I would like to pass some field values to opportunity from Account by cliking on custom button created on Account. I am not able to pass values I have done below code but not getting desired output.
Unfortunately, we are unable to access your code to see how you've implemented the task. However, we are happy to give you some hints for the solution.
In order to recieve some data from another section/detail/page you can use EntitySchemaQuery. Basicly what you need to do is to create a button ( which you've already done), call a method by clicking on the button. In this method cashe the scope (var scope = this) --> create an esq to the Account object --> in the callback obtain the data from the object -->via 'scope.set' set the values to the needed fields.
Please see the article for more information on how to write EntitySchemaQueries:
Hi Amol, If I understand what you are requesting is to parse the URL to get the values...try this:
var urlToGetValues= 'https://004989-crm-bundle.bpmonline.com/0/Nui/ViewModule.aspx#CardModuleV2/OpportunityPageV2/edit/6344d6ce-f889-4361-83f2-9cd71dbd6300?Amount=31313';
var ammounfFromURL= urlToGetValues.split('Amount=');
// you get on ammounfFromURL[1] the value of amount...
The probable cause of the issue could be related to not cached scope. Please see the example below. You can transfer it to your OpportunityPageV2 schema for further development:
obtainInfoFromAccount: function() {
var scope = this;
var esq = this.Ext.create("Terrasoft.EntitySchemaQuery", {
rootSchemaName: "Account"
});
esq.addColumn("Name");
esq.filters.add("accountName", this.Terrasoft.createColumnFilterWithParameter(
this.Terrasoft.ComparisonType.EQUAL, "Id", this.get("Account").value));
esq.getEntityCollection(function(result) {
if (result.success) {
var item = result.collection.getItems()[0];
var name = item.get("Name");
scope.set("Title", name);
} else {
return;
}
});
}
In the example we take account's name and set it to the opportunity title.
I have requirement where If I would like to change the opportunity stage the system should allow me to change stage only in following conditions:
1] If that opportunity has no opened task in action panel. If there is opened task in Opportunity edit page action panel and user tried to change the stage system should show me error message.
I have created the task on opportunity as the stage changes but i am not able to get how to check for the open task on particular opportunity stage before going to next stage. Please provide the help.
In order to implement such logic, please, create a replacing client module for the opportunity page.
Afterwards, in the method section you need to add logic. Firstly, every time you go from one stage to another the page gets reloaded. Threrfore, we need to interfere to the save method and check, if the needed field is filled in. If not, then do not save. In the example below we are checking if Email field is filled in. Please use it as an example for your opportunity page business task.
I have created the custom button on Contact edit page. But I have to refresh contact edit page every time to view the custom button. The button works fine.
The only problem is that the button is not visible unless and until I refresh the contact edit page every time. Please provide me a solution for that.
Unfortuntaely, it's hard to understand why this is happening. Could you please give us step-by-step reproduction of the case when the button gets invisible?
1. I have created custom button on contact edit page with help academy doc.
2. When I go to Contact Section and open any record from contact section, it does not show me my custom button. But as soon as I refresh the same contact edit page, it shows my custom buttons, why I don't know, but it is quite strange.
First of all thnx for your reply. But if I add my button code on Contact section page then it displays me my button on section page. And remaining issue is still there
Did you manage to follow the Academy instruction as according to the article you need to add the program code in replacing schemas both for page and section.
If you still face difficulies, please contact support@bpmonline.com specifying instance and test credentials in order we can assist.
When you open a page at the first time, the page is opening in a separate mode. It means that the buttons on top left corner of the page are not from the page but from the section (contactsectionv2 for example). Please add the button both into the section and into the page. The parent container of the button in the section will be CombinedModeActionButtonsCardLeftContainer
I would like to run source code, how can I do that? I have published it but not able to run it in my free trail instance. In configuration tab, as soon as I right click on source code the run button gets disable automatically.
This error could occur due to a number of different reasons. It's hard to say what exactly caused this issue without any investigation.
Please send an email to support@bpmonline.com with more detailed description of the case and attach a screenshot so that we can investigate it and suggest a solution as soon as possible.
Hi, the academy link which is provided to gather more info on audit log is not working, can you please share the updated link to read more on audit log.
There is no limit on the number of sections you can create. Although, we recommend using minimal amount and making the most use of them by adding additional pages, details, etc.
While creating company user I am getting message like "Unable to create webitel user for added employee". I ma not able to find the reason behind that can anyone please give me the reason behind that.
The error occured as the Webitel account was not automatically created but the user was successfully added to the system. If you want to use Webitel telephony, you need to add the user to the Webitel users lookup.
Please follow this link to get more detailed description of the Webitel telephony settings.
'Webitel Users' lookup is the convenient instrument of checking and configuring all the telephony users in one place in the system.
If you have a new user who needs to take advantage of the telephony, you need to go to this lookup and add it there. Also, in case there are many users in the system, you can use the lookup to check what phone numbers are taken already, and what contacts are they linked to. If needed, you may change the number for the specific contact there as well.
Can anyone plz give me the information about the bpm'online admin certification in details. I have found that on academy but not able to get completely.
Certification for bpm’online system configuration, customization and administration is intended for CRM implementation specialists, analysts, sales managers, pre-sales engineers and CRM coordinators.
Certification for development on the bpm’online platform is intended for programmers that develop products and solutions on the bpm’online platform. “Advanced” level of certification enables you to be the authorized user of the bpm’online academy customer support services and get consultations on development on the bpm’online platform. For this purpose, you will have to complete the “Advanced” certification for development on the bpm’online platform.
Here you can find the information that will help you to get prepared for the exam.
The C# code validation is triggered when you are publishing (compiling) an object or a schema:
If there are any errors, a separate window will pop up, indicating errors and exceptions. Also, you can debug the source code directly within Visual Studio if SVN is set up:
