Bpm’online Dynamic Screens

Every main section in bpm’online can be configured to present a different form/view or just a one-for-all view.  The form you see when you go to a section, like Accounts, for example, can be completely different for a “Customer” type vs “Prospect” type. The view you get can be driven by the User or any other data in a field or from a business rule you define for what form you get.  For example, I could have the Account view for a customer that has a past due balance display a big red warning banner across the top of the screen.  All of this is done without writing code or involving IT.

ABOUT THE AUTHOR

Scott Weber

Scott Weber is CRM Practice Manager and Senior Consultant for Customer FX Corporation.

Submit a Comment

Your email address will not be published. Required fields are marked *

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) news and product updates!

You have Successfully Subscribed!