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?
I recommend to check the realisation in base functionality. When case reopens, the notification is sent. Business process that is responsible for it calls "RunSendNotificationCaseOwnerProcess". Please note, on this process element and class http://prntscr.com/n3pl3e
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:
So for Radio Buttons, you can code them in, but I had issues getting more than three options on the page. If you are restricting the seleciton to one option, I might recommend using a lookup field.
As for the table/detail, I can see that your pre-configured page is missing a 'Tabs' section at the bottom which is the only place a detail can be added.
When you first create a pre-configured page, it prompts you to select a template. If you want it to have Details inside it, one of the 'Tabbed Page' templates need to be selected.
Are you having issues putting a lookup/dropdown on your page as well?
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 and have a QA Activity to open up. Is this possible using standard functionality? What extra configuration is needed?
The issue right now is when I open a task in a case, it will only open a to-do type activity.
The root issue is that the flag button you highlighted creates an activity of type 'Task'. The 'To do' is the Activity's category and has no bearing on your issue.
What you want is the activity to be created with your new type, 'QA Activity', rather than type 'Task'.
The 'Activity' entity schema automatically assigns the type of all Activities to be 'Task'. You can try editing the mini-page schema of the activity to have it set to your new type 'QA Activity'.
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?
Please note that configuration is a developer tool and should be used by developers because operations that can be performed via configuration can lead to different errors.
If you will have further questions with this issue I recommend to contact the support team support@bpmonline.com
I found the mistake. The files where not deleted on the hard drive so it kept looking for them. After deleting everything on the hard drive, the export works again.
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 are mandatory on Case form in CRM interface.
Requirement: I need to disable above OOB criteria. I don't need to create/link Account and Contact for newly created case.
How it should be possible?. Any help will be highly appreciable.
Most likely those 3 fields are mandatory in your environment on the Case page. The data taken from your web form populates the fields on a case page. If the fields are mandatory - will need to change this option. Try to disable the 'Required in DB' option for all 3 fields directly through the case page designer.
Reason of these mandatory criteria is OOB functionality of bpmonline. The case landing page must contain those 3 fields. bpmonline use those 3 fields for creating new contact (if none of them matched with existing contact detail) and link with case record
otherwise if any one of them matched with existing contact detail than CRM will not create new contact and directly do the link to that existing contact with case
We've made a couple of tests and unfortunately, it is not possible to change this logic. To create a case from a web page you need to fill these fields. As for now there are no tools to change this logic and the development process to change this functionality is quite time and resources consuming.
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?
The most possible reason is in the access rights. Double check if the non administrator users have the access to read and edit the opportunities. Most likely the opportunities are created but you cannot see them due to that reason. Also, you may compare the amount of opportunities displayed in the section and in the database if you can run the SQL scripts (for cloud environments you can use SQL console to run them) Apart from that, check the process log to see if the 'Create Opportunity from Lead' process is executed at the moment when your non administrator user chooses 'awaiting for sale' stage and its status http://prntscr.com/n3opht If the users have the access to all opportunities and the process is executed without any issues, we would like to suggest you to approach our support team via email support@bpmonline.com for further investigation in your particular environment.
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);
emailSender.SendAsync(activityId);
} else {
var emailClientFactory = ClassFactory.Get(new ConstructorArgument("userConnection", UserConnection));
var activityEmailSender = new ActivityEmailSender(emailClientFactory, UserConnection);
activityEmailSender.Send(activityId);
}
return true;
When I am using admin login credentials the email was being sent but when i am using non admin credentials the emails are just on awaiting status, i am not also getting error if there is. Any idea how can i fix this issue?
Issues like the one that you have faced, usually are caused by insufficient user rights. Please note, that every business process has field called "Owner", that means that business process is run under the system user that is specified in "owner" field, so the business process will be able to process such data for which there are granted rights for the desired system user.
In your case it seems that users simply has no rights to use the desired mailbox. So, to resolve it you should grant rights for the mailbox to all of the users what will work with it. Bpm'online has such feature, it`s called "shared access".
Please find in S.Kobizka`s comment above the link to the article where setup process is described.
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.
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 in bpm'online. The webhook I created was very simple, it's basically just receiving the data from Zapier as fields in the form body from a POST - there really isn't much to a webhook, but you do need a place to host it.
I'd prefer not to do this, I would love to have the official Zapier tasks for bpm'online allow for more entity types.
I am pretty sure you could accomplish the same using a landing page and have Zapier call the endpoint for the landing page and you'd modify the payload in Zapier to match the field names of the landing page. I believe this should be possible, but I have not tried it yet.
Since you cannot find the 'Landing page and web form' section in your environment, then most likely you do not have marketing module in it. The section 'Landing page and web form' is only available in marketing applications or bundles. Therefore, make sure you have the marketing module. You can also request free trial CRM bundle to compare it with your environment. As for the business process, you can associate a landing page in your processes using base process elements as well as the custom script tasks. It depends on your process design and your process purpose. Apart from that, here is a chain of articles that describes how to associate your web form with the bmponline application:
Our Support team can update your application and add the required module if you have the required licenses and the updated environment is your production instance. If you are using just a demo or trial environment, we would suggest you to request a new free application that includes Sales,Marketing, Service and Studio modules. To get the full bundle trial CRM, please follow the link below:
