What object do I have to bind to bind the default section view for a custom section to my package?

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Dear Jonas,

 

It is not possible to bind 'Default section view' since there is such option. If you need to bind the columns settings of the section, you can use SysProfileData object. Here is a simple guide in different community post:

https://community.creatio.com/articles/how-bind-column-setup-without-glbdatabinding-package

 

Regards,

Dean

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we upgraded on on-prem sales creatio to 7.15.2 and now the GlbDataBinding application fails upon installation.

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Dear Kumar,

 

During the installation process the application is compiled. If the application cannot be compiled due to some errors, not related to the GlbDataBinding tool, the installation process will fail as well. Therefore, please make sure you can compile the application without any errors and after that install the marketplace package.

 

Regards,

Dean 

Dean Parrett,

 

I did that and for reason I keep getting this error. Any thoughts?

Kumar,

 

Try to delete the installed marketplace package, compile the whole system and re-install the GlbDataBinding package again.

That should help.

 

Regards,

Dean

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Hi,

 

I'm going through initial setup tutorial https://academy.creatio.com/getting-started , but i can't find information how to add this initial settings to the package in case to transfer them from local env to test cloud env.

So my thought is, what is the best practice to make this setup ? I know that i can (and how to do this) add settings to the package, workspaces, lookups and that all required records for schemas are added automatically. But for example i don't know what data binding should be added in case of logo castomisation - SysSettings and SysImage or maybe this example should be settings on each env separately instead of installing package ?

 

Is there any deeper documentation that this one https://academy.creatio.com/documents/technic-sdk/7-15/binding-data-packages ,or even that documentation of tables which could be binding to package in case of system settings ?

Regards,

Marcin Kott

 

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Hello,

There is another article that describes the process of data binding to packages and can be found here. It is not as informative as it should be but it contains additional information on data binding. Also there is a free marketplace app that makes data binding process much more easier and here is the link to it (makes the process of system settings binding much more easier).

Best regards,

Oscar

Oscar Dylan,

 Thank You for help.

Regards,

Marcin

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Hi,

Does anyone know how can I bind a static folder (created e.g. in Lookup Manager) to my package? GlbDataBinding lacks such option.

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Dear Artur, 

You can bind a record of the <SectionName>Folder (e.g. ContactFolder) with the filter: name = "Your folder's name", and bind records from <SectionName>InFolder (e.g. ContactInFolder) with FolderId = Id of the folder chosen above. 

Here is an academy page for data binding: 

https://academy.creatio.com/documents/technic-sdk/7-15/binding-data-packages

Best regards, 

Dennis 

Dear Artur, 

You can bind a record of the <SectionName>Folder (e.g. ContactFolder) with the filter: name = "Your folder's name", and bind records from <SectionName>InFolder (e.g. ContactInFolder) with FolderId = Id of the folder chosen above. 

Here is an academy page for data binding: 

https://academy.creatio.com/documents/technic-sdk/7-15/binding-data-packages

Best regards, 

Dennis 

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Hi , 

 

I want to automatically bind the contact to Bpm'Online whenever I get a reply on the bulk email sent . 

 

Please help how to proceed with the process ?

 

Thanks

Shailey 

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Hello,

You can synchronize email from which bulk emails are set into BPM'online. Thus all reply will be added to the system automatically and emails will be connected to the contacts that sent them

Best regards,

Angela

Angela Reyes,

Thanks Angela! 

 

Mail sent from the synchronised mail box is already attached to the contacts . I want to know if I want to attach their replies also . I want to track the communication transactions.

Let's Say I am offering certain service and sending bulk emails. If a Contact replies me saying : I am interested in the services , I would like to automatically bind the communications received, bind contact and set them as my Lead. How can I do this ?

Thanks 

Shailey 

Shailey,

Starting from version 7.14.1 new functionality will be added to campaigns section and it might help you to implement your solution. If contact clicks certain link in your bulk email system will create new lead accordingly to the campaign settings. 

As for now there is no such functionality that will allow to track contact replies in the campaign. Our R&D team already has a task to implement this feature in future releases. 

Best regards,

Angela

Angela Reyes,

Thanks Angela! :) 

So meanwhile can we implement it using a Business process ? How to proceed for that ? Can u please help on this . 

 

Thanks

Shailey 

Shailey,

You can check the process that creates cases and copy it, but use Lead object instead. Also you can create a simple process that will be triggered when new Activity is added, type = Email, sent to %yourmailbox%, read this email and create or modify lead accordingly. 

Angela Reyes,

Thanks Angela , you are helping me a lot ! 

Could you please help me with the case name that u mentioned to copy .

Also , to create  the simple process , how do we ensure an activity is getting created when the email is received ? where is the field 'Sent to' ? DO I need to set up a variable for %yourmailbox% ? 

 

Shailey,

It will be better to create new fresh process instead of copying exiting one. Emails are activities, so you can use Activity object - it contains "To" field.

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Hi team

I need help in transferring my application package from Development to Test.

I am getting errors and the Application install from Zip file fails. The error relates to Data Binding.

This is my first application that I have configured and customised on bpm online studio. I see in configuration part, the system creates different data binding objects.

I created data bindings for my lookup contents and lookup objects.

What I need help with is to know: List of the objects I need to create data bindings for and what system carry's over as default.

For example:

The system properties, operation properties. Do I need to Data Bind the object and the property.

The Dashboards/Charts in custom sections etc

I have installed the Data Binding tool available on the bpm online market place

 

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Hi Can anyone provide a little help please . thank you...

 

Hi!

In general, if an object you created or modified contains data in it data from this object must be binded to a package. For example if you created new lookup field data from this field must be transferred. This also includes new sections, details, system settings. This article can be useful for you: https://community.bpmonline.com/articles/detailed-description-system-tables-and-tips-their-data-binding. If you made any changes in section wizard, data from SysModuleEdit, SysSchemas and SysModuleEntity tables must be included as well. Usually error in the logs points what data is missing and it can be easily tracked and fixed. 

Best regards,

Angela

Thank you Angela. The article is very good and has provided me some answers regarding what should be included in data binding when deploying packages.

I am assuming I can remove all existing data bindings in Data tab and follow the article to add the data bindings again.

Are you able to provide clarification on the following:

I added some data bindings but there are quite a few I did not added (system added and I noticed it has some of the custom objects I created and then deleted from the package). If I delete all data bindings and then run compile all function would the required system data bindings will get added by system and I would only need to add the custom objects as per the document link you provided.

Thank you 

Waseem

 

Waseem Ishaq,

I would not recommend deleting anything from there unless you understand what data will be deleted and how it will affect the package. As I already mentioned, investigate installation logs - they must have data about missing values. 

Best regards,

Angela

Angela Reyes,

Thank you Angela. The log points to SysAdminUnitInWorkplace object with 6 Errors. Please see one of the Error text below.

2019-04-25 04:43:06,999 Error occurred while installing data "WiSysWorkplaceAdminUnits_41b796040a924d7188a062308589a57b" in package "Jobs". UId 5d313e72-174e-4068-a8d5-2308aa4365be: The UPDATE statement conflicted with the FOREIGN KEY constraint "FKmlE1TzlpVsXTth5hSlvtUUtQ". The conflict occurred in database "test-campbellcorporateservices", table "dbo.SysAdminUnit", column 'Id'.

The statement has been terminated.

UPDATE [dbo].[SysAdminUnitInWorkplace] WITH(ROWLOCK)

SET

    [ModifiedOn] = CONVERT(DATETIME, '2019-04-25 04:43:06.983', 121),

    [ModifiedById] = '{410006E1-CA4E-4502-A9EC-E54D922D2C00}',

    [SysWorkplaceId] = '{79770671-CDE2-4C0F-9078-A4FF68703DEF}',

    [SysAdminUnitId] = '{CBD52603-2DD9-49E7-8F5B-9B7A5175558B}'

WHERE

    [Id] = '{BB55A2E0-5747-4758-92EA-3FD87C561859}'

Waseem Ishaq,

From the error I can see that when the system tries to update 

SysAdminUnitInWorkplace it cannot do it because of some FK exception. To investigate why it happened search for all elements of the error message in the DB. It looks like that something from SysAdminUnit table is missing - it can be role or user.

Hi Angela

Thank you for your assistance I have successfully deployed the application to test.

My initial testing reveals I did not package Dashboards and Word Printables? Any suggestion..

How do I Bind Dashboards and Word Printables.

Thank tou Waseem Ishaq

Waseem Ishaq,

You can use 

https://marketplace.bpmonline.com/app/data-binding-tool application to bind data from daschoards and printables to you package. Just use "Bind data" button on the sections you want to bind. 

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Understanding of core system tables are really important for a successful work with bpm'online on advanced level. Especially, if you work as a system administrator or a developer. The article in the attached file can be useful if you want to gain more knowledge on the topic. 

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Hi,

I have on-premise installation of bpmonline by local vendor.

however when I do verify configuration check, it showing list of error on data binding.

 

how to fix this ?

I tried to delete it but it showing this message:

 

Thank you

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Dear Antonius, 

Please contact your vendor or our support regarding this issue. Our support email is support@bpmonline.com We will be happy to help you! 

Regards, 

Anastasia

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Hi All,

I just carried out package installation from one environment to another but all the changes are not reflecting in the  target environment. For example, the organization role in the source environment did not move across to the target environment. I tried to delete the organizational role in target environment to be able to run a script but i got a message saying I should contact system administrator.

Also, all the lookup in source environment did not move to target environment despite the fact that i bounded all lookup data. How do I correctly bind lookups, system setting, system setting values, roles, workplace to the package.

Any advise will be highly appreciated.

 

 

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Dear Adebola, 

you can use the following article: https://academy.bpmonline.com/documents/technic-sdkmp/7-9/binding-data-…

Your lookup data probably wasn`t copied because you didn't check 'Make copy' checkbox on the field you need in that object. 

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