This behavior is caused by the core logic of the application. Business process is performed on the server part of the application. If the user makes any changes all these data are being cashed on the customer part and users cannot see the changes unless they reload the page.
There is an option to add the element into the business process called 'Open edit page' after the element of updating data. Fill in all the needed fields in this open edit page element (e.g. object, record ID etc.) to connect this page to the needed one. In this case after updating data the page with new info will be opened automatically and there will be no need to reload the page.
I have a newbie question related to reading data. The read data element has the mode called "Read the first record in the selection", but what if you want to read through the entire result set and pass one record at a time to the next element? I seem to missing something fundamental here. The next element in line seem to only read the first record in the collection: "Read Contacts.First item of resulting collection.Id". How do you loop a record collection?
In your case you can use just one Read data element to filter the activities by the contact who follows your conditions. In such a way one activity record will be selected to pass it to the next element.
I should of showed more or told you what I'm trying to acheive. I want to find out what customer contacts i have not talked to in 30 days and create a new call task for the owner of the contact. My technical question or newbie question is trying to understand "Read the first record in the selection", is this a loop or will you always only get the first record?
Other words, if there is more than one record returned, does the read data keep looping and passing the record information to the next element until done?
The example columns to be set on the Activity page for each record:
As a result, for each contact, who doesn't have activities of call type created during the previous month, a new activity with the corresponding columns filled in will be added.
If you have any additional questions, feel free to ask.
Thanks for the insight and solution, I just realized I went about the whole thing the wrong way. I need to get to know how each component or element works. The add data can define the collection for selection, the light just went on for me.
I was working with Order section and business processes, where I got the requirement like, I have to update currently opened record I have done that but I am getting Below Error.
I have created a business process on order section, it was working fine but after I have made some changes in that process it is taking so much time for execution. When I have checked the process log, the process log has 100 instance of that process in running state, when I tried to cancel the execution, I am not able to cancel the execution. Now I have deactivated that process then also I am not able to cancel the execution ;Please provide the solution.
How exactly did you disable your process? When you disable it rheough the 'Process library' > 'Process Properties', you should be prompted to disable all the running instances:
We have not yet encountered circumstances when the running processes are not being canceled this way, so I'm assuming that you are using some custom script tasks. Please contact support directly regarding this issue, and they will investigate what's causing this.
I have tried deactivating my business process as directed, but it does not prompt to cancel running instances, and they cannot be cancelled manually (the button exists, but has no effect). I even included a 60 second timer to end the process, but they are not ending. The processes do not include custom scripts, just the off-the-shelf process elements. Please advise.
Due to security reasons the system cannot get the file from your computer to upload it within the business process. It can be realised within the script task element with the help of C# code that can get the information from the database. To get the information from the files you want the data to be imported from, they must be added to the database. Here is more detailed information about this element: https://academy.bpmonline.com/documents/technic-bpms/7-9/script-task-pr…
Likewise, you can upload the data to the system using OData but it will look more like simply adding the information to the database rather than import. The possibilities for the bpm'online integration over this protocol is described here: https://academy.bpmonline.com/documents/technic-sdk/7-8/possibilities-b…
I have created one business process on activity. Using that business process i would like to modify date in the custom field on Activity, while doing this i am getting error required fields missing. I dont want to modify other fields except the custom field of date type on Activity.
Unfortunately, we cannot properly diagnose an issue with such a brief description. Please specify your exact steps as well provide a couple of screenshots of the issue.
After some consideration, I believe I know what might be the cause of this. You are probably trying to update some records that do not have required fields filled in. This could happen with imported records. The mechanism that saves the record is the same in business processes as is the edit pgae. Meaning, if the required value is not filled in, you are unable to save the record.
Is there a way to make a field required / compulsory filled in within the Open edit pageprocess element? For example, I'd like to open the opportunity page for the user to fill necessary information in, but at this stage I might have some compulsory fields that must be filled in. Can I achieve it? The solution I have so far come up with is ‘Auto-generated page’ with ‘compulsory’ columns only, and then I copy that information to the opportunity page. I was wondering if there is any easier way.
The only way to make the field required within the open edit page element within the business process is either to use Auto-generated page or to consider the lement completed once the record matches some conditions.
If the record doesn't meet the conditions you set, the process remains running on the process element until you complete the task.
Please follow this link to get more detailed information about the Open edit page process element.
While Creating task on every Opportunity Stage change, I would like to have Opportunity stage name in task activity for that purpose I have created business process parameter which is of type look up and stores stage value. While using this parameter in task name I am getting error like, "Cannot convert type "Guid" to "LocalizableString"".
To include the opportunity stage to the task name, you need to read data from the opporuntiy first and then the stage name from the opportunity lookup. The process will look like:
The Read Opp Stage settings:
The Read Opp Stage in lookup settings:
Then you can simply add the stage name to the task header:
Such an error occured because the type of lookup field didn't match the type of task name field.
If you set the formula in such a way, the stage will be included to the task name with no errors.
Bob, thank you for the question. We have a lot of online resources for business process creation. I would advise you to start with the 'Business Process Automation User Guide' that is available on our Community website. In this user guide, you will find information about how to create, execute and monitor business processes. In addition, you will learn how to use the process designer and the process wizard. Thank you.
