Symptoms

Some fields are not populated when importing data from Excel. For example, the [Account], [Contact] fields remain unpopulated in leads, and the [Surname], [MiddleName] fields remain empty in contacts.

Cause

The problem can appear in versions 7.6.0.1400 and below, mainly for English localization. But it can also occur in Russion localization, if a user adds object fields with captions that match the names of already existing fields. Basically, this is the core of the issue: an object contains different fields, whose captions match. During import, bpm'online selects the first field and populates it with data. The other field remains unpopulated. A typical example is the "Lead" object in English localization: it contains the "Account name" (Account) field and the "Account" field.

Solution

The simplest way to solve the problem without attracting developers is to change the field captions in the object and the column names in the imported file to avoid matching names as described above.

The other option is upgrading bpm'online to a later version.

Symptoms

The problem appears when several edit pages are specified for a section that the field refers to. The first edit page opens for any value.

Cause

Incorrect hyperlink as per the field data.

Solution

The problem was fixed in the latest versions of 7.6.0 and starting from 7.7.0. It often happens though, that a customer cannot update to these versions due to different reasons. In this case, we suggest the following solution: create a replacing client module for the BasePageV2 schema and insert the following code therein:

define("BasePageV2", ["terrasoft"], function(Terrasoft) {
	return {
		methods: {
			/** * @inheritdoc Terrasoft.BasePageV2#getEntitySchemaQuery * @overridden */
			getEntitySchemaQuery: function() {
				var esq = this.callParent(arguments);
				this.Terrasoft.each(this.columns, function(column) {
					if ((column.type === Terrasoft.ViewModelColumnType.ENTITY_COLUMN) && column.referenceSchemaName) {
						var referenceSchema = Terrasoft.configuration.EntityStructure[column.referenceSchemaName];
						var attributeValue = referenceSchema && referenceSchema.attribute;
						var columnPath = attributeValue && (column.name + "." + attributeValue);
						if (columnPath && !esq.columns.contains(columnPath)) {
							esq.addColumn(columnPath);
						}
					}
				}, this);
				return esq;
			},
 
			/** * @inheritdoc Terrasoft.BasePageV2#setColumnValues * @overridden */
			setColumnValues: function(entity) {
				this.Terrasoft.each(this.columns, function(column) {
					if ((column.type === Terrasoft.ViewModelColumnType.ENTITY_COLUMN) && column.referenceSchemaName) {
						var columnName = column.name;
						var lookupValue = entity.get(columnName);
						if (!Ext.isEmpty(lookupValue)) {
							var referenceSchema = Terrasoft.configuration.EntityStructure[column.referenceSchemaName];
							var attributeValue = referenceSchema && referenceSchema.attribute;
							var columnPath = attributeValue && (columnName + "." + attributeValue);
							if (columnPath) {
								var entityLookupValue = entity.get(columnPath);
								lookupValue[attributeValue] = entityLookupValue;
								this.set(columnPath, entityLookupValue);
							}
						}
					}
				}, this);
				this.callParent(arguments);
			}
		},
		diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/
	};
});

The necessary conditions and possible restrictions

When updating to versions in which the problem is already fixed, delete the above described replacing from the custom package.

Problem

There is a field:

{
   "operation": "insert",
   "name": "UsrJob",
   "values": {
      "layout": {"column": 0, "row": 0, "colSpan": 12},
      "bindTo": "UsrJob"
   },
   "parentName": "Header",
   "propertyName": "items"
}

The attribute property contains subscription to the event

"Job": {
   dependencies: [{ 
      columns: ["UsrJob"],
      methodName: "jobChanged"
   }]
}

The jobChanged() method does not receive UsrJob value when the field is changed. The page schema is inherited from BasePageV2.

Cause

The user overrode the method of the onEntityInitialized() parent schema in the created schema as follows:

onEntityInitialized: function() {
   this.set("IsChanged", true);
   if (this.isAddMode()) {
      this.hideBodyMask();
      return;
   }
   var forecastId = (this.isCopyMode())
   ? this.get("SourceEntityPrimaryColumnValue")
   : this.get("Id");
   if (!Ext.isEmpty(forecastId)) {
      var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
      rootSchemaName: "UsrForecastDimension",
      rowCount: 1
   });
   esq.addColumn("Id");
   esq.addColumn("UsrDimension");
   esq.filters.add("ForecastFilter", Terrasoft.createColumnFilterWithParameter(
      Terrasoft.ComparisonType.EQUAL, "UsrForecast", forecastId));
   esq.getEntityCollection(function(response) {
      if (response && response.success) {
         var collection = response.collection;
         if (collection.getCount() > 0) {
            var collectionItems = collection.getItems();
            var dimensionItem = collectionItems[0];
            var dimension = dimensionItem.get("UsrDimension");
            this.set("UsrDimension", dimension);
         }
      }
      this.hideBodyMask();
      }, this);
   }
},

The onEntityInitialized() method of the base schema was not called.

Solution

In the replacing method, add the following string:

this.callParent(arguments);

Problem

I get the "Invalid object name 'dbo.SysAccountLog' " error when I save a record in the [Accounts] section.

Cause

The error was caused by the selected "Update change log" checkbox in the properties of the [Account] replacing object, i.e., the change log was configured incorrectly in this object. 

Solution

Open the replacing object, deselect the "Update change log" checkbox and publish the object. If you need the [Account] object to be logged, set up the corresponding object in the [Change log] section. Learn more at https://academy.bpmonline.com/documents/administration/7-12/change-log-…

Necessary permissions

Admin rights are needed

Question

Which IIS settings should be edited to change the session duration? What values are set now?

Answer

Select the "Advanced settings" option on the right part of the window.

Edit the "Connection time-out" value in the settings.

 

Question

How can I pass infromation from ModalBox?

Answer

1) Crreate a MoalBox page - "Model schema of the page view" without specifying the parent schema:

define("UsrMyModalPage", ["ModalBox"], function(ModalBox) {
	return {
		attributes: {
			"TestText": {
				dataValueType: Terrasoft.DataValueType.TEXT,
				type: Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN
			}
		},
		messages: {
			"DataFromModal": {
				mode: Terrasoft.MessageMode.PTP,
				direction: Terrasoft.MessageDirectionType.PUBLISH
			}
		},
		methods: {
			init: function(callback, scope) {
				this.callParent(arguments);
			},
			onRender: function() {
			},
			onCloseButtonClick: function() {
				this.sandbox.publish("DataFromModal", { test: this.get("TestText") }, [this.sandbox.id]);
				ModalBox.close();
			}
		},
		diff: [
			{
				"operation": "insert",
				"name": "MyContainer",
				"propertyName": "items",
				"values": {
					"itemType": Terrasoft.ViewItemType.CONTAINER,
					"items": []
				}
			},
			{
				"operation": "insert",
				"parentName": "MyContainer",
				"propertyName": "items",
				"name": "MyGridContainer",
				"values": {
					"itemType": Terrasoft.ViewItemType.GRID_LAYOUT,
					"items": []
				}
			},
			{
				"operation": "insert",
				"parentName": "MyGridContainer",
				"propertyName": "items",
				"name": "TestText",
				"values": {
					"bindTo": "TestText",
					"caption": "Test text",
					"layout": {"column": 0, "row": 0, "colSpan": 10}
				}
			},
			{
				"operation": "insert",
				"parentName": "MyGridContainer",
				"name": "CloseButton",
				"propertyName": "items",
				"values": {
					"itemType": Terrasoft.ViewItemType.BUTTON,
					"style": Terrasoft.controls.ButtonEnums.style.BLUE,
					"click": {bindTo: "onCloseButtonClick"},
					"markerValue": "CloseButton",
					"caption": "OK",
					"layout": { "column": 0, "row": 1, "colSpan": 3 }
				}
			}
		]
	};
});

2) Create the ModalBox module - "Module" with a single dependancy from the above mentioned page.

define("UsrMyModalModule", ["ModalBox", "BaseSchemaModuleV2"],
		function(ModalBox) {
	Ext.define("Terrasoft.configuration.UsrMyModalModule", {
		extend: "Terrasoft.BaseSchemaModule",
		alternateClassName: "Terrasoft.UsrMyModalModule",
		/** * @inheritDoc Terrasoft.BaseSchemaModule#generateViewContainerId * @overridden */
		generateViewContainerId: false,
		/** * @inheritDoc Terrasoft.BaseSchemaModule#initSchemaName * @overridden */
		initSchemaName: function() {
			this.schemaName = "UsrMyModalPage";
		},
		/** * @inheritDoc Terrasoft.BaseSchemaModule#initHistoryState * @overridden */
		initHistoryState: Terrasoft.emptyFn,
	});
	return Terrasoft.UsrMyModalModule;
});

3) Create a replacing edit page for adding the created ModalBox:

define("ContactPageV2", ["ContactPageV2Resources", "GeneralDetails", "ModalBox"],
function(resources, GeneralDetails, ModalBox) {
	return {
		entitySchemaName: "Contact",
		messages: {
			"DataFromModal": {
				mode: Terrasoft.MessageMode.PTP,
				direction: Terrasoft.MessageDirectionType.SUBSCRIBE
			}
		},
		details: /**SCHEMA_DETAILS*/{
		}/**SCHEMA_DETAILS*/,
		methods: {
			subscribeSandboxEvents: function() {
				this.callParent(arguments);
				this.sandbox.subscribe("DataFromModal", function(arg) {
					console.log("msg from modal: " + arg.test);
				}, this, [this.sandbox.id + "_" + "UsrMyModalModule"]);
			},
			loadMyModal: function() {
				var sandbox = this.sandbox;
				var config = {
					heightPixels: 420,
					widthPixels: 750
				};
				var moduleName = "UsrMyModalModule";
				var moduleId = sandbox.id + "_" + moduleName;
				var renderTo = ModalBox.show(config, function() {
					sandbox.unloadModule(moduleId, renderTo);
				});
				sandbox.loadModule(moduleName, {
					id: moduleId,
					renderTo: renderTo
				});
			},
			onMyClick: function() {
				this.loadMyModal();
			},
			onEntityInitialized: function() {
				this.callParent(arguments);
			}
		},
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"parentName": "CombinedModeActionButtonsCardContainer",
				"propertyName": "items",
				"name": "MainContactButton",
				"values": {
					"itemType": Terrasoft.ViewItemType.BUTTON,
					"caption": "пыщь-пыщь",
					"click": {"bindTo": "onMyClick"}
				}
			}
		]/**SCHEMA_DIFF*/
	};
});

Steps to enable Dcm for portal users:

1. Create replacing objects "SysDcmSettings", "Dcm library (view)", "Section object", "Case status changed actions" and enable access rights by Operations
   
   
2. Add roles "All employees" and "All portal users" to object permissions for the replacing objects from item 1
   
   
3. Add objects from item 1 into lookup "List of objects available for portal users"
   
   

4. Execute sql-script on your environmemnt

   MERGE INTO SysDcmSettings t1 USING (SELECT 1 id) t2 ON (t1.SysModuleEntityId = '355ec546-d278-4d4b-8bf5-a346b4ca3579')
   WHEN NOT MATCHED THEN INSERT (SysModuleEntityId, StageColumnUId, Filters, DefaultSchemaUId)
   VALUES ('355ec546-d278-4d4b-8bf5-a346b4ca3579', 'a71adaea-3464-4dee-bb4f-c7a535450ad7', N'[{"columnUId":null}]', '3c7d3f4f-a553-4717-909e-6ca5dd6a042f');
   

    

Question

How can I implement tips on the [Connected to] detail?

Answer

The tips for the [Connected to] detail are formed based on the onGetPageTips() method that must be called in the BasePageV2 schema:

To add a custom tip in the [Activities] section, you need to:

1. replace АctivityPageV2
2. add localizable string
3. override the onGetPageTips() method

In the base configuration you can see an example of code in the ContactPageV2 (UIv2) schema:

{
    "operation": "insert",
    "parentName": "Header",
    "propertyName": "items",
    "name": "Owner",
    "values": {
        "layout": {"column": 11, "row": 2, "colSpan": 13},
        "tip": {
            "content": {"bindTo": "Resources.Strings.OwnerTip"}
        }
    }
},

Question

Where can I find information on implementing messages between details via sandbox? 

Answer

Examples of implementing massage exchange between details via sandbox:

1) AccountBillingInfoDetailV2:

define("AccountBillingInfoDetailV2", [], function() {
	return {
		entitySchemaName: "AccountBillingInfo",
		details: /**SCHEMA_DETAILS*/{
		}/**SCHEMA_DETAILS*/,
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "merge",
				"name": "DataGrid",
				"values": {
					"selectRow": {
						"bindTo": "rowSelected"
					}
				}
			}
		]/**SCHEMA_DIFF*/,
		methods: {
			rowSelected: function() {
				this.sandbox.publish("RowSelectedInFirstDetail", { test: "param anything" }, [this.sandbox.id]);
				console.log("rowSelected in first detail...");
			}
		},
		messages: {
			"RowSelectedInFirstDetail": {
				mode: Terrasoft.MessageMode.PTP,
				direction: Terrasoft.MessageDirectionType.PUBLISH
			}
		}
	};
});

2) AccountAddressDetailV2:

define("AccountAddressDetailV2", [], function() {
	return {
		entitySchemaName: "AccountAddress",
		details: /**SCHEMA_DETAILS*/{
		}/**SCHEMA_DETAILS*/,
		diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/,
		methods: {
			init: function() {
				this.sandbox.subscribe("RowSelectedInFirstDetail", function(arg) {
					console.log("test " + arg.test);
				}, this, [this.getSenderSandboxId()]);
			},
			getSenderSandboxId: function() {
				return this.sandbox.id.replace("_AccountAddress", "_AccountBillingInfo");
			}
		},
		messages: {
			"RowSelectedInFirstDetail": {
				mode: Terrasoft.MessageMode.PTP,
				direction: Terrasoft.MessageDirectionType.SUBSCRIBE
			}
		}
	};
});

Case

An arbitrary object, say, an account, has parameter 1, parameter 2 and parameter 3. The object has a detail displaying records of this object type, e.g., accounts that meet the condition "parameter 1 + parameter 2 match the primary record", "parameter 2 + parameter 3 match the primary record", "parameter 1 + parameter 3 match the primary record". The detail enables filtering by several columns. How can I enable UNION, i.e., "summarize" several independent sets of such filters?

Solution

Let's assume we have the following population of the account table:

As per the above description, the page and detail will be populated as follows:

1) The first variant of detial population:

2) The secon variant of detail population. Maybe combining values was meant, in this case the detail and page will be as follows:

"The detail enables filtering by several columns. How can I enable UNION, i.e., "summarize" several independent sets of such filters?"

If the first variant of detail population was meant, then filterGroup in the filtering method on the page will look as follows:

If the second variant of detail population was meant, then filterGroup in the filtering method on the page will look as follows:

Note the mistake in adding groups - the keys are not specified. The correct adding of groups is displayed below:

filterGroup.add(“1”, filterGroup1);
filterGroup.add(“2”, filterGroup2);
filterGroup.add(“3”, filterGroup3);