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Use Business Maps to fill in fields from related modules |
Posted by: Guido1982 - 04-20-2017, 08:47 AM - Forum: Administrator Support
- Replies (3)
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I have a use case where I need to do the following:
I've related SalesOrders to HelpDesk. Now I can create an SO from a ticket. Using Business Maps I can make sure some fields are auto-filled during the creation of the SO. But I'd like to do the following through Business Maps: when an SO is created from a ticket, I'd like to be able to fill out the address fields in the new SO, based on the accounts address fields from the account selected in the ticket. Do we have a way of getting fields from related modules like this, without the source fields being present in the source module?
I was reading into Condition Query Mappings for this. I don't fully understand how to implement these, especially the QueryGenerator part. Could a condition query be used in a Field map to get related fields? And does anyone have an example of this?
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Do we have a way to disable the helpdesk e-mails? |
Posted by: Guido1982 - 04-20-2017, 07:53 AM - Forum: Administrator Support
- Replies (2)
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I'd like to disable the default helpdesk notification e-mails and setup a more fine grain mailing system through workflows. Setting up the workflows is no problem, but can I disable the default helpdesk e-mails? I checked GlobalVariables, but I can only set the 'from' name and e-mail there.
Think I found it. There was already a workflow for HelpDesk called: 'Workflow for Ticket Change, not from the Portal'. There are two tasks in there. Disabled them both.
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mobile module |
Posted by: mweaver - 04-18-2017, 01:13 PM - Forum: Administrator Support
- Replies (21)
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Hi folks,
I'm wondering this morning where I might get the mobile module for my CoreBOS installation. this would be my CoreBOS 5 installation. I still haven't migrated to the new server yet. Procrastination and can't decide on the Linux Distro - <sigh>
I checked on the installed modules in settings and it's listed there, but accessing the application from either my iPad or iPhone its clearly not active when the data/pages are displayed.
Any information would be appreciated.
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