If I have made a business process model in the free studio version am I able to export it and import into the paid version of sales team platform? Essentially to add a new process log?
I just noticed on the notification panel, notification is being triggered but the count is not showing on the icon. How we can show the count of unread notification on the icon?
There are no basic tools that would allow to hide or display the notification counter. Therefore, we suggest you to contact our support team via support@bpmonline.com to conduct the investigation in your particular environment. There might be a couple of reasons to it, like localization bug that influences the counter. Try to check if in the English localization it works fine, unless you are already using it. Unfortunately, it will not be possible to resolve this problem within the community thread. Therefore it is better to approach our support team that will be glad to assist you.
Any idea how we can disable the existing mobile business rule. Lets say for example below rule.
Terrasoft.sdk.Model.addBusinessRule("Case", {
name: "CaseContactAccountRequirementRule",
ruleType: Terrasoft.RuleTypes.Requirement,
requireType: Terrasoft.RequirementTypes.OneOf,
triggeredByColumns: ["Contact", "Account"]
});
I tried to create my custom model config and set this existing rule to "enabled:false", compile the changes and re-synchronize the mobile but still this rule is active in mobile.
If you want to disable the existing mobile business rule, you can do it by calling the removeBusinessRule function. The function accepts two parameters - the name of the model and the name of the rule. For example:
There might be multiple reasons for the similar errors. Try to double check the system setting 'SchemaNamePrefix' and make sure the prefix is set to 'Usr'. Apart from that, make sure you have the columns listed in the error message in your object. If the columns are deleted incorrectly, you can experience the similar errors. Try also to generate the source code for all times, update the database structure and compile all items http://prntscr.com/ov1z3h.
If these steps cannot help, please approach our support team via support@bpmonline.com so that we could investigate the problem in your particular environment.
I have a detail into the Activity section in a page in a custom section. I modified the detail to be an editable list by using the method described in the documentation in the Academy. I want to default the Activity type to a new type I created called "Review", see screenshot. The result needed is to have the user click the "+" sign in the detail, a new row is created below of type "Review", and they can start filling in the fields in the editable list.
Also, a second thing, is there a way to have the text wrap in the editable list like it does for a normal detail. If the text in a field is too long, it is cut off. Can I make it so it wraps down and makes the row taller?
The easiest way to achieve this target is to specify "Review" to be an activity type by default (in advanced settings of Activity object http://prntscr.com/oq52rk). This will make all activities created in the application to have the type field being filled in with the value of "Review".
The second way to achieve a target is to create a process that will be triggered upon record adding into this detail and this process will set the value of "Review" for "Activity type" field. So once the record is added and user opens this record as an editable list - he will see needed activity type.
The third variant requires development skills. The method used upon record adding by clicking on "+" sighn is called addRecord. You can create a replacing schema for "ActivityDetailV2" object and specify your own addRecord method that will use ConfigurationConstant for activity type.
And as per your second question - you can set this string field as "Multi-line text" type field http://prntscr.com/oq5d3o and as a result it will be displayed in several rows.
Thank you so much for the response. Yes I am able to do either of the first two options, but the third option is, of course, preferred to make it less confusing for the user. I've tried to figure that out but I think it is beyond our skill at the moment. Need to keep learning.
As for the multi-line text, it seems that only works in normal fields or details. But if the detail has been modified to be an editable list, it does not wrap the text into multiple lines anymore, even with the multi-line text bool checked.
The possible reason for an error could be in syntax of lookup in the request. Please try to modify the request string, so that you filter by UsrEmirates/Id. For example, as if I would like to select orders with certain opportunitites, I would filter by Opportunity/Id
I am trying to replace the bpm'online section icons with branded ones.
I see that with most you navigate to View > Open Section Wizard and replace the image. However, some sections do not have the View dropdown. How do I change the icon for these?
Also, I am replacing them with a PNG of the new icon, but it is not working or showing up as a big white block. Do I need to upload it in a certain format?
Yes, I am talking about the dashboard section as well as agent desktop & feed. I can find their section wizard by going through Workplace Setup, but get this error when trying to access it:
I have created a custom [Connected entity profile] on the accounts section that is a duplicate of the primary contact connected entity, except the text displays: Billing Contact:
But am unable to set the default image ?? (I.e. I want the billing contact to have the same icon as the primary contact when an entity is not yet selected for the field ...):
Please feel free to set any default image in the configuration section. In order to do it open the billing profile schema and upload the needed image in the BlankSlateIcon property. Save the schema and clean the cashe.
