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?

Like 2

Like

1 comments
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.

Show all comments

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!

Like 0

Like

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.

Show all comments

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

Like 0

Like

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.

Show all comments

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

Like 0

Like

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

Show all comments

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

Like 0

Like

1 comments

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

Show all comments

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

Like 0

Like

3 comments

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

Show all comments

Hi community!

We have created replacing schema - VisaNotificationsSchema. In VisaNotificationsSchema we added code to hide "Reject" and "Change approver" buttons. We want to apply it for specified objects . To do it we need to retrieve object Id from Approval. Any suggestions how can we do it?

Best regards, 

Jana

 

Like 0

Like

1 comments

Hi Yana,

 

I just prepared working example so You can adopt it to Your case

 define("VisaNotificationsSchema", function() {
   return {
      methods: {
 
         getVisaActionButtonMenu: function() {
            var menu = this.get("VisaActionButtonMenu");
            if (!Ext.isEmpty(this.values) ? this.values.SchemaName=='Opportunity' : false) {
               menu.removeByIndex(1);
               menu.removeByIndex(1);
               menu.removeByIndex(1);
            }
            return menu;
         }
      },
      diff: [
         {
            "operation": "merge",
            "name": "VisaActionButton",
            "parentName": "NotificationItemTopContainer",
            "propertyName": "items",
            "values": {
               "itemType": Terrasoft.ViewItemType.BUTTON,
               "style": Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
               "classes": {"wrapperClass": ["visaActionButtonWrap-class"]},
               "caption": {"bindTo": "Resources.Strings.VisaActionButton"},
               "prepareMenu": {"bindTo": "selectNotificationItemOnActionButtonClick"},
               "menu": {
                  "items": {"bindTo": "getVisaActionButtonMenu"}
               }
            }
         }
      ]
   };
});

Best regards,

Marcin

Show all comments

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

Like 0

Like

2 comments

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.

Hello Artem,

 

We are also facing the same issue. Ours is not a custom code, all we do is create an approval task via business process. While the approval task is seen in notification center, the counter does not get increased.

 

Please advise

 

Test process creates an approval task for current user

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

Show all comments

Dear Community,

 

I'm creating a section with a case where an email will be sent as soon as the approval start.

Is it possible for the one receiving the email to approve from the email rather than having to log in?

https://prnt.sc/26kta19

 

 

Kind regards,

Yosef

Like 0

Like

1 comments

Hello Yosef,

 

Unfortunately, it is impossible to implement your business task, as for now.

But we have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.  

 

Best regards,

Bogdan

Show all comments

We implemented an approval process in the opportunity entity.

But now I have the requirement to link the approval-records also with an second entity.

 

In the new approval-object (which will created if you activate the approval in the target section wizard), I created a new lookup-field (link to the second entity).

 

 

But in the Approval task I can't find any way to fill this new field.

 

 

Is there any solution for this requirement?

Like 0

Like

1 comments

I believe its best to use only one record in the system to be linked to the Approval. You just have to ask yourself what the user is accuallt approving and commit to that. Is it the Opportunity(aka Pitch?) or the Project(aka Matter?)?

 

If I wanted to display History of Approvals of the Opportunity, on the Project Page, that's easy to set up using a Detail. Easy to use and good overview as well

 

You could modify the Approval object and have it be connected to an Project (this not the same as the Link-function since that's pretty special). But I gotta wonder if this is neccessary

Show all comments