* Add the new dimension to the "Dimension" table. Path - is the name of the linked column in the Opportunity object.
* Then check the "getDimensionsSchemaMapping" method in the "ForecastPage" module. Add a needed object. A linked column in the object should be named like "Opportunity"+the Path specified in the first step. "forecastEntityInCellUId" is select UId from SysSchema.
* Modify the "getDimensionsSchemaMapping". Add a new block. For example
I am using SSO integration for authentication for an implementation. However, there is a requirement where we need to support a list of users who aren't part of the directory. How do we implement this in BPM'Online? Can we run BPM'Online in a dual mode to support SSO integration as well as forms authentication for a subset of users?
When SSO is enabled for the instance and users try to log in using the link "https://NAME.bpmonline.com", they are automatically redirected to the SSO authentification page. If you want some users to log in without SSO authentification, they can use the link "https://NAME.bpmonline.com/Login/NuiLogin.aspx?" and they will not be redirected to the SSO authentification page.
In this case, users on the login page will have the option to log in using the standard method or perform SSO by clicking the login link for the selected provider.
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 these surveys. You need to create an object for your surveys and creation of objects in the system is described in an Academy reference here. Once done you will receive a lookup for surveys.
I want to create a sub process that will check completion of the task at a destined time on a specific day, and if the task is not completed by that particular time, an email to be sent to owner’s manager reminding him/her that the task needs attention, otherwise process termites.
You can add to your process similar process or create a subprocess that will start with start timer: http://prntscr.com/ob3c8p. Process will read activity and in case it has status "completed" (http://prntscr.com/ob3d1i) it will stop, otherwise it will send an email.
Timer start signal allows to set such conditions for start. As for the owner manager - you can use read data element to read owner of the task and then read owner of the contact.
Angela Reyes, could you please give a screenshot for the below requirement ?
Angela Reyes writes:
Arunava,
Timer start signal allows to set such conditions for start. As for the owner manager - you can use read data element to read owner of the task and then read owner of the contact.
Unfortunately, the subprocess can't start with start timer. So you can use Wait for timer intermediate event (http://prntscr.com/odca42). However, it takes only amount of seconds to wait until the process continues as a parameter so you would need to calculate this amount in a script task. You can use a standard C# methods in a script task so you can subtract the DateTime.Now from the needed fire time, convert it to seconds and pass to the parameter in a Wait for timer to have it triggered on a certain time.
We are building a portal website (PHP) where we want to provide PDF-files to the users. These PDF-files are stored as attachments in the 'Attachments and notes'-tab of a section in bpm'online.
With odata, we receive a link to the PDF file. But when a user clicks this link, the login-page of bpm'online is shown.
Is there any way we can extract these PDF files from bpm'online towards the portal without user login required?
For example, stream the base64 data from bpm'online and recreate the PDF in the portal?
It's possible to change web service mode to anonymous. However in this way it will be a clear violation of security policy. All files from bpm'online will be accessible to everyone, so it's not recommended to do. Before making requests a third party application must be authenticated and receive the corresponding cookies. Please use cookies and sessions in all requests. I hope the article below will help you.
Hi , I have also the same scenario where I need to fetch the documents from Custom Section from Creatio to the third-party portal so that end customers can download the files.
I was struggling to understand how it can be done at a third-party application using OData.
There is an opportunity to find out which folder is applied to the list. Please use the property this.get("CurrentFolder"), which will give you all information you need.
I need to integrate with a system that has its own custom identity provider which isn't LDAP, it's more a forms way of authentication that generates a user token. Is there a way of integrating over SSO on BPM'online to use the custom identity provider?
I'm trying to add some custom quick filters to bpm solutions I'm working on. Specifically I need to add filters for dates: 30 and 60 days (Creation date until Current date), which are similar to the 1 and 7 days already provided. And Team based filter, similar to the employee/owner one, but instead of 1 person, 1 team (which might include several employees in a custom object)
Technically the buttons are in the "FixedFilterViewV2" module. But it will be very hard to modify it. I think that it will be easier to create your own control and place it to the container with the buttons with the same style.
Please find more information in the article by the link below.
