Is there a way to search a contact from command line by any other attribute apart from Full Name (mobile number for example). bpm'online by default searches the search term entered into command line by comparing the search term against full name.
By default if you enter the phone number the system will show you all records where this number is present. If you see that the global search returns you full name that means either that indexation for the section is disabled (please check it in the section wizard like on the screenshot http://prntscr.com/la5mpt) or that global search is deactivated for your instance. If so you need to create a support request by writing an email to support@bpmonline.com and you need to tell the name of the instance and also provide information on this problem in the email.
The functionality of Global Search became available earlier then 7.11 version and if you want to find out the version when it was added then you need to search in release notes here https://academy.bpmonline.com/documents/bpmonline-release-notes-7-13-0. As for indexation in sections - then it became available in 7.12.3 version of the instance.
First of all, the invoices do not have the due date out of the box, but you can use the date field instead. You need to add a condition, that the date is less than the current date and the invoice status is not final.
2. Go to the system configuration, create a replacing module of ConfigurationConstants schema. Copy all the code from parent ConfigurationConstants schema. Finally, add the activity status to the activity status block in the schema.
I really need to solve this question , even a part of them
-Create new filter “Attention” in the Activity section grid page (near Owner and Date filters). When turned on, only overdue activities and high priority
today activities should be displayed. Filter should use current user time zone.
Please see the ESQ example below. The method can be triggered by the button click on th product page.
checkProductNumber: function(){
var currentProduct =this.get("Id");
var esq = Ext.create("Terrasoft.EntitySchemaQuery", { rootSchemaName:"InvoiceProduct"});
esq.addColumn("Product");
esq.filters.add("Product", Terrasoft.createColumnFilterWithParameter(
Terrasoft.ComparisonType.EQUAL, "Product", currentProduct));
esq.getEntityCollection(function(response){if(response && response.success){
var quantity = response.collection.collection.length;if(quantity >0){
var esq1 = Ext.create("Terrasoft.EntitySchemaQuery", { rootSchemaName:"InvoiceProduct"});
esq1.addColumn("Id");
esq1.getEntityCollection(function(result){if(result && result.success){
var total = result.collection.collection.length;this.showInformationDialog(quantity / total);}}, this);}else{this.showInformationDialog("This product is not indicated in any invoice.");}}}, this);}
Configure settings so that a user cannot save an invoice if the total amount of a customer's debt (taking into account the amount of the current invoice) exceeds $4,000.
How to Create a new filter “Attention” in the Activity section grid page (near Owner and Date filters). When turned on, only overdue activities and high priority
today activities should be displayed. Filter should use current user time zone.
It is better to use advanced filter and apply its settings like on the screenshot http://prntscr.com/kzo5os and save it as a folder and name it for example "Overdue activities". As a result when you open this folder you will get the list of activities that are overdue due to filtering conditions. Or you can create a dashboard that will represent the list of overdue activities due to filtering conditions specified.
Thank you It was helpful , but I need to know how to create a new custom filter (check box) in the Activity section grid page (near Owner and Date filters) , when I check it , filter the grid (coding )
Here is the academy article that describes the process of adding new buttons to the section. It also contains the list of actions that can be performed in the section. This academy article describes how to add the filter block in the section. Hope it helps!
How to calculate the sum of a user’s activity duration in minutes, for all activities in the last 60 days , and set the value in a field (entity schema query)
It can be achieved with the help of the business process. First of all you should add the "boolean" type field on the contact's page and on the activity page and name it for example "Is processed". After that you should create a business process with the "Simple" start event that will read "Contact" object, after that there should be "Read data" element that will read "Activity" object with the data read mode set as "Calculate function" and specify the function value as "Sum" by column "Duration (minutes)" and filter activities by field "Owner" that should have Id from the first "Read data" element that reads "Contacts" object. After that "Modified data" element should be added for the "Activity" object that should change the value of boolean field to "True". Then should go "Modify data" element that will modify data in contact section and will set value of the previous element to the specified field and that will change the value of the boolean field added at the beginning to "True" value and this element should be also interconnected via activity Id in the "How to filter records" block. After that you should make a cycle of this process and it should look like on the screenshot http://prntscr.com/kyx20n (conditional flow 2 should satisfy the condition that boolean field for "Contact" object is "False", conditional flow 4 should satisfy the condition that boolean field for "Activity" object is "False" so to read all activities and all contacts). Don't forget to filter activities by Start and End dates so to get all activities for the last 60 days.
Hello, I was wondering if you could set up to make and receive calls in the bpm online development environment? At the moment the only thing we can see in the Call tab of the communication panel is "Phone server connection is unavailable. Please ensure that connection parameters are set up and that the server is online."
I know that bpm online has integrated support with the Webital provider but could anyone tell if its possible to set this up in development environment and if so how? I've read the academy material but I'm somewhat confused.
