Hello Reid,

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.

Best regards,

Oscar

Oscar Dylan,

Hello Oscar,

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. 

Dear Fulgen,

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

Hope you find it helpful,

Anastasia

Dear Collette,

Could you please name the sections that doesn't not have View option? Are you talking about Dashboards section? 

As for the images, we recommend using a white icon on a transparent background. Image format - PNG or SVG, size - 38x38 px.

Looking forward to your reply.

Dean

Dean Parrett,

Thanks, PNG wasn't working for me but SVG is. 

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: 

Hi,

I need update dashboard section's icon, too.

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.

Dear Fulgen, 

Unfortunately, there is no such column, however you can add this column in the section wizard or configuration and use business process to populate it. This process would trigger on status changed to Completed and populate this column's value to the current date. 

Best regards,

Dennis 

It's possible to implement via multi-row data insert. The example for the "Prices" is below.

var priceListId1 = new Guid("FA689C95-C63C-4908-8FD2-19A95E0425BD");

var priceListId2 = new Guid("90699A9B-99AF-49B3-9678-73BDAE7EAEFE");

var priceListId3 = new Guid("7635F047-2DD4-4060-AF07-D7B9820BBC34");

var productId = new Guid("A802F388-59AA-4B69-88C3-ECC9078BF27D");

new Insert(UserConnection)

.Into("ProductPrice")

.Values()

    .Set("PriceListId", Column.Const(priceListId1))

    .Set("ProductId", Column.Const(productId))

.Values()

    .Set("PriceListId", Column.Const(priceListId2))

    .Set("ProductId", Column.Const(productId))

.Values()

    .Set("PriceListId", Column.Const(priceListId3))

    .Set("ProductId", Column.Const(productId))

.Execute();

Please find more information in the article by the link below

https://academy.bpmonline.com/documents/technic-sdk/7-13/multi-row-data-insert

This issue occurs when the system can’t link an object with a table in a database.

This happens because of adding custom columns to the object and further deleting these columns. In this case, the columns continue to exist in the database. When you try to create a replace object, the system won’t be able to find a table in the database that exactly equals the object.

To solve this issue, I offer the following recommendations:

1. If you remember which columns of the object you deleted, you can try to create them again.

2. If you don't remember which columns you deleted, you can see what columns are in the table in the database and compare them with the columns of your object. Then add the missing columns to the object. The system will not be able to link them if the data types won’t be equal.

3. If the previous instructions have not eliminated the error, you can restore the site from the backup.

For more detailed assistance, please contact technical support.

Unfortunately, there is no way to use this type of line in built-in dashboards. 

However in bpm'online it's possible to create charts of any complexity, with a lot of filters. In order to implement that just create a view in a database. Fill the view with filtered data. Then create a lookup based on the view. After that create a dashboard based on the lookup. How to create an object based on the view please follow the article by the link below

https://academy.bpmonline.com/documents/technic-sdk/7-13/localizing-views?_ga=2.15329846.1007139909.1563783712-377734361.1560865727

Hi,

Can you please send an email to support@bpmonline.com? We will be glad to help! 

Best regards,

Angela

I suspect step 1. instead of accounts as the reference object, can you use base object and include account lookup in the detail and try?