Hello Nuno,

Seems that you've faced one bug of the application that can be easily fixed. Here is step by step explanation on how to do it:

1) Case pages differs based on the value of some field. For example "Case category" field. You need to find how is it named in a database. To do it you need to go to section wizard, find this "Case category" field (http://prntscr.com/nzq5hv), open its settings (http://prntscr.com/nzq5m2) and see its name in the DB (http://prntscr.com/nzq5oe). In my case it is "Category".

2) You need to execute this query:

select * from SysModule where Caption like '%Case%' and ModuleHeader = 'List of cases'

It will return one record. We are interested in the value of "Attribute" column for this record. It should be empty. And you need to fill it in with the value of the name of the object which is used to determine page layout in the DB (from step 1).

update SysModule set Attribute = 'Category' where Caption like '%Case%' and ModuleHeader = 'List of cases'.

3) Once query is executed - re-login to the application and the issue should be solved.

Meanwhile our R&D team is planning this fix to be deployed globally for our users of the application in one of nearest versions.

Best regards,

Oscar

Oscar Dylan

Hi Oscar,

I followed the steps you said but in the value "Attribute" it says "Category" and the problem is not fixed.

Regards,

Nuno Gonçalves

Nuno,

Try to compile the application after it is done. It should also help, but if not - please email us at support@bpmonline.com and provide us with the link to the application where you've faced the issue.

Best regards,

Oscar

Dear Gupta, 

Could you please specify what does not work? You are getting an error (if so, when you are getting an error) or text gets truncated, or the text doesn't get populated at all (if so, how you try to populate it)?

Best regards, 

Dennis

when I was trying to change the string data type to text(50 characters) in system advance settings ==> configurations

Gupta,

Could you please specify which exact error did you get? 

Dear Ali,

To do that you can use this Academy article here. It describest the process of adding actions dashboard to a custom section and it will be helpful.

Best regards,

Oscar

Mitch,

The root issue is that the flag button you highlighted creates an activity of type 'Task'. The 'To do' is the Activity's category and has no bearing on your issue.

What you want is the activity to be created with your new type, 'QA Activity', rather than type 'Task'.

The 'Activity' entity schema automatically assigns the type of all Activities to be 'Task'. You can try editing the mini-page schema of the activity to have it set to your new type 'QA Activity'.

Hello, Mitch!

This is a known bug and it will be fixed in future bpm'online releases (i.e., it simply shouldn't be there by default). As far as I know, if the user clicks the "Data import" button, they will see an error. 

If you'd like to add an additional level of security, I suggest removing access rights to the Excel import operation for all portal users in the [Operation permissions] section. You can learn more in the following article - Operation permissions.

Mitch, 

For the time being, a possible workaround - In the [Configuration] section, create a replacing schema for this section with the following code:

getSectionActions: function() {
    var actionMenuItems = this.callParent(arguments);
    actionMenuItems.removeByKey("FileImportMenuItem");
    return actionMenuItems;
}

Hope this helps!

Dear Mitch,

The solution for your task depends on which account do you want to show - will it be a static list of specific accounts or is it dynamic list? 

You may use business rules for account lookup to filter what records it will show.

Best regards,

Angela

Angela Reyes,

It would be a dynamic list, our portal users are Strategic Partners who have multiple accounts under their umbrella. If a new account gets added to that Strategic Partner's umbrella, the portal user should have access to see that account. For example, we have 1200+ accounts in our system, but the portal user should only see about 100 of those accounts. This number could change as clients come and go.

(However, a static list that we would have to manually update would be better than nothing.)

For the business rule, does that work for the filters on the list view in the main portal case section? I thought business rules only worked on the portal case page on a specific column. I did not know it could be used on the list view of all case records, is that possible?

I was able to answer my own question. The business rule only worked on the account page, it did not change the options in the filter on the Portal Cases section list view: http://recordit.co/9lfKHFP19H

However, with the SQL console app I was able to use a query to remove all portal users access to account records I don't want them to see. Then I changed the "manage by records" default settings so portal users don't get access to any more accounts unless I assign it manually.

delete from sysaccountright where sysadminunitid = ‘(id of portal user)'

The table for service agreements is called ServicePact

Thank you Ryan,

In the future, is there a recommended way for me to find which tables certain types of data live in? Instead of having to ask in these community articles?

Mitch Kaschub,

Yes. This is how you can find the name of any table.

1. Open the configuration by going to https://mybpmnonlineurl/0/dev
2. Search for the section or entity name, make sure you have "Title" checkbox checked. This would allow you to search for the name "service agreement".
3. You'll see the object that returns in the results is named ServicePact that has a title of "Service agreement"
4. The table name is always the same as the entity name, in this case "ServicePact"

Similarly, you can double-click on that object to open it, expand the Columns to see the names of the fields on that table as well, since they will be the same as the property names on that object (not to be confused with their titles). 

Ryan

Thank you Ryan!

This is going to be very helpful!

Ryan is there a table that shows which service agreements are added to each account? If I select * from ServicePact it just shows the 7 service agreements but doesn't show which accounts are using them. I tried to run the Accounts table too and I don't see the service agreements in that table either. 

Mitch Kaschub,

The table that connects Service Pacts and Accounts is called ServiceObject. Connection happens using AccountId and ServicePactId columns. So if you need to delete service pacts for some particular account you can use this table and "CreatedOn" column, since records are added/deleted there once any record is added/deleted in "Service agreement" detail.

Best regards,

Oscar

Oscar Dylan,

Perfect, that should be all I need. Thanks Oscar!

Dear Mitch,

The portal users can only see the records in the detail. Apart from that, they need to have the access rights to see them. The basic functionality does not support sending the emails from the portal case page, and therefore it is not possible to add the email activity on the detail from portal. You will need to involve the development process to change the out-of-the-box logic of the application. 

Best regards,

Dean

Thank you Dean.

Javier,



you can see my sample, how we add email attachment to the lead attachment.

So, you can created process on 'case is created' and add attachements from received email to the Case

Thank you!

Dear Mitch,

In order to remove the button form the portal section you need to indicate needed modifications in the diff section of the PortalCaseSection schema.

Please create a replacing client module for the PortalCaseSection and set "remove" operation for the SeparateModeAddRecordButton.

The code should look like this:

                {

                    "operation": "remove",

                    "name": "SeparateModeAddRecordButton"

                }

 

Regarads,

Anastasia

Anastasia Botezat,

Thank you.

What should I select as the Parent object? I assumed PortalCasesSection, however that is not an option.

Mitch Kaschub,

You should search by the schema title, but not name. PortalCaseSection is a name, but the title is:

Page schema - "Cases" section on Portal

Regards,

Anastasia

Hi Anastasia,

Thanks. I tried to create a new Replacing Client Module and selected Page schema - "Cases" section on Portal (Portal), however I get an error shown in the video. Is this because we already have a replacing client module in the custom package? Does that mean I should edit the Modifications Package in the module that's in the custom package? I tried that, but I am not sure if I put the code correctly. Can you review this video and advise what I am doing wrong?

http://recordit.co/8yXy9wJx7D

Anastasia Botezat,

Nevermind, I figured it out! I added the code to the already existing module in the custom package and it worked!

Anastasia Botezat,

I was able to successfully remove the green "New Case" button as I mentioned in my last comment. However, I've just now realized the main page on the portal has a link to "create a new case" as you can see here: 

http://recordit.co/Tyam8rVpmT

How can I remove that link? what is the schema I need to create a replacing module for? and what is the name of the item I need to use the remove operation for?

Mitch Kaschub,

The main portal page uses special modules, which you can setup. The module responsible for cases is called "UserCasesListModule". This is a basic functionality and you cannot override it, so to make link not clickable. 

In such situation you can do the following:

1. Set up access or operation rights the way, that portal users will not be allowed to create cases. 

2. Create your own module instead of the basic one. You can copy the logic of the basic module, but modify the part, where link is declared.

Regards,

Anastasia

Anastasia Botezat,

For option #2, would I create a "Replacing Client Module" and make UserCasesListModule the parent object? That doesn't seem to work, I get an warning message and then an error: http://recordit.co/4sWH5Rk1EV

Or instead, would I create a "Module" and copy paste the source code from the basic module? But then would I have to some how deactivate the basic module? or delete it?

Mitch Kaschub,

Please find the answer in the academy. I recommend to read all articles in the development guide

https://academy.bpmonline.com/documents/technic-sdk/7-13/bpmonline-development-guide

Then investigate the following articles

https://academy.bpmonline.com/documents/technic-sdk/7-13/client-modules

https://academy.bpmonline.com/documents/technic-sdk/7-13/creating-custom-client-module-schema

Anastasia Botezat, Eugene Podkovka, 

I did find the code I need to modify here:

However I found I cannot create a replacing client module, system says it's not allowed. I understand I need to create a new module and copy the code. However I have not done this practice before, so hopefully you can help my resolve this more efficiently than having to read through the entire development guide. Are there any specific parts of a specific article that would directly apply to what I want to do?

Specifically what I'm looking for, is how do I make sure my new custom module gets used by the portal main page? Do I create the module like this in the Custom package: http://recordit.co/nsCkDWeohH ? Then how do I make sure the Portal main page loads from my new module instead of the original UserCasesListModule?

I am comfortable doing some trial in error since I am in my pre-prod environment since I can refresh the environment anytime if something goes wrong. 

Thanks for any advice!!!!

Mitch Kaschub,

There is no "fast" solution for that. Please investigate all development guide and create your own functionality that removes the button. Additionally, please deploy the application locally and investigate how other modules are connected to the system. Connect your one in the same way. Additionally, please learn how the Ext.js framework works (google it). You'll need it for the investigation.

You can't inherit a module because it was made via simple JS without bpm'online tools around it. That's why you see the inheritance in the code.

http://prntscr.com/n7rdpa

If you're not familiar with JS, MVVM framework and Ext.js, I recommend live the buttons on the pages and prevent creating cases with access rights. 

Eugene Podkovka,

Thank you Eugene. We have already changed portal user's access rights so they cannot create a new case. But still, the decision makers don't want the portal users to be able to see that button at all so I am continuing to look for a resolution. 

When you say, "deploy the application locally", are you referring to me installing bpm'online on premise? Currently our bpm online instance is hosted on the cloud. Does being on the cloud limit what I can all investigate and develop?

There are no limits, but on premise you can export c# and js modules and check how they work in the file system. Additionally, in the cloud you can't debug the code in the google chrome console. There are bundles there. On premise you'll see the modules separately in the google chrome developers tools. 

Anastasia Botezat, Eugene Podkovka,

What are the concerns with simply unlocking the Portal package and unlocking the UserCaseListModule schema and deleting this piece of code (shown below)?

I tried this in pre-production and was successful at removing the new button and everything else functions normally. 

I know it's not recommended to modify an out of the box package like this, why is that though? Will future upgrades not work correctly? Will bpm support stop supporting that package?

{

                                    "name": "dashboard-grid-createbutton",

                                    "classes": {

                                        "wrapClassName": ["default-widget-createbutton", config.style],

                                        "textClass": "dashboard-grid-createbutton"

                                    },

                                    "itemType": Terrasoft.ViewItemType.BUTTON,

                                    "caption": {

                                        "bindTo": "Resources.Strings.CreateButtonCaption"

                                    },

                                    "click": {

                                        "bindTo": "openAddCard"

                                    }

                                }

Mitch Kaschub,

The modified module will not be affected by the next upgrade. If bpm'online changes something in the schema in the next version then the functionality from the new release will not work and probably it will cause errors. 

Anastasia Botezat, Eugene Podkovka,

Thank you for the advice and recommendations. The solution I have decided to go with is to change the system setting "Portal Start Page" to [Portal Cases] instead of [Main Page]. Also in the system user section I changed the homepage for all of our individual portal users to [Portal Cases] instead of [Main Page]. Finally I removed Main Page from the portal workspace. Now when all of our current and future portal users log in to bpm, they go directly to the Portal Cases Section list page and they cannot navigate to Main Page where they would see the grid with the "New Case" buttons. 

I did not have to create a new module to replace the UserCasesListModule and I did not have to alter the original module. 

Thanks again for your suggestions.