Do you know if it is possible to include new items on the left panel in mobile application and when we click on it, it opens a new bpm'online blank page or an external link for example and not necessarily a new or existing section?
Can someone please let me where in the CRM are all the attachments stored in the database?
So say if I attach a file in the Attachment and Notes tab in the Contacts section, I know that the Attachments detail is called Contact's Detail but which object holds those attachments in the database?
Thanks for the response Dmytro. I am trying to copy the attachments from section A to section B. I have used "Add Data" element inside a BP to copy the data from A to B. The BP runs without any issue but when I try to open the same attachment from section B its throwing below error.
When I queried the object the attachments(both the sections) , it just shows the data type(System.Byte[]).
It looks like you cannot use "Add record" and "Read record" in this case because they cannot work with the "Data" type. You really need to use a script-task to read and add file:
var ESQ =new EntitySchemaQuery(manager, AccountFile);
ESQ .AddColumn("Name");
ESQ .AddColumn("Data");
ESQ .AddColumn("Type");
var dataQueryResult = ESQ.GetEntityCollection(userConnection);
foreach(Entity file in dataQueryResult){
var fileName = file.GetTypedColumnValue<string>("Name");
var fileType = file.GetTypedColumnValue<Guid>("TypeId");
var fileData = file.GetBytesValue("Data");
var fileEntity =new ContactFile(userConnection);
fileEntity.SetDefColumnValues();
fileEntity.SetColumnValue("CintactId", contact.Id);
fileEntity.SetColumnValue("TypeId", fileType);
fileEntity.SetColumnValue("Name", fileName);
fileEntity.SetColumnValue("Data", fileData);
fileEntity.Save();}
I was able achieve it using the "Add data" itself. I missed to update/add the attachment type. After I added it I am able to open the attachment. Thanks for your input.
Could you please let us know if we can follow the same documentation for setting up our Non-prod environments from a hardware configuration perspective based on user load? Will the numbers tally or is the documentation meant only for production environments?
Here is the link to the documentation on the academy that I am referring to
These requirements are set for the best application speed and performance. It doesn't matter whether it is production or non-prodiction instance. We recommend to follow these requirements for the best application productivity.
I have a particularly large and complex model that I'm using as a test for import/export via .bpmn format. It was originally created in Bizagi, then brought over to Signavio and tidied up. I've tried to import that one from Google Drive, but nothing happens. I've tested with a simpler dummy process with no similar issues. Is there a cap on the number of process elements that the import can cope with?
Would attributes associated with individual elements get in the way? Would linked sub-processes be an issue?
You can import business processes to a system same way as other data - through the standard Excel import functionality.
However, we'd recommend to transfer business processes with a help of packages, this way you can ensure that the functionality will be applied correctly.
Claim Package is on the bottom of dependency schema (See second attachment). and all the entities are in ClaimEntities package which is up on schema. Others details i can edit but just this one rise an exeption
Сustom package, should be the last one in dependency tree. After custom should be your package. Your package, should depend on the above mentioned packages.
The detail, which gives you the error can have logic indicated in basic package, which your package "do not see", since it does not depend on it.
Also, seems the second attachment was not linked to your post, I cannot find it.
Please double check that your package is second from the bottom.
In case everything is set up correctly, please write us an email support@bpmonline.com, so we could check on your side.
1) Your package should depend on all the packages specified by Anastasia
2) The Custom package should depend on your package
3) Make sure that there are no cyclic connections between packages (that could create a loop).
Also please take a look at this article that describes creating your own package for the development of new functionality and also this article about package dependencies.
ok, but my question is how Anastasia has arrived to that list of dependencies. When I am creating a new package - any package - how do I know its dependencies ? is there a way I can do it by myself ? Or the right procedure is to add a post here for that ?
The Anastasia's list of packages is the set of basic root packages that should be present in your package list of dependencies. These root packages depend on all other system packages and that's why your package should depend on these root packages. There is no standard technique here, you need to explore the hierarchy tree and find root packages. Please see the "DEPENDENCIES AND PACKAGE HIERARCHY" paragraph in the article
As for now, there are no tools to trigger any process upon a user login. We already had similar requests from multiple customers and our R&D team already added this idea to the development backlog. This functionality will be available in the future application releases. Apart from that, you may develop your personal trigger/task by adding it to the 'qrtz_triggers' and 'quartz' tables. It might help you to find the solution. Here are some useful materials for setting up the scheduler https://academy.bpmonline.com/documents/technic-sdk/7-13/scheduler-setup
You will be able to send an SMS if you install the specialized application from the marketplace, for example, "SMS Sender for bpm'online" application (https://marketplace.bpmonline.com/app/sms-sender-bpmonline). For now, it is one way to send an SMS from a business process.
I am trying to set-up the activity tasks and the owner of that activity, as in the users who get notified of that activity, should be the users who belong to one of the functional roles in the organisation.
Question 1: Is it possible to do that?
Question 2: How to do that?
P.S. I did try inputting one functional role from the lookup Roles(view) but then the process goes into the ERROR stage when it reaches that task.
Could you please specify, how do you want to notify about the task? Did we clearly understand - you want to notify both owner and other users, which belongs to one of the functional roles? Maybe you can attach a screenshot of your business process?
In the process below, I want to all of the users of a functional role to get notified of the task and then anyone can go in the record and perform the task.
It is possible to set up a described process. Firstly, use please "Add data" element instead of "Perform task" element http://prntscr.com/nx4e36, after that use another "Add data" element with such settings http://prntscr.com/nx4gcc, http://prntscr.com/nx4glm. This part of the business process will create an activity and send a notification for users of the chosen functional role (System administrators in the example). If you want to continue the business process running after completing an activity, use the "Wait for signal" element http://prntscr.com/nx4jqd.
I am trying this now for one of our clients but it's not giving any notification for the selected roles.
Attaching the screenshots of the Process and the Process log. You'll see that the process did run but it did not give the notification to the users in the roles selected.
To resolve this issue we need access to this process. Please submit a case to the support team (support@bpmonline.com) and we will investigate the issue.
I am looking to change the order of lookup values. For example: we want the field to display Low,Medium, High in that order It seems the system defaults to alphabetical order.(High, Low, Medium).
There are no basic application tools to change the alphabetical order, however it can be achieved with the help of the development tools. Here is the example what should be done.
You can add the "order" attribute for every field that you need to sort to the edit page schema where the field is located.In the following example we created the integer "UsrSorting" field in the lookup UsrTestLookup1 and copied the values from the "Name" field there.
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