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Versión PHP recomendada
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Admin should be able to set the default filter for any user |
Posted by: rslemer - 02-26-2018, 11:46 AM - Forum: Administrator Support
- Replies (5)
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My scenario is I have a sales team
There are 3 vendors, and I need to standardize the way of working, and one of the steps is to create default filters for entry into the lead, account, opportunities, for example modules.
The problem is, that the system does not accept that ADMIN marks the filter as default, only respects this option if I log into each of the users and create a new private filter on each login.
This is bad, not good practice.
I think there must be a way, to standardize the access, by the profile, or the group, as it has today, with the global variables.
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Suggestion - Name of File for the reports |
Posted by: rslemer - 02-26-2018, 01:01 AM - Forum: Administrator Support
- Replies (5)
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When create and export report in CSV, Excel format or PDF, system write a single file with name, for output file as "Report"
This not best practice, and some times confuse the final user.
I suggest system put name of output file with the same report name.
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curiosity - html signature |
Posted by: rslemer - 02-24-2018, 10:53 PM - Forum: Administrator Support
- No Replies
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My curiosity why same html used in another email or webmail, like a gmail, for example, used in coreBOS, is showed differently.
CoreBOS always insert many blank lines, each line for my signature
For example, I created siganture in G Suite, and cut and paste in coreBOS, and resulted not equal. e.
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Interacción clientes / Incidencias |
Posted by: JesusPC - 02-24-2018, 04:27 PM - Forum: User Support
- No Replies
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Buenas tardes
La intención es poder interactuar con las incidencias, proyectos, tareas o similar, de manera que cuando tienes un proyecto en marcha con varias tareas por realizar, que tanto los técnicos como los clientes puedan consultar el estado de las mismas e incluso puedan incluir sus comentarios, añadir nuevas (si se le da permiso).
Mas o menos como la gestión de proyectos que usa (o usaba) TSolucio, Mantis Bug Tracker...
Alguna idea de como hacerlo?
Gracias
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Webservice: when selecting records where UI10 field is empty |
Posted by: Guido1982 - 02-23-2018, 10:50 AM - Forum: coreBOS Development
- Replies (1)
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When you have a webservice query, and you want to select records from a module where a certain UI10 field is empty use:
PHP Code: select * from purchaseorder where po_related_soid = 15x0
Where 15 is the webservice ID for the module of the UI10 field (in this case salesorders). Then use the 'x', and add a 0.
'po_related_soid' is a placeholder for the fieldname you want to check on, replace that with your own. Of course also replace the module name with your own.
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IE - Issues |
Posted by: rslemer - 02-22-2018, 10:55 PM - Forum: Administrator Support
- Replies (2)
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If user use Internet Explorer, there can create a filter without a name and create a opportunity without a relation, for example, with contacts.
Even, thats fields is marked a manadatory.
Always I ask user uses a Chrome or Firefox, but user, sometimes, forget.
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Will this workflow work as expected? |
Posted by: Guido1982 - 02-22-2018, 02:12 PM - Forum: Administrator Support
- Replies (1)
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I've created a workflow:
The workflow looks at SalesOrders, and triggers every time a record is edited (so both on first save and consecutive saves). It has no conditions.
There are two tasks:
First task - The first one checks if checkbox 'A' is changed to true.
- If the condition is met, it will update checkbox 'B' to true.
Second task- This task checks if checkbox 'B' is changed to true.
- If so, it will trigger an API call to a portal I created.
My assumption is that this will basically trigger itself twice: once when a change is made, don't care how. Then if the condition in task 1 is met and checkbox 'B' is updated, that update will trigger the same workflow again, but now trigger task 2. Am I right to assume this?
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