Is it possible to roll up the monthly forecast to quarterly level easily? I have given forecasting at "customer need" dimension "Monthly". Once Apr, May & Jun Data is entered, can i give another "quarterly" forecasting view where the Q1 is populated based on the monthly forecast entered? Is there any quick provision for this? where are the forecast values stored in? which is the object name?

Hi,

Is it possible to add custom styles for forecast page ?

i followed 

https://community.bpmonline.com/articles/how-add-or-edit-css-style

I did the first step. But I dint find the replacing client module for forecast page, in order to embed the css file name . Please help.

Thank you in advance

Hi all

Does someone have an example of taking attachment and saving it as a file on an FTP server ?

I want to create a process that when user attach a file, the file will be saved automatically on a local drive.

Thanks

Hi community

I made a trigger on a lookup field using this attribute:

"UsrAmazonWarehouseAddress":{
    "dependencies": [
        {
            "columns": ["UsrAmazonWarehouseAddress"],
            "methodName": "onAmazonWharehouseChange"
        }
    ]
},

The thing is that this trigger is fired only if the user choose value by cliking it on the popup window. If the user uses only the keyboard without openning the lookup window, the trigger is not fired.

Any ideas on how to catch the evet of changing the lookup ?

Thanks

Hello Community!

Some time ago I developed a functionality  on a custom package oriented to the version

bpmonline sales enterprise & marketing & service enterprise 7.11.0 being that the development was related to service entities, Marketing and Sales.

Currently I need to upload that development to an environment in bpmonline sales team 7.13.1, and when i try to install my package gives me an error that does not find certain dependent packages for example MarketingSoftkeyEnu.

What is the process that should be followed to implement it and obviously get out the functionality associated with entities of the marketing and service module?

By chance I have installed and unlocked the package in another environment bpmonline sales enterprise & marketing & service enterprise 7.12, where I have another development package. I made a copy of that environment and tried:

1. Set the imported package as a defect and its corresponding prefix

2. Remove items from the package associated with marketing and service

3. Remove fields from lookups in schemas that are related to those entities

4. Eliminate package dependencies: MarketingSoftkeyEnu & ServiceEnterpriseSoftkey

At this point:

* When I try to make changes to an entity and save the changes I get the following error:

Error while saving: Collection item with unique identifier "{AE0E45CA-C495-4FE7-A39D-3AB7278E1617}" not found.

When trying to generate code, compile, etc. I ended up giving the following error:

Unexpected character encountered while parsing value: =. Path '', line 0, position 0.

* Export the package and try to install the package into bpmonline sales team getting same error as the previous one.

Thank you!

Have a nice weekend

Regards

Does the "Exclude from folder" option here not work for Dynamic Folders?

I have a bunch of dynamic and static folders. "Exclude from folder" is working for Static folder but can't seem to make it work for Dynamic folders.

Not sure if that's even possible. Looking for some information.

Thanks in advance.

Regards,

AK

I have a function in the Quote page that overrides generatePrintForm() from PrintReportUtilities (to automatically save the record prior to printing).  The overridden function only fires under certain circumstances; I've used console logging to confirm that it isn't called at all in others.  As best I can tell, this matches up to the difference between this mode (green button), when the record is opened from a link in another record or the page is refreshed after being opened from the section list:

And this mode (blue button), when the record is opened directly from the section list and not refreshed:

In the first mode, the function is called properly upon attempting to print; in the second, it isn't called at all.  What exactly is the difference between these two modes, and is there a way to tell from the backend?  (Or alternately, any way to ensure the record is always opened in the first mode?)

Hi,

I have reported to BPM support under ticket ref: #SR-0797073 an issue I have found with using Outlook calendars that sync with BPM.

When marking within Outlook a meeting/event as Private, this is used to prevent users who have access to view (read) your calendar that you are busy, but does not show the subject or body content of that event as you have marked it not to be visible to anyone else.

However, when that event is sync'd to BPM and is shown in your calendar within the BPM calendar screen the full subject and message body is displayed. Therefore, BPM is not maintaining the secure status of that event and preventing other users seeing what you do not wish to share.

I am posting this on here, as so far all I am getting is that they will look into this and I consider this to be a serious security issue with sensitive information being displayed by BPM that should not be.

I have a requirement to write a webservice to POST the data from “VwContactRelationship” table.

But am unable to return the collection result(giving error in postman).

Please help me 

Thanks in advance.

Hi,

I will have to auto populate/bind a lookup column based on other column value.

My scenario is : I have added a lookup object UsrTerritory -- Values are Domestic & International

I have added a column with the above lookup reference in Account called "UsrTerritory".

This column should auto bind to domestic if the country is india, else to international.

In Edit page I have mentioned like 

attributes: {

             "UsrTerritory":

            {

                dataValueType: Terrasoft.DataValueType.LOOKUP,

                dependencies: [

                    {

                        columns: ["Country"],

                        methodName: "GetTerritoryDetails"

                    }

                ]

            },

        },

    GetTerritoryDetails :function()

            {

                //var Country = this.get("Country").displayValue;

                 

                var esqOrder = this.Ext.create("Terrasoft.EntitySchemaQuery", {

                    rootSchemaName: "UsrTerritory"

                });

                esqOrder.addColumn("Id");

                esqOrder.addColumn("Name");

                

                var DomesticValue,InternationValue;

                    esqOrder.getEntityCollection(function (result) {

                         if (!result.success) {

                            this.showInformationDialog("Data query error");

                        return;

                         }

                        result.collection.each(function (item) {

                            if(item.get("Name") === "Domestic"){

                            DomesticValue = item.get("Id");

                            }

                            if(item.get("Name") === "International"){

                            InternationValue = item.get("Id");

                            }

                        });

                        if(this.get("Country").displayValue ==="India")

                        {

                            this.set("UsrTerritory", DomesticValue);

                        }

                        else{

                            this.set("UsrTerritory", InternationValue);

                        }

                    }, this);

            

            }

But am unable to achive in binding the column. It says undefined.

Please help