to enable approvals in version 8.0.2

Does anyone know how to enable approvals in the latest version ? knowing that there's no View>Open section wizard in the section created with the newwest version

 

Thanks

 

Maarouf

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Hello

 

Could you please elaborate on the issue and explain what functionality exactly you are not able to find? How did you create the section exactly and how did the "Enable approvals" look in the older sections?

 

Kind regards,

Mira

Hello Mira,

 

In version 8, i've created a new section in the Application Hub > New Application > New page.
In the older version we used to create a new section in the Section Wizard. Also in the older version, in the section itself, we usually click on View > Open section wizard where we can find multiple section properties including the Enable Approvals checkbox.

Tha't what i'm trying to find in the newest version, as there's now View > Open section wizard in the page.

 

Maarouf

Hello,

 

I have checked this matter with our R&D team and unfortunately "Enable approvals" checkbox is not available in the Freedom UI yet.  It is planned to add it in future releases, but it is hard to tell when exactly it will happen.

 

Kind regards,

Mira

Hello Mira,

 

Thank you for your reply.

 

So what's the current workaround for that ? Supposed we're working on a new section developed using the version 8 and we wanted to enable the approval on it 

 

Maarouf 

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Hi community!

I enabled Approvals in the case section and added Approval in the business process. The problem is that counter is not increased in the notification panel but approval itself is shown in the "Approval notification".

Best regards, 

Jana

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Hello Jana,

 

As we replied in your case, the most likely reason for this behavior is a missing piece of code that marks your notifications as read.

 

Please check if you have MarkNotificationAsRead in your custom code in order for notifications to properly display.

 

You can copy the code from the NotificationService object in configuration files.

 

Thank you,

Artem.

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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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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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