I have grouped a number of cases (Stages in my case) in the workflow. The decision of which stage will be chosen, is decided in a business process inside the previous stage.
The problem is that the first stage of the group always shows, even if it will never be processed during the workflow. How can I hide this stage on a specific condition and show the other stage in the group.
To hide a specific stage from the workflow based on a condition, you can use the "Automatic transition to next case stage" field in the stage properties. Set the value to "If required steps are completed" and configure the required steps in the previous stage's business process. If the condition is not met, the case will automatically transition to the next stage in the group, effectively hiding the first stage.
I have built stages on the custom object and few of stages are the dropdown. As per below screenshot.
If I select, second stage (2 - Appointment) and then I select another stage (ID-Pal). Previous status is getting changed to very first value in the dropdown. As per below screenshot.
How to keep the same value in the previous stage which were selected before?
Unfortunately, it is impossible to achieve desired business logic, since the grouped stages have a primary stage, which contains all the others. When moving to the next stage, it will be displayed.
We created a request for our development team with the desire to add such business logic when working with a group of stages for future releases of the Creatio application.
Here is an article from the academy about setting up cases.
Group with other stage – select stages from the lookup to group with the current stage. Grouping stages enables them to occupy the same slot on the workflow bar. The workflow bar displays grouped stages as a drop-down list. The stage specified in this field becomes primary and is placed before the current stage on the stage panel. The Group with other stage checkbox becomes uneditable if the stage is already grouped.
I have created a business process for the Lead. There is a stage named "Converted" to show that the Lead is converted to Opportunity.
But I have to check the Account of the Lead if the Account has the status: "Green" - a look-up field, the user could allow changing the Lead Stage to Converted. If the Account doesn't have the status, then the Lead is not allowed to change the Lead stage
I have noticed that when the opportunity is passing through the stages set on the DCM bar, these do not appear (some do not appear at all, some appear, but never the full flow from start to finish; New -> ... -> Satisfied)
Do you know how can I solve this? Or at least, where and how data is added in the Stages detail?
I have some Case Stages grouped and in some scenarios of all the stages only one is available. Is there a way to default to that one instead of the user click on the drop down and select the only stage available?
In the attached example, I'd would like the 'Validate Provider File' stage on the bar so the user does not have to click the drop down and select it.
Thanks Cherednichenko, but that is not what I need. I don't need to default a field on the actual page. I need to make visible the only stage available on a case where stages are grouped. What stage is enabled depends on a previous stage. In the screenshot attached to the question, If the previous stage was Confirm Provider File Received', then the only option available for the user is Validate Provider File. But because that stage is grouped with 'Validate Patient File', that is what is shown in the bar and the user has to make an extra click to select 'Validate Provider File' even though that is the only option available.
Thank you for your question. Could you please elaborate more on your business task? Would you like to receive a notification each time a record is modified? Kindly provide us with more details.
You need to use the "Activity" detail (on the "History" tab) of the record where the DCM is set. Or you can simply take a look at the Actions Dashboard and see if there is an "*" mark on the activity subject and that means that the activity is required.
Thank you for your answer, but the task is a bit more complicated.
My business task is to prevent the process (that can be started with the button on the page) from changing the stage if there is at least one required action at this stage.
It is something like if the user change the stage manually (in the base logic of DCM):
In order to get the information about the uncompleted activities please use the “GetRequiredUncompletedElements” method from the “Terrasoft.Core.DcmProcess” namespace. Please find more information about this method in the documentation by the link below:
In the case designer, i ve a process which launch a process which open a mail with a proposal for a contact.
Process:
Sub Process:
The case designer:
when the email is send, i would like to go to the next stage (Proposition Envoyée).
The Problem is that when the user select a model in the email panel, it saves the email and the process goto "Proposition envoyée" which change the section stage.
i would like to go to the next stage onlyt when the mail is send.
There are several ways to achieve your task and the easiest way to do that is to do the following: in the "Open edit page" element of your sub-process modify the "When is the element considered complete?" parameter value to the "If the record matches conditions" and specify that the activity status (status) should be completed:
The problem in your case is that the "Open edit page" element is considered to be completed once you specify any changes and save the record, but not when the activity itself is completed (the email is sent) because the value for the "When is the element considered complete?" parameter by default is "Immediately after saving the record" and as a result each time you specify any changes to the activity it is being saved and the edit page considered to be completed and the process continues its execution.
