How can I refresh Opportunity Section after creating a new Opportunity?
Hi community,
I've this situation where I need to refresh my Opportunity Section right after I save my mini page when creating a new Opportunity.
Since some of the values are calculated during this "save" operation using a business process, I've tried to send a message to my Opportunity Section page, using the same process. But the main problem happens when two or more users are in the Opportunity Section page those pages (Opportunity Section of each user) are refreshed. Is there any solution to refresh the page of only one user (the user that created the new Opportunity)?
Thanks in Advance.
Best Regards,
Pedro Pinheiro
Like
Hello Pedro,
To reload/refresh a section list, you can use:
this.updateSection();As far as sending a message for only the current user, you can use the ServerChannel to send a message from a process and include the user Id of who created the opportunity in the message, then check that value with the current user when received on the client.
Info on sending a message from server to client: https://customerfx.com/article/how-to-refresh-a-page-from-a-process-in-…
Info on getting current user: https://customerfx.com/article/getting-the-current-user-in-bpmonline/
Ryan
Hello Pedro,
To reload/refresh a section list, you can use:
this.updateSection();As far as sending a message for only the current user, you can use the ServerChannel to send a message from a process and include the user Id of who created the opportunity in the message, then check that value with the current user when received on the client.
Info on sending a message from server to client: https://customerfx.com/article/how-to-refresh-a-page-from-a-process-in-…
Info on getting current user: https://customerfx.com/article/getting-the-current-user-in-bpmonline/
Ryan
I've also written up a more detailed description of the ways to refresh a section, or parts of a section, here: https://customerfx.com/article/refreshing-a-section-list-in-creatio/
Ryan
Ryan Farley,
Thanks for the response, your solution fixed our problem.
Best Regards,
Pedro Pinheiro