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Attachment in e-mail not ...
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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)
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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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Suggestion - When created a field in Module Lead |
Posted by: rslemer - 02-15-2018, 11:31 AM - Forum: Administrator Support
- No Replies
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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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[solve] Validation with Business Map |
Posted by: rslemer - 02-12-2018, 07:01 PM - Forum: Administrator Support
- Replies (18)
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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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[ implemented - solved ] Suggest - Mass Edit in Background |
Posted by: rslemer - 02-07-2018, 01:14 PM - Forum: Administrator Support
- Replies (3)
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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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