Hi,

I'm using Orders and Order Items section with a 1:N relationship. On the Order Item I maintain a re-order date for that specific item. When the Current Date equals the Re-Order Date I want to send emails to customers for all the records where this condition applies.

The email should contain Order Item details but also information from the Parent Order, the associated Account and the Contact associated with the Order.

Below is the workflow as I have it so far. I'm unsure how to read the associated data from the Orders, Account and Contacts related to the initial collection of records of Order Items and then how to use all of it to send one email per Order to the Primary Email of the Account and Cc to the contact on the Order. The email body should include the Product Name from Order Item, Order Number and Date. 

Thanks for your help.

Hi,

How do we enable hybrid mode on Mobile? The system setting "Mobile application operation mode" allows only two options - "Online" and "Offline".

Thanks in advance...

Hello,

I have developed one service which inserts contact and contact-address from the third party to bpm'online. I have written below code to add contact and its Address simultaneously:

var insertContactQuery = new InsertQuery()

{

                    // Root schema name.

                    RootSchemaName = "Contact",

                    OperationType = QueryOperationType.Insert,

                    // New column values.

                    ColumnValues = new ColumnValues()

                    {

                        // Key-value collection.

                        Items = new Dictionary()

                                 {

                                     {

                                         "Account",

                                         new ColumnExpression()

                                         {

                                             ExpressionType = EntitySchemaQueryExpressionType.Parameter,

                                             ColumnPath = "Account",

                                             Parameter = new Terrasoft.Nui.ServiceModel.DataContract.Parameter()

                                             {

                                                 Value = item.AccountId,

                                                 DataValueType = DataValueType.Lookup

                                             }

                                         }

                                     },

                                     {

                                         "Name",

                                         new ColumnExpression()

                                         {

                                             ExpressionType = EntitySchemaQueryExpressionType.Parameter,

                                             ColumnPath = "Name",

                                             Parameter = new Terrasoft.Nui.ServiceModel.DataContract.Parameter()

                                             {

                                                 Value = item.StoreContactFirstName + " " + item.StoreContactLastName,

                                                 DataValueType = DataValueType.Text

                                             }

                                         }

                                     },

                                     {

                                         "MobilePhone",

                                         new ColumnExpression()

                                         {

                                             ExpressionType = EntitySchemaQueryExpressionType.Parameter,

                                             ColumnPath = "MobilePhone",

                                             Parameter = new Terrasoft.Nui.ServiceModel.DataContract.Parameter()

                                             {

                                                 Value = item.StorePhoneNumber,

                                                 DataValueType = DataValueType.Text

                                             }

                                         }

                                     },

                                     {

                                         "ContactAddress",

                                         new ColumnExpression()

                                         {

                                             ExpressionType = EntitySchemaQueryExpressionType.Parameter,

                                             ColumnPath = "Address",

                                             Parameter = new Terrasoft.Nui.ServiceModel.DataContract.Parameter()

                                             {

                                                 Value = item.StoreStreetAddress,

                                                 DataValueType = DataValueType.Text

                                             }

                                         }

                                     },

                                     {

                                         "ContactCity",

                                         new ColumnExpression()

                                         {

                                             ExpressionType = EntitySchemaQueryExpressionType.Parameter,

                                             ColumnPath = "City",

                                             Parameter = new Terrasoft.Nui.ServiceModel.DataContract.Parameter()

                                             {

                                                 Value = item.StoreCityName,

                                                 DataValueType = DataValueType.Text

                                             }

                                         }

                                     },

                                     {

                                         "ContactZip",

                                         new ColumnExpression()

                                         {

                                             ExpressionType = EntitySchemaQueryExpressionType.Parameter,

                                             ColumnPath = "Zip",

                                             Parameter = new Terrasoft.Nui.ServiceModel.DataContract.Parameter()

                                             {

                                                 Value = item.StoreZipCode,

                                                 DataValueType = DataValueType.Text

                                             }

                                         }

                                     }

                                 }

                    }

                };

am I doing something wrong? Please guide.

Hi,

When trying to fill in the profile details, I am trying to provide some information in the details.

But only provide few info and save it and as i have filled in few details, percentage of the profile completion increases but is there way that the profile completion doesn't increases until i provide all the information in the details

I have this Email template using Lead object as base.

The macro for the Owner Email will not work, but the MobilePhone and other will work perfectly.

Template

Result:

As far as I've been able to determine with my testing, importing City information into a record will simply take the first record in the database by that name, regardless of whether it matches Country and State/Province information also present in the record, and if none are found, will create a City record with blank Country and State/Province fields.

Before I go and duplicate the lengthy business process I wrote to handle these imports more elegantly for every object one might import address information into, I just wanted to confirm:

Is this the expected behaviour, and is there no way in the system to have imports take country and region into account when matching cities, or am I missing something?

Can we assign multiple objects like leads, contacts to same lookup?

I have created a process that is now currently running from the record in section. 

Idea is : 'Opportunity' should be allowed to be in Stage 'Closed Won' once the activity at Contracting is stage is complete . This activity can only be completed if there is an order created  for the opportunity. 

Now , I want to call this process from Cases . Could you please suggest how can we do it so that user does not have to run the process manually.

Hi,

I'm trying to retrieve a collection using EntitySchemaQuery but when try to assign it to a Parameter i get the following error:

System.NotSupportedException: EntityCollection
   at Terrasoft.Core.Process.FlowEngineStateService.InternalSetValue[T](Guid processUId, String parameterPath, T value)
   at Terrasoft.Core.Process.FlowEngineStateService.Terrasoft.Core.Process.IInternalProcessParameterStore.InternalSetParameterValue[T](Guid processUId, String parameterPath, T value)
   at Terrasoft.Core.Process.ProcessInstanceParameterStore.SetParameterValue[TValue](String parameterPath, TValue value)
   at Terrasoft.Core.Process.ProcessInstanceParameterStore.SetParameterValue[TValue](ProcessSchemaParameter parameter, Guid schemaElementUId, TValue value)
   at Terrasoft.Core.Process.ProcessModel.SetParameterValue[T](FoundParameterData result, T value)
   at Terrasoft.Core.Process.ProcessModel.TrySetValue[T](ProcessSchema processSchema, String propertyPath, T value)
   at Terrasoft.Core.Process.ProcessModel.Set[T](String propertyPath, T value)
   at Terrasoft.Core.Process.UsrGetLeadsBySalesCompanyMethodsWrapper.ScriptTask1Execute(ProcessExecutingContext context)
   at Terrasoft.Core.Process.ProcessScriptTask.InternalExecute(ProcessExecutingContext context)
   at Terrasoft.Core.Process.ProcessFlowElement.Execute(ProcessExecutingContext context)

Example code:

var salesCompanyId = Get<Guid>("InSalesCompany");
 
// Creating a query instance with the "Lead" root schema.
var esqLead = new EntitySchemaQuery(UserConnection.EntitySchemaManager, "Lead");
esqLead.AddColumn("UsrSalesCompany");
esqLead.AddColumn("CreatedOn");
esqLead.AddColumn("UsrLeadPriority");
esqLead.AddColumn("Id");
esqLead.Filters.Add(esqLead.CreateFilterWithParameters(FilterComparisonType.Equal, "UsrSalesCompany.Id", salesCompanyId));
 
// Filters in the query filter collection will be combined with the logical OR operator.
esqLead.Filters.LogicalOperation = LogicalOperationStrict.Or;
 
 
var entities = Get<ICompositeObjectList<ICompositeObject>>("ReadActiveOverrides.ResultCompositeObjectList");
foreach(var entity in entities) {
 
    Guid value;
    var fromSalesCompanyId = entity.TryGetValue<Guid>("UsrFromSalesCompany", out value) ? value : Guid.Empty;
    var toSalesCompanyId = entity.TryGetValue<Guid>("UsrToSalesCompany", out value) ? value : Guid.Empty;
 
    if(fromSalesCompanyId == Guid.Empty){
        throw new Exception($"fromSalesCompanyId it is an empty guid {entity.ToString()}");
    }
 
    if(toSalesCompanyId == Guid.Empty){
        throw new Exception($"toSalesCompanyId it is an empty guid {entity.ToString()}");
    }
 
	esqLead.Filters.Add(esqLead.CreateFilterWithParameters(FilterComparisonType.Equal, "UsrSalesCompany.Id", fromSalesCompanyId));
}
 
/*
Select selectEsq = esqLead.GetSelectQuery(UserConnection);
throw new Exception(selectEsq.GetSqlText());
*/
 
var res = esqLead.GetEntityCollection(UserConnection);
 
Set("OutLeads", res);

Paremeter OutLeads is a Collection of Objects (EntityCollection)

Any help is appreciated

Hi Guys ,

Please guide me, how to rename the main page (system ) display name ?

Secondly, How to add web page on the "About" section ?

---pfa--