Case

My client is setting up workstations for having a browser window open upon login to the workstations (upon startup).

The browser homepage will be set to their Bpm’online URL.

Can the BPM instance be set to logged in so the sales representative dashboard will be displayed? 

Solution

There is a home page field on the system user's page (http://prntscr.com/ls2r7e) and it defines the page which will be opened for this system user. You need to set "Dashboards" there so the system user could see dashboards when logging in. Please note that it won't open the specific dashboard - it will open the section itself.

Case

Our client cannot create cases from the incoming emails.

Solution

The reason of the issue is that the email was written to one mailbox, but there was a logic on the email server side that all emails were transferred to another mailbox and only after that they were synced with bpm'online via the first mailbox. As a result the second mailbox was a recipient of the email and the incident wasn't created.



We've added the alias to the correspondent mailbox in the "List of mailbox for case registration" and everything started to work as expected.   

Case

We created few business process and we are sending emails with contents in it.This email sending perfectly if supervisor run this business process.If other users try to run business process, email is not sending. 

Solution

The reason of the issue is in fact that the Supervisor system user is the owner of this mailbox and it is not shared to anyone in the application.  To resolve this issue you need to setup shared access as it is described in the academy article here.

Question

Can bpm'online integrate with multiple call-center at the same time? Is there any conflict or difficulty that we need to aware? Our customer here outsourced the call-center, therefore they have an Avaya call-center and another one which I'm asking their IT. So far I need the answer for all of these scenarios: multi Avaya, Avaya + Asterisk (or else).

Answer

Yes, it is possible to integrate with two and more call centers in the application. To achieve a target you need to find a system setting called "Default messages exchange library" and setup its value as needed and use "Save value for current system user" boolean field  http://prntscr.com/lq1lnp. As a result the system user will be automatically using the needed library. Also this user should have licenses needed for this type of telephony (Avaya, Asterisk, Webitel, etc). Also it is very important to know that if you need Terrasoft Messaging Service for both ATS - you need to create two copies of the connector (for example on two different PCs) and use different ports to connect with bpm'online (so to avoid collision).

Case

Looking at the bpm´online prod instance I can see that the option “Screenshot” is not available like in the pre prod instance. Please look at the screenshots.

Production Instance (IE 11)

Pre-Production Instance (google chrome)

Could this happen due to the browser type, or is there another configuration missing?

Solution

In some browsers (like IE) this action is unavailable. This is happening because of the architecture of a browser itself - the Screenshot button uses browser tools that are absent in IE. 

This button uses method that is standardized by W3C, but IE and Safari do not fully support it. In order to use this functionality users will have to access the system via any other web browser.  As a workaround we suggest you to use Google Chrome and Mozilla browsers. 

Case

Please check why I cannot open Opportunities Page in Custom package (user Supervisor). It is loading forever.

Solution

We've recently fixed the issue with opening of the "Page" tab in the section wizard. The reason of the issue was in the same name of the detail and the item on the page. The detail itself is called "Project" and there was an item on the page called "Project" and because of this duplicated name there was an issue with infinite loading (http://prntscr.com/ls2ewe - Project_Test was Project before we've renamed it). But as for now we are able to go to this page, just refresh the page in browser and you will also be able to do so.

Case

We have been working in our test environment building out  a new area of use for BPM and have come across some oddities in customizing a few areas. 

We are looking to use the Leads area for a new use and have found it is primarily programmed to be used for new opportunity sales. We would like to use it for bringing in prospects to be then further qualified to become “Contacts” in our system, but some of the Lead stages appear to be hardcoded.

Can the leads area be used as a staging area before a formal contact is created in the system?

Solution

You can create the new section case to modify your stages and processes that they trigger (see the screenshot in attachments). To add a whole new stage you would need to add it in lookup Lead stages (See 2nd screenshot in attachments). To create a contact after the Lead reached final stage you can create a sub process that would create your Contact and pass needed fields to it (See 3rd screenshot in attachments). 

Case

We have noticed 2 issues with email replies/signatures in our system. The first is if you click reply to an email you're shown code at the start of the email.

And the second, if you change the FROM address it removes everything from the email and replaces it with code.

Solution

The issue is that it was chosen to display not formatted text. The template itself doesn't contain the code, but when you choose to show bare text HTML formatting is shown as well. When we chose to display a formatted text it was displayed correctly. It can be chosen by the left Aa button above the text window.

Case

I have a Business Process that does not work on mobile.

In my primary application on site it works OK

Solution

BPM'online application and BPM'online mobile must be set up independently of each other - and this is why your code is not working for the mobile version. You can find more about mobile development on our Academy (https://academy.bpmonline.com/documents/technic-sdkmob/7-12/bpmonline-development-guide).

Regarding Business processes: as for now there is no such functionality - user elements like "auto generated page", "open edit page", "task" do not work in mobile version.

Question

It is necessary to disable the ability to download files during synchronization, but still leave the option to download files from a mobile app.

Answer

You can disable the binary data transfer from the configuration. The mobile application will not download files while synchronizing with the main app, but the user will still have the ability to download files or upload them.

An example based on knowledge base files:

In the manifest, in the "ModelDataImportConfig" section for the "KnowledgeBaseFile" Data column, set the "ImportBinaryData" sign to false.

{
    "Name": "KnowledgeBaseFile",
    "SyncColumns": [
        {
            "Name": "Data",
            "UseRecordIdAsFileName": false,
            "ImportBinaryData": false
        } 
    ]
}