Hi,

 

I need to integrate with a system that has its own custom identity provider which isn't LDAP, it's more a forms way of authentication that generates a user token. Is there a way of integrating over SSO on BPM'online to use the custom identity provider?

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Hello! 

There is an option to integrate using Single Sign-On in bpm online. Please check the academy article below:

https://academy.bpmonline.com/documents/administration/7-14/single-sign-technology-bpmonline

Best regards, 

Dennis 

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Hello everyone,

 

I'm trying to add some custom quick filters to bpm solutions I'm working on. Specifically I need to add filters for dates: 30 and 60 days (Creation date until Current date), which are similar to the 1 and 7 days already provided. And Team based filter, similar to the employee/owner one, but instead of 1 person, 1 team (which might include several employees in a custom object)

Has anyone done anything similar? If so,how?

I've already read through this post https://academy.bpmonline.com/documents/technic-sdk/7-13/adding-quick-filter-block-section but has not answered my questions.

 

Thanks!

Ignacio

 

 

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to further clarify. Is there a way to do this from the original code for quick filters?

Technically the buttons are in the "FixedFilterViewV2" module. But it will be very hard to modify it. I think that it will be easier to create your own control and place it to the container with the buttons with the same style.

Please find more information in the article by the link below.  

https://community.bpmonline.com/articles/how-create-custom-control-element

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Suddenly the "Do not use mail" becomes inactive. I have seen the check box active in eariler version.

 we are in version 7.14.1.935

Did anyone noticed this?

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Hi! 

Just checked this behaviour on my demo - the checkbox is active: http://prntscr.com/o2e25u. Check your business rules and code of the schema to make sure that there are no customizations. 

Best regards,

Angela

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Hi,

How to create a copy of the record (all the field values) in opportunity section by clicking button and add a new record with that copied record values? 

Thanks,

Akshaya Gajendran

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Hi , 

 

I want to create a template for Invoice printable. Please help me with the way forward. How can I edit the columns in existing template. If I need to add certain tax parameters in the printables , please tell me how to move ahead with this . 

 

Thanks

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Dear Shailey,

To edit the existing templates, you need to go to the Lookups, open Printables lookup and select the required report. In the opened window you will see the list of fields that can be edited by clicking on the button 'set up list of fields' http://prntscr.com/o176fm Once the changes are performed - save them by clicking on the button 'OK' 

If you want download and upload the template - use the correspondent buttons 'Download template' & 'Upload template' 

Apart from that you can use MS Word plug-in to edit the templates through Microsoft word. Here is the article on how to install and set it up. 

https://academy.bpmonline.com/documents/administration/7-14/ms-word-printables-setup

https://academy.bpmonline.com/documents/administration/7-14/setting-templates-ms-word-printables

Also, here are more articles on how to design your reports. Most likely you will need to use custom macros to set up some specific parameters in your templates.

https://academy.bpmonline.com/documents/technic-sdk/7-13/basic-macros-ms-word-printables

https://academy.bpmonline.com/documents/technic-sdk/7-13/how-create-macros-custom-report-word

Best regards,

Dean

 

Thanks Dean Parrett,

 

I am trying to install the plugin but it is not supported for MacOS . Could you please suggest . 

Dear Shailey,

Unfortunately, it is not possible to use word plug-in on Mac devices. In this case you may just use upload and download template buttons on the printable edit page. The plug-in for Mac devices will be developed for the future application versions. 

Best regards,

Dean

Dean Parrett,

Thanks dear. I have installed as per the instructions in academy page . But still I cant find the plugin in my word document . I need to edit the printable document. 

Dear Shailey,

There are 3 possible reasons for it.

1. When installing the plugin, do not confuse your Windows OS bitness and MS Word bitness. You can check your MS Word bitness here http://prntscr.com/o3a04n In my case I would need to download 32bit version of the plugin. 

2. The required software was not installed. After you downloaded the archive with the MS Word plugin, make sure to install all the subordinate applications, that go together with the actual plugin, in the order indicated in the article http://prntscr.com/o3a26z Without this software the plugin will now work. 

3. Check if the plugin is active in the Word settings http://prntscr.com/o3a103 

Best regards,

Dean

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Hi,

The opportunity amount was getting updated based on the products added to the opportunity. But after i added replacing object to 'Opportunity product' with new column, the opportunity amount is not updating . 

The server side business process should also work even after we do replacing object with new columns. but this is not working.

Please help. And correct me if am wrong.

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Dear Sriraksha,

According to the out-of-the-box ligic, the calculation of the value in Opportunity Amount field is performed in the separate object - OpportunityProductInterest - by the object process 'CalckOpportunityAmountAfterSevedScriptTask' http://prntscr.com/o2usow You need to change replace this object and modify the method 'CalckOpportunityAmount', tick the checkbox 'override' and save the changes http://prntscr.com/o2uu4i

The other solution is to create a new separate business process that would update the Opportunity amount value.

Best regards,

Dean

 

Dean Parrett,

If we use replacing object , then the server side processes of the object should be reflected in latest one right!!.. Why this is not happening?

Dear Sriraksha,

Yes, when you replace an object, its built-in processes are transferred to the new object. But the object Opportunity doesn't have built-in process that is responsible for Opportunity Amount calculation. The required object with the required built-in process is OpportunityProductInterest. It is associated with the original Opportunity object only. Therefore, you need to replace OpportunityProductInterest and 'connect' it with the new replaced Opportunity object.

Best regards,

Dean

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Hi,

There are a few questions that I have around the Web Service Components of BPM'Online(Global Search, Machine Learning, Bulk Email, etc). I would be immensely grateful for any help that I can get here.

1) There is a generic mention of Docker and Kubernetes in Software Requirements on the server-side (PFB the screenshot). Is this specific  only to Global Search, Bulk Duplicate Search and ML Service components and not to the main application components? If yes, wouldn't Docker and Kubernetes become optional software components as these services are themselves optional services? Please validate.

2) Are the Bulk Email and Data Enrichment services available on cloud only? If yes, do they also store state information about the application that is requesting these services? For example, there could be customers with on-premise BPM'Online instances and stringent security requirements who wouldn't want their data to reside on cloud. How do we handle such scenarios? On an other note, can these services be setup on-premise?

3) Conversely, do the global search, bulk duplicate search and ML services always need to be setup on-premise for an on-premise application? In other words, can an on-premise solution use a cloud version of these services and thus not needing a complicated setup for the same on premise? If yes, what are the parameters that help decide on-premise vs cloud fitment for these services?

4) Are the containerization requirements listed at the below link needed only for the setup of Global search, bulk deduplicate search and ML services, as the data enrichment and bulk email service seem to be cloud services only?

https://academy.bpmonline.com/documents/administration/7-14/containeriz…

5) The containerization requirements from the link above give recommendations on the configuration of Kubernetes masters, nodes and loadbalancers. Is this recommendation per service(like global search, ML, service, etc) or is it for all applicable services? In other words, do we have to replicate the same setup of masters, nodes and loadbalancers for each service that we setup or can we have just one unit of masters, nodes and loadbalancers for all services?

6) I assume that each component of each service(like the gs-web-api of the global search service) needs to be installed as a docker container on a kubernetes node through a deployment that is managed through a kubernetes master. Please validate.

7) I have a requirement to build an on-premise BPM'Online application using the Sales module for 2500 users in production. BPM'Online is just one component in a large enterprise architecture containing many different applications. They also have strict data security requirements. The Global Search, Bulk Deduplication and Bulk Email services also need to be used for this implementation. What is the recommendation for each of these services from a deployment standpoint (on-premise vs cloud)? If it is on-premise, would you recommend Docker Enterprise Edition over the Community Edition? Does usage of Kubernetes involve any cost?

 

Thanks in advance...

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Hi!

Please see all answers below: 

1) Those components are optional and required only if you want to use services like Global Search

2) Bulk emails cannot be deployed locally client can only connect to our services, data enrichment- can be deployed or system can be connected to our services. There are several options, so if you need more details I recommend you to contact support team directly.

3) They need to be set up on premise. There is an option to connect to cloud services, but it is not available for global search. Parameters are cost+secure policies since on-premise instance must be opened for our services.

4) Those are requirements needed for all services mentioned in the article if you decide to host them on your services. Bulk emails cannot be deployed locally thought.

5) It is up to the system administrator - we do not have recommendations for deployment as it fully depends on customer.

6) Indeed it is

7) It is also up to the client since both deployment methods have their pros and cons and it is up to  the client what is more important for him. As for the docker and Kubernetes - since it is not bpm'online product we do not have any recommendations for it.

Best regards,

Angela

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Can i set up different section access for portal users? Say section 1 & 2 in portal workspace to be given with portal user 1 and section 2 & 3 to be given to portal user 2. If possible how to do?

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Dear Krishna,

You can create a functional role, add it to the portal user and set up permissions not for all portal users, but for a created functional role. So using different functional roles for portal users you can differentiate access permissions.

Best regards,

Anastasia

Anastasia Polo,

Thanks worked, Thanks!!

 

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Hi Team, 

 

I am trying to clear the stage values which are not in my Opportunity Stages . When I am trying to delete , it says there are multiple records connected with it. May I know how this connection is established while the stage does not even occur in the cases. 

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Dear Shailey,

Try to check the opportunity history tab on the opportunity page and you should find the record on the Stages detail. For example, If I try to delete one of my stages http://prntscr.com/nwuu67 I will see the same notification as you. If I open the opportunity page, I will see the stage in the history http://prntscr.com/nwuv9b Also, most likely your stage was renamed to 'Id.decision makers' like I renamed my 'Qualification' stage to 'test stage'

Since it is the basic stage, we do not recommend to delete it or any other original lookup values since it may influence the functionality performance. If you need some new stages, it is better just to rename the existing ones and not delete them.

Best regards,

Dean

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Hi,

I want to hide new order button in opportunity edit page, How to hide it ?

 

Thanks,

Akshaya Gajendran

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Please remove the CreateOrderFromOpportunityButton element from the opportunity page and from the opportunity section as it was done in the article by the link below.

https://academy.bpmonline.com/documents/technic-sdk/7-13/how-hide-feed-area-agent-desktop

Thanks Eugene,

I tried removing CreateOrderFromOpportunityButton element , its removing the button only on reload of the page. The button is still visible while I open edit page. 

Akshaya Gajendran,

Please remove the CreateOrderFromOpportunityButton element from the opportunity page and from the opportunity section

Eugene Podkovka,

Thank you, it works well.

Other way...

Add a CSS on your OpportunityPage:

Use CSS OpportunityPage to hide the button:

 

You could do it as well with jQuery to in the onEntityInitialized method

 

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