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Link to investment from a manual action of a process

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  • 1.  Link to investment from a manual action of a process

    Posted 07-14-2017 04:33 AM

    Hello everyone,

    I have a process to approve the plans of costs of the investments. In a manual action of this process, I want, when the user receives the text of the action, at the end of the text appears a link to the investment properties, whether it is an idea or a project. For me the difficulty is that the URL is different if it is an idea or a project.


    Does anyone think of how to solve this?

    Thank you very much and greetings.



  • 2.  Re: Link to investment from a manual action of a process

    Posted 07-14-2017 07:14 AM

    Similar to this?

     

    Gel - email notifications - sending a variable URL

    https://communities.ca.com/message/10045894  

     

     

    NJ



  • 3.  Re: Link to investment from a manual action of a process

    Posted 07-14-2017 08:07 AM

    Hello,
    The difference is that I'm not doing a gel script, it's a manual action.

    Thanks for your answer.



  • 4.  Re: Link to investment from a manual action of a process

    Posted 07-19-2017 06:22 AM

    Hello Carlos,

     

    If I understand you correctly, your process will send a link for the Cost Plan of Record to the Project Manager for his or her Approval? If yes, you can try to create the process on the Cost Plan object instead of the Investment object and see if it works?

     

    Suhail.



  • 5.  Re: Link to investment from a manual action of a process

    Posted 07-19-2017 12:29 PM

    Hi

     

    Create a custom attribute on Investment Object and populate the URL whenever project or idea created. use that custom attribute in the action item description.

     

    Thanks

    Senthil



  • 6.  Re: Link to investment from a manual action of a process
    Best Answer

    Posted 07-20-2017 07:19 AM

    Solved.
    Many thanks to all for your answers, you have helped me a lot with the solution of the problem.

    • I have created an attribute in the Cost Plan object: "Link to investment Properties".
    • In the "Cost Plan Entry" process, I have created a GEL Script that fills the value of the attribute according to the type of investment.

     

    • In the notification I only had to refer to the attribute of the Cost Plan created.

     

    Thank you very much, mates.