Hi,

I want to set the default search for custom section

Regards,

Sunitha

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Dear Sunitha,

Can you please specify which button do you mean? The one that creates new record? 

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Hi,

In Activity Section based on Type to change the tab changes,

Example:

Type is 'Call' it shows only tab2

Type is 'Task' it shows only tab1

kindly give me your feedback.

Thanks

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Hello,

You can create multiple section pages in Section Wizard and bind them to activity type, so that each type will have it's own edit page...MoreLess

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Hi community, good morning.

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.

Is there any option for it?

What would be the best practices?

Thanks

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Dear Danilo,

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....MoreLess

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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 filter...MoreLess

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Hi Community,

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?

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Dear Fulgen, 

The reason you can't see these scripts is because bundling is turned on, it accelerates the system performance but makes...MoreLess

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Hi,

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?

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Hello Kirill,



You want to store value with "TimeSpan" data type in column that has "DateTime" type. This can lead to errors during saving or...MoreLess

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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...MoreLess

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Dear Miitch,

Business rules does not affect system performance so you should not experience any issues connected with their quantity. However...MoreLess

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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...MoreLess

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Hello!

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...MoreLess

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Hi,

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 give me your feedback..

Regards,

Sunitha

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Dear Sunitha,

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. 

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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...MoreLess

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Dear Saraya, 

Please make sure that the package you've set as a current package is not locked and the current package system setting i...MoreLess

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