How can you copy the Out of Box section page setups to create different views?  For example, I want to have two views of cases depending on if it's an Incident or Service request.  I want to maintain most of the out of box fields (i.e. auto numbering and tab setups) for both and only want to change a couple fields. Also, I want to do this with Contacts and Accounts if there's a different way depending on the section.

Like 0

Like

1 comments

Dear Melanie,

To do that you need to have your account or contact page in "Custom" package (in other words you need to have it customized) and find the schema of the edit page in configuration (System designer->Advanced settings->Configurations). The schema should be named like Account1Page or UsrAccount1Page (Contact1Page/UsrContact1Page). Open the schema and change parent object to "Account edit page" (for accounts) or "Contact edit page" (for contacts) http://prntscr.com/mo3dgw and save the schema. After that go to the section and refresh the page and open a record after that. As a result you will have all your customizations on both edit pages.

Best regards,

Oscar

Show all comments

While building process I'm trying to set parameters for "Call Web Service" element.

As a value I'm trying to insert encrypted system setting:

When I'm trying to do so - formula returns validation error:

 

If not possible to do with formula is there is a way to set Process parameter and update this value via script task. I'm not familiar with C#, any help appreciated.

Please assist. TY

Like 2

Like

5 comments

Hello, 



System settings with the "Secured text" type are not being transmitted to the client (browser). This process is controlled by the "UseSecureSettingsOnClient" flag in the Web.config configuration file of the bpm'online application. Their values can still be set from the client (browser). So by default you are able to work with "encrypted string" system settings only on server side.



So, if the use of this system settings in business process is necessary you should set "UseSecureSettingsOnClient" flag to true and restart IIS.



Best regards,

Alex

 

Alex_Tim,

Hey, Alex.

Thanks a lot for your help, it's been for a while.

!----------

So, Is it possible to work with <Encrypted String> in script task, and FWD all data to Web Service Element?

The Case is: I would like to store token information, in order to process communication with Web Api Service, but still, I would like string to be forbidden without turning off security configuration.

TY and looking forward.

Val Safronov,

Yes. It's possible. 

Guys still this request is actual and no solution was provided.

 

Just to recap with the question:

- How to get encrypted string from back-end in order to make a request using System.Net

As a solution it's possible to read system setting using c#:

SysSettings.GetValue(userConnection, "<Sys Setting CODE>").ToString();

 

If you need to return this value to process parameter, it's possible to use:

Set<string>("<YOUR PROCESS PARAM>", sysSettingValue);

 

Please note, that returning to process is not secured and it could lead to breach of data

Show all comments

Good day.

I am new to BPM Online(And C#). I just registered a 14 day free account to try it out.

I want to use the sub process to create a case number when a new record is created on a section. Please see the image below:

When the new record is saved the process starts and reads the zone filed from the request record as depicted below:

Upon reading the zone field I then assign the zone filed to the zone process variable using the formular task as depicted below:

I then use the zone process variable to formulate the case number in the code script as depicted below:

string unique_numer =  DateTime.Now.ToString("yyMMddhhmmss");
string  zone_val = Get<Guid>("zone").ToString();
string case_number=(zone_val+"-"+unique_numer)
 
Set("case_number",case_number);
return true;

The challenge I am facing is to get the value of the selected lookup zone field to store the value into zone_val string filed.

How to get the selected value from the zone lookup filed using C# code. The value that I get is a Guid data type and cannot get the value of the lookup.

I need to store the generated CaseNumber to the case_number field in the database as depicted below:

You help will be highly appreciated as I am currently stuck.

 

Like 0

Like

4 comments

Dear Tebogo,

You may create a system setting that will store this number and use it in the future number generation. You can find detailed example here: https://academy.bpmonline.com/documents/technic-sdk/7-13/how-add-auto-n…

Best regards,

Angela

Assuming you want the field name in the Zone Table : 

var uc = Get&lt;UserConnection&gt;("UserConnection");
 
Guid zoneId = Get&lt;Guid&gt;("zone");
 
var esq = new EntitySchemaQuery(uc.EntitySchemaManager.GetInstanceByName("Zone"));
esq.AddColumn("Name");
var entity = esq.GetEntity(uc, zoneId );
string zoneName = entity.GetTypedColumnValue&lt;string&gt;("Name");

 

Angela Reyes,

Thank you very much Angela.

Jerome BERGES,

Thank you very much Jerome, highly appreciate it!

Show all comments

Hi, I create editable detail.

It contain two drop down list one depends on other.

is it posible to filter one based on other value?

 

Regards

Tomek

Like 0

Like

1 comments

Hello tomasz,



It can be achieved via triggering some method for filtering when the field is changing. You will need to create new attribute with dependencies properties where column and method should be specified. For example:

 

"OnColumnNameChange":{
    "dependencies":[
        {
         "columns":["columnName"],
         "methodName":"methodThatTriggersWhenColumnNameChanges"
         }]
}

Also please note on these articles: 

https://community.bpmonline.com/questions/filter-detail

https://community.bpmonline.com/articles/filtering-details-several-fiel…

Show all comments

Is there a way to capture the Request message from a Call Web Service activity for debugging?

Like 0

Like

3 comments

Dear Glenn,

You can use Fiddler to catch requests that are being sent to and from the application and use it for debbuging. But you will be able to do it starting from 7.13.2 version of the applciaiton. Until that you can either create the functionality and then use it after the upgrade or create the request on c# via a script task element.

Best regards,

Oscar

Oscar Dylan,

Both bpm'online and the service are in cloud, so I cannot use fiddler.  What is the target release for 7.13.2?

Dear Glenn,

You will be able to use fiddler to catch requests even if the instance is located on-cloud. As for 7.13.2 version - please take a look at release notes here https://academy.bpmonline.com/documents/bpmonline-release-notes-7-13-2.

Best regards,

Oscar

Show all comments

I am trying to import the relationships via an excel file and have followed all the steps in making the file ready and matching the required data types etc.

The file is getting imported and I get a notification that my file has been imported but I can not see the relationships popping up under those accounts and contacts.

Could someone help me debug this or let me know if I am doing something wrong.

Thanks in advance

Regards,

Abhinav

Like 0

Like

2 comments

I get this notification: Import complete. 1 of 1 records imported from the source file "AK_Relationships.xlsx".

Hello

The Relationship table has following columns: http://prntscr.com/mkwsvu

In order to import relations you need to populate the RelationTypeId, ReverseRelationTypeId, Active, AccountAId(ContactAId) and AccountBId(ContactBId) columns. Please note, that you need to fill in the columns with the precise names in order for these relations to be connected to the existing records. Else, the duplicates might be created.

Best regards,

Matt

Show all comments

Hi Community,

Is there a way to hide some fields on search dropdown? Basically what is happening right now all fields are being shown on the list.

 

Like 0

Like

1 comments

Dear Fulgen,

You can do that in the following way:

1) Open the replacing object that is usually in the Custom package (in the configuration).

2) Open all settings of the object: http://prntscr.com/ioprlo

3) Then you can set the usage mode for the column is None.

Please note that if you set such usage mode for the column, you won't be able to filter the records by it but also you won't be able to add this field to be displayed in the tile or list view in the section. 

Best regards, 

Dennis

Show all comments

Hi, I am trying to add a new detail in the Detail wizard but it's asking for the object and not sure how to create that.

 

Any help will be appreciated.

 

Thanks.

Like 0

Like

1 comments

Dear Aaykay,

The system may request you to choose the object where you want to add the new detail. For instance, if you choose the Accounts from the list, the detail will be referring to the Accounts object http://prntscr.com/mjc55 Here is the article for more details 

https://academy.bpmonline.com/documents/technic-sdk/7-13/creating-detai…

If you need to add a new object here is another resource that will help you out:

https://academy.bpmonline.com/documents/technic-sdk/7-13/creating-entit…

Best regards,

Dean

 

Show all comments



Hi,

 

I am trying to view the tables within BPM online and the content within the tables.

 

Is there a way to view the tables and the content and be able to use queries to access the data?

 

Thanks in advance

Like 0

Like

1 comments

Hello, 

You can see all tables with it's content in the Lookup section in system designer. For that you would need to create a lookup connected to the needed object. You can't use queries in the lookup, though. for this purposes The marketplace app SQL Executor can be used. https://marketplace.bpmonline.com/app/sql-executor-bpmonline

Best regards, 

Dennis

Show all comments



Hi,

 

I am trynna use Data Import Wizard just to check the import mapping of my fields with the BPMOnline fields for the contacts table but all I get is this as in the image below. Not sure why teh fields are not showing up.

 

Any suggestions?

 

Or if I ma doing the process wrong, please let me know.

 

Thanks in advance.

Like 0

Like

3 comments
Best reply

Got it sorted by removing the columns from the Excel that would not match with the Columns in tables within Bpm Online and it worked fine.

Not sure how that worked out but was able to upload the contacts.

Angela Reyes writes:

Hello,

Please submit a case to support@bpmonline.com. We will be glad to help you!

Best regards,

Angela

Not sure what's the point of having a "community" is then if you're gonna give solutions via emails.

 

But will do that.

Got it sorted by removing the columns from the Excel that would not match with the Columns in tables within Bpm Online and it worked fine.

Not sure how that worked out but was able to upload the contacts.

Angela Reyes writes:

Show all comments