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  Workflow - created new task
Posted by: rslemer - 06-14-2018, 04:30 PM - Forum: Administrator Support - Replies (3)

Is possible, when I execute a workflow for created a new task, this same task, not will assigned admin user, but task do marked/created from a logged user?

I explain

I created a workflow, when user complete a single task, system will created a new task for next step with a client

Problem is, the new task is created/marked from "Admin user" not from my logged user.

Is possible changed that? Is possible setting a workflow marked a new task from a logged user?

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  Doubt - Import Comments
Posted by: rslemer - 06-11-2018, 07:24 PM - Forum: Administrator Support - Replies (7)

When I import into the comments module, how can I define which module comment will be added?

At my first test, when I imported, system add comment in opportunities (?)

I wish system add comment in other module, like a service contracts

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  Tricky Asset/Product/Invoice question
Posted by: radu - 06-11-2018, 10:50 AM - Forum: Modules/Extension Support - Replies (3)

Hello,
Maybe someone can help me out with this one: I have an asset associated with a product and a invoice(that product's invoice to be more precisely). Since the price of the product on the invoice can be different from the price from the product module is there a way to setup a filter in assets list view(assets module) so that I can see on a column the unit price that is on the invoice NOT the unit price of the product as declared in products module?
Thank you.

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  ERROR EMAIL
Posted by: flopezcpa - 06-09-2018, 05:02 AM - Forum: Spanish - Replies (3)

Buenos dias:
Al dar clicn en Webmail me sale este mensaje de error

Action name is missing or incorrect. Please check the action name: index alguna forma de corregir y pueda configurar el correo de entrada.

Saludos

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  ALMACENAMIENTO DE E-MAIM
Posted by: flopezcpa - 06-02-2018, 02:41 PM - Forum: International - Replies (1)

Buenos días:
Consulta, Coreboss vuarda los correros recibidos y enviados dentro de su propia base de datos? es decir, si los descarga localmente, usando el propio servidor de correo de Coreboscrm.
Saludos,

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  Warning admin to execute corebos_updater
Posted by: rslemer - 05-26-2018, 01:32 PM - Forum: Administrator Support - Replies (1)

In iPBX there a interesting resource, when system need admin execute a upgrade, system shows a warning message until admin click on update.

I suggest, implement something like that in system

After updated with git, system shows for admin user, will need execute a corebos updater.

I see there a file updated when new itens included for corebos_updated. This file can be this controle para this warning.

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  Tasks Report
Posted by: rslemer - 05-26-2018, 12:33 AM - Forum: Administrator Support - Replies (1)

Recently the system implement a important security thing

Only user allowed to export can, save report data, in csv, xls, or simply save

But To Do module don't have a export option. This way, report not can save too.

How I can allowed user created a xls with your To Dos, or save a To Do Report, in this case?



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  [solved] workflow translated files - pt_br
Posted by: rslemer - 05-25-2018, 12:22 PM - Forum: Administrator Support - Replies (1)

attached



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.php   pt_br.lang.php (Size: 8.24 KB / Downloads: 1)
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  Business Map - related panel
Posted by: rslemer - 05-24-2018, 08:19 PM - Forum: Administrator Support - Replies (1)

I tried do this tutorial --> http://corebos.org/documentation/doku.php?id=en:adminmanual:businessmappings:relatedpanes

I will able, create a new tab, from services contracts, for example, to show a relation with contacts, directly in new tab?

Or I need created a tab, with a contacts module, and user will click on contacts,and only after that will show a contacts details?

I means, I wish a new tab, shows a contacts details, directly, is possible?

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  Layout Editor can't add some module block.
Posted by: addady2 - 05-24-2018, 12:45 PM - Forum: Administrator Support - Replies (13)

Hello

In the  Layout Editor I can't add activities / to do block to some of the modules.
In other modules it work fine.

Attach screenshot in campaign module.
campaign module have relation 1:M activities.

Any idea?

Addady



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