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Would this usecase be a candidate for any of the new report types? |
Posted by: Guido1982 - 08-28-2018, 12:45 PM - Forum: Administrator Support
- Replies (2)
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I have a usecase that is not completely thought through yet, but I would like to leverage one of the new report types to combine work with fun. Would this be applicable:
I need to get salesorders, for a certain time period and a certain user. That part is easy. I also need to get the inventorydetail records (or product lines) that belong to that salesorder, their related product name, quantity, sell price and cost price. Then, lastly I need to get all the related invoices per salesorder to determine the invoice with the latest date.
De we have something like reports with sub-items yet? Something like grouping? So basically top-level would be the salesorders, then beneath that the inventorydetail lines and the invoices.
As you can see I'm not 100% sure about the data I need yet, just want to experiment with the new report types.
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Mass update stalls after first record on one module only |
Posted by: Guido1982 - 08-28-2018, 10:15 AM - Forum: Administrator Support
- Replies (4)
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I think this has something to do with a workflow that I have. I want to invoke a workflow on Invoices I just installed. Therefor I'm editing a non-used field on invoices, just to launch the workflow. The mass-edit stalls after one record and just sits there. On that one record, the workflow IS launched and executed. When I mass-edit on another module (I tried salesorders), the mass-edit seems to work fine. How would I debug this? I want to find out what makes the mass edit stall...
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Could we get the field helpinfo on detail view |
Posted by: Guido1982 - 08-28-2018, 09:09 AM - Forum: coreBOS Development
- Replies (2)
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Right now helpinfo for fields is only visible on edit view. Could we also show this on detail view? The reason for this is that some fields need some 'reading explanation', with which I mean tell the user what the data he/she is looking at means, even when they don't have rights to alter that data (like a displaytype 4).
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How to get the CRM ID of a related record through expression |
Posted by: Guido1982 - 08-28-2018, 08:45 AM - Forum: Administrator Support
- Replies (7)
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I have a workflow task that I want to use to update a field. I want to sum a field in a SalesOrder with all the Invoice nettotals summed up. Therefor I want to get all invoices that are related to the same salesorder that I am launching the workflow task on. So I'm using Code: $(salesorder_id : (SalesOrder) subject)
to do that. Problem is, there are many salesorders that have that exact subject. So the workflow engine gives me all of those and sums up all the invoices that have that text in the 'Related SalesOrder' field. Which is not what I want, I want only the Invoices that have that exact salesorder CRM ID. So basically I'd like to do something like Code: $(salesorder_id : (SalesOrder) salesorderid)
, but that's not working for me.
I worked around this now by adding a task before the update task that fills a custom field in the invoice with the salesorder_no. The second task (the one that sums) then checks against that salesorder_no on other invoices. This works, but I don't like it since it needs an extra field, task and only works correctly when every invoice has been saved once to update the related salesorder_no (to do the filtering).
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Some questions about the new financial fields |
Posted by: Guido1982 - 08-24-2018, 04:24 PM - Forum: coreBOS Development
- Replies (5)
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I just found out that my tax hooks are being used to create fields in the financial block in inventory modules that display the sum of all those taxes from the lines on that record. That is very cool and usefull! I do have some issues with it:
- Setting a tax to inactive does not set the field to inactive. Maybe there are reasons behind this, but right now I can't think of them
- Updating the tax name does not update the field labels. I could write a commit for that.
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Google Calendar Sync - No sync happening |
Posted by: partnerwerk - 08-23-2018, 08:19 AM - Forum: Administrator Support
- No Replies
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The GCal synchronization stopped working a while ago. I did not notice it because there was no notification. Now I created a new Google API, added the new credentials and the authorization process was successfully finished.
When I add new calendar items, they are not added to GCal. Neither are GCal items added to CoreBOS. (Settings for export and import to calendars are set correctly.)
The sync settings say: Google is connected.
Where can I look for errors?
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Date and time formatting on input screens |
Posted by: partnerwerk - 08-23-2018, 06:38 AM - Forum: User Support
- Replies (1)
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As a user I have the choice out of three date formatting options on the user settings page to be used in the system:
dd-mm-yyyy
mm-dd-yyyy
yyyy-mm-dd
All of these are difficult to read when you are used to German date formatting, which is dd.mm.yyyy
Is it possible to add this as a choice?
The same for time formatting: Times are shown in the system in the format hh:mm, I would prefer hh.mm.
But there is no option for time formatting, is it?
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