approval
8.0

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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approval
FreedomUI
Studio_Creatio_enterprise_edition
8.0

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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FreedomUI
section cases approval
approval

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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approval
Option
Sales_Creatio_team_edition
8.0

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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4 comments
Best reply

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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approval
visa
Studio_Creatio
8.0

I want to filter the change approver lookup based on some conditions. I tried to find the module that is responsible for this but couldn't find it. Can anyone help me on this?

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Best reply

Hello,

 

When clicking the "Change approver" button the ApprovalDashboardItemViewModel module onChangeApproverButtonClick method is called. This onChangeApproverButtonClick method calls the changeVizierAction method from the BaseVisaProvider module. Lookup opening is performed in this part of code (inside the checkRightCallback callback method):

LookupUtilities.OpenLookup({
						sandbox: sandbox,
						lookupConfig: lookupConfig,
						renderTo: renderTo || Ext.get("centerPanel"),
						cancelCallback: cancelCallbackFn
					}, lookupUtilitiesCallback, this);

Unfortunately filters cannot be added at this point based on the OpenLookup method from the LookupUtilities.

Hello,

 

When clicking the "Change approver" button the ApprovalDashboardItemViewModel module onChangeApproverButtonClick method is called. This onChangeApproverButtonClick method calls the changeVizierAction method from the BaseVisaProvider module. Lookup opening is performed in this part of code (inside the checkRightCallback callback method):

LookupUtilities.OpenLookup({
						sandbox: sandbox,
						lookupConfig: lookupConfig,
						renderTo: renderTo || Ext.get("centerPanel"),
						cancelCallback: cancelCallbackFn
					}, lookupUtilitiesCallback, this);

Unfortunately filters cannot be added at this point based on the OpenLookup method from the LookupUtilities.

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approval
NotificationBadge
ApprovalBadge
Counter
8.0

Hello community,

We are also facing the issue. We have created an approval task via the business process. While the approval task is seen in the notification center, the counter does not get increased or visible.

Please advise.

The test process creates an approval task for the current user.

 

After the process is triggered, the task appears for the current user, but no badge or counter is seen as highlighted in yellow.

Thanks in advance!

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1 comments

Hi, Yasaswini!

 

Unfortunately, we are not able to understand what exactly you meant by "badge or counter is seen as highlighted in yellow."

 

Please get acquainted with this documentation and clarify the current and expected behavior.

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Hi Team,

We want to show the owner of the record along with an additional field in the approval notification in the CTI panel

Question :How to add additional field in the approval notification panel other than the name of the record

 

 

Thanks in advance!

Regards,

Mayan

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3 comments

Hello Amritha,

 

There are no basic tools to achieve your business task. It could be achieved only by development.



We've registered it in our R&D team backlog for consideration and implementation in future application releases.



Thank you for helping us to improve our product. 

Bogdan,

If it can be achieved by development then can you please share the snippet which can be used to achieve it

Hello Amritha,

 

Unfortunately we don't have a ready to use code for this task. The logic of the notification in the CTI panel is stored in the VisaNotificationsSchema module. If you need to add additional columns in this notification schema you need to insert them into the diff array of the schema. You can also study how data is received to fields like NotificationSubjectCaption or NotificationDate columns.

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approval
Validation
visa
Studio_Creatio
7.18

Hi Community,

 

I wanted to implement a funtionality where a validation should happen on click of Approve button. If the valiation fails the approval should not happen.

 

To achive the above task I tried with the following approaches, on the "UsrReturns" custom object.

  1. Tried to implement "asyncValidate" on "UsrReturnsVisaPageV2", but it didn't work (Seems the approval is happening outside the context of this page). Also not sure what is the use of this page.
  2. Tried to implement validation using Entity Events Layer on the object "UsrReturnsVisa". Although it didn't approve the request, but it didn't throw the exception as well with the following code,
    if(true){
    	throw new Exception("Can not approve");
    }
    return true;
  3. Tried to implement a custom approval logic using "ApprovalDashboardItemViewModel", but I can not create a replacing schema with this.

So need a way to implement such funtionality. Any suggestions will help.

 

Thanks & Regards,

Sourav Kumar Samal

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3 comments

Hello,

 

Can you please screenshot the exact button you click, clicking which should start the validation process?

 

Thank you!

 

Best regards,

Oscar

Oscar Dylan,

While clicking Approve on notification panel as shown below,

 

 

Also while clicking under DCM & from Approvals section, same error shows on the console, but popup doesn't come.

 

Regards,

Sourav

Sourav Kumar Samal,

 

this is a bad request response returned by the app and we need to see the actual response (from the "Response" tab of the request in the "Network" tab).

 

To add some logic upon approval you need to replace the "approve" method in the "VisaNotificationsSchema" module (for "reject" actions its "reject" method). You will be in the context of the approval record and you can use data from there to process further with the approval\rejection. So you need to override the logic of these two methods.

 

Best regards,

Oscar

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approval
Sales_Creatio_enterprise_edition
7.18

Dear community,

 

Is it possible to add more info in the approvals in the right sidebar?

In the desktop application, it is possible to click to the related record (e.g. invoice) to see the detailed info, but in the mobile app it is not possible.

Therefore, I would like to add some text containing a short description:

https://prnt.sc/rzKCmxQgIEnC

 

 

Kind regards,

Vincent

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Hello Vincent,

 

Please be informed that at the moment, in the existing interface of mobile application approvals, it is not possible to implement such logic as you described.

A request for the implementation of this functionality has already been registered and I will also attach your request there to increase its priority.

 

Thank you for choosing Creatio!

 

Kind regards,

Mira

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approval
business rule
view_button

hi all, 

 

I registered a CRM full bundle, created a new app, and created a new section in it 

 

I can't find these features:-

                             1- business rules 

                             2- enable approvals checkbox

                             3- view button in section which opens the section wizard 

 

please help me ASAP with some screenshots for how I can find and enable them

 

thanks

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Hello Ibrahim,



Could you please specify the current version of the website?



Best regards,

Bogdan

Bogdan,

 

8.0.0.5434

Ibrahim Nour El-Din,

 

Unfortunately, this functionality is not available in 8.0 version. But we've been informed that they will be available again with the next coming releases (8.0.1 or 8.0.2).

 

Best regards,

Bogdan

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