Question

I've been trying to create a campaign that is triggered based on participants that have completed one or more campaigns goals in other campaigns.

 

I figured I'd try to create a dynamic folder in contacts which would isolate those contacts that have successfully reached a specific campaign goal for a given campaign. But this is proving to be somewhat challenging. Does anyone know if this could be done?

 

Cheers,

 

Alex

 

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1 comments

Dear Alex,

Indeed if you need to put participants of previous campaign to the newly created campaign then you need to specify a folder to which old campaign participants will be transferred (using "Exit from campaign" element). After that you need to create a new campaign and in "Add from folder" element you need to specify that folder which you used when exiting from campaign in an old campaign. As a result you will get a campaign that is triggered for those participants that have riched a goal in an old campaign.

Best regards,

Oscar

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Question

Hi all,

I created a process lauched where Users are Created / Modified / Deleted.

Seems that the events are no triggered on this table.

Is it Possible ?

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2 comments

Dear Jerome,

To create such process we recommend using object "Users (view)". Can you please specify if this is the object you used? 

Angela Reyes,

No I used "System administration object". I will try yours and give you a feedback. Thank you.

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Question

While building process I'm trying to set parameters for "Call Web Service" element.

As a value I'm trying to insert encrypted system setting:

When I'm trying to do so - formula returns validation error:

 

If not possible to do with formula is there is a way to set Process parameter and update this value via script task. I'm not familiar with C#, any help appreciated.

Please assist. TY

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1 comments

Hello, 

System settings with the "Secured text" type are not being transmitted to the client (browser). This process is controlled by the "UseSecureSettingsOnClient" flag in the Web.config configuration file of the bpm'online application. Their values can still be set from the client (browser). So by default you are able to work with "encrypted string" system settings only on server side.

So, if the use of this system settings in business process is necessary you should set "UseSecureSettingsOnClient" flag to true and restart IIS.

Best regards,
Alex
 

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Question

Good day.

I am new to BPM Online(And C#). I just registered a 14 day free account to try it out.

I want to use the sub process to create a case number when a new record is created on a section. Please see the image below:

When the new record is saved the process starts and reads the zone filed from the request record as depicted below:

Upon reading the zone field I then assign the zone filed to the zone process variable using the formular task as depicted below:

I then use the zone process variable to formulate the case number in the code script as depicted below:

string unique_numer =  DateTime.Now.ToString("yyMMddhhmmss");
string  zone_val = Get<Guid>("zone").ToString();
string case_number=(zone_val+"-"+unique_numer)
 
Set("case_number",case_number);
return true;

The challenge I am facing is to get the value of the selected lookup zone field to store the value into zone_val string filed.

How to get the selected value from the zone lookup filed using C# code. The value that I get is a Guid data type and cannot get the value of the lookup.

I need to store the generated CaseNumber to the case_number field in the database as depicted below:

You help will be highly appreciated as I am currently stuck.

 

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4 comments

Dear Tebogo,

You may create a system setting that will store this number and use it in the future number generation. You can find detailed example here: https://academy.bpmonline.com/documents/technic-sdk/7-13/how-add-auto-n…

Best regards,
Angela

Assuming you want the field name in the Zone Table : 

var uc = Get<UserConnection>("UserConnection");
 
Guid zoneId = Get<Guid>("zone");
 
var esq = new EntitySchemaQuery(uc.EntitySchemaManager.GetInstanceByName("Zone"));
esq.AddColumn("Name");
var entity = esq.GetEntity(uc, zoneId );
string zoneName = entity.GetTypedColumnValue<string>("Name");

 

Angela Reyes,

Thank you very much Angela.

Jerome BERGES,

Thank you very much Jerome, highly appreciate it!

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Question

Is there a way to capture the Request message from a Call Web Service activity for debugging?

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3 comments

Dear Glenn,

You can use Fiddler to catch requests that are being sent to and from the application and use it for debbuging. But you will be able to do it starting from 7.13.2 version of the applciaiton. Until that you can either create the functionality and then use it after the upgrade or create the request on c# via a script task element.

Best regards,

Oscar

Oscar Dylan,

Both bpm'online and the service are in cloud, so I cannot use fiddler.  What is the target release for 7.13.2?

Dear Glenn,

You will be able to use fiddler to catch requests even if the instance is located on-cloud. As for 7.13.2 version - please take a look at release notes here https://academy.bpmonline.com/documents/bpmonline-release-notes-7-13-2.

Best regards,

Oscar

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Question

I am trying to import the relationships via an excel file and have followed all the steps in making the file ready and matching the required data types etc.

The file is getting imported and I get a notification that my file has been imported but I can not see the relationships popping up under those accounts and contacts.

Could someone help me debug this or let me know if I am doing something wrong.

Thanks in advance

Regards,

Abhinav

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2 comments

I get this notification: Import complete. 1 of 1 records imported from the source file "AK_Relationships.xlsx".

Hello

The Relationship table has following columns: http://prntscr.com/mkwsvu

In order to import relations you need to populate the RelationTypeId, ReverseRelationTypeId, Active, AccountAId(ContactAId) and AccountBId(ContactBId) columns. Please note, that you need to fill in the columns with the precise names in order for these relations to be connected to the existing records. Else, the duplicates might be created.

Best regards,

Matt

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Question

Hello, does the [Activities] Section only display tasks in the list view? Is it not possible to display email type activities? I can view emails in the activities lookup, but there are no records returned if I filter on type = Email in the activities section list view.

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1 comments

Hello.

Your observation is correct. The activities section does not show the emails by default, since your real activities can be lost in the correspondence. You can view your emails in the CTI panel, or you can create a lookup for the activities of the email type.

Matt

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Question

Hi Community,

Is there a way to hide some fields on search dropdown? Basically what is happening right now all fields are being shown on the list.

 

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1 comments

Dear Fulgen,

You can do that in the following way:

1) Open the replacing object that is usually in the Custom package (in the configuration).

2) Open all settings of the object: http://prntscr.com/ioprlo

3) Then you can set the usage mode for the column is None.

Please note that if you set such usage mode for the column, you won't be able to filter the records by it but also you won't be able to add this field to be displayed in the tile or list view in the section. 

Best regards, 
Dennis

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Question

We started a campaign using a bulk email that had a broken link. One of my recipients alerted us to it and now we are unable to edit the bulk email because it's got a campaign associated with it. In fact, even if I removed the bulk email from the campaign, the bulk email is still locked. 

Does anyone know a way to edit the bulk email after it has been used in a campaign?

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2 comments

Dear Alex,

If you start a campaign - the trigger email that is used there cannot be changed since it is in use. You can only change the trigger email in the element of the campaign, but not the content of used trigger email. In your case you can create a copy of this trigger email, apply changes to the template and use this trigger email in the campaign.

Best regards,

Oscar

Thanks Oscar. We are taking that workaround.

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Question

Hi, I am trying to add a new detail in the Detail wizard but it's asking for the object and not sure how to create that.

 

Any help will be appreciated.

 

Thanks.Image removed.

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1 comments

Dear Aaykay,

The system may request you to choose the object where you want to add the new detail. For instance, if you choose the Accounts from the list, the detail will be referring to the Accounts object http://prntscr.com/mjc55 Here is the article for more details 

https://academy.bpmonline.com/documents/technic-sdk/7-13/creating-detai…

If you need to add a new object here is another resource that will help you out:

https://academy.bpmonline.com/documents/technic-sdk/7-13/creating-entit…

Best regards,

Dean

 

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