my client is aiming to change the default document storage for attachments on every objects (Accounts, Contacts, Leads, Opportunities, Products, and Invoices) to Azure environment.
I am looking for a way to bulk upload files and attach them to specific Products. I know we are not supposed to do so using the out-of-box data import.
Hi. I'd like to have a Dashboard with additional Quick filters. The standard Pipeline Dashboard comes with a date-picker Quick-filter.
I'd like the standard Dashboard, with a By Owner, Quick filter.
In the chapter about the Sales Pipeline Dashboard in the Academy, there is a note about Quick filters at the very bottom of the article. But I can't figure out how to add quick filters to the Pipeline Dashboard.
You may also inspect already existing filter in the Pipelines to understand how it should look like for "Owner" or inspect Activity section since it has the same quick filter.
There are no basic tools to set up a default startpage for particular roles, however, you can set up a startpage for a particular user separately. You can go to the System Users section, choose any user and indicate a Home page in the correspondent field - http://prntscr.com/log70b
I have faced a problem with address filtration in Account section. The thing is that the system covers only that Address records, which have a Primary value = true. I want to find a solution, where the same account can appear for different filtration settings. Like an Adello Biologics account for example.
To find an account by its address it is better to create a filter like on the screenshot http://prntscr.com/lo4hw6. It ignors "Primary" field and return all accounts that have the specified address. So you need to put all conditions in the inner part of the complex filter. Also to select if the address exists you need to click on "Quantity" button and choose "Exists" from the list like on the screenshot http://prntscr.com/lo4jfy.
The reason is in fact that those two fields are absolutely different: when you go to section wizard of the account you will see that there are lookup field as "Country", "State/province" and etc. You've built a filter that takes data from those fields in Account object, but the object we need is called "AccountAddress" and it contains needed for us information. And that's why we need to build a filter that will take data from the detail itself. You can also check it in database: you have CountryId, CityId, RegionId and other columns in Account table and you have them also in AccountAddress table. it is difficult to say why it is it. You know bpm'online has a long and rich story and I guess there was a period in the application development when there were no details and there was a need to store information on addresses in those fields that are now not used, but they can be selected in the filter and they can be seen in section wizard. It is just my opinion. but from the technical point of view - we just read data from different objects and fields.
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.
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.
We need to add or edit records in the detail without having to open a new screen or pop-up. Is it possible to replicate the functionality similar to adding contents to a lookup?
