Hello Christian,

Could you please clarify what you mean under "new document" and what actions are you doing before the Lead came to the "nurturing" stage?

Thank you in advance!

Hello Anastasiia!

Workflow:

Click on an existing lead in list view

Click "copy"

A new lead document ("new document") is being creating

This new document is in stage "nurturing" and I want it to be in a different stage.

Christian Waidner,

Anastasiia Stepanova,

Do you need any more explanation? Is there anything i can do to change the starting phase of a copied document?

Anastasiia Stepanova,

Reminder - are you still on it?

Christian Waidner,

If I understand correctly, you do not want to copy the DCM stage while copying the existing record, then you can try the following with the lookup used for DCM in the Object itself,

Thanks,

Sourav Kumar Samal

Sourav Kumar Samal,

The checkbox is unchecked for my field and I do not think that this will fix my problem.

This is the situation, I click on "copy" on an existing lead.

The resulting lead stage looks like this:

I do not have a "nurturing" stage in my lead stage anymore.

Christian Waidner,

Could you check what is the default value of the lookup value set in the object ?

Thanks,

Sourav

Sourav Kumar Samal,

If you can give me a hint how to find this in the system .... sure

Christian Waidner,

You can check here,

Thanks,

Sourav

Hi Garrett!

I recommend checking your calculation. If the final calculation is more than 2,147,483,647 in a field, integer overflow error occurs. Also, you might want to try basic export with the same parameters or build a dashboard using your data. If errors occur in these cases, the problem is caused not by the add-on but by data.

Can you post the complete code? Won't be able to see what might be wrong without that.

Ryan

Hi Marko,

Please check my reply in the original article, this should help.

Best regards,

Oscar

Hello Sarika, 

Could you please check if the checkbox "Run following elements in the background" is cleared for the start signal of this business process?

If not, please clear it, save the changes and relogin to the system. 

Let us know if the issue persists despite the provided recommendation.

Best regards,

Anastasiia

Hi Anastasiia, 

I followed your recommendation but the issue is still the same. Please suggest me what to do

Hi team,

Please suggest me a solution for this.

Thanks

Hi Sarika,

I am reaching out to see if you were to resolve the issue. We have a similar problem with our instance as well. 

Thanks

Hi Nirupama,

I removed the 'message is need to send' parameter from the add notification element and was able to get the notifications successfully.

Hope this helps in your case as well.

Best Regards,

Sarika

Sarika Sharma,

Thank you for your response. Really appreciate it!

Just a follow up question - did removing that parameter have any impact on the notification getting sent? Were you able to find out what it is used for?

Hello Timea!

We will register it in our R&D team backlog for consideration and implementation in future application releases.

Dear Minh, 



If you don't use some of these connections at all you can delete connection between activity and connected object in EntityConnection table. 



In case if you still want to use some of the connections from the list for other Activity Types you can try to override method responsible for forming this dropdown. 

In OOB it's defined in EntityConnectionLinksUtilities mixin. And loadEntityConnectionColumns is the method that loads these column.

The list is being formed with an ESQ and you can try to change the filter condition for it in overriden mixin.

Kind regards,

Roman

Hello Damien,

Unfortunately, there is no such functionality in our system to export dashboards in PDF format.



We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.  



Best regards,

Bogdan

Hello Bogdan,

Are you planning to add the functionality to export dashboards or reports to PDF format?

Hello Sarika,

that seems to be regular JS code which works properly independently from the environment. Could you please specify what is exactly not working? It does not generate a number at all? Or it does generate a wrong one? How exactly are you using later this date?

Best regards,

Dariy

Hi Sarika,

You need to debug the ESQ execution to find the way to get the values needed. Here is the article related to ESQ that can be useful.

Best regards,

Oscar

Hi Sivaranjani,



The most possible reasons for the issue are: 



1) Empty ParentId for the module that the parent should have (you should deploy the OOB DB check with a query)



SELECT * FROM SysSchema

WHERE ManagerName = 'EntitySchemaManager'

AND ParentId IS NULL



set of return values on the box and on the site with the problem. If it is different, then delete such objects from the system (DELETE FROM SysSchema)



2) empty metadata for some object/scheme in the system. 



SELECT Id, CAST (MetaData AS varchar (MAX)) FROM SysSchema

WHERE CAST (MetaData AS varchar (MAX)) = ''



You can also look in the application logs in the Common and Error log files for whether additional information on the generation of statics has been recorded (usually the error should be signed there with details). And you can also directly filter all schemes by the "Has error" filter in the configuration:

and see if any objects in the list are returned. If yes, then "Last error message" will be filled on the object in "Properties":

and

Best regards,

Bogdan