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  [solve] Not translate name of module
Posted by: rslemer - 02-15-2018, 11:11 PM - Forum: Administrator Support - Replies (1)

When module deactivated, system show message without translate name of module.



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  [solve] Help Desk - Not send any email
Posted by: rslemer - 02-15-2018, 05:34 PM - Forum: Administrator Support - Replies (3)

I wish deactivated all emails sent when create/edite/remove any ticket in help desk module.

I need access each workflow and each tasks, to set to inactive

besides this, I set global variable HelpDesk_Notify_Owner_EMail to '0'

There any easy way to do that?

This is a sufficient to block all messages to client?

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  [solve] Scope in coreBOS ping
Posted by: rslemer - 02-15-2018, 03:56 PM - Forum: Administrator Support - Replies (2)

While I  did search at doc site, for coreBOS I found tool ping

About this functionality http://corebos.org/documentation/doku.php?id=en:adminmanual:monitorstatus&s[]=ping

Thats is a good tool for monitoring.

My question is what is a scope for those tests?

I means thats test include a php setting, or php modules?

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  Suggestion - When created a field in Module Lead
Posted by: rslemer - 02-15-2018, 11:31 AM - Forum: Administrator Support - No Replies

Almost time, when I need created a field in leads module, I wish that's information was saved, when lead is converted.

Today is possible, but is necessary created a same fields, in any on another 3 modules, accounts, contacts and opportunities, and after that changes a lead conversion map.

I suggest, when admin created a field in lead modules, system asked, this relation and duplicated same field in destiny module

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  Check field usage before delete
Posted by: rslemer - 02-15-2018, 11:14 AM - Forum: Administrator Support - Replies (4)

This a powerful implementation, very good job guys!

But have a little issue.

When I tried delete a field, system exhibit thats fields in use at Mail template, but fields not in use in this templates showed.

By the way, look the number of template showed wrong too.



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  [ roadmap ] Why system not show the red asterisk for First Name
Posted by: rslemer - 02-12-2018, 07:40 PM - Forum: Administrator Support - Replies (1)

If you put first name with a mandatory field, system not show the red asterisk for this field.



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  [solve] Validation with Business Map
Posted by: rslemer - 02-12-2018, 07:01 PM - Forum: Administrator Support - Replies (18)

I did try understand how I can implement,  this important resource in coreBOS.

I try created 4 business map in demo online, at leads module

1) Checked a pick list not use a default value

<map>
 <originmodule>
   <originname>leads</originname>
 </originmodule>
 <fields>
   <field>
     <fieldname>leadsource</fieldname>
     <validations>
       <validation>
         <rule>notIn</rule>
         <restrictions>
         <restriction>--None--</restriction>
         </restrictions>
       </validation>
     </validations>
   </field>
</map>

2) Checked a phone number is only numeric

<map>
 <originmodule>
   <originname>leads</originname>
 </originmodule>
 <fields>
   <field>
     <fieldname>phone</fieldname>
     <validations>
       <validation>
         <rule>numeric</rule>
         <restrictions>
         <restriction></restriction>
         </restrictions>
       </validation>
     </validations>
   </field>
</map>

3) Checked a new date field, is after a date of modified

<map>
 <originmodule>
   <originname>leads</originname>
 </originmodule>
 <fields>
   <field>
     <fieldname>cf_846</fieldname>
     <validations>
       <validation>
         <rule>dateAfter</rule>
         <restrictions>
         <restriction>{{modifiedtime}}</restriction>
         </restrictions>
       </validation>
     </validations>
   </field>
</map>

4) Checked is a new custom field, not duplicated in data base

<map>
 <originmodule>
   <originname>leads</originname>
 </originmodule>
 <fields>
   <field>
     <fieldname>cf_847</fieldname>
     <validations>
       <validation>
         <rule>notDuplicate</rule>
         <restrictions>
         <restriction></restriction>
         </restrictions>
       </validation>
     </validations>
   </field>
</map>

But not working.

I did try read documentation again, and duplicated a demo business map, but not successful.

What I do wrong?

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Rainbow Suggestion - Create Icon and Ordered
Posted by: rslemer - 02-12-2018, 03:12 PM - Forum: Administrator Support - Replies (6)

In filters, if you will need refresh a screen, is necessary you selected another filter and return your previous filter, to forced a refresh all data.

I know, ordered is possible today is possible, clicking in column title too.

But this operations not is intuitive for most final user.

I suggest created two icon ( similar existing in widget ),  for that.

Ordered can show a pick list, for user selected field to ordered.

Is a small change, but I think is a good features.

Thanks!



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  [Solve] Button add contact not working in to do
Posted by: rslemer - 02-09-2018, 01:42 PM - Forum: Administrator Support - Replies (3)

When I try editing a task, in to do, if I click on button for select a contact, not working.

In on line demo too.

By the way, if you created a contact area in main tab, button select contacts work, but list all contact in the system. Listing only a contact in account is better, in my opinion.

See image attached.



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  [ implemented - solved ] Suggest - Mass Edit in Background
Posted by: rslemer - 02-07-2018, 01:14 PM - Forum: Administrator Support - Replies (3)

Some operation, like a mass edit, for many records, causes overloading in server or freeze the screen until all operations is done.

For example, import spreadsheet, in CSV,  have a same problem, but is system do a intelligent solution, for import in batch mode, in background.

I suggest, when mass edit, for many record, use a same mechanism, and to causes much minor impact in system.

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