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

Hello.

Everything is done in the configuration. The step by step instruction is available below:

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

Best regards,

Matt

Hi Matt, thanks for the info, but actually it's not what I need. I need to create a mask for each time someone adds a phone number, the + xx xx xxxxx-xxxx format is respected. The link you sent me explains how to create an error message if a value is entered into the system, assuming a mask has already been created.

Andre VItal,

You are correct, it does talk about that. But it also talks about adding the validation for the date field, which is relatively close to what you can achieve for the phone number. Moreover, adding the phone input mask is described in the community Q&A post you have included in this post.

Best regards,

Matt

Matt,

Thanks once more.  Regarding "Moreover, adding the phone input mask is described in the community Q&A post you have included in this post" you are right, but it doesn't explain it properly. I followed all steps and I got not the expected result. There is something missing in the instructions.

Andre VItal,

Hello.

Looks like you did not configure it properly then. Please make sure you have the MultiMaskEdit client module in your system. Also, please check whether you have added the dependency to the correct replacing schema and the correct field. In case you have done everything accordingly and it still does not function as intended you can attach your page schema and properly describe your issue and we will take a look.

Matt

Dear Hatim,

You can select fields which must be modified to trigger this element(changes expected -> in any of the selected fields).

Best regards,

Angela

Angela Reyes,

Thank you Angela. I understand that with "Changes Expected" the trigger can be constrained to go off on changes to specific fields. 

I have a use case in which I am modifying one of the Case field in a business process which is included in the "Changes Expected" list of fields. We need the business process to only trigger when the changes are made to this field from user interface however when we change it from business process using (Modify Data) element, the trigger should be suppressed. Is there a way of achieving this? 

Regards,

Hatim Hussain,

Can you please specify what's the difference between changes made by users and changes made by BP? Why do you need to divide them, what is your business task? Since you can use filters for data modified (for example start process only if case status was modified to In progress) it is unclear why do you need to divide users and BP.