Difference between revisions of "News:Changes to Require confirmation client and agreement"

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|Changes to Require confirmation (client, agreement)
 
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<b>Changes to Require confirmation (client, agreement)</b>
 
<b>Changes to Require confirmation (client, agreement)</b>
   
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A change has been made to the Require confirmation (client, agreement) function.
 
A change has been made to the Require confirmation (client, agreement) function.
   
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Previously if you had the function activated, and used the logic of creating Media clients by entering a Client ID of a Project client,
 
Previously if you had the function activated, and used the logic of creating Media clients by entering a Client ID of a Project client,
 
you would not get a draft of the Media client to approve.
 
you would not get a draft of the Media client to approve.
   
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Now, if you enter a Client ID from PRO + have the parameter '''Synchronise clients in PRO''', data from the PRO client is imported. If any of the data is in fields that require confirmation in Media,
 
Now, if you enter a Client ID from PRO + have the parameter '''Synchronise clients in PRO''', data from the PRO client is imported. If any of the data is in fields that require confirmation in Media,
 
a draft that needs approval from a second user is created.
 
a draft that needs approval from a second user is created.
   
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For this functionality to work, you can '''''not''''' have the parameter '''Synchronise clients in MED''' activated
 
For this functionality to work, you can '''''not''''' have the parameter '''Synchronise clients in MED''' activated
   

Latest revision as of 09:50, 18 September 2025

Changes to Require confirmation (client, agreement)
Published 2025-09-18
Module Media
Version 546W2508
Revision 0
Case number CORE-7396

Changes to Require confirmation (client, agreement)

A change has been made to the Require confirmation (client, agreement) function.

Previously if you had the function activated, and used the logic of creating Media clients by entering a Client ID of a Project client, you would not get a draft of the Media client to approve.

Now, if you enter a Client ID from PRO + have the parameter Synchronise clients in PRO, data from the PRO client is imported. If any of the data is in fields that require confirmation in Media, a draft that needs approval from a second user is created.

For this functionality to work, you can not have the parameter Synchronise clients in MED activated