I would like assistance in trying to figure out how to set up a somewhat unique set of workflows.
For example, say I have several accounts, each assigned to the respective Stage 1 account representative. Each account should then be able to be submitted/assigned to the next stage, e.g. Stage 2 account representative, Stage 3 account representative. Each representative should also be able to send the account back down.
So, something like this:
Jones Account: Stage 1 Jones Account Representative -> Stage 2 Jones Account Representative -> Stage 3 Jones Account Representative
Smith Account: Stage 1 Smith Account Representative -> Stage 2 Smith Account Representative -> Stage 3 Smith Account Representative
Brown Account: Stage 1 Brown Account Representative -> Stage 2 Brown Account Representative -> Stage 3 Brown Account Representative
Is there a way this can be done?
It is possible in Zoho Creator. You have to create separate form to store all the stage 1, stage2 and stage 3 representatives for each user.
When the form submitted by the user A, you have to fetch the details from the form you have created to get a stage 1 representative of the user A and vice versa.
Check out the Expense Management application published in Zoho Creator Marketplace
https://creator.zoho.com/platform/public/showAppInfo?ownername=zohodogfood&callbackUrl=expense-management
Which has the same implementation what you are expecting.
Related
I am trying to automate the leave balance workflow and remove the dependency from the managers to approve it because if the leave is available its available and employees can take it.
I have created a share point where I have mentioned the date , day and leave balance(suppose at one day only 3 people can take a leave so it will be showing as 3), logic I am following, if the leave is greater than 0 in share point then employee can book the leave and an email should sent to the manager plus power automate should create an entry in the same share point that employee XX taken a leave for xyz dates.
In share point I have 3 Columns:
1: Date
2: Day
3: Leave balance
Please help me, thanks in advance
Thank you so much for your responses and this is the first time I am posting something and you guys are awesome.
Its like a train ticket system.
Suppose we have 2 categories
1: general Quota
2: Sleeper class
When a user book a ticket, user generally get if the ticket is available or not!,If the ticket is showing ( example: 30 tickets available) then user can book that ticket and its auto approved if its not available, user generally look for another day whenever the tickets are available to book the ticket.
Workflow should be: User entered the keyword "Book Ticket"--> gets all the dates when the ticket is available -> user click on book ticket -- if the ticket is available then user should able to book the ticket as the flow will be auto approved.
If the ticket is not available then user get a denial message that ticket is not available for the date and please try some other day.
In share point, I have created 3 Colum's:
1 Date
2: Days
3: Sleeper Quota
4: general quota
5: Available Tickets
I have already created the Bot by power virtual agent and now I want as soon as user selects " Book my ticket" and select General or sleeper quota, user should get the available tickets and can book it by BOT only with out any approval.
I'm trying to build a friend recommendation algorithm that recommends users a new friend every week. Let's say I have a database of
user A
user B
user C
...
and they have a list of hobbies
user A has interests [hobby1, hobby2, hobby3, etc...]
user B has interests [hobby3, hobby6, hobby8, etc...]
user C has interests [hobby1, hobby3, hobby4, etc...]
...
How do I build an algorithm that pairs pick a good recommendation for everyone with the catch that it should be different every week?
Week 1
user A -> user C [2 hobbies in common]
user B -> user A [1 hobby in common]
user C -> user B [1 hobby in common]
...
Week 2
user A -> user B [1 hobby in common]
user B -> user C [1 hobby in common]
user C -> user A [2 hobbies in common]
...
Because on the requirements, it sounds like it could be easy to just completely randomize all user recommendations every week. Is there anything that would be better than that threshold?
First, you need a function that takes 2 Users (A and B) and outputs a "similarity score". The simplest way to do that is to count the amount of common hobbies.
Then find the user that has the best "similarity score" with A and recommend it to A.
Keep a table containing all recommendation (let's call it t_recommendations) that have been made to a certain person, this way, the next time you need to recommend a new person to A, take the person with the highest "similarity score" that is not in t_recommendations.
Table t_recommendations would have the following columns :
recommended_to : The ID of the user that received a recommendation
recommended : The ID of the user that has been recommended to recommended_to
recommendation_date: This one is optional but could be useful if you want to start recommending people again after a while.
I plan to implement this for Requisition document.
So, I have 8 users, each from different Organizations.
There are 3 Organization.
1. General Organization
Users :
1) G0
2) G1a
3) G1b
2. Finance Organization
Users :
1) F1
2) F2
3. Technical Organization
Users :
1) T0
2) T1a
3) T1b
Assuming that I am user G0, I have 4 Approvals. They are from :
1. G1a
2. G1b
3. F1
4. F2
And, assuming that I am user T0, I also have 4 Approvals. They are from :
1. T1a
2. T1b
3. F1
4. F2
So I need to have permission from people in my organization first (depends on who login) before the approval from people in Finance Organization.
How can I make it possible in Adempiere?
The Standard Approval in Adempiere requires the Supervisor of a User approve any value above the Approval Amount of the user's Role.
However, as you have no doubt discovered, it only allows for one supervisor approving.
To achieve what you need is a little trickier and you will need to use the Workflow functionality of Adempiere. There are a number of steps involved and they're described in this howto from the Adempiere wiki.
I have a question & I think it's very common question, I gone through many blogs & white paper but didn't get any straight answer.
Say I have the below Org structure:
Org 1 - BU 1 - Sales VP - Sales Manager Team A - Sales Person Team A.
Org 1 - BU 1 - Sales VP - Sales Manager Team B - Sales Person Team B.
I don't want that Team A can see any accounts or any records being created by Team B & vice-versa but Sales VP can see all the records.
Approach A: Create a plugin/workflow & share the record accordingly.
Approach B: Create a new BU which I don't want.
Please, let me know if is there any other way to achieve this?
Thanks in advance.
Approach B is correct
ROOT BU - Sales VP
CHILD BU A - Team A CHILD BU B - Team B
This is exactly the situation BUs are meant for
I'm trying to replace our current AR report which shows all invoices outstanding by customer for a particular sales representative.
The issue is that each customer may have multiple sales representatives; however, since the Sales Representative ID is stored at the invoice level the report only displays that sales representatives sales to their customer.
What I would like to do is display on the AR report all invoices outstanding for all sales reps for each customer that a particular rep visits regardless of the sales representative making the sale.
So the sales rep will only see customers that he has outstanding balances with on his report but will also see other balances from that other reps may have outstanding with his customers.
How can I achieve this?
I suspect it has something to do with a parameter and creating a calculated field which lumps the sales reps for each invoice together for a customer and then doing a contains filter; but I can't figure out how to make that first calculation.
Additional Details:
CUSTOMER ID CUSTOMER NAME INVOICE NO SALESPERSON ID AMOUNT OTSNDNG AR BUCKET
CUST01 Customer 1 INV01 JAMES 100 31-60
CUST01 Customer 1 INV02 JAMES 100 61-90
CUST01 Customer 1 INV03 BRIAN 100 31-60
CUST01 Customer 1 INV04 MARK 100 CURRENT
CUST02 Customer 2 INV05 MARK 100 61-90
CUST02 Customer 2 INV06 JAMES 100 31-60
CUST03 Customer 3 INV07 MARK 100 31-60
CUST03 Customer 3 INV08 BRIAN 100 61-90
In the above table, when running an accounts receivable report for Brian Invoices 1-4 and 7-8 should show up as he sells to both of these customers. All invoices should show up on Mark's AR as he sells to all three customers and James should see the invoices for Customer 1 and 2.
I would attach a file to the question with this data in a spreadsheet if I could.
I believe the best way to achieve this is using parameters and conditional filters.
First, create a parameter 'rep'. Define it as list, and import [SALESPERSON] values to it.
Now the trick part, you want to filter the clients that has ever been visited by a specific salesperson. This is how you do that on Tableau:
1- Create a calculated field [marker]. Use the formula:
IF [SALESPERSON] = [rep]
THEN 1
ELSE 0
END
Note this will basically put a 1 marker on the lines of the selected salesperson
2- Drag [CUSTOMER ID] to filter
3- Go to tab 'Condition'
4- Use By field: [marker], Sum, >, 0
This will basically run a calculation. For each customer, it will get all [marker] entries, sum all them. Those who are above zero (meaning, there is at least one 1 marker) will be kept, those who are zero are eliminated
Let me know if this doesn't work, or you have any question