Hello colleagues, in Accelerate Global event on the session "Step-by-step guide to low-code approach realization", Nandeesh Madapadi talk about a process called "Lead from Contact" (here https://youtu.be/7g7AhrwuVX0?t=1675) I'm sure saw another session were somebody use this process also, but there a lot of videos and cannot find it :-(
Have somebody the package to this process to share it?
I want to bind the access rights of a dashboard of a particular section. I tried databinding sysdashboard object with the filter for a particular section and exported the package. I then imported the package to another instance and found that the access rights were reset to defaults.
Please help me on how to bind the access rights data of a sectional dashboard.
I want to bind the access rights of a sectional dashboard. I tried binding the sysdashboard of the particular section and exported the package. I then uploaded the package and found that the access rights of the dashboard to be set to defaults.
Please help me on how to bind the access rights data.
I wanted to bind the access rights data of a dashboard. I tried to bind the data of the dashboard using sysdashboard and filtering it for a particular section. I then exported the package and uploaded in another instance and found that the access rights were not bound.
Can anyone guide me on how to bind the access rights of a section dashboard.
We have this situation, where we need to update every day our currency rates through a business process that we've already implemented. In this process, we receive the latest rate from our api and we create a new record in the CurrencyRate detail with that rate.
Objects: CurrencyRate, Currency.
As you can see in the print above, after we added the new record (inside red box), the "Taxa" field, didn't update. We want to know:
How can we solve this issue?
Is there any trigger that is executed when we insert a new record in this detail?
To perform the mentioned business task your process needs to:
— read data from "Exchange rate" object, but not from "Currency" object or other objects (in this case the process will be triggered by adding records to the "Exchange rate" object);
— read the exchange rate that is set for your currency and that has "End" (on your screenshot it's "Fim") column value set as NULL (meaning currently active exchange rate).
Also, you can use web services for updating daily rate currency. For example, "https://fixer.io/"web service, which we recommended to use in one of our articles:
I'm working together with Pedro on this issue and we found the problem.
As we bounded the data of "currency" table from pre-prod to prod environment, the exchange rate was filled in in the "Rate" column with the last value in the prod environment.
Once in the prod environment we have deleted the values in the "Rate" column, the currency table is working as expected.
I need to change the Activity calendar display so that the calendar entry shows me additional information in the description of the activity. Also I am looking for a way to change the color of the calendar entry based on some conditions. Which modules should I look for to be able to customize these features?
There are some sections that cannot be added to the portal - those that are managed by product licensed. The projects section requires license and since such license doesn't exist for portal users - it will not be possible to add it to the portal.
Projects section is a part of sales functionality and requires sales enterprise license. Anyway it will not work for portal users, only for internal employees.
As for custom section, it depends on multiple factors.
1. The operation permissions are not active for portal users.
2. You already reached the limit for adding custom sections on portal. If you user has assigned customer portal or partner portal license - most likely you have more than 3 custom sections already or more than 3 custom objects are added to the lookup list of objects available for portal users.
3. If your portal user uses self service portal license, the section will not be reflected for him. SELF-SERVICE PORTAL doesn't allow adding custom sections.
If none of these points fits please approach the support team. It would be necessary to have a closer look what might be the reason.
What was the change that you've done? And what do you mean by "the call page is never open"? Does it appear as a notification in the right-side pannel?
The SQL Console add-on is currently being refined. Our Marketplace team will publish the application once it is done. Most likely it will become available in the next two weeks.
Please, let us know in case any further information is required.
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