section wizard
delete section
7.13_()

Hi all,

          I want to remove old sections which are created by section wizard, because they are obsoleted. If I delete all related object in configuration, system will show error message when compile. Please help, because there are a lot of useless objects in my package.

Thanks

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Hello,

We strongly don't recommend to delete any sections or objects since they are connected to other system entities and deleting of them can cause errors. Instead of deleting you can hide unnecessary sections, it's described in this article  https://academy.bpmonline.com/documents/administration/7-13/workplaces-setup.

Best regards,

Anastasiia

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section wizard
global search

I'd like to package a section which should be included in global search, but the section wizard seems to not show this checkbox on localhost. 

I checked and saw that there is a column named "Include in search" (GlobalSearchAvailable). Is that enough if I turn this on? Is there any thing else I have to update?

Is there anyway for a BA to turn this on without the help of DB Administrator?

Thanks.

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Hello! To include section checking "Include in search" will be enough. No other actions needed. 

Best regards,

Angela

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order
section wizard
Hide Fields
7.13_()
sales

Hi,

On Order section there is a OOB lookups field called "Client". On click we can select either Account or Contact because both list are appearing for selection.

By default the field "Client" is a mandatory field. From section wizard > Edit Page, This field is not removing and we cannot make it non-mandatory. I need to avoid this field.

 

Any help will be highly appreciable

 

Regards

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Dear Muhammad,

There is a part of code in OrderPageV2 in Order package that looks like:

                    "Client": {

                        "caption": {"bindTo": "Resources.Strings.Client"},

                        "dataValueType": this.Terrasoft.DataValueType.LOOKUP,

                        "multiLookupColumns": ["Contact", "Account"],

                        "isRequired": true

                    },

isRequired attribute makes this field required and to make it non-mandatory you need to create a replacing schema and add your logic that will make this field non-mandatory.

Best regards,

Oscar

Hi,

Yes I already found it however thanks

 

Regards

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Custom Sections
section wizard
section setup
relationship
7.13_()
sales

If I have an object, can I create a section with that object? If so, how?

Because I want to be able to create a sections for "Relationships" object of BPM so I can create filter folders on that section object. I need those folders to be be used another section to query and pull the account-contact relationships. 

Thank you in advance

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Hello, 

If you want to create section for the new object and store Account-Contact relationships in it please follow the steps in the article below: 

https://academy.bpmonline.com/documents/technic-sdk/7-13/creating-new-s…

If by "Relationships object of bpm" you mean ContactCareer object (or other existing object) please see the article below in which you would find an instruction on how to create a section based on the existing object:

https://community.bpmonline.com/node/26247

Best regards, 

Dennis

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section wizard

Hello team!

I'm trying to go to the section wizard in Contact section but it says "specify the value current package"

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Hello Ryan.

To solve this issue you need to go to Advanced settings and switch to Configuration. On the left hand-side you need to add a package, and clicking on it with the right mouse button select "Edit". You will see dependencies on other packages where you should put all the existing packages.

After that you need to switch to System settings and find the system setting "Current package". Just add your new package in the "Value" field.

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