Giuseppe Iannacone Posted September 21, 2018 Share Posted September 21, 2018 is there a way to update the customer in a BPM starting from an answer in a PC custom form ? the idea is for the new hire request, the HR people are the subscribers but the new employee's manager has to be the customer (in this way it will be able to see the request's status) Any suggestion? 1 Link to comment Share on other sites More sharing options...
Steven Boardman Posted September 21, 2018 Share Posted September 21, 2018 @Giuseppe Iannacone i don't believe there is an option to '''Change''' the customer from the BPM. At what point in the process are you looking to change the customer and from the new hire's manager to be to who? HR, the new hire themselves? Link to comment Share on other sites More sharing options...
Giuseppe Iannacone Posted September 24, 2018 Author Share Posted September 24, 2018 @Steven Boardman the HR will insert all the information required during the PC, on of the field of the PC is the new employee's manager and this one should be the real customer. So from the BPM it's at the very beginning. Link to comment Share on other sites More sharing options...
Steven Boardman Posted September 24, 2018 Share Posted September 24, 2018 @Giuseppe Iannacone i see, so basically you have the need for one user to raise the request and for the manager of the new hire to have visibility of the request, and as you say currently you would need to be the customer of this request to see this on the portal. I am not sure there is a workaround to this currently. We do have a story for allowing Connections of a request to be able to view these on the portals, which i believe would give you the same outcome. I will add you to this change and will post back here as this progresses. Steve Link to comment Share on other sites More sharing options...
Giuseppe Iannacone Posted September 26, 2018 Author Share Posted September 26, 2018 @Steven Boardman thank you Steven, I believe that at this stage we will workaround changing manually the customer (human task) but for sure the Connections story will come very helpful. I believe I've been already added to the change. Link to comment Share on other sites More sharing options...
James Ainsworth Posted July 3, 2019 Share Posted July 3, 2019 Hi Giuseppe, The feature mentioned above for providing a view only access to a request for Connections is now available. The view only access of a request is only available to full Collaboration Users and Basic Users. These requests can be accessed under the My Services option within the Hornbill Client. More information about this feature can be found here. I hope that helps with your requirement. Regards, James Link to comment Share on other sites More sharing options...
Giuseppe Iannacone Posted July 5, 2019 Author Share Posted July 5, 2019 @James Ainsworth thank you again! Link to comment Share on other sites More sharing options...
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