We're looking to use the new Autonumber field feature on Leads to replace an existing custom field that we created to do a similar thing before this feature was available. We want the autonumber to start not at 0000001, but at where the other number left off (which now is 1026579). Hoping there's a setting somewhere I can make this change to utilize this feature.
While there is no yet interface that would allow the user to configure this manually, the following steps need to be performed.
Instructions:
Determine the UId of the auto-numbered column.
Using the script, set a new number for the column. In the examples, "4a40180c-61bf-de86-2f08-b05852a5ea6d" is the UId of the auto-numbered column, and "1" is the next value from which the auto-numbering will start.
MSSQL script:
ALTER SEQUENCE [4a40180c-61bf-de86-2f08-b05852a5ea6d] RESTART WITH 1;
In order to reach the goal, you need to find a system setting with the code "CaseLastNumber" and set its default value to the prefered one from which the autonumber shall start.
Hi Kyrylo, what about when we have created a new section in Freedom UI designer and used autonumbering feature there? What system setting is used for that?
While there is no yet interface that would allow the user to configure this manually, the following steps need to be performed.
Instructions:
Determine the UId of the auto-numbered column.
Using the script, set a new number for the column. In the examples, "4a40180c-61bf-de86-2f08-b05852a5ea6d" is the UId of the auto-numbered column, and "1" is the next value from which the auto-numbering will start.
MSSQL script:
ALTER SEQUENCE [4a40180c-61bf-de86-2f08-b05852a5ea6d] RESTART WITH 1;
FreedomUI mobile for now supports business rules for the object job can set it with a business rule designer. Page business rules for mobile FreedomUI can set up only in metadata mode.
Web pages are Classic or Freedom UI? Business rules for object work only if you use Freedom UI in mobile and web versions (if web version pages are classic and only mobile is Freedom it doesn't work).
It seems that the UsrSegmentClient column is a lookup and you need to use an actual Id here, not display value of the lookup (in the value: 'Distribution' part specify an actual Id of the record instead of the 'Distribution' value). That's why the rule doesn't do anything.
Indeed, tested the same locally and it didn't work. I've discussed this with our R&D team and in FreedomUI old approach with mobile app business rules won't work anymore, only in old UI. They also have a task to make it possible to develop business rules in Freedom UI using standard wizard in mobile app and they've prioritized this task.
If these are general business rules, it is better to configure them at the object level. In both mobile and web applications, these rules complement each other. Please find more information here.
Business rules for the page itself can only be configured through metadata development.
That usually means your package doesn’t have a dependency on the packages that add those tabs. Check which dependencies your package has. Adding dependencies to the sales and service package will likely make them show up.
I have implemented a filter for a section using the getFilters method which works fine on the Section page, but should not apply to the dashboard page. Is there a way to have the filter apply only to the Section grid but still leave the dashboard unfiltered?
Not sure if this will work, but you could maybe try checking in the getFilters method which view the user is on, and if it's the dashboard view then don't apply the filter? Never tried this so not sure if it's too late at that point (or if it retrieves the data again when switching views or not)
To check if user is viewing dashboard view:
if(this.getActiveViewName()==="AnalyticsDataView"){// user is on dashboard view}
I think you can override changeDataView to force it to reapply the filter (and retrieve data again). Something like this:
I've been searching, but I can't seem to find the function I want to override, it's the function that creates the "Run Process" button on the section page.
I want to disable it to users who aren't the Supervisor.
I've done something similar with the getViewOptions function so that only the Supervisor could change the column layout of the different sections.
Any help in finding the function I need to override would be appreciated!
I've not tested this yet, but wanted to mention for you to try. That button does have an attribute that controls its visibility. The attribute is "IsProcessButtonVisible". The attribute, and populating of the menu items is done in the mixin "ProcessEntryPointUtilities". You can override the function "fillRunProcessButtonMenu" on BasePageV2 (or which ever specific page you want to do this on). Something like this:
fillRunProcessButtonMenu: function(){if(UserIsSupervisor){// call base function to populate menu and set visiblethis.mixins.ProcessEntryPointUtilities.fillRunProcessButtonMenu.apply(this, arguments);}else{// do nothing except ensure button not visiblethis.set("IsProcessButtonVisible", false);}}
Again, I've not tested that, but I believe it would work.
I've not tested this yet, but wanted to mention for you to try. That button does have an attribute that controls its visibility. The attribute is "IsProcessButtonVisible". The attribute, and populating of the menu items is done in the mixin "ProcessEntryPointUtilities". You can override the function "fillRunProcessButtonMenu" on BasePageV2 (or which ever specific page you want to do this on). Something like this:
fillRunProcessButtonMenu: function(){if(UserIsSupervisor){// call base function to populate menu and set visiblethis.mixins.ProcessEntryPointUtilities.fillRunProcessButtonMenu.apply(this, arguments);}else{// do nothing except ensure button not visiblethis.set("IsProcessButtonVisible", false);}}
Again, I've not tested that, but I believe it would work.
I have tried but I need to add previously the libraries to the site. Do you know how to add this library to the configuration for calling it later from the script?
1- Is there any set of practices to optimize Bussiness Processes ?
Ex- I already know that for 'Read Elements' we should only choose to read the fields we use through the process., and NOT all the fields of the Object.
2- Is it a good practice that for processes that are used often and that consume a lot of time, to replace the low code elements 'Add Data' od 'Modify Data' with user tasks ( C#) ?
There are indeed several practices that can help optimize business processes:
- Minimize unnecessary actions: Similar to your example of reading only the required fields, it's a good practice to minimize unnecessary actions within a process. This includes reducing unnecessary data queries, calculations, or validations that may not contribute to the outcome.
- Use conditional branching wisely: Avoid excessive or complex branching conditions within a process, as it can make the process harder to understand and maintain. Simplify the logic by using conditions that are essential to the process flow.
- Optimize data retrieval: When retrieving data from external systems or databases, consider using filters and conditions to retrieve only the necessary data. This can improve the performance of the process and reduce unnecessary data processing.
- Monitor and measure process performance: Regularly monitor and measure the performance of your business processes. Use the built-in analytics tools to identify bottlenecks, areas for improvement, and opportunities for optimization.
There are indeed several practices that can help optimize business processes:
- Minimize unnecessary actions: Similar to your example of reading only the required fields, it's a good practice to minimize unnecessary actions within a process. This includes reducing unnecessary data queries, calculations, or validations that may not contribute to the outcome.
- Use conditional branching wisely: Avoid excessive or complex branching conditions within a process, as it can make the process harder to understand and maintain. Simplify the logic by using conditions that are essential to the process flow.
- Optimize data retrieval: When retrieving data from external systems or databases, consider using filters and conditions to retrieve only the necessary data. This can improve the performance of the process and reduce unnecessary data processing.
- Monitor and measure process performance: Regularly monitor and measure the performance of your business processes. Use the built-in analytics tools to identify bottlenecks, areas for improvement, and opportunities for optimization.
It is generally recommended to use low-code elements like "Add Data" or "Modify Data" within processes whenever possible. These elements are designed to work efficiently with the platform's data structures and provide a simplified way to interact with the database.
Replacing low-code elements with custom user tasks using C# should be considered when there are specific requirements or complex business logic that cannot be achieved using the standard functionality. However, using custom user tasks introduces additional complexity, development effort, and maintenance overhead. It's important to carefully evaluate the trade-offs and assess whether the benefits of using custom code outweigh the potential drawbacks.