Question

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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Question

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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Question

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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Question

Hi,

In Activity Section based on Type to change the tab changes,

Example:

Type is 'Call' it shows only tab2

Type is 'Task' it shows only tab1

 

kindly give me your feedback.

Thanks

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Hello,

You can create multiple section pages in Section Wizard and bind them to activity type, so that each type will have it's own edit page. You can find more about Section Wizard on Academy: https://academy.bpmonline.com/documents/administration/7-13/how-configu…

thanks a lot

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Question

Hi community, good morning.

I am looking for a way to bulk upload files and attach them to specific Products. I know we are not supposed to do so using the out-of-box data import.

Is there any option for it?

What would be the best practices?

Thanks

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Dear Danilo,

As for now there is no such functionality, but I'll inform our R&D team about this issue and suggest them to implement it. As a workaround you can use OData to import attachments: https://community.bpmonline.com/questions/how-upload-attachments-odata

Angela Reyes,

Thanks, Angela. We will appreciate if we could have such functionality.

Regards,

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Question

Hi. I'd like to have a Dashboard with additional Quick filters. The standard Pipeline Dashboard comes with a date-picker Quick-filter.

I'd like the standard Dashboard, with a By Owner, Quick filter.

In the chapter about the Sales Pipeline Dashboard in the Academy, there is a note about Quick filters at the very bottom of the article. But I can't figure out how to add quick filters to the Pipeline Dashboard.

https://academy.bpmonline.com/documents/base/7-13/sales-pipeline-dashbo…
https://academy.bpmonline.com/documents/base/7-13/quick-filter

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Dear Julius,

You can add quick filter block using the following article: https://academy.bpmonline.com/documents/technic-sdk/7-13/adding-quick-f…

You may also inspect already existing filter in the Pipelines to understand how it should look like for "Owner" or inspect Activity section since it has the same quick filter. 

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Question

Hi Community,

Recently we used BPM Online 7.13, now when I try to debug (client debugging) using Chrome developer tools, I cant find any script lets say for example AccountPageV2.js the only thing listed on sources are css and image files. But compared to BPM Online 7.12, I can see all the scripts(most especially edit pages) when the form is open. Is there any configuration that needs to be turned on?

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Dear Fulgen, 

The reason you can't see these scripts is because bundling is turned on, it accelerates the system performance but makes it harder to debug. To turn it off you may send a letter to the support team of bpm online.

Best regards,
Dennis 

Hello Fulgen,

This is new in 7.13. You can turn on debug mode for the client and then you'll see the separate scripts instead of just the combined minified file. To turn on debug mode execute the following in the browser console: 

Terrasoft.SysSettings.postPersonalSysSettingsValue("IsDebug", true)

Refresh your browser and then you'll see the separate script files to debug. When you're done, be sure to turn debug mode back off again with the following:

Terrasoft.SysSettings.postPersonalSysSettingsValue("IsDebug", false)

Ryan

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Question

Hi,

I have an object that ha DateTime column in which I store TimeSpan rather than DateTime. For example I will store duration of a meeting (1 hour an 30 minutes). when I show this column in a section grid I get 12:30 AM because I my culture is set to Canada. I would like to show it as 01:30. Do you have any recommendations how t achieve it?

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Hello Kirill,

You want to store value with "TimeSpan" data type in column that has "DateTime" type. This can lead to errors during saving or processing data, so it is not recommended to do that. An alternative way to achieve it is to store info about duration in three separate fields: start datetime, end datetime and duration which is calculated by subtracting end time and start time.

Also, another way is to create lookup with values of duration in step e.g. 15 minutes. After that you need to add a new field with lookup data type to the page of the object which this detail represents and bind this field to the created lookup.

Best regards,
Alex

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Question

Is there any risk of having too many business rules? 

For example, our company completes change orders for our clients and there's three different types. I want to set up business rules based on the type of change order selected that makes fields shown on the page and makes certain fields required. There could be dozens of fields associated with each of the three types of change orders so this could literally mean I would end up with 100s of business rules. 

Long story short, would it be a bad idea to have 100s of business rules within the cases section? could that be an issue for version upgrades or package installations? Would it make our instance any less sustainable or cause errors or slow performance down or anything?

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Dear Miitch,

Business rules does not affect system performance so you should not experience any issues connected with their quantity. However we recommend you to use them carefully and create documentation regarding all rules so you could understand when and why every rule is working.  

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Question

Hello, what would be the best way to have a list of common tasks (activities) for when a certain type of case is created?

For example, many of our cases are  "service request" for the category column, but when there is a case that is a "change order" category, we would want a list of specific tasks to populate and get assigned. These would be different tasks then we would have for a service request or other case categories.

I know you can have tasks attached to stages of a case, the problem is we only have one case that uses "status" for the stages.

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Hello!

The best way to achieve the task would be to create a business process, that would be triggered once a case, that satisfies the specific conditions is created. Then this process will create specific activities, that you need based on the conditions you choose. You can create several branches in the process and use conditional flows in order to create different tasks. You can read more in the academy article below:

https://academy.bpmonline.com/documents/technic-bpms/7-13/how-create-bu…

Best regards,

Matt

Now that you suggested that, it feels like it should have been obvious! Thanks for the advice! 

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