How could I customized the Call action in the action panel (Lead) to be able to select a date the call was completed?

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I would create a replacing client module for the CallMessagePublisherPage module with the code specified below. 

http://prntscr.com/pk8yt6

define("CallMessagePublisherPage", ["ConfigurationConstants", "LookupQuickAddMixin",

        "css!CallMessagePublisherModule"],

    function(ConfigurationConstants) {

        return {

            entitySchemaName: "Activity",

            mixins: {},

            attributes: {},

            methods: {},

            diff: /**SCHEMA_DIFF*/[

                {

                    "operation": "insert",

                    "parentName": "MainGridLayout",

                    "propertyName": "items",

                    "name": "StartDate",

                    "values": {

                        "bindTo": "StartDate",

                        "layout": {"column": 0, "row": 2, "colSpan": 24}

                    }

                },

                {

                    "operation": "insert",

                    "parentName": "MainGridLayout",

                    "propertyName": "items",

                    "name": "DueDate",

                    "values": {

                        "bindTo": "DueDate",

                        "layout": {"column": 0, "row": 3, "colSpan": 24},

                    }

                }

            ]/**SCHEMA_DIFF*/

        };

    }

);

 

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Hi,

I need to show a pricelist lookup items based on organisation role of logged user.



Like:  If i have five option inside the pricelist lookup(Base,Franchisee,RRP,Retail,SellPriceTier) ,



only user based on there organisational role can view only 3 options of lookup values(Base,Franchisee,RRP) and hide other values.



Please suggest me how to make it possible .



Thanks

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Dear Jitendra,

In order to implement the filter please do the following:

1. Create a replacing client module for the “ProductSelectionSchema” schema.

2. Create the “applyProductPriceItemsEsq” method that should override the corresponding method from the “ProductSelectionQueryUtilitiesMixins” schema.

Please see the screenshot with the code example below:

https://prnt.sc/pdgera

Best regards,

Norton

Thanks for the reply.



Can you please guide me how can I apply the filter in  "Product prices" in the product detail page.

I want to hide some pricelist option from the grid. 

 

Dear Jitendra,

In order to implement the filter please do the following:

1. Create a replacing client module for the “ProductPageV2” schema.

2. Create a method for filtration.

3. Override the “ProductPriceDetail” object from the “details” section. Please see the screenshot with the code example below:

https://prnt.sc/pk2d16

Best regards,

Norton

Norton Lingard,

Thanks for the reply.



 I am facing issue to make filter syntax for the query.

The table relation is as:

Product Pricelist table "ProductPrice" with column ["productId"] ,["PriceListId"].



To provide the pricelist visible lookup with name ["UsrProductPriceFilter"] with column ["UsrPriceList"] of pricelist lookup.



Please help me to write the correct syntax for filter the above list.



 

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Hi-

I was told that you could forward links to reports in emails from BPM. I'm assuming that is through business processes. I see how to send the email- but how do I link the report? The link I'm am sending is just bringing my users to the account page instead of the folder I set up for them in the account page. 

(yes they all have access to the folder)

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Hello Heather,

Unfortunately there is no way to form a direct link that will open a folder in a section when clicking on this link. If I understood you right this should be some internal email to your colleagues. As a workaround you can ask to open some specific folder in the template directly and provide the link to a section. But direct link to open the folder cannot be formed. I will ask our R&D team to create some logic that allows doing it. Thank you for reporting this issue to us!

Best regards,

Oscar

i made folders in my gmail account to filter incoming emails and i did synchronized it with created but Is there a way to recieve the information like applied filters with email object received ?

Hello Werdien,

 

Thank you for your question! Could you please clarify your business task? 

 

Looking forward to your reply!

Olga. 

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Hi,

I'm using Orders and Order Items section with a 1:N relationship. On the Order Item I maintain a re-order date for that specific item. When the Current Date equals the Re-Order Date I want to send emails to customers for all the records where this condition applies.

The email should contain Order Item details but also information from the Parent Order, the associated Account and the Contact associated with the Order.

Below is the workflow as I have it so far. I'm unsure how to read the associated data from the Orders, Account and Contacts related to the initial collection of records of Order Items and then how to use all of it to send one email per Order to the Primary Email of the Account and Cc to the contact on the Order. The email body should include the Product Name from Order Item, Order Number and Date. 

Thanks for your help.

 

 

 

 

 

  

 

 

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Unfortunately, it's not possible to send an email to a collection of users in a business process. The functionality is planned by the bpm'online development team.

Ad for now, please try to check the marketing campaigns and trigger mass mailings functionality. It might help.

https://academy.bpmonline.com/documents/marketing/7-15/campaigns-section#HT_section_campaigns

https://academy.bpmonline.com/documents/marketing/7-15/email-section#HT_section_email

One option I just made use of is Tags.  You can read an object, with or without a tag, then either send the email or tag the object and send the email, then delete the tag and cycle around, or just cycle around.

Let's say you have not tagged anything yet:

1. Read the first item from an object where a tag does not exist, and it meets your other filter criteria.  The Tag needs to exist as an option, so you would need to manually create the tag, or tag a record once (so the tag exists) and untag it.

2. XOR condition that the ID from step 1 is !=Guid.Empty.  Default flow is to end or go somewhere else.

3. Tag that record (insert a section record tag, for example Contact Section Record Tag).  This will denote that the object has the tag and will not be read again in step 1.

4. Send the email.

(You could probably switch steps 3 and 4 as desired)

5. Cycle back around to step 1 and read the next item where the tag does not exist.

OR you can do the opposite, where in step 1 you are searching for records that are already tagged, then you later delete the tag before cycling back around to search again.

Hope this helps!

Chris

 

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Question

Hi,

How do we enable hybrid mode on Mobile? The system setting "Mobile application operation mode" allows only two options - "Online" and "Offline".

Thanks in advance...

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Hello,

Hybrid mode cannot be set manually. It is automatically enabled if the Internet connection is lost and you are using "Online" operation mode. It is also described in the Academy article here.

Please also note that hybrid mode is not present for bpm'online application versions that are less than 7.14.0.

Best regards,

Oscar

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Hi Community,

We have this requirement below:

On creating case record, whether case record is created in web or in mobile we need to capture the current location. Any idea how we can achieve this? 

Thanks

 

 

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Dear Fulgen,

If you need geolocation in general please find information by the links below:

https://developer.mozilla.org/en-US/docs/Web/API/Geolocation/getCurrentPosition

https://developers-dot-devsite-v2-prod.appspot.com/maps/documentation/javascript/examples/map-geolocation

If you need geolocation for some business task. Kindly describe the task.

Best regards,

Norton

Norton Lingard,

Thanks for reply, how about in BPM mobile application, how can I get the current location? Any Idea?

Dear Fulgen,

Please find more information in the article by the link below:

https://community.bpmonline.com/articles/how-mobile-app-dedirmines-gps-coordinates

Best regards,

Norton

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Hi,

I am trying to generate a printables of case section.

In the cases section, the Notes field is displaying in the HTML formate as you can see in the attachment. 

We would like to display it in a simple text format. 

Any help on this matter is appreciated thanks!

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Hello Apurva,

Yes our R&D team is aware of this problem and it is in "Accepted" status. I will also inform them about your community question and ask them to speed up finding solution for this problem. You can workaround this problem by parsing text in notes field and paste this text in a separate "String" data type field and use this string field in your printable.

Thank you for helping us to make our application better!

Best regards,

Oscar

Hi Oscar,



Thank you for your reply.

Created a new "String" datatype field and created business process, will run on update on Notes field.

I am able to copy Notes into the String field but not able to convert HTML into text.

Will you please guide me through how I can parse text from notes HTML in this business process?

Regards,

Apurva Patel.

Apurva Patel,

You need to parse the text from Notes field. Since you are using business process, you can use means of C# language to parse HTML text. You can check the following article:

https://stackoverflow.com/questions/286813/how-do-you-convert-html-to-plain-text

If you are using means of JavaScript you can go for RegEx options to parse into plain text.

Regards,

Anastasia 

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Hi,

I have configured a pluggable database (PDB) in Oracle 12c. While trying to launch BPM'Online application, I am getting ORA-00942: table or view does not exist. But I am able to connect to the PDB via Oracle SQL developer.

db parameter of my connection string is as follows:

I have created the user "dharini" with admin privilege. Please advise.

 

 

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Dear Dharini,

Most likely the issue can be resolved with the help of this article. 

https://www.databasestar.com/ora-00942/ (refer to the Oracle 12c and Sequences paragraph)

If it cannot help - please approach our support team via support@bpmonline.com to investigate the problem in your particular environment.

Best regards,

Dean

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Question

Hi, 

There is any way to get contactId by cotnact mobile number from API?

 

Greetings,

Cezary Rynkowski

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It can be implemented in 2 ways:

1) by using $filter expression of the OData protocol. Please feel free to find examples in the article by the link below:  https://academy.bpmonline.com/documents/technic-sdk/7-13/examples-requests-filter-selection

2) by creating a custom configuration service. The article by the link below describes the entire process of implementation: https://academy.bpmonline.com/documents/technic-sdk/7-13/how-create-custom-configuration-service

 

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Question

Hi,

How to change default call event. I mean on MobilePhone click - default its opening new tab with callto in url.

Greetings,

Cezary

 

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Hello Cezary,

When you click on the Mobile Phone of contact there is a CTI panel call tab opened and call is performed to the number that is specified in Mobile Phone field. This happens because there is an attribute on ContactPageV2 of UIv2 package called "linkclick":

"linkclick": {

                        "bindTo": "onCallClick"

                    },

that is bound to onCallClick function:

onCallClick: function(number) {

                return this.callContact(number, this.$Id, this.$Account);

            }

that calls callContact function from CommunicationOptionsMixin of NUI package. So to overwrite this logic you need to simply create your own function and call it in linkclick attribute so to trigger your custom action instead of base action.

Best regard,

Oscar

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