Hi,

I have a custom section called "KYC". I have added a new button called "Add doc to SharePoint " in the section record page. When this button is clicked, it triggers a business process that opens up a preconfigured page. This page has a file control which is used to select a file from the local file system. It also has a "Save" button, the click of which calls a SharePoint API in the background to upload this document in SharePoint. I am able to make this work in the desktop website.

 Now, I need to implement this on the mobile app. Will this functionality work out of the box on the mobile without any changes? Or do I have to do a lot of customization to make this work on mobile? Appreciate all the help. Thanks in advance...

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Unfortunately, implementation of such functionality for mobile application requires a lot of advanced development within the system. This is due to the necessity of creating entire mobile functionality from scratch.

If you want to proceed with the development please find the mobile development guide by the link below:

https://academy.bpmonline.com/documents/technic-sdkmob/7-12/bpmonline-development-guide

 

Thank you for the reply, Alina! Could you give me a sense of the quantum of work involved, say to upload files through mobile? Is the file upload out of the box(OOTB) on Mobile? Going back to the use case that I have mentioned above, I am thinking if there is a way on the server to listen to any OOTB file upload event that occurs on the mobile and perform the sharepoint integration on the server? Please confirm. Also, in general, is the bpm'online mobile platform flexible and extensible to accommodate any kind of complex development or are there any restriction with the development that you can do?

Thanks again for all the help...

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I'm getting the error "Uncaught TypeError: Cannot read property 'sort' of undefined" in the Dev Console when trying to access the Contacts section after making some basic modifications of the Contacts section page (adding a couple of fields, including a new lookup) which is preventing anything from loading for the Contacts section. Before adding these fields it was working fine.

 

I saw the article https://community.bpmonline.com/articles/uncaught-typeerror-cannot-read-property-sort-undefined for this error, but the resolution for it states it's due to an incorrect application deployment, which seems odd given the minor modifications made all through the wizard. The article also states it's for bpm'onine mobile, which I'm not using. Does anyone have a resolution/know the cause of this?

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Dear Harvey,

Try to run the same script described in the article. Since it affects both web and mobile versions, it should resolve your problem. If you are using cloud version of the application, try to install SQL console and run the script. The SQL console can be downloaded here https://marketplace.bpmonline.com/app/sql-executor-bpmonline

Best regards,

Dean

Dean Parrett,

Hi Dean,

Thanks for the reply - after posting the question I tried running the script but there was already a record with that Id in the table, so it failed based on the Id needing to be unique. I then tried copying that record out to a backup table, deleting the record from the SysLookup table, then running the script in the article (which then ran fine) but the problem persisted in the application. After checking it was still failing, I restored the record from the backup to avoid any unwanted changes.

I'm currently looking into deleting all config changes in the package to see if I can get the Contacts section to work (thankfully few in the package currently) but obviously this wouldn't be a good solution if there were more changes that would be lost! Is there anything else I could try before losing this config?

Thanks,

Harvey

Dear Harvey,

Thank you for the reply. 

If the script could not help and you already have the record with the same ID, I'd suggest you to contact our support team via support@bpmonline.com so that we could look into the issue in your particular environment and find the solution. I believe we might not be able to resolve the issue within the community thread without support team investigation.

Best regards,

Dean

Thanks Dean,

Interestingly exporting the package, deleting it, and then re-importing the package appears to have resolved the issue, but will contact support with this if it happens again.

Best Regards,

Harvey

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Hi,

what are the steps to add a new dimension to the Forecast section.

Saw that "More dimensions can be added only with the development tools."  in https://academy.bpmonline.com/documents/sales-enterprise/7-14/forecasts-section

Please Explain.

Regards,

Anitha P

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* Add the new dimension to the "Dimension" table. Path - is the name of the linked column in the Opportunity object. 

* Then check the "getDimensionsSchemaMapping" method in the "ForecastPage" module. Add a needed object. A linked column in the object should be named like "Opportunity"+the Path specified in the first step.  "forecastEntityInCellUId" is select UId from SysSchema.

* Modify the "getDimensionsSchemaMapping". Add a new block. For example

getDimensionsSchemaMapping: function() {

                    var result = this.callParent(arguments);

                    var dimension = {

                            dimensionId: "79F2CC8E-FE34-4AB5-AF85-87FD3F1EF708",

                            //select * from SysSchema where UId = 'B6DB3526-98AA-4E4C-AE4C-2641A0919DC2'

                            forecastEntityInCellUId: "B6DB3526-98AA-4E4C-AE4C-2641A0919DC2"

                        };

                    result.push(dimension); 

                    return result;

                }

If you face any difficulties, please debug the functionality on the client side and debug the "Execute" method in the "ForecastCalculator" class.

https://academy.bpmonline.com/documents/technic-sdk/7-13/client-code-debugging

https://academy.bpmonline.com/documents/technic-sdk/7-13/server-code-debugging

 

 

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I am using SSO integration for authentication for an implementation. However, there is a requirement where we need to support a list of users who aren't part of the directory. How do we implement this in BPM'Online? Can we run BPM'Online in a dual mode to support SSO integration as well as forms authentication for a subset of users?  

 

Thanks in advance...

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Hello!

When SSO is enabled for the instance and users try to log in using the link "https://NAME.bpmonline.com", they are automatically redirected to the SSO authentification page. If you want some users to log in without SSO authentification, they can use the link "https://NAME.bpmonline.com/Login/NuiLogin.aspx?" and they will not be redirected to the SSO authentification page.

Best regards,

Anastasia 

Thank you, Anastasia!

Abdelsalam Selim,

Hello,

 

Starting from version 8.0.3, Creatio allows configuring Single Sign-On (SSO) through the interface.

 

https://academy.creatio.com/docs/8.x/setup-and-administration/category/authentication

 

In this case, users on the login page will have the option to log in using the standard method or perform SSO by clicking the login link for the selected provider.



Best regards, Pavlo!

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Hi,

Wich is the best way to set a Lookup for Surveys?

For example in Accounts if i need to call contacts i call the lookup named "Contact".

Regards.

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Hello Juan,

To achieve your target you need to create a lookup field on an account edit page and specify the link to an object that represents these surveys. You need to create an object for your surveys and creation of objects in the system is described in an Academy reference here. Once done you will receive a lookup for surveys.

Best regards,

Oscar

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Hi , 

 

I want to create a sub process that will check completion of the task at a destined time on a specific day, and if the task is not completed by that particular time, an email to be sent to owner’s manager reminding him/her that the task needs attention, otherwise process termites. 

 

Could you please give me some guidelines for this 

 

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Hello,

You can add to your process similar process or create a subprocess that will start with start timer: http://prntscr.com/ob3c8p. Process will read activity and in case it has status "completed" (http://prntscr.com/ob3d1i) it will stop, otherwise it will send an email. 

Best regards,

Angela

Angela Reyes, thanks Angela . But can a subprocess can start with start timer 

Also , If I need to send email on every monday at 4 pm how will start timer work in this case? how do I select owners manager in 'To'?

Arunava,

Timer start signal allows to set such conditions for start. As for the owner manager - you can use read data element to read owner of the task and then read owner of the contact.

 Best regards,

Angela

Angela Reyes,

start timer can be used in subprocess for a case ? it shouldnt start with a simple start ?

Angela Reyes, could you please give a screenshot  for the below requirement ?

Angela Reyes writes:

Arunava,

Timer start signal allows to set such conditions for start. As for the owner manager - you can use read data element to read owner of the task and then read owner of the contact.

 Best regards,

Angela

Arunava,

I use Read data 1 to read activity (http://prntscr.com/ocxsqh), then I read activity contact (http://prntscr.com/ocxsyt) and send an email (http://prntscr.com/ocxt3q).

Angela Reyes,

Thanks Angela , I am requesting you to share the screenshot on timer element as to how to add such conditions for start ?

Dear Arunava, 

Unfortunately, the subprocess can't start with start timer. So you can use Wait for timer intermediate event (http://prntscr.com/odca42). However, it takes only amount of seconds to wait until the process continues as a parameter so you would need to calculate this amount in a script task. You can use a standard C# methods in a script task so you can subtract the DateTime.Now from the needed fire time, convert it to seconds and pass to the parameter in a Wait for timer to have it triggered on a certain time. 

Best regards, 

Dennis 

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Hi!

with next formula: [#Leer datos lead.Primer elemento de colección resultante.Punto Información#] != Guid.Empty

I always receive Operator no valid as error. I have reviewed documentation as it is the same syntax.

Any idea of the problem?

Waiting for your help, thanks a lot in advance!

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Hi,

"Punto Información" is a lookup?

Check that, if is not a lookup the formula would like != ""

Regards

juan cruz,

Hi Juan!

Punto información is a lookup :(

Thanks for your help!

sarauzo,

Could you please send an email to support@bpmonline.com? We will be glad to help!

Best regards,

Angela

Angela Reyes,

Thanks Angela, i will resend to support

 

Best!

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Dear,

We are building a portal website (PHP) where we want to provide PDF-files to the users. These PDF-files are stored as attachments in the 'Attachments and notes'-tab of a section in bpm'online.

With odata, we receive a link to the PDF file. But when a user clicks this link, the login-page of bpm'online is shown.

Is there any way we can extract these PDF files from bpm'online towards the portal without user login required?

For example, stream the base64 data from bpm'online and recreate the PDF in the portal?

Kind regards,

Vincent 

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Dear all,

Problem is solved by casting the InvoiceFile.Data-field to base64 in the SQL-query of the view in bpm'online:

cast('' as xml).value('xs:base64Binary(sql:column("invf.[Data]"))', 'varchar(max)') AS UsrInvoicePDF,

Now the base64 data can be fetched by the portal via odata, and the PDF file is recreated in the PHP-code of the portal.

Kind regards,

Vincent

It's possible to change web service mode to anonymous. However in this way it will be a clear violation of security policy. All files from bpm'online will be accessible to everyone, so it's not recommended to do. Before making requests a third party application must be authenticated and receive the corresponding cookies. Please use cookies and sessions in all requests. I hope the article below will help you.

https://academy.bpmonline.com/documents/technic-sdk/7-13/executing-odata-queries-using-fiddler

 

Vincent Tahon,

 

Hi , I have also the same scenario where I need to fetch the documents from Custom Section from Creatio to the third-party portal so that end customers can download the files.

 

I was struggling to understand how it can be done at a third-party application using OData. 

 

My application is on .NET (C#).

 

It will be helpful you can guide me for the same.



Many thanks

Akshit

 

Could you please elaborate on what is hard for you to understand? 

At what point are you having trouble ? 



Best regards, 

Yurii

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I'm hoping to set up colour-based row filtering for a section list (as per https://academy.bpmonline.com/documents/technic-sdk/7-13/how-highlight-…), but only in a particular folder.

Is there any method or property I can access from a section schema that would tell me which folders or filters are currently applied to the list?

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There is an opportunity to find out which folder is applied to the list. Please use the property this.get("CurrentFolder"), which will give you all information you need.

Excellent, thank you.

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Hi community,

Its possible when i click a field on a dashboard(view) display another view with another information?

King regards!

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Unfortunately, there is no such functionality in out-of-the-box system.

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