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  Popup windows(text) with workflow
Posted by: Joana - 12-06-2022, 12:22 PM - Forum: User Support - Replies (1)

I would like to create a workflow that opens a popup window with text and two options.
For example: This sales quote is invoiced.
Make invoice: YES / NO
Thank

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  Trying using Gendoc
Posted by: geraldbigot - 11-20-2022, 08:10 PM - Forum: Administrator Support - No Replies

I read several posts about it to be sure to use Gendoc correctly but my odt doc is not merging  :
I have used "Ctrl-M" on my Labels to clean formatting.  
I also tried some examples here : https://discussions.corebos.org/documentation/doku.php?id=en:gendoc:templatestore : not better
What could be wrong ? Perhaps because I'm using LibreOffice 7.3 ?

My odt is here attached



Attached Files
.zip   DevisODF.zip (Size: 27.15 KB / Downloads: 4)
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  All the filters I had created are gone
Posted by: geraldbigot - 11-18-2022, 02:10 PM - Forum: Administrator Support - Replies (2)

I don't know why but all filters have disappeared !
Have you an idea to get it back ?


I can see it but when I click on each I obtain :

"undefined"

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  Workflow issue : mail not received
Posted by: geraldbigot - 11-17-2022, 07:08 AM - Forum: Administrator Support - Replies (4)

Hello,

My workflow needs to send email when a field condition is ok at first save.
I see this email in coreBOS Email module but never receive it.

What could be my error ?


Perhaps this gives you an idea : cb_messagequeue table seems to be blocked

As soon as I deactivate and activate Workflow cron job, cb_messagequeue is emptying.
I can see Email in Emails module but I don't receive it.

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  Mobile Module EditView on select element
Posted by: radu - 11-08-2022, 06:59 AM - Forum: Administrator Support - Replies (2)

Hello,

Is it possible to have a GV that changes the behavior of mobile interface so that when a element is selected from it's ''ListView' it would go to EditView instead of DetailView? In the normal interface in ListView you have the edit link on every line but in the mobile interface you are forced to go through DetailView all the time.

Thank you.

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  Field Dependency BM in mobile interface
Posted by: radu - 11-04-2022, 03:07 PM - Forum: Administrator Support - Replies (2)

Hello,
I noticed that Field Dependency business map is not respected in mobile interface. Is this correct or is it just my installation? Wink

I tried the following dependency(the goal was to clear of content the numeric field cf_1256 so the user don't have to delete those zeroes all the time) :

<dependency>

  <field>cf_1256</field>
  <condition>[{"groupid":"1",
  "columnname":"cf_1256",
  "comparator":"e",
  "value":"0.00",
  "columncondition":""}]
  </condition>
  <actions>
  <change>
  <field>cf_1256</field>
  <value></value>
  </change>
  </actions>
 </dependency>

Works in the normal interface but not in mobile

Thanks

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  Mail connector authentication protocol
Posted by: addady2 - 11-02-2022, 09:41 AM - Forum: Administrator Support - Replies (1)

Hello,

My corebos / Microsoft 365 cloud imap stop work.
Its look like Microsoft 365 cloud imap is supporting now only OAuth 2.0
Are there any plans to support it in CoreBos.

Can you recommend on IMAP provider that support TLS no-valid-certificates.

Thank you

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  Trying to import image file in crm with webform
Posted by: geraldbigot - 10-27-2022, 06:57 AM - Forum: User Support - Replies (2)

Hello,

I was trying to create a new webform in coreBOS (with text but also image field) and put in in worpress website.
I can't succeed to upload images : no code for it in webform. Have you an idea how to do that ?

I heard about a tool called Zapier to make different apps discussing together. Perhaps the solution (https://zapier.com/) ?

Thank you for your help.

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  Global search direct access - EditView
Posted by: radu - 10-26-2022, 11:02 AM - Forum: Administrator Support - Replies (4)

Hello,

Is it possible to configure global search to open EditView of an element(instead of current DetailView) if the search result is unique?

Thank you

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  When I don't want delayed evaluation of conditions on an e-mail task
Posted by: Guido1982 - 10-20-2022, 01:13 PM - Forum: Administrator Support - Replies (4)

I have this situation: When a salesorder is created, and is has a certain state: I want to send an e-mail. Now somewhere along the line, we made sure the 'evaluate conditions on delayed execution' checkbox is set by default when creating e-mail tasks. Now, this could potentially mean that I want to send an e-mail when the status is A upon creation of the salesorder, then someone changes it to B before the e-mail task runs, and the e-mail is not sent I guess?

Would I prevent this scenario by disabling the checkbox that enables condition evaluation on delayed execution? I remember we talked about this before, but can't remember the outcome.

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