Hi Community,

Any idea how we can show tool tip on mouse hover for action buttons on Section grid

          {

                "operation": "merge",

                "name": "DataGridActiveRowOpenAction",

                "parentName": "DataGrid",

                "propertyName": "activeRowActions",

                "values": {

                    "className": "Terrasoft.Button",

                    "style": Terrasoft.controls.ButtonEnums.style.BLUE,

                    "caption": "Open",

                    "tag": "Open",

                    "visible": true

                },

            },

 

 

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Dear Fulgen,

There is a perfect Academy article here that will fit your needs. This article describes how to add pop-up hints to buttons and will be very useful for you.

Best regards,

Oscar

Hi Oscar!

I tried using the code written in the article and I can see the tooltip only for one time, if I navigate to another contact or cancel and then go back the tooltip does not appear anymore.

If I refresh the page it shoes it again but only if refreshed the contact edit page and again the minute I leave the page I can't see it anymore until refreshing again.

Can you or someone else advise?

Oscar Dylan,

Chani Karel,

Hello!

 

Can you please provide us with the code itself that you've used when creating tips? To which entity have you added the tip?

 

I've added a test tip to the contact email address column and it is displayed correctly and doesn't disappear:

{
				"operation": "merge",
				"name": "AccountEmail",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 5
					},
                  "tip": {
                    "content": { "bindTo": "Resources.Strings.EmailTipContent" },
                    "displayMode": Terrasoft.controls.TipEnums.displayMode.WIDE
                  }
				}
			},

Best regards,

Oscar

Oscar Dylan,

Hi, Thank you!

I add the tip to the save button of the opportunity entity.

this is the code I use :

 

    "operation": "merge",

                "parentName": "LeftContainer",

                "propertyName": "items",

                "name": "SaveButton",

                "values": {

                    // Pop-up hint for a button.

                    "hint": { "bindTo": "Resources.Strings.ToolTip" } ,

                }

 

The code you provided is for a field tooltip, that one works from the article too.

The problem happens only with the tooltip for button.

In the article the button is example # 1 and the field is example # 2.

Thank you so much!

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  1. Get the Usr code of the edit page that the field is on.
    1. Open a record in the section to the edit page that you want to update. The link will appear in the format https:// /0/Nui/ViewModule.aspx#CardModuleV2//edit/
  2. Open dev: https:///0/dev
  3. Search for the Usr code of the edit page by Title.
  4. Double click on the page object to open the Schema.
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It would be very helpful if fields that are hidden by business rules did not create white space in the edit page, or if there were at least a setting for this behavior.

1 comments

Dear Janine,

Thank you for the feedback. There are no any setting to change this behavior. We will forward your idea to our R&D team for further consideration and implementation in the future application releases. Thank you for helping us to improve our product. 

Best reg

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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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How do I use the Add data System action to add a link in the Attachments of a section?

For example, I tried to add a link to an object being approved in the Katerra Approvals section to the Attachments of the Katerra Approvals record with the following setting and the link attachment was not created.

 

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Dear Janine,

Please change the type to "Link": [#Lookup.Attachment Type.Link#].

This will solve the issue.

Regards,

Anastasia

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Did the way that links are recognized in text fields change?  I though that previously, string fields that had URLs in them automatically became active links, but that's not the case now.  Was that moved to a configuration or setting in the newest version?

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Dear Janine,

There was no logic in the application that makes string fields clickable by default - they could be (and they are now in 7.14.0) clickable whne you put this string field into the list of columns displayed in the section (if you have http:// or https:// specified at the begining of this field).

I will create a request so they could create a logic that could activate link displaying for string fields values using section wizard on the edit page of the record. As for now please use this article https://community.bpmonline.com/articles/creating-custom-web-link-field so to make needed fields clickable.

Best regards,

Oscar

Although I have coded in Visual Studio .NET, I have done no development in bpm'online. How do I develop the diff property and add code to the methods property?

Janine White,

Janine in this case you need to contact your account manager and ask him/her to find a partner who could develop this logic for you.

Best regards,

Oscar

Here is another page describing how to make a clickable link out of a string:

https://community.bpmonline.com/questions/hyperlink-fields

Oscar Dylan,

I figured out how to implement this and wrote an article for it at 

https://community.bpmonline.com/articles/how-make-url-string-field-clickable-hyperlink.  The question I still have about this is that converter passes the same text to both the url and caption.  How do you set the url and caption from different fields, so that it looks and functions like most links, which don't display the URL? Is there syntax to pass two parameters to a method, either by passing two fields into the converter or using multiple converters or bindTos, so that I can set the url and caption from different fields?

 

Janine White,

The  getUsrURLpageLink returns an object with two parameters. You can adjust the value, which is passed to the parameter. URL parameter will store the link. Caption parameter will be set to value from other field. 

Therefore, retrieve the needed value before return and use it in the caption parameter. The method will look somewhat like this:

getUsrURLpageLink: function(value) {
                var caption = this.get("Field");
                return {
                        "url": value,
                        "caption": caption
                };
        }

Regards,

Anastasia

Anastasia Botezat,

Thanks!

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Hi Community,

What our client wants is every time the user logs in to the system the Side bar/ left panel is collapsed by default. How we can possibly do this?

 

 

 

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Dear Fulgen,

Please take a look at LeftPanelUtilitiesV2 module. There you can find such methods as initCollapsedState and getDefaultCollapsed. You can replace this module to override basic functionality, so to set collapsed state by default.

Regards,

Anastasia

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Hi Community,

Any idea how I can disable or skip this unsaved changes warning on a specific page.

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Hello Fulgen,

However, this part of functionality is not something that is recommended to modify.

In case it is necessary to remove this window, you may simply override logic that is responsible for this part of functionality. 

Please note on schema "BasePageV2" in package "NUI".  More presisely, methods onCanBeDestroyed, setNotBeDestroyedConfig Please debug it to understand how the functionality should be modified in your case.

Also if you will decide to override this methods, please be careful not to affect other functionality.



Best regards,

Alex

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I want to use a JQuery plugin that adds an emoticon pop up dialog next to a text area, to use it in a text field in a page. 



I believe I have to create a custom control extending the BaseEdit or TextEdit (which one should I extend?).



How can I include the two files (.css and js) that I need to include in order to work?

I need a high level approach to start the task. Thanks.

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Dear Ignacio,

Please see the articles below, there you can find the instructions on extending existing controls and how to created your custom control:

https://academy.bpmonline.com/documents/technic-sdk/7-13/how-add-custom-logic-existing-controls

https://community.bpmonline.com/articles/how-create-custom-control-element

As for the extending the BaseEdit or TextEdit, you can choose any of them based on your needs. I would recommend to open each of them, check the functionality they are offering and decide which one would fit better considering your business task and plugin.

As for the CSS styles, please see the following thread with the instructions on creating custom styles.

Regards,

Anastasia

Anastasia Botezat,

Thank you very much for your help Anastasia.

I don't see the CSS thread you are mentioning in your answer.

Thanks again.

Ignacio.

Ignacio Alvarez,

I apologize, seems the link didn’t get inserted. Here it is:

https://community.bpmonline.com/questions/how-add-custom-style-control-page-based-condition

Hope you will find it helpful! 

Regards, 

Anastasia

Anastasia Botezat,

Thanks Anastasia!

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Hello, has anyone else found an issue with email sync where ALL emails will get posted to your company's Account record on the history tab? Since all internal employees are part of our company's account, this means if our employees sync our O365 email accounts with bpm'online, then ALL emails are visible to ALL employees. This could be problematic if a manager is using email to discuss one of their employees compensation or performance.

Does anyone have any suggestions how to avoid this issue?

We like email sync for the visibility and history of communication between our company employees and our clients. However the caveat of intra-company emails being seen by all is not ideal.

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Dear Mitch,

There is no such out-of-the-box functionality that wold record the emails on the Our Company account. It seems like you have some custom Email detail that is based on Contact object. The default settings are as follows http://prntscr.com/nfuwza

Most likely the current one is based on contact object. Please make sure you have the correct detail. 

Best regards,

Dean

Dean Parrett,

We are using the out of the box email detail, the same as what you show in your screenshot. Since I am a contact in our instance, and my company is my account connected to my contact record, any email that syncs from my O365 outlook account to bpm is shown in the email detail on the account page history tab. Access for all of our users is open for accounts and contacts, this means every user can see every email for everyone. For this reason we have stopped using email sync and have instead started using the SmartCloud Connect Marketplace Add-in for Outlook.

Dear Mitch,

We've tried to recreate the same behavior but no emails getting posted in the account history. In this respect, I'd like to suggest you to approach our support team via support@bpmonline.com and investigate the issue in your particular environment.

Best regards,

Dean

Dean Parrett,

I can do that, but isn't this very basic functionality of bpm? If a email enters bpm'online via email sync, and sender's email belongs to a contact in the system, the email gets recorded as an email type activity and that activity record automatically inherits the connections of the contact and account.

We rely on this functionality for case creation, if a contact sends an email to create a case, the case gets created and the contact and account columns get filled in automatically. The problem is this also leads to our own internal emails all getting recorded if we use email sync for our own internal email accounts.

Dear Mitch,

Yes, linking the emails is a basic functionality but the problem here might be in the access rights. Therefore, it is better to approach our support team to have a closer look into the permissions settings to make sure you are provided with the correct solution. Also there might be a change that indeed it is some bug and we would need to investigate it.

Best regards,

Dean

Mitch Kaschub,

Hey Mitch - wondering what was the outcome of this? We are seeing similar issues on our side. 

Hi Alex, here is the resolution provided to me from my support case I had opened:

"Dear Mitch,



There is a feature called MailboxRightsForEmail. This feature divides emails and activities and grant different rights for them. This feature is currently disabled so all emails have the same access rights as activities - thus all users can see all emails. We can enable it on your instance but it will lead to mass data loss if the access rights are not set up. By saying that I mean that if there are users who must see certain emails they will not see it anymore if mailbox is not shared. So before we enable that feature please go through all mailboxes that exist in the system and make sure that all users have proper access rights for them."

 

I intend to explore this feature in a test environment to see how to use it and how well it works. In the interim, our solution is to use the outlook Add-in called "Smartcloud Connect for bpmonline" where users can push one specific targeted email to bpm from their outlook mailbox.

Alex Zarate,

see response above.

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