I am using the "user dialog" element in some of my processes, and the settings are done as following: "Who performs the task" = Role & "Role" = I am using a formula to get from a "read data" element used previously the owner's branch (opportunity section). My wish is for this user dialog to appear ONLY for the users that are part of the same branch as the owner of the opportunity; but it seems that the element appears for any user, independent of the branch. I am attaching my element's settings below. Another issue is that even after the process is completed, the activity from the upper tab does not disappear, even if it was completed. Why is that? How can I make it work properly?
Currently, judging by the provided screenshot, you are referring to an activity that gets created and not the dialog page itself.
The created activity follows its section access rights, hence why if you have not set up the Object permissions for Activities, all users of your system will be able to see it.
What you could do is set up the said permissions, and then grant the rights for the certain role meanwhile restricting everyone else by using the [Change access rights] process element.
That way you will be able to restrict other users to see the activity you created with this business process.
As for the Save and Close buttons on the send email page - you need to create a replacing view model for the EmailPageV2 schema and modify the value for two localizable strings: SaveButtonCaption and CloseButtonCaption.
As for the "Question" word: you need to create the replacing view model for the UserQuestionProcessPageV2 and modify the value for the HeaderCaption localizable string.
As for the Save and Close buttons on the send email page - you need to create a replacing view model for the EmailPageV2 schema and modify the value for two localizable strings: SaveButtonCaption and CloseButtonCaption.
As for the "Question" word: you need to create the replacing view model for the UserQuestionProcessPageV2 and modify the value for the HeaderCaption localizable string.
It seems that setting for this element are correct. And it's expected behavior that the pop-up window has no options directly in it, there is a need to proceed and open the window to further chose the needed option. As well, pop-up window indicates that you have this business process running in the background.
I would suggest you to double-check additionally the "Start signal" element of your process and clear the checkbox "Run following elements in the background", this way, once the process is running you will be directly forwarded to the "User dialog" page to chose the needed options.
Please double-check whether you have configured the mention element correctly and whether the Answer options are set. Please refer to the article below for more detailed information about User Dialog element functionality and set up example:
It seems that setting for this element are correct. And it's expected behavior that the pop-up window has no options directly in it, there is a need to proceed and open the window to further chose the needed option. As well, pop-up window indicates that you have this business process running in the background.
I would suggest you to double-check additionally the "Start signal" element of your process and clear the checkbox "Run following elements in the background", this way, once the process is running you will be directly forwarded to the "User dialog" page to chose the needed options.
There is no such option for user dialog but you may use auto-generated or pre-configured page instead for such task - they can be configured as you described.
