Question

Hi

We have a use case whereby the data we need to show in a detail needs to be fetched from a 3rd party API. We intend to do the following steps for this - 

1. Create a virtual object (Transient data. Not to be persisted in the database)
2. Call the the 3rd party API and populate the virtual object with the returned data.
3. Bind the virtual object to the Detail. 

The API is still under construction and we would like to mock / populate / hard code dummy data in the virtual object so that we can proceed with developing the detail. Let me know if there is a way to do this. 

Thanks
Shrikanth

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Question

I am trying to set up a trigger email at the moment for anyone who downloads a whitepaper from our website. The email will have the whitepaper either attached or preferably linked in the body. How do I go about doing that?

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Hello Collette,

Bulk/trigger emails are not supposed to have files attached to them since email provider can reject sending this email. The only way to have pdf file being attached to an email if it is trigger/bulk email - is to put this file as a link to a body of an email. Your file should be stored in some public storage that can be accessible by anyone and the link to it will be like this https://test_storage_system/$File/TestSheet.pdf. But if you put this link to the body of an email - recipients will get an error when open it. So you need to use OpenElement parameter at the end and make the link look like this https://test_storage_system/$File/TestSheet.pdf?OpenElement. As a result users will see opened pdf document (which they can download after that) that can be accessed from your bulk/trigger email.

Best regards,

Oscar

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Question

I've recently moved a package I'm developing to a new (more updated) environment (7.14.2) and when I try to open the section wizard it locks up.

 

When I check my developer console I see that it triest to access http://localhost/0/rest/SectionService/GetSectionTypes and http://localhost/0/rest/SectionService/GetGeneralAndSspSections but gets a 404 in return.

 

Any idea why this would not be working?

 

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4 comments

It's hard to say due to lack of information. The correct way of transferring a package between different versions is upgrading the dev application, then transferring the package. The upgrading and the transferring should not throw any exceptions. If they threw, please save installation/upgrade log and restore the application database from backup. 

Hi Eugene,

The package was transferred using git. 

The exception also happens when I open the wizard on any unmodified pages. 

The problem seems to be getting worse though, so I will recreate the environment again.

Is there anything special I am supposed to do to enable the /0/rest endpoint?

Hmmm, something else must be going on. I have set up a completely new environment and I can't even log in anymore. It gives a 404 when trying to locate the AuthService.svc.

Jonas Van der Aa,

Please restore the application from backup and It should work if it worked before. Please use transferring changes via packages (right click on a package -> export package, installed applications -> install from file). This way the system will control the installation. If you use GIT then you have to control everything and resolve all conflicts on your own.

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Question

I'm getting the error "Uncaught TypeError: Cannot read property 'sort' of undefined" in the Dev Console when trying to access the Contacts section after making some basic modifications of the Contacts section page (adding a couple of fields, including a new lookup) which is preventing anything from loading for the Contacts section. Before adding these fields it was working fine.

 

I saw the article https://community.bpmonline.com/articles/uncaught-typeerror-cannot-read-property-sort-undefined for this error, but the resolution for it states it's due to an incorrect application deployment, which seems odd given the minor modifications made all through the wizard. The article also states it's for bpm'onine mobile, which I'm not using. Does anyone have a resolution/know the cause of this?

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Dear Harvey,

Try to run the same script described in the article. Since it affects both web and mobile versions, it should resolve your problem. If you are using cloud version of the application, try to install SQL console and run the script. The SQL console can be downloaded here https://marketplace.bpmonline.com/app/sql-executor-bpmonline

Best regards,

Dean

Dean Parrett,

Hi Dean,

Thanks for the reply - after posting the question I tried running the script but there was already a record with that Id in the table, so it failed based on the Id needing to be unique. I then tried copying that record out to a backup table, deleting the record from the SysLookup table, then running the script in the article (which then ran fine) but the problem persisted in the application. After checking it was still failing, I restored the record from the backup to avoid any unwanted changes.

I'm currently looking into deleting all config changes in the package to see if I can get the Contacts section to work (thankfully few in the package currently) but obviously this wouldn't be a good solution if there were more changes that would be lost! Is there anything else I could try before losing this config?

Thanks,

Harvey

Dear Harvey,

Thank you for the reply. 

If the script could not help and you already have the record with the same ID, I'd suggest you to contact our support team via support@bpmonline.com so that we could look into the issue in your particular environment and find the solution. I believe we might not be able to resolve the issue within the community thread without support team investigation.

Best regards,

Dean

Thanks Dean,

Interestingly exporting the package, deleting it, and then re-importing the package appears to have resolved the issue, but will contact support with this if it happens again.

Best Regards,

Harvey

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Question

Hi,

 

I am trying to install this package I made in 7.14.1.935 to the current 7.14.2.875 and getting the installation error (log attached). Can you please help me understand why I am facing this issue?

 

2019-07-17 08:20:39,584 Loading file: BLUES_POsAndLeadsSection_19.07.17_07.20.07.zip 100%
2019-07-17 08:20:40,052 Configuration backup started.
2019-07-17 08:20:40,068 Loading packages from archive
2019-07-17 08:20:40,271 Package "BLUES_POsAndLeadsSection" loaded
2019-07-17 08:20:40,271 Loading packages from database
2019-07-17 08:20:46,053 Loading packages from database
2019-07-17 08:20:49,991 Configuration backup successfully created.
2019-07-17 08:20:50,273 Application install from file started. Application name: BLUES_POsAndLeadsSection_19.07.17_07.20.07. Code: BLUES_POsAndLeadsSection_19.07.17_07.20.07.
2019-07-17 08:20:50,273 Preparing packages for installation
2019-07-17 08:20:50,366 Loading packages from archive
2019-07-17 08:20:50,554 Package "BLUES_POsAndLeadsSection" loaded
2019-07-17 08:20:50,569 Loading packages from database
2019-07-17 08:20:54,382 Composing packages
2019-07-17 08:21:12,791 Schema "Lead" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:12,978 Schema "LeadMiniPage" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:13,088 Schema "LeadPageV2" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:13,228 Schema "LeadSectionV2" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:13,338 Schema "OrderProductPageV2" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:13,432 Schema "UsrLeadType" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:13,525 Schema "UsrProcess1" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:13,619 Schema "UsrProcess2" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:13,682 Schema "UsrPurchaseOrder" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:13,744 Schema "UsrPurchaseOrder1Page" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:13,807 Schema "UsrPurchaseOrder1Section" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:13,853 Schema "UsrPurchaseOrderFile" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:13,900 Schema "UsrPurchaseOrderFolder" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:13,963 Schema "UsrPurchaseOrderInFolder" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:14,025 Schema "UsrPurchaseOrderInTag" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:14,072 Schema "UsrPurchaseOrderProduct" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:14,166 Schema "UsrPurchaseOrderTag" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:14,213 Schema "UsrPurchaseOrderVisa" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:14,275 Schema "UsrPurchaseOrderVisaPageV2" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:14,322 Schema "UsrSchema1Detail" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:14,369 Schema "UsrUsrPurchaseOrderProduct1Page" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:14,541 Schema data "Lookup_LookupManager_063736d142db45f88213c124f3b88c91" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:14,619 Schema data "RunProcessFromDetails_8ffe030b68854e758af4ef1ee60fbec1" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:14,682 Schema data "SysDcmSettings_de1057634de7449d8f347b029e3283fd" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:14,728 Schema data "SysDetail_DetailManager_38fb2c126693445a9f1ca2307daad657" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:14,791 Schema data "SysDetail_DetailManager_429262820cef4d73bd92384908fdb217" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:14,838 Schema data "SysDetail_DetailManager_4b90a029666d4764aaaca3c3a9ab44a6" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:14,916 Schema data "SysModuleEdit_SysModuleEditManager_55e3eb2c355b4fe88cad57449af60329" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:14,994 Schema data "SysModuleEdit_SysModuleEditManager_6c514f14d21547f88f8ac9f52a6c3961" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:15,041 Schema data "SysModuleEdit_SysModuleEditManager_bf373f96f36b141033931c6f65e16a07" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:15,103 Schema data "SysModuleEdit_SysModuleEditManager_ce9159371ce94fec907da86ff14da431" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:15,119 Schema data "SysModuleEntity_SysModuleEntityManager_8958604370a8440b81357697e96051ea" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:15,135 Schema data "SysModuleEntity_SysModuleEntityManager_bf45ce16bbce47b78774b9023c534381" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:15,166 Schema data "SysModuleEntity_SysModuleEntityManager_d5bcbc9ce6f745bb9ae7a8e31084e489" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:15,182 Schema data "SysModuleInWorkplace_SectionInWorkplaceManager_ac48d51b05d94f5a87d13d4bdb96c79e" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:15,213 Schema data "SysModuleVisa_eac85cc0a5c049998272e339fe751fe8" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:15,307 Schema data "SysModule_SectionManager_46979cc2219047c1b568da3bcff10075" saved in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:15,307 Package "BLUES_POsAndLeadsSection" saved
2019-07-17 08:21:27,326 Added - resources in package "BLUES_POsAndLeadsSection"
2019-07-17 08:21:43,561 System.ApplicationException: Dependent package "CustomerCenterSoftkey" not found
   at Terrasoft.Core.Packages.PackageDBStorage.SavePackageDependencies(Package package)
   at Terrasoft.Core.Packages.PackageDBStorage.SaveDependencies()
   at Terrasoft.Core.Packages.PackageDBStorage.Save(IPackageContentProvider packageContentProvider)
   at Terrasoft.Core.AppInstallation.Packages.Operations.SystemPackageOperations.PackageDBStorageInternal.Save(IPackageContentProvider packageContentProvider)
   at Terrasoft.Core.AppInstallation.Packages.Operations.SystemPackageOperations.Save(IEnumerable`1 packages, PackageInstallOptions options)
   at Terrasoft.Core.AppInstallation.Packages.SystemPackageManager.Save(PackageInstallOptions installOptions)
   at Terrasoft.Core.AppInstallation.Packages.PackageZipInstaller.Install(String sourcePath, String destinationPath, PackageInstallOptions installOptions)
   at Terrasoft.Core.AppInstallation.Packages.AppInstaller.Install(String sourcePath, String destinationPath, PackageInstallOptions installOptions, IInstalledAppInfo installedAppInfo)
   at Terrasoft.WebApp.PackageInstaller.AppInstallerServiceInternal.<>c__DisplayClass8_0.<InstallApp>b__0()
   at Terrasoft.WebApp.PackageInstaller.BaseInstallerServiceInternal.InvokeWithLogging[TResult](Func`1 action)

 

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Dear Aaykay,

There are 2 possible reasons. 

1. The discrepancies in the application versions. Basically it might be possible to transfer the packages, however it will work if the functionality was not changed in the newer version. If the new version has some changes in the configurations, most likely the package transfer will fail in errors. We recommend to transfer the packages between the same versions of the application. 

2. The discrepancies in products. As far as I see there the package could not be installed since your target application does not have the required package 'CustomerCenterSoftkey' meaning that you do not have Customer Center module. Make sure you transfer the changes between the same versions and the same products, for example from 7.14.1.935 Customer Center to 7.14.1.935 Customer Center. If, for example, you have 7.14.1.935 Customer Center and you transfer the package to 7.14.2.875 Studio - the process will fail in similar errors. 

Best regards,

Dean

Dean Parrett,

 Thanks mate! Gotcha.

Cheers.

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Question

I want to change the new record title to something else when i click new.

.

 

 

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Hello, 

To change this caption you need to replace schema MainHeaderSchema and change the value of localizable string DefaultPageHeaderCaption to the needed value (http://prntscr.com/ofyfpa). 
Here is the academy page on how to replace schemes: 
https://academy.bpmonline.com/documents/technic-sdk/7-13/creating-custom-client-module-schema

Best regards,
Dennis

Dennis Hudson,

Thanks Dennis but when i replace the schema changes are made for all the sections, i wand custom header for one section like new page for account page. Also please tell me how will i change the subject of email before sending like dynamic subject. Please see the screen shot below

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Question

Hello,

I am trying to add TAGS in the global search function.

Someone now how it has to be done?

Thanks in advance.

Stéphane.

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Dear Stephane,

As for now, there is no such functionality in the system. As a workaround, you can create a text field at the page and configure the business process that will automatically add the text value from the tag to this field. After that, you will be able to search tags using Global search.

Also, we have informed our R&D team regarding your request so they consider enhancing this functionality in upcoming releases. Thank you for helping us to make our application better!

Best regards,

Anastasia

Thank you Ana for this good workaround

 

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Question

I am using SSO integration for authentication for an implementation. However, there is a requirement where we need to support a list of users who aren't part of the directory. How do we implement this in BPM'Online? Can we run BPM'Online in a dual mode to support SSO integration as well as forms authentication for a subset of users?  

 

Thanks in advance...

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Hello!

When SSO is enabled for the instance and users try to log in using the link "https://NAME.bpmonline.com", they are automatically redirected to the SSO authentification page. If you want some users to log in without SSO authentification, they can use the link "https://NAME.bpmonline.com/Login/NuiLogin.aspx?" and they will not be redirected to the SSO authentification page.

Best regards,

Anastasia 

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Question

How can I change a button caption ? I created a new students section, and I would like the "NEW" button to show "New Student"

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Dear Ricardo, 

You can change the caption on the button in the Translation section (https://prnt.sc/odvfuk). You can find the record with the needed Key and change the caption in the English (United States) - Default column. For example, here are such records for New Contact button caption (https://prnt.sc/odvgsn). 

Best regards,
Dennis 

Thanks... It does work for existent sections, but it did not work for my new Students section. I changed the value of the new sections's "addNewRecordButtonCaption" from "New" to "New Student" in Translations, but button still shows "New"... 

Ricardo Bigio,

In this case you can do the following:
1) Open Section schema for your object (should be named like UsrTest1Section)
2) Find AddRecordButtonCaption and set Value to the needed caption, save the schema (https://prnt.sc/ofs9yy)
3) If you have only one edit page for the section, find the corresponding record in sysModuleEdit:
   3.1) select * from SysModule where Caption = '<Your section caption>'
   3.2) take SysModuleEntityId from there and paste into the query
          update sysModuleEdit set ActionKindCaption = 'Needed caption' where             SysModuleEntityId = 'SysModuleEntityId  you've found before'  
4) Clear cache and reenter the site. 

Best regards, 
Dennis 

Now it works... Thanks!

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Question

Hello, 

My question is related to Leads management. 

I would like to find the best way to nurture our leads. 

We currently have many leads, that are at the "nurturing" step. I mean that those leads were detected, with a "need maturity" set on "suscpected", for example. Those lead were created as some prospects showed an interest, as for exemple by downloading some documentation about our services. 

This doesn't signify that these people are "ready to buy". Then I'd like to be able to target them and send them some more documentation and to have their "need maturity" automatically updated accord to their behavior. 

For example: 

-a prospect open one of marketing email and click on the link contained: "push" the "need maturity" from "suspected" to "confirmed"

-a prospect open one of our email and then visit our website many times, set the "need maturity" to a new stage.

Etc.

My final goal would be to have an automatized way to work on my leads, and that once the "need maturity" reach a designed step, such as " Sales-ready", then set the "Lead Stage" to "Handoff to Sales".

 

I didn't found any documentation about this, or about the best practices about lead nurturing with Bpm'online. 

Any help? 

 

Thanks!  

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Dear Jacob,

Could you please describe more detailed what exactly must happen to lead so it could gain "confirmed" maturity? Do you mean certain actions? 

Hi Angela,

 

For example: 

 

  1. Somebody download a content related to a service we are selling on our website. For this, this person need to provide them some information.  —> A lead is created with a need maturity « suspected ». 
  2. Some time after, I’d like Bpm’online to automatically send to this personne a mail with more information about this service. If the person click on the link included in this mail (in order to access an article or page with more information about the service), then the lead maturity is set to the next step (Discovered or Confirmed). 
  3. If this person don’t click on this email, then send an another email some days after with a content pushing other features of the service, in order to achieve the same goal. 
  4. After some days, send this person an another email, with some other content, if the content is read, then set the lead to « Very interested). 
  5. At any step, if this person click the link « I would like to get a demonstration » or « I would like to get contacted », then set the need maturity of the lead on « Sales-ready ». 

 

Some other « triggers » could be used in order to set the need maturity to a new level, such as visits on some pages of our website. 

 

Hope this answer help and that a solution exist! :-) 

 

Thanks! 

Jacob Grabowski,

You may set this using campaign functionality, however some additional settings are needed to be done. In order to do so you can create a contact based on lead with certain values filled in. Contacts with those values will be added to a folder. Campaign will take contacts from this folder and will start sending emails. Using this same campaign you can track if participant opened/clicked something from the email and set campaign actions accordingly. In order to connect campaign actions to lead and change lead steps automatically you can modify contacts that are added to campaign and then start a process that will change lead stage. For example if contact received email and clicked on something campaign sets custom checkbox "I am interested" to "true". regular business process that has a start signal on "contact record changed" and " checkbox "I am interested" to= "true"" is started and this process finds a lead that is connected to this contact and changes it's status. 

Best regards,
Angela

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