I am looking for a way to bulk upload files and attach them to specific Products. I know we are not supposed to do so using the out-of-box data import.
Hi. I'd like to have a Dashboard with additional Quick filters. The standard Pipeline Dashboard comes with a date-picker Quick-filter.
I'd like the standard Dashboard, with a By Owner, Quick filter.
In the chapter about the Sales Pipeline Dashboard in the Academy, there is a note about Quick filters at the very bottom of the article. But I can't figure out how to add quick filters to the Pipeline Dashboard.
You may also inspect already existing filter in the Pipelines to understand how it should look like for "Owner" or inspect Activity section since it has the same quick filter.
Recently we used BPM Online 7.13, now when I try to debug (client debugging) using Chrome developer tools, I cant find any script lets say for example AccountPageV2.js the only thing listed on sources are css and image files. But compared to BPM Online 7.12, I can see all the scripts(most especially edit pages) when the form is open. Is there any configuration that needs to be turned on?
The reason you can't see these scripts is because bundling is turned on, it accelerates the system performance but makes it harder to debug. To turn it off you may send a letter to the support team of bpm online.
This is new in 7.13. You can turn on debug mode for the client and then you'll see the separate scripts instead of just the combined minified file. To turn on debug mode execute the following in the browser console:
Refresh your browser and then you'll see the separate script files to debug. When you're done, be sure to turn debug mode back off again with the following:
I have an object that ha DateTime column in which I store TimeSpan rather than DateTime. For example I will store duration of a meeting (1 hour an 30 minutes). when I show this column in a section grid I get 12:30 AM because I my culture is set to Canada. I would like to show it as 01:30. Do you have any recommendations how t achieve it?
You want to store value with "TimeSpan" data type in column that has "DateTime" type. This can lead to errors during saving or processing data, so it is not recommended to do that. An alternative way to achieve it is to store info about duration in three separate fields: start datetime, end datetime and duration which is calculated by subtracting end time and start time.
Also, another way is to create lookup with values of duration in step e.g. 15 minutes. After that you need to add a new field with lookup data type to the page of the object which this detail represents and bind this field to the created lookup.
Is there any risk of having too many business rules?
For example, our company completes change orders for our clients and there's three different types. I want to set up business rules based on the type of change order selected that makes fields shown on the page and makes certain fields required. There could be dozens of fields associated with each of the three types of change orders so this could literally mean I would end up with 100s of business rules.
Long story short, would it be a bad idea to have 100s of business rules within the cases section? could that be an issue for version upgrades or package installations? Would it make our instance any less sustainable or cause errors or slow performance down or anything?
Business rules does not affect system performance so you should not experience any issues connected with their quantity. However we recommend you to use them carefully and create documentation regarding all rules so you could understand when and why every rule is working.
Hello, what would be the best way to have a list of common tasks (activities) for when a certain type of case is created?
For example, many of our cases are "service request" for the category column, but when there is a case that is a "change order" category, we would want a list of specific tasks to populate and get assigned. These would be different tasks then we would have for a service request or other case categories.
I know you can have tasks attached to stages of a case, the problem is we only have one case that uses "status" for the stages.
The best way to achieve the task would be to create a business process, that would be triggered once a case, that satisfies the specific conditions is created. Then this process will create specific activities, that you need based on the conditions you choose. You can create several branches in the process and use conditional flows in order to create different tasks. You can read more in the academy article below:
I developed a package that name is 'A', which I try to import on another instance of bpm'online .In new instance current Package id is set 'A'. if any changes made gets reflected in the custom package (default) not in the new package.
Please check if your package is locked or unlocked (it will be gray if it is locked). Packages are usually locked if they were imported to another instance.
They are locked because development process expects user to develop everything on dev- and then transfer changes to prod. They are locked because system expects they are finished and will not be changed anymore. You can read more about developing process on our Academy: https://academy.bpmonline.com/documents/technic-sdk/7-13/how-start-deve…
Transferred the package from one instance to another instance. The transfer was successful.
In the system setting the current package is also set as the transferred package.
But any changes made is getting reflected in the default custom package rather than the new transferred package.
The whole thing is happening in our dev cloud environment so even though the edit settings for the imported package has been set to "Allow", the package still restricts to edit and all the changes to the objects and schema are residing in "Custom" package.
Please suggest a efficient way on managing the changes relevant to that package. Kindly help us resolving it.
Please make sure that the package you've set as a current package is not locked and the current package system setting is set to your package. If the package is locked the system would set Custom as a current package as it can't save anything to the locked package. If your package is unlocked and the current package is set to your package please contact support team at support@bpmonline.com.
