Dear Vincent,

Please refer to this community question regarding registering custom section for existing object https://community.bpmonline.com/articles/register-custom-section-existi…. In your case your detail is an object and you need to create a section from it.

Best regards,

Oscar

It's 

this.set("Owner",result.entity.get("SalesContact"));

Dear Oren,

It is more simple to create a business process that will change owner of Lead on changing of Account in this lead record. So the process will be triggered when the record in "Leads" section is modified and modification is expected in "Account" field. After that you need to read data from this account that was set for lead record. You need primary contact value. And after that you need to use "Modify data" element that will set owner of this lead as value of primary contact taken from "Read data" element. The only minus of this method is that it will be triggered only after saving of lead record. Also you can try the way Jerome has suggested.

Best regards,

Oscar

Jerome BERGES,

Hi Jerome

Thanks for your reply but it's not working.

I checked and the result of: result.entity.get("SalesContact") returns the Id of the record as a string. 

Maybe it has to do with the value I put in the "SalesContact", in this line?:

esq.addColumn("QualifiedAccount.PrimaryContact.Id", "SalesContact");

Maybe I need diferent data type than: QualifiedAccount.PrimaryContact.Id ?

Oscar Dylan,

Thanks Oscar

A business process can easily work but I need more elegant solution on the client side.

Oren Diga,

In order for the lookup to display the object you've set, it needs to be an object that contains both a value (the ID) and a displayValue (the text Name). 

Modify your esq to retrieve both the QualifiedAccount.PrimaryContact.Id as well as the QualifiedAccount.PrimaryContact.Name. Then, set it in the lookup like this: 

this.set("Owner", {value: result.entity.get("SalesContactId"), displayValue: result.entity.get("SalesContactName")});

Ryan Farley,

It's working !!!!

Thanks a lot

Ryan Farley,

How do we set Guid.Empty value to a lookup or remove the lookup data value in a record in server-side scripting?



Say., Owner is a lookup - Filled with a value as "Creatio Account"

There is a custom logic that runs and needs to update this Owner lookup to empty. How to set a Guid.Empty to a lookup?



BR,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

You can use the Update class:

var update = new Update(UserConnection, "Contact")
        			.Set("OwnerId", Column.Parameter(null, "Guid"))
        			.Where ("Name").IsEqual(Column.Parameter("Name2"));
    		var cnt = update.Execute();

Please use the "Users/roles (view)" object.

Dear Judy,

Can you please send this issue to support@bpmonline.com for further investigation? 

Best regards,

Angela

Maybe one of these marketplace packages will provide what you need? 

https://marketplace.bpmonline.com/app/file-x-bpmonline

https://marketplace.bpmonline.com/app/pandadoc-document-management-bpmo…

Ryan Farley,

Thank you! But maybe somebody else can help.

Hello

The following functionality is best achieved with the application like this:

https://marketplace.bpmonline.com/app/file-x-bpmonline

Since the bpmonline does not allow editing the files online, whereas the application allows it via the integration with GDocs or OneDrive.

Best regards,

Matt

You can send a message via sandbox from the detail to the edit page to trigger the function. On the detail, override the onSaved function and send the message. On the edit page subscribe to the message and call your Calculate function. 

On the detail page:

messages: {
    "MyMessage": {
        mode: Terrasoft.MessageMode.BROADCAST,
        direction: Terrasoft.MessageDirectionType.PUBLISH
    }
},
methods: {
    onSaved: function(response, config) {
        this.sandbox.publish("MyMessage", null, [this.sandbox.id]);
        this.callParent(arguments);
    }
}

On the edit page with the Calculate message:

messages: {
    "MyMessage": {
        mode: Terrasoft.MessageMode.BROADCAST,
        direction: Terrasoft.MessageDirectionType.SUBSCRIBE
    }
},
methods: {
    init: function() {
        this.callParent(arguments);
 
        this.sandbox.subscribe("MyMessage", function(arg) {
            this.Calculate();
        }, this, [this.sandbox.id]);
    }
}

Ryan

Ryan Farley,

Thanks a lot Ryan !

Dear Mitch,

Sorting is present only in the out-of-the-box sections and only in the out-of-the-box workplace “Main workplace”. Sorting is implemented at the code level that can be inspected in mobile%sectionname%moduleconf.js file. As for now any changes to sorting functionality can be done only with development. 

I'll inform our R&D team about this issue and suggest them to implement it. Thank you for helping us to make our application better!

Best regards,

Angela

Dear Mark,

As for now there is no such functionality, but I'll inform our R&D team about this issue and suggest them to implement it. Thank you for helping us to make our application better.

Best regards,

Angela

As a workaround you can import opportunities you wanted and then import team members into created opportunities. 

Best regards,

Angela

Hi Angela,

Since I posted, I have found that the process is to import the root data, in this example Opportunities and then do a separate import into the sub section detail. For this, it is necessary to know the name as it exists in the database, as this can be confusing to identify.

Click on the 3 dots by the section details title and choose Details to identify the database naming.

Mark Roberts,

You may also use "Data Import" button in the detail: 

http://prntscr.com/mahi27

Dear Timur, 

You can use built-in Sales pipeline dashboard tile and choose to display "Pipeline conversion" there (https://prnt.sc/m8qoa5). For more information on sales pipeline please see an article below: 

https://academy.bpmonline.com/documents/base/7-13/sales-pipeline-dashbo…

Best regards, 

Dennis

Dear Scott, 

Unfortunately there is no built-in functionality to dynamically change sender in the trigger email. I registered the request to the development team and this functionality may be added in the future releases. 

Best regards, 

Dennis