service | Community Creatio

7.12

service

18:43 Sep 17, 2018

The current functionality within BPMOnline for the Projects section is causing major problems for resource scheduling.

We are a professional services delivery company and have a number of engineers we sell their time to customers for installation and consultancy work.

When creating projects and the activities within BPM for our client delivery, we need to be able to clearly and efficiently see what resources are available. For example, if a customer needs 4 consecutive days for a particular service, we may have 8 engineers calendars we need to review to see who is available and when to allocate to this project and task.

The activity calendar when you add multiple users, displays all 8 users activities in the same colour, except for activities with certain priority or age. These may be red for example. Having all of the 8 engineers showing up as the same colour makes it impossible to determine who out of this 8 has such free time to allocate the task to.

Feature Request

User based colour coding on the activity calendar

When adding users, automatically give each a different colour border.

The current use of colour to indicate priority or past due, can be incorporated in another method; Title bar or text colour.

Images attached showing current issues and suggested change

thanks

Mark

File attachments

Current issues.png

Suggested display.png

3 comments

Matt Watts

19:27 Sep 20, 2018

Dear Mark,

Thank you for your ideas! I have registered the following suggestion for our R&D team and they will consider implementing the following functionality in the upcoming relases.

Best regards,

Matt

Mark Roberts

16:54 Nov 30, 2018

Has there been any progress on this.

Whether in cases or projects the ability to identify resources (users) and schedule there time and seeing who and when they are available for a booking is essential.

If anyone wants to add their voice to this, please comment to improve resource scheduling capability in BPM.

Matt Watts

09:32 Dec 03, 2018

Mark Roberts,

Dear Mark,

Our R&D team is aware of the following enhancement request and they will work on the implementation of this idea for the upcoming releases, however, there is no ETA for it yet. Currently, you can use marketplace connectors with the similar capabilities, such as:

https://marketplace.bpmonline.com/app/task-control-bpmonline

https://marketplace.bpmonline.com/app/advanced-schedule-bpmonline

Best regards,

Matt

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service

case

API

RESTAPI

Development

How to retrieve cases with the specific StatusId from BpmOnline Service API's CaseCollection?

TimurPlusPlus

08:49 Sep 06, 2018

I use the OData to extract the data. I need to get cases with the specific status from the CaseCollection. To do this I use the following Http-request:

https://company.bpmonline.com/0/ServiceModel/EntityDataService.svc/Case… eq guid'7e9f1204-f46b-1410-fb9a-0050ba5d6c38'.

But I recieve the "404 ERROR

1

Элемент коллекции с именем StatusId не найден " (The element StatusId is not found").

But if I do https://company.bpmonline.com/0/ServiceModel/EntityDataService.svc/Case…;

it responses with 200 OK.

How to retrieve cases with the specific StatusId from CaseCollection?

1 comments

Tetiana Markova

17:16 Sep 10, 2018

Hello Timur,

The Status column in the Case table is the foreign key for CaseStatus table. Therefore, the correct syntax is the next: [Name_of_joinable_table / Name_of_column_for_linking_of_joinable_table].

In your example it will be: https://ticketland.bpmonline.com/0/ServiceModel/EntityDataService.svc/C… eq guid'7e9f1204-f46b-1410-fb9a-0050ba5d6c38'.

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7.11

service

Versions of application "7.11.0.3122" and configuration "7.12.1" are incompatible

Ruchir

11:48 Jul 13, 2018

Versions of application "7.11.0.3122" and configuration "7.12.1" are incompatible

Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.

Exception Details: Terrasoft.Common.AppStartupException: Versions of application "7.11.0.3122" and configuration "7.12.1" are incompatible

Source Error:

An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below.

1 comments

Oleg Drobina

13:12 Jul 13, 2018

Dear Ruchir,

This message appears, because you are trying to update the version from 7.11.0 to 7.12.1 directly. For successful update you need to do step by step update through all intermediate versions of the instance. Please contact our support team and they will provide you with all necessary installation files. After that you should install them one by one till 7.12.1 version and it will do the trick.

Best regards,

Oscar

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Button

Open web page

service

Add button next to a field that forms an URL and opens webpage.

Brian Morgan

20:05 May 31, 2018

Need to add a button on the accounts page next to a new text field. Something similar to the web field in the communications options:

I need to be able to enter a text value like: “asd234” into the field to be stored as an “external account id”.

Then be able to click the button at the end to display a webpage in another tab with an url like:

https://somewebsite.com/asd234

I was planning on using a System Setting to store the URL root https://somewebsite.com/ and then just append the “external account id” field.

I envision the button click code to be something like (pseudo code):

If (account.externalaccountid <> '') {
	Var URL = get-system-setting(“external website root”) + 
              account.externalaccountid;
	DisplayWebPage(URL);
}

NOTE: the functionality of the Web field is what I want except that I need it in another section under “billing” and need to store just the “external account id” – not the whole URL.

1 comments

Peter Vdovukhin

16:35 Jun 01, 2018

Dear Brian,

How to add a button to any place of the page is described here.

The example with communication options from your screenshot you will find in the ContactCommunicationDetailV2 schema:

{

                   "operation": "insert",

                   "name": "CommunicationsContainer",

...

                   {

...

                       onGetItemConfig: "getItemViewConfig"

                   }

...

The code above fills in the communication container with input and button elements by calling getItemViewConfig function. You can read that function to see, how it creates the buttons with images and clicks.

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7.11

service

BPM'Online upgrade from 7.11.3 to 7.12.0

Alin Sampalean

14:44 May 16, 2018

I'm trying to upgrade from 7.11.3 to 7.12.0 and when running BpmonlineUpdater.exe I have the following errors in the console:

Error: Could not load file or assembly 'SharpSvn, Version=1.9007.3987.251, Culture=neutral, PublicKeyToken=d729672594885a28' or one of its dependencies. Operation is not supported. (Exception from HRESULT: 0x80131515)

Error: Could not load file or assembly 'file:///D:\BPM 7.12 PS\CRM\Terrasoft.WebApp\DesktopBin\WorkspaceConsole\x64\SharpSvn.dll' or one of its dependencies. Operation is not supported. (Exception from HRESULT: 0x80131515)

Upgrade process completed with ERRORS. Please contact our support team.

Find upgrade logs in the folder: D:\BPM 7.12 PS\CRM\Terrasoft.WebApp\DesktopBin\WorkspaceConsole\Log

PLEASE NOTE: If you can login to the site but still have errors in log, updrade process is not finished yet!

After Website restarting i have error "Versions of application "7.12.0.2702" and configuration "7.11.3" are incompatible"

Do you have any idea how to fix the problem?

Thank you!

1 comments

Lisa Brown

03:14 May 17, 2018

Dear Alin,

Please check that you have the SharpSvn.dll file in Terrasoft.WebApp\DesktopBin\WorkspaceConsole\x64\ folder.

Also it would be useful to double-check that the .Net Framework and MS Visual C++ versions meet the requirements of the system. You may use the following links for the last available versions of the software:

Microsoft Visual C++ Redistributable

Microsoft .NET Framework 4.7.1

After the updates are installed you need to re-register the ASP.Net version and run the following command:

aspnet_regiis.exe /iru.

Aspnet_regiis.exe file can be found in one of the following places:

%windir%\Microsoft.NET\Framework\v4.0.30319

%windir%\Microsoft.NET\Framework64\v4.0.30319

Also make sure the loadFromRemoteSources parameter is set to 'True' in the config files.

Lisa

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service

Portal case page evolution

Davyd REY

18:03 Apr 09, 2018

Hi community!

I see that Portal users don't see emails exchanges in the History Messages on the Portal Case Page but only messages they have created from this page ...

How can i do to portal users seeing emails exchanges too?

Thanks in advance!

Davyd

3 comments

Lisa Brown

18:10 Apr 13, 2018

Dear Davyd,

Unfortunately, at the moment there is no option to display the emails within the portal case page. We have registered the issue and passed it to our R&D team and it will be revised for the further updates. In case you need to display the emails in the current version of the system, you will need to manually update the access rights to the emails, though it will be quite different to differentiate what emails should be seen and what shouldn't in this case, thus we do not advice to do that for the security reasons.

Lisa

Davyd REY

10:45 Apr 26, 2018

Very thanks for your response!

When you say " update the access rights", on what object we could add some access rights and for who? If we add some read access rights on "Emails" object for "portal users" group, we have no effects on on the portal page : History zone not display emails exchanges of the current case...

Best regards,

Davyd

Matt Watts

17:17 May 02, 2018

Dear Davyd,

Since emails are essentially activities you have to grant access rights to activities and emails for the portal users, however, they will see all activities in the system this way, which is essentially a downside of it.

Warm regards,

Matt

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service

Since the upgrade to 7.12, some errors appears on my Bpmonline Version

Davyd REY

10:00 Apr 09, 2018

Hello community,

Since i have upgraded my BPM Online solution from 7.11.3 to 7.12, i obtains some errors for example, when clicking on "Export to Excel link", this Javascript error appears:

TypeError: this.mixins.GridUtilities.getDownloadFileName is undefined[En savoir plus] BaseSectionV2.js:6037:13

Have you a explaination and a fix?

Davyd

1 comments

Davyd REY

11:29 Apr 10, 2018

I have found the problem!!!

It was a official package application that modified the original " GridUtilitiesV2.js" file! then i have uninstalled this package and BPM Works fine now!!!

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7.11

service

Problem on Feedback.aspx webpage ...

Davyd REY

10:58 Mar 28, 2018

Hello,

When the user arrive on the webpage:

".....0/Nui/Feedback.aspx?vm=FeedbackModule&token=.......&schemaName=CaseRatingFeedbackPage"

only "Thanks you page" appears and the "CaseRatingFeedbackPage" client module not used !

(no comment zone and no validation button)

Why?

Very thanks

Davyd

1 comments

Lisa Brown

12:17 Mar 28, 2018

Dear Davyd,

The case feedback page is linked to the specific portal user. Thus, for it to work correctly, you should have at least one portal license assigned to the portal user with SSPUser name.

You also need to make sure the application webconfig contains the following settings:

In case you are working in the cloud application, please set up the user on your side and provide him with the license and then contact the support team (support@bpmonline.com) in order to change the site configs.

Lisa

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7.11

service

Auto calculate age based on new birthdate custom field

Ryan C Krause

21:27 Mar 08, 2018

Hi,

Where can i find a business process example of how to calculate age based on a new custom field that i created for both age and birth date.

Thanks,

Ryan.

4 comments

Lily Johnson

05:45 Mar 09, 2018

Dear Ryan,

Maybe this process will help you to achieve your goal. It calculates the age of the employees. You can modify it to reach your business goal.

I've added a field of Decimal type to fill it with the age of the contact.

Best regards,

Lily

manikanta

08:53 Nov 09, 2018

Lily Johnson,

Thanq, It's working but i need with out business process buy using RequireJS is there any chance to get ?

If yes send me the sample code.Hoping for positive reply

Dennis Hudson

07:06 Nov 12, 2018

manikanta,

Here is the academy page on how to create auto calculated fields:

https://academy.bpmonline.com/documents/technic-sdk/7-13/adding-calcula…

Also here is the article on working with dates that may help you as well:

https://academy.bpmonline.com/documents/technic-sdk/7-13/how-display-di…

Best regards,

Dennis

Artem

15:37 Jan 03, 2023

Aleyna Bildik,

If you are trying to filter your contacts you could use the filtering by a month/date, it does not take into account the year.

If you need to count the amount of years you could use a script task in your business process. (you can use C# code snippets that you can find on the web, here's one).

Finally, just in case you do not have a custom field, and using OOTB fields of the system - starting from version 7.17 Creatio has a field called "Age" that already counts everything from you, it relies on the Birthdate field that is present in Contacts section, more info on it can be found here.

Thank you.

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7.11

service

How can i log in auditlog ?

Davyd REY

21:28 Feb 27, 2018

Hello everybody,

I'm currently developing a c# class called by a script task from a process.

It works fine but i want to log any messages. I don't want to log in classic log file but in data table like AuditLog in order to see them from administration...

How can i do that?

Thanks in advance

Davyd

2 comments

Eugene Podkovka

17:57 Feb 28, 2018

Hi Davyd. You can create a new object based on "base object". Then add a new text250 field and specify the field as a primary display value (advanced settings in the object). Publish the object. Then create a new lookup in a "Lookups" section based on the new object. Check that you can add and delete data into the lookup.

Then use ESQ to write log messages into the object.

https://academy.bpmonline.com/documents/technic-sdk/7-11/crud-operation…

You'll see the messages in the lookup.