When I am in my section with process, in this case Lead, and attempt to schedule a Task with the schedule task -button.
The Start-time I choose is one week from now. However the reminder-time is initially set to the current date and time. 2019-04-05 09:28. (The reminder time is set to one week ahead of the start time, which seems strange).
Another strange thing that happens is that when i uncheck and re-check the Reminders > Responsible check-box. The Reminder date and time changes to the vales of the Activitys Start time, date and time.
First of all you need to delete this replaced object since it seems that it was created incorrectly (and there is a high probability that you get network errors when opening this lookup). For some reasons when I was testing replacement of "Account type" object there was an error while publishing and the object appeared in configurations, but database structure was not updated and the object itself was not published. It lead to incorrect displaying of this lookup (there were no values in the lookup and console returned errors). I resolved this issue by deleting this replacing object and creating it once again. The major target is to:
1) Set Account type (Base) as parent object for this replacing object
2) Publish the object successfully without errors
As a result you will get new column and old values of the lookup will be present in a list.
So as a conclusion in your case - you need to recreate this replacing object.
I have a 'new' dashboard type (just a copy of the Sales Pipeline (OpportunityFunnelChart) with a couple display changes, since it doesn't allow a replacing module) that I'd like to register in this menu so I can add it to pages.
Which section or database table does this list draw from?
Such task is very ambitious. Unfortunately, there is no detailed implementation guide, anyway, you can implement your own idea by analogy.
The functionality that is responsible for building new chart lays in "DashboardDesigner" schema. You should debug it via devtools to understand how it works.
Each button has a caption which is located in "DashboardDesignerResources" schema.
Cor, that's a mess in there, and nigh everything forbids replacing modules to boot. Really not a customization-friendly part of the software; should be a five-minute task and instead it'd be hours. I had an easier time messing with the internals of the email templates.
We are transferring changes from dev instance to prod instance through 'Export packages to archive' in configuration from dev and 'Installed Applications' on Prod. But we noticed one thing Printables and Email Templates were not transferred. Any idea how we can fix this issue?
You can do so by using macro: in list of fields setting you can set up each column (http://prntscr.com/n6qkdy).To change the form of a boolean value to checkbox use macros "ColumnName[#Boolean|CheckBox#]". For yes/no option use "ColumnName[#Boolean|Yes,No#]". This is how settings should look like: http://prntscr.com/n6qlil
I've set up a landing page, which is working almost correctly.
When the form is filled on our website, a lead is correctly generated, as wanted.
The issue is: In the landing page parameters, the "Create contact" is checked in, but this is actually not working. I've looked for some documentation about this issu, but wasn't able to find any solution.
Most likely the data required for creating a contact is not pulled to application from your landing page. Please make sure you have the fields Name, Phone number and Email that are required for contact creation.
Parameters of a process appear in creation order in the process or alphabetical order as a sub-process, which can become unwieldy or confusing when referencing subprocesses since there is no way to indicate which ones are required to be passed into a process to function correctly. Is there any way to sort the Parameters manually, for example, so that inputs parameters are at the top of the list?
Currently the logic is that parameters in the process are ordered by creation date (if we are talking about custom business processes). And indeed they cannot be sorted in another order and I will create a request to our R&D team so they could include this functionality in out of the box version of the application. Thank you for this idea!
How do I delete a column from an Edit Page? We have sections with unused or accidentally added columns that we want to clean up and not have visible in Edit Page or Mini Page.
If you want to just delete the field from the edit page you can just click X near the field in section wizard (http://prntscr.com/n3toyt). If you want to make the field invisible throughout the system you need to go to the configuration -> object, select this column -> all parameters (http://prntscr.com/n3tqlt) and set usage mode to 'None'