Join us on Wednesday, August 21st at 2pm CDT Are you registered for this week’s bpm’online webinar? If the answer is no, we think you should reconsider. Here are the top 3 reasons you should join us: Familiarize yourself with what the next generation of CRM solutions can do. Learn about the transition to low-code/no-code […]
9 new features and 4 bug fixes coming your way in the latest update. Bpm’online does an excellent job of providing regular feature updates and bug fixes to stay ahead of the pack in CRM, and v7.14.3 is no exception. In the latest update you’ll find 9 new features and 4 bug fixes. I have […]
Sometimes the easiest way to integrate some other website in bpm’online is to just embed it on a tab. That’s a pretty easy task. Additionally, you can easily include values from the record in bpm’online in the URL so the webpage is specific to the record you’re currently viewing. For an example of this, I […]
The bpm’online built-in code editor is an in-browser editor, which is never exactly ideal, but it does the job. However, there’s some things you can take advantage of to get the most out of your experience using the editor. The first thing that will help your experience is knowing that the bpm’online editor uses the […]
You’ll often want to know in your page code if the page is in add mode or edit mode. This is useful to perform only certain action in cases where the record is being added vs edited. To know if the page is in add mode, you’ll also likely want to check if the page […]
If you want to draw the user’s attention to a particular tab on a bpm’online page, you can easily set the active tab using the tab’s name (look for your tab in the diff to know what it’s name is). Setting the Active/Selected Tab Showing or Hiding a Tab To show or hide a tab, you […]
In the 8.4 Infor CRM web client, if you add a phone number column to an SData grid it does not handle formatting phones that contain extensions. Phones that are just 10 digits format fine as (nnn) nnn-nnnn but if you add a phone value like “6515554444×123” that value does not show formatted but instead […]
In bpm’online, if a page has performed some server-side functions via a process or configuration service, you might want to refresh/reload the page or certain detail lists on the page when it is complete to show the updated values. Reload the Entire Entity This will reload all bound data on the page, including any related […]
If you need to open an edit page programmatically to add or edit a record in bpm’online, 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, […]
Learn about the new features in this release. Bpm’online is committed to providing regular updates that will accelerate your your business, and v7.14.2 is no exception. Highlights of this update include: Bpm’online Marketing Macros are now connected to the [Audience] detail in the [Sender’s name] and [Email] fields. For example, if the email body […]
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 […]
Gartner’s 2019 Magic Quadrant for Sales Force Automation has been released. Bpm’online moved from the Sales Force Automation Challenger category in 2018 to Leader in 2019. Gartner found that one of the strengths of bpm’online, among many, was product execution: “Bpm’online provides a UI that is easy to follow and modern. The sales product […]
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 […]
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