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Simple workflow task cond...
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  Cannot deactivate some fields
Posted by: Guido1982 - 07-09-2018, 05:56 PM - Forum: Administrator Support - No Replies

I have a fresh install where I want to deactivate some fields in. I want to deactivate the Skype ID for instance, but the layout editor blocks that. Why is that and how can I deactivate those fields nontheless?


I already found out: The presence in this case has been set to 0, meaning "don't allow control from layout editor"

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  [solved] GenDOC produces empty files
Posted by: Guido1982 - 07-09-2018, 01:50 PM - Forum: Modules/Extension Support - No Replies

My GenDOC extension used to work just fine. Now after an update I only get empty documents back, either .odt of PDF. I think maybe I have a permissions issue, but I'm not sure which directories I need to check. I checked the apache logs and turned on debugging, but saw no errors.

When I try to save a document from the widget, a document record is created but no attachment is saved.


I was right: it was the cache folder that needed to be 777...

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  Use a business map to clear out product descs when converting
Posted by: Guido1982 - 07-09-2018, 08:25 AM - Forum: Administrator Support - Replies (4)

We use the product descriptions in Quotes. But when we convert a quote to a salesorder, we don't need the product descriptions. In fact, we'd like them to NOT be there, since they take up a lot of room on the layouts and we'd like to use them for 'inhouse' remarks. Do we have some business map available that lets you set a CONST (like normal field mapping) to clear out the descriptions when converting from inventorymodule to inventorymodule?

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  problem when created a workflow for payments
Posted by: rslemer - 07-05-2018, 06:29 PM - Forum: Administrator Support - Replies (12)

I tried create a new workflow for payments


But after I saved, system change the condition to related field ( but field is a payments module ... )

See attached images

image 1 - when I created a workflow 1s time  ( OK )
image 2 - I included with successful a expression for this field
after saved - image 3 - System show as the field related .. ) ( error )



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  Guide to workflow expressions 'aggregation' and 'aggregation_fields_operation'
Posted by: Guido1982 - 07-05-2018, 01:34 PM - Forum: Administrator Support - Replies (2)

When you want to update a field from a workflow (even on a related module), you have the option to use a function expression. There are many options here, two of which are the 'aggregation' and 'aggregation_fields_operation' functions. The default output, once you select one of these is:

Code:
aggregation(operation,RelatedModule,relatedFieldToAggregate,conditions)
or
Code:
aggregation_fields_operation(operation,RelatedModule,relatedFieldsToAggregateWithOperation,conditions)

Use this small guide to get you going:
  • For the 'operation' parameter, you have the following choices (I think they speak for themselves):
    • sum
    • min
    • max
    • avg
    • count
    • std
    • variance
  • The related module is the module you want to aggregate from. This can be the same module as you're creating the workflow on. You would use this if you want to update a field on a related record by summing up (for instance) all the 'siblings' of the record you are editing. For instance, you could update a field in Accounts with the sum of all payments made to that account, whenever you edit or save one of those payments, without having to save the Account in question first.
  • The related field(s) should be fieldnames of the module you specified in the previous parameter. Again, this can be one the same module you're creating the workflow on.
  • The conditions should be an array-like formatted string with 4 parameters (example: [relatedto2,e,$(relatedto2 : (LitigationMatter) matter_name),or])
    • The first parameter tells the workflow which field to look for on the 'sibling' records.
    • The second is the operator. In the example there is an 'e', which stands for 'equals'.
    • The third parameter tells you what the fields in the 'relatedto2' field on the sibling should match. In this case, a nested expression is used to get the name of the related LitigationMatter, so basically you want all 'siblings' that have the same name in that field
    • The last parameter tells the workflow how to 'glue' conditions together if you have multiple (yes, you can have multiple condition arrays). IMPORTANT NOTE: Do not use spaces in the condition array-string between the arguments.

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  [solved] field subject
Posted by: rslemer - 07-04-2018, 06:40 PM - Forum: Administrator Support - Replies (7)

In many modules, exists one field to user insert the subject ( for example, tickets, tasks, projects, task of projects, etc .. )

My user wish change this, used a picklist with defined values, instead a free text.

I created a new custom field, with a picklist and a new workflow to move the value of picklist to this subject field.

Problem is, field is mandatory and studio editor not allowed change this ..

User needs put something in subject before save registry ( is not good ideia ).

Exists  any way, I changed subject field to not mandatory?



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  status add ticket from email
Posted by: Michel001 - 07-04-2018, 08:46 AM - Forum: Administrator Support - Replies (8)

not sure where to find this option.

When i have Administrator rights and i want to add ticket from an email i get the popup and see Status

When i do not have Administrator rights and i want to add ticket from an email i don't see the Status option.
i have to set that after i created the ticket.

the user is in the support profile.

see attachements



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  [solved] New line in import comments
Posted by: rslemer - 07-03-2018, 04:43 PM - Forum: Administrator Support - Replies (1)

I tried import some comments and I wish formatted a new line in middle at originally text

I tried include a "/n" but not working

There any special character when I can use for do that?

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  email ticket.
Posted by: Michel001 - 07-03-2018, 02:55 PM - Forum: Administrator Support - Replies (2)

When i have a ticket in corebos and i want to respond to that ticket using email
the email is send to the customer but also to the account that has send the email.

for me it is enough that the customer gets the email and not the user who has send it through corebos.
because in corebos you can see the mail under contacts/tickets

is there a way to only send the email to the customer ?

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  Git Pull Error - commit your changes or stash them before you can merge
Posted by: mweaver - 07-01-2018, 11:19 PM - Forum: Administrator Support - Replies (2)

I'm getting a strange error when I attempt to perform a git pull to get the latest changes to CoreBOS.


Code:
]# git pull

Updating 1afe78b..efc210f
error: Your local changes to the following files would be overwritten by merge:
        log4php.properties
Please, commit your changes or stash them before you can merge.
Aborting



What it is trying to tell me?

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