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  Update field through workflow ONLY when no related records are present
Posted by: Guido1982 - 07-11-2018, 09:27 AM - Forum: coreBOS Development - Replies (2)

I have a use case where I hope I can use a workflow in stead of coding:

I want to update the field 'dateinservice' in Assets. I have a custom module called 'ServiceJob' that is related to Assets through a M:M relation. Now I want to do the following:

When an asset is saved, a workflow should check if only one ServiceJob is related. If so, the 'dateinservice' field should be filled with a field from that related ServiceJob record. If the no. or related ServiceJob records is 0 or greater than 1, it should do nothing. Do we have a workflow expression function that counts related records, or one that could be 'abused' to do so?

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Wink import custom modules from 5.5 to 7
Posted by: gmarcog - 07-11-2018, 07:50 AM - Forum: coreBOS - Replies (3)

hello

I am trying to import a custom module from corebos 5.5 to a clean instalation of corebos 7, but I find two troubles:

In a first moment, I need to find and write the function getcriteria_options(), because it is called in line 157 of listView.php and it isn´t declarate. When I paste it in include/Utils/SearchUtils.php it works. Then the module appears but, when I try to create a new item, the screen dont show the fields..


[Image: certiarmas.jpg]

The url is http://corebos7.renovarcarnetconducirenvalencia.com/index.php?module=CertArma&action=EditView&return_action=DetailView&parenttab=ptab

What could be the problem? Thanks...

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  Does the new mass-edit have a record quantity limit?
Posted by: Guido1982 - 07-11-2018, 06:42 AM - Forum: Modules/Extension Support - Replies (2)

I tried editing a lot (around 1700) records using the new mass edit. In previous installations this would take ages but depending on your server configuration, it would work. In the new setup I don't see any activity editing that many records. Does the mass-edit have some kind of limitation imposed?

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  Can't quick-edit picklist
Posted by: Guido1982 - 07-10-2018, 09:52 AM - Forum: Administrator Support - Replies (2)

I have a picklist that I can only edit in full edit. The UI type is 15, I checked the displaytype (1), readonly(2) and presence(1). Am I missing a setting?

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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 - changed ] field subject
Posted by: rslemer - 07-04-2018, 06:40 PM - Forum: Administrator Support - Replies (14)

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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