Blogs

Bpm’online is a Leader in Sales Force Automation

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 […]

Filter Highlighting Add-on in the bpm’online Marketplace from Customer FX

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 […]

Bpm’online Quick Tips: Working with Leads

Leads in bpm’online are a record attached to an Account or Contact (or both) for communicating with and qualifying someone for something they may be interested in.  As you work the lead, you can collect information over time and then create an opportunity if it really is a quality lead.  This allows you to have […]

Showing the Loading or Progress Indicator in bpm’online

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 […]

Getting the Current User in 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 […]

Creating Packages in Bpm’online

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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