Our company would like to have this Customer field use the Accounts lookup as default instead of the contacts lookup being show first. I would like to 1. remove the contacts lookup, OR 2. simply move the accounts lookup to be first so it is open by default. The problem we are trying to solve is that users are selecting a contact on accident because they don't realize they can toggle over to accounts, and we want them to only use an account for this field.

I found this in the OpportunityPageV2 schema and tried to copy this code and paste it in the copy of the scheme that is in the custom package, then I switched positions between Contact and Account so Account was first. This worked temporarily until the next time the system compiled, and now it is back to how it was. How else could I REMOVE the contact part of this lookup or make accounts appear first?

        attributes: {

            

            "Client": {

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

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

                    "isLookup": true,

                    "referenceSchemaName": "Contact, Account",

                    "isRequired": true,

I have been working on Product section page which has the detail of Features. The detail has a small form which suggest to select particular feature and it automatically filters the Type of feature (String, Boolean, Integer, Double, List item) then I can fill value or select from lookup (list item type).

On the Feature's detail page there are columns created for each type and are combined in a columns container. There are also business rules which will show particular column replacing the Columns container.

Here is the screenshot of Feature detail - 

I would like to know how we can combine columns so that they can be replaced later according to the business rules.

Right now I can place each column in a row on the section page and then hide them using business rules. That will also create empty spaces on the page. So how can I create Column container which will not show empty spaces of hidden columns.

Can anyone please tell ?

Hi Team,

Is there a way to see who has added or modified the fields. in case if the user has added a license in order or an account. What is the way to check? which table should I search for? I can see the last created and modified options in the account table. Just wanted to understand if there is a possibility to check some more extensive information such as who has changed the order status / who has added a product. Thank you in advance.

Regards,

Gokul

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

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,

Dear mate,

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

Thanks,

Nicolas

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

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.

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

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.