How can you copy the Out of Box section page setups to create different views? For example, I want to have two views of cases depending on if it's an Incident or Service request. I want to maintain most of the out of box fields (i.e. auto numbering and tab setups) for both and only want to change a couple fields. Also, I want to do this with Contacts and Accounts if there's a different way depending on the section.
How would I go about setting the default behaviour for the + button on an editable grid to add a row instead of opening the card?
Specifically, this is the Order page, with the OrderProduct detail. The + button here
brings up this full page card:
I would like it to default instead to the blank row you get from ... -> New:
I have tried explicitly setting IsEditable to true when initializing the detail, but it doesn't seem to make a difference. Where might I be able to change this?
I try to connect with my Office365 account. But after I set the email address and entered the password, I receive a message that one of the settings are unvalid. But they are properly set.
More I´ve tried to use the Outlook connector from the marketplace, https://marketplace.bpmonline.com/app/smartcloud-connect-bpmonline, but here I receive everytime an error message. For this I have a ticket at the support team open. Has someone else got this problem?
Please modify the section edit page with a section wizard, then go to the configuration section, find a newly created UsrQuotesSection module...MoreLess
Can you control access for users to which lookups they can view and edit? I see there is an operation permission called Access to "Lookups" section. But what if I want the user to only be able to edit one lookup? Can I control that? or is it an "all or none" type of setting?
we had a similar request from our client, we handled it by creating a new workplace and added only lookup section. and gave access to specific user role.
I've been trying to create a campaign that is triggered based on participants that have completed one or more campaigns goals in other campaigns.
I figured I'd try to create a dynamic folder in contacts which would isolate those contacts that have successfully reached a specific campaign goal for a given campaign. But this is proving to be somewhat challenging. Does anyone know if this could be done?
I am trying to import the relationships via an excel file and have followed all the steps in making the file ready and matching the required data types etc.
The file is getting imported and I get a notification that my file has been imported but I can not see the relationships popping up under those accounts and contacts.
Could someone help me debug this or let me know if I am doing something wrong.
