Why are not manually created activities seen in my Business process task area in my Communication panel? (Even with the Show future tasks -checkbox checked).
I'd like to have manually created tasks seen in this panel as well.
I have read the Academy information about this thuroughly and I feel the requirement for the tasks created manually are met and therefor should be shown.
This section (process task) is used only for records that are created with business process and are connected to it. If you want to see activities created manually you can use notification panel: http://prntscr.com/n7xvwk
When I am in my section with process, in this case Lead, and attempt to schedule a Task with the schedule task -button.
The Start-time I choose is one week from now. However the reminder-time is initially set to the current date and time. 2019-04-05 09:28. (The reminder time is set to one week ahead of the start time, which seems strange).
Another strange thing that happens is that when i uncheck and re-check the Reminders > Responsible check-box. The Reminder date and time changes to the vales of the Activitys Start time, date and time.
I have a 'new' dashboard type (just a copy of the Sales Pipeline (OpportunityFunnelChart) with a couple display changes, since it doesn't allow a replacing module) that I'd like to register in this menu so I can add it to pages.
Which section or database table does this list draw from?
Such task is very ambitious. Unfortunately, there is no detailed implementation guide, anyway, you can implement your own idea by analogy.
The functionality that is responsible for building new chart lays in "DashboardDesigner" schema. You should debug it via devtools to understand how it works.
Each button has a caption which is located in "DashboardDesignerResources" schema.
Cor, that's a mess in there, and nigh everything forbids replacing modules to boot. Really not a customization-friendly part of the software; should be a five-minute task and instead it'd be hours. I had an easier time messing with the internals of the email templates.
We have a business process that performs a lot of reading / modification actions. The process gets triggered on "Modify Object Record" signal of a section.
Due to the time that business process takes, the user often gets "Request Time out" message (screenshot attached).
Question:
- Is it possible to run the business process asynchronously?
- Is it possible to increase the Timeout duration?
You can run process asynchronously checking "run following elements in background" checkbox (http://prntscr.com/na6pfr) or putting any timer element in a process (for example for one second http://prntscr.com/na6qe1).
However I would recommend to make process itself less resource consuming as even if it is ran in background it may affect performance of the site.
Timeout duration can be set up in connection strings in installation files:
<add name="db" connectionString="Data Source=Your data source;Initial Catalog=Your catalog;Integrated Security=SSPI;MultipleActiveResultSets=True;Pooling=true;Max Pool Size=100; Connection Timeout=10500" />
I am trying to get the details of leads from clickfunnels to google sheets and then using a zap to get them into the instance which are only coming in as contacts. But I want those details to enter the CRM as leads and not as contacts and accounts.
Is there a way to get the Leads into the instance? I can only see option for Contacts and Accounts in Zapier.
I created my own Webhook for this purpose and have Zapier call my webhook to pass the data, then I use OData in the webhook to create the lead in bpm'online. The webhook I created was very simple, it's basically just receiving the data from Zapier as fields in the form body from a POST - there really isn't much to a webhook, but you do need a place to host it.
I'd prefer not to do this, I would love to have the official Zapier tasks for bpm'online allow for more entity types.
I am pretty sure you could accomplish the same using a landing page and have Zapier call the endpoint for the landing page and you'd modify the payload in Zapier to match the field names of the landing page. I believe this should be possible, but I have not tried it yet.
Section pages adopt it from the base schema, 'GridUtilitiesV2', so if there are any further methods you want to capture related to the rows in a section page, you can find some in that file.
Please note that the GridUtilitiesV2 dosn't include the function I mentioned onSaved that is invokes and working properly. Meaning, on save event it is invoked and sends message to the SandBox.
On the other hand the onDelete function is not invoked so I guess the Card Schema inherits from other schema.
Also please note that I use the onSaved function on the Card Schema not on the Edit Page, if it has any meaning.
Does someone has any other idea on how to catch the delete operation ?
This detail is converted to an editable detail so it does have a delete button, I need to catch the delete operation on the Card Schema of the detail. I do use the onSave function but can't find what is the function that is triggered on delete.
What is the best way to store private keys on BPM'Online? Is it through system settings? I am trying to setup an integration for which I need a client_id and private key to be saved on the site. I have created a system setting of type "unlimited text" for the private key. But, the decryption algorithm isn't able to process the key. I am always returned the error "END RSA PRIVATE KEY not found". I am using a 3rd party library called bouncycastle that I have imported as an external assembly to work with private keys. Any suggestions on how to work with provate keys on BPM'Online, from a best practices perspective.
Any help in this regard would be much appreciated. Thanks in advance...
Usually, for storing information like passwords or private keys, the system settings with "encrypted string" type is used. Please note, that system settings with the "Secured text" type are not being transmitted to the client (browser). This process is controlled by the "UseSecureSettingsOnClient" flag in the Web.config configuration file of the bpm'online application. Their values can still be set from the client (browser).
Is it possible to specify a binding redirect in web.config for a specific version of an external assembly, if another version of the same assembly is already being used internally by BPM'Online?
I am building an external assembly which has a dependency on a different version of an already existing assembly that is being used by BPM'Online. It would be great to know if there is a way to redirect logic to the right assembly at runtime. Will the "LoadOnAppStart" column of the [SysPackageReferenceAssembly] table help in anyway?
Any help in this regard will be much appreciated. Thanks in advance!
In case you are talking about assembly, which is a part of out-of-the box system, we do not recommend to apply any changes to this assembly. Particularly, because much of core logic dependent on it and its specific version. This can lead to full system inoperability.
In case you are referring to the external assembly, which was installed to the system, please consider firstly removing it from External Assembly tab before installing a newer version.
Unfortunately it will be difficult to read this filter since it is stored as an encrypted value in the section for which this filter was created. There is more elegant and easy way to achieve a target: you can create a dynamic folder and specify filtering conditions for it and then read this folder from AccountFolder table in the database (http://prntscr.com/mzgcjp) and after that perform operations on this folder.
Thank you for your answer. Indeed using a dynamic folder is more elegant and I've seen that I can read that folder from a business process. The question that remains is how can I get the list of the accounts that this filter is referring too?
This table/entity has a field "search data" which is a binary one. I guess that is an encrypted value such as the standard filter is using too.
Yes this is data that stores filtering conditions, but it will be very hard to use it and that's why I suggest using business process for these proposes.
