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  [solved] workflow issue for task with uppercasewords
Posted by: rslemer - 05-23-2018, 09:24 PM - Forum: Administrator Support - Replies (8)

I tried use a workflow to execute a function uppercasewords, but in my instalattion not working properly, nothing is changed ..

Same workflow at demo online works properly

How I can trace why system don't works in my installation?

cron is setting and running correctly ...



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  [solved] error on try create a new workflow
Posted by: rslemer - 05-23-2018, 06:33 PM - Forum: Administrator Support - Replies (6)

PHP Notice:  Undefined index: LBL_SET_DATE in /Smarty/templates_c/3dfd3e3a3c52d4cea8d963031033383a68252366_0.file.EditWorkflowTriggerTypes.tpl.php on line 176, referer: http:///index.php?module=com_vtiger_workflow&action=workflowlist&list_module=Leads



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  [roadmap] standardize the typing with business map
Posted by: rslemer - 05-23-2018, 02:10 PM - Forum: Administrator Support - Replies (1)

Today if I want to standardize the typing of fields like name, surname, etc. I create a workflow and execute the uppercase function, for example

Is it possible to do this with the business map?

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  [solved] View history in payments
Posted by: rslemer - 05-22-2018, 06:24 PM - Forum: Administrator Support - Replies (5)

In online demo payments module has option to list history of changes, but in my system not ...

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  Show a extension number when initiate a call
Posted by: rslemer - 05-21-2018, 01:41 PM - Forum: Administrator Support - No Replies

When asterisk integration is active, user can make calls from coreBOS

Some times, user change your work location and forget change your extension number.

I suggest,  if possible, include at pop up, the extension number used from started call

( see image )

I attached better translation for pt_br, for include/language



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.php   pt_br.lang.php (Size: 58.5 KB / Downloads: 1)
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  [solved] Changed List Columns for Opportunities
Posted by: rslemer - 05-20-2018, 10:58 PM - Forum: Administrator Support - Replies (9)

I tried created a new business map to included a new custom field in pop up, when relate a opportunity to contatcs

I created a BP

<map>
 <originmodule>
   <originname>Potentials</originname>
 </originmodule>
 <relatedlists>
  <relatedlist>
  <module>Contacts</module>
  <linkfield></linkfield>
   <columns>
    <field>
     <label></label>
     <name></name>
    </field>
   </columns>
  </relatedlist>
 </relatedlists>
 <popup>
   <linkfield>contactid</linkfield>
   <columns>
    <field>
     <label>firstname</label>
     <name>Nome</name>
     </field>
     <field>
     <label>title</label>
     <name>Título</name>
     </field>
     <field>
     <label>contactid</label>
     <name>Nome Conta</name>
     </field>
     <field>
     <label>smownerid</label>
     <name>Responsável</name>
     </field>
     <field>
     <label>cf_846</label>
     <name>Número</name>
     </field>
   </columns>
 </popup>
</map>

Map name Potentials_ListColumns
Map type RelatedPanes ( I suppose .. it right? )

But not working ..

What I do wrong?

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  CLIENTE Y PROVEEDOR
Posted by: flopezcpa - 05-20-2018, 09:08 PM - Forum: International - Replies (4)

Buenas tardes, como puedo tener un cliente que al mismo tiempo es mi proveedor, note que debo crearlo dos veces según sea el Caso.

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  [solved] Translated - evvgendoc
Posted by: rslemer - 05-19-2018, 05:22 PM - Forum: Administrator Support - Replies (3)

file updated

how I can include pt_br in this pick list ? ( see attached image )



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.php   pt_br.lang.php (Size: 2.82 KB / Downloads: 0)
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  [solved] How translate error message?
Posted by: rslemer - 05-16-2018, 06:32 PM - Forum: Administrator Support - Replies (3)

When user input a date in invalid format, system show message partially translated

see image attached



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  Converted from lead - Issue
Posted by: rslemer - 05-15-2018, 05:21 PM - Forum: Administrator Support - No Replies

I created a new custom field in opportunity module, and set with mandatory

I forget mapping this fields in lead conversion.

When I tried converter a lead, with a new opportunity, system shows message with a internal code from my custom field, rather than a field name

See image attached

I remember in the past, system, in this cases, ask all mandatory fields in conversion step ( not? )



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