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. […]
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 […]
At times you might build a customization in the SalesLogix LAN client that relies on networked resources. For example, you might consume a web service or other resource that is available to LAN users and remote users via VPN. In this scenario, and many others like it, you have the potential to have remote users that do not currently have access to this networked resource. Even worse, you might have remote users that may not even be online at the ...
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