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.
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.
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.
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.
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.
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.
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.
Depending on your business task, your can make up a business process with AUTO-GENERATED PAGE or PRE-CONFIGURED PAGE elements. Here are some more details on them:
Basically, the application does not support opening small dialog boxes, but you can use auto-generated page with any fields or buttons that you need. It can appear as a separate page but not as a small dialog box.
Auto generated page and pre-configured page will not be acceptable for our client since it will open as full screen. What we want to achieve is only as size as mini page or a dialog box.
How can we open a minipage in client code? maybe we can use mini page, upon clicking a custom button we will load a minipage.
Yes, that would be possible if you are ready to create this window using the development tools. Here are a couple of similar articles that will be helpful.
You can also analyze the the any minipage code and create a custom page that would open up upon your preferred conditions, as in your example upon clicking any button.
I found below dialog box with text field in BPM online after clicking the new email account. Same as below is our requirement, any idea how we can achieve this?
There are no basic tools in the bpmonline that would allow to open similar boxes. However, we suggest you to analyse the 'ModalBox' as well as 'ModalBoxSchemaModule' schemas code and develop your own dialog windows that would pop up under your preferred conditions.
Please take a look at CasesEstimateLabel.js schema. It contains the logic for the indicator. On the CasePage.js schema there is a container (SolutionCaptionProfile) where indicator is rendered.
Please use the code in the CasesEstimateLabel.js schema to create your own module for indicator and then place it on the custom section page.
How do you use the Modify data action to set a String field to null or empty string? I've tried entering "" and String.Empty in the Notes formula and neither worked.
To do that you need to specify "String.Empty" value for this string as a formula in "Modify data" element (like on the screenshot http://prntscr.com/nfh32l).
The only thing that I've found that works is creating a dummy String Parameter that has nothing in it, i.e., Blank Text, then setting the Modify data field that I want to be empty to the dummy parameter.
Please email us to support@bpmonline.com and provide us with the link to the application and with the name of the section where you try to implement this logic and we will take a look closer. We can't reproduce this behavior on our side so we need to see the field you are trying to change and the process that was created on your side that should change this field.
The table that stores all the data about each user section/detail columns sectings, etc is SysProfileData table. You would need find the correct section by Key column in this table and update the SysUserId column with the required role/user id taken from SysAdminUnit table.
And execute below script to create the view in database.
After executing the view, I made sure that there is data by executing select query on that view
After doing this, I tried to display the data of this view in a dashboard list. but unfortunately I am not getting any data from this view object on crm. Am I missing something, any idea how i can fix this issue?
In order to create a view in the system you need to do the following:
1. Create a new object in the system configuration. Give it the same name as view. Set "Represents Structure of Database View" option to true (put a tick); The object should include all columns, that you will add to the view.
2. Run a script to the database to create a view with needed columns.
Please take into account, that structure of columns in the view should match the object columns structure.
Based on your screenshot I can tell, that in the object for the view Contact and Account fields will be lookup type columns and will be referred as [Column name]+Id e.g. UsrContactId, UsrAccountId. However, in the view, you have named them simply UsrContact and UsrAccount. Please check the naming.
Also, as you open dashboards, please open developers console as well (F12). You will see errors indicating which column cannot be found. This will help you to determine the issue.
In order to change the package, please go to system configuration (System designer --> Advanced settings). Find the needed schemas you want to transfer. Open schemas, in the right side panel click on the schema name and choose needed package. Save schema.
The procedure is same for entities ? or is there any procedure or hierarchy i need to follow like first i need to transfer entities followed by module schema and business process . What are the recommended steps ?
Business process are quite independent schemas, you can easily transfer them in the first place, or at the end, it does not matter. The only recommendation is to double check that all lookups and objects, used in the process are "visible" to it. What I mean, is that, for example, you have created a new object, which is in Custom package. However, your other package is higher is the hierarchy and it won't "see" objects from lower package in hierarchy, which is Custom.
Same principal with access to objects and hierarchy goes for objects, which have lookup fields, and as result, dependencies to those objects.
To sum up, the procedure is same for entities, modules and processes. Just keep in mind, that you need to have all needed objects in one package, or in the packages on which your package depends.
To ensure, that you won't have any difficulties along entities transfer, please indicate the package and publish the object. In case or any errors, you will be notified. The other approach is to change package in entities, save them without publish, afterwards click once "compile all items". In any case be sure to compile the application after transfer done.
I have created a Widget, which data is already populating. Any idea how I can filter data and put header labels on the grid and add action buttons on each record in the list.
You can add filtration an captions in the configuration of your custom widget, in case you have created it via new module. In case you use the basic system functionality of List, there is a second tab when configuring the List. where you can apply needed filtration:
In any case you can find the needed widget in the SysDashboard table. In the "Items" column you can find the configuration of your widget. Here you can indicate column captions as well as filtration ("caption". "filterData"). Dashboard configuration looks like this:
{"DashboardGrid":{"parameters":{"caption":"Top emails by audience","sectionBindingColumn":"Id","sectionId":"9de4f21c-e418-4172-9c3a-1bf1ae366b92","entitySchemaName":"BulkEmail","filterData":"{\"className\":\"Terrasoft.FilterGroup\",\"items\":{\"d357f339-ce45-4586-b832-7f2d90808db5\":{\"className\":\"Terrasoft.InFilter\",\"filterType\":4,\"comparisonType\":3,\"isEnabled\":true,\"trimDateTimeParameterToDate\":false,\"leftExpression\":{\"className\":\"Terrasoft.ColumnExpression\",\"expressionType\":0,\"columnPath\":\"Status\"},\"isAggregative\":false,\"key\":\"d357f339-ce45-4586-b832-7f2d90808db5\",\"dataValueType\":10,\"leftExpressionCaption\":\"Status\",\"referenceSchemaName\":\"BulkEmailStatus\",\"rightExpressions\":[{\"className\":\"Terrasoft.ParameterExpression\",\"expressionType\":2,\"parameter\":{\"className\":\"Terrasoft.Parameter\",\"dataValueType\":10,\"value\":{\"Name\":\"Completed\",\"Id\":\"42328932-9ad6-4512-9950-662ffba2c53c\",\"value\":\"42328932-9ad6-4512-9950-662ffba2c53c\",\"displayValue\":\"Completed\"}}},{\"className\":\"Terrasoft.ParameterExpression\",\"expressionType\":2,\"parameter\":{\"className\":\"Terrasoft.Parameter\",\"dataValueType\":10,\"value\":{\"Name\":\"Starting\",\"Id\":\"c6e21ad8-e243-4656-aafc-1312f97c4521\",\"value\":\"c6e21ad8-e243-4656-aafc-1312f97c4521\",\"displayValue\":\"Starting\"}}},{\"className\":\"Terrasoft.ParameterExpression\",\"expressionType\":2,\"parameter\":{\"className\":\"Terrasoft.Parameter\",\"dataValueType\":10,\"value\":{\"Name\":\"In progress\",\"Id\":\"7789ac0c-450b-40a3-b341-3d6b799649b4\",\"value\":\"7789ac0c-450b-40a3-b341-3d6b799649b4\",\"displayValue\":\"In progress\"}}}]}},\"logicalOperation\":0,\"isEnabled\":true,\"filterType\":6,\"rootSchemaName\":\"BulkEmail\",\"key\":\"\"}","style":"widget-navy","orderDirection":2,"orderColumn":"SendCount","rowCount":5,"gridConfig":{"items":[{"bindTo":"Name","caption":"Name","type":"link","position":{"column":0,"colSpan":16,"row":1},"aggregationType":"","metaCaptionPath":"Name","metaPath":"Name","path":"Name","serializedFilter":"{\"className\":\"Terrasoft.FilterGroup\",\"items\":{},\"logicalOperation\":0,\"isEnabled\":true,\"filterType\":6,\"key\":\"\"}"},{"bindTo":"SendStartDate","caption":"Sent on","type":"text","position":{"column":17,"colSpan":5,"row":1},"dataValueType":7,"aggregationType":"","metaCaptionPath":"Started on","metaPath":"SendStartDate","path":"SendStartDate","serializedFilter":"{\"className\":\"Terrasoft.FilterGroup\",\"items\":{},\"logicalOperation\":0,\"isEnabled\":true,\"filterType\":6,\"key\":\"\"}"},{"bindTo":"SendCount","caption":"Sent","position":{"column":22,"colSpan":2,"row":1},"dataValueType":4,"metaPath":"SendCount","path":"SendCount","orderDirection":2,"orderPosition":1}]}},"widgetType":"DashboardGrid"},"DashboardGrid1":{"parameters":{"caption":"Links by number of clicks","sectionBindingColumn":"BulkEmail","sectionId":"9de4f21c-e418-4172-9c3a-1bf1ae366b92","entitySchemaName":"BulkEmailHyperlink","style":"widget-turquoise","orderDirection":2,"orderColumn":"ClicksCount","rowCount":5,"gridConfig":{"items":[{"bindTo":"Url","caption":"URL","type":"link","position":{"column":0,"colSpan":20,"row":1},"dataValueType":1,"aggregationType":"","metaCaptionPath":"URL","metaPath":"Url","path":"Url","serializedFilter":"{\"className\":\"Terrasoft.FilterGroup\",\"items\":{},\"logicalOperation\":0,\"isEnabled\":true,\"filterType\":6,\"key\":\"\"}"},{"bindTo":"ClicksCount","caption":"No. of clicks","position":{"column":20,"colSpan":4,"row":1},"dataValueType":4,"metaPath":"ClicksCount","path":"ClicksCount","orderDirection":2,"orderPosition":1}]}},"widgetType":"DashboardGrid"}
I am trying to create a business rule where date1 should be greate date2 fields and want to stop the form for submission or show some message to user. How is that possible ?
This element is considered outdated and we do not recommend using it or adding it to any section. This is why there is no documentation regarding this feature.
