The generated file name is the same as the name of the file which was uploaded to this printable record in the application. To rename the resulted file you need to rename a template and upload this new template to the printable record and after the next download it will be named as this template.
I am actually refering to the generated file whom is attached to the object when selecting to Print it. For instance, the Quote object is currently generating files Quote1.doc , Quote2.doc on the Attachments and Notes tab. I would need it to be something like [Quote.NumberField]v1.doc.
Please debug the function in the developers console in google chrome. Once you find how it works, you'll be able to find how to pass the parameter. Additionally, you can search for the examples with the global search trough all sources in the google developers console.
We implemented a Landing page to create Case (Web-to-Case) in which we have Email, Name and Phone Number of the Contact.
When the Contact doesn´t exist in the environment it is properly being created (which is right). However, if the Contact already exist, the newly created Case is assigned to the existed contact (which is right) but the phone number is not getting updated even if it is originally null.
You can create your custom Process started when Contact is assigned to Case. In this process you can compare received Communication options with existing ones and add them if necessary
The logic for creating cases from landing pages is covering setting of mobile phone when initially creating a contact for case. The logic is as follows:
If contact fields matches the [Name], [Email] and [Phone] fields from the filled form, they will be added to the created case.
If contact fields matches only the [Name] and [Email] fields from the filled form, they will be added to the created case.
If contact fields matches only the [Email] field from the filled form, it will be added to the created case.
Otherwise, a new contact is created and the [Name], [Email] and [Phone] fields will be filled in. The created contact is added to the registered case.
In case you indicate the existing contact, the mobile phone value will be ignored and won't update the existing contact with the values from landing.
Concerning to the following sentence: "In case you indicate the existing contact, the mobile phone value will be ignored and won't update the existing contact with the values from landing."
We are looking for a way to change this behavior and actually update the existing contact (on steps #2 and #3 of the logic you described). Is this something we can do?
If not, is there a way to remove the Phone from the Web-To-Case landing page without causing this to break the form submition?
There are two ways of achieving your task. The first one requires much of advanced development. You can override the
WebFormCasePreProcessHandler source code so it will be processing the web-to-case logic in the way you need it.
The second one is to create a field, e.g, mobile phone in the Case object. In the config on the landing page you map the mobile phone input to both mobile phone in Contact object and Case. Create a business process, which would be triggered when contact is linked to the new case. Check whether contact has a mobile phone, and set the phone if it exists in the custom phone column of Case object.
Therefore, when case with existing contact and firstly indicated phone will come from landing, the existing contact will be linked to the case, just inserted phone will be added to case phone column and business process will set it to the contact.
This is probably not the most elegant way, but the one I can think of.
You can use the InsertQuery client-side. Here is a sample:
var insert = Ext.create("Terrasoft.InsertQuery", {
rootSchemaName:"UsrMyEntity"});
insert.setParameterValue("UsrMyParentId", this.get("Id"), Terrasoft.DataValueType.GUID);
insert.setParameterValue("UsrMyDateProperty", new Date(), Terrasoft.DataValueType.DATE);
insert.execute(function(){// do any refreshing if needed here}, this);
To do any sort of insertions of multiple records, I would create a configuration service and call that instead from the client. It would be far more efficient that way.
The examples are done using C# language in case you decide to create a web service. Also there is a JavaScript example. They are particularly the same in the syntax. There also you can find examples of cases using insert, update, delete and batch queries.
If I have an object, can I create a section with that object? If so, how?
Because I want to be able to create a sections for "Relationships" object of BPM so I can create filter folders on that section object. I need those folders to be be used another section to query and pull the account-contact relationships.
If by "Relationships object of bpm" you mean ContactCareer object (or other existing object) please see the article below in which you would find an instruction on how to create a section based on the existing object:
We are looking for a way to save progress when creating a new opportunity without closing the page. I know about the IsSilent flag, but couldn´t figure out a way to implement it by overriding the onSaved method.
