Hi Community,

Any idea how i can disable the tasks being created in case stages?

Thanks

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Hello Fulgen,

Such a task should appear on the records actions dashboard and in CTI panel as well (see screenshot http://prntscr.com/og1wm1...MoreLess

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Hi Community,

Currently I was able to get data from Order object using Odata calling "OrderCollection". Order is connected to Account object. Now I want to retrieve account details also. Is it posible to achieve this by having one request only from "OrderCollection" no need of calling "OrderCollection" then "AccountCollection". Any idea how can i achieve this?

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Dear Fulgen,

Unfortunately, there is no way to retrieve account data without making a request directly to the AccountCollection. You need firstly...MoreLess

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Hi Community,

Any idea in Mobile how can I add custom field in Case attachment. This custom field will be a lookup field, user is required to select value from this field before uploading the attachment. 

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Dear Fulgen,

Such business task requires advanced development in the system. We do not have a code snippet for such task, however, the algorithm...MoreLess

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Hi Community,

I have this scenario that I need to achieve in mobile

- In Case page I have "Department" lookup field, this "Department" lookup field is linked to "Department" object.

- "Department" object has "PrimaryContact" lookup field which is linked to "Contact" object

- Now when creating a case, once the user selects Department, the "Assignee" field should be auto populated based on the Department's PrimaryContact value.



Any idea how can i achieve this? Thanks in Advance

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Dear Fulgen, 

Please try the MUTUALFILTRATION rule in the mobile business rules from the academy page below:

https://academy.bpmonline...MoreLess

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Hi Community,

Any idea how can i disable all tasks and notification created during lead stages?

Thanks

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Dear Fulgen,

There are a couple of processes that can create the reminders and notifications. They are: 'Lead qualification 7.8.0', 'Lead distribution...MoreLess

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Hi Community,

I have a 2 workflow in case page, the first workflow will show if type is incident, the second workflow will show if type is complain.

Now here is my scenario

1. When i create a case, then select type incident the first workflow is showing - correct

2. I change the value of type...MoreLess

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Hello Fulgen,

This is an out-of-the-box behavior of the application and we've created a problem to our R&D team so they could fix it in...MoreLess

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Hi Community,

Any idea how can i enable the status field in mobile case page. I already tried to modify the MobileCaseRecordPageSettingsDefaultWorkplace file and add enable = true under Status but still it is disabled.

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Dear Fulgen,

You do not have to modify MobileCaseRecordPageSettingsDefaultWorkplace schema. The reading mode is set up in MobileCaseModuleConfig...MoreLess

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Hi,

Wich is the best way to set a Lookup for Surveys?

For example in Accounts if i need to call contacts i call the lookup named "Contact".

Regards.

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Hello Juan,

To achieve your target you need to create a lookup field on an account edit page and specify the link to an object that represents...MoreLess

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Hi Community,

Any idea how can I possibly achieved this scenario. I want to change the label of Approved/ Reject Button depending on the workflow bar stage:

Lets say for example if workflow bar is in Review stage i want to change the "Approve" to "Checked" and "Reject" to "Something else" 

Thanks

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Hi, you can do a business process. Reading the approval use a conditional flow when the approval is approve you modify with the modify item...MoreLess

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Hi, How am I able to return a value of a Lookup (the Name) using ESQ, JS? I have defined the Lookup as an attribute: "DevCertPublicationFrequency": { DataValueType: Terrasoft.DataValueType.LOOKUP, }, I have the following function: getLookupValue: function (DevCertPublicationFrequency, safe) { var column...MoreLess

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It's pretty easy to get a value from a lookup attribute using this.get("NameOfLookupAttribute"). Please debug your js code using the...MoreLess

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