If you need to open an edit page programmatically to add or edit a record, this can be easily done using the built-in openCardInChain method. This allows you to specify an edit page and indicate if you want to add a new record, or edit an exiting one. If you’re adding a record, you can […]
Lookup columns in bpm’online store an ID value, not the actual text. For example, the City lookup doesn’t store the City name itself, it stores the ID value for the selected City from the City lookup table. If you’re working with ESQ queries, this isn’t exactly apparent, since you’ll reference the “City” column and get […]
Having worked for so many years with Infor CRM, one feature I missed in bpm’online was the recently viewed records menu. It displayed the history of records you accessed so you could quickly navigate between records you might be working with at that moment. So, I decided it would make a perfect add-on for bpm’online. […]
If you need to redirect the user to a specific page from your client-side code in bpm’online, there are a few options. The first is to publish the “PushHistoryState” message and supply the location/url as the hash for that message. For an example of this, the code below will navigate to the Contact section: The […]
Adding custom style sheets in bpm’online is a very easy task. You can add custom style sheets to specific pages or sections, or even globally to the entire application. In this article we will look at adding a custom style sheet to the Opportunity page. For this example, we’ll just apply a simple style to […]
Something that is easy to forget when creating forms in bpm’online is that you have more available to you than what shows up in the page wizard. You can manually add elements to your page that aren’t options in the available control/field types. You can see a list of the available types of elements you […]
There are a lot of ways that a process can get started, or triggered in bpm’online. Signals on entity events, messages, timers, and manually starting a process. You can also start a process from code. You can even provide values for parameters in the process to set context if needed. This article will look at […]
If you need to interact with the user from your form code in bpm’online, to display information, prompt for a choice, or show an error, there are several built-in dialog options you can use. Displaying Information This is a simple dialog, used to provide some message to the user. The code to display this is […]
I’ve released another free add-on in the bpm’online Marketplace. Filter highlighting for bpm’online is an add-on that makes filters more obvious and noticeable when set in bpm’online. This add-on was inspired by helping bpm’online users who couldn’t find a record they were looking for because they didn’t realize, and couldn’t easily tell, that they had […]
Script Tasks in bpm’online processes allows you to go beyond what is available in the standard process tasks. There’s really nothing you can’t accomplish, as long as you know what code to write. The following code will run a Word printable and attach the resulting document to a record. In the code below, we will […]
In bpm’online, you might have noticed, that often you’ll create some child record and upon saving, you’re returned to the parent page. For example, you’re looking at an account page, you click the “+” button on the case detail to add a case for the account, the case page opens to fill out the case […]
Often you’ll want to know when the user changes a field on a screen in bpm’online so you can perform some other actions. For example, show/hide something when a certain value is set, updating some fields when a certain checkbox is checked, get the primary contact for an account when an account is selected, etc. […]
I’ve released the first of many free add-ons to the bpm’online marketplace, Stacked Tabs for bpm’online. This add-on allows a user to switch between the standard scrolling tabs, or stacked tabs and see all the tabs at once. A common problem for some users is that it’s difficult to see what other tabs are available, […]
When you have code that is doing something like calling a configuration service, starting a process, or some other longer running task, it’s always a good idea to show something to the user so they know something is happening. Bpm’online has a built in loading/progress/spinner that you can use for this purpose. Plus, it’s easy […]
The System Settings area in bpm’online is an extremely useful place to store your settings or things you’d like to give the user the ability to change in bpm’online. For example, in my last post I outlined how to make opportunity list rows green if the amount was greater than $3000, you could have that […]
The more I work with bpm’online the more impressed I am at the control and ease you have with customizing the application. Even though bpm’online really pushes the “zero code” mantra (which is actually quite true, you really can do a lot in bpm’online without writing any code) it is still a fantastic experience as […]
In bpm’online roles are used to determine what a user is allowed to do. There are organizational roles and functional roles. Functional roles are specific things a user can do, and an organizational role is a grouping of those functional roles for a specific type of user in the organization. If you’ve come to bpm’online […]
There are many cases when you need to know who the current user is in bpm’online. Whether this is in client-side code on a form, or in server-side code in a process or a configuration service. Getting the Current User in Client-Side Code The current user is stored in Terrasoft.SysValue as CURRENT_USER. This is a […]
In the Lead section of bpm’online, there’s a “Qualify” button that can be used when you qualify a lead. This button triggers a process to do things such as link to an existing contact/account or create a new one, create an opportunity, create some tasks, etc. However, what if you only want this button to […]
Packages in bpm’online are how you separate what you’re creating/customizing from the rest of the application. It’s a layer that exists in the application. It’s also how you deliver a set of functionality to another bpm’online system. If you’re coming from Infor CRM, it’s like a bundle, but a whole lot more. It’s more like […]
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