In short, is this possible? For example, I want to require entry of a Contact Type on a new contact entry page, but I want to do it in the UI, not by making the underlying data column a NOT NULL column.

Hi guys, 

Do you know how to include a space between 2 buttons in an Edit page?

Thank you so much!

Hi, 

Is it possible to specify a different attribute (unique attribute from the source table) instead of Name in the Data Import templates for Lookup columns? 

For example, to update existing prices an import to Product Price table must be done. In the Data Import Template for Product Price table, there is a Product (Lookup) column. The name of the product goes in the Product column for bpmonline to identify the referenced product. Is it possible to use Product code instead of Product Name as there may be more than 1 product with the same name but the code is unique across the entire product catalog. 

Regards,

Hatim

Hi guys,

Can you please guide me to how to add images in dashboard sections ?

Hi,

I have the Project detail section included on one of my Account tabs, so that users can see all current and past projects we have worked on with that customer.

The issue is that his Project section detail list includes Project Tasks as well as the Project, where I only wish to display the Projects. I cannot find a way to filter out the Project Tasks from this display and the simple workaround of displaying the Project Task Type in the output is not great, as this only allows the user to identify and not remove. The live filter option is a one time thing and would mean a user has to create the filter each time they load the page up, which is not efficient.

How can I have this only showing Projects?

Добрый день, коллеги!

На нашем коммерческом проекте сильно увеличился размер БД - разрослись системные таблицы.

Подскажите, можно ли уменьшить размер системных таблиц в БД? 

Предполагаю, что возможно очистить таблицу SysProcessElementLog.

I am trying to used lookup for “VwSysSchemaInfo” which lists the Object’s Name(For example : in LandingType table, column name schemaUid for object lists). But am getting foreign key error like

“SqlException. Foreign key 'FKYLKAi7ejsTUaCmQl1hwk3jQcw' references object 'dbo.VwSysSchemaInfo' which is not a user table. Could not create constraint or index. See previous errors.”

Please help.

I need to have this lookup. Why am I not able to use this. Since its already by implemented in one of the table (LandingType), why is this not possible for custom objects.

Also please help me to use this as a lookup column.

I am trying to generate a printable from the opportunity object (which will be a quote) and attach this printable to an email after generating.

I am getting stuck on the generate and save printable script task. 

This is the error I am getting

Terrasoft.Common.ItemNotFoundException: Value "Name" was not found.
   at Terrasoft.Core.Entities.EntityColumnValueCollection.GetByName(String name)
   at Terrasoft.Core.Entities.Entity.SetColumnValue(String valueName, Object value)
   at Terrasoft.Core.Process.UsrlabSavePrintableAndEmailQuote1Custom6.ScriptTask1Execute(ProcessExecutingContext context)
   at Terrasoft.Core.Process.ProcessFlowElement.Execute(ProcessExecutingContext context)

I'm not sure what the issue is. I tried hardcoding the name in the script but that doesn't seem to work either. 

My script action that is failing.

var reportService = new Terrasoft.Configuration.ReportService.ReportService();
Terrasoft.Configuration.ReportService.ReportData report = reportService.GenerateMSWordReport(
    (PrintableId.ToString()), ObjectId.ToString(), ConvertToPdf);
var entity = UserConnection.EntitySchemaManager.GetInstanceByName("Opportunity");
var fileEntity = entity.CreateEntity(UserConnection);
fileEntity.SetDefColumnValues();
fileEntity.SetColumnValue("Id", OpportunityId);
fileEntity.SetColumnValue("TypeId", AttachmentType);
fileEntity.SetColumnValue("Name", "ExamplePrintable.docx");
fileEntity.SetColumnValue("Data", report.Data);
fileEntity.Save();
 
 
return true;

Let me know if you need any more information.

Also, any documentation where I can read up on this myself. Like the fileEntity variable, or just how this code works in general.

Any help is appreciated thanks!

Is there a good way to get the column headers to remain visible while scrolling through the grid (e.g. on section pages)?  I've tried CSS position:sticky, but it doesn't appear to have any effect with the way the grid is constructed.

Hi all !

In a section page, I have some processes that re run from the page using the ‘Run Process’ object.

The problem is that users activate the process before data on the current screen is saved.

I need that when user activates one of the processes in the Run Process, the page will saved automatically before the process is run.

How this can be done ?