Dear Julius,

Hope you are doing great today. 

There are no basic tools to set up a default startpage for particular roles, however, you can set up a startpage for a particular user separately. You can go to the System Users section, choose any user and indicate a Home page in the correspondent field - http://prntscr.com/log70b 

Hope it will help.

Best regards,

Dean

Thanks! This is great!

In 7.18.0. Creatio release you can set up a homepage for each work place.

You can find the details in the link below - https://academy.creatio.com/docs/release/release-notes/7180-release-not…

Dear Nikoegor,

To find an account by its address it is better to create a filter like on the screenshot http://prntscr.com/lo4hw6. It ignors "Primary" field and return all accounts that have the specified address. So you need to put all conditions in the inner part of the complex filter. Also to select if the address exists you need to click on "Quantity" button and choose "Exists" from the list like on the screenshot http://prntscr.com/lo4jfy.

Best regards,

Oscar

Wow, it worked. Didn't know about that. Thx a lot! Why is there such a difference from a technical point of view?

The reason is in fact that those two fields are absolutely different: when you go to section wizard of the account you will see that there are lookup field as "Country", "State/province" and etc. You've built a filter that takes data from those fields in Account object, but the object we need is called "AccountAddress" and it contains needed for us information. And that's why we need to build a filter that will take data from the detail itself. You can also check it in database: you have CountryId, CityId, RegionId and other columns in Account table and you have them also in AccountAddress table. it is difficult to say why it is it. You know bpm'online has a long and rich story and I guess there was a period in the application development when there were no details and there was a need to store information on addresses in those fields that are now not used, but they can be selected in the filter and they can be seen in section wizard. It is just my opinion. but from the technical point of view - we just read data from different objects and fields.

Regards,

Oscar

Oscar Dylan,

Yeah, I see. Thank you for the explanation.

Dear Ashwath,

You can create a lookup and add in following Object a new column with type = Image. Then you will need to use the following instruction: https://academy.bpmonline.com/documents/technic-sdk/7-12/how-add-field-… to add an image field to a page. 

You need to change the detail grid and create a functionality that will add the attachment in the way that you need. Please use the "Lead stage" column in the grid in the "Lead" section as an example. 

The article by the links below might help you too.

https://community.bpmonline.com/articles/how-change-cell-color-grid-sec…

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

Sri Saranya, there is no out-of-the-box solution for this. If you want to have such a feature in the system you need to create it on your own. The mentioned articles just show how to modify the system in general. 

Additionally, you can buy a project. This way the company will create the functionality on your instance for an additional fee. Additionally, you can purchase the advisory hours service. This way you'll get your personal technical consultant that will investigate the task and teach you how to create the functionality. 

Hi!

Hope you are doing great today!

You can add a detail with an editable list (it will look like "Product in Order" detail): https://academy.bpmonline.com/documents/technic-sdk/7-13/adding-detail-…

Best regards,

Angela

Dear Ashwath,

As for now there is no such functionality, all logic of the printed forms is tied to sections. I have forwarded your request to our business analysts and suggest them to implement it. Thank you for helping us to make our application better!

Dear Ashwath,

As for now, there is no basic functionality to implement your idea, however we already received multiple similar requests and forwarded to our R&D team. Therefore, you may expect the desired functionality to be available in the upcoming versions of the application. 

Best regards,

Dean

Hello Ashwath,



I`m glad to provide an answer to you. In list view the width of column is fixed, but if information does not fit column, record will expand vertically. In addition titles of columns do not display completely if there no space for it.



Due to that reasons, I recommend to use tile view. For this view, it`s possible to more flexibly adjust the number of displayed columns and their size.



Regards, Alex

Maybe the From address is coming in like something formatted as "<IT Department> its@healthefx.us" instead of just the exact string of "its@healthefx.us". Or possibly it is coming in with upper case letters? Maybe try changing your formula to this?

[#Read Mailbox Email.First item of resulting collection.Sender's email#].ToLower().Contains("its@healthefx.us")

Ryan

Thanks for the response Ryan, I'll give that a try!

Unfortunately a lead was still created today from an email from its@healthefx.us. Any other ideas?

Mitch Kaschub,

Hmm. Maybe try turning on tracing for the process to see what the parameter values look like? https://academy.bpmonline.com/documents/technic-bpms/7-13/how-trace-pro… (be sure not to leave this on for too long since it can impact performance). Or look at the data in the table. This might give some clues to what the value looks like and you can adjust your formula accordingly. 

Sounds like a great suggestion! Thank you. I was wondering how you can view how the values are coming through. I'll review that article and set up tracing. 

As far as the table, I am on the cloud and have "SQL query console" to view it, but how do I find what the name of the table to view is?

Ryan Farley,

 I feel like I am very close. I found the value I am looking for in the tracing as "Sender" however I cannot quite get the formula for my conditional flow right. Could you suggest how to format my formula? Here are screenshots of how I tried to write the formula and the errors I am receiving with those:

If I use:

[#Check the “To” email address.First item of resulting collection.Sender#]=="Information Technology Services <its@healthefx.us>"

If I use:

[#Check the “To” email address.First item of resulting collection.Sender Contact#]=="Information Technology Services <its@healthefx.us>"

Mitch Kaschub,

The "Sender" property has a title of "From". Do you see that in the list? That is the one you want.

Ryan

Ryan Farley,

Yes, I've tried that too and still the issue persists, the conditional gateway is not being satisfied. Here is the formula I tried using "From". It let me save, however this email address is still creating leads.

[#Check the “To” email address.First item of resulting collection.From#]=="Information Technology Services <its@healthefx.us>"

Ryan Farley,

I think I finally got it, my last formula needed the "; " added to the end of the email address. Now that I've added that, it seems to have worked correctly on an email this morning from its@healthefx.us and terminated the process instead of creating the lead. Thanks for your help!

Dear Julius,

Hope you are doing great today.

As for now, the section Forecast works without any issues. Since you face some problems with the section, we have to look through your system settings to identify the reason for them. Therefore, I'd like to suggest you to contact our support team by email support@bpmonline.com for further investigation in your particular environments. 

Best regards,

Dean

I can only get Pipeline values Calculated on Forecasts set to Period type: Year.

Pipeline values are not calculated for any forecast with Period type: Month. These are always zero.

I'll take this info to Support

Dear Julius,

Our support team will be glad to assist you.

Have a great day ahead.

Best regards,

Dean