Somebody know how can I start a campaign from a process?
Or execute the code behind the "START CAMPAIGN" button on campaigns, when campaign is on manual start mode or the SCHEDULE CAMPAIGN if the campaign start mode is "at the specified time"
Hi, sure I have a campaign we need start and stop due some conditions, so I can change from a Process some campaigns values, but cannot Start it from the process (or I don't know how to do it).
If I have a manual start campaign, it has a button to start it https://prnt.sc/PRhNgH_YhpGI, and if it has a start date defines we have the Schedule campaign button https://prnt.sc/fzSsKfTPvJ0a, so in both cases the campaign need a manual action to start immediately or to schedule to start in the specified date.
My question is, can I from a process trigger the actions behind the buttons, or start it when manual or schedule when has a start defined date?
There is no option to achieve the task required in your case unfortunately even using NetworkUtilities or message sending from the server to the client. I've registered this as a suggestion to our core R&D team so they could add this feature in the next application releases. Thank you for helping us in making the application better!
I have managed to open the CityPageV2 in a new tab
openNewTab: function (){
var requestUrl =["http://localhost:9004/0/Nui/ViewModule.aspx#CardModuleV2/CityPageV2/edit/"]
window.open(requestUrl, '_blank');}
But my last problem is that i want to open the page in ADDMode not EditMode. Shpuld i modify the requestURL ?
this is what I was talking about - there is no way to open a preconfigured page inside the process since it has no particular link, it's a business process page. When you add a new record to the city pay attention to the link in the browser and you will see that it's not changed.
As we connect records to the processes, we would like to display in a detail of the page (e.g. Account) all processes (from Process log) connected to that Account.
I believe that you should be able to achieve your goal by using a [Connect process to object] process element.
With it, you can connect the started process to the Account you want.
First you will need to read out the Id of the record the process should be connected to and then tie it in that element, it should look something like this:
I have a web service returning application/pdf type. I would like to use the web service integration and send that to the client side as base64. Any ideas on how I can convert the result of the WS to base64 in the business process?
I have a business process that will open a sub-process. That one I want to have a timer so every 10 minutes it will be called until it finds some type of value.
Yes, it works but it still doesn't really help me. I want for the timer to run every 5 minutes only when I start that sub process. That process is trigger by the pressing of a button.
I would like to know if there is any way in which I can connect a process to all the records in a detail. So basically if my Opportunity has a detail called Products I need that when I click "Run process" this process to run for all the records existing in this detail.
In the current version of the application there is no way to run a process from a section which will be triggered for several records. But you can create a process that can be triggered manually for several records.
To do that you need to add a checkbox field to an account page that will be filled in by the business process that will be executed. Here is a scenario of a business process:
1) Process is triggered manually;
2) Then it runs its logic;
3) Then there should be "Modify data" element that will fill the created checkbox in;
4) After that there will be two flows: conditional flow and default flow. In conditional flow there should be a condition that checkbox is filled in and this conditional flow creates a loop in a process and goes to the very first element of the process which goes right after start signal. Default flow goes to "Terminate" element.
The logic here is that the process will apply changes based on its logic to a record, then it will fill the checkbox in and if it finds another record in a section which has a checkbox not filled in it goes to the very beginning of a process and apply changes to this next record based on the logic of a business process. After several iterations all records that need to be changed will be changed successfully.
In this process the very first element should be "Read data" element with your optional conditions and one required condition - that the checkbox is not filled in. As a result the business process will process several records. Also you can create a process that will uncheck the checkbox once the main process is finished.
It is hard to explain how to create such a process and that's why I am adding your manager Bogdan to this email in case you need additional help in building this process. I will also create a suggestion to our R&D team regarding the problem of possibility of launching a process in a section for several records and I hope they will find a way to implement such a logic in one of future versions of the application.
I am trying to bind the processes that I'm running from section to the package, so when we transfer the package into prod the processes will remain attached to the sections. How can I achieve this? It is unclear.
I want to add a pop-up whenever a process starts. For example, I have a process that deleted an opportunity. This will open another process. Through code, I want the pop-up to appear when that second process starts or ends.
You can refer the following article to understand the logic of how to send websocket message from a process script task and receive the message on the client side.
*I want* to control the amount of discounts granted
*because* I don't want excessive discounts to drag my company into debt.
*Criteria:*
Module *Orders*
* Addition of "Acceptance status":
** Values:
*** +N/A+
*** Pending approval
*** Discount accepted
*** Discount rejected
** Auditable and non-editable field
* If discount greater than zero and value less than 1000 (system currency ), or a discount greater than 10 and a value less than 10,000, then send an email to your supervisor requesting approval. In addition, it changes the Acceptance Status to "Waiting for approval".
* If the superior accepts the discount, then Send an email to the order supervisor (assigned to) that ok. Additionally, it changes the Acceptance Status to "Discount accepted".
* If no acceptance, set the discount to zero. Send an e-mail to the order supervisor. Additionally, it changes the Acceptance status to "Discount rejected".
* Discount, Value are to be auditable.
* Add action buttons Accept discount, Reject discount - visible only to the supervisor of the order supervisor and when the status = Waiting for acceptance
Email content :
* to supervisor: "Order requires your acceptance of discount."
* to order supervisor after approval by supervisor: "Discount for order has been accepted."
* to order supervisor after rejection by supervisor: "Discount for order has been rejected."
Detailed information about business process design and business process elements is covered in corresponding articles on our Academy, we'd suggest you to check the below and connected to it articles, so you could implement your business task with basic system tools:
If the account contact has not communicated with the customer for 30 days, create a phone call in three consecutive days for the account manager.
Communicating with a customer means any activity (mail [sent], telephone conversation [carried out], meeting [carried out]) related to the customer or customer order.
Assigned to is to be obligatory in the following modules: Account, Order.
The start element of the BP may be a timer which will be started every day using the CRON expression.
Then few read data elements will be reading activities, emails, and meetings where the contact is set as Responsible or being the owner of these records.
Then few conditional flows will check when was the latest communication
If there were no communication for the last 30 days - the Activity element will be executed, which will create a task for the contact to communicate with the customer.
