Question

Hello,

After successfully login in the system, the system will show following general information of the employee in home screen.

Employee Name.
Designation.
 

Could you please advise how to proceed.

Thanks.

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Question

 

When I open the page case (it's customized page) to create a new case, I have this tabs:

When I do "Open Case designer", I don't have the tab Processing.

Note: I don't want the tab Processing.

 

Can you help me?

 

Thank you

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1 comments

Hello Carolina,

Seems that you have some package that differs from "Custom" package specified as a value of "Current package" system setting and that's why you don't have Processing tab in section wizard.

Anyway to achieve your task please go to configurations and find CasePage from your custom package and add this part:

{
                "operation": "remove",
                "name": "ProcessingTab"
            },
            {
                "operation": "remove",
                "name": "MessageHistoryGroup"
            },
            {
                "operation": "remove",
                "name": "MessageHistoryContainer"
            },
            {
                "operation": "remove",
                "name": "MessageHistory"
            },
            {
                "operation": "remove",
                "name": "ShowSystemMessagesLabel"
            },
            {
                "operation": "remove",
                "name": "HideSystemMessagesLabel"
            }

Please also get sure that you don't have ProcessingTab, MessageHistoryGroup, MessageHistoryContainer, MessageHistory, ShowSystemMessagesLabel and HideSystemMessagesLabel specified anywhere on this page. Once done please save the page and this tab will be removed.

Best regards,

Oscar

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Question

Hi,

I am trying to display different intro pages for different role based used. Like sales rep, administrator etc. Could you please advise how to proceed.

Thanks.

 

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2 comments

Dear Nageswara Rao, 

Unfortunately, there are no basic functions to realize your business task in bpm'online. It can be done only through development and customization. 

Best regards, 

Olga.

Olga Avis,

Hi Olga,

Could you please guide us how to start development for this, If you can tell some insight how to achieve that will be help us.

Thanks a lot.

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Question

I have added new section pages on customized page.

What is the data binding that has to be added for these section pages so that it can be packaged and installed in other environment.

I have added SysModuleEntity, SysModuleEdit and SysDetail.

 

Thank you :)

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1 comments

Dear Caroline, 

Overall you are correct. You would need to add SysModuleEntity, SysModuleEdit and SysModule plus other tables that are used in those pages. To find out what exact data bindings need to be added you can create a new package, create a section in it, for this section create several pages and see what bindings got automatically added to the data bindings of the package (All needed ones would be added automatically).

Best regards,
Dennis  

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Question

Hi Community,

How we can do Multiple Selection on Mobile Section List?

 

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1 comments

Hello Fulgen,

In the current out-of-the-box functionality there is no way to select multiple records in the section list using mobile application and problem regarding this topic is already present in a backlog of our R&D team. You can create your own logic of selection of several records in the list via development (try using multiSelect option in Terrasoft.controls.Select class), but we cannot guide you here since there was no practical implementation of this logic. I will also inform our R&D team about your question on the community so to raise the priority of the problem.

Regards,

Oscar

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Question

Hello,

I'm trying configure website event tracking functionality on our demo environment based on documentation.

I have already added  website domain to Tracking domains lookup.

I have created new website event as page visit with correct Page URL and activated it.

Next i clicked "Set up tracking" under setup tracking and received possitive message "Congratulations ..".

Tracking code is added to my page and after visiting page i see in developer tools/Network, that outbound post message to https://webtracking-v01.bpmonline.com/Tracking is invoking with status Code: 204 and EventTypeId {the same id as in application - Website Event}.

So everything looks ok, but when run List Dashboard based on "Website tracking event in customer profile" object i can't see new records. 

How to verify where is the problem ?

 

Regards,

Marcin Kott

 

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2 comments

If the website event tracking was configured according to the documentation (https://academy.bpmonline.com/documents/bank-sales/7-15/how-set-website…), 
please make sure that the functionality was set up correctly by following the next tips:

1. Go to the page that a visit is tracked on. Open DevTools and go to the Network tab.
After a tracking action is done (for example, refresh the page in the case the page visit is tracked) the sent request "Tracking" will appear in the Network tab (https://prnt.sc/pmq3kq).

2. Click on the "Tracking" row in order to get request details. Sent parameters are displayed in the Request Payload block (https://prnt.sc/pmq5l9).
Please pay attention to the SessionId parameter. This parameter enables bpm'online to gather information about customer's website events, both before and after actual registration.

3. After filling out and submitting the landing page form the list of website events will displayed in the newly created lead (https://prnt.sc/pmpwt6).

4. Check that the BpmSessionId value for the newly created lead is the same as the SessionId parameter from the Network tab mentioned above (https://prnt.sc/pmqbfj). 

If all requirements mentioned above were met, the functionality should work properly.
Please note that the events don't appear in the system right away. It's needed approximately 10-15 minutes before synchronization with the tracking server is done and the data are uploaded on the lead page.

Hello Alina,

Thank You for explanation.

My tracking payload looks correct:

ApiKey: "9EjeMws5eo1mq6lX8al755789MtTo2tQGhvPt2ai"
EventTypeId: "fe7ffd24-e880-4402-8f90-09e93f0b0876"
SessionId: "cb7a7b57-26f0-bd83-46bd-de574e0a14ee"
TimeZoneOffset: -120
Url: "https://p9fga0.webwavecms.com/"

To confirm my understanding:
To receive tracking events on my environment from https://webtracking-v01.bpmonline.com/Tracking it's require to submit form to register lead and then upon lead creation all tracking events will be registered under them, right ?

In my case i tried to receive tracking events without submiting form on landing page but when lead is required i may change asumptions.

Regards,
Marcin

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Question

I add 3 buttons to customized case section.

With this code:

define("CaseSection", [], function() {
    return {
        entitySchemaName: "Case",
        details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
        attributes: {},
        methods: {
            getDefaultDataViews: function() {
                var baseDataViews = this.callParent(arguments);
                baseDataViews.GridDataViewMyCases = {
                    name: "GridDataViewMyCases",
                    caption: this.get("Resources.Strings.MyCasesButtonCaption"), // Section header
                    hint: this.get("Resources.Strings.MyCasesButtonCaption"), // Hint for button
                    icon: this.get("Resources.Images.MyCasesDataViewIcon") // Image for button
                };
                baseDataViews.GridDataViewTeamCases = {
                    name: "GridDataViewTeamCases",
                    caption: this.get("Resources.Strings.TeamCasesButtonCaption"), // Section header
                    hint: this.get("Resources.Strings.TeamCasesButtonCaption"), // Hint for button
                    icon: this.get("Resources.Images.TeamCasesDataViewIcon") // Image for button
                };
                baseDataViews.GridDataViewManager = {
                    name: "GridDataViewManager",
                    caption: this.get("Resources.Strings.ManagerButtonCaption"), // Section header
                    hint: this.get("Resources.Strings.ManagerButtonCaption"), // Hint for button
                    icon: this.get("Resources.Images.ManagerDataViewIcon") // Image for button
                };
                return baseDataViews;
            },
            loadActiveViewData: function() {
                var activeViewName = this.getActiveViewName();
                if (activeViewName === "GridDataViewMyCases") {
                    this.loadGridData();
                }
                else if (activeViewName === "GridDataViewTeamCases") {
                    this.loadGridData();
                }
                else if (activeViewName === "GridDataViewManager") {
                    this.loadGridData();
                }
                this.callParent(arguments);
            },
            loadGridDataView: function(loadData) {
                var gridData = this.getGridData();
                if (gridData && loadData) {
                    gridData.clear();
                }
                this.setViewFilter(this.get("ActiveViewName"));
                this.reloadGridColumnsConfig(false);
                this.reloadSummaryModule();
                this.callParent(arguments);
            },
            loadGridDataViewMyCases: function(loadData) { // "load" + DataView.name
                this.loadGridDataView(loadData);
            },
            loadGridDataViewTeamCases: function(loadData) { // "load" + DataView.name
                this.loadGridDataView(loadData);
            },
            loadGridDataViewManager: function(loadData) { // "load" + DataView.name
                this.loadGridDataView(loadData);
            },
            setActiveView: function(activeViewName) {
                this.callParent(arguments);
                if (activeViewName === "GridDataViewMyCases") {
                    this.set("IsGridDataViewVisible", true);
                }
                else if (activeViewName === "GridDataViewTeamCases") {
                    this.set("IsGridDataViewVisible", true);
                }
                else if (activeViewName === "GridDataViewManager") {
                    this.set("IsGridDataViewVisible", true);
                }
            },
            setViewFilter: function(activeViewName) { // Add filter for your "DataView"
                var sectionFilters = this.get("SectionFilters");
                if (activeViewName === "GridDataViewMyCases") {
                    sectionFilters.add("FilterB2BType", this.Terrasoft.createColumnFilterWithParameter(
                        this.Terrasoft.ComparisonType.NOT_EQUAL, "Status.Id", "3E7F420C-F46B-1410-FC9A-0050BA5D6C38"));
                }
                else if (activeViewName === "GridDataViewTeamCases") {
                    sectionFilters.add("FilterB2BType", this.Terrasoft.createColumnFilterWithParameter(
                        this.Terrasoft.ComparisonType.NOT_EQUAL, "UsrStatus", "Closed"));
                }
                else if (activeViewName === "GridDataViewManager") {
                    sectionFilters.add("FilterB2BType", this.Terrasoft.createColumnFilterWithParameter(
                        this.Terrasoft.ComparisonType.NOT_EQUAL, "UsrStatus", "Closed"));
                } else {
                    sectionFilters.removeByKey("FilterB2BType");
                }
            }
        }
    };
});

I defined all strings (MyCasesButtonCaption, MyCasesDataViewIcon, TeamCasesButtonCaption, TeamCasesDataViewIcon, ManagerButtonCaption, ManagerDataViewIcon) on case section structure.

 

But when I select one of them, the button disappears:

 

Can you help me?

Regards

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1 comments

Probably the size of the image is incorrect. Please download an image from an out-of-the-box data view and create your one with the same size and structure. 

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Question

I am having a recurring issue occur in BPM when I delete lookup objects and fields, I have deleted the lookup object “Exchange Rate Lookup” and removed the fields from the pages where they were inserted however the page will not save in setup wizard and gives me this error:

After removing the columns from the Exchange Rate Object, the DB will not modify in Configuration, I get the following error:

At this point there is no lookup object and no lookup fields on any of the other custom objects in the package. Any Ideas as to how to get the update and compile working would be great. 

Thanks

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5 comments

Hi,

You can check logs to find more detailed error on why db cannot be updated for specified object. Also please note that we do not recommend deleting data from configuration - this can lead to unpredictable issues if they are not deleted correctly. 

Angela Reyes,

Hi, Which Logs in particular? there are several in the file system. Also the package was not deleted from base configuration, but the package and all associations were between a custom object i had created and replacing objects I had also made so none of the changes, including deleting the custom object should affect the base packages.

Vishay Kerai,

You can check Error log file for any details. Base packages are not affected - your custom object cannot be published correctly. This can happen if some data was deleted directly from configuration. 

Angela Reyes,

Yes, i cannot publish the object that is the issue, so is there a solution for this?

I have found the error file, it says the reference schema is deserialised from the metadata. the Schema UId ir refers to is not in the package(checked the UId's of all the other package elements). I have attached the error log file below, how do I go about solving this so the DB can compile sucessfully?

2019-10-23 08:44:44,646 [36] ERROR IIS APPPOOL\BPMOnline Terrasoft LogEmptyReferenceSchema - ReferenceSchema set to null;schemaName: ; referenceSchemaUId: 8d73a1af-df6c-4675-9f55-88c5d242a4fc; IsDeserializedFromMetaData: False; stackTrace: 
   at System.Environment.GetStackTrace(Exception e, Boolean needFileInfo)
   at System.Environment.get_StackTrace()
   at Terrasoft.Core.SchemaProperty.LogEmptyReferenceSchema()
   at Terrasoft.Core.SchemaProperty.get_ReferenceSchema()
   at Terrasoft.Core.Entities.EntitySchemaColumn..ctor(EntitySchemaColumn source)
   at Terrasoft.DB.MSSql.MSSqlMetaScript.CreateColumnIndex(ColumnAction columnAction)
   at Terrasoft.Core.DB.DBMetaScript.AddColumnIndexDeletingActions(DBMetaActionCollection actions, ColumnAction columnAction)
   at Terrasoft.Core.DB.DBMetaScript.AddColumnDeletingActions(DBMetaActionCollection actions, EntitySchema entitySchema, String entitySchemaName, EntitySchemaColumn entitySchemaColumn)
   at Terrasoft.DB.MSSql.MSSqlMetaScript.AddColumnDeletingActions(DBMetaActionCollection actions, EntitySchema entitySchema, String entitySchemaName, EntitySchemaColumn entitySchemaColumn)
   at Terrasoft.Core.DB.DBMetaScript.AddColumnsDeletingActions(DBMetaActionCollection actions, EntitySchemaAction entitySchemaAction)
   at Terrasoft.Core.DB.DBMetaScript.AddEntitySchemaEditingActions(DBMetaActionCollection actions, EntitySchemaAction entitySchemaAction)
   at Terrasoft.DB.MSSql.MSSqlMetaScript.AddEntitySchemaEditingActions(DBMetaActionCollection actions, EntitySchemaAction entitySchemaAction)
   at Terrasoft.DB.MSSql.MSSqlMetaScript.<>c__DisplayClass78_0.<AddEntitySchemaSavingActions>b__0()
   at Terrasoft.Core.DB.DBMetaScript.ExecuteWithDBElementCache(String schemaName, Action action)
   at Terrasoft.DB.MSSql.MSSqlMetaScript.AddEntitySchemaSavingActions(DBMetaActionCollection actions, EntitySchema entitySchema, Boolean saveAdditionalSchemas)
   at Terrasoft.Core.DB.DBMetaScript.AddEntitySchemaWithAdditionalSchemasSavingActions(DBMetaActionCollection actions, EntitySchema entitySchema, Boolean forceUpdateStructure)
   at Terrasoft.Core.Packages.PackageInstallUtilities.AddEntitySchemasSavingActions(DBMetaActionCollection actions, EntitySchema schema, String packageName, Boolean forceUpdateStructure)
   at Terrasoft.Core.Packages.PackageInstallUtilities.InstallSchemasDBStructure(IEnumerable`1 schemaDescriptors, ActionsConfig actionsConfig, Boolean continueIfError, Boolean batchExecute, Boolean forceUpdateStructure, Boolean updateDbStructureOnceForEachSchemaName)
   at Terrasoft.Core.Packages.PackageInstallUtilities.InstallRequiredSchemasDBStructure(Boolean continueIfError)
   at Terrasoft.WebApp.WorkspaceExplorerModule.OnUpdateDBStructureForRequiredMenuItemClick(Object sender, AjaxEventArgs e)
   at Terrasoft.UI.WebControls.Controls.ComponentAjaxEvent.OnEvent(Object sender, AjaxEventArgs e)
   at Terrasoft.UI.WebControls.Controls.ScriptManager.RaisePostBackEvent(String eventArgument)
   at Terrasoft.UI.WebControls.Page.RaisePostBackEvent(IPostBackEventHandler sourceControl, String eventArgument)
   at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
   at System.Web.UI.Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
   at System.Web.UI.Page.ProcessRequest()
   at System.Web.UI.Page.ProcessRequest(HttpContext context)
   at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute()
   at System.Web.HttpApplication.ExecuteStepImpl(IExecutionStep step)
   at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously)
   at System.Web.HttpApplication.PipelineStepManager.ResumeSteps(Exception error)
   at System.Web.HttpApplication.BeginProcessRequestNotification(HttpContext context, AsyncCallback cb)
   at System.Web.HttpRuntime.ProcessRequestNotificationPrivate(IIS7WorkerRequest wr, HttpContext context)
   at System.Web.Hosting.PipelineRuntime.ProcessRequestNotificationHelper(IntPtr rootedObjectsPointer, IntPtr nativeRequestContext, IntPtr moduleData, Int32 flags)
   at System.Web.Hosting.PipelineRuntime.ProcessRequestNotification(IntPtr rootedObjectsPointer, IntPtr nativeRequestContext, IntPtr moduleData, Int32 flags)
   at System.Web.Hosting.UnsafeIISMethods.MgdIndicateCompletion(IntPtr pHandler, RequestNotificationStatus& notificationStatus)
   at System.Web.Hosting.UnsafeIISMethods.MgdIndicateCompletion(IntPtr pHandler, RequestNotificationStatus& notificationStatus)
   at System.Web.Hosting.PipelineRuntime.ProcessRequestNotificationHelper(IntPtr rootedObjectsPointer, IntPtr nativeRequestContext, IntPtr moduleData, Int32 flags)
   at System.Web.Hosting.PipelineRuntime.ProcessRequestNotification(IntPtr rootedObjectsPointer, IntPtr nativeRequestContext, IntPtr moduleData, Int32 flags)
 

Vishay Kerai,

Deleting in the configuration section is prohibited at all. Please never do that again. 

As for now, the best solution is rolling back the system from the backup that was made before deleting the column.

Alternatively, try to check the columns in the database. They should match the object columns. Disable logging, if it was enabled for the object. Try to generate source code for all items, then compile all items. Try to update the database structure for the object (in the right-click menu). Check the exception if it appears. 

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Question

Hi all!

on the activities section, Calendar view all of the users can see  24-hour clock (military view) we do not need these on the calendar. Every user has US time zone and date and time format set up but on the calendar we still see this 14..15... - 24-hour clock.

 

Where is the place in the system I can change this to 12-hour clock that is regular for US?

Thanks!

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1 comments

Hello, 

Currently, changing the date/time format and language won't change the format displayed in the Activities Schedule. 
We have this idea registered for our R&D team so they will consider it for the implementing in the future updates.

Kind regards, 
Roman

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Question

Hello,

Is there any way for creating a PDF from a printable? I need something to perform the function since it was pulled from the out of the box features for bpm'onine. Any help would be greatly appreciated.

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1 comments

Hello Kevin,

Starting from 7.14.2 version the functionality of PDF-convertation was excluded from an out-of-the-box features list. All clients that are updating between versions and already use such a feature in their printables have this feature being available.

Currently our R&D team is working on implementation of this feature in an out-of-the-box version and we hope that it will return back very soon. We are very sorry for any inconveniences caused.

Best regards,

Oscar

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