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Printables

Andressa

11:27 Jan 22, 2019

Hi.

Does anyone know how to make calculations on printable?

I need to calculate the Net Total for each product.

Thank you

1 comments

Oleg Drobina

12:03 Jan 22, 2019

Dear Andressa,

Unfortunately as for now there is no way to use formulas in printables and we have a correspondent problem registered for our R&D team. I will notify them about your question so to raise the priority of this problem. Thank you for helping us to make our application better.

As for now you can try using this marketplace application that can fit your needs https://marketplace.bpmonline.com/app/excel-reports-builder-bpmonline.

Best regards,

Oscar

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data import

7.13_()

sales

Data Import to Sub Sections

Mark Roberts

15:00 Jan 18, 2019

I am looking to import data into the Opportunities, which has an issue. I have a Section Detail which I am using to store a list of team members. I wish to import the opportunity data and populate this Team Member section with data. I pretty much on the current import data set only have 1 contact value to import.

I do not see how I can map the data from the Excel file to allow a data entry to import a single (or indeed multiple) value into a Section Detail.

Is this possible and if so, how can I do this?

4 comments

Angela Reyes

19:20 Jan 18, 2019

Dear Mark,

As for now there is no such functionality, but I'll inform our R&D team about this issue and suggest them to implement it. Thank you for helping us to make our application better.

Best regards,

Angela

Angela Reyes

08:17 Jan 22, 2019

As a workaround you can import opportunities you wanted and then import team members into created opportunities.

Best regards,

Angela

Mark Roberts

11:06 Jan 22, 2019

Hi Angela,

Since I posted, I have found that the process is to import the root data, in this example Opportunities and then do a separate import into the sub section detail. For this, it is necessary to know the name as it exists in the database, as this can be confusing to identify.

Click on the 3 dots by the section details title and choose Details to identify the database naming.

Angela Reyes

12:14 Jan 22, 2019

Mark Roberts,

You may also use "Data Import" button in the detail:

http://prntscr.com/mahi27

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calendar integration

calendar

categories

outlook connector

7.13_()

sales

Outlook

Type of Calendar items created through bpm'online to Outlook

Julius

14:33 Jan 17, 2019

I am wondering about the different kinds of items available in the Outlook calendar.

Calendar item types in Outlook: Appointment, E-mail, Meeting, Contact, Task/Todo.

When my Process is creating tasks in bpm'online and it syncronizes to Outlook. The Outlook item are always of the Appointment -type.

Type in bpm'online: Type in Outlook (after synched):

Call                                                 Appointment

Meeting                                       Appointment

Paper Work                                  Appointment

Meeting                                       Appointment

Is there a way to make Meetings, Appointments, Todos Activities in bpm'online, synchronize as their respective types in Outlook?

1 comments

Angela Reyes

01:10 Jan 19, 2019

Dear Julius,

As for now there is no such functionality, but I'll inform our R&D team about this issue and suggest them to implement it. Thank you for helping us to make our application better.

Best regards,

Angela

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7.13_()

sales

How can I develop module acopplated to BPM online

tgonzalez

13:12 Jan 17, 2019

Hi, I am noob on BPM online, I do differents steps to create a aplication that application-module that it can interaction with an API, but I dont known how can I do it (start programming module). I have experience with vtiger API, dropbox and Magento.

Greetings

1 comments

Alex_Tim

11:51 Jan 18, 2019

Hello tgonzalez

There are different ways to achieve it regarding to your purposes.

The most easy and understandable way is to create business process that interacts with external API. There is an element called "call web service" for that.

Also check the links below:

Business processes: https://academy.bpmonline.com/documents/technic-sdk/7-13/business-proce…

Call web service element: https://academy.bpmonline.com/documents/technic-bpms/7-13/call-web-serv…

Business process designer guide:

https://academy.bpmonline.com/documents/technic-bpms/7-13/process-desig…

Best regards,

Alex

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Filtering

7.13_()

sales

server side filter query

kumar

09:46 Jan 17, 2019

the AccountFolder.SearchData is a binary field that has the filter query. On the server side, how can I use that field to apply that filter on the "Account" and get all the account Ids?

1 comments

Alex_Tim

19:18 Jan 17, 2019

Hello Kumar,

Unfortunately there is no possibility to filter binary fields directly in esq queries directly on server side. The SearchData field contains filter for Accounts that can get into the folder, so if you need accounts from this folder you can select it from table AccountInFolder.

Actually, if the task is to get Accounts that fits for that filter, we recommend to built esq query matching the filter. It is much more easier and productive.

Best regards,

Alex

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7.13_()

sales

SSO Authentication for odata/data service

Allen Dsouza

00:57 Jan 17, 2019

We have an application to connect and import to bpmonline via either odata or data service. It works well with the usual bpmonline logins.

If we switch to using single sign on(login using windows network login), will there be any changes required to connect and process data using odata or data service? Is there any information/article that can provide further information?

3 comments

Angela Reyes

23:08 Jan 18, 2019

Dear Allen,

SSO functionality does not affect API or OData integration. SSO changes the process of logging into the system and does not require any modification in integration.

Best regards,

Angela

Allen Dsouza

23:18 Jan 18, 2019

Thank you Angela. When specifying the credentials through the API, should we use the bpmonline login or the windows login?

Angela Reyes

01:26 Jan 19, 2019

Allen Dsouza,

Even if the SSO is turned on, bpm'online login will still be possible so we recommend using bpm'online credentials for such integrations.

Best regards,

Angela

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Javascript

7.13_()

sales

Looking for something similar to an OnPageLoaded event

Jonas Van der Aa

11:10 Jan 16, 2019

I'm trying to look for a way to run some javascript on every page load (edit page for a specific object schema).

From an edit page we navigate to an edit detail to create a new address. As we save the address and go back to the first edit page. At this point we want to refresh some of the fields using javascript. How can we best achieve this.

2 comments

Eugene Podkovka

15:20 Jan 16, 2019

It's not correct to reload a page any time when it appears. Please use the "messages" property instead. The reloadEntity method reloads a page.

Jonas Van der Aa

15:36 Jan 16, 2019

We're aware that's not the correct way, that's why I said "something similar".

We will look into the messages functionality, thanks!

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Server Error

7.13_()

sales

service not found error

kumar

01:54 Jan 16, 2019

I created a new server side module and trying to call from the client side module but keep getting service not found error, even thought the names are looking fine in spelling. Is there any special step I need to follow in order for me to register a .net class as a callable service?

1 comments

Dennis Hudson

02:25 Jan 16, 2019

Hello,

Here is the academy article on creating and registering the web service, please make sure you've done all the necessary steps from the article.

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

Best regards,

Dennis

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printables

quote

7.13_()

sales

Rename a Printable

Danilo Lage

22:37 Jan 15, 2019

Hi Community,

Is it possible to rename the generated file from a printable?

My client wants a generated Quote doc file to be named using Number field instead of Quote#.doc (where # is the result of a counting).

Thanks.

3 comments

Oleg Drobina

23:07 Jan 15, 2019

Dear Danilo,

The generated file name is the same as the name of the file which was uploaded to this printable record in the application. To rename the resulted file you need to rename a template and upload this new template to the printable record and after the next download it will be named as this template.

Best regards,

Oscar

Danilo Lage

23:19 Jan 15, 2019

Oscar Dylan,

Hi Oscar, thanks for your message.

I am actually refering to the generated file whom is attached to the object when selecting to Print it. For instance, the Quote object is currently generating files Quote1.doc , Quote2.doc on the Attachments and Notes tab. I would need it to be something like [Quote.NumberField]v1.doc.

Is that possible? If so, how can I do this?

Thanks.

Danilo Lage

19:59 Jan 16, 2019

Hi guys, I found that the name I was looking for is being edited on the Save printable to quote Business Process. Thanks.

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ESQ

EntitySchemaQuery

Asynchronous

7.13_()

sales

esq.getEntityCollection callback

kumar

10:27 Jan 15, 2019

How can I pass a callback function to GetEntityCollection function of ESQ?

1 comments

Eugene Podkovka

18:50 Jan 15, 2019

Please debug the function in the developers console in google chrome. Once you find how it works, you'll be able to find how to pass the parameter. Additionally, you can search for the examples with the global search trough all sources in the google developers console.

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