Dear Fulgen,

The most possible reason is in the access rights. Double check if the non administrator users have the access to read and edit the opportunities. Most likely the opportunities are created but you cannot see them due to that reason. Also, you may compare the amount of opportunities displayed in the section and in the database if you can run the SQL scripts (for cloud environments you can use SQL console to run them)  Apart from that, check the process log to see if the 'Create Opportunity from Lead' process is executed at the moment when your non administrator user chooses 'awaiting for sale' stage and its status http://prntscr.com/n3opht If the users have the access to all opportunities and the process is executed without any issues, we would like to suggest you to approach our support team via email support@bpmonline.com for further investigation in your particular environment.

Best regards,

Dean

Hello Fulgen, 

Try setting up access permissions to the shared mailbox using this article: https://academy.bpmonline.com/documents/administration/7-13/configuring…

Hello Fulgen,



Issues like the one that you have faced, usually are caused by insufficient user rights. Please note, that every business process has field called "Owner", that means that business process is run under the system user that is specified in "owner" field, so the business process will be able to process such data for which there are granted rights for the desired system user.

 

In your case it seems that users simply has no rights to use the desired mailbox. So, to resolve it you should grant rights for the mailbox to all of the users what will work with it. Bpm'online has such feature, it`s called "shared access".

Please find in S.Kobizka`s comment above the link to the article where setup process is described.



Best regards,

Alex

Dear Fulgen,

As for now this logic is not implemented in out-of-the-box version of the application and we do have a correspondent problem registered for our R&D team and it is in "Accepted" status.

You need to create a replacing schema for PrintReportUtilities and overwrite the current logic. This is the out of the box logic used for naming the file:

    getCaption: function() {

            var baseCaption = this.get("Caption") || this.get("NonLocalizedCaption");

            return baseCaption + ((this.get("ConvertInPDF") || this.isDevExpressReport()) ? ".pdf" : ".docx");

        },

Also you can use function downloadReport (in PrintReportUtilities object):

function downloadReport(caption, key) {

        var report = document.createElement("a");

        report.href = "../rest/ReportService/GetReportFile/" + key;

        report.download = caption;

        document.body.appendChild(report);

        report.click();

        document.body.removeChild(report);

    }

You can try adding this function to section edit page and develop additional logic for report generation.

Best regards,

Oscar

Oscar Dylan,

Hi Oscar Thanks for your reply, I tried to create a replacing client module for

PrintReportUtilities but there is a warning message "Substitution of modules is not allowed". Is it possible?

Oscar Dylan,

I also used this code on my edit page and changed the report.download to my file name but the file name is not replacing

function downloadReport(caption, key) {

        var report = document.createElement("a");

        report.href = "../rest/ReportService/GetReportFile/" + key;

        report.download = caption;

        document.body.appendChild(report);

        report.click();

        document.body.removeChild(report);

    }

Fulgen Ninofranco,

Try to find the answer in the article by the link below.

https://academy.bpmonline.com/documents/technic-sdk/7-13/client-modules

it's hard to say what's wrong by the screenshot. Somehow the system can't find the report schema. Try to find an answer in the development guide

https://academy.bpmonline.com/sites/default/files/documents/docs_en/technic/SDK/7.10.0/bpmonline_development_guide.pdf

Eugene Podkovka,

Thanks. Its already resolved

Regards

Dear Fulgen,

As many other processes this process is hidden from Process Log. It will appear there only if it ends with error so absence of this process means that everything is fine. 

Best regards,

Angela

Dear Fulgen, 

To fix this in formula Change subject you would need to change

"([#First activity.First item of resulting collection.Subject#]).IndexOf("RE: ", StringComparison.OrdinalIgnoreCase) == 0 ? ([#First activity.First item of resulting collection.Subject#]) : "RE: " + ([#First activity.First item of resulting collection.Subject#])"

to 

"([#First activity.First item of resulting collection.Subject#]).ToLower().IndexOf("RE: ".ToLower()) == 0 ? ([#First activity.First item of resulting collection.Subject#]) : "RE: " + ([#First activity.First item of resulting collection.Subject#])"

After that you would get an error in conditional flow Owner = Modified. 

You would need to read case from starting signals and replace this conditional flow to conditional flow comparing Owner and Modified by for the read case. 

Best regards, 

Dennis

Dear Fulgen,

If you want certain role to access users section you can use CanManageUsers operation permission. We do not recommend enabling or changing access right for System administration object. Users with CanManageUsers will be able to view users and change their login/passwords. The will not be able to change licenses or roles.   

Best regards,

Angela

Angela Reyes,

Hi angela, thank you for your reply, where can i find this CanManageUsers? can you show me any example

Fulgen Ninofranco,

It is located in operation permissions section: 

http://prntscr.com/n26sj3 and has code CanManageUsers

Hi Angela, Thanks for your reply, I alredy tried but it seems it is giving all the permissions, what I want is only read permission. Any Idea how can I achieve this?

Fulgen Ninofranco,

Please note that SysAdminUnit is a system table and almost all of other table are in connection with SysAdminUnit, so making any changes to this section is a pretty dangerous operation.

Information that is stored in this table is intended for system administrators and should not be processed by a regular user.

However, you always can create your own section and fill it with data from the "System users" section via business process.



Best regards,

Alex

You must use unique "name" in diff

ex:

                {
                    "operation": "insert",
                    ..
                    "name": "Button1",
                    ..
                },
                {
                    "operation": "insert",
                    ..
                    "name": "Button2",
                    ..
                },
                ...

Hello Muhammad,



There is no limit of custom controls on edit page in bpm'online, you are able to add as much customizations as you need.

Please note on Dmitry`s comment, he is right, every control that is added to the edit page should have unique name to prevent collisions.

Please, in future, read articles with instructions more attentively :)

Hello Alex_Tim,

Thank you for suggestion. But kindly note that I realized and issue was already resolved.

If possible please help on other issues I posted I will be very thankful.

Regards

Hello Muhammed,

What I recommend to do in this case is to understand how the "new" button is already added on a existing dashlet. 

At first, I recommend to use the chrome debugger and try to search the name of the button in the entire client code (ctrl+shift+f), so you will find where it is added.

Then, after analysis of the code, something similar for your custom object should be implemented.

Also, don`t forget to enable minipage usage in custom section settings.

Hope, my answer will help you.

Regards,

Alex

Hello Fulgen,



Unfortunately, there is no possibility to add a custom button on dashboard as you do it on edit page.

I suggest to add a new action in "Actions" dropdown instead. https://academy.bpmonline.com/documents/technic-sdk/7-13/how-add-section-action-handling-selection-several-records