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)...MoreLess

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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...MoreLess

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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...MoreLess

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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 AcceptApprovalWithoutCommen...MoreLess

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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.

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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 ...MoreLess

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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"...MoreLess

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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...MoreLess

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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.



 

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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...MoreLess

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