There are no basic tools to create similar containers. However, you can look through the already existing containers code, copy it and develop your personal one.
As the title puts it, is there a way to "Select" a number of activities on the Opportunity page (Activities Detail) and then "Run-Process" on the page to change the status to "Complete".
How would I go about reading the selected records?
Read data element cannot use the result of collection - you can read collection of records but you will not be able to pass it further to the process. To fulfill your task you can either create a cyclic process that will complete certain amount of Activities according to the filter or create a process that will complete all Activities connected to a Opportunity or write a script task that will divide ID's for read elements.
We are using the last Modified value as a filter on our dashboards and notifications as a method to provide visibility of cases that have not been updated in x days. This is to ensure that our support reps are updating the cases on a regular basis.
What I have found is that not all actions cause this value to be updated. For example, sending an email or recording a call activity, does not update the value. These types of actions do not always require the status to be changed and this then means the visibility of activity is not accurate.
Am I doing something wrong in the method used to identify cases that are not being updated regularly enough or is this a feature request to make such activities update this date/time value?
I am 100 percents sure that you've set display options in such a way that only "Modified on" date directly from "Case" object declares the resulted list. And you were right when saying that new calls or emails or feed notification will not update case record. It happens since those actions are inserts to other system objects. Here is the screenshot of display options conditions that includes - new emails, new calls and new notifications on cases http://prntscr.com/nr25fv. The only thing you need to do is to adjust needed date to this filter ( and also change all time conditions from "Modified on" to "Created on" since new records are created like new calls or emails). If you create a filter in such a way http://prntscr.com/nr2fps it will only include modifications of fields present on the case record page (like SLA or Account or Resolution time), but it won't take into a count new emails or calls. But with the help of my filter you will be able to see more changes applied to case record.
Sorry, but I wondered if you could assist with the date logic, as I am not getting the expected results I am looking for. I used your above filters, which extends the filter to the activity types I want, but the filter to create a Modified on is greater than 48 hours is not working.
I believed the use of Previous Hours or Previous Days would be the right option, but using Modified on >= Previous Days 2 does not filter in such a way. How can I apply such a filter?
The screenshot here shows the configuration, where the first section appears to work, but the other 2 do not.
Please change "Modified On" to "Created On" in those two other blocks. We create new records in those object, not updating them and that's why we don't get any results from those two other blocks in this filter. I've mentioned it in my first reply, please double check it.
I have created the following query, but again this does not work, where this needs to be an AND statement, as I am looking for cases with NO activity on either email, status, call etc. for more than 48 hours (2 days). This is to allow us to get visibility of cases which are not being actioned regularly enough.
When I create a task with the buttons in the Task Panel. Is there a way to immedietly add more connections from my record, without me having to put them in manually?
Does BPM'Online support SSL-MA authentication? I have a financial services application that I need to connect to BPM'Online. I am going to develop few custom configuration service endpoints on BPM'Online that are going to be consumed by the financial services app. However, there is a requirement from the customer for adding an extra layer of security to any kind of interactions between the systems through client/server signed certificates(could be X.509 certificates) and perform mutual authentication. So, can mutual authentication be performed on BPM'Online?
I'm not sure what is the difference between "mutual authentication" and just a simple authentication to an SSL application. According to the article by the link below, it seems like there is no difference.
Please find how to call a bpm'online authentication service in the article by the link below. Please read all the article from the very beginning to the very end before creating the integration. There are lot of tricks that you have to use are described there.
Can you please provide more details on this topic? How does the process look like, what should it do? Does the system user who run this process have access to the mailbox which is used in "From" field? Please send screenshots of all elements of this process and of the process in general.
When I open a case in contact center the notification e-mails are put in the drafts folder, with the "from" field empty. For some reason the e-mails are not sent automatically.
The process that is responsible for sending notifications to contacts of cases reads system setting called "Customer service email" with code "SupportServiceEmail" and if this system setting is empty - the email cannot be sent since "From" field is not populated. Please fill this system setting and after that new notifications should be sent properly.
How can I filter for example all contacts that have same mobile and business phone. (or any other 2 columns in the contacts view, like same delivery and home address etc)?
Unfortunately, there are no such filters on the client end. However, you can create a view that will represent the needed data, then create an object in the bpm'online configuration that will represent the view. Then create a lookup in the "Lookups" section that will show data from the object.
This is how to create a view that will display the needed data
create view VwContactPropDupl
as
with
ContAddr (ContactId, AddressCount)
as
(
select ContactId, COUNT([Address])
from ContactAddress ca
group by ContactId, [Address]),
ContComm (ContactId, CommCount)
as
(
select ContactId, COUNT(Number)
from ContactCommunication
group by ContactId, Number
)
select
c.Id[ContactId],
COUNT(c.Id)[DuplicatesCount]
from Contact c
left outer join ContAddr ca on ca.ContactId= c.Id
left outer join ContComm cc on cc.ContactId= c.Id
where ca.AddressCount>1or cc.CommCount>1
group by c.Id
Additionally, please debug the "editRecord" method in the BaseDataView module. If you change "schemaName" dynamically to one of the existing edit pages in a section then the system will use the specified module as an edit page.
Is there a way to create an autocomplete dropdown in the user interface that keeps loading data from web service calls, based on the latest search string?
We do not have any ready examples, however you can achieve such task in following ways.
1. Add a dependency on the field change on client side (page schema). Retrieve the value from the field and pass it on to the web service, which in turn would send this value to the external service. Receive a response and set it to the field in order to render on UI. You can see this article on web service call from client side:
2. Add a dependency on the field change on client side (page schema). Call business process from the client side. Pass a parameter to the business process, this parameter would be the entered value from the field. In the business process add a web service element, which would proceed service calls and than work with the response. You can also pass the response from the service from business process on to the page like described here:
In any way, please keep in mind, that you need to watch overall system performance and leave some time between service calls. More information can be found here:
Thank you for your reply, Anastasia! The reference material helped. The part where we make a service call from javascript and trap the response is clear. But could you help me figure out the javascript APIs that will help me clear, rebind and render it to a control in the UI. Would a dropdown be the best choice here? What do you suggest?
The data is a list of key-value pairs, "value" is the user friendly description and "key" is the id that needs to be persisted in the database on selection. i figured a dropdown would be the best control for this purpose. Can we programatically reset the contents of the dropdown in javascript with the data that is returned from the server? Could you tell me how "this.set" needs to be used here?
Once again, thanks for all the help! Much appreciated!
Thank you, Anastasia! That helps. I might also need to rebind the list of items available for selection in the dropdown from the data that is returned from the API, and not just the selected item. How do I do that?
Lets say you have a dropdown, which is a Country lookup, when user enters a country name you launch a web service call that returns some internal code for the country. You work with currently chosen country, but want to change others too. You can run an ESQ to the Country object when setting data for current one. When collection is returned from ESQ, you can modify it with values received from web service call.
