Hello community! 

I need create a  process to generate a task to any record returned from a read element. How need configure the element to make a "for each"?

Example:

http://prntscr.com/jx7y7s

 

 

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I solved part with the case https://community.bpmonline.com/questions/business-process-loop-read-data-element but have problem with create the not exist in the filter. http://prntscr.com/jx9b3r How can do that?

Dear Federico,

It's possible to process multiple records, however, it's wrong architecture. It will decrease the performance of the system very much. If you need to run a process for multiple records, then you probably need to optimize your request in order to avoid such a task. 



If possible, I'd recommend you to create a process that starts on adding new record. The process will insert a new task and it will run for every new record. If that doesn't suit the business logic, you can add the gateway after Read Data and create a conditional flow that will check how many records were found. If there are more then 0 records, the process would go to Read Data again. If there are 0 records found in Read Data, the process finishes. 

Lisa

Lisa Brown,

Thanks can you give a sample of that? I need add the activity to contact when not exist yet in the system. Just need check the "exists" condition in the add record.

Dear Federico,

In this case you can even use only one business process element  - Add Data with the following settings:

Lisa

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7.12
sales_enterprise

I would like to embed an external web page from the Account record and pass the Account's identifier number into the URL as a parameter.

 

For example, if I am on an Account record with ID 1234, I would like to pass this ID into the base URL so that the following URL is loaded.

 

http://www.mywebsite.com/mywebpage?ID=1234

Is this possible?  If so, how is this accomplished?

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I'm not sure I understand what you need. To get an Id of current record, use var id = this.get("Id"). To open new url, use window.open("http://www.mywebsite.com/mywebpage?ID="+id, "_blank")

Hi Peter

Thanks for replying.  I am asking about embedding an external web page within a tab on the Account record.  Using the Web-Page dashboard functionality, it exposes a text URL property, but it doesn't seem to have any settings to make the URL dynamic based on parameter values (i.e. the ID of the Account in context).

-James

Dear James.

For embedded web page we use iframe technology. So it's not a bpmonline element and the only option to change url in iframe is using simple javascript. For example, you may add action that will change url in your widget:

    someFunction: function() {

               var myFrame = document.getElementById("t-comp193-webpage-widget"); // id of your iframe element you can find out from inspecting html

                if (myFrame) {

                    myFrame.src = "https://www.microsoft.com/net/"; // changing a link attribute

                }

            }

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7.12
sales_enterprise

Hello Community! I need disable the notification of birthday.

Exist a process o way to disable that?

http://prntscr.com/jv2t9k

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Dear Federico,

Unfortunately there is no one click way to deactivate birthday remindings but there are several steps it can be done.



Remindings are stored in the object ‘Notification’. You can accomplish your business tasks within 2 options: 1) Create business process which will delete record after adding it to the object ‘Notification’ 2) Create trigger for the table ‘Notification’ in the database which will delete record after INSERT.



We’ve also registered the problem to consider simplifying this functionality in the further releases.

Lisa

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7.12
sales_enterprise

Hello Community!

Is posible change the caption of buttons YES and NO of Confirmation Dialog?

Sample:

this.showConfirmationDialog("My custom Test",function(result) {
								if (result === Terrasoft.MessageBoxButtons.YES.returnCode) {
 
								} else {
 
 
								}
							}, ["CustomText1", "CustomText2"]);

 

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Solved!

	var ButtonYES = Terrasoft.MessageBoxButtons.YES;
						var ButtonNO = Terrasoft.MessageBoxButtons.NO;
						ButtonYES.caption = "CustomText1";
						ButtonNO.caption = "CustomText2";
 
 
						debugger;
						if(mensaje !== "") {
	                     	this.showConfirmationDialog("Custom Menssage" ,function(result) {
								if (result === Terrasoft.MessageBoxButtons.YES.returnCode) {
 
								} else {
 
 
								}
							}, [ButtonYES.returnCode, ButtonNO.returnCode]);

 

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7.12
sales_enterprise

Hello Community!

I would like execute a function to recalcule the Amount in Invoice after add a new Order (Detail)

I try with messages can't get a success.

Is a lookup detail. https://academy.bpmonline.com/documents/technic-sdk/7-12/adding-detail-lookup

Any example to make that?

http://prntscr.com/jrb2p1

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Hi Federico, 

I think the fastest way you could do this is via a business process

Have a trigger start:

When Record is modified in any of the fields that would launch/initiate a recalculation (in my example it is PO Value, Payment Amount and Payment Status). Then you need to meet some type of filter condition and I usually do the the most important fields i am expecting the change in, in my example it is PO Value which i want to make sure is filled in.

Then simply build your business process around the start signal. Depending on where your "total" field is you could also use JS with the help from mixins. Or C# if you really want to make your life difficult, haha.

Hope this helps!

 

Philip I need make that in JavaScript because with BP can refresh de page to view the new amount. Exist a message in the detail page that send the event to subscribe: in the edit page? If can send this message willwork the subscribe: parameter on details atribute.

Federico, I see your point. 

When I have previously done this with JavaScript I was pulling from a lookup and not a detail. My code would look something like the code below. This would just pull the code in then you would do your modification to the code. Maybe instead of creating column, creating virtual table, then summing column in table word work for you - though I am not sure how to do that.

"fieldName": {
  "dataValueType": this.Terrasoft.DataValueType.TEXT,
  "type": this.Terrasoft.ViewModelColumnType.ENTITY_COLUMN,
  "columnPath": "Order.Type.Name",
  "caption": {bindTo: "Resources.Strings.OrderTypeNameCaption"}
  }

Sorry I couldn't be anymore help!

 

Philip Wierciszewski,

For example when you make a delete in the detail. How the system execute the function in the subscriber? 

http://prntscr.com/jrtjtz

Is that what i need. Execute the subscriber when a new record in the detail is added.

Dear Federico,

There are many examples that already present in the configuration. You can look at messages between OrderPageV2 and OrderProductDetailV2 in the Order package.

In the OrderPage:

messages: {

                    /**

                     * @message GetOrderProductSummary

                     * ########### ########## ### ###### ###### "########".

                     */

                    "GetOrderProductSummary": {

                        mode: Terrasoft.MessageMode.PTP,

                        direction: Terrasoft.MessageDirectionType.SUBSCRIBE

                    },

...

methods: {

               someMethod: function() {

                    this.sandbox.subscribe("GetOrderProductSummary", this.getProductSummaryConfig, this,

                                [this.getDetailId("ProductInProductsTab"), this.getDetailId("ProductInResultsTab")]);

                 ...

}

In the OrderProductDetailV2:

messages: {

            /**

             * @message GetOrderProductSummary

             * Returns information of product summary.

             */

            "GetOrderProductSummary": {

                mode: Terrasoft.MessageMode.PTP,

                direction: Terrasoft.MessageDirectionType.PUBLISH

            },

...

methods: {

               someMethod: function() {

                    var summary = this.sandbox.publish("GetOrderProductSummary", null, [this.sandbox.id]);

               ...

}

You can learn more on the topic at our Academy here

 

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Mobile app
approval
#Orders
Contract
7.12
sales_enterprise

Hi - Is it possible to have the approvers, approve the orders / contracts via bpmonline mobile app? if so, how to set it up? - We are not seeing any references to this in the documentations.

regards,

Ganesh

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Dear Ganesh,

There is no out of the box functionality for approvals in mobile application in the current release. But you can develop your own approvals logic for mobile application taking the existing one (desktop one) as an example. In order to have approvals in mobile application You need to create a similar detail, develop similar functions and distribute the access rights accordingly. 

There are no example or guidelines created yet, but your one can be the first example published!

With best regards,

Oliver WIngston

 

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Hello, 

I am trying to overide the Opportunities "Buyer Name" behavior to only search for the Contact and not the Account records. 

I have found the schema and object (I believe) in OpportunityPageV2 that is responsible for this behavior, but everything I have tried does not seem to want to work.

Does anyone have any suggestions on how I could make this work?

 

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Dear Philip,

You have found the correct solution by yourself. You need to replace the schema and change the following line:

"multiLookupColumns": ["Contact", "Account"]

Only contacts should be left there for you to accomplish the task.

Lisa

Lisa Brown,

Hi Lisa, 

I did change "multiLookupColumns": ["Contact", "Account"]" to "multiLookupColumns": ["Contact"]" but that did not give me the outcome I was looking for. 



Do I call something other than "multiLookupColumns"? 

Philip Wierciszewski,

 

The brackets are not necessary. I was able to achieve the task with just the following code:

 

Matt

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7.11
sales_enterprise

Hi Team, 

I am trying to setup Questionnaire management  but not able to fallow the flow given in market place, 

Need to understand what i have missed. 

 

Regards

Chandrakanth JK 

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Dear Chandrakanth,

This is the third party application that was not developed by Terrasoft. On the page of the application you can check contacts of the developers who designed Questionnaire management. You are free to ask them any questions about installation, setup and work of their application.

Best Regards,

Peter

Thanks Peter 

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7.11
sales_enterprise

Hello Community!

I need set up a custom section with access by record enabled and remove the createdOn user of the delete permitions.

Is a easy way (without create a business process) to setup the default Read, Edit, delete option for the create user?

http://prntscr.com/jgbqp8

Regards,

 

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Dear Federico,

It is the basic system logic to grant the person created a record with full access rights for this record. Unfortunately, there is no such option to eliminate the deleting access rights for record owner/creator via [Object permissions] section.

It can only be done by creating a simply business-process starting on record creating, reading the Contact from Created By column and deleting the access rights via [Change access rights] process element.

With best regards,

Oliver Wingston

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Opportunity
#Orders
7.11
sales_enterprise

Hello Community! 

When you add a new Order from opportunity > New OrderProduct the Order keep saved but when you close the order this not refresh the order detail in opportunity. 

What can do to keep the order in chage status (save button enable) after add OrderProduct? 

Regrards,

 

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Dear Federico,

Could you please add some screenshots to make more clear your issue? I have tried to follow your instructions and do not see any problem.

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