In the contact section page , when I click on a contact record , it opens in combinet mode, what I want is when I click on any contact record in the contact section page in first time, I want to open the contact record in Edit mode not in combined mode.
- Combined mode
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- when I refresh the page , it's no longer in combined mode
Unfortunately, this is a hard encoded functionality and the basic application tools do not allow to set it up. We already had similar request and our R&D team will consider developing the functionality that will allow to set up the vertical view in the future application releases.
You can do so by using macro: in list of fields setting you can set up each column (http://prntscr.com/n6qkdy).To change the form of a boolean value to checkbox use macros "ColumnName[#Boolean|CheckBox#]". For yes/no option use "ColumnName[#Boolean|Yes,No#]". This is how settings should look like: http://prntscr.com/n6qlil
Processes that are designed to be used as sub-processes can become confusing because Parameters appear in alphabetical order and have no indication of which are required as inputs. It would be helpful to have an additional checkbox setting for Required or Input in the parameter set up, especially when a process is designed to be used as a sub-process by different teams creating processes.
You can use an auto-generated page at the begining of the business process with full list of all parameters and you can specify if the field is required to fill in in this auto-generated page (see screenshot http://prntscr.com/n5tita). And you can also change the position of those parameters in an auto-generated page using "Move up" and "Move down" options. And after that you can use those parameters in next steps of a business process.
1) This doesn't help for processes that are designed as subprocesses. There is no indicator for others teams creating processes based on the processes I'm creating what parameters are input and output parameters without external documentation.
2) Mobile is not very manual start process friendly.
I would rather have a checkbox to enable a star on the parameter when the process is used as a subprocess than have to change the names of parameters to read differently.
Parameters of a process appear in creation order in the process or alphabetical order as a sub-process, which can become unwieldy or confusing when referencing subprocesses since there is no way to indicate which ones are required to be passed into a process to function correctly. Is there any way to sort the Parameters manually, for example, so that inputs parameters are at the top of the list?
Currently the logic is that parameters in the process are ordered by creation date (if we are talking about custom business processes). And indeed they cannot be sorted in another order and I will create a request to our R&D team so they could include this functionality in out of the box version of the application. Thank you for this idea!
How do I delete a column from an Edit Page? We have sections with unused or accidentally added columns that we want to clean up and not have visible in Edit Page or Mini Page.
If you want to just delete the field from the edit page you can just click X near the field in section wizard (http://prntscr.com/n3toyt). If you want to make the field invisible throughout the system you need to go to the configuration -> object, select this column -> all parameters (http://prntscr.com/n3tqlt) and set usage mode to 'None'
I have managed to create a notification in business process. But what I need upon clicking this notification, i want to open the record. Any idea how can I achieve this?
I recommend to check the realisation in base functionality. When case reopens, the notification is sent. Business process that is responsible for it calls "RunSendNotificationCaseOwnerProcess". Please note, on this process element and class http://prntscr.com/n3pl3e
How do I test if a String Parameter in a process has not been filled in using a Formula? For example, the following are not working because they do not evaluate to true when the parameter is not filled in:
So for Radio Buttons, you can code them in, but I had issues getting more than three options on the page. If you are restricting the seleciton to one option, I might recommend using a lookup field.
As for the table/detail, I can see that your pre-configured page is missing a 'Tabs' section at the bottom which is the only place a detail can be added.
When you first create a pre-configured page, it prompts you to select a template. If you want it to have Details inside it, one of the 'Tabbed Page' templates need to be selected.
Are you having issues putting a lookup/dropdown on your page as well?
I deleted an object schema and resource file and now I keep getting these errors every time I click Export packages to file system: http://prntscr.com/n38jkr . How can I fix this?
Please note that configuration is a developer tool and should be used by developers because operations that can be performed via configuration can lead to different errors.
If you will have further questions with this issue I recommend to contact the support team support@bpmonline.com
I found the mistake. The files where not deleted on the hard drive so it kept looking for them. After deleting everything on the hard drive, the export works again.
It is cleared that by default, below fields must be entered for a successful submission of case landing page and on the basis of data matched the case record is linking with existing/new Account/Contact.
1. Contact name
2. Email
3. Phone
Also those fields must be entered those are mandatory on Case form in CRM interface.
Requirement: I need to disable above OOB criteria. I don't need to create/link Account and Contact for newly created case.
How it should be possible?. Any help will be highly appreciable.
Most likely those 3 fields are mandatory in your environment on the Case page. The data taken from your web form populates the fields on a case page. If the fields are mandatory - will need to change this option. Try to disable the 'Required in DB' option for all 3 fields directly through the case page designer.
Reason of these mandatory criteria is OOB functionality of bpmonline. The case landing page must contain those 3 fields. bpmonline use those 3 fields for creating new contact (if none of them matched with existing contact detail) and link with case record
otherwise if any one of them matched with existing contact detail than CRM will not create new contact and directly do the link to that existing contact with case
We've made a couple of tests and unfortunately, it is not possible to change this logic. To create a case from a web page you need to fill these fields. As for now there are no tools to change this logic and the development process to change this functionality is quite time and resources consuming.
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