How can I create my New Look Up inside "Existing Look up Folders (lets say Account Folder)"?

Please refer to image below.

 

 

 

 

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Hello,

You need to select lookups that you are interested in with the help of "Select multiple records" tool (see screenshot http://prntscr.com/kwecax) and then choose the action called "Add to folder" (see screenshot http://prntscr.com/kwecmf) and choose the folder you are interested in.

Best regards,

Oscar

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I have installed the Add on and not able to achieve  the output as shown in the support doc

 

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Hi! 

Please send an email to support@bpmonline.com with detailed description (instance link, screenshot with output you received and description of what you want to achieve) so we may help you. 

Best regards,

Angela

Thanks, Sent an detail mail to Support mail 

 

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Hi there, how are you? Hope you are doing well.

I need some help with this scenario:



Org Roles (City roles):

•    Boston

•    San Diego

•    Miami

Each user in Boston role can Access to the Boston accounts with columns limitations : no view Web, Phone and Numbers of employee [this configuration by columns permissions]

Each account can have multiple owners that manages the account and should be able to view all the information of the account including web, phone and number of employee.

how can permits be combined?

Example:

•    Account 1 

o    City: Boston

o    Owner: user 1 and user 2

•    Account 2

o    City: Boston

o    Owner: user 3

user 1, user 2 and user 3  has the role Boston , because they need to access all the account for Boston (Account 1 and Account 2) excepts the columns Web, Phone and Numbers of employee. 

How can I make user 1 and user 2, in the case of account 1, see it completely as the owners? I tried to assign explicit permission to Account 1 for user 1 and user 2, but same results the user can access the account but the columns web, phone and numbers of employee not appear.

We cannot do by code because this is an example but in a real scenario we need to apply this to multiple entitys with a lot of columns configuration.

We need to resolve this permission settings by security configuration.

Thank you

Kind regards

 

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Dear Uriel, 



You would need to create separate Business rules that would make field visible if the user that want's to see it is the owner of the record. Here is the example of such rule: https://prnt.sc/kwdeex. Access rights would not be applicable in this case. 



Best regards, 

Dennis 

Thank you @Dennis

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I have this look up object name Category (Please see image below)

 

 

Now, How can I get the value "Hardware" from "Category" look up object and pass it in the variable?

I tried 

var a = this.get("Category");

but this doesn't work

 

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Dear Fulgen,

If you are at the Category edit page and need to get Hardware field which is a column of Category table or an attribute of the edit page:

var hardware = this.get("Hardware");

Peter Vdovukhin,

Hi Peter,

Good Day

Category is the column, "Hardware" is the selected value from the look up. Now I want to get the ID of "Hardware" from the look up

 

Thanks

Then

 var category = this.get("Category");

should work. Please check that you have a column named "Category". Perhaps it is called "UsrCategory"

Peter Vdovukhin,

I am facing the same issue. I have the right field name, however, when I try to use the value of the lookup, it keep returning [object Object] instead of the caption column value.

I tried the String(variableName) and the JSON.stringify(variableName) approaches and got the same result.

Any thought?

Thanks.

Danilo Lage,

Lookup value is js object with two fields (displayValue and value)

this.get("Category") ==  {value: "410006e1-ca4e-4502-a9ec-e54d922d2c00", displayValue: "Hardware"}

Danilo Lage,

Hi Danilo,

1. To get the look up id -  var category = this.get("Category").value;

2. To get the look up name -  var category = this.get("Category").displayValue;

Fulgen Ninofranco,

this.get("Usrlookupname")returns undefined.

It does not work in a custom function.

It works in init or save function which are part of parent class. But I can not get it work in my custom function

RAMNATH SHARMA,

Can you provide more code in which this.get does not work as expected? 

 

Best regards,

Angela

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I Have an exisiting filter

var filter =

                this.Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,

                "Name", "Motherboards");

 

Name = Motherboards

 

Now I want to create multiple filter like:

Name = Motherboards or Name = Graphics Card or Name = Mouse

How can i do this one?

 

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Hello,

You need to create a filter group and set OR logical operator.

Please, see my example:



var filterGroup = this.Terrasoft.createFilterGroup();

filterGroup.logicalOperation = this.Terrasoft.LogicalOperatorType.OR;

filterGroup.add("MotherboardsFilter", this.Terrasoft.createColumnFilterWithParameter(

                    this.Terrasoft.ComparisonType.EQUAL,

                     "Name", "Motherboards");

filterGroup.add("GraphicsFilter", this.Terrasoft.createColumnFilterWithParameter(

                    this.Terrasoft.ComparisonType.EQUAL,

                     "Name", "Graphics");

filterGroup.add("MouseFilter", this.Terrasoft.createColumnFilterWithParameter(

                    this.Terrasoft.ComparisonType.EQUAL,

                     "Name", "Mouse");  



You can find more examples in the documentation - https://academy.bpmonline.com/documents/technic-sdk/7-12/entityschemaqu…

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I have an existing lookup field which is already working now I want to change this field to string. How can I possibly edit this field to make it string

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Hello!

 

You can change field type in configuration. You need to find object which contains this field -> open it -> choose field which must be changed -> sort All (https://prnt.sc/kvnotb) -> change Data type accordingly to you business task -> publish

Best regards,

Angela

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Hi

The current functionality within BPMOnline for the Projects section is causing major problems for resource scheduling.

We are a professional services delivery company and have a number of engineers we sell their time to customers for installation and consultancy work.

When creating projects and the activities within BPM for our client delivery, we need to be able to clearly and efficiently see what resources are available. For example, if a customer needs 4 consecutive days for a particular service, we may have 8 engineers calendars we need to review to see who is available and when to allocate to this project and task.

The activity calendar when you add multiple users, displays all 8 users activities in the same colour, except for activities with certain priority or age. These may be red for example. Having all of the 8 engineers showing up as the same colour makes it impossible to determine who out of this 8 has such free time to allocate the task to.

Feature Request

User based colour coding on the activity calendar

When adding users, automatically give each a different colour border.

The current use of colour to indicate priority or past due, can be incorporated in another method; Title bar or text colour.

Images attached showing current issues and suggested change

thanks

 

Mark

 

 

 

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Dear Mark,

Thank you for your ideas! I have registered the following suggestion for our R&D team and they will consider implementing the following functionality in the upcoming relases.

Best regards,

Matt

Hi

Has there been any progress on this.

Whether in cases or projects the ability to identify resources (users) and schedule there time and seeing who and when they are available for a booking is essential.

If anyone wants to add their voice to this, please comment to improve resource scheduling capability in BPM.

Mark Roberts,

Dear Mark,

Our R&D team is aware of the following enhancement request and they will work on the implementation of this idea for the upcoming releases, however, there is no ETA for it yet. Currently, you can use marketplace connectors with the similar capabilities, such as:

https://marketplace.bpmonline.com/app/task-control-bpmonline

or

https://marketplace.bpmonline.com/app/advanced-schedule-bpmonline

Best regards,

Matt

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I have a look up window which populates data of ProductType (Please see image below)

 

 

Upon displaying the modal look up window, Now I want it already filtered by default. I want only specific data will be displayed. 

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Dear Fulgen,

Please see the example below:

// Action handler method. Opens the [Contacts] lookup.
	setOwner: function() {
	// Defining the lookup configuration.
		var config = {
		  // The [Contact] Schema.
		  entitySchemaName: "Contact",
		  // Multiple selection is disabled.
		  multiSelect: false,
		  // The displayed column — [Name].
		  columns: ["Name"]
	     };
	     var EmployeeFilter = 
         this.Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL, "Type.Name",
		 "Employee");
		 EmployeeFilter.Name = "existsFilter";
		 config.filters = EmployeeFilter;
// Opening of the lookup with certain configuration and call-back function that is triggered
// after you click [Select].
		 this.openLookup(config, this.lookupCallback, this);
	},

Hope you will find it helpful.

Regards,

Anastasia

Anastasia Botezat,

Good Day Anastasia,

 

What does parameters "Type.Name" and Employee represents?



I want my look up to like this one (please see image below).

Default filter - "Category"

Default filter value - "Hardware";

 

Thanks

Dear Fulgen,

Base on my example, the "Type.Name" and Employee says, that filter will display contacts, whose type is Employee. You can adjust the filter up to your needs.

Regards,

Anastasia

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Hi Sir/Madam,

Please tell me how to add dropdowns in dashboard.

Regards

Raghu Ram

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Hello,

Could you please specify what you mean by dropdowns in dashboard?

Best regards, 

Dennis 

Hi Sir/Madam,

Dropdowns are lookups.

Regards

Raghu Ram

 

Dear Raghu,

Please specify what business task do you need to implement? Please share screenshots or detailed description of what you want to achieve. 

 

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I have  string text field, I want to pop up look up upon hitting [enter] or [tab] keys

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It will be hard to catch the [tab] click event. The problem is that the [tab] key is reserved for changing an active element in a browser.

The [Enter] key will be easy to catch. I would do the following:

define("ContactPageV2", [], function() {
	return {
		entitySchemaName: "Contact",
		attributes: {},
		modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		businessRules: /**SCHEMA_BUSINESS_RULES*/{}/**SCHEMA_BUSINESS_RULES*/,
		methods: {
			onEntityInitialized: function() {
				this.callParent(arguments);
			},
			onPhoneClick: function(e) {
				if (e && e.keyCode === 13) {
					console.log("show popup");
				}
			}
		},
		dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "merge",
				"name": "AccountPhone",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 4
					},
					"keyup": {
						"bindTo": "onPhoneClick"
					}
				}
			}
		]/**SCHEMA_DIFF*/
	};
});

 

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