You can do that with business process which would trigger anytime a new order is created, read the order name and its opportunity name and modify the number with simple formula http://prntscr.com/p840wa which will combine the Order number and Opportunity name. Once the process is executed- you will get the required result http://prntscr.com/p841am
How is the email address that Need Help emails are sent to determined? Can it be set to a local resource rather than bpm'online? As we release processes to our users, I would want Need Help emails to go to our System Administrators, or have it spawn a custom request process, rather than going to bpm'online, so that our System Administrators review any help requests before they are escalated to bpm'online support.
Licensed users using mobile are getting push notifications but Portal users using mobile application is not getting push notification. Is there any other setup needs to do for portal users?
Here is our scenario, we want to send sms to customer, this is sms will contain download link of printable. Is it possible to generate a download link for printable?
To create a report you need to trigger CreateReportsList Report service via link http://bpmonline_site_name/0/rest/ReportService/CreateReportsList where recordIDs and templateId parameters should be transferred. This service generates reports and there is no way for an unauthorised system users to trigger this service (your clients that receive SMS should be authorised to bpm'online application so to trigger this service).
There is no way to insert a link to a printable in our system, but you can create some 3rd party service that will store all printables (ftp storage for example) and you can add the link to those files in this storage to a body of SMS and achieve your task like that.
We have over 300,000 records in our Process Log. We'd like to delete records that are not Running or Error that are over one month old. They are supposed to be archived, but there are records from months ago that have not been archived. When I select a record, there is no option to delete it or archive it. How do I delete or archive records from the Process Log?
Process log gradually gets cleared by the archivation process. We don't recommend to delete data from Process Log yourself. However, if you really need to delete that data we recommend to send a request to the support@bpmonline.com if your instance is in cloud as it requires very resource heavy sql operations that would not be possible to track with sql executor.
If your instance is on-site you can take the instruction below as an example to adapt it based on your needs:
1) Register SQL procedures tsp_DeleteSysProcessLog.sql and tsp_DeleteSysProcessLogByStartDate.sql (procedures themselves below)
Where 'Error' is the status of processes, '2017-09-22' by which start date to delete processes, '-1' how many processes to delete, -1 means all processes.
Please note that the operation is very resource heavy and time consuming and we don't recommend doing that during business hours.
Best regards,
Dennis
IF NOT OBJECT_ID('[dbo].[tsp_DeleteSysProcessLogByStartDate]') IS NULL
BEGIN
DROP PROCEDURE [dbo].[tsp_DeleteSysProcessLogByStartDate]
I found Beesender tried to delete process log by a process to delete items from Process log (actual). Is that correct or is there any risk of doing that way?
When I open my page on a large screen the simple info button / user hint appears as desired/correctly:
However, when I minimize the screen or view my page on a smaller screen, the simple info buttons / user hints appear over the top of the boolean field, where as the text field info button remains the same?
How am I able to wrap the info button to the boolean fields?
Please feel free to modify CSS according to your needs. The article by the link below explains how to add a new CSS class. If you add it to the BootstrapModulesV2 module then it will be loaded after loading the application.
What is the ageing of data that is present under Customer History of Opportunities. If I want to configure it to show data only for last 6 months , how can I do that ?
Please note that any detail in the application displays all data associated with it. In order to apply the filter please click on the three dots near the detail name and choose the “Apply filter” option.
I created a Business Process and when calling the service externally by Postman for example I can not receive the returned data. I need to return customer data. I am using the object "Read Data".
The call of the process with script task returns nothing as you haven't specified return parameter, that is why it returns 1 stating that the process was called. Please try calling the process with the link http[s]://<bpm'online_application_address>/0/ServiceModel/ProcessEngineService.svc/UsrGetCustomer/Execute?ResultParameterName=ParameterReturn
I created a Business Process and when calling the service externally by Postman for example I can not receive the returned data. I need to return customer data.
After a further investigation, we have found out that since version 7.13 this service is no longer able to return the parameter value. It was possible only in compiled processes, however, since version 7.13 all processes are interpreted. As a workaround, you can integrate with bpm and do all the needed logic with the integration instead of business process. Please find more information by the link below: