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  Gendoc odt with image link
Posted by: geraldbigot - 06-19-2023, 10:12 AM - Forum: Administrator Support - Replies (11)

Hello,

Using an odt with image link as Gendoc template, when I export my quote, I can't see any image.

Is there anything special to set to see this image ?

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  Duplicar filtro sobreescribe y no añade otro nuevo
Posted by: juanmax - 05-25-2023, 03:10 PM - Forum: International - Replies (3)

Hola Joe:

Espero que estés fenomenal Smile

Trabajando con los filtros y siguiendo las instrucciones de la documentación, he intentado duplicar uno que he creado con anterioridad, pero el comportamiento es que, al pulsar el botón "New", solamente sobrescribe el filtro actual, cambiándole el nombre, no crea uno nuevo.

No se si igual estoy haciendo algo mal...

Como siempre, muchas gracias por tu ayuda.

Un abrazo.

Juanma.

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  administrator don´t see all products
Posted by: inspectorflint - 05-01-2023, 06:59 AM - Forum: Administrator Support - Replies (5)

Hello:

In a new corebos instalation, there are several users ( two administrators, one CEO al 13 sales man) . When one of the administrators try to edit a sales order, adding one existing produt, in the popup don´t appears all of this, also a part of then.

This is the popup query:

SELECT vtiger_crmentity.crmid, vtiger_crmentity.smownerid, vtiger_crmentity.description, vtiger_products.*, vtiger_productcf.*
FROM vtiger_products INNER JOIN vtiger_crmentity as vtiger_crmentity ON vtiger_crmentity.crmid = vtiger_products.productid
INNER JOIN vtiger_productcf ON vtiger_products.productid = vtiger_productcf.productid
LEFT JOIN vtiger_vendor ON vtiger_vendor.vendorid = vtiger_products.vendor_id
LEFT JOIN vtiger_groups ON vtiger_groups.groupid = vtiger_crmentity.smownerid
LEFT JOIN vtiger_users ON vtiger_users.id = vtiger_crmentity.smownerid
WHERE vtiger_products.productid>0 AND vtiger_crmentity.deleted = 0 and vtiger_products.discontinued<>0
AND vtiger_products.productid
NOT IN (SELECT distinct topdo FROM vtiger_productcomponent INNER JOIN vtiger_crmentity ON vtiger_crmentity.crmid=vtiger_productcomponent.productcomponentid WHERE vtiger_products.productid>0 AND vtiger_crmentity.deleted = 0) LIMIT 0,20

The query returns 7 products, but in the products listview appears 13

I think that an adminstrator user can work with all the records, or I am wrong? It is necessary change anything in thepermmisions of roles or profiles?

Also, when I try to upload a pdf file appears this warning: "Imagen inválida: contiene elementos potencialmente maliciosos "

Thanks

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  loadRelatedListBlock is not defined in new instalation
Posted by: inspectorflint - 04-21-2023, 07:01 AM - Forum: Administrator Support - Replies (6)

Hello:

I Just install the last version of corebos, but the related list dont work.

When I try to open a related module (with contacs, for example), the block don´t open, and in the console appears this message:

Uncaught ReferenceError: loadRelatedListBlock is not defined
   <anonymous> javascript:loadRelatedListBlock('module=Contacts&action=ContactsAjax&file=DetailViewAjax&record=8578&ajxaction=LOADRELATEDLIST&header=Documents&relation_id=27&actions=add,select','tbl_Contacts_Documents','Contacts_Documents');:1
loadRelatedListBlock('module=Contacts&action=ContactsAjax&file=DetailViewAjax&record=8578&ajxaction=LOADRELATEDLIST&header=Documents&relation_id=27&actions=add,select','tbl_Contacts_Documents','Contacts_Documents');:1:1

Also, it happens in the rest of the related modules.

I have made the instalation in two different hostings, wiht the same result

Thank you

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  GenDoc formato fecha a texto no traduce
Posted by: juanmax - 04-13-2023, 11:52 AM - Forum: International - Replies (11)

Hola de nuevo a todos:

Espero que estéis fenomenal Smile

Trabajando con una plantilla .odt para generar presupuestos (quotes), siguiendo las instrucciones de la documentación hago funcionar correctamente el ejemplo

{fecha:d} de {fecha:F} de {fecha:Y}

y la salida es correcta, pero como es lógico, el resultado es el día actual Smile

Para fijar la fecha del presupuesto que queremos que aparezca en el .pdf, he definido un campo custom formato "date" dentro del módulo llamado "fecha del presupuesto" y el sistema lo identifica como cf_1244. Todo correcto.

Cuando introducimos la formula en la plantilla de la siguiente manera, funciona correctamente, lo que sucede es que el mes, al traducirlo lo deja en lenguage inglés, no lo traduce al Español.

{Quotes.cf_1244:d} de {Quotes.cf_1244:F} de {Quotes.cf_1244:Y}

Resultado:
10 de April de 2023

El usuario que genera el .pdf tiene seleccionado el idioma español y en las variables globales hemos definido GenDoc_Default_Compile_Language con valor es.

Por favor, ¿me podeis dar una pista de como puedo hacer para que se traduzca correctamente?

Muchas gracias

Juanma.

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  Integración con Google Contacts
Posted by: juanmax - 04-10-2023, 10:46 AM - Forum: International - Replies (4)

Hola Joe:

Espero que estés fenomenal y que hayas pasado una buena Semana Santa Smile

Solo quería preguntarte sobre la integración de CoreBOS con Google Contacts, pues siguiendo las instrucciones de la documentación, todos los pasos funcionan correctamente, pero después de que aparece el mensaje de que la instalación de CoreBOS "quiere acceder a tu cuenta de Google"
y que te advierten con el típico mensaje de

"Cuando permitas este acceso,
podrá:
Ver, modificar, descargar y eliminar permanentemente contactos. Más información

Confirma que confías en [Nombre de la Aplicación]"

El problema es que cuando le das al botón "Continuar" da un CSRF Error.

Por favor, ¿sabes a que puede ser debido esto?

Como siempre, muchas gracias por tu ayuda.

Juanma

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  assing an account to several users
Posted by: inspectorflint - 03-31-2023, 01:53 PM - Forum: Administrator Support - Replies (1)

Is it possible that an account is assigned to several users? I am developing a crm and the client works with brands, and each of its sales representatives manages a specific brand, but clients can buy products from different brands, so the same client should be associated with two or more users.

The client does not want the sellers to see all the accounts, but only the ones that they create or manage. It's possible?

Thank you

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  How to link workflow email to an account
Posted by: geraldbigot - 03-16-2023, 06:42 AM - Forum: User Support - Replies (1)

Hello,

I wish to save each workflow email launched from Support Tickets module in Account (related to) record (account filled in ticket).

How to do that ?

I thought it was automatic

--
Gérald

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  Global search iussue character -
Posted by: LorenzoGreco - 03-09-2023, 06:51 PM - Forum: Administrator Support - No Replies

Hi All
coreBOS 8.0  (acfc779f820230309)
Searching john-smith in global search or other words with "-" character, there will result: all contacts, all campaing, all potential, etc, no filtered.
in my case, i've selected 13 modules
This is only a my iussue?

bye all
Lorenzo

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  "You are not permitted..."
Posted by: geraldbigot - 03-02-2023, 08:24 AM - Forum: User Support - Replies (4)

Hi,
I deactivated PDFMaker on this user profile but I always have warning "You are not permitted..." screen in file attached.
How could I delete or hide it ?
Thanks



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