Dear Kevin, 

Unfortunately, only from this screenshot, it is hard to tell what could be the issue. Please check that there are no web socket issues in your browser. Also, if your application is deployed on-site, please check that web sockets are set up correctly. If it is not the issue please contact support team at support@creatio.com. 

Best regards, 

Dennis 

Dear Kevin, 

The issue may occur because processes are getting canceled asynchronously. Usually, the cancellation happens momentarily, but sometimes the cancellation may wait for other background tasks to finish, which leads to the delay between pressing "cancel process" and actual process cancelation. If the process doesn't get canceled after a major amount of time please contact the support team at support@creatio.com

You can loop through the contacts and use the SendEmail task to each one, merging in fields for that contact. You can see how to loop through the records in this article: https://customerfx.com/article/how-to-loop-through-records-in-a-process-in-creatio-formerly-bpmonline/

The basic concept is to flag the records you want to loop through, then clear the flag in the loop so the next time you read the flagged records you have one less each time. Hope this helps.

Ryan

Hey Kevin!  Did you end up doing this?  I'm looking to do something similar and want to have multiple recipients on the same email.  I was thinking of creating a string parameter on the process, looping through the contacts read in like Ryan mentioned, and seeing if I can append the text parameter with an additional email address each time.  

Francine Braese,

Ryan's technique of looping the records and clearing the flag in each record as processed work great. The string parameter was how I handled the group send in the process I built, extending the string each time through until all records were process. Once I had the To string assembled I could insert the parameter into a send email element in the process.

Thanks Kevin!  It's great to hear this approach worked for you.  I started exploring tagging/untagging contacts instead of using a boolean field as slight variation of this.  That may be a way to loop through the contacts without the clutter of an extra field. 

I would recommend to use the Pre-Configured page instead of the Auto-generated page. You can decide which buttons display to the user. You can use conditions in the process based on the button the user clicks in the Pre-Configured page. 

It's possible to hide "Close" button by applying custom CSS style to the AutoGeneratedPageV2 schema. In this way you need to find the correct selector for "Close" button in AutoGeneratedPageV2.

The article by the link below describes how to add custom CSS:

https://community.creatio.com/articles/how-add-or-edit-css-style

Mitch, 

You will have to read the lookup within the PCR Data, in your example not only do you have to "Read PCR Data" but you should also read the "PCR Change Type" lookup (in another element) which is in the object you are already reading.



The filtration will be something like 'ID = Read PCR Data.PCR Change Type'.



Extra** The reason you got your result (and why it is still technically true) is because you are only reading the UID value of the lookup and not the Name value - there is some magic that happens to connect the UID.Name in the view. So what your code is doing is casting the UID 'type' to string 'type'.



Hope this helps!

Philip Wierciszewski,

Perfect! thanks so much!

Dear Vishay,

Here is a simple example of process where I create the contact for account and create the activity within the created contact.

1. I read the account http://prntscr.com/qq22gd

2. Creating the contact http://prntscr.com/qq22me

3. Adding the activity http://prntscr.com/qq22pl

And the result http://prntscr.com/qq22st

As you see Created record Id works fine in my case. But most likely you need to select some stage lookup value from the Add Stages element. If you are still struggling with the process, feel free to approach the support team via support@creatio.com so that they could look into the process on your particular website.

Dean

You can use business rules to make fields editable or not editable based on the value of a field. You will need to create a business rule for each field one at a time. If the condition is not met, the field will not be editable. This does not work for detail records. You will need to use business processes to control edit/delete of detail records or stop the creation of new records based on reading the status field you mentioned. 

This article can give you some ideas - https://academy.creatio.com/documents/technic-sdk/7-15/how-block-fields-edit-page

Thanks both for the responses! Do either of these allow a system admin to edit the fields/details? If not, is there a method to implement this?

Morgan Rees,

The only option that would work with your requirements is creating a business rule with code, specifying the condition that the checkbox is set to true plus the user doesn't have a system administration organisational role. Unfortunately, the second part wouldn't be possible to do in UI, which is why you would need a development for that. 

Here is an article how to make a business rules with code: 

https://academy.creatio.com/documents/technic-sdk/7-15/bindparameter-rule-how-lock-field-edit-page-based-specific-condition

An article how to identify if the user has a certain role:

https://customerfx.com/article/determining-if-a-user-has-a-specific-role-in-bpmonline/

Morgan,

My workaround for this has been to use the Records Group Editing addon to edit a value which is locked in the edit page. But Dennis's comment is more robust.

I have not tried it, but I thought that I could set a checkbox under column permissions to only editable by admin, then make the business rule dependent on that checkbox. Not sure if that would work. 

Hello Ricardo,

Did you get an answer for this?

Yosef,

unfortunately not...

Ricardo Bigio,

Yosef,

Got this message when tried to make circular reference. Parameter got value from process element's field and in the process element there was parameter in that field. When running, process tried to calculate field's value and got into recursion.

Dear Ricardo, 

This element is needed to track what objects were used in the process. It just adds the object to the corresponding record in process log. It doesn't do anything with the object itself and nothing would happen if you don't use it, however, it is easier to track the process flow with this element. It takes an extra space on the site though and process runs a bit slower. 

Dear Mark,

The required functionality can be implemented through development. In order to do it please use the “Script task” business process element. Please find more information about the element in the article by the link below:

https://academy.creatio.com/documents/technic-bpms/7-15/script-task-process-element

In order to implement the functionality it is necessary to do the following: for each employee select all the activities, where he is the owner and create the body of the email. Then send the emails to every employee using the “EmailSendService” service. In order to cycle through all employees it is necessary that they all belong to the same group. Please find additional information in the articles by the links below:

https://community.creatio.com/questions/business-process-script-task

https://community.creatio.com/questions/business-process-script-task

https://academy.creatio.com/documents/technic-sdk/7-15/entityschemaquery-class-adding-columns-query

If you have any further question, please contact technical support.

Best regards,

Norton