I am trying to create a process, which has to prevent user to move an opportunity from 'Define project' to 'Proposal' stage if no proposal document is attached to it. How can I delete a process?
Solution
The easiest way to check if the document attached on the certain stage and prevent the opportunity...MoreLess
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?
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.
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...MoreLess
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.
