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Latest Threads |
Product Catalog / parts c...
Forum: Modules/Extension Support
Last Post: joebordes
09-15-2024, 09:40 AM
» Replies: 1
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Challenges and Best Pract...
Forum: coreBOS Development
Last Post: wishforbes
08-30-2024, 04:21 PM
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PRODUCTS IN ACCOUNTS BY O...
Forum: User Support
Last Post: jonathanmoore858
08-03-2024, 04:14 PM
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Zapier | Integration
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Versión PHP recomendada
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Could Someone Give me Adv...
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RESTRICTED FILE
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GENDOC imágenes
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[RESUELTO] - Tipo de impu...
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How To Merge 10 Spreadshe...
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Product Catalog / parts catalog / product hierarchy |
Posted by: zanman - 09-15-2024, 06:25 AM - Forum: Modules/Extension Support
- Replies (1)
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Hi Guys,
I've been trying to create a new module/s for my products.
I am sure there is an easy way to do it, I am just not seeing the bigger picture at the moment.
What I would like to do is create a product catalog, the same as what you would build a parts catalog.
List of vehicles: e.g. Toyota, Nissan, GM
Then if you go to lets say Toyota, it should give you the models of Toyota e.g. Camry, Hilux etc.
Then if you go to Camry it should show product categories e.g. engine, body, electrical etc.
Then if you go to engine it should show all the products that I have related to Toyota Camry engine.
Note: sometimes products are interchangeable between certain models of vehicles.
Is there perhaps a module that I can edit to give me this functionality?
Any advice would be appreciated.
Thank you
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Challenges and Best Practices in coreBOS Development |
Posted by: wishforbes - 08-30-2024, 04:21 PM - Forum: coreBOS Development
- No Replies
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Hi everyone,
I'm diving into coreBOS development and would love to hear from others who have experience working with this CRM system. Specifically, I'm curious about the following:
Customization: What are the most common challenges you've faced when customizing coreBOS for specific business needs? Any tips on avoiding pitfalls?
Module Development: How do you approach developing custom modules in coreBOS? Are there any best practices or resources that you found particularly helpful?
Integration: Has anyone integrated coreBOS with other systems (e.g., ERP, accounting software, marketing tools)? What were the main challenges, and how did you overcome them?
Performance Optimization: As coreBOS deployments grow in size, what strategies have you used to keep performance optimal? Any tips on scaling or tuning the system?
Security Considerations: What are the best practices for ensuring the security of a coreBOS installation, especially when dealing with sensitive data?
Version Control and Deployment: How do you manage version control and deployment of coreBOS customizations? Are there any tools or workflows that you recommend?
Looking forward to hearing your thoughts and learning from your experiences!
Thanks, Wishforbes
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Could Someone Give me Advice on Custom Module Creation and Integration with CoreBOS? |
Posted by: smsmithh - 06-27-2024, 05:26 AM - Forum: Open Discussions
- Replies (1)
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Hello there,
I am new to CoreBOS and have been exploring its functionalities for the past few weeks. I am impressed by the capabilities and flexibility it offers. Although, I have a few questions and would greatly appreciate any advice or guidance from the experienced members here.
I am looking to create a custom module tailored to my organizations needs. While I have gone through the official documentation; I find myself a bit overwhelmed with the technical details. Could someone provide a simplified step by step guide or point me to a resource that explains the process in an easy t -understand manner?
The prerequisites for creating a custom module.
Best practices for defining fields and relationships.
How to ensure compatibility with future CoreBOS updates.
My organization uses several external applications. I am interested in integrating these applications with CoreBOS to streamline our workflow. What are the best practices for setting up these integrations? Are there any existing connectors or APIs that I should be aware of? Any examples or case studies would be incredibly helpful.
Also, I have gone through this post; https://discussions.corebos.org/thread-209.html which definitely helped me out a lot.
Lastly, I am curious about the best way to contribute to the CoreBOS community. Are there any ongoing projects or areas where new contributors can get involved? Also; I would love to know about any extensions or plugins developed by the community that might enhance the functionality of CoreBOS.
Thank you all in advance for your help and assistance.
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Workflow: función para extraer el día de una fecha |
Posted by: Joana - 05-03-2024, 12:20 PM - Forum: User Support
- Replies (4)
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Saludos de nuevo
Estoy creando un workflow y no consigo encontrar la función para extraer el día en un fecha.
Tampoco he sabido cambiar el formato de fecha aaaa,mm,dd al formato dd,mm,aaaa.
Al copiar la fecha en un campo de texto lo presenta en formato americano.
La expresión que he utilizado es: concat('Vto. ', duedate ,' Importe ', number_format(hdnGrandTotal, 2, ',', '.'), '€')
Gracias
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Actualizar campo relacionado |
Posted by: Joana - 05-02-2024, 11:21 AM - Forum: User Support
- Replies (1)
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Hola ,
He creado un campo (cf_1679) en Detalles de Inventario.
Lo he añadido a vistas de Presupuestos
La idea es actualizar este campo con el valor del campo (vendor_part_no) de Producto cada vez que añado una línea y una vez actualizado, si lo necesito, cambiarlo directamente.
El siguiente mapa no me funciona. Alguna sugerencia? Gracias
Nombre: quotes2quoetes
Tipo: Mapeado
Módulo: Presupuestos
<map>
<originmodule>
<originname>quotes</originname>
</originmodule>
<targetmodule>
<targetname>quotes</targetname>
</targetmodule>
<fields>
<field>
<fieldname>cf_1679</fieldname>
<Orgfields>
<Orgfield>
<OrgfieldName>vendor_part_no</OrgfieldName>
<OrgfieldID>value</OrgfieldID>
</Orgfield>
</Orgfields>
</field>
</fields>
</map>
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PRODUCTS IN ACCOUNTS BY OFFERS |
Posted by: Joana - 03-26-2024, 03:48 PM - Forum: User Support
- Replies (4)
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Hello everyone.
I see that within ACCOUNTS there is a PRODUCTS block but it does not present any record.
What should I do to display the products of the offers made for the client?
What step by step should I do? I don't know how to program
Thank you
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