Dear Allen,

Unfortunately, attachments detail is not a kind of sortable detail. In any detail page you need to use inheritance from base detail schemas in order to have sorting option. How to add a new detail or to customize existing one you can find out from these articles

You can try to replace an existing detail schema with your own following those examples.

Dear Julio,

Please add a virtual attribute "IsUsrGiroEnabled", which you are setting to true in the "isCampoEnabled" function. The rest of the functionality and approach are correct. Though, after adding the attribute, I would suggest to leave only this.set( "IsUsrGiroEnabled", true ); in the "isCampoEnabled" function, so to check that functionality is working and exclude the possible error in the rest of the function body. On the other hand, you can debug the code in the runtime.

Here is an example of virtual Boolean attribute:

"NumberDoesNotExist": {
        "type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
        "dataValueType": Terrasoft.DataValueType.BOOLEAN,
        "value": false
    }

Regards,

Anastasia

Thanks Anastasia, could be I doing someting wrong, because it doesn't works.

1.- The diff definition

{
	"operation": "insert",
	"name": "STRING439d943b-0a59-4e30-bdf6-e36c310ba8f1",
	"values": {
		"layout": {
			"colSpan": 12,
			"rowSpan": 1,
			"column": 0,
			"row": 1,
			"layoutName": "ProductsTabGridLayout30090ad7"
		},
		"bindTo": "UsrNomFantasia",
		"enabled": {
			"bindTo": "isUsrNomFantasiaEnabled"
		}
	},
	"parentName": "ProductsTabGridLayout30090ad7",
	"propertyName": "items",
	"index": 2
},

2.-Attribute

"IsUsrNomFantasiaEnabled": {
	"type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
	"dataValueType": Terrasoft.DataValueType.BOOLEAN,
	"value": true
}

3.- The code

onEntityInitialized: function() {
	this.callParent(arguments);
 
	this.isCampoEnabled();
},
 
isCampoEnabled: function() {
	// Evalua Tipo de Negocio
	this.set( "IsUsrNomFantasiaEnabled", true );
}

After all of these the field is disabled, what I'm doing wrong?

Thanks in advance

Dear Julio,

Unfortunately, it is impossible to determine the exact cause as of now. Could you, please direct this issue on to the support team via email so we could investigate more closely.

Thank you,

Anastasia

Hello,

To fix this issue, please 1) click on 'Compile all items' on the left-hand side panel.

2) Wait until it is completed and you will get a pop up window with the compilation errors that do not allow you to log in. 

3) You will need to fix these errors. In case you cannot fix the errors, you can export the schemas where the errors occur and delete them from the configuration.

4) After that please click on 'Compile all items' again and wait until this is completed. If no errors occur (you have to fix it - point 3), you will be able to log in successfully. 

This is a general algorithm you need to follow to fix such error. 

Best regards,

Lily

Lily Johnson

Hey Thanks Lily. Issue has been resolved.

Hello,

There are two most possible reasons for the previous number display:

1. The login page is cached. To fix it you need to empty the cache of the browser.

2. The binary files of the application were not upgraded. In this case you need to restart the upgrade process from scratch.

Lisa,

I have tried clearing the browser cache, but that didn't help.

Then I am left with restarting the upgrade process again. But before I do that, I would like to know how could I get to the binary files of the application. Is there a way I could verify that the binary files of the application were still old and referring to 7.11.3?

Hi,

You get the application files from the support team. When you turn to them for the update files, you specify the version and receive the correct files. 

You should firstly delete the old version files, than copy the newer version binaries to the root directory and only afterwards run the WorkSpaceConsole to update.

Lisa,

 I got the updated files from here..

https://academy.bpmonline.com/documents/bpmonline-update-guide-7113-712…

Are there any additional files that I need to get from the support team in addition to the one mentioned in the screenshot?

Also in your above statement you mentioned to delete the binaries form the root folder. Could you please direct me to the right files in the root folder which needs to be deleted.

Yes, there are the additional files you should request as mentioned in the article:

As for deleting the files, you should remove all of them and replace them with the new ones you get from support. 

Lisa

Thanks Lisa, I was able to upgrade my local development CRM successfully. However I've noticied that my site is no longer in file system mode and the custom packages in Terrasoft.Configuration\Pkg was empty. 

Dear Deepthi Kurra,

File design mode settings are located in web.config. That's why after you rewrote this file during the update the system is no longer in file design mode. You should change web.config again to achieve your goal. Full article how to enter file design mode you can find here

Peter Vdovukhin,

Thanks Peter!

Dear Eric,

Please find answers below:

1. Is it possible to create business rules in the mobile version? Example: If the mobile user changes the "opportunity probability" field to "80", show or hide a specific field.

In order to show or hide columns according to a certain condition (basically,

depending on the value in a certain column), you can use the business rule Terrasoft.RuleTypes.Visibility. To do this, specify the appropriate. type (property ruleType), events that will trigger this business rule (the events property), specify the column (or columns) on which the business rule (the triggeredByColumns property) depends, describe the condition of the business rule triggering (conditionalColumns property) and Specify the columns that you want to display when the above condition is met.

Terrasoft.sdk.Model.addBusinessRule('Account', {
    ruleType: Terrasoft.RuleTypes.Visibility,
    conditionalColumns: [
        {name: 'Type', value: Terrasoft.Configuration.Consts.AccountTypePharmacy}
    ],
    triggeredByColumns: ['Type'],
    dependentColumnNames: ['IsRx', 'IsOTC']
});

The condition in the example is possible only if there is a previously defined constant Terrasoft.Configuration.Consts.AccountTypePharmacy. That is, you can use both this constant and just the value property to specify a GUID value, but it's more correct to use such constants.

Terrasoft.Configuration.Consts = {
    AccountTypePharmacy: 'd12dc11d-8c74-46b7-9198-5a4385428f9a'
};

2. Is it possible to use CSS styles in the mobile?

To do this, you need to use the Terrasoft.writeStyles method. You can find an example in the MobileActivityGridPageV2 schema.

3. If the user entered a different value than expected in any field in the mobile, is it possible to display a warning screen like "Dear user, this value is not permitted".

You can create a validation in the following way:

Terrasoft.sdk.Model.addBusinessRule('Contact', {
    ruleType: Terrasoft.RuleTypes.RegExp,
    regExp : /^([0-9\(\)\/\+ \-]*)$/
    triggeredByColumns: ['HomeNumber', 'BusinessNumber']
});

TriggeredByColumns indicate what columns to apply rule to. You can add a warning message and display it when validation does not pass.

Regards,

Anastasia

Hi Anastasia,

Thank you so much for the detailed information! Really appreciated!

Regards,

Eric

So where is the screenshot of the errors?

er

Please open the source code of the business process UsrProcess3 and find what's wrong in the record 56. 

http://prntscr.com/j7g2mx

Hello,

Unfortunately it is not possible to display the list of user roles in the system users section list view. Only the records from one entity can be displayed in this section's list view, while the user roles belong to a completely different entity. 

Warm regards, 

Matt

Thank you Matt. Is there a work around in BPM to pull list of Organizational/functional roles with the system users? Appreciate in advance!

Hello,

As a workaround, you can create a new field on the User Page and then populate it with the help of the business process. You will need to read the data from the correspondent detail and enter the information into the custom field. In this case you will be able to display the field in the records list.

Lisa Brown,

Sounds good Lisa. Thank you!

Dear Jean,

You must have made some spelling errors in the code. Please copy the text from the code below and not type it:

get/set value in a business process script task
var parameter1 = Get<Guid>("Parameter1");
Set("Parameter2", parameter1.ToString());
var parameter2 = Get<string>("Parameter2");
 
get object of type UserConnection
var userConnection = Get<UserConnection>("UserConnection");

And also double check that the parameter name (not title) is entered correctly.

Lisa Brown,

Thanks for your answer. It seems my script wasn't correctly encoded. This problem is solved.

I just have another question, using EntitySchemaQuery to create a record with Insert, how can we easily get the created object Id ?

Thanks !

Jean Michou,

Please specify the record Id when you create the record. The record will be created with the specified id.

Eugene Podkovka,

Thanks for your answer Eugene.

That is a solution, but how can I get an Id to use ?

I mean, is there a way to get a random Id, not already used in a table ?

Jean Michou,

If you ask about JS, then there is no specific solutions for this in bpm'online. Please find the answer in google. For example https://stackoverflow.com/questions/105034/create-guid-uuid-in-javascri…

If you ask about c# then its Guid.NewGuid

Eugene Podkovka,

Thanks, that is what I was looking for

For reference in a client module using JavaScript you can use:

var newGuid = Terrasoft.utils.generateGUID();

That was returned by Bing GPT-4.

Dear John,

We are grateful for your feedback and I will make sure to transfer it to the academy team.

Now, regarding the questions you have. It is possible to create an email follow-up with the help of a business process, which would be triggered by the new lead with the specific type. You can read more about the business process elements on the Academy via the link below:

https://academy.bpmonline.com/documents/technic-bpms/7-12/process-elements

Moreover, we have a plugin for WordPress integration. The add-on is compatible with the forms created in WordPress using Gravity Forms and Contact Form 7. Any different integration can be achievable with the help of development. You can find the plugin on the Marketplace below:

https://marketplace.bpmonline.com/app/wordpress-plug-bpmonline

Furthermore, the Academy is the biggest source of information available and has the most thorough documentation regarding every piece of functionality. You can search the articles by keywords or you can find the necessary thematic block and find the information there.

Warm regards,

Matt

Dear Ezequiel,

The addition of the attachments detail is described in the article below:

https://academy.bpmonline.com/documents/technic-sdk/7-12/adding-attachments-detail

The Notes part is a rich text field, however, you can simply check how it is implemented on a page and replicate it.

Warm regards,

Matt