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  [ solved ] suggestion - icon when report are scheduled
Posted by: rslemer - 12-05-2021, 01:06 PM - Forum: Administrator Support - Replies (2)

When report are shared system shows a icon for easy identify that option

I suggest, show specific icon when report are scheduled too

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  gendoc table header on page break
Posted by: addady2 - 12-02-2021, 04:19 PM - Forum: Administrator Support - Replies (1)


When table generated by gendoc have a lot of items, it will break in to more the one page.
Is there a way to have new table header on each page that contain the table?

Thank you

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  Global Search field focus in Detailview
Posted by: radu - 11-29-2021, 11:55 AM - Forum: Modules/Extension Support - Replies (2)


I have a question: Is there a way to put the focus(cursor) in the global search field when in DetailView? I'm thinking at the situation where you are browsing 'not sequential' through a global search and when you search and hit a result, after you edit and save(after save you are back in DetailView) it would be nice to be able to start typing again directly in the global search for the next element without having to move the mouse in the the field for it. Maybe a GV that does that would be nice because this behavior may not be suitable in all situations.


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  Sendgrid workflow
Posted by: LorenzoGreco - 11-20-2021, 01:48 PM - Forum: Modules/Extension Support - Replies (2)

Hi all, i use sendgrid integration for email sending
Now i've scheduled a workflow to send an email for opportunity module in a specific days 3, 7, 14 after a data field.
Now it works, but reading the email's summary in Opportunity module not report the Sendgrid results
Look picture 1

but in Message Module report all correct except the field Related to ( I think to be to the Opportunity module)
Pic 2

i don't know if i did any mistake
in pic 3 the parameters of workflow task email

any idea?

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Posted by: Joana - 11-14-2021, 09:06 AM - Forum: User Support - Replies (4)

Estamos utilizando las Ordenes de Venta para hacer los albaranes. Útilizando un campo creado para indicar si es albarán o no. Tenemos otro campo para numerar los albaranes que vamos haciendo pero la numeración la realizamos de forma manual.
Habría alguna manera de recoger este último valor del campo y sumarle "1" al indicar, en el campo creado, que sí es un albarán?
*O si ya existe alguna solución/modulo para este tema.

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  suggestion - GUI profile - setting special field type
Posted by: rslemer - 11-11-2021, 01:54 PM - Forum: Administrator Support - No Replies

Today in GUI for profile settings are possible, hide or block changes for each field

But in many situation is necessary field blocked changes only for user "human", and maintain the possibility system to change the same field, in workflow

Only way setting that, are changes directly in database ( not good practices, more risk, etc )
using --> UPDATE `vtiger_field` SET `displaytype` = '4' WHERE (`fieldid` = '948');

I suggest create possibility setting that special field, in GUI interface too.

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  Bug in filtering records and mass edit
Posted by: LorenzoGreco - 11-02-2021, 02:54 PM - Forum: Administrator Support - No Replies

Hi all, yesterday was Holiday so i did a lot of trial

i did this passages in opportunity

1) i filtered the records using the forms (Application_ListView_SearchColumns set to 1) picture 1

2) then i selected all the 327 record

3) i did a mass edit for the 327 records changing one field

4) The system update ALL the opportunities records 14832

Bye all

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  Can we use expressions in listcolumns?
Posted by: Guido1982 - 11-01-2021, 10:23 AM - Forum: Administrator Support - Replies (1)

Lets say I want to alter the columns for the Assets related list under products. I want to show not only the customer, but also the customer city and postal code. Could I use an expression in the field directive of the listcolumns business map?

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  Suggested standardization of my homepage - Control Panel
Posted by: rslemer - 10-30-2021, 01:43 PM - Forum: Administrator Support - No Replies


Explain better, are very common, salesman, sales manager, or support user, need setting same dashboard.
Today, each new user, are necessary logging into user, for choose dashboard widget ( only default widgets can be setting for admin ) 

Or add possibility admin user, copy dashboard setting to another user, in session Home Page Components in User setting ( it would be of great value too )

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  New style advanced search filers bug
Posted by: Svemar - 10-29-2021, 12:30 PM - Forum: User Support - Replies (6)

we have found, that when performing Advanced search filtering for example on a text field where value contains / symbol, then filtering does not works.
For example, I have text field on Invoices called "purchase order" with the value "2021-10-15 no. 123456/561" and would like to filter my invoices searching "purchase order" contains 123456/561 there result will be empty. But if I would search for 123456, then the record will be listed.

Same happens with search condition in reports.

But in standard (not advanced) search this works correctly.


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