Hello, we want portal users to have read only access to the Account column on the Portal Cases Page. However, we don't want them to be able to go to the main portal section list page and be able to open a filter menu that shows all of our Accounts in the system.
Hello, we've found when we open a case and set the account, the service agreement will default to which ever one has the oldest created on date. We want it to default to Non-SLA, however many accounts have that as the newest service agreement.
Is there a query that can be written and used in the...MoreLess
In the future, is there a recommended way for me to find which tables certain types of data live in? Instead of having to ask in these community articles?
Ryan is there a table that shows which service agreements are added to each account? If I select * from ServicePact it just shows the 7 service...MoreLess
Hello, is it possible to set up this functionality for portal users? Regular users can go to an Email Activities Detail in the cases section and click the + sign to create an email and send it. I was able to add the Email Activities Detail in the Portal Case Page, however there is no plus sign. See video for example.
Make sure that the module itself (the element with the itemType: Terrasoft.ViewItemType.MODULE - or a 4) has the parent of a container (itemType:...MoreLess
Any idea how to fix this issue, we have already changed the title of our section and disable the add record mini page in our development but when we transfer our package (using export to archive and install application using install application) to Production, still the add record mini page is enabled and the title does not changed at all.
I would appreciate if someone could guide me how to read the value from a WiJob object, which has a lookup WiBuilding and WiBuilding has a column WiChargeRate. I added this as dependency in attributes, I can see teh value is there but I am unable to read it. Please see image below.
Thank you Alex, you are right I do get the value of the WiBuilding by writing Job.WiBuilding or Job.WiBuilding.value. I am struggling with the...MoreLess
We have a total of hundred of portal users, is there a way to import the user license in BPM online so we don't need to do this manually hundred times.
Am facing difficulty in implementing default value for Lookup section filters(Status filter in Order screen). Please help me out to resolve this. The code snippet in OrderSectionV2 is given below :
I want to send a notification to all users with a specific functional role. I know how to get the list of users with the role from User in role, then get the contacts for the users from User profile. How do I feed the list of contacts or their email addresses to the Send email process element?
