i am using creatio 8.2.2

 

i am currently making a way so that if 1 field's value is under 50m then the top flow works, if between 50m and 150m then the middle flow works and if over 150m then the bottom flow works i am building a business process, now am a bit confused, is this how you do it?

 

or do i have to use the exclusive gateway for the if field conditional flows?

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I think an exclusive OR gateway would be optimal in that it would only test conditions until the first true condition, whereas an (inclusive) OR gateway would test all conditions.  Your process would work fine however I would think except I'm not sure the final approval in each case would exit the approval, you may have to provide conditional exits (but I could be wrong).

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how do i make it so that anything under 250m requires 2 approvals from 2 different roles? all i got so far are these

should i use the stages case? or should i use the business rules? 

here's how i want to make it, 

if the limit amount recommendation is 250mil or higher then it requires the approval from 3 different roles to pass, if it is 50mil-250mil it requires the approval of 2 different roles to pass, and if it is under 50mil it requires the approval of only 1 role to pass,

 

can anyone provide me with a way to implement this into creatio, with images if possible or detailed instructions

 

i am using creatio version 8.2.2

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Hello.


A more reliable and flexible solution for your task would be to implement a business process that triggers upon the creation or modification of a record. This process can check the value of the "Limit Amount" field, and if it meets or exceeds the specified threshold, initiate an Approval workflow using the "Approval" process element.
 

The Approval element provides extensive functionality:

  • It allows you to define one or multiple approvers (users, roles, or dynamically set participants).
  • You can customize the approval conditions and logic, including escalation or repeated approvals.
  • The process can branch based on the outcome (approved/rejected), enabling you to build comprehensive approval flows.
     

You can learn more about the capabilities of this element in the Academy article:  Approval process element – Creatio Academy.

This approach ensures greater flexibility, maintainability, and future-proofing for your use case.

Best regards.
Antonii.

Hello.


A more reliable and flexible solution for your task would be to implement a business process that triggers upon the creation or modification of a record. This process can check the value of the "Limit Amount" field, and if it meets or exceeds the specified threshold, initiate an Approval workflow using the "Approval" process element.
 

The Approval element provides extensive functionality:

  • It allows you to define one or multiple approvers (users, roles, or dynamically set participants).
  • You can customize the approval conditions and logic, including escalation or repeated approvals.
  • The process can branch based on the outcome (approved/rejected), enabling you to build comprehensive approval flows.
     

You can learn more about the capabilities of this element in the Academy article:  Approval process element – Creatio Academy.

This approach ensures greater flexibility, maintainability, and future-proofing for your use case.

Best regards.
Antonii.

Antonii Viazovskyi,

thank you, i'll try and implement this method, i thought that this method could only be done through business rules, i hadn't even considered business process

 

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Hello

 

I'm trying to make the approval comment field mandatory for a DCM. The idea is that  the approval cannot be approved or rejected if a comment hasn't been added to the section. That is, all approvals need to have a comment added to them.

 

I try to marked the comment as obligatory in the object "Basevisa" but it didnt work. 

 

Any idea how can I make the comment mandatory. 

 

Thank you 

 

 

 

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Hello Laura,

 

In classic UI there are two approaches: either one provided here (but don't forget to disable the AcceptApprovalWithoutComment system setting) or creating a replacing view module for the PreconfiguredApprovalPage and add this code:

define("PreconfiguredApprovalPage", [],
	function() {
		return {
			attributes: {},
			methods: {
				save: function() {
					const approvalComment = this.get("Comment");
					if (approvalComment.length > 0) {
						this.callParent(arguments);
					} else {
						Terrasoft.showErrorMessage("Comment is mandatory");
					}
				}
			},
			diff: /**SCHEMA_DIFF*/ [] /**SCHEMA_DIFF*/
		};
	});

As for the Freedom UI - as was mentioned here and here - this is not avialable in Freedom UI as for now. I will notify our R&D team about your question to prioritize the task to develop the logic for them.

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Hello, I'm currently trying to make a case stage process where an approval is sent out tothe selected approver by an user. I've set up so that when a case reaches the "Approval" stage a sub-process is run that will open a mini page for asking the approver name by a user.

 

But sub process is not automatically open that page for asking the approver name. Please see the screenshots below:

 

Can anyone please help with this? Any help is really appreciated!

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Hi all, 

  In the Next Steps approval element of Freedom UI, is it possible to add an additional button? We already have 'Approve' and 'Reject' buttons, but I would like to include a 'Revise' button as well.


Regards,
Elakkia 

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Hi all,
Could anyone please help on this
Regards,
Elakkia.

Elakkia ,Hello!
 

Unfortunately, adding your own button to existing templates is not possible.
 

However, the development team is currently working on an article that will describe the steps to add a custom tile in the Next Steps element through code. This article will soon be available on our academy.
 

Additionally, we have registered an idea to add the "Revise" button to the default tile template in the Next Steps.
 

Thank you for your request!

 

Pavlo Sokil,

Thanks for the reply!

Pavlo Sokil,

Are there any estimations for both of that plans? 

 

i mean the article, and "Revise" button?

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Hi,

I have the order approval enabled. There is an OOB field called objective, I have a process that prompt the user for approval reason (with auto generated page) and it gets populated on the approval instance. I want to add some more information to the order approval object, I added the fields to the order approval object and added parameters to the auto generated page but i don't know how to make the input save into the order approval.

Any ideas?

Thanks,

Chani

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I realized I have to add the fields to the Order approval process page_Specify approval parameters page. How do I customize the page? It's a feerdom UI page and there is no replacing UI page on the element to add in a package. Any ideas how to create a module top replace it?

Good day, Chani!

In order to add new field to the "Order approval process page_Specify approval parameters", you need to perform the following steps:
 

1. Add the new parameter to the order visa modal page

2. Add the new field to order visa modal page and configure its Data Source in the right panel to created parameter in step 1:

New parameter + data source

3. Go to process "Order approval Freedom" and add new parameter to first step Specify approval parameters (modal)
4. Go to process "Getting order approval Freedom" and add new parameter:

processes

5. In process "Getting order approval Freedom" set this new parameter to "New Approval" step

6. Go to process "Order approval Freedom" and pass new parameter to process "Getting order approval Freedom"

Nikita Kudin,

Thank you.

Regarding step 2, I can't save changes on the "Order approval process page_Specify approval parameters", it says: "Unable to save changes for item "OrderApprovalProcessPage_SpecifyApprovalParameters". It is either created by third-party publisher or installed from the file archive"

How can I save it?


 

Nikita Kudin,

Thank you. Support told how to enable the angualr replacing page and I was able to copmlete your instructions. However, the new fields don't show up on the approval element in the business process. Does this only work for feerdom UI? I'm not using feerdom UI and was looking to add the field to the approval element:

BP

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Hello, 

 

Is there a way to create a filter on the approval delegation list?

 

For example, the user is prompted with an approval using the approval step in a business process. They access it from the right hand panel and choose "Delegate Approval" and the window that appears offers all users and roles as an option. We want to offer a select role only as available options. Is this possible?

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Hello,

 

We have discussed the case with the responsible R&D team, who informed us that there is no possibility of managing the "Change Approver" option by roles. But the query for future implementation and further analysis was registered for the responsible team.

If you have any further questions, please respond to this email we would be happy to help.


Thank you for choosing Creatio!

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Dear colleagues,

 

I need to trigger a process to search for all pending approvals in a Freedom UI section, but I have not found a Visa object connected to Freedom pages. How can I approve all pending approvals connected to a specific object in a FreedomUI section via a process?

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Found, it is a single object for all entities: Approval, in the column "Reference schema name" must indicate the name of the object of the section where the Approval belongs and in the column "Entity identifier" the id of the object....

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In Classic UI, the approvals and the tasks were all shown in the action dashboard, where it says "Next Steps".

Now in FreedomUI, only tasks are being shown there, no approvals. Is that the expected behavior? is there any way to show approvals there as in classic UI?

 

Thanks!

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Also wondering how to better use the approvals in Freedom UI, seems slightly less intuitive for users.



 

Hello, 



It's expected behavior, the approval displaying only in a separate 'approvals' component: 

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Hi Community,

 

In our Approval Process, there will be more than 2 options and we are not using only approve and reject.

We will use the color for our decision

  • White = Approval
  • Black = Rejecte
  • Grey = will active a sub-process to add in more information

Could I able to set up an approval like that?

Thank you

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Bao,

 

Your business task could be achieved by business process. 

 

You can use your diagram as the base for the process. 



Instead of the first Аpproval element use the [Auto-generated page]\[Pre-configured page]  (or [User dialog] element), to display for required user or role, then through the flow on the second Approval element making a decision.

Hello Bao,



Could you please elaborate on your business task?

 

Could you please clarify what you mean by "In our Approval Process"? Is that a business process or another logic? 



And how did you implement theses colors? 

Bogdan,

Um to be clear, I want to ask if there is any way to make an approval process with 3 options

Due to our business, the approval must have 3 options to divine our client into 3 group

  • White: means they are okay with a clean profile
  • Black: means they are having red flags in the profile
  • Grey: means our Top manager will be the one who decides to

Here is the picture for you to understand our business approval right now (but it just a summary, I am not allowed to share more detail on this)

Bao,

 

Your business task could be achieved by business process. 

 

You can use your diagram as the base for the process. 



Instead of the first Аpproval element use the [Auto-generated page]\[Pre-configured page]  (or [User dialog] element), to display for required user or role, then through the flow on the second Approval element making a decision.

Bogdan,

It's works

Thank you!

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