Sales Creatio enterprise edition

sales_enterprise

Relational database types and Integration

Kavian Abhari

20:16 Aug 01, 2019

Good day everyone,

I have couple of questions regarding to the bundle.

- What are the predefined relational db types within bpm'online?

- and, what are the integrations methods for various processes and services?, such as IMAP/SMTP

Thanks

1 comments

Angela Reyes

20:44 Aug 01, 2019

Hi!

You can find all databases that are compatible with bpmonline in software requirements: https://academy.bpmonline.com/documents/administration/7-14/server-side-system-requirements?document=marketing

All possible methods of integrations are described here: https://academy.bpmonline.com/documents/technic-sdk/7-13/integration-bpmonline-and-public-api

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7.14_()

sales_enterprise

Capturing Signatures through bpm'online mobile app

Shailey

09:43 Jul 29, 2019

Hi members.

We have a requirement with our Pharma client to capture the signatures of Customer once a medicine/ sample is delivered.

Saw this integration framework from bpm'online - 'https://marketplace.bpmonline.com/app/e-signature-integration-framework'

But this will not suffice our requirement as we do not have an app already developed for that .

Could you help us figure out the solution for this .

Does bpm'online has any such marketplace app?

1 comments

Dennis Hudson

02:11 Aug 06, 2019

Dear Shailey,

You can try another marketplace app:

https://marketplace.bpmonline.com/app/adobesign-connector-bpmonline

It looks like it performs similar tasks to the one you've mentioned.

Best regards,

Dennis

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global search

7.14_()

sales_enterprise

Add a new object in Global Search list

Stéphane Banon2

12:25 Jul 16, 2019

Hello,

I am trying to add TAGS in the global search function.

Someone now how it has to be done?

Thanks in advance.

Stéphane.

2 comments

Anastasia Polo

20:28 Jul 17, 2019

Dear Stephane,

As for now, there is no such functionality in the system. As a workaround, you can create a text field at the page and configure the business process that will automatically add the text value from the tag to this field. After that, you will be able to search tags using Global search.

Also, we have informed our R&D team regarding your request so they consider enhancing this functionality in upcoming releases. Thank you for helping us to make our application better!

Best regards,

Anastasia

Stéphane Banon2

20:30 Jul 17, 2019

Thank you Ana for this good workaround

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7.13_()

sales_enterprise

bpm'online Integration with Global Navigation Satellite System (GNSS)

Gupta

10:27 Jul 12, 2019

Hi,

Please guide me on bpm'online integration with Global Navigation Satellite System (GNSS).

Thank you.

1 comments

Dean Parrett

10:50 Jul 12, 2019

Dear Gupta,

The application doesn't have such integration out of the box. As far as I understand you are referring to the Cargo logistics marketplace application https://marketplace.bpmonline.com/app/cargo-logistics-powered-bpmonline We suggest to approach the application developer via sales@smv-group.ru.com for further consultations on how the application is integrated with GNSS.

Best regards,

Dean

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dashboard

7.14_()

sales_enterprise

Performing a calculation on a dashboard

Damon Hacker

06:10 Jul 07, 2019

I’m looking for a way to display, on a dashboard, the result of a calculation between two fields within a record. The metric type would be perfect, except it only allows count, sum, average, min/max and only of one field.

The general recommendation of adding a field and performing the calculation there, but just report on it via the dashboard, won’t work. Specifically, I’ve got a custom field in an activity that is either “billable” or “not billable” what I’m trying to do is calculate the utilization rate (billable/total hours). The problem is that each activity stands on its own — it’s either 100% billable or it’s 100% non-billable. Until those numbers are aggregated, the calculation is meaningless. But I can’t find/come up with away to perform that calculation and report on it via the dashboard.

Thoughts?

2 comments

Angela Reyes

06:32 Jul 07, 2019

Hi Damon,

Have you tried Calculated charts/Calculated metrics application for bpm'online? It allows to calculate data using formulas so it might be helpful for you.

Best regards,

Angela

Damon Hacker

06:36 Jul 07, 2019

Hmmm. I’ll give it a go and see. Thanks for that recommendation.

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sales_enterprise

how to install a plugin to create a new template for a new value under printables lookup

Gupta

16:31 Jun 11, 2019

I want an exact procedure for installing the plugins and location where i can download the required plugin

1 comments

Oleg Drobina

02:50 Jun 12, 2019

Hello Gupta,

Here is an Academy reference with installation files and instructions on how to install the plugin.

Best regards,

Oscar

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7.14_()

sales_enterprise

Account Fields in Contact record

PaulSliz

21:32 Jun 05, 2019

Hello: Has anyone had experience in copying an Account default field into a Contact record so both have identical information?

Thanks,

Paul

1 comments

Angela Reyes

02:12 Jun 06, 2019

Hi Paul,

Usually such tasks can be solved via business process. Can you please specify what kind of fields you want to copy?

Best regards,

Angela

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7.14_()

sales_enterprise

Locking Fields displayed nF

PaulSliz

16:30 Jun 05, 2019

Has anyone had experience in setting up Contact fields to display and locking them so users cannot change the setting? Looking for help in how to do this.

Thank you!

Paul

2 comments

Oleg Drobina

16:59 Jun 05, 2019

Dear Paul,

You can setup column permissions to fields for specific roles so users could only see values of fields but they will not be able to edit them. Here is an Academy reference on this topic here.

Best regards,

Oscar

PaulSliz

17:06 Jun 05, 2019

Oscar Dylan,

Than you Oscar! Much appreciated.

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Self service portal

detail

edit page

7.13_()

sales_enterprise

Detail with an edit page to the self-service portal

Grigoriy

02:32 May 25, 2019

After adding a custom detail with an edit page to the self-service portal page, the "+" button (add entry) does not visible.

How to make the addition of a record work in detail?

1 comments

Anastasia Botezat

18:32 May 28, 2019

Dear Grigoriy,

Please destribute access rights on the detail object for portal users. For example you have a detail based on UsrObject, then you need to turn on "managed by operations" for UsrObject for portal userd, so tha they can add and edit records.

http://prntscr.com/nuhpmo

Regards,

Anastasia

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7.13_()

sales_enterprise

Business Process to Complete Selected Activities

Thanos

05:36 May 21, 2019

Hello,

As the title puts it, is there a way to "Select" a number of activities on the Opportunity page (Activities Detail) and then "Run-Process" on the page to change the status to "Complete".

How would I go about reading the selected records?

Thank you

1 comments

Angela Reyes

14:30 May 21, 2019

Dear Thanos,

Read data element cannot use the result of collection - you can read collection of records but you will not be able to pass it further to the process. To fulfill your task you can either create a cyclic process that will complete certain amount of Activities according to the filter or create a process that will complete all Activities connected to a Opportunity or write a script task that will divide ID's for read elements.

Best regards,

Angela

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