Welcome, Guest
You have to register before you can post on our site.

Username
  

Password
  





Search Forums

(Advanced Search)

Forum Statistics
» Members: 539,617
» Latest member: lyndanrazd
» Forum threads: 1,745
» Forum posts: 9,084

Full Statistics

Online Users
There are currently 4 online users.
» 0 Member(s) | 1 Guest(s)
Bing, Google, Yandex

Latest Threads
Finetuning the way you se...
Forum: coreBOS Development
Last Post: alexandy40d
12-06-2024, 07:38 AM
» Replies: 4
» Views: 8,168
MariaDB Version
Forum: Administrator Support
Last Post: joebordes
11-01-2024, 11:49 AM
» Replies: 1
» Views: 687
Product Catalog / parts c...
Forum: Modules/Extension Support
Last Post: joebordes
09-15-2024, 09:40 AM
» Replies: 1
» Views: 1,135
Challenges and Best Pract...
Forum: coreBOS Development
Last Post: wishforbes
08-30-2024, 04:21 PM
» Replies: 0
» Views: 737
PRODUCTS IN ACCOUNTS BY O...
Forum: User Support
Last Post: jonathanmoore858
08-03-2024, 04:14 PM
» Replies: 4
» Views: 2,807
Zapier | Integration
Forum: Modules/Extension Support
Last Post: bernardgbailey
07-29-2024, 11:45 PM
» Replies: 7
» Views: 9,905
Versión PHP recomendada
Forum: International
Last Post: joebordes
07-04-2024, 05:42 PM
» Replies: 7
» Views: 3,395
Could Someone Give me Adv...
Forum: Open Discussions
Last Post: joebordes
06-27-2024, 08:32 AM
» Replies: 1
» Views: 1,729
RESTRICTED FILE
Forum: Administrator Support
Last Post: inspectorflint
06-22-2024, 08:08 AM
» Replies: 7
» Views: 5,729
GENDOC imágenes
Forum: Open Discussions
Last Post: joebordes
06-02-2024, 05:11 PM
» Replies: 4
» Views: 2,065

 
  Import Skip or Merge Duplicate
Posted by: rslemer - 02-26-2018, 05:55 PM - Forum: Administrator Support - Replies (5)

Should this option be working for import?

Because in my tests, each imports, system duplicates all lines in CSV, even the key selection is the same (for example, I redo the same csv file).

Print this item

  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)

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.

Print this item

  Suggestion - Name of File for the reports
Posted by: rslemer - 02-26-2018, 01:01 AM - Forum: Administrator Support - Replies (5)

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.

Print this item

  curiosity - html signature
Posted by: rslemer - 02-24-2018, 10:53 PM - Forum: Administrator Support - No Replies

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.

Print this item

  Interacción clientes / Incidencias
Posted by: JesusPC - 02-24-2018, 04:27 PM - Forum: User Support - No Replies

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

Print this item

  webmail - issue
Posted by: rslemer - 02-24-2018, 03:53 PM - Forum: Administrator Support - No Replies

At first screen in Webmail Module,  system show a email date wrong. When I clicked in that's email, in detail system show correct date for this same email.

see images



Attached Files Thumbnail(s)
       
Print this item

  Webservice: when selecting records where UI10 field is empty
Posted by: Guido1982 - 02-23-2018, 10:50 AM - Forum: coreBOS Development - Replies (1)

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.

Print this item

  IE - Issues
Posted by: rslemer - 02-22-2018, 10:55 PM - Forum: Administrator Support - Replies (2)

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.

Print this item

  Will this workflow work as expected?
Posted by: Guido1982 - 02-22-2018, 02:12 PM - Forum: Administrator Support - Replies (1)

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?

Print this item

  [solve] translate business map messages
Posted by: rslemer - 02-21-2018, 12:06 PM - Forum: Administrator Support - Replies (1)

I update this file, with a correct message for RegEx

include/validation/lang/pt-br.php



Attached Files
.php   pt-br.php (Size: 2.27 KB / Downloads: 1)
Print this item