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listview special search
Forum: Administrator Support
Last Post: joebordes
5 hours ago
» Replies: 16
» Views: 199
Product quantity precisio...
Forum: User Support
Last Post: addady2
02-20-2020, 01:48 PM
» Replies: 4
» Views: 356
Sale order to invoice cus...
Forum: Administrator Support
Last Post: addady2
02-20-2020, 12:41 PM
» Replies: 8
» Views: 121
[ solved ] workflow - upd...
Forum: Administrator Support
Last Post: rslemer
02-15-2020, 08:08 PM
» Replies: 3
» Views: 81
Fail to upgrade Corebos
Forum: Administrator Support
Last Post: joebordes
02-15-2020, 03:49 PM
» Replies: 3
» Views: 59
Opportunity Workflow - Ne...
Forum: Administrator Support
Last Post: global.da
02-14-2020, 12:34 AM
» Replies: 4
» Views: 109
[ solved ] doubt - list v...
Forum: Administrator Support
Last Post: rslemer
02-13-2020, 10:15 PM
» Replies: 2
» Views: 57
[ solved ] Contact Owner ...
Forum: Administrator Support
Last Post: rslemer
02-12-2020, 11:16 PM
» Replies: 7
» Views: 1,411
[Warning]: cron Task(s) e...
Forum: Administrator Support
Last Post: rslemer
02-12-2020, 10:11 PM
» Replies: 13
» Views: 1,471
remove decimal points on ...
Forum: Modules/Extension Support
Last Post: global.da
02-10-2020, 12:03 AM
» Replies: 3
» Views: 268

 
  listview special search
Posted by: rslemer - 02-14-2020, 06:25 PM - Forum: Administrator Support - Replies (16)

My users explain a situation about when need search a phone number, into a contacts, or leads, for example

Today coreBOS allows phone number is input in more than one field, like a phone, other phone, alternative phone, mobile phone, and custom fields type "phone"

Problem is, when user need search, also need input all fields phone type, manually

I suggest created a special tag,as allows user search the phone number in all fields without need specify one by one


and a second suggestion, fix the default value in picklist to "equal", because today, system put in default "none"  (?)

see attached image



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  Fail to upgrade Corebos
Posted by: addady2 - 02-14-2020, 02:19 PM - Forum: Administrator Support - Replies (3)

Hello,

I'm trying to upgrade from old Corebos ~12/2018 and fail.

Did

Code:
git fetch origin

Fix some conflicts and then login in order to finish the upgrade using "corebos updater".
The interface is broken, and I can't use the menu.
I'm using an update Chrome browser.

Allso I try to login from old Firefox, The Interface is still broken but I was able to press on "corebos updater".
No thing happen after pressing.

Attach screenshots

How to fix it?



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  [ solved ] workflow - updated related records
Posted by: rslemer - 02-13-2020, 10:46 PM - Forum: Administrator Support - Replies (3)

I wish, when my opportunity, sales stage is "Closed won" mark a account related this opportunity as

Type = Client

But workflow only shows me the possibility update a contacts, activities, payments, but not account

=(

How I can include "account" in this list?



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  [ solved ] doubt - list view - group - commercial time
Posted by: rslemer - 02-12-2020, 11:32 PM - Forum: Administrator Support - Replies (2)

I have the situation

My commercial time, is organized in three grioup, for example

Opportunities sharing, is setting to sharing ( read ) but not allowed changes with another user

I wish created a filter to listing each group, more easly

Today I need put all user names in each filter ...

There any possibility I test in my filters, any field in user preferences like as "title" or "dept" for example?

Or existing another way to do that?

any help is welcome

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  Opportunity Workflow - New POT created
Posted by: global.da - 02-10-2020, 05:33 AM - Forum: Administrator Support - Replies (4)

the new potential creation workflow email notification goes to the task to do module but not on our external outlook user email
but the support ticket new ticket creation workflow is ok.

any help appreciated

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  Product quantity precision bug?
Posted by: addady2 - 02-02-2020, 02:17 PM - Forum: User Support - Replies (4)

Hi,

Editing existing Invoice round product quantity to 2 digit.

Step to reproduce  in the demo:

1. Create new invoice with one item. set quantity to 1.123
2. Save the invoice
3. View the invoice, Every thing fine the quantity to 1.123
4. Edit the invoice, quantity now is 1.12 !!!!
5. Save the invoice
6. View the invoice, quantity to 1.12  

Not suppose to be related: The Number Of Currency Decimals for admin user in codebos demo it set to 4.

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  Business Map
Posted by: addady2 - 02-02-2020, 01:03 PM - Forum: Administrator Support - Replies (1)

Hello,

I'm trying to create my first business map.
It work well on the Corebos demo system but not on my crm.
Maybe the different is that in my CRM I change in the translation file the name "Invoice" to "SomethingElse"

Here is one field mapping for example:

Code:
<map>
  <originmodule>
    <originname>SalesOrder</originname>
  </originmodule>
  <targetmodule>
    <targetname>Invoice</targetname>
  </targetmodule>
  <fields>
    <field>
      <fieldname>subject</fieldname>
      <Orgfields>
        <Orgfield>
          <OrgfieldName>subject</OrgfieldName>
          <OrgfieldID>634</OrgfieldID>
        </Orgfield>
        <Orgfield>
          <OrgfieldName>sostatus</OrgfieldName>
          <OrgfieldID>778</OrgfieldID>
        </Orgfield>
        <Orgfield>
          <OrgfieldName>_FromSO</OrgfieldName>
          <OrgfieldID>CONST</OrgfieldID>
        </Orgfield>
        <delimiter>;</delimiter>
      </Orgfields>
    </field>
   <field>
      <fieldname>due_date</fieldname>
      <Orgfields>
        <Orgfield>
          <OrgfieldName>add_days(get_date('today'), 30)</OrgfieldName>
          <OrgfieldID>EXPRESSION</OrgfieldID>
        </Orgfield>
      </Orgfields>
    </field>
  </fields>
</map>

I try to change
Code:
<targetname>Invoice</targetname>

to
Code:
<targetname>SomethingElse</targetname>

AND , OR

the Business Map name from SalesOrder2Invoice to SalesOrder2SomethingElse.

How to debug it?

BTW: OrgfieldID is the database field IDs?

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  error message in log
Posted by: rslemer - 02-01-2020, 11:39 AM - Forum: Administrator Support - Replies (1)

I see this message in my http error log

But I don't know original event origin this error, there any way to found what listview is affected ?

PHP Fatal error: Uncaught Error: Call to a member function FetchRow() on boolean in /usr/share/coreBOS/corebos-master/include/database/PearDatabase.php:671\nStack trace:\n#0 /usr/share/coreBOS/corebos-master/include/ListView/ListViewSession.php(128): PearDatabase->fetch_array(false)\n#1 /usr/share/coreBOS/corebos-master/modules/Vtiger/DetailView.php(72): ListViewSession::getListViewNavigation('1341784')\n#2 /usr/share/coreBOS/corebos-master/modules/ServiceContracts/DetailView.php(16): require_once('/usr/share/core...')\n#3 /usr/share/coreBOS/corebos-master/index.php(488): include_once('/usr/share/core...')\n#4 {main}\n thrown in /usr/share/coreBOS/corebos-master/include/database/PearDatabase.php on line 671, referer: http://***/index.php?action=index&module=ServiceContracts

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  [ suggestion ] disable editing in line, maintain copy
Posted by: rslemer - 01-31-2020, 06:50 PM - Forum: Administrator Support - Replies (2)

When I set a global variable to disable a editing in line, system disable "copy" too
I think "copy" thinking (suggested ) be maintained, it is possible?



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  convert lead problems
Posted by: rslemer - 01-31-2020, 12:03 PM - Forum: Administrator Support - Replies (3)

That's strange situation with convert leads

First test

I setting field title with mandatory in contacts and try lead with field Title is empty, system not show a screen with converting problems, but shows only a pop up with mandatory error

Second test
I created a new cf_field in leads, contacts, and opportunity ( field as text - 25 tam )
all fields not is mandatory
I created a mapping to transfer this new cf to contacts and opportunity

in this cases, system transfer value only to contacts, and not created a opportunity ( not show any error too )

I reproduced in demo too

Organization module is set to off 


and one suggestion old screen with mapping problems listing all fields ( right and wrong ) is too big and not user friendly

Good idea is listing only a wrong fields ( missing mandatory values ... )

=)



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