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Native Backup excluding s...
Forum: Administrator Support
Last Post: joebordes
01-23-2021, 11:48 AM
» Replies: 9
» Views: 252
no filter shown in Report...
Forum: Administrator Support
Last Post: joebordes
01-21-2021, 01:07 AM
» Replies: 11
» Views: 1,901
MANEJO DE TAREAS
Forum: International
Last Post: jitsimeet
01-20-2021, 10:50 AM
» Replies: 6
» Views: 4,146
Customizing the Opportuni...
Forum: Administrator Support
Last Post: radu
01-19-2021, 12:05 PM
» Replies: 1
» Views: 60
ListView separator
Forum: User Support
Last Post: joebordes
01-19-2021, 09:33 AM
» Replies: 1
» Views: 123
Question regarding the Pa...
Forum: Administrator Support
Last Post: joebordes
01-18-2021, 10:38 AM
» Replies: 1
» Views: 64
Duplicate button in Detai...
Forum: Administrator Support
Last Post: joebordes
01-15-2021, 11:45 AM
» Replies: 1
» Views: 100
Concatenate values from r...
Forum: User Support
Last Post: Svemar
01-14-2021, 10:15 PM
» Replies: 8
» Views: 649
Field Dependency Business...
Forum: Administrator Support
Last Post: radu
01-14-2021, 09:45 PM
» Replies: 12
» Views: 374
"inactive" contact
Forum: User Support
Last Post: Svemar
01-14-2021, 09:45 PM
» Replies: 4
» Views: 98

 
  Customizing the Opportunity ListColumns in other modules
Posted by: gedas - 01-19-2021, 11:59 AM - Forum: Administrator Support - Replies (1)

Hello,

I am trying to customize the Opportunities ListColumns that should be listed in different modules in More Information tabs with Business Map. But it does not show any custom field values from Opportunity module and some default fields already existing in Opportunities.
The ListColumn map picks the correct column name, though.

Other ListColumns  BM work fine (i.e. SalesOrder in Account, PurchaseOrder in Products, etc.)

Also tested this on demo.corebos.com, which behaves the same as our copy.

Maybe I am doing something wrong?

BM name: Potentials_ListColumns
Map Type: List Columns
Target Module: Organizations
Example of BusinessMap Content:
<map>
 <originmodule>

 <originname>Potentials</originname>
 </originmodule>


 <relatedlists>
 <relatedlist>
 <module>Accounts</module>

 <linkfield></linkfield>
 <columns>
 <field>
 <label></label>
 <name>potentialname</name>
 <columnname></columnname> {optional}
 </field>

 <field>
 <label></label>
 <name>related_to</name>
 <table></table> {optional}
 <columnname></columnname> {optional}
 </field>

 <field>
 <label></label>
 <name>cf_630</name>
 <table></table> {optional}
 <columnname></columnname> {optional}
 </field>

 <field>
 <label></label>
 <name>modifiedtime</name>
 <table>vtiger_crmentity</table> {optional}
 <columnname>changedon</columnname> {optional}
 </field>

 <field>
 <label></label>
 <name>amount</name>
 <columnname></columnname> {optional}
 </field>

 <field>
 <label></label>
 <name>closingdate</name>
 <columnname></columnname> {optional}
 </field>

 <field>
 <label>Assigne To</label>
 <name>assigned_user_id</name>
 <table>vtiger_crmentity</table> {optional}
 <columnname></columnname> {optional}
 </field>

 </columns>
 </relatedlist>

 </relatedlists>

 </map>

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  ListView separator
Posted by: radu - 01-19-2021, 09:03 AM - Forum: User Support - Replies (1)

I got a interesting question from a colleague. Would it be possible when you sort a filter(from the table's columns header) to have a visual separator(like a thicker line) when the sorted value changes? For example if you sort on a date field you'll get some marker in that list where the date changes to the next one.

Thanks

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  Question regarding the Payment Module
Posted by: addady2 - 01-18-2021, 07:36 AM - Forum: Administrator Support - Replies (1)

Hi,

If I will add to the display of related module (attach pic) the "cost" field, Will it display in the last line summery as it dose in "Amount".

It is not possible to save negative value in the cost an amount fields. The error is "Invalid Cost/Amount". How can I bypass it?



Attached Files Thumbnail(s)
   
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  Duplicate button in DetailView
Posted by: radu - 01-15-2021, 09:36 AM - Forum: Administrator Support - Replies (1)

Hello,

How can I disable Duplicate button in DetailView for some users? In my understanding duplication consists in creating a new entity with copied values. So by this logic if a user(his profile privileges) does not have 'create' privileges but have 'edit' privileges should not see the DUPLICATE button... which actually creates a entity. Right now that button is presented when 'edit' is available. Maybe sometimes that is desirable but maybe sometimes you really want to hide it.

I played with Record Access Control maps but it does not take that button/function in it's parameters

Thanks

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  Native Backup excluding storage
Posted by: Svemar - 01-14-2021, 07:58 PM - Forum: Administrator Support - Replies (9)

Hi,
We have a system witch runs more than for 10 years, so a lot of attached documents are in a Storage folder and most of them are not changed for a long time.
Backup module tries to combine database and storage in a one BIG zip file, what takes a lot of time and resources and ends by error (because of too much Storage size).
Would it be possible to separate Storage backup from a Database backup?
Maybe is it possible to use incremental backup for Storage instead of Complete backup?

Thanks

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  "inactive" contact
Posted by: Svemar - 01-14-2021, 07:45 PM - Forum: User Support - Replies (4)

As life goes forward, some our Contacts are changing Accounts, or just are retired, so we saw a need to be able to change Contact status, like we have for Products "Active/ Inacive" instead of delete Contact.
By this we would keep the history of records for Inactive contacts, but should be not able to select/relate this Inactive Contact to new records.

What do you think about this?

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  Append (add inventory lines from other record) at inventory modules
Posted by: Svemar - 01-11-2021, 02:18 PM - Forum: Open Discussions - Replies (2)

Hi,
Sometime we have a need to add (or append) inventory line items to the record (Q/SO/Inv/PO) we are working on.
For example. We have 3 quotes:
A- consist of products A1, A2 and A3
B - consist of products B1, B2
C - consist of product C1

It would be nice to have a feature witch enables us the following:

on NEWQuote creation (or whlie editing the already created) "load" inventory lines content from already egsting Quote and do thsi few times (apped A quote lines, then append C quote lines and finally append B quote lines).
So as the result we would have NEWquote witch would consist of A1, A2, A3, C1, B1, B2 preselected products.

Maybe someone has realised something similar?

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  Upgrade old Vtiger to Corebos
Posted by: addady2 - 01-10-2021, 10:30 AM - Forum: Administrator Support - Replies (1)

Hi,

What the right way to upgrade old Vtiger installations like 5.1 and 5.21 to up to date Corebos.
How complicated and time consuming it is?

Thanks

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  Field Dependency Business Mapping - set value from field
Posted by: radu - 01-07-2021, 07:24 AM - Forum: Administrator Support - Replies (12)

I'm trying to setup a business map that would copy the value from quantity in description when a user pushes edit on a Contact.
I can assign constants with the <change> action but I can't assign values from a field on a same form. I tried this:
<map>
<originmodule> <originname>Contacts</originname> </originmodule>
<dependencies>
<dependency>
<field>firstname</field>
<actions>
<function>
<field>description</field>
<name>fieldDep_GetField</name>
<parameter>firstname</parameter>
</parameters>
</function>
</actions>
</dependency>
</dependencies>
</map>

... and play a bit around but I can't seem to get any value from the firstname field into description(or anywhere else). I tried to follow the wiki example for this but I could not get any result. I think I'm not doing it correctly but cannot find any other example to follow. So if anybody already done that please enlighten me Wink

Thanks.

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  Suggestions needed: product filter (based on relation)
Posted by: Svemar - 01-06-2021, 07:39 AM - Forum: User Support - Replies (5)

Hello,
We have a need to filter out products (and later detele them) which were not used (not active, were not quoted, not ordered and not sold).
Would it be possible to do this through interface?
Is it possible to have custom filter condition witch looks if the product has any relation?

Thanks

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