7.13_()
sales_enterprise

Hi, Is the MS word plugin for MAC available?

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17 comments

Hello,

Unfortunately as for now there is no plugin for MAC users, but our R&D team is working on the solution and we have a problem for them that is in "Accepted" status, so the plugin should be available in one of nearest versions of the applicaiton. We will inform them about your request so to raise the priority of the problem. Thank you for helping us to make our application better!

Best regards,

Oscar

Great!! Looking forward for the same.

Oscar Dylan,

Hi Oscar,

is there any update on this? 

Dear Oliver,

 

Thank you for being interested in Creatio products and its add-ons. 

Unfortunately, as for now, there is still no developed plug-in for devices with MacOs. We have increased the priority of this functional request and R&D team is in the progress of creating the needed plug-in. It will only be available in future application releases.

 

Best regards,

Roman

Hi, 

Any news on this subject ?

 

Thank you

Hello Mariam,

 

Thank you for your question.

This solution is yet to be developed but as you can see from the previous responses we will add your question to our R&D request in order to expedite it

 

Thank you.

Hello,



Is there any update on this?



Ty

Hello Solem Khan Abdusalam,

This solution is in the process of being developed by the responsible team.

 

Thank you for your question.

Are there any work arounds to help mac users create reports?

Sean Duffy,

 

Unfortunately, this option has not yet been realized. We have added your request to the list of requests for this feature.



We don't know the date yet, but we hope this option will be available soon.

Hello,

Is there any update on this?

Thank you

Chani Karel,



Hello, 

Unfortunately, this option has not yet been realized. We have added your request to the list of requests for this feature.

As we indicated above, we still don't know when it will be implemented. 

 

Bakr,

 

Unfortunately, the functionality has not been developed so far. But we have added your request to the list of requests for this idea to increase its priority.

Any updates? It's increasingly difficult to have to explain to customers that there isn't a Mac version of this plugin

Kevin Brady,

We would like to inform you that this request has already been registered for our development team. They are currently working on it as part of their ongoing planning process.

At this time, however, we are unable to provide an exact timeline for when or if this feature will be released.

Thanks Nicholas but that response, as you can probably see has been the response since 2019

Good day, Kevin,

Thank you for reaching out to us. Unfortunately, the task for developing mac-compatible word plugins is still open on the end of our R&D team. 

We added your case to the list of requests to underline the priority of this business-need.


Thank you for contacting us.

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outlook connector
Outlook
Office365
7.13_()
sales_enterprise

Hi!

I try to connect with my Office365 account. But after I set the email address and entered the password, I receive a message that one of the settings are unvalid. But they are properly set.

 

More I´ve tried to use the Outlook connector from the marketplace, https://marketplace.bpmonline.com/app/smartcloud-connect-bpmonline, but here I receive everytime an error message. For this I have a ticket at the support team open. Has someone else got this problem? 

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1 comments

Hello Mathias!

Our partner contacted us to request additional information from you. We will contact you within your support case which you opened earlier.

Thank you!

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Hi,

I created a new tabs (around 4 tabs) in opportunity section and I committed package to repository. 

But another member in my development team can't able to view some of tabs (2 tabs) in opportunity section

In my package , 4 tabs are exists in opportunity edit page (OpportunityPageV2) before committing package to repository,but after installing package from repository only two tabs are getting displayed in opportunity edit page (OpportunityPageV2)

I have attached screenshots.

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3 comments

The same code generates the same result. If the result is not the same, then something is different in code. Please open all OpportunityPageV2 modules  that you have in the system (in the configuration section or in google chrome developers console) and compare all code. Find the difference and make the code completely the same. After that, empty cache of the browser and hard reload.

Please note that installing changes from repository does require compiling and saving JS modules after the procedure. 

After installing the package from repository I compiled the package .The code is missing in OpportunityPageV2 . But before committing the package to the repository the code was there in OpportunityPageV2.

Please investigate the code in the source application, in the repository and in the target application. It should be the same. This way the functionality will work in the same way. 

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Hi community,

I am looking for 2 possibilities:

1. How can I disable a copy button in the list of opportunities?

2. How can I change the functionality behind the button?

Thanks

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6 comments

Just override method at OpportunitySectionV2:

copyRecord: function(editPageUId) {
    this.showInformationDialog("Not allowed");
}

 

Hello Martin,



Dmitry is right, you should simply override the desired method in replacing client module.

Please note, that if you want to save base functionality as well as add something new to it don`t forget to call callParent method. It triggers base method logic so you will be confident that base logic will work just as planned.



For example how it will look like with copyRecord method

copyRecord: function(editPageUId) {
    this.callParent(arguments);
    // custom logic
}

Best regards,
Alex

Hi Alex,

Thanks for the answer.

And is there the possibility to hide the button?

 

Best regards

Martin

 

Zurkowski Martin,

Hello,



You can simply bind it`s visible property to some boolean attribute or function.

If you want to hide not a new button but existing one, you should use "merge" operation. 

Also please follow the link to find information about diff array:

https://academy.bpmonline.com/documents/technic-sdk/7-13/diff-array



Here is an example:{

                "operation": "insert",

                "name": "12345Button",

                "values": {

                    "itemType": 5,

                    "caption": "12345",

                    "visible": {bindTo: "Show12345Button"},

                    "layout": {

                        "column": 1,

                        "row": 6,

                        "colSpan": 2,

                        "rowSpan": 1

                    }

                },

                "parentName": "LeftContainer",

                "propertyName": "items",

                "index": 9

            }

Best regards,

Alex

 

Hi Dmitry, hi Alex,

thank you both for the help.

At first I could not find out how the copy-button is called and where I find it in the opportunity-grid. At the end its called "Resources.Strings.CopyRecordGridRowButtonCaption"

It works both.

Thank you!

Hi all,

Let me share a way to actually hide the button (not just overriding its method to show an alert).

You can override onRender() method of your Section client schema, and in this method you can remove the Copy button like this:

onRender() {
    this.callParent(arguments);

    const dataGrid = this.getCurrentGrid();
    const rowButtons = dataGrid.activeRowActions;
    let idxToDelete;
    for (let idx = 0; idx < rowButtons.length; ++idx) {
        const btnObj = rowButtons[idx];
        if (btnObj.tag === "copy") {
            idxToDelete = idx;
        }
    }

    rowButtons.splice(idxToDelete, 1);
},

Worth to mention that the solution with diff in schema won't work in this particular case: activeRowActions is just an array, not a key-valued object, so the "merge" operation would be meaningless.

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Orders
7.13_()
sales_enterprise

In the account dropdown in the Orders section list page, we have a blank value.

Where does this come from and how do we fix it?

http://prntscr.com/mhsa9z (screenshot for extra clarity)

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Dear Jonas,

This field should have "Add assignee" text. try to inspect it using browser development tools and check if there are any errors in the console. If everything looks fine send email to support@bpmonline.com

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Editing
storage
Application
DataServices
template
7.13_()
sales_enterprise

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?

 

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3 comments

Ryan Farley,

Thank you! But maybe somebody else can help.

Hello

The following functionality is best achieved with the application like this:

https://marketplace.bpmonline.com/app/file-x-bpmonline

Since the bpmonline does not allow editing the files online, whereas the application allows it via the integration with GDocs or OneDrive.

Best regards,

Matt

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Pipeline
sales pipeline
sales_enterprise
7.13_()

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.

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Dear Timur, 

You can use built-in Sales pipeline dashboard tile and choose to display "Pipeline conversion" there (https://prnt.sc/m8qoa5). For more information on sales pipeline please see an article below: 

https://academy.bpmonline.com/documents/base/7-13/sales-pipeline-dashbo…

Best regards, 

Dennis

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outlook connector
7.13_()
sales_enterprise

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?  

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1 comments

Dear Damon,

Please contact BPM'online Support team (support@bpmonline.com) regarding this issue. 

Best regards,

Angela

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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.

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Dear Jerome,

The article you mentioned can be used as an example. This schema can be created in the Detail Wizard in the System Designer section. Then you may check the parent object and if it is correct - proceed with your task.

If this option is not suitable, try creating "Schema of the Detail View Model with List" instead of "Module". If this does not lead to the desired result, we recommend deploying an instance on the local server and debugging this issue. Hope my response will be useful for you! 

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7.13_()
sales_enterprise

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

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4 comments

Dear Jordan,

In order to use your custom class in the business process please do the following:

- Firstly create your class using source code schema in the system configuration. The class is written using C# language, more about creating custom source code schema you can find in the article:

https://academy.bpmonline.com/documents/technic-sdk/7-13/source-code-de…

- Secondly, add your custom class to the Usings of business process and refer to it in the Script Task element of the process. 

http://prntscr.com/m2vboo

Hope you will find it helpful.

Regards,

Anastasia

Anastasia Botezat,

Thanks thats perfect!

Jordan Kincer,

I have a custom package and, in it, a schema with a custom class. What is the naming convention for declaring it in the 'Usings' list of a Business Process?

Jordan Kincer,

There is no difference from which package the class will be. Treat it as a usual using. Please see the example below for adding the Terrasoft.Configuration namespace and indicate the name of your class based on the screenshot,.

 

Regards,

Anastasia

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