If programmed, then everything is possible. There are many interesting libraries on c# for creating document (doc/xls/pdf) files. The created file can be attached to the leads.
Sometimes after finishing process I land on a process page (especially if it's an entity edit page that was opened in a process step), although no process is running, so those pages have no function and are confusing. Can I have more control over the place where I end up after finishing a process? Can I just set it to the main page?
Unfortunately as for now there is no possibility to set the page where the process should finish at (what page you will see after the business process execution) with the help of the system setting or lookup. If you start your business process from the section then the last page would be this section (if there are no redirects and all the logic of BP regards this section). You can also run the business process from the page and the land page would be the page from which the process was started (again if there are no redirects). There are also cases when pages open while execution, as you've described and you will be land on the last page due to the logic of business process. We will suggest our R&D team to implement this new functionality in future releases, so there could be a system variable or lookup which could define the land page after business process execution.
It seems to work but of course it reloads the whole page. Is it possible to use Terrasoft.Router to navigate to a selected page? Is there documentation for Terrasoft.Router?
We want to change access rights of a contact depending of its owner. Do we need to create a script to do that or create a sub-process and then call him in the trigger panel?
Answer
You can grant access rights to a group of users or organizational roles in the element itself, there is no need to create a formula. Please refer to the below screenshot:
For more information please check the academy article using the link below:
In the [Approval Code] field, we want to have the value from the [Number Transfer] field in the [Transfer Hub] section.
We have added the corresponding business process, but the [Approval Code] field didn’t work. Please advise.
Solution
The process will work as expected if you create the [Transfer hub] section with the [NumberTransfer] already populated. The process will add this data to the [Approval code] field.
How may I add a process that would enable me to receive a copy of every sent email from the mailbox to a specified address?
Answer
You need to create the business process that would look like this:
It should start every time the new activity with category = Email and Message type = Outgoing is added to the system and read the email body from it. Then the email body should be sent within the new email to any address you specify in the last process element.
How to configure so that the Activities can be viewed by only the ‘Owner’ and the ‘Reporter’?
Answer
This can be achieved by the business process.
You can create a process that will be triggered when the activity is added to the system and when the owner or reporter is changed, after that you need to read the contact and reporter info and by using Change access rights element to redistribute the rights to these contacts only.
How to configure the case stages in the following way:
The user must complete every task inside this step to go to the second step,but any time the user can directly go to final (Cancelled) step.
Answer
There is a workaround that we actually use here, in bpm'online while working with the cases. You can add the button (let's call it Cancel to the page or action under the Actions button that will run the custom process that moves to the Cancelled stage and automatically completes all the steps that are required.
Please note that implementing such feature is not easy and it will require the development skills, though I'm sure it completely covers the business purpose you described.
We need to set up the transfer of some fields from previous to the next year in our "Tax return" service. The logic of the fields is as follows:
We would like to know if client is usually using external portal to sign the documents or comes to the office or we have to send the documents via regular mail.
These choices are usually the same from year to year.
We would like to be able to see this choice when we open current year client information (since we work with the documents in current year folder) instead of going to the previous year to retrieve it.
Answer
You can pre-populate the mentioned fields with the help of a custom business process. You can create the process that would start with the start signal of the new tax return form added with the current year in the [Year] field. When such form is created, the process should look for the form for the same client with the previous year in the Year field and read the value of the two mentioned fields (or any additional fields you want tow pre-populate with the same value as the previous year). The last process element would be the [Modify Data] element that would enter the read values into the corresponding fields of the newly created form.
How to populate the created date field with the default value to month from current date?
Answer
You can create a business process that would be triggered when the record is created and then it will modify the value of your field. Please refer to the screenshot below. Instead of the [Verified on] you have to select your own custom field. Also, the number in the parentheses represents the number of days you want to add to the current date.
