7.13_() | Community Creatio

Question

Sriraksha KS

13:09 Apr 10, 2019

Hi,

I will have to auto populate/bind a lookup column based on other column value.

My scenario is : I have added a lookup object UsrTerritory -- Values are Domestic & International

I have added a column with the above lookup reference in Account called "UsrTerritory".

This column should auto bind to domestic if the country is india, else to international.

In Edit page I have mentioned like

attributes: {

           "UsrTerritory":

{

   dataValueType: Terrasoft.DataValueType.LOOKUP,

dependencies: [

{

columns: ["Country"],

methodName: "GetTerritoryDetails"

}

]

},

       },

   GetTerritoryDetails :function()

           {

               //var Country = this.get("Country").displayValue;



var esqOrder = this.Ext.create("Terrasoft.EntitySchemaQuery", {

               rootSchemaName: "UsrTerritory"

               });

               esqOrder.addColumn("Id");

               esqOrder.addColumn("Name");



var DomesticValue,InternationValue;

   esqOrder.getEntityCollection(function (result) {

              if (!result.success) {

                   this.showInformationDialog("Data query error");

               return;

                      }

                   result.collection.each(function (item) {

                       if(item.get("Name") === "Domestic"){

                       DomesticValue = item.get("Id");

                       }

                   if(item.get("Name") === "International"){

                       InternationValue = item.get("Id");

                       }

                   });

                   if(this.get("Country").displayValue ==="India")

                   {

                       this.set("UsrTerritory", DomesticValue);

                   }

                   else{

                       this.set("UsrTerritory", InternationValue);

                   }

                   }, this);



           }

But am unable to achive in binding the column. It says undefined.

Please help

1 comments

Anastasia Botezat

13:20 Apr 15, 2019

Dear Sriraksha,

You are getting an 'undefined' value due to the fact, that in lookup fields you are supposed to pass an object, but not just GUID. In order to check what is set and stored in the lookup fields you can run a simple procedure: select a value in the lookup, set debugger to stop when selecting and check what is in there. You will see an object. Therefore, in your method you need to set an object to the lookup field. Be sure that such object has at least 2 fields required:

{ displayValue: "The text that will show in the field", value: "unique value identifier"

}

Regards,

Anastasia

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Question

Client field on Order section

Muhammad Shajiuddin

16:01 Apr 08, 2019

Hi,

On Order section there is a OOB lookups field called "Client". On click we can select either Account or Contact because both list are appearing for selection.

By default the field "Client" is a mandatory field. From section wizard > Edit Page, This field is not removing and we cannot make it non-mandatory. I need to avoid this field.

Any help will be highly appreciable

Regards

2 comments

Oleg Drobina

16:34 Apr 08, 2019

Dear Muhammad,

There is a part of code in OrderPageV2 in Order package that looks like:

                   "Client": {

                       "caption": {"bindTo": "Resources.Strings.Client"},

                       "dataValueType": this.Terrasoft.DataValueType.LOOKUP,

                       "multiLookupColumns": ["Contact", "Account"],

                       "isRequired": true

                   },

isRequired attribute makes this field required and to make it non-mandatory you need to create a replacing schema and add your logic that will make this field non-mandatory.

Best regards,

Oscar

Muhammad Shajiuddin

16:37 Apr 08, 2019

Hi,

Yes I already found it however thanks

Regards

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Question

How to get Account that was merged

Yuriy Konstantinov

14:57 Apr 08, 2019

I would like to know how to listen to merge event with business process.

For instance, delete, create and modify events are there:

I would like to get Id of an entry that was merged, and then use it in business process.

"Modify" is not always applicable. Sometimes an entry is not considered modified when merged.

Thanks in advance

1 comments

Alex_Tim

16:11 Apr 15, 2019

Hello Yuriy,

There is no such out of the box functionality that allows you to subscribe on merge event due to unexisting of such event.

As workaround, you may try to modificate Deduplication process (starts when records are merging). The records that remains in the database is called golden record and id of golden record is the first id in collection that is transferred to deduplication process.

So once you have this golden record, you may process is it as you wish.

Also please note that process of merging records is asynchronous.

Regards,

Alex

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Question

sysadminunit

7.13_()

studio

SysAdminUnit is not accessible in esq when user is poratl user

Fulgen Ninofranco

11:56 Apr 08, 2019

Hi Community,

Any idea why SysAdminUnit is not accessible in esq when user is portal user.

1 comments

Dean Parrett

14:10 Apr 15, 2019

Dear Fulgen,

Could you please let us know what is your business task, so we could give you a proper answer to this question?

Looking forward to your reply.

Dean

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Question

Filters

7.13_()

sales

How to create Dynamic filters using logged user information

Diego Valles

14:09 Apr 07, 2019

Hi everybody.

We need to create filters to display only accounts owned by the current user. The goal is to create just a unique filter (i.e. My Accounts) that compares the Account Owner with the Logged in User. So the same filter will show different accounts depending on the active user. Thanks for your comments. Diego

2 comments

Eugene Podkovka

11:28 Apr 08, 2019

Try owner = current contact

http://prntscr.com/n8yqbj

Diego Valles

14:29 Apr 08, 2019

Great! Thanks Eugene.

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Question

7.13_()

Uploading custom HTML page on BPMOnline hosted site

Fulgen Ninofranco

13:43 Apr 07, 2019

Hi Community,

Any idea how we can upload custom HTML file on BPMOnline hosted site.

Example URL: https://testcrm.bpmonline.com/test.html

I need to access this html in hosted bpmonline system

2 comments

Alex_Tim

19:21 Apr 09, 2019

Hello Fulgen,

It is not allowed to host any sites (or html files) in bpm'online.

In such case, you may host them on your own server or use any other hosting service.

Best regards,

Alex

Romadan Saputra

07:13 Apr 10, 2019

you can deploy your custom HTML in your hosting, and then call them with webpage or iframe

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Question

Restrict access to custom process

Janine White

02:18 Apr 06, 2019

How do you restrict access to a custom process? For example, if I want to ensure that only System Administrators can run a process, is the only way to restrict who can run the process by checking the current user in the process?

1 comments

Alex_Tim

15:19 Apr 08, 2019

Hello Janine,

Unfortunately, bpm'online has no business process rights functionality.

Your suggestion to check the current user in business process seems to be a nice workaround. I think the most convenient way to implement it in script task.

Best regards,

Alex

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Question

7.13_()

sales

Fetch System settings value using ESQ Server side

Sriraksha KS

15:20 Apr 05, 2019

Hi,

Is there a way to fetch System setting values using ESQ Server side.

I need to validate based on system setting value.

Please help.

8 comments

Ryan Farley

16:32 Apr 05, 2019

You can get a system setting using the following C# :

var mySetting = Terrasoft.Core.Configuration.SysSettings.GetValue(UserConnection, "MyCustomSetting").ToString();

Ryan

Sriraksha KS

16:35 Apr 05, 2019

Ryan Farley,

Can i use it in server side?

Ryan Farley

19:04 Apr 07, 2019

Sriraksha KS,

Yes. That is C# for executing it server side (for example, in a script task or a configuration service)

Sriraksha KS

16:11 Jul 17, 2019

Ryan Farley,

How can i fetch in client side? i need to take the value from system settings in ContactPageV2. how can i do that. Please help!!

Eugene Podkovka

20:35 Jul 17, 2019

Sriraksha KS,

_initLmsDocumentations: function() {

                   var sysSettingsNameArray = ["UseLMSDocumentation"];

                   Terrasoft.SysSettings.querySysSettings(sysSettingsNameArray, function(values) {

                       this.set("UseLMSDocumentation", values.UseLMSDocumentation);

                       if (values.UseLMSDocumentation === false) {

                           this.set("IsAcademyBannerVisible", false);

                       }

                       Terrasoft.AcademyUtilities.getUrl({

                           scope: this,

                           contextHelpCode: this.name,

                           callback: this._onGetAcademyUrlCallback

                       });

                   }, this);

Julius

11:00 Jan 29, 2021

Are we still not able to set SystemSetting values for current user?

I have a case where I'd like to run an API method which return Token values, which I'd like to store in System Settings

Oleg Drobina

11:56 Jan 29, 2021

Julius,

You can do it using a script task with the following code:

var userConnection = Get&lt;UserConnection&gt;("UserConnection");
Terrasoft.Core.Configuration.SysSettings.SetValue(userConnection, "IsDebug", false);
return true;

As a result the system setting with "IsDebug" code will get a "false" value after the execution of the code. So you can use this approach if needed.

Ryan Farley

18:24 Jan 29, 2021

Julius,

I have an article here that outlines how to read and set system settings from both server-side and client-side code, as well as per-user setting values.

https://customerfx.com/article/retrieving-and-setting-system-settings-i…

Ryan

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Question

7.13_()

customer_center

Creating anonymous web service not using web.config

Thanh Tri

11:26 Apr 05, 2019

I read the article "https://academy.bpmonline.com/documents/technic-sdk/7-13/creating-anonymous-web-service ". The problem in creating an anonymous web service is resolved by configuring on web.config. However, I want to resolve that not using web.config.

2 comments

Eugene Podkovka

12:07 Apr 05, 2019

It's not possible.

Eugene Podkovka

12:16 Apr 05, 2019

Please note that in order to change web.config you need to deploy the application locally, change the config, test it, then send the config to support@bpmonline.com then test it after applying the changes.

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Question

Manually created tasks in Communication Panel: Business process tasks

Julius

11:09 Apr 05, 2019

Why are not manually created activities seen in my Business process task area in my Communication panel? (Even with the Show future tasks -checkbox checked).

I'd like to have manually created tasks seen in this panel as well.

I have read the Academy information about this thuroughly and I feel the requirement for the tasks created manually are met and therefor should be shown.

Academy post : https://academy.bpmonline.com/documents/base/7-13/business-process-task…

1 comments

Angela Reyes

16:45 Apr 05, 2019

Dear Julius,

This section (process task) is used only for records that are created with business process and are connected to it. If you want to see activities created manually you can use notification panel: http://prntscr.com/n7xvwk

Best regards,

Angela

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