folders
view setup
7.13_()
sales_enterprise

Is there a way to set up certain column views for one unique folder and have them save to that folder? 

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3 comments

Dear Heather,

The basic application tools do not allow to set up the views for folders, however we have the marketplace application that can satisfy your needs https://marketplace.bpmonline.com/app/list-setup-folder-bpmonline

The out-of-the-box feature that would allow to set up folder views will be available in the future application versions. As for now, please install this application. 

Best regards,

Dean

Dear Parrett,

Hi,

 

it seems the add-on is no longer available on Marketplace. Any hints how to define list view for a folder?

 

Best regards,

 

Michal

Hello Michał Krzycki,

 

Unfortunately, there is no basic way to set up different columns' views for different folders, but the corresponding project is already registered for our R&D team. The idea was accepted by them and will be released in further versions of Creatio system. 

 

Please let us know in case any additional information is required. 

 

Best regards, 

Olga. 

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Hi,



I'm trying to create a calculated column called Doors on an editable grid. Doors amount is calculated based on two columns. Entries and Floors. All columns are int. So Doors = Entries * Floors. How can I calculate Floors automatically and without using a business process on an Editable Grid. We achieved Editable grid using https://community.bpmonline.com/articles/editable-grid-section

 

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Hello Yosue,



It is difficult to implement it in a way that you described. The most easy way to achieve it is to create additional column and update it`s value each time entries or floors value changes. Such realization will allow you to work with "doors" value from any part of the system as you usually do.

Idea is to add column, and calculate each time object is saved using entity event layer : https://academy.bpmonline.com/documents/technic-sdk/7-13/entity-event-layer



Best regards,

Alex

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command line
portal users
7.13_()
sales_enterprise

Dear.

I wanted to make a query regarding the Command-line that comes by default in BPM'ONLINE. What happens is that I would like to know if it is possible or is there some form and / or code that allows me to show the Command-line in the profile of the portal users?

 

I found this tutorial that shows how the Command-line works but not how to make the portal user see it.

 https://academy.bpmonline.com/video-course/command-line

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Hello, 

Unfortunately now there is no good way to transfer the command line on a portal. It would be basically equal to implementing new command line. RnD team already working on adding command line for portal users in future versions, there is no ETA for this yet. 

Best regards, 

Dennis 

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7.13_()
sales_enterprise

How to enable saml 2.0 in bpmonline (on-premise)?

 

 

Thanks,

DK

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1 comments

Dear Deepthi, 

SAML 2.0 protocol support is implemented in bpmonline when setting up Single sign-on. Any identity provider that supports this protocol is compatible. If that is what you are trying to set up here are academy pages that would help you to do that: 

https://academy.bpmonline.com/documents/administration/7-13/single-sign-technology-bpmonline

https://academy.bpmonline.com/documents/administration/7-13/single-sign-setup?document=#XREF_87966

if not, please specify what you are trying to set up.

Best regards,

Dennis

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Workplace
7.13_()
sales_enterprise

How can I use the "Created on"  date in another section? 

I want to use it outside of Activities - so I put it in another section- the only problem is that its not populating and I can't find the code to copy in...and I'm not a coder. Honestly- I'm not even sure if it should need code. 

Any help would be greatly appreciated. 

Thanks!

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Dear Heather,

You can simply use business processes if you need to take one value from a record and put it to another record. Even if those records are in different sections. For example this business process will read created on value from created activity and update Valerie Murphy profile and change created on value for Valerie's contact record http://prntscr.com/na6ywa. Please read this Academy article so to understand how business processes can be created.

Best regards,

Oscar

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7.13_()
sales_enterprise

Hi All,

You know about this error?

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Yeah, I experienced the same thing.

When I finish compile all, and try to login again, and then this error appers.



I try in local 7.13.4

you know how to fix the problem?

Me too,

I have restart redis FLUSHALL and FLUSHDB but still show that error

No, I don't know. That error is new for me. When I check the console.log nothing error show.



I try check user in mssql, try to renew password, restart iis, restart redis, but still not work ehee..

Romadan Saputra,

Have you checked error log? Usually it is located in

C:\Windows\Temp\BPMonline. 

Angela Reyes,

I already ask support and attach the my db to analyst.

The result is, contact used for user does'nt have "name", which means the name in contact is not filled. That caused authorize failed.

When I edit the contact direct from db, boomm, the case is solved.

Lili Syaripudin,

I hope, you read my last comment for the solution your case.

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Activity
Business Process
7.13_()
sales_enterprise

Hi all!

I am using the Task element in multiple business processes. The problem is that the activity window does not open once the step is executed. The step in the log remains in the "Running" state until the activity is completed.

Here is the simple process design: https://ibb.co/YZmBz5t

Any suggestions about it?

Thank you

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Dear Uriel,

From the screenshot provided I can see that this task is performed by someone who is read in the "Read data" element. And what will happen if the user whose information we are getting from the "Read data" element is not logged in? Nothing happens, he will only see a notification in the CTI-panel.

Please change "Who performs the task" field value to current user contact and you will see that the page will open for the contact who started the process.

Best regards,

Oscar

Oscar Dylan,

Thank you Oscar! I understand but in this case I'm trying with user supervisor who is the owner of the opportunity. In the "Who performs the task" I've set "

#Read Opp Data.First item of resulting collection.Owner#. Do not you think it should work? I tried with current user contact same behavior. The page isn't open

Regards,

 

Uriel,

Check in the Activity section if activities are created - I tired to create

similar process and it was working fine. 

Best regards,

Angela

Angela Reyes,

Thank you Angela.

The activities are create but I need that the window activity being opened. That is the problem.

Thank you again!

Regards

I resolved it , unchecking "Run following elements in the background" in the signal element.

Thank you!

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Connected to
relationship
7.13_()
sales_enterprise

How do I add additional relationships to my Connected to options between accounts? I have gotten to the page- but I don't see how to add an additional relationship.

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Dear Heather,

 

To add a custom object to the connected to of the Account you would need to add corresponding record to the EntityConnection table in db with  SysEntitySchemaUid is a Uid of the Account and ColumnUId is a column uid that can be found in the SysEntitySchemaReference table. For implementing this please analyze the EntityConnection table and SysEntitySchemaReference  to have an understanding of which record you need to add. For example you can execute the following script: 

select SysSchema.Name, ColumnName, EntityConnection.* from EntityConnection inner join SysSchema on SysEntitySchemaUid = SysSchema.UId inner join SysEntitySchemaReference on EntityConnection.ColumnUId = SysEntitySchemaReference.ColumnUId

Best regards, 

Dennis 

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reportservice
userconnection
script task
supervisor
printables
help
7.13_()
sales_enterprise

I try to run the script task in a business process to create a printable. If the business process is started by user, it'll work just fine, but when the process is started by another process or an event it'll break with an exception:

System.NullReferenceException: Object reference not set to an instance of an object.

   at Terrasoft.Configuration.ReportService.ReportService.GetSchemaNameByTemplateId(Guid templateId)

   at Terrasoft.Configuration.ReportService.ReportService.GenerateMSWordReport(String urlTemplateId, String urlRecordUId, Boolean convertInPDF)

   at Terrasoft.Core.Process.ProcessInvoiceAutoSendCustom1Custom21Custom2MethodsWrapper.ScriptTask2Execute(ProcessExecutingContext context)

   at Terrasoft.Core.Process.ProcessFlowElement.Execute(ProcessExecutingContext context)

The script task is like this:

var PrintableId = Get("PrintableId2");
var ObjectIdInvoice = Get("ObjectIdInvoice1");
var ConvertToPdf = Get("ConvertToPdf");
var AddInvoiceId = Get("AddInvoiceId");
var AttachmentType = Get("AttachmentType");

var userConnection = Get("UserConnection");

var reportService = new Terrasoft.Configuration.ReportService.ReportService();
Terrasoft.Configuration.ReportService.ReportData report = reportService.GenerateMSWordReport(
    PrintableId, ObjectIdInvoice, ConvertToPdf);
var entity = userConnection.EntitySchemaManager.GetInstanceByName("InvoiceFile");
var fileEntity = entity.CreateEntity(UserConnection);
fileEntity.SetDefColumnValues();
fileEntity.SetColumnValue("InvoiceId", AddInvoiceId);
fileEntity.SetColumnValue("TypeId", AttachmentType);
fileEntity.SetColumnValue("Name", "Invoice.pdf");
fileEntity.SetColumnValue("Data", report.Data);
fileEntity.Save();
return true;

I guess ReportService doesn't obtain UserConnection from Supervisor user, so it can't get instance of "InvoiceFile". Is that the case?

How to change the script to make ReportService work with Supervisor or maybe with UserConnection of another user?

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In a script task in an interpretive business process you need to get "user connection"  with the following syntax:

var userConnection = Get<UserConnection>("UserConnection");

Additionally, please note that if you want to work with process parameters in a script task, you need to write in the following manner:

var parameter1 = Get<Guid>("Parameter1");

Set("Parameter2", parameter1.ToString());

var parameter2 = Get<string>("Parameter2");



Also, from exception message it seems that desired template not exists in the system, so you should check it.

I have a similar requirement to send report automatically to users at a certain frequency. We use Creatio 7.18.5 and the report was built using the old ReportDesigner for 7.14 and was carried over to the new version when we upgraded. 

I tried to follow this article to create the report as part of our process - https://community.creatio.com/articles/generate-printable-and-send-it-attachment-email

When the process is manually run by the user, the report gets generated. But when scheduled to run by Supervisor using timer, it gives below error - 

Terrasoft.Core.InstanceActivationException: Error creating an instance of the "Terrasoft.Tools.DevExpressReport.IReportProvider" class ---> Ninject.ActivationException: Error activating UserConnection using binding from UserConnection to method
Provider returned null.
Activation path:
  3) Injection of dependency UserConnection into parameter userConnection of constructor of type DevExpressConfReportLocalizationReader
  2) Injection of dependency IDevExpressReportLocalizationReader into parameter reportLocalizationReader of constructor of type ConfigurationDevExpressReportProvider
  1) Request for IReportProvider

Suggestions:
  1) Ensure that the provider handles creation requests properly.

   at Ninject.Activation.Context.ResolveInternal(Object scope)
   at Ninject.Activation.Context.Resolve()
   at Ninject.KernelBase.Resolve(IRequest request, Boolean handleMissingBindings)
   at Ninject.Planning.Targets.Target`1.ResolveWithin(IContext parent)
   at System.Linq.Enumerable.WhereSelectArrayIterator`2.MoveNext()
   at System.Linq.Buffer`1..ctor(IEnumerable`1 source)
   at System.Linq.Enumerable.ToArray[TSource](IEnumerable`1 source)
   at Ninject.Activation.Providers.StandardProvider.Create(IContext context)
   at Ninject.Activation.Context.ResolveInternal(Object scope)
   at Ninject.Activation.Context.Resolve()
   at Ninject.KernelBase.Resolve(IRequest request, Boolean handleMissingBindings)
   at Ninject.Planning.Targets.Target`1.ResolveWithin(IContext parent)
   at System.Linq.Enumerable.WhereSelectArrayIterator`2.MoveNext()
   at System.Linq.Buffer`1..ctor(IEnumerable`1 source)
   at System.Linq.Enumerable.ToArray[TSource](IEnumerable`1 source)
   at Ninject.Activation.Providers.StandardProvider.Create(IContext context)
   at Ninject.Activation.Context.ResolveInternal(Object scope)
   at Ninject.Activation.Context.Resolve()
   at Ninject.KernelBase.Resolve(IRequest request, Boolean handleMissingBindings)
   at Ninject.ResolutionExtensions.Get[T](IResolutionRoot root, IParameter[] parameters)
   at Terrasoft.Core.Factories.ClassFactory.GetInstance[T](Func`1 action)
   --- End of inner exception stack trace ---
   at Terrasoft.Core.Factories.ClassFactory.GetInstance[T](Func`1 action)
   at Terrasoft.Configuration.DevExpressReportGenerator.Generate(UserConnection userConnection, ReportGeneratorConfiguration configuration)
   at Terrasoft.Core.Process.TAIAutoSendOrderLogSummaryMethodsWrapper.ScriptTask1Execute(ProcessExecutingContext context)
   at Terrasoft.Core.Process.ProcessScriptTask.InternalExecute(ProcessExecutingContext context)
   at Terrasoft.Core.Process.ProcessFlowElement.ExecuteItem(ProcessExecutingContext context)
   at Terrasoft.Core.Process.ProcessFlowElement.Execute(ProcessExecutingContext context)

Below is the report generation part of the code -  

//ReportService reportService = new ReportService(userConnection);
//ReportData report = reportService.GenerateDevExpressReport(entitySchemaUId,reportSchemaUId,null,reportParamaters);

DevExpressReportGenerator reportGenerator = new DevExpressReportGenerator();
var configuration = new ReportGeneratorConfiguration {
				ReportTemplateId = !string.IsNullOrEmpty(reportSchemaUId) ? new Guid(reportSchemaUId) : Guid.Empty,
				EntitySchemaUId = !string.IsNullOrEmpty(entitySchemaUId) ? new Guid(entitySchemaUId) : Guid.Empty,
				RecordId = !string.IsNullOrEmpty(recordId) ? new Guid(recordId) : Guid.Empty,
				ReportParameters = !string.IsNullOrEmpty(reportParameters)
					? JsonConvert.DeserializeObject<Dictionary<string, object>>(reportParameters)
					: null
			};
ReportData report = reportGenerator.Generate(userConnection, configuration);

I understand it's an old version of the report but I would appreciate if anyone can provide any insights on what I'm missing.

Hello Nirupama, Can you check if the run elements in the background is disabled ? If that is enabled, then the process will not get the User Connection.

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7.13_()
sales_enterprise

I have an issue when I search for a Project in the Command Line.  The project is already converted over from an Opportunity.  I can use the filter/folder and Add a filter to locate the Project, but when I enter it into the Command Line, nothing is listed under the Search Results for Projects.  

This is only happening today so far with 5 new Projects that I converted.

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