Question

How to set up multiplication of two fields.

Multiple Decimal number of certificates with Certificate Rate (Inc GST) and apply to Total cert Income.

The created business process doesn't work:

Answer

Please, adjust your business-process according to the following:

• Please, delete the element "Formula"
• Please, delete all parameters
• adjust the element [Modify opportunity data] simply adding the multiplying:

Since it is a simple multiplying there is no need to use complicated formulas and parameters since you can simply select 1 field, add * (manually) and select the second field.

Question

Is there anyway to book a room for a meeting and have it represented in the Calendar? And if there is a meeting in one of the board rooms during a requested time will the bpm'online notify the requester that the time slots requested are unavailable? 

Answer

There is no such functionality built, but it can be easily implemented by adding new object (or renaming existing one) and building at least one business-process. 



Basically, you need to add an object for rooms and store the data there (name, location etc.). Then you need to add lookup field to Activity section selecting this object. Hence, you will e able to select the room in the activity record.



As for already booked room, you can try to create a business-process starting on creating or modifying the activity and checking whether any activity already has this room booked for the time you have selected and create a notification/send an email etc. 



Also, there is an option to create a pop-up, but it requires high development knowledge.

Question

How to configure email templates to open some of them before sending to the customer to make some changes?

Answer

It can be easily changed in the Business-process sending emails. In the element [Send email] change the way of sending from Automatically to Manually. In this case after you change the case status the BP will open the email for you so you could check it and edit before sending. There you will save and send the email.

Case

How to create a process which is going to change every last name in uppercase?

Answer

You can refer to the record only be reading the record and selecting the result of selection. Meaning, you need to add element [Read data] in order to select the field read by this element in the element [Modify data] in your formula. 

The way of implementation the business process:

• You need to add new field to the section, leave it empty
• Build a business-process using timer (for example 1 minute frequency )
• Then add [Read data] Filter record by last name filled in and new filled NOT filled it.

• Add the element [Modify data], select contact as an object, filter it (id=id From Read data element) and add formula and new field for modifying

• In formula you should select the last name field and add .ToUpper()
• Populate the field with any value (I used word YES)
• Save and check results.

Please, note that this solution is a workaround as there is no such functionality you want to use implement. We do not recommend using such a solution as the only one and check whether any solutions will be available in the future.

Question

When a new record is created how to grant access permission for reading and modification only to

user who created the record and a grant all permissions for specific group by default.

Answer

The described task can be accomplished with the help of the business process. You need to add the process that would consist of the following elements:



1. Start element. The process would start once the new record is added to the specific section.

2. Change access rights. The element will grant the necessary rights to the specified user group. 



As for the user who created the record, he will have the rights to read and edit it by default. 

Question

When a case is created in the email notification is sent up to either the Assignees Group or both the Assignees Group and Assignee. 

After manual case creation nothing went out to the Help Desk Department Assignees group. 

The email template that is supposed to go out when a case is created.

Answer

The reason why there was no email to case group is the fact that case was created manually, while source selected is email. In this case business process reads the activity (email), but there is no activity linked to the case:

In case source is not an email the business process sends an email based on other elements.

Please, do not select the source "email" if there is no emails linked in order to prevent having this situation in the future.

Case

Need help with the following scenario:

In contacts module, IF Full Name = “Empty”, then copy account name to Full Name field and save record.

Solution

As an example you can use this process model:

Make sure you connect the elements with each other by setting up the filtering by the record id. 

For example,

Please connect all the objects and then check the process. 

Question

Is there is a way to "count" how many times a checkbox has been checked off and on?

Answer

You can track the changes to some record in the Change log. 

You can also try to add some extra field to put there 'n+1' every time someone checks the field. You can think of some business process that can modify the field each time the changes are applied to checkbox. 

Question

How to run the process when updating our Managers/Roles process? What is the name of this process?

Answer

It can only be implemented by connecting the module for calling the service to the page. You can check the example we have in the following article:

https://academy.bpmonline.com/documents/technic-sdk/7-11/how-run-proces…



The service is called during updating roles is "AdministrationService"

It is not the process that can be run. You can only start a business-process using the element [Wait for message] by the message generated during updating roles. By default there is no message actually, so you need to connect the module calling the service "AdministrationService".

Case

I want to trigger the process as soon as the bulk email recepient clicks "unsubscribe".

But it does not appear in process log.

Solution

You have chosen the correct object, which is 'Response in email', however, this particular object uses additional logic, that makes it impossible to use it in the business process you have described. As a a workaround for you, I suggest the following:

once we receive the 'Unsubscribe' response, bpm'online automatically disables all communication with the contact by selecting the read-only 'Do not use email' checkbox on the 'Communication channels' tab:

You can use the modification of this field as a starting signal for your business process.