Hi Community,

Is it possible to do the reverse geocoding, we will move the pin on the map and based on that Address will auto populate. Currently it is working the opposite way.

 

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Dear Fulgen,

It cannot be done since it data is pulled from the OpenStreeMap service. For instance, if you zoom out http://prntscr.com/oxeh7f, you will not be able to move the pin around the map or tick it by clicking on any country. That happens since you cannot do it in the service map view as well http://prntscr.com/oxehiv When on the map service website, you will have to select some particular country, city or address through the search bar, so that the pin could appear and then it can be moved around. Apart from that, a lot of the cities and addresses will not populate the application fields and you will have to fill the addresses table first for this purpose. That is why there is no possibility to tick the pin and populate the fields automatically. 

Best regards,

Dean

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Hi Community,

Is there available QR Code scanner sdk to be used for mobile application?

 

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Dear Fulgen,

Unfortunately it is not possible to use QR code scanner in the mobile application. Apart from that we do not have any examples of such implementation. We will register this idea for our R&D team for implementation in future application releases.

Best regards,

Dean

Dear Team,

 

Any update on QR code scanner to make available in the mobile app. we are waiting for these features.

 

Best regards,

Prakash

Dear Prakash, 



This idea was accepted by the responsible R&D team but there is no ETA on when it will be implemented yet. 

I will add your comment to it's backlog so to increase the priority of the idea of adding this functionality in future. 



Kind regards,

Roman

Hello Akshay Patil,

 

Unfortunately, at the moment we still don't have the option to use QR code scanner in the mobile application. However, we already have this idea registered for more detailed consideration and implementation in future releases of the application.



Best regards,

Malika

 

 

Roman Brown writes:

Dear Prakash, 



This idea was accepted by the responsible R&D team but there is no ETA on when it will be implemented yet. 

I will add your comment to it's backlog so to increase the priority of the idea of adding this functionality in future. 



Kind regards,

Roman

 


Hello Roman Brown,

 

Is this feature finished? we are really looking forward to this feature..

 

 

Kind Regards,


Agus Sulistiawan

 

Agus Sulistiawan,

 

Unfortunately this feature is not available yet. However, I have attached your request to the registered idea to raise its priority.

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Hi Community,

Is it possible to put suggestions in a text field. Lets say when creating new lead in lead mini page, when entering account name, it will show suggestions of accounts from account object to avoid creating duplicate account in lead. 

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Dear Fulgen,

You can remove the default account field and replace with new account lookup field based on the object, so that you will have the list of the accounts to choose http://prntscr.com/oxeca6.

Best regards,

Dean

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There is only a String field available for text in Pre-configured pages. Is there any way that information from a Notes field in a record can be transferred to a Pre-configured Page and displayed with images and other formatting?

I have reference information for answering questions that will not transfer correctly as text only.  I know that I could convert the reference information to an image format and attach it, but that requires additional clicks when answering the question and makes it more likely that the reference information will be ignored or used incorrectly. I prefer Pre-configured pages to Edit pages because I can change the buttons at the top to eliminate confusion about the Close button and to add additional functionality.

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Dear Janine,

In order to display text with images as it is on the Notes tab, you need to modify the control  of your pre-configured page. 

1. Go to configuration section, find the created pre-configured page.

2. In the diff section find the string field, which supposed to display text with images.

3. Take EmailPageV2 "Body" diff element as an example and apply the control config with needed classes and content-type.

Save pre-configures page schema and clear browser cache.

Hope you find it helpful.

Regards,

Anastasia

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Hi,

I have created a "Requests" section and created a business process that would run from the “Requests” section page. The process must

send the request for approval (the person seeking the approval manually selects the approver). In case of a positive result, the process terminates, 

In cases of a negative result, the person approving the request must fill in the reasons for the rejection after which the system notifies the person seeking the approval. I have used the [Send Email] element to deliver the message.

The email should send from the selected approver Email Id. But I am unable to send the email from the selected approver, from option is showing only synchronization mail.

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Hello,

The send email element uses the email boxes that are integrated with bpm'online and used for sending emails. In other words only those email boxes that are synchronized with the application and can be found in [Mailbox synchronization settings] lookup. Therefore, the users who approve the requests should have their email boxes synchronized with the application to be able to send the emails on their behalf.

Best regards,

Dean

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Hi Community,

Any idea how we can import data from excel to "Forecast by Customer". Thanks

 

 

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Dear Fulgen,

Unfortunately, there is no functionality for data import of export in the forecasts section since it is based on multiple tables. Theoretically it might be possible to import the data into ForecastItemValue and ContactForecast however it is quite complicated to match all the data and map the columns correctly and we do not recommend doing that. We already had similar requests from different customers, therefore most likely this option will be available in the future application releases.

Best regards,

Dean

Thanks Dean,

What are the tables involved on this module? I am trying to insert data directly on the database.

Fulgen,

The tables that are used in Forecast module are: Forecast, ForecastColumn, ForecastCoulmnType, ForecastDimension, ForecastIndicator, ForecastItem, ForecastitemValue, ForecastRow and ForecastSheet. And as Dean mentioned - it will be very difficult to map all data between these tables and unfortunately there is no documentation on this topic. If you need to do that - you need to explore all connections between those tables and only after that you can start data import.

Best regards,

Oscar

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Hi,

I have created a "Requests" section and created a "Case" with New, In Progress, Pending Approval, two mutually exclusive Resolved or Cancelled.

I have used "change access rights" element to apply these access rights.

If the case advances to the "Resolved" or "Cancelled" stages no one other than members of the “Financial Officer” role have the rights to Edit or Delete the Request. All other employees retain the right to read the request.

I have given users for these functional roles contact administrator, Manager and Regular Employee. 

I have used change access rights element to the Resolved and Cancelled Stages. After testing all employees are able to edit or delete the requests records for which the status is resolved or cancelled.

I followed this [CHANGE ACCESS RIGHTS] CASE ELEMENT document in academy.

Please guide me on this issue.

Thank you.

 

 

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Hello!

Firstly, I would suggest to remove access rights from All users and roles (http://prntscr.com/ow2v9z) and not just pre-defined set of roles as after changing the role structure this element would need to be changed as well, which is rather inconvenient. 

Secondly, please note that it impossible to remove rights for users that are System administrators as well as the managers of Roles that contain System administrators as it's members. Also the rights can't be removed from the owner and creator of the record. The right panel would still show correct rights, however, for those specified users rights will not be applied. 

If neither of the points explained above work in your case please send email to support@bpmonline.com as this issue would need to be investigated specifically for your site. 

Best regards,

Dennis

Hi,

 

I have the same problem right now, and I've checked all the possible problems Dennis commented, and neither of them are my case. 

 

Did you manage to solve the problem?

 

Thanks,

Regards. 

 

Hello Francisco,

Could you please elaborate what exactly is not working correctly for you? 

Looking forward to your response!



Kind regards, 

Yurii 

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Hi, 

I have created a MS Word printable template for accounts in a Sales Enterprise Instance. I am able to print the form in pdf format also.

But I have created a printable template in studio trail account, in that "Convert to pdf" check box is not visible. I was able to download the form only in doc format not in a pdf. Please guide me on how to get the "Convert to pdf" check box in studio account?

Thank you.

 

File attachments
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Hello,

Starting from 7.14.2 version the functionality of PDF-convertation was excluded from an out-of-the-box features list. All clients that are updating between versions and already use such a feature in their printables have this feature being available.

Currently our R&D team is working on implementation of this feature in an out-of-the-box version and we hope that it will return back very soon. We are very sorry for any inconveniences caused.

Best regards,

Oscar

Thank you for your quick response.

 

I have created a overdue activities form which is accessible from accounts page. I need to create a summary column "Number of overdue activities". Can you please guide me on this issue?

Thank you.

likhitha sirisha,

I've created a printable which shows the count of activities in "Completed" status for contacts and here is steps to do that:

1) Create a printable for "Contacts" section http://prntscr.com/ovi842

2) Select Quantity of activities for a contact http://prntscr.com/ovi9ba (but you need to change aggregated column from "by Contact" to "by Owner")

3) Once selected click on the edit button http://prntscr.com/oviaal

4) In the opened window please specify filtering conditions for activities that need to be taken into a count http://prntscr.com/oviatb (in my case those records are activities in completed status)

As a result you need to create a template of this printable and display all those columns. In my case I received the number properly (this number also included "Email" activities http://prntscr.com/ovipev). Here is also an Academy reference on printables setup here. Please do the same to achieve your business task.

Best regards,

Oscar

Thank you. I followed the procedure and I got the required result.

 

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Hi Community,

Is it possible to use bpm online mobile application

(login and create case)

having only customer portal license  

Thanks

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Dear Fulgen,

As for now there is no such functionality. The portal users cannot use the mobile application. Our R&D team has in plans to implement this feature in the future application versions, however we do not know when exactly.

Best regards,

Dean

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Hello,

I have a process with Maximum number of repetitions = 3.

(https://academy.bpmonline.com/documents/technic-bpms/7-14/advanced-process-settings)

However, in testing this process, my process continues to loop through elements at least 5 times (that's when I stopped testing) instead of ending after 3 times. 

Is there another setting I'm missing that I need to use? How do I make my process actually stop after looping through 3 times? 

Thanks!

Megan

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Dear Megan,

Please contact support@bpmonline.com regarding this topic. We will be glad to help!  

Best regards,

Angela

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