Is there a way to prevent incoming and outgoing emails from generating all of the tiny image file attachments in the linked records attachments tab?  For example, I receive and mark as processed an email from a vendor.  That email has a dozen image files attached to it for all of their social media links, website links, photos etc.  It also has one actual word file that I need but I don't even see that file in the attachments tab unless I keep scrolling down past the other 12 image files.

Is there a filter or business rule that would allow me to stop certain file extensions or file types or set a minimum file size from becoming bpm attachments to stop all of the attachment clutter?

Hi,

I'm trying to get a list of OpportunityFile associated with an OpportunityId and it's seems it's not possible using ODATA.

1. If I'm using this Url https://server.bpmonline.com/0/ServiceModel/EntityDataService.svc/Oppor… I'm getting a "Not Implemented" exception

<error xmlns="http://schemas.microsoft.com/ado/2007/08/dataservices/metadata">
<script/>
<code>4
Not Implemented
Not Implemented

System.Data.Services.DataServiceException
at System.Data.Services.WebUtil.GetRequestEnumerator(IEnumerable enumerable)

 at System.Data.Services.DataService`1.SerializeResponseBody(RequestDescription description, IDataService dataService, IODataResponseMessage responseMessage)

 at System.Data.Services.DataService`1.HandleRequest()
Method 'SelectMany' not supported

System.NotSupportedException
at Terrasoft.Core.Entities.EntityQueryProvider.VisitMethodCall(MethodCallExpression node)

 at Terrasoft.Core.Entities.EntityQueryProvider.Build(Expression expression)

 at Terrasoft.Core.Entities.EntityQueryProvider.LoadEntityCollection(Expression expression)

 at Terrasoft.Core.Entities.EntityQueryProvider.ExecuteEnumerable(Type elementType, Expression expression)

 at Terrasoft.Core.Entities.EntityQuery`1.GetEnumerator()

 at System.Data.Services.WebUtil.GetRequestEnumerator(IEnumerable enumerable)

2. If I'm using this Url https://server.bpmonline.com/0/ServiceModel/EntityDataService.svc/Oppor… eq guid'e14b9eb7-99ff-43a6-bf26-a60b23b3ec12') I'm getting the following exception:

<error xmlns="http://schemas.microsoft.com/ado/2007/08/dataservices/metadata">
<script/>
<code>1
Collection item with name OpportunityId not found.
Collection item with name OpportunityId not found.

Terrasoft.Common.ItemNotFoundException
at Terrasoft.Core.Entities.EntitySchema.GetSchemaColumnByPath(String columnPath)

 at Terrasoft.Core.Entities.EntityQueryWhereBlockBuilder.CreateExpression(Expression node)

 at Terrasoft.Core.Entities.EntityQueryWhereBlockBuilder.CreateSimpleFilter(BinaryExpression binary)

 at Terrasoft.Core.Entities.EntityQueryWhereBlockBuilder.CreateFilter(Expression node)

 at Terrasoft.Core.Entities.EntityQueryWhereBlockBuilder.BuildBlock(MethodCallExpression node)

 at Terrasoft.Core.Entities.EntityQueryProvider.VisitMethodCall(MethodCallExpression node)

 at Terrasoft.Core.Entities.EntityQueryProvider.Build(Expression expression)

 at Terrasoft.Core.Entities.EntityQueryProvider.LoadEntityCollection(Expression expression)

 at Terrasoft.Core.Entities.EntityQueryProvider.ExecuteEnumerable(Type elementType, Expression expression)

 at Terrasoft.Core.Entities.EntityQuery`1.GetEnumerator()

 at System.Data.Services.WebUtil.GetRequestEnumerator(IEnumerable enumerable)

 at System.Data.Services.DataService`1.SerializeResponseBody(RequestDescription description, IDataService dataService, IODataResponseMessage responseMessage)

 at System.Data.Services.DataService`1.HandleRequest()

3. Also, if I'm using this Url https://server.bpmonline.com/0/ServiceModel/EntityDataService.svc/Oppor… eq guid'b3427cc4-3b20-4c16-8d2a-058ada7e7631') I'm getting a different error.

<error xmlns="http://schemas.microsoft.com/ado/2007/08/dataservices/metadata">
<script/>
<code>4
Syntax error at position 1.
Syntax error at position 1.

System.Data.Services.DataServiceException
at System.Data.Services.Parsing.ExpressionLexer.ValidateToken(TokenId t)

 at System.Data.Services.Parsing.ExpressionLexer.ReadDottedIdentifier(Boolean allowEndWithDotStar)

 at System.Data.Services.RequestQueryProcessor.ReadExpandOrSelect(String value, Boolean select, IDataService dataService)

 at System.Data.Services.RequestQueryProcessor.ProcessSelect()

 at System.Data.Services.RequestQueryProcessor.ProcessQuery()

 at System.Data.Services.RequestQueryProcessor.ProcessQuery(IDataService service, RequestDescription description)

 at System.Data.Services.RequestUriProcessor.ProcessRequestUri(Uri absoluteRequestUri, IDataService service, Boolean internalQuery)

 at System.Data.Services.DataService`1.HandleRequest()

It seems the filtering is not working on associated collection entities. Do you have any ideas?

Regards,

Radu

I've been trying to find some authoritative documentation on the best way to do this but alas, can't seem to find what I'm looking for.  We work with a lot of professional organizations (law firms, accounting firms, etc.) that have multiple offices in geographical locations.  They're all part of the same company, but have somewhat separate identities because of their location.

Ideally we would like to have one Account record for the overall company, with each separate location tracked AND all of the contacts at that particular office associated with that office so we can easily see who is at each location.  We would like to be able to get statistics (i.e. opportunities, projects, etc.) at both levels -- meaning the ability to see how many projects we've worked with at Accounting Firm A AND we'd like to be able to get these same stats for each location for the company.   E.g. Accounting Firm A - Location 1, Accounting Firm A - Location 2, etc.

I assumed we would use the Structure and Contacts Detail section, but I'm not seeing how to associate an individual contact with a particular location, etc. 

Is this the best approach?  Any instructions on associating a contact with one of these offices?

Hi community,

our client is asking for a way to filter a second detail when selecting one of the records on a first detail list. In screenshot below, they want to list on the Benefit Stream list only the Benefits from the Claimant Test selected on the first detail.

Appreciate any assistance.

Hello Community!

I need convert a decimal and show it in percentage format in the word file. How can do it?

Hello community,

my client is aiming to change the default document storage for attachments on every objects (Accounts, Contacts, Leads, Opportunities, Products, and Invoices) to Azure environment. 

They already have SSO for that Azure environment.

How could we handle this?

Thanks,

Hi,

I want to set the default search for custom section

Regards,

Sunitha

Hi community, good morning.

I am looking for a way to bulk upload files and attach them to specific Products. I know we are not supposed to do so using the out-of-box data import.

Is there any option for it?

What would be the best practices?

Thanks

Hi. I'd like to have a Dashboard with additional Quick filters. The standard Pipeline Dashboard comes with a date-picker Quick-filter.

I'd like the standard Dashboard, with a By Owner, Quick filter.

In the chapter about the Sales Pipeline Dashboard in the Academy, there is a note about Quick filters at the very bottom of the article. But I can't figure out how to add quick filters to the Pipeline Dashboard.

https://academy.bpmonline.com/documents/base/7-13/sales-pipeline-dashbo…

https://academy.bpmonline.com/documents/base/7-13/quick-filter