Hi Community,

I have managed to create a notification in business process. But what I need upon clicking this notification, i want to open the record. Any idea how can I achieve this?

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Hello,

I recommend to check the realisation in base functionality. When case reopens, the notification is sent. Business process that is responsible...MoreLess

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How do I test if a String Parameter in a process has not been filled in using a Formula?  For example, the following are not working because they do not evaluate to true when the parameter is not filled in:

[#MyStringParameter#]==""
 
[#MyStringParameter#]==String.Empty

Is there a function for String length?

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I've used the following: 

string.IsNullOrEmpty([#MyStringParameter#])

However, I believe I've used what you're using as well (but might have wrapped it in parentheses)

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I want to add elements such as tables, radiobutton, dropdownlist to a page in bpmp process, but in the page designer I can not find them.

Should these be added with code?

What language is used?

Greetings.

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Edgar,

What does your page designer look like?

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Hello, I create a new Activity Type and Activity Category called a "QA Activity". I designed a page specifically for the new QA Activity. However, I would like to be able to create a new Activity record of this type directly from a case.

For example, I want to be able to click this task icon in a case...MoreLess

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Mitch,

The root issue is that the flag button you highlighted creates an activity of type 'Task'. The 'To do' is the Activity's category...MoreLess

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I deleted an object schema and resource file and now I keep getting these errors every time I click Export packages to file system: http://prntscr.com/n38jkr . How can I fix this?

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Hello Jonas,



You can perform some actions that may help you with resolving the issue: try to compile the system http://prntscr...MoreLess

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Hi,

It is cleared that by default, below fields must be entered for a successful submission of case landing page and on the basis of data matched the case record is linking with existing/new Account/Contact.

1. Contact name

2. Email

3. Phone

Also those fields must be entered those ar...MoreLess

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Dear Muhammad,

Most likely those 3 fields are mandatory in your environment on the Case page. The data taken from your web form populates the...MoreLess

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Hi Community,

I have this scenario, in lead form using not admin users, upon reaching the awaiting sale stage the lead is not converting to opportunity. Any idea how can i fix this issue? 

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Dear Fulgen,

The most possible reason is in the access rights. Double check if the non administrator users have the access to read and edit...MoreLess

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Hi Community,

I have a business process that creates email activity and send it using this code

var activityId = Get("EmailRecordId");

if (UserConnection.GetIsFeatureEnabled("UseAsyncEmailSender")) {

    AsyncEmailSender emailSender = new AsyncEmailSender(UserConnection);

  ...MoreLess

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Hello Fulgen, 

Try setting up access permissions to the shared mailbox using this article: https://academy.bpmonline.com/documents/administration/7-13/configuring…

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Hi,

I am trying to get the details of leads from clickfunnels to google sheets and then using a zap to get them into the instance which are only coming in as contacts. But I want those details to enter the CRM as leads and not as contacts and accounts.

Is there a way to get the Leads into the instance? I can only see option for Contacts and Accounts in Zapier.

Thanks.

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I created my own Webhook for this purpose and have Zapier call my webhook to pass the data, then I use OData in the webhook to create the lead...MoreLess

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Hello, I can not find the menu option "Landing page and web form". Does anyone know how to create a web form and associate it with a bpmn process?

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Dear Edgar,

Since you cannot find the 'Landing page and web form' section in your environment, then most likely you do not have marketing...MoreLess

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