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Bpm’online has invited Paul Greenberg, the author of the best-selling ‘CRM at the Speed of Light’, to share his expert perspectives on the values of accelerating marketing, sales and service teams around the right processes and technologies. Join the webinar to hear eye-opening insights from the industry expert.

Reserve your spot today!

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We believe this recognition is based on the substantial investment into development of multichannel marketing platform to orchestrate customer journeys and accelerate lead-to-revenue.

Celebrate the achievement with us - get your complimentary copy of the report today!

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Hello community,

my client is aiming to change the default document storage for attachments on every objects (Accounts, Contacts, Leads, Opportunities, Products, and Invoices) to Azure environment. 

They already have SSO for that Azure environment.

How could we handle this?

Thanks,

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Hi Community,

How can I create an excel file then send this excel file as email attachment using script task.

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Hello Fulgen!

Usually, we recommend to create business process for this purpose. It `s more convenient to develop and maintain it later. To generate excel file you can use "EPPlus" library which is frequently updated and comes under the GNU public license. There are some useful links below, please check it.

How to send email with attachments:  https://community.bpmonline.com/questions/email-attachments-business-pr…

Generate printable and send is as attachment:
https://community.bpmonline.com/articles/generate-printable-and-send-it…

Library "EPPlus":
https://github.com/JanKallman/EPPlus

Developing the configuration server code in the user project:
https://academy.bpmonline.com/documents/technic-sdk/7-13/developing-con…

Best regards,
Alex
 

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Hi,

I want to set the default search for custom section

 

Regards,

Sunitha

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Dear Sunitha,

Can you please specify which button do you mean? The one that creates new record? 

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