Hi, I had shared a lobby for users and added it to IFS navigator. Then I have added some more elements to this lobby. After that Users can see lobby but all new elements don’t show any data. There is only ... Whats happend? How can I fix it? Thank you :) Are you able to see contents as App Owner? If so, it could it be a permission set related issue - or in alternative, or the lobby page might be missing some parameters which are required for the lobby element to properly execute.
Hi Alina, If the positions were created just before, in the same session, it might be a matter of logging out and in again. If not, please check (in Supervisor Access Setup) if you have the privilege HR Application Manager, because that’s necessary if you want to create an employee and assign an organizational unit/position to that employee. Best regards, Martin This solved the issue for a similar question we add. Thank you.
Hi @LSO-ME Thanks again for the quick reply. I appreciate it. How can I do this? I’ve created database tasks before but only if they are pre-existing, wouldn’t this require me to create a new one? Thanks, Bryam Yes - you’ll need to create a new Scheduled Task that would refer your new custom code.
You can develop a Scheduled Database Task that will trigger a function that will scan the open BO’s and then close them if they are expired according to your criteria.Thanks,Licínio
Hi @LSO-ME Sorry I just saw that you are also a customer. How did your testing/implementation go? Are you willing to share what you created? I’d be very appreciative. Thanks, Bryan Hi @bdoucette ,Since our scenario was very specific, we’ve ended up implementing a custom event that is triggered when a Sales Quotation state changes. The custom Event closes the linked Business Opportunity, and also updates the reason field for the BO Close. Example of the API call we’ve used - this exampla closes a BO and set the reason for it (builted-in our logic):Business_Opportunity_Api.Set_Closed(business_opportunity_no_, 'WON', Order_Quotation_API.Get_Reason_Id(sq_w_quotation_no),'', 'Event - Auto-close - WON' || Order_Quotation_API.Get_Lose_Win_Reject_Note(quotation_no_));
@eric.vives we found the issue. This only works if you convert a BO to a CO, not if you convert a SQ to a CO. Is there another way to get the BO to close when converted from a SQ? Hi @Tenecia.Seeley , We’re currently implementing a solution with custom events that will help on that. Still in testing phase but looks promising.Basically we’re making an event that fired upon SQ state update, wich calls an API code that will look into the linked BO and change it’s state.
Hello, In order for the Business Opportunity to Close automatically, you must set this as “True”, otherwise it’s a manual step. Kind regards, Eric Thank you Erik - we’ll test it internally and let IFS community know the outcome.
Hi - i’m also interested on this subject, have you received any feedback? Thank you.
Hi Mathias, thank you for your reply. We’ve taken the approach you’ve referred in your post and we have this service currently in execution.Thank you,Licínio
In Apps 9 we built custom event to do this. It’s triggered by the RMB option to print the PO and performes the following setps… Creates the PO output doc and saves it in docman, Searches for any doc’s connected to the parts being ordered, and any docs’ connected directly to the PO line (both part lines, and also no-part lines) Creates a document transmittal, and sets the receivver to the applicable supplier Adds the documents found in step 2 above, and the PO doc created in step 1 above, to the newly created transmittal Sends a streams message to the user that clicked the RMB, with a link to the transmittal. The user can then zoom to the transmittal via the streams notification, review the connected documents, and if everything looks to be in order, they can process the transmittal. They would RMB on the transmittal and select Transmittal assistant. Since everyhing is already populated by the Custom Event they just click next,next,next,next to get to the final screen of the assist
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