You need to change the detail grid and create a functionality that will add the attachment in the way that you need. Please use the "Lead stage" column in the grid in the "Lead" section as an example. 

The article by the links below might help you too.

https://community.bpmonline.com/articles/how-change-cell-color-grid-sec…

https://academy.bpmonline.com/documents/technic-sdk/7-13/how-highlight-…

Sri Saranya, there is no out-of-the-box solution for this. If you want to have such a feature in the system you need to create it on your own. The mentioned articles just show how to modify the system in general. 

Additionally, you can buy a project. This way the company will create the functionality on your instance for an additional fee. Additionally, you can purchase the advisory hours service. This way you'll get your personal technical consultant that will investigate the task and teach you how to create the functionality. 

Hi!

Hope you are doing great today!

You can add a detail with an editable list (it will look like "Product in Order" detail): https://academy.bpmonline.com/documents/technic-sdk/7-13/adding-detail-…

Best regards,

Angela

Dear Ashwath,

As for now there is no such functionality, all logic of the printed forms is tied to sections. I have forwarded your request to our business analysts and suggest them to implement it. Thank you for helping us to make our application better!

Dear Ashwath,

As for now, there is no basic functionality to implement your idea, however we already received multiple similar requests and forwarded to our R&D team. Therefore, you may expect the desired functionality to be available in the upcoming versions of the application. 

Best regards,

Dean

Hello Ashwath,



I`m glad to provide an answer to you. In list view the width of column is fixed, but if information does not fit column, record will expand vertically. In addition titles of columns do not display completely if there no space for it.



Due to that reasons, I recommend to use tile view. For this view, it`s possible to more flexibly adjust the number of displayed columns and their size.



Regards, Alex

Maybe the From address is coming in like something formatted as "<IT Department> its@healthefx.us" instead of just the exact string of "its@healthefx.us". Or possibly it is coming in with upper case letters? Maybe try changing your formula to this?

[#Read Mailbox Email.First item of resulting collection.Sender's email#].ToLower().Contains("its@healthefx.us")

Ryan

Thanks for the response Ryan, I'll give that a try!

Unfortunately a lead was still created today from an email from its@healthefx.us. Any other ideas?

Mitch Kaschub,

Hmm. Maybe try turning on tracing for the process to see what the parameter values look like? https://academy.bpmonline.com/documents/technic-bpms/7-13/how-trace-pro… (be sure not to leave this on for too long since it can impact performance). Or look at the data in the table. This might give some clues to what the value looks like and you can adjust your formula accordingly. 

Sounds like a great suggestion! Thank you. I was wondering how you can view how the values are coming through. I'll review that article and set up tracing. 

As far as the table, I am on the cloud and have "SQL query console" to view it, but how do I find what the name of the table to view is?

Ryan Farley,

 I feel like I am very close. I found the value I am looking for in the tracing as "Sender" however I cannot quite get the formula for my conditional flow right. Could you suggest how to format my formula? Here are screenshots of how I tried to write the formula and the errors I am receiving with those:

If I use:

[#Check the “To” email address.First item of resulting collection.Sender#]=="Information Technology Services <its@healthefx.us>"

If I use:

[#Check the “To” email address.First item of resulting collection.Sender Contact#]=="Information Technology Services <its@healthefx.us>"

Mitch Kaschub,

The "Sender" property has a title of "From". Do you see that in the list? That is the one you want.

Ryan

Ryan Farley,

Yes, I've tried that too and still the issue persists, the conditional gateway is not being satisfied. Here is the formula I tried using "From". It let me save, however this email address is still creating leads.

[#Check the “To” email address.First item of resulting collection.From#]=="Information Technology Services <its@healthefx.us>"

Ryan Farley,

I think I finally got it, my last formula needed the "; " added to the end of the email address. Now that I've added that, it seems to have worked correctly on an email this morning from its@healthefx.us and terminated the process instead of creating the lead. Thanks for your help!

Dear Julius,

Hope you are doing great today.

As for now, the section Forecast works without any issues. Since you face some problems with the section, we have to look through your system settings to identify the reason for them. Therefore, I'd like to suggest you to contact our support team by email support@bpmonline.com for further investigation in your particular environments. 

Best regards,

Dean

I can only get Pipeline values Calculated on Forecasts set to Period type: Year.

Pipeline values are not calculated for any forecast with Period type: Month. These are always zero.

I'll take this info to Support

Dear Julius,

Our support team will be glad to assist you.

Have a great day ahead.

Best regards,

Dean

Hello.

Most likely it is related to the access rights. We recommend you to check whether you have restricted the access rights for the contact communication options object or to the specific columns of the contact object. You can read more about it in the academy article below:

https://academy.bpmonline.com/documents/administration/7-13/object-perm…

https://academy.bpmonline.com/video-course/setting-access-permissions

In case you are unable to fix the access rights issue we recommend you to address such requests to the support team directly for assistance.

Matt

Dear Jordan,

You can delete tab from the page by commenting it in the schema directly. To do so you'll need to find the detail schema in configuration, open this schema and find the needed tab or by its name or by "propertyName" : "tabs" key words in the search. After you comment it you need to save schema and re-login to the application and the tab will disappear from the page.

Best regards,

Oscar

Dear Deepu, 

Unfortunately SVN doesn't foreseen deleting records. You could add a script to your package that would delete records. Please note that you should use IF EXISTS in that script to make sure it would work safely.

Best regards,

Dennis