Do you know if there is a way to search for multiple records? For example, can I enter the name of a record and separate it with a comma or a semicolon from another so that the platform brings me both records in the search or several if I use the same sequence.
It would be something like Record1; Record2; Record3
Or do you know of any other way I can search for multiple records by name?
Basically, you can use advanced filter, where you can search for records using multiple keywords. As for the search component or global search, unfortunately the multiple search logic has not been implemented in there.
However, a task has already been registered in our R&D team to consider and implement such a feature in future releases.
Currently, there is no possibility to work with chats in the mobile application. However, we have already registered a task for our R&D team to explore the possibility of implementing this functionality in future.
On change of a specific field's value, the case should be updated automatically without any user interaction or confirmation needed to replace the case.
I want the case to be automatically replaced based on its condition.
This is basic system functionality—if a DCM has previously been used in requests (or other areas) and work has already been done in it, the system does not update it, as it may not be necessary for the user. Therefore, on the left side, you’ll see an icon that first prompts for confirmation to apply changes for the current request.
I'm looking for a no-code solation that would prevent a user from adding a new "active" contract to an account if one already exists.
Example,
"Account A" has "Contract X" which is currently active. We would like to prevent a user from adding "Contract Y" to "Account A" since it already has an active contract. Is this possible without code? Currently on 8.1.5.2177 if that makes a difference .
You can create a business process, using no-code tools that, when creating a contract, will check if a contract exists for that account and, if so, will notify the user. To do this, you may need elements such as: Signal start, Read data, Modify data, Delete data and Pre-configured page
You can also configure a duplicate search process using the Find and merge duplicates element and a pre-configured deduplication rule. Before setting up the element, ensure bulk duplicate search and global search features are configured, and the relevant section has active duplicate search rules.
I want to attach a pdf to an email template. I tried an add on from the market place but it is not helping as it is the same as adding an attachment to a record. How do I do it?
No, an email template is a ‘template’ you cannot attach files to templates.
When you need to instantiate, at runtime, a template to be ‘populated’ with the data from the registry that the mail connects to, in a process or DCM, you can attach a file.
I would like to filter data in my dashboard (Freedom UI) from Approval object based on the role of the currently logged in user in the Approver field. However I could not find a way to achieve this at design time (possible way was to use a macro but it does not allow this). Please see attached screen shot. I have used a View to fetch data from the Approval object. Is there a way to filter the data possibly through code or from the View itself?
Unfortunately, it is not yet possible to build a filter with Approvals object when using the new Approval mechanism with the basic tools of our application.
As a workaround, you can try to develop a filter for your needs, but even using development methods, it is unlikely that you will be able to use the Approvals object for filtering.
You can try to develop filtering as follows:
1) Change the dashboard filter logic before loading data using the filter. This should be done by manipulating with the _Data_PredefinedFilter property of the dashboard. See example below:
Here we used the HandleViewModelInitRequest (page is opened) and we have access to the filter of the dashboard using request.$context.IndicatorWidget_5jpo3v5_Data_PredefinedFilter (IndicatorWidget_5jpo3v5 should be changed to the code of the dashboard we are interested in). To get the filter use the code:
let dashboardFilter = await request.$context.IndicatorWidget_5jpo3v5_Data_PredefinedFilter;
Then you can manipulate with the filter and set the value back as
request.$context.IndicatorWidget_5jpo3v5_Data_PredefinedFilter = dashboardFilter (or any other variable name that is used to manipulate the filter)
2) Manipulate with the already received response and set the value to the dashboard. This is easy with dashboards of the metrics type, but more complex with dashboards of the list type, and it cannot be done on the HandleViewModelInitRequest event. In this case you need to use sdk.Model to get some data for comparison (something like below):
And then modify the received data set from the dashboard (this dataset can be retreived from the dashboard.
End of problem not decided
However, we understand that this is not ideal for your specific needs.
We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. We understand the importance of providing our clients with the best possible experience and will work hard to implement the changes you have suggested.
Thank you again for bringing this to our attention, and please do not hesitate to reach out if you have any further questions or concerns.
I'd like to compare Product previous price after user update the product price, if the price change, I can use BP to notify related user . So, I add one column into product (UsrPreviousPrice) , and try to store the product previous price in it.
However, I am new in object event handling and c#, but I believe it will help solve the issue, right now I don't know how to write the script task part. Please help clarify any errors.
Could you please clarify the business task? Correct me if some step is wrong:
1) The system user updates the price on the Product list page
2) The old price goes to the UsrPreviousPrice column and the new price adds to the "Price" column
3) Do You need to email the customers with 2 prices (old one and new one)? Or do you want to notify the system users by the notification in the system?
1) The system user updates the price on the Product list page - -->Correct, the puchase dept will update the new price based on market information.
2) The old price goes to the UsrPreviousPrice column and the new price adds to the "Price" column --->Correct
3) Do You need to email the customers with 2 prices (old one and new one)? Or do you want to notify the system users by the notification in the system? --> I want to compare the two price and if the current price is larger than the previous price, I will notify the user who have orders that contain these products.
Right now, 2) is what I need to solve, (maybe object event process), but not yet know how to do.
3) I believe I can solve it by using business process.
Step 2 can only be realized by writing code and I've found the same question on the Academy. As a workaround, you may manually copy the price to the UsrPreviousPrice column before updating.
Step 3 you may realize through the one business process. You should add two parameters (values from two columns), compare them and send an email if conditions passed:
Hi, folks. By default, custom angular components have no setting UI panel, as on screen. I haven't found any info in docs, so maybe here somebody knows how to add user-friendly way to set up component?
Hello, Unfortunately, for now, the system does not support such no-code option. However, already informed our developers about this option, and they will work on this feature in future versions.
We have a DB view that contains predicted vacation balance for each person, with effective Date and Vacation balance value.
When creating dashboard each person can view his/her data, we see that dashboard rounds up decimal values of vacation balance to closest integer. Can this behaviour be changed? Either to show actual value ( for example 2.79) or always rounded to lower (2).
Atatched you can find sample data used to build dashboard above.
Atatched you can find sample data used to build dashboard above.
