Hai
I have question ?
How to add detail history porduct in account ?
Thank's
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Hi Indar,
There is no direct connection of the Products with Account, that's why the detail is not there. Products are connected to Opportunities, Orders and Invoices through corresponsing table for each of the objects - Product in Opportunity, Product in Order, Product in Invoice. Therefore, you can see the 'Products' details in those objects. What is your task for the 'Products' detail in Account, which object should it use and based on what filters?
i want filter product by invoice, so i can show product in account based invoice.
whether it is possible ?
Yes, Indar that is possible. So if the task is to show all Products from Invoices that have current Account specified in the 'Account' column, then you need to:
- Create an object in BPMobline configuration, inherited from base object. Check attribute “Represents structure of database view”. Add necessary columns, but obligatory ones are lookups Product and Account
- Add view to BPMonline database. The view code will be like this:
select ip.Id, ip.CreatedOn, ip.CreatedById, ip.ModifiedOn, ip.ModifiedById, ip.ProcessListeners, ip.ProductId, i.AccountId
FROM InvoiceProduct ip
INNER JOIN Invoice i
on ip.InvoiceId = i.Id
Add more columns if necessary
- Create Detail Page
- Attach detail page to account page as in manual, do not forget to add account filter. Useful link - how_to_add_detail_to_section_edit_page.pdf