We have a custom section in which we'd like to display the mobile phone number of the contact concerned when it i fileld in the contact related record.
I guess we should use the business rules to do that. Use "Filled in automatically". Know how to define the "If" condition to check if the column concerned is filled in but don't know how to define the "then" value.
The best option in this case would be adding a custom business process. The process would need to read the contact linked to the custom object record, check if there is a phone number filled in and:
-if there is no, finish
-if yes, read the phone number
Then the process will modify the custom object record using Modify Data element.
¿How could I change the default value that appears in the column list when I enter the lookup of a custom entity? I want that initially when I open the lookup, I can filter by a field, without changing the display value in the system
In this case, I want the default value to search not be "Nombre y Apellidos" but, another field.
The lookup field values are sorted based on the column that was set to be the primary column in the Configuration. You may go to the lookup in the Configuration and change the primary column to the one you'd like to use and so, the values would be sorted based on it.
Alternatively, you may reach your aim with the help of the development. In this case you need to replace the ‘LookupPageViewModelGenerator’. The column for the search is configured in it in ‘GenerateViewModel’.
You need to re-add "CaptionLookupPage" localizable string and re-save the schema. For the changes to be displayed, you also would need to empty the cache and log out and back in.
It is the basic system logic to grant the person created a record with full access rights for this record. Unfortunately, there is no such option to eliminate the deleting access rights for record owner/creator via [Object permissions] section.
It can only be done by creating a simply business-process starting on record creating, reading the Contact from Created By column and deleting the access rights via [Change access rights] process element.
I am looking to enable/disable a button based on whether a user is in a certain functional group. What is the best way to do this? One way possibly is to build an entity schema query to pull a user's role information, but I haven't been able to find details on the object that contains user->role associations.
I was able to send emails from bpmonline. However when trying to download emails from outlook to bpm, I get an error in the process log.. I am using 7.12 BPMOnline sales.
System.Threading.ThreadAbortException: Thread was being aborted.
It's hard to determine the cause of the error without the additional info about the instance you are working on and mailbox settings. Please send a request to support@bpmonline.com so that we can conduct a deeper analysis.
Is there a place we can log new feature requests/product enhancements for BPM online? We get feedback from various customers and would like to log such items so that BPM can follow up with them.
The best option is sending an email to support@bpmonline.com as all enhancement requests will be processed and then added to backlog by support itself.
You can also receive fresh information about your feature request from support (will be implemented in the future release, next update etc).
Recently I got the 7.12 upgrade download from support team and was able to successfully upgrade my local development sales site to 7.12. However after the upgrade, When trying to login LDAP authentication fails for the users but BPMonline authentication works. Any thoughts?
Besides, it seems like you either have demo application or you don't have licenses or you have demo licenses. It seems like the application is in demo mode.
Eugene, I didn't try to import the records into LDAPElement table manually. I have configured the LDAP settings and this is the message that I've received after waiting for a notification. Is there a way I could switch the application to normal mode instead of demo mode. Thanks in advance!
When you add a new Order from opportunity > New OrderProduct the Order keep saved but when you close the order this not refresh the order detail in opportunity.
What can do to keep the order in chage status (save button enable) after add OrderProduct?
You need to override the saveAsyncValidate method on the page and read the value from the database via ESQ in the method. Then you need to send the validation result on callback of the ESQ. You an find an example in the BaseEntityPage module in the saveAsyncValidate method.
