Question

I am planning activity for multiple leads or contacts at the same time

And, I should also be able to access all the leads or contacts from activities page?

How can I achieve this?

Thanks,

Nagaraju

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1 comments

Dear Nagaraju, 

If you want just to show all Leads (or contacts) for the Activity you can create a new object (e.g. LeadInActivity) with fields Lead and Activity and display it on the Activity page as a detail matching it by the Object's column Activity and Activity's column Id. 

https://academy.creatio.com/documents/technic-sdk/7-12/creating-entity-schema?document=&_ga=2.244310213.174617871.1572445260-943284580.1572445260

Best regards, 
Dennis 

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Question

Hi. I have read the articles about Portal Users that are available;
What portal users are. How to create them. How to set up their rights.

But what I want to know is what can't they do? Surely there must be some limits of a Portal User compared to a full licensed user.

Or is this just a result of what I allow my Portal users to do in my environment? Although I agree and understand that it would not be recommendable to let a Portal user do anything.

 

Best regards,

 

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1 comments

Dear Julius,

The application portal is a part of the platform used by external users and it is limited. There is no way to turn the portal user into the regular system user. The portal users' functionality is limited by the licenses and the objects permissions. Apart from that, there are a lot of back end functionality which is not compatible with the portal users. For example the portal users will not be able to run the database triggers for majority of the default functionality, access the portal through mobile application, run bulk emails, etc. Basically, there is no point to allow external users to use the application through the portal as a regular company employee. For this purpose, it is better to create a regular user for this individual. Theoretically it is possible to allow external users to use the application functionality on the company employee level, however it can only be done with the help of separate development project. 

Best regards,

Dean

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Question

Dear mate,

Is there a way to display Opportunities detail content in the section account ?

Thanks,
Nicolas

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1 comments

Hello Nicolas,

Opportunity detail is already present on account "History" tab. As for displaying its content in section list then unfortunately it is not possible since this detail may contain several records and the application cannot display several rows in one column in section list. We will create a suggestion to our R&D team so to make it possible in one of future versions, but currently it requires complete core logic modification. Thank you for this suggestion and helping us to make our application better!

Best regards,

Oscar

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Question

Hi all,

On the Opportunity Section, i have a detail which show me the opportunity's concurrents.

How can i display all the opportunities concurrents on the Account page ?

Thanks,
Nicolas

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1 comments

Dear Nicolas,

You can do that with the help of the business process.

First, you need to add Accounts lookup on the detail page, which will be used in process https://prnt.sc/pr6t0r It is not necessary to fill it when adding the record on the detail. Once the record is added https://prnt.sc/pr6ts7 I go to my associated account https://prnt.sc/pr6ts7 and see the associated opportunity record https://prnt.sc/pr6usc

Here are the business process settigs:

1. Signal https://prnt.sc/pr6uws

2. Read data element for reading the detail object https://prnt.sc/pr6v0b

3. Read data for reading the opportunity https://prnt.sc/pr6v35

4. Read data for reading the account https://prnt.sc/pr6v5z 

5. Modify data which will update the added Account field on the detail page https://prnt.sc/pr6v8v  https://prnt.sc/pr6ve7

Best regards,

Dean

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Question

Hello

So I want to use a calculated field to calculate different kinds of weights. The problem is that I need to get the data from a detail on this page with calculated fields.

It goes like this

-| Shipments Page

---| CBM (field on shipment page)

---| Volume Weight (field on shipment page)

---| Total Value (field on shipment page)

---| Containers (detail on shipment page)

------| Dimensions (field on the detail on the shipment page)

------| Value (field on the detail on the shipment page)

 

If that makes sense so I need to get the data off of the detail that is on the page using client side code preferably (javascript), so I can set up the calculated field. So there can be many containers on this shipment page and I need to be able to sum all of it up and calculate it.

Much like how opportunity amount is calculated off of opp products (which is a detail) I need to do the same but I am not sure how to reference the detail in client side code. Is there anyway to do this? e.g. like how on the opportunity page the opportunity amount is set using the opportunity products which is a detail on the page.

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1 comments

You can take data directly from the database. Please check what object the detail is related to and select data from it. 

Please find more information about CRUD operations on the client end in the article by the link below. 

https://academy.bpmonline.com/documents/technic-sdk/7-14/crud-operation-implementation-client

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Question

Hi. I am having the issue of page Tabs, Field Groups not showing correctly in the section wizard edit mode.

I've had this problems many times. But what is causing this issue?

I'm using the english language (I have not changed language on this environment) on a demo environment with system admin role.

I believe there is a bug causing this. This is the HTML

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2 comments

Dear Julius,

It seems like the section object did not save the changes correctly. Try to do the following:

1. Go to the system configurations in the advanced settings. http://prntscr.com/phqih3http://prntscr.com/phqiqe 

2. Update the database structure 

3. Generate the source code for all items

4. Compile all items.

It may take some time to perform the last 3 steps. Once you are done, try to clear your browser cache and see if the issue is resolved. If the captions are still missing, please approach our support team via support@bpmonline.com so that we could investigate this problem in your particular environment.

Best regards,

Dean

It works. Thanks Dean!

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Question

Please help....
I am seeing the following request dragging when I try to edit & save a contact on my on-prem Bpmonline application (v 7.13). 

Any idea why this is doing that? Has anyone else saw that the waiting screen shows for 40+sec after saving a Contact record? Everytime it is FindDuplicatesOnSave call that kept taking looong time. 

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1 comments

Hi Kumar, 

The duplicate search service should definitely work faster. You can try debugging it to detect possible issues as described in the "Server code debugging" article. The service name is DeduplicationService, the "Deduplication" package.

The performance delay might appear at the database level, In this case. call the "tsp_FindDuplicate" procedure. You can check how it works.

Hope this helps.

Regards, 

Svetlana

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Question

Hi there,

 

I'm trying to create a business process that sends an email with all the order's attachments.

 

Would love to know how should it be done.

 

Many thanks,

Oren

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1 comments

Hello Oren, 

The mentioned functionality can be implemented in business process using a script task element and creating a correct script for it. 

For example, here is the script which will copy all attachments from lead to opportunity:

var userConnection = Get<UserConnection>("UserConnection");

Guid fromID = Get<Guid>("fromId");
Guid toID = Get<Guid>("toId");

string sql =String.Format("INSERT INTO OpportunityFile (Name, Data, TypeId, LockedById, LockedOn, Version, OpportunityId) SELECT Name, Data, TypeId, LockedById, LockedOn, Version, '{0}' FROM FileLead WHERE LeadId = '{1}'", toID, fromID); 
CustomQuery myQuery = new CustomQuery(userConnection);
myQuery.SqlText = sql;
using (DBExecutor dbExecutor = userConnection.EnsureDBConnection())
{
    dbExecutor.CommandTimeout = 0;
    myQuery.Execute();
}

return true;

You may use this script as example and create a new one with the needed functionality upon it. 

Best regards, 
Roman

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Idea

There is a difference between incoming and outgoing emails in the Communication Panel

But my question is if there is a parameter which separates these E-mails on the Activity object?
I can't seem to find a parameter for this.

Calls has the Direction parameter.
Activities lack this parameter

Should there be one?

 

Discussion
2 comments

Dear Julius,

This option is available. If you are talking about business process, you should use Message type lookup to select the required parameter http://prntscr.com/pbnhhm This column can also be found in the activity object http://prntscr.com/pbni9r 

Note, if you try to build the filter in the section based on this column - you will not see any activities with the Email type due to the application logic. http://prntscr.com/pbnio9

Best regards,

Dean

Dean Parrett,

There it is! Thank you so much!

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Question

How could I customized the Call action in the action panel (Lead) to be able to select a date the call was completed?

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1 comments

I would create a replacing client module for the CallMessagePublisherPage module with the code specified below. 

http://prntscr.com/pk8yt6

define("CallMessagePublisherPage", ["ConfigurationConstants", "LookupQuickAddMixin",
        "css!CallMessagePublisherModule"],
    function(ConfigurationConstants) {
        return {
            entitySchemaName: "Activity",
            mixins: {},
            attributes: {},
            methods: {},
            diff: /**SCHEMA_DIFF*/[
                {
                    "operation": "insert",
                    "parentName": "MainGridLayout",
                    "propertyName": "items",
                    "name": "StartDate",
                    "values": {
                        "bindTo": "StartDate",
                        "layout": {"column": 0, "row": 2, "colSpan": 24}
                    }
                },
                {
                    "operation": "insert",
                    "parentName": "MainGridLayout",
                    "propertyName": "items",
                    "name": "DueDate",
                    "values": {
                        "bindTo": "DueDate",
                        "layout": {"column": 0, "row": 3, "colSpan": 24},
                    }
                }
            ]/**SCHEMA_DIFF*/
        };
    }
);
 

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