Parameters of a process appear in creation order in the process or alphabetical order as a sub-process, which can become unwieldy or confusing when referencing subprocesses since there is no way to indicate which ones are required to be passed into a process to function correctly. Is there any way to sort the Parameters manually, for example, so that inputs parameters are at the top of the list?
Currently the logic is that parameters in the process are ordered by creation date (if we are talking about custom business processes). And indeed they cannot be sorted in another order and I will create a request to our R&D team so they could include this functionality in out of the box version of the application. Thank you for this idea!
How do I delete a column from an Edit Page? We have sections with unused or accidentally added columns that we want to clean up and not have visible in Edit Page or Mini Page.
If you want to just delete the field from the edit page you can just click X near the field in section wizard (http://prntscr.com/n3toyt). If you want to make the field invisible throughout the system you need to go to the configuration -> object, select this column -> all parameters (http://prntscr.com/n3tqlt) and set usage mode to 'None'
I have managed to create a notification in business process. But what I need upon clicking this notification, i want to open the record. Any idea how can I achieve this?
I recommend to check the realisation in base functionality. When case reopens, the notification is sent. Business process that is responsible for it calls "RunSendNotificationCaseOwnerProcess". Please note, on this process element and class http://prntscr.com/n3pl3e
How do I test if a String Parameter in a process has not been filled in using a Formula? For example, the following are not working because they do not evaluate to true when the parameter is not filled in:
So for Radio Buttons, you can code them in, but I had issues getting more than three options on the page. If you are restricting the seleciton to one option, I might recommend using a lookup field.
As for the table/detail, I can see that your pre-configured page is missing a 'Tabs' section at the bottom which is the only place a detail can be added.
When you first create a pre-configured page, it prompts you to select a template. If you want it to have Details inside it, one of the 'Tabbed Page' templates need to be selected.
Are you having issues putting a lookup/dropdown on your page as well?
I deleted an object schema and resource file and now I keep getting these errors every time I click Export packages to file system: http://prntscr.com/n38jkr . How can I fix this?
Please note that configuration is a developer tool and should be used by developers because operations that can be performed via configuration can lead to different errors.
If you will have further questions with this issue I recommend to contact the support team support@bpmonline.com
I found the mistake. The files where not deleted on the hard drive so it kept looking for them. After deleting everything on the hard drive, the export works again.
It is cleared that by default, below fields must be entered for a successful submission of case landing page and on the basis of data matched the case record is linking with existing/new Account/Contact.
1. Contact name
2. Email
3. Phone
Also those fields must be entered those are mandatory on Case form in CRM interface.
Requirement: I need to disable above OOB criteria. I don't need to create/link Account and Contact for newly created case.
How it should be possible?. Any help will be highly appreciable.
Most likely those 3 fields are mandatory in your environment on the Case page. The data taken from your web form populates the fields on a case page. If the fields are mandatory - will need to change this option. Try to disable the 'Required in DB' option for all 3 fields directly through the case page designer.
Reason of these mandatory criteria is OOB functionality of bpmonline. The case landing page must contain those 3 fields. bpmonline use those 3 fields for creating new contact (if none of them matched with existing contact detail) and link with case record
otherwise if any one of them matched with existing contact detail than CRM will not create new contact and directly do the link to that existing contact with case
We've made a couple of tests and unfortunately, it is not possible to change this logic. To create a case from a web page you need to fill these fields. As for now there are no tools to change this logic and the development process to change this functionality is quite time and resources consuming.
I have this scenario, in lead form using not admin users, upon reaching the awaiting sale stage the lead is not converting to opportunity. Any idea how can i fix this issue?
The most possible reason is in the access rights. Double check if the non administrator users have the access to read and edit the opportunities. Most likely the opportunities are created but you cannot see them due to that reason. Also, you may compare the amount of opportunities displayed in the section and in the database if you can run the SQL scripts (for cloud environments you can use SQL console to run them) Apart from that, check the process log to see if the 'Create Opportunity from Lead' process is executed at the moment when your non administrator user chooses 'awaiting for sale' stage and its status http://prntscr.com/n3opht If the users have the access to all opportunities and the process is executed without any issues, we would like to suggest you to approach our support team via email support@bpmonline.com for further investigation in your particular environment.
I have a business process that creates email activity and send it using this code
var activityId = Get("EmailRecordId");
if (UserConnection.GetIsFeatureEnabled("UseAsyncEmailSender")) {
AsyncEmailSender emailSender = new AsyncEmailSender(UserConnection);
emailSender.SendAsync(activityId);
} else {
var emailClientFactory = ClassFactory.Get(new ConstructorArgument("userConnection", UserConnection));
var activityEmailSender = new ActivityEmailSender(emailClientFactory, UserConnection);
activityEmailSender.Send(activityId);
}
return true;
When I am using admin login credentials the email was being sent but when i am using non admin credentials the emails are just on awaiting status, i am not also getting error if there is. Any idea how can i fix this issue?
Issues like the one that you have faced, usually are caused by insufficient user rights. Please note, that every business process has field called "Owner", that means that business process is run under the system user that is specified in "owner" field, so the business process will be able to process such data for which there are granted rights for the desired system user.
In your case it seems that users simply has no rights to use the desired mailbox. So, to resolve it you should grant rights for the mailbox to all of the users what will work with it. Bpm'online has such feature, it`s called "shared access".
Please find in S.Kobizka`s comment above the link to the article where setup process is described.
How can I dynamically replace the file name of the report generated in printable, lets say for example i want to put some transaction code or current date time it was generated.
As for now this logic is not implemented in out-of-the-box version of the application and we do have a correspondent problem registered for our R&D team and it is in "Accepted" status.
You need to create a replacing schema for PrintReportUtilities and overwrite the current logic. This is the out of the box logic used for naming the file:
getCaption: function() {
var baseCaption = this.get("Caption") || this.get("NonLocalizedCaption");
