Sales Creatio enterprise edition

7.11

sales_enterprise

03:25 Apr 03, 2018

Hello Community!

I have a custom package with a section and need to use the

BaseFiltersGenerateModule.OwnerFilter

I did add the dependence in the code and NUI dependence in the package, put the filter in the attributes like:

           "Owner": {

               "dataValueType": Terrasoft.DataValueType.LOOKUP,

               "lookupListConfig": {"filter": BaseFiltersGenerateModule.OwnerFilter}

           }

add the reference in the top like:

define("UsrMycustomPage", ['BaseFiltersGenerateModule'], function(BaseFiltersGenerateModule) {

but when debbug the code the variable is not reference.

I'm are missing something?

1 comments

Eugene Podkovka

16:43 Apr 03, 2018

Try to open the google chrome console (developer tools) and check the code of the page. It seems like everything should be fine. I've just done the same on my demo and it worked.

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7.11

sales_enterprise

Call Web Service Method from OData

Federico Buffa

21:14 Apr 02, 2018

Hello Community!

I have a custom web service created in a source code c#. How can call this method form a external c# application calling OData Services?

Regards,

3 comments

Matt Watts

21:34 Apr 02, 2018

Dear Federico,

The integration with the web services will be available out of the box in the 7.12 release, which will be available very shortly. The documentation is already present on the academy. You can read more about it in the academy article below:

https://academy.bpmonline.com/documents/studio/7-12/integration-web-services

Warm regards,

Matt

Federico Buffa

21:38 Apr 02, 2018

Matt Watts,

I have a implementation just like the documentation.

https://academy.bpmonline.com/documents/technic-sdk/7-12/how-create-own…;

And want to call the method to get the result from a visual studio project in c#.

The web service is implemented inside of bpm'online.

Exist a way to call the method from my visual studio project?

Anastasia Botezat

13:40 Apr 03, 2018

Dear Federico,

The web service you have created is not a part of OData protocol, but a separate controller for the GET or POST methods. Therefore, you need to call it by the means of C# for GET or POST requests:

https://stackoverflow.com/questions/4015324/how-to-make-http-post-web-request

However, please pay attention, that you need to authorize initially, so to send authorization cookies along with your request. You can also check ServiceHelper schema for the way the URL should look.

Regards,

Anastasia

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dashboard

infographics

7.11

sales_enterprise

porcent in dashboards

Federico Buffa

22:45 Mar 19, 2018

Hello Community!

I would like to show a % and not the count of records in a graphic. That is posible?

2 comments

Oleh Chudiiovych

04:31 Mar 20, 2018

Dear Federico Buffa,

There is no option to display percent sign in the dashboards in the current version of the system. We have the suggestion registered, though. Thus we’ll consider it to be added in one of our future releases.

With best regards,

Oliver Wingston

Julius

11:29 Dec 06, 2018

This is a great idea. Being able to do some coding would be great for the Dashboards to make own equations for columns

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7.11

sales_enterprise

Get Autogenerated-page result

Federico Buffa

23:29 Mar 13, 2018

Hello Comunity!

How can get the result of imput in a autogenerated-page to use them in a script task?

Regards,

1 comments

Eugene Podkovka

12:33 Mar 14, 2018

Please set auto generated page output values into parameters of the business process and then use the parameters in the script task using the following syntax

get/set value in a business process script task

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

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

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

get object of type UserConnection

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

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sales_enterprise

The process creates a task to call each customer who has not had any calls for the last 30 days.

chandrakanth

11:47 Mar 13, 2018

The process creates a task to call each customer who has not had any calls for the last 30 days.

1 comments

Lisa Brown

01:58 Mar 14, 2018

Hello,

The business case was taken from our certification program questions. We do not provide an assistance in building the processes that are used to assess the user level of the system understanding.

Lisa

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7.11

sales_enterprise

Section Filters

Federico Buffa

16:58 Mar 08, 2018

Hello Community!

I want to know if is posible remove filters from the section list. Example remove some filters in the accounts list?

Regards,

1 comments

Lily Johnson

02:20 Mar 09, 2018

Dear Federico,

You can do that in the following way:

1) Open the replacing object that is usually in the Custom package (in the configuration).

2) Open all settings of the object: http://prntscr.com/ioprlo

3) Then you can set the usage mode for the column is None.

!!! Please note that if you set such usage mode for the column, you won't be able to filter the records by it but also you won't be able to add this field to be displayed in the tile or list view in the section.

Best regards,

Lily

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ESQ

Client-side

joins

7.11

sales_enterprise

Grabbing information based on lookup field.

Philip Pol

23:07 Feb 26, 2018

Hello,

I am trying to do something like this:

Grab information to current page, based off of value in Lookup field.

Example would be, on the current page when the User (Contact) lookup is filled in, also grab the contacts Address (String value), Phone Number (String value), and Account name (Lookup value) and fill it in on the current page.

I am fairly sure I need to run a client side ESQ, and a few joins to get the information I am looking for, but I have not been successful yet.

Any help is appreciated!

1 comments

Eugene Podkovka

22:08 Feb 27, 2018

Please investigate how to work with ESQ

https://academy.bpmonline.com/documents/technic-sdk/7-11/use-entitysche…

Then check the article by the link below. It shows how to select aggregate data.

https://community.bpmonline.com/questions/esq-query-find-role

Then check the next article. There you'll find how to fill in a lookup value.

https://community.bpmonline.com/questions/update-query-change-lookup-va…

If you want to set a text or integer value, you need to use the following syntax:

this.set("fieldname", value); in a replacing client module.

Please find more information about modules in the article by the link below.

https://academy.bpmonline.com/documents/technic-sdk/7-11/adding-calcula…

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7.11

sales_enterprise

Order Container in page

Federico Buffa

00:10 Feb 22, 2018

Hello Community! How can order a new custom container in the page?

I need put them on top of the page.

Any cod of example?

1 comments

Federico Buffa

00:28 Feb 22, 2018

solved using the index: 1

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dll

External Assemblies

script task

bpm. processes

7.11

sales_enterprise

Call own DLL from BPM

Uriel Nusenbaum

22:53 Feb 20, 2018

Hi there!

I'm looking an example and a step by step to call an own DLL from an element of BPM, probably "Task Script".

I tried to use something similar to what is proposed in the article: https://community.bpmonline.com/questions/integration-bpmonline-other-a…

but it did not work

Regards.

1 comments

Uriel Nusenbaum

16:57 Feb 21, 2018

Resolved!

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7.11

sales_enterprise

Multiline Text in Detail Grid

Federico Buffa

02:15 Feb 20, 2018

Hello Community! Is posible make multiline a column with text multiline in a detail?

The idea is show the text with the break lines like the text control multiline.

I did try with CSS but the text is load without the breaklines.

Regards,

6 comments

Lisa Brown

02:25 Feb 20, 2018

Dear Federico,

Unfortunately, currently there is no option to make multi-line fields for the grid. They just don't work there yet. However, such opportunity may be added in one of our future releases. We have added this to our backlog.

Lisa

Federico Buffa

02:27 Feb 20, 2018

Thanks Lisa

Federico Buffa

02:32 Feb 20, 2018

Lisa any workarround to make that?

Lisa Brown

03:44 Feb 20, 2018

Dear Federico,

There is no workaround, I'm afraid. Kindly wait until the functionality is implemented into the out-of-the-box system version.

Lisa