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Trying using Gendoc
Forum: Administrator Support
Last Post: geraldbigot
11-20-2022, 08:10 PM
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» Views: 91
All the filters I had cre...
Forum: Administrator Support
Last Post: geraldbigot
11-20-2022, 08:02 PM
» Replies: 2
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Workflow issue : mail not...
Forum: Administrator Support
Last Post: geraldbigot
11-17-2022, 09:18 AM
» Replies: 4
» Views: 114
Mobile Module EditView on...
Forum: Administrator Support
Last Post: radu
11-15-2022, 09:24 AM
» Replies: 2
» Views: 161
Field Dependency BM in mo...
Forum: Administrator Support
Last Post: radu
11-06-2022, 10:27 AM
» Replies: 2
» Views: 134
Global search direct acce...
Forum: Administrator Support
Last Post: joebordes
11-05-2022, 07:40 AM
» Replies: 4
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'From e-mail' field in wo...
Forum: Administrator Support
Last Post: joebordes
11-02-2022, 05:40 PM
» Replies: 12
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When I don't want delayed...
Forum: Administrator Support
Last Post: Guido1982
11-02-2022, 01:32 PM
» Replies: 4
» Views: 184
Mail connector authentica...
Forum: Administrator Support
Last Post: joebordes
11-02-2022, 11:07 AM
» Replies: 1
» Views: 94
Trying to import image fi...
Forum: User Support
Last Post: geraldbigot
11-02-2022, 10:31 AM
» Replies: 2
» Views: 263

 
  How to put invoice record in read only after special condition
Posted by: geraldbigot - 04-14-2022, 12:57 PM - Forum: Administrator Support - Replies (5)

Hi,
I need to add new feature to my crm due to accounting demand :
How to put an invoice record in "Read only" after changing invoice status to a specific value ?
I was looking for such function in workflows but not found.
Gérald

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  Can't allow regular user to delete comments
Posted by: Guido1982 - 03-14-2022, 03:41 PM - Forum: Administrator Support - Replies (2)

I want a certain role, that is only contracted of non-admin profiles, to be able to delete comments. I added the 'delete' permission on comments to one of the profiles in the role, but I can't delete - there is no button. There is a button in the listview, but that doesn't work. How do I allow this role to delete comments?

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  Many to may relation with Activities/todo
Posted by: radu - 02-24-2022, 08:56 AM - Forum: Modules/Extension Support - Replies (2)

Hello,
I need some help. I want to relate the module Project to the ToDo's(Activities) in a many to many relation. If i just add the todo module to the related lists in Project's Layout, the table is empty and no buttons to add anything. I found this in wiki related to this issue:
" Activities is done like this:

setRelatedList(relatedmodule, header, actions, 'get_activities')"

But i don't know how exactly to do it. If I do a php with that
setRelatedList(Project, header, actions, 'get_activities')
it just throws
Fatal error: Uncaught Error: Call to undefined function setRelatedList()

Any help is appreciated.

Thanks

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  Informes 'Leads' se bloquea en 'Calculations'
Posted by: juanmax - 02-15-2022, 03:06 PM - Forum: International - Replies (2)

Hola de nuevo, Joe:

Cuando estoy intentando crear un nuevo informe de 'Leads', todo funciona correctamente, incluyendo campos y con 'related module' seleccionado 'email' hasta que, al llegar al punto '6. Calculations' no deja avanzar al siguiente paso con 'Next'.

Esto está probado en un coreBOS actualizado con los últimos cambios, y es donde falla, pues en la demo, con el usuario 'admin' funciona correctamente, por lo que creo que una de las últimas actualizaciones puede que lo haya afectado.

Como siempre, muchas gracias por tu ayuda.

Juanma

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  Incluir campo 'Salutation' en Leads
Posted by: juanmax - 02-11-2022, 01:30 PM - Forum: International - Replies (4)

Hola de nuevo, Joe:

En leads, estoy intentando mostrar el campo picklist 'Salutation' que ya está creado por defecto en la base de datos de coreBOS y disponible, pero no aparece como campo oculto en el 'Layout Editor' de Leads.

¿Como puedo usar ese campo 'picklist' ya creado en Leads en vez de crear uno nuevo, para evitar duplicar la misma información?

Como siempre, muchas gracias por tu ayuda y por tu esfuerzo.

Juanma

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  How to turn off auto datefield filling
Posted by: Guido1982 - 02-07-2022, 10:45 AM - Forum: Administrator Support - Replies (4)

I don't want the date fields to be auto-filled by the system. How do I do that?

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  little bug trasformin LEAD to Contact
Posted by: LorenzoGreco - 02-03-2022, 01:55 PM - Forum: Administrator Support - Replies (3)

Hi All
Transforming Lead to contat
the Lead Created Time will be convert to Birthday contact's field.
regards
Lorenzo

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  Buscar en la nube de etiquetas - TAG CLOUD
Posted by: Joana - 02-02-2022, 09:43 AM - Forum: User Support - Replies (1)

Hola a todos!
Cómo puedo realizar una busqueda/filtro por etiquetas (Tag Cloud)?  O con varias etiquetas?
La idea es que presente una lista con los contactos o en los productos, según una o varias etiquetas. Y guardar el filtro.
*En los filtros no he visto el nombre del campo para poder hacer la busqueda.
Gracias.

Joana
User

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  Business Map Training List
Posted by: LorenzoGreco - 01-26-2022, 04:16 PM - Forum: Modules/Extension Support - Replies (1)

Hi all
i've installed training module, and i've made a Business map to see different list in related list modules
for example starting from a contact to see the related training.
i've created a custom field "Training Name" cf_1292
using business map i can made this field "linked" i can click on it
Is there a way to see directly in training module in List view this field as a link, or only training number must be a link to open a specific training?
this is my business map

Map Name cbTraining_ListColumns
Map Type List Columns
Target Module Trainings

<map>
<originmodule>
<originname>cbTraining</originname>
</originmodule>
<relatedlists>
<relatedlist>
<module>Contacts</module>
<linkfield>cf_1292</linkfield>
<columns>
<field>
<label>Training No</label>
<name>training_no</name>
<columnname>Training No</columnname>
</field>
<field>
<label>Training Name</label>
<name>cf_1292</name>
<columnname>Training Name</columnname>
</field>
<field>
<label>Location</label>
<name>location</name>
<columnname>Location</columnname>
</field>
<field>
<label>Service</label>
<name>service</name>
<columnname> Service </columnname>
</field>
<field>
<label>Date Start</label>
<name>date_start</name>
<columnname> Date Start </columnname>
</field>
<field>
<label>Date End</label>
<name>date_end</name>
<columnname> Date End </columnname>
</field>
<field>
<label>Training Status</label>
<name>status_training</name>
<columnname> Training Status </columnname>
</field>
<field>
<label>Assigned To</label>
<name>assigned_user_id</name>
<columnname> Assigned To </columnname>
</field>
</columns>
</relatedlist>
</relatedlists>

<popup>
<linkfield>training_no</linkfield>
<columns>
<field>
<label>Training No</label>
<name>training_no</name>
<columnname>Training No</columnname>
</field>
<field>
<label>Training Name</label>
<name>cf_1292</name>
<columnname>Training Name</columnname>
</field>
<field>
<label>Location</label>
<name>location</name>
<columnname>Location</columnname>
</field>
<field>
<label>Service</label>
<name>service</name>
<columnname> Service </columnname>
</field>
<field>
<label>Date Start</label>
<name>date_start</name>
<columnname> Date Start </columnname>
</field>
<field>
<label>Date End</label>
<name>date_end</name>
<columnname> Date End </columnname>
</field>
<field>
<label>Training Status</label>
<name>status_training</name>
<columnname> Training Status </columnname>
</field>
<field>
<label>Assigned To</label>
<name>assigned_user_id</name>
<columnname> Assigned To </columnname>
</field>
</columns>
</popup>
</map>

Thanks in advance
Lorenzo

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  Error en el calendario con las credenciales de Google si el usuario no es 'admin'
Posted by: juanmax - 01-24-2022, 04:09 PM - Forum: International - Replies (2)

Buenos tardes a todos:

Creo que he encontrado otro pequeñito inconveniente...
En las "Preferencias de calendario", en el apartado que corresponde a la cuenta de Google para la sincronización " [Image: GoogleCalendar.png] Autentificación Google del usuario "testes"


Si el usuario no es 'admin', quiero decir, no tiene privilegios de administrador, no permite introducir ni modificar los datos de la cuenta de Google, incluso después de pulsar el botón "Limpiar"


He probado esto mismo en la demo https://demo.corebos.com/index.php?action=index&module=Calendar4You
con el usuario 'testes' y ahí se puede comprobar este problema que comento.

Muchas gracias por la ayuda.

Juanma

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