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 all,

Please can someone indicate me how or where configure into bpm'online to increase maximum limit of rows able to exported from any entity (Cases, Accounts, etc.) more than 20.000 rows?

When we try to export large selection of rows, "limit exceeded of allowed rows" shows into system and not allow to export.

Thanks, Ernesto

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Hello,

To do so change MaxEntityRowCount parameter in folder %Terrasoft.WebApp\Web.config, clear Redis and restart application. 

Best regards,

Angela

thanks Angela!

Ernesto Bianchi,

Also as far as I know this error is not present in 7.12.0 version of the application so we strongly recommend to update your instance to 7.12.0 version.

Best regards,

Oscar

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case process fails to fill notification e-mail From field. The incomplete e-mail appears in the tasks (next steps) section of the case.

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Dear Ricardo,

Can you please provide more details on this topic? How does the process look like, what should it do? Does the system user who run this process have access to the mailbox which is used in "From" field? Please send screenshots of all elements of this process and of the process in general.

Best regards,

Oscar

When I open a case in contact center the notification e-mails are put in the drafts folder, with the "from" field empty. For some reason the e-mails are not sent automatically. 

That is exactly what is happening to me... Sorry, but what could be the causes for this failure in filling the field ?

Ricardo Bigio,

Dear Ricardo,

The process that is responsible for sending notifications to contacts of cases reads system setting called "Customer service email" with code "SupportServiceEmail" and if this system setting is empty - the email cannot be sent since "From" field is not populated. Please fill this system setting and after that new notifications should be sent properly.

Best regards,

Oscar

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Hi,

 

I have set up the SLA but I am struggling to setup the resolution times of the cases registered based on the priorities in the SLA.

 

Could someone please guide me how to do it or redirect it to where I can find it?

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Dear Aaykay,

Here is the chain of articles that explain how to set up case resolution time calculation. https://academy.bpmonline.com/documents/service-enterprise/7-13/how-calculate-response-and-resolution-time-0

Best regards,

Dean

Hi Dean,

I tried that but it still doesn't work. I did the settings as mentioned in the articles but the resolution and response times are not changing when I change the priority of the case

Dear Aaykay,

There are multiple settings required for this feature. If the time is still not calculated, then most likely some of the settings are still required. Could you please make sure that you've set up the lookup 'Case deadline calculation schemas' accordingly since its setup is commonly forgotten. In case it cannot help and you've followed all the steps from the guide, we would need to look through your system settings on our end to make sure there are no any other issues in the application. Therefore, please approach our support team via support@bpmonline.com for further help since we will not be able to investigate the issue on the community properly. 

Best regards,

Dean

Dean Parrett,

 I've reached out to support. Thanks :)

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I read the article "https://academy.bpmonline.com/documents/technic-sdk/7-13/creating-anonymous-web-service ". The problem in creating an anonymous web service is resolved by configuring on web.config. However, I want to resolve that not using web.config.

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2 comments

It's not possible.

Please note that in order to change web.config you need to deploy the application locally, change the config, test it, then send the config to support@bpmonline.com then test it after applying the changes. 

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Dear Team,

                    Here I wrote a code in script task in business process I.e.,

                    Select selectqry = new Terrasoft.Core.DB.Select(userConnection)

                   .Column("UsrHrStatusId")

                   .Column("Usrcandresponse")

                   .Column("UsrCandidateNameId")

                   .From("UsrInterview")

                   .Where("UsrIndentLocationId").IsEqual(Column.Parameter(LocationId)) as Select;        

                   I am getting the below error:          

                   How to solve this error?PFA.

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Dear Sekhar,

It is hard to tel exactly what is the issue is caused by. Please double-check the code on line 75 of the schema, which the compilation errors window is indicating to. 

As for the Select class, please see the examples on the bpm'online academy on usage of this class and its construction. Implement the same example in your script task:

https://academy.bpmonline.com/api/SDKNETAPI/7.10.0.en/Terrasoft.Core~Te…

https://academy.bpmonline.com/documents/technic-sdk/7-13/retrieving-inf…

Regards,

Anastasia

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How to access user / custom field through API? I'm using OData/WCF data access

 

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Dear Lj,

Please see this academy article which describes how to work with fields using OData https://academy.bpmonline.com/documents/technic-sdk/7-13/working-bpmonl…. This article also contain examples that can be used.

Best regards,

Oscar

This shows how to access standard fields and it works ok, but I've added custom fields (user fields) on Accounts, there is no showcase how to do that? Or am I missing something?

Hello Lj, 



You should work with custom fields that you have added to Account object in same way like you do it with standard fields.



Best regards,

Alex

Alex_Tim,

then there is some step that I'm not doing - WSDL generated from my instance does not contain my custom field

Lj,

Please make sure that you compiled the system after making changes to Account object.



Best regards,

Alex

 

Alex_Tim,

Thanks! That was the solution!

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If I create a case to an specific contact, and later I change it to another one, because this last one is the guy we need to contact to case issues, bpm'online continues notifying the first one no to the new one.

How can I change this logic?

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Julio,

This is out-of-the-box logic of the application, so that notifications on incidents go to contacts that were firstly used in this incident and we do also have a problem registered on our side regarding changing of this logic. Our R&D team is currently looking at this problem and I guess there will be new logic implemented in one of future releases.

Therefore unfortunately there were no practical examples of this logic change and you need to change the email account in the email sent to case contact manually.

Best regards,

Oscar

Oscar Dylan,

 

Thanks Oscar,

When you say "...and you need to change the email account in the email sent to case contact manually" I understand each time I send an email I must to change the email manually?, if not where must I change the email account?

Thanks again

Julio Falcon at...,

You need to change email address in the "To" field of the email. When you click on the "letter" button in actions dashboard you create new email and in case section this "To" field is filled with the email of the first contact of the incident. That's why you need to change "To" field value manually.

Hi Oscar, we have customer with same problem to be resolved, exist some news about some R&D resolution offered in last version released. If not, despite manually change "To" field when we use dashboard buttons, exist some workaround (maybe using some business process or similar) to resolve that need, mostly when notification to be send was automatically?, Thanks

Ernesto Bianchi,

Hello! Unfortunately there are no news about this functionality to be implemented. And I am not sure if the it can be implemented with the help of the business process since this logic of editing "To" field in cases activity dashboard is a core logic. But I will inform our R&D team about your question so to raise the priority of this problem!

Best regards,

Oscar

Oscar Dylan,

 Ok, thanks!, In understand that not possible to made automatically using active dashboard button, but if we associate some process to notify actual customer case by mail (ie.: when case status change), instead of use active button, is possible to use in process email object customer actual email and not original mail asociated?

Best, Ernesto

Ernesto Bianchi,

In order to achieve your business task, you will need to add customization to the out-of-box functionality. This requires developing skills.



The functionality responsible for the Recipient field value is spread through several schemas, being configured in the EmailsSearchMixin schema.



Therefore, if you want to override the basic logic, please consider adding a modified basic functionality to the replacing CasePage schema. Particularly, the publishListenerEmailData method. There you need to modify the "EmailData", which is received so to set needed email.

Regards,

Anastasia

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Hi everybody,

I would like to know if there is the possibility to change the "Desktop Agents" section title into something else.

Thank you

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Dear Stefano, 

Unfortunately, the only way to change this using user methods would be to change all records in Translation section with default translation equal to Agent Desktop (http://prntscr.com/lnpvvw)

Best regards,

Dennis

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Hello Community!

I'm trying remove the Resolve Button from Case Page and put a merge with the visible false

	{
		"operation": "merge",
		"name": "ResolvedButton",
		"values": {
			"visible": false
		}
	},

But, first time is ok hide, close the page and open again and is show the button.

Any place to remove??

 

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Dear Federico,

Buttons are often added to both Section and Page. Check the CaseSection and make sure you have removed the button there.

Also, the button was completely deleted in newest version of application (7.12.0 or higher), so the best solution will be updating your site ;)

Oliver

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