A bit of background: I need to make a business rule to filter the postcodes based on the city that is selected. The City lookup in the base package does not have postcode in the schema and therefore I can not get this done.
This lookup is in an instance which is live. I do not want to create a new City lookup and put it everywhere across the instance.
Can someone please guide me on how to edit the City Lookup that is present in the base package in a way that I can package it and install it on the live instance without affecting the values that are already in that field?
You can replace this lookup (http://prntscr.com/np7od8) and add new column to the object. Thus all functionality and data of the lookup is saved and you can add a column needed.
I created the object using "Replacing objects" and published the object. I also did the database update. I can see the lookup in the lookup section. I tried to create a new lookup, and I still only see the City lookup in the Base package. I also checked the original lookup and it still does not show the Postcode.
I am attaching the image of the object I created. Please let me know if I am making a mistake somewhere.
There is no need to create new lookup, this column will be added to existing lookup. I just tried to do the same on my instance and column was added: http://prntscr.com/np9bp3
When I export a package, does it also include the section cases?
I have created a package, set it as current and then I made a few section cases. I can not see anything in the package. Will the section cases be there in the package when I export the packages to other instance?
Section cases are added to the package as a regular configuration object, looks relatively similar to business process (e.g. http://prntscr.com/nqret9) When you add a case while you have current package set to your package the case would be saved in your package. You should see created cases in your package though, please check your current package setting and dependencies of your package.
I deleted an object schema and resource file and now I keep getting these errors every time I click Export packages to file system: http://prntscr.com/n38jkr . How can I fix this?
Please note that configuration is a developer tool and should be used by developers because operations that can be performed via configuration can lead to different errors.
If you will have further questions with this issue I recommend to contact the support team support@bpmonline.com
I found the mistake. The files where not deleted on the hard drive so it kept looking for them. After deleting everything on the hard drive, the export works again.
Unfortunately, there is no place you can export all the system fields from. You can install SQL-executor from the Marketplace and execute the select queries with it to be able to view the content of the database tables and the fields that are used there.
We are planning to add the list of all the objects and field used in the system someday but there is no ETA for the task yet.
There is no way to export the fields or columns that are in a table using SQL executor from the Marketplace. You can only view them. As for a queries, you may use basic ones that are enough to see the table content. For instance if you want to see the fields and columns in the Contact table, run 'select * from Contact', etc. As of the export option, our R&D team already accepted the idea of adding the list of all objects and fields for export, still we do not know when exactly it will be implemented.
Thank you for the reply. I'm so sorry, I mislead you. I was using the older version of the SQL executor. Just updated to the latest one, which has the option 'Export to csv'. Using this option you can export all the records and columns from the table as well as the feed.
There is no SQL-query that allows selecting all records from all tables and that's why it cannot be done. It is not something that bpm'online doesn't support. It is something that cannot be handled by SQL language itself. You need to run select queries one by one for all tables in the application (you can get a list of all system tables of the database using select * from sys.tables query) and export results for each query.
Only system administrators can exports records. If you'd like to change that you need to go to the advanced section-operations permissions and find operation "export list records". In the acces rights on the bottom you can add users or group of users whom you'd like to grant acces to this operation.
I have noticed with the administrative functions I am able to export data from the application, however when logged in as a regular user the export function is grayed out and unusable. Is there a way to grant permissions for users to be allowed to export data (ie contacts, accounts)?
To configure the ability to export data to a file for a particular user or group, you should perform the following sequence of actions:
Sign in with BPMonline Administrator account.
2. Go to the section «Tools», then to the section «Access Rights => Operations Permissions»
3. For the registry entries «Export List Records» add the desired user or group of users who you want to have the ability for exporting the registry (in the example we have a group «All employees»), set for this user or group attribute «true» in «Premission»
4. Check the export operation for the desired user or group of users
The steps are quite similar. You just need to go to the Operation permission section in the system designer and find the 'Export List Records' operation. Here you need to indicate what users or roles can have access to the export option. By default, only system administrators have this permission. http://prntscr.com/n8wt58
