Filtering
7.13_()
sales

the AccountFolder.SearchData is a binary field that has the filter query. On the server side, how can I use that field to apply that filter on the "Account" and get all the account Ids?  

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Hello Kumar,



Unfortunately there is no possibility to filter binary fields directly in esq queries directly on server side. The SearchData  field contains filter for Accounts that can get into the folder, so if you need accounts from this folder you can select it from table AccountInFolder.



Actually, if the task is to get Accounts that fits for that filter, we recommend to built esq query matching the filter. It is much more easier and productive.



Best regards,

Alex

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We have an application to connect and import to bpmonline via either odata or data service. It works well with the usual bpmonline logins.

If we switch to using single sign on(login using windows network login), will there be any changes required to connect and process data using odata or data service? Is there any information/article that can provide further information?

 

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Dear Allen,

SSO functionality does not affect API or OData integration. SSO changes the process of logging into the system and does not require any modification in integration.

Best regards,

Angela

Thank you Angela. When specifying the credentials through the API, should we use the bpmonline login or the windows login?

 

Allen Dsouza,

Even if the SSO is turned on, bpm'online login will still be possible so we recommend using bpm'online credentials for such integrations. 

Best regards,

Angela

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I'm trying to look for a way to run some javascript on every page load (edit page for a specific object schema).

From an edit page we navigate to an edit detail to create a new address. As we save the address and go back to the first edit page. At this point we want to refresh some of the fields using javascript. How can we best achieve this.

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It's not correct to reload a page any time when it appears. Please use the "messages" property instead. The reloadEntity method reloads a page.

We're aware that's not the correct way, that's why I said "something similar". 

We will look into the messages functionality, thanks!

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Server Error
7.13_()
sales

I created a new server side module and trying to call from the client side module but keep getting service not found error, even thought the names are looking fine in spelling. Is there any special step I need to follow in order for me to register a .net class as a callable service? 

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Hello, 

Here is the academy article on creating and registering the web service, please make sure you've done all the necessary steps from the article. 

https://academy.bpmonline.com/documents/technic-sdk/7-13/creating-anony…

Best regards, 

Dennis

 

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printables
quote
7.13_()
sales

Hi Community,

Is it possible to rename the generated file from a printable?

My client wants a generated Quote doc file to be named using Number field instead of Quote#.doc (where # is the result of a counting).

Thanks.

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Dear Danilo,

The generated file name is the same as the name of the file which was uploaded to this printable record in the application. To rename the resulted file you need to rename a template and upload this new template to the printable record and after the next download it will be named as this template.

Best regards,

Oscar

 

Oscar Dylan,

Hi Oscar, thanks for your message.

I am actually refering to the generated file whom is attached to the object when selecting to Print it. For instance, the Quote object is currently generating files Quote1.doc , Quote2.doc on the Attachments and Notes tab. I would need it to be something like [Quote.NumberField]v1.doc. 

Is that possible? If so, how can I do this?

Thanks.

Hi guys, I found that the name I was looking for is being edited on the Save printable to quote Business Process. Thanks.

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ESQ
EntitySchemaQuery
Asynchronous
7.13_()
sales

How can I pass a callback function to GetEntityCollection function of ESQ? 

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Please debug the function in the developers console in google chrome. Once you find how it works, you'll be able to find how to pass the parameter. Additionally, you can search for the examples with the global search trough all sources in the google developers console.

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7.13_()
sales

Hi community, good afternoon.

We are facing an issue when editing bulk emails and we need to increase the max size limit for Bulk Email from 5MB to 10MB.

Is there a System Setting for this?

Thanks.

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Dear Danilo, 

Unfortunately the limitation is set on the provider's side and hence can't be increased. 

https://academy.bpmonline.com/documents/bpmonline-release-notes-7-13-0

Best regards, 

Dennis 

Thanks, Dennis.

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ESQ
EntitySchemaQuery
7.13_()
sales

Can I know how I can create insert queries and execute those using esq on the detail? 

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7 comments

You can use the InsertQuery client-side. Here is a sample: 

var insert = Ext.create("Terrasoft.InsertQuery", {
	rootSchemaName: "UsrMyEntity"
});
 
insert.setParameterValue("UsrMyParentId", this.get("Id"), Terrasoft.DataValueType.GUID);
insert.setParameterValue("UsrMyDateProperty", new Date(), Terrasoft.DataValueType.DATE);
 
insert.execute(function() {
	// do any refreshing if needed here
}, this);

Ryan

Ryan Farley,

Great! this helps. Is there a way I can do bulk insertion of multiple records at 1 single time? Any documentation reference would be really helpful. 

Thank you

 

kumar,

To do any sort of insertions of multiple records, I would create a configuration service and call that instead from the client. It would be far more efficient that way.

Ryan

Ryan Farley,

Hi guys, that is helping me in another implementation. Is it also possible to use it as updateQuery?

Thanks.

Danilo Lage,

Yes, an UpateQuery is similar, see the following sample:

var update = Ext.create("Terrasoft.UpdateQuery", {
	rootSchemaName: "Contact"
});
 
update.filters.add("IdFilter", update.createColumnFilterWithParameter(
	Terrasoft.ComparisonType.EQUAL, "Contact", this.get("UsrContactId")));
 
update.setParameterValue("UsrSomeField", "value", Terrasoft.DataValueType.TEXT);
update.setParameterValue("UsrSomeId", someId, Terrasoft.DataValueType.GUID);
 
update.execute(function() {
	// do any needed refreshing here etc
}, this);

Ryan

Danilo Lage,

kumar,

Please see the following articles, there you can find instructions on building update, insert, delete and batch queries. 

https://academy.bpmonline.com/documents/technic-sdk/7-13/dataservice-ad…

https://academy.bpmonline.com/documents/technic-sdk/7-13/dataservice-up…

https://academy.bpmonline.com/documents/technic-sdk/7-13/dataservice-ba…

https://academy.bpmonline.com/documents/technic-sdk/7-13/creating-detai…

The examples are done using C# language in case you decide to create a web service. Also there is a JavaScript example. They are particularly the same in the syntax. There also you can find examples of cases using insert, update, delete and batch queries.

Hope you will find it helpful.

Regards,

Anastasia

Ryan Farley,

Thanks, Ryan!

 

Anastasia Botezat,

Great, Anastasia...

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Custom Sections
section wizard
section setup
relationship
7.13_()
sales

If I have an object, can I create a section with that object? If so, how?

Because I want to be able to create a sections for "Relationships" object of BPM so I can create filter folders on that section object. I need those folders to be be used another section to query and pull the account-contact relationships. 

Thank you in advance

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Hello, 

If you want to create section for the new object and store Account-Contact relationships in it please follow the steps in the article below: 

https://academy.bpmonline.com/documents/technic-sdk/7-13/creating-new-s…

If by "Relationships object of bpm" you mean ContactCareer object (or other existing object) please see the article below in which you would find an instruction on how to create a section based on the existing object:

https://community.bpmonline.com/node/26247

Best regards, 

Dennis

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Hi Community, good morning.

We are looking for a way to save progress when creating a new opportunity without closing the page. I know about the IsSilent flag, but couldn´t figure out a way to implement it by overriding the onSaved method.

Can you guys help me?

Thanks.

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To prevent navigating back after save using the isSilent flag, you can override the save method like this: 

save: function(config) {
	if (!config) config = {};
	config.isSilent = true;
	this.callParent([config]);
}

Ryan

Ryan Farley,

Thanks Ryan. It worked!

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