Using below link we can add custom button on CRM section/edit page and specify our own logic like for example we will execute a business process after clicking this button
The business process is run on the server side. It's possible to run it from the mobile application by calling the web service. The ProcessEngineService.svc service allows the external application to run business process in the bpm'online. Please find more information about using the web service in the article on Academy: https://academy.bpmonline.com/documents/technic-sdk/7-14/processengineservicesvc-web-service
Also please check the article about how to call the web service in the Mobile App. It will be helpful for your purposes.
You can use read element to find employee record and ther read manager value from it: http://prntscr.com/pi74m7. Then you can use second read data element to find contact of this manager.
Regarding second read data to find the contact of this manager, I am doing as below, but it does not return manager contact, what should be the correct filter here.
Use Employee object for second read data (http://prntscr.com/pix585) and then you can take needed contact from it (http://prntscr.com/pix5r3). Since manager is also part of Employee object it cannot find such contact.
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Hello on a activity task of a case i want to introduce a formula considering the whole name of the current user / current user contact (I don't understand the difference)
I use [#System variable.Current user contact.Name#], but not recognize Name, aldo try using value, which is the correct way to get the name?
"Estimado " + [#System variable.Current user contact.Name#]+", le recordamos que debe completar su Declaración de Conflicto de Intereses en un plazo no más allá de "+[#System setting.Dias para completar Declaración#].ToString() +" dias."
To test everything on my side I've created a process like on the screenshot http://prntscr.com/phwxfh. This process creates an activity with following subject: "Test activity" + " "+ [#Read Contact record.First item of resulting collection.Full name#] + " " + "end of subject". And here is the result of this process http://prntscr.com/phwxxv. So please modify your process using my process as an example so to paste contact name inside some string field value.
I figured out how to get the link for an attachment, but when I include it in a Send email system action, the link is automatically converted to an attachment, which is undesirable because the attachment is too large. How do I include a link to an attachment in an email and have it remain text or a hyperlink?
According to the [Send email] element logic, your hyperlinks to bpm'online attachments will be automatically converted to actual attached files in the email, there is no way you can leave them as text links.
Unfortunately, there is no possibility to export or import data created in the Organization and Functional roles. We recommend setting the roles manually.
The length of the field by default if restricted only by the specifications of SQL database. However, you can set the field validation in the page schema using the developemnt tools. Here is the guide. There you can find the example of phone number validation format.
The following checkboxes are filled in according to the selected value in the Communication options detail http://prntscr.com/pfr3ae .
To achieve your task you need to create a business process that would trigger once you select Do not Contact box. After that the process would read the contact and its communication options, update them by setting the Do not use values as active http://prntscr.com/pfr3ng
Once these boxes are ticked - the detal in communucationa channels will be updated automatically http://prntscr.com/pfr3y9
