I have two applications,one simple,one advance workflow application.
I have to import records(with partial data,few fields) from simple application to advance workflow application.
Along with import(creating new records) in advance workflow application, I want them to be enrolled at different stages(nodes) in advance workflow automatically.
How to do this ?
I checked content enrollment options, but did not find any proper options to automate it.
You would have to create an evaluation node that would evaluate the record when it first enters advance workflow and then direct that record to the proper location (node) in the workflow.
Related
I'm newbie in RSA Archer, I want to know when it's convenient to use a questionnaire instead of an application. I would also like to understand the limits and potential of both objects.
Is it possible to create a cross reference between an application and a questionnaire?
Waiting for your kind help, I thank you in advance.
Giovanni,
An application (just like a questionnaire) you can add fields, rules/actions, advanced workflow, etc. The difference with a Questionnaire is that it has to target a record within an application. Meaning you cannot create a questionnaire record without a targeted record, you must first select a record form another application.
Typically you would use a questionnaire to perform an assessment on let say a device, application (non-Archer specific application) or perform a "review" on a policy or control standard. The questionnaire based on the questions configured would provide "scoring" of that targetted record. From there a questionnaire can be configured to generate Findings for questions not answered correctly.
There's a plethora of information on the RSA Community (https://community.rsa.com) the can help you along with an active discussion forum.
How can this be done with Mechanical Turk?
1- Worker fills in an evaluation test
2- The same worker uses an online e-learning site specifically on the topics that he/she failed.
3- The same worker passes again the evaluation test in order to confirm he/she made progress.
The test and the training can both be done online. Results and communications via email.
Thanks.
This sounds like a lot of manual work or custom programming.
You might want to use a Mechanical Turk Partner like TurkPrime.com. They work with many researchers to create customized solutions using what they call Concierge Services".
It sounds like manual work to me as well. If you do not want to program it then the manual option is to split it into three separate HITs and add a custom qualification after the first and second HIT. These qualifications would be required to accept the second and third HIT respectively.
Accordint to this blog one can hide the business process flows. I'm trying to follow it but there's no flows defined for my opportunity (according to the list).
I'd like to "delete" the flow for Opportunity entity (or at least affect it somehow to display different steps/different number of steps). The reason is that we'll be migrating from an older version and they've got a picklist with percentages of the deal being done. Not sure how to map it onto the Opportunity in 2013 and even if, I'm not sure the client'd like it.
Is it at all possible to remove business process flow from Opportunity in CRM 2013?
When I do follow the guide and fool around with all flows, I get to remove the one for Opportunity but then I'm shown the error message as in the image below. So I'm assuming that it's not the correct approach. Or did the blogger referred to in the first paragraph cheat and took his screenshot after closing the warning? :)
The blogger in the blog is using the earlier version of Dynamics CRM than yours. Newer versions of Dynamics CRM will show the above warning.
Beside one way in the blog, there are a couple of way to show/hide Business Process Flow:
use Javascript to set the display attribute of process bar element:
function hideBusinessProcessFlow()
{
document.getElementById('header_process_d').style.display = "none";
}
function showBusinessProcessFlow()
{
document.getElementById('header_process_d').style.display = "block";
}
Reference: https://community.dynamics.com/crm/b/misscrm360exploration/archive/2014/07/24/show-and-hide-business-process-flow-in-crm-2011-2013.aspx
Please note that this is unsupported customization.
Update processid and stageid fields of the record. Use update these fields with Javascript or writing a plugin/workflow to do this.
Have a look at this solution: http://code.msdn.microsoft.com/Change-Dynamics-CRM-2013-a6beb85e
In your case, you just need to update processid and stageid fields to null, then the annoying warning will disappear.
Good luck!
Are you looking at the complete list of Processes under Customisations? If you're looking at an unmanaged solution it won't appear unless it's been added to that solution. It's in there OOB and called Opportunity Sales Process, I just deactivated it on a clean org. No need to delete it, just deactivate it or edit as required.
There are two things that can be done for any business process flow in MS CRM:
Deactivate BPF
Delete BPF
In order to remove Business Process Flow (BPF) from existing records, it is not enough to just deactivate BPF. Even when we deactivate BPF, records that are associated with it will still show BPF with warning message that it is deactivated.
It is true, if you delete BPF from Processes in MS Dynamics CRM, they will be removed (not showed) from the records that were associated with that BPF. However, what if you do not want to delete default BPFs, like those related to sales process on system entities (Leads, Opportunities and Accounts)? What if you want to hide these default system BPF from default system entity (i.e. Opportunity)?
In this case you need to write plugin/workflow activity to remove association of the entity record from BPF.
See my GitHub example how to do this
This MS CRM community post is also useful:
Remove business Process Flow from Account
I was wondering if anyone could possibly help me with my SharePoint 2010 issue. I recently created a CRM System within SharePoint for my small business which utilizes a email notification workflow. The workflow is triggered when the 'Action Needed' field has a 'yes' value, this means that 2 days after the information is created or edited the workflow will notify the particular user that further action is needed.
Previous thread with image of the workflow
Now this is great if myself or other members of the team are only inputting a couple of items but I found out the hard way when i keyed in 20 or so items and received 20 individual emails which is irritating as you can imagine.
So on to my issue, I would like the email notifications to be grouped together in one email so it's more efficient and avoids the need for individual emails. So when one particular user creates or edits multiple records instead of separate email notifications I would like it all in one email. So is this possible while using SharePoint workflows? If it is possible and how would I go about expanding my current workflow to achieve this?
I have already asked this question in the dedicated SharePoint area to no prevail, I could really do with the help also if what I am asking is impossible then could someone at least say so.
Thanks very much to anyone who contributes and helps me with my problem.
If you are using SharePoint Designer , then this is not problem. This is because each workflow can access the data on which List Item the workflow is triggered.
However, this is definitely possible using a custom workflow or an event Receiver.
http://msdn.microsoft.com/en-us/library/ms437502(v=office.14).aspx
Theoretical question. Lets say I build an application for managing clients, products, bills and such. All without a user login.
Is it possible to get multi user (each one with his own clients,products,...) functionality after the main application is done?
Or should I think of the multi user in the first place? How flexible is rails at this part?
thanks in advance
dennym
What you are asking for is a pattern called Multitenant. There are different ways to do it, but none are provided by Rails natively.
You could start with this slide: http://www.slideshare.net/tardate/multitenancy-with-rails
And figure out if you want to do; partitioning based on data, Rbac, model or schema.
There are is one that offers it as a service that says that it is easy to do after you have your application: http://railskits.com/saas/
But in our experience, it was a bit outdated and missing some features that we wanted.
You can also take a look at other gems like: multitenant or act_as_tenant.
We ended up using act_as_tenant and doing it from the beginning.