Customer Hierarchy
Hi, I want to show the hierarchy of my customers in BPMO, but I'm told this is not a function. Does anyone know of a work-around? This is what I am looking for:
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Hello Andrea,
Feel free to check how the Connected to details on the account page is designed. You can use it as an example to implement the functionality.
Also, in case you won't need to edit the hierarchy - just view it, you can create a view and then add the custom detail based on the view.
Lisa
Hi Lisa, thanks very much for the information. I've looked at the connected to tab but I don't see how I can use that to connect people from the same company. I am not familiar with creating views. I looked at the academy but couldn't find the relevant information. Would you be able to direct me please? Thanks again, Andrea
Dear Andrea,
This task requires major development skills. The connected to tab should be used as an example for the custom development. As for the views, you can find the general information about the views in our Academy here - https://academy.bpmonline.com/documents/technic-sdk/7-11/client-view-model-schemas.
To accomplish the task you need to implement the system locally, follow the path to the file system (like c:\Projects\BPMonline7111_SEMCC_blackboxcontrol_EPodkovka\Terrasoft.WebApp\Resources\ui\Terrasoft\controls\grid\) and check the base grid control. You'll need to develop your own control similar to the base one and re-write the control display generator to use your custom control when needed.
Lisa