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.

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

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

If David has Alex's rights (as his manager e.g.) he can approve his approvals

But he is not!

David has just the All Employees role, and he can approve/reject Alex's approvals or other roles too.

Hi Chani,

You need to check the table that stores approval records rights. For example if approval was enabled for invoices the table is callled SysInvoiceVisaRight. The query should be the following:

SELECT * FROM SysInvoiceVisaRight
WHERE RecordId = ''

RecordId is an Id from the InvoiceVisa table (it stores all visas for all invoices in the system). So the query should be:

SELECT * FROM SysInvoiceVisaRight
WHERE RecordId IN (SELECT Id FROM InvoiceVisa
WHERE InvoiceId = '')

InvoiceId can be retrieved directly from the URL bar of the browser when the Invoice is opened.

The user or role is stored in the SysAdminUnitId column of the SysInvoiceVisaRight table. You need to check which users and\or roles are stored in the SysInvoiceVisaRight table analogue for your section. 

Also try checking default record permissions for the approvals object for your section in the "Object permissions" section (in System designer).

Best regards,

Oscar

Hi Robert, 

We don't have practical examples of such implementation, but you can try to export the process as a file to attachments, that's seems to be the only way to achieve it. Probably it would be not much convenient to use, but there is no such out-of-the box option in the system.

Please share the result if you succeed cause it would be splendid tip for all of us!

Thanks!

Best Regards, 

Bogdan L.

Bogdan Lesyk,

Hi Bogdan,

thanks for the answer, but I fear I don't really understand it :)

What process should I export and what is meant by "as a file to attachments"?

Thanks,

Robert

Robert Pordes,

I mean you can upload the usual file/business process file (*.BPMN), where will be the approval process you wanted to set up. 

And user who wants to perform any actions with attachment should open the "Approval file" with some logic you've made. 

This file will also be in attachments.

That's what I mean and hopefully it's more clear now :)

Thanks!

Regards, 

Bogdan L.

Bogdan Lesyk,

HI Bogdan,

thanks again for the clarification!

However, I simply want to activate the out of the box approval mechanism as it is used in other sections, like the documents.

It looks like this in the section wizard:

I know that Attachments are details, and therefore are not shown in section wizard but detail wizard.

I thought that there is maybe a trick to enable the approval for this detail.

Thanks,

Robert

can try a business rule on the approval object for status = negative , make comments mandatory. not sure if this will work on the prompt!

Hello,

You need to create a replacing view model for PreconfiguredApprovalPage and add a code similar to this one:

attributes:{
				"Comment":{
					"dataValueType": this.Terrasoft.DataValueType.TEXT,
					"isRequired": {"bindTo":"isCommentRequired"}
                }
          },
          methods: {
            isCommentRequired: function(){
				if (this.get("Status").displayValue=="Negative"){
				return true;
                } else {
				return false;
                }
            }
          },

In this case when the reject button is clicked the field should be filled in:

Best regards,

Oscar

Hi,

I need same functionality in the freedomUI. What changes need to be done?. I tried with the above code mentioned, but it's not working.

Please let me know if there is any way.



Thanks.

Regards,

Manideep

HI,

Unfortunately, currently, you cannot do this on a new UI.

Hi Sethu, 

Couple of questions. Do you need all physics related users to approve? Or Any one from that group need to approve? If the answer is Yes to the second question,  you can create a functional role, being assigned with all these users and send the approval for that role. Every one in the role can be notified and will be able to see approval. But any one can approve it. If it's Yes for the first question, I would suggest instead of using the approval element in the process, create an approval for the record for each of the user in the loop. This way an approval will be created for all the users.

Hi Krishna, Thanks for getting back , the approval need to be sent to a particular set of  Users ,all these users are already in a functional role , based on a filter , i have taken out few users , the approval needs to go to each user on the filter and only they should be able to approve it . 

Can you clarify  this point ?  create an approval for the record for each of the user in the loop. This way an approval will be created for all the users. 

Do you mean add record option in the business process ?

Hi sethuraghav,

There is a possibility to specify a user role as an approver in 7.17.0 version. Please see this screenshot of the test approval created in the "Cases" section DCM that sets the "1-st line support" user role as an approver for the record in case the stage is modified to "Waiting for response":

As a result the role was selected as an approver for the test case record:

So please use the same functionality to achieve the result required.

Best regards,

Oscar

sethuraghav,

Yes, I was referring to Add element to create Approval entry.

Thanks Krishna and Oscar

Hello,

You did everything correct, but the trick here is that trace data cannot be received from "Terminate event". Please view trace data of approval element and check parameter values before this element execution and after this element execution so to get needed data.

Best regards,

Oscar

Thanks Oscar.

Actually the process was typically not accurate for the action that I wanted to perform.

Hi!

Have you checked errors in the console? They might store some additional information about this issue.