Hello,



Tell me, please, is there a template or application with which you can edit files (docx, txt, pdf) inside CRM and after editing use them as an attachment to a letter without saving these files on your computer?

There is a specific example where CRM should act as the main repository of information from which the original version of the file is taken and the edited version is saved here (i.e., FTP or cloud disks cannot be used). Is it possible to implement this?

Hello,

How can I build a sales pipeline with conversion that consist the number of sales that have gone through each of the stages?

For example:

- We have 100 established sales at the Qualification stage. There are 5 standard stages in the system: "Qualification", "Presentation", "Commercial Offer", "Contracting", "Completed with a victory".

- The manager begins work with the created sales. Accordingly, 100 sales will pass through the first stage;

- 90 sales went to the “Presentation” stage (10 - ended with defeat), etc. Sales are eliminated with every new stage. The manager successfully completed 40 sales as a result. That 40 sales went through the all stages.

- The final sales pipeline should looks like - Qualification - 100, Presentation - 90, Commercial offer - 70, Contracting - 40, Completed with victory - 40.

If anyone is successfully using the SmartCloud Outlook Connector add-in, can you tell me if and what any security settings may be required from within bpm'online to facilitate a successful connection?  I have successfully installed the plug-in into Outlook and I'm able to open a message and launch the add-in, which brings me to a login screen for bpm'online.  I type my username, password and instance URL (have double, triple, quadruple tested it), but as soon as I hit the "Sign in to my BPM'Online account", it returns a "NotAuthorized" error.

I suspect that perhaps I need to add "Access to object from external sources" permissions -- but if so, to what objects?  

Hi,

I 'm trying to implement the "Adding a detail with an editable list" of the development guide.

When creating the module at step 2 and filling the Parent object, I get Message Box that says "Module substitution is not allowed".

I'm on the 7.13 version.

I try but I get errors every time, even with a basic class for testing.

Hi Community,

I want to call a process on the 
client side and when it ends, for example, update certain values ​​of the page. 
Is it possible using the callback? 
The callback works but the page with the caption of loading remains. I Have this example:

var someFunction = function (a) { 

                                    

                                    this.loadSchemaCaptionByName("UsrApproveBSRankedCompare", function(caption) {

                                                this._showSuccessfullyRunProcessPopup("The process has been completed");

                                            }, this);

                                    

                                };

                                this.executeProcess(args , someFunction)

executeProcess: function(sysProcessName, callback) {

                ProcessModuleUtilities.responseCallback = callback;

                ProcessModuleUtilities.executeProcess(sysProcessName)

            }    

Thank you!

regards

Hello,

I have an enquiry regarding parsing a collection of records. The idea is I want to read a number of records "Read Data" (a collection of them) and want to pass their email addresses and Names into the "Send To" field of the "Send Email" process element and their name into the merging "Email body content". 

In what way would I be able to do that?

Thank you

I'm not sure if I'm just doing something wrong with formatting, etc., or if this simply won't work using the standard Word Printables functionality, but I am trying to create a document (as a PDF) that makes internal decisions using the Word IF statements and information fed to the printable via the printables mergefields.

For example, I have one value that I want to have calculated based upon the DownPayment mergefield.  If the DownPayment is greater than a certain amount, additional language is added to the document  (i.e. {IF {MERGEFIELD <>}>=10000,"Amount shall be wired directly to...",""}   This works in the document before making it a printable, but once I make it a printable this functionality no longer works.

Thoughts?

Hi,

I'm getting an error while trying to accomplish one of the exercises of the first Admin class.

Repro Steps:

1) Create a brand new trial instance in the following URL:

https://www.bpmonline.com/trial?product=en-sales-ent-marketing-service-ent

2) Once the trial is created and you are logged in, go to Contacts and select a Contact.

3) Menu "VIEW > Open section wizard".

4) Click on EDIT PAGE

5) Drag the "Birth date" field into the CONTACT INFO tab.

6) Click on the Page Settings icon.

7) Set a valid name (e.g. "UsrContactPageV2") and click SAVE.

8) Click on the SECTION WIZARD button to go back.

9) Click SAVE

10) After a while, the following error is displayed:

Unable to save schema. Name: UsrContactPageV2. Caption: Display schema - Contact card. Error: ObjectIsReadOnlyException. Unable to save changes for item "UsrContactPageV2". It is either created by third-party publisher or installed from the file archive. Contact system administrator.

I tried similar steps with an Account and I got the same error. I created a brand new trial just to make sure that I didn't break anything.

Any help would be appreciated.

Regards,

     Marcos

Hi, 

I have developed an editable List Grid Detail (derived from BaseGridDetailV2). The detail is added to OrderProductPage.

The entity schema (table) for this detail has the following columns:

  - OrderProductId (Lookup field from OrderProduct table)

  - AssetId (Lookup field from custom asset table)

Assets are linked to Account. The detail is rendered properly however I want to filter the Asset field in the detail based on the opened Order's Account field (Detail screenshot attached). Currently it lists, all the records from the Asset table

Any Ideas on how this can be achieved?

Thank you