«Processes log view»

Product description
Installation and setup

The Records color highlighting for bpm’online facilitates navigating through records in bpm’online sections focusing user’s attention on relevant entries highlighted upon preconfigured rule. The add-on is available for lookups in all bpm’online sections and allows for configuring highlighting rule using one lookup only and wide color palette.

Use Cases

Add-on is handy for bpm’online users, who work with extensive registries and instead of filtering require system to provide additional signifiers of the important entries selected upon certain condition, for example:

  • in Cases section to attract service desk specialist’s attention to requests from a specific customer or with certain status,
  • in Leads section to focus sales managers attention on potential customers from specific region or industry, or need for products,
  • in Contacts section to mark all employees associated with one Account.

Key Features

  • setting rule for color highlighting records based on one of the object’s attributes in the core and user customized sections;
  • applying highlighting rule to grid and list view of sections;
  • flexible color schema configuration: from applying the color to highlight one specific record of the lookup used for selection to assigning separate color for every record from the used lookup.

Notes and restrictions:

  • The feature is unavailable for highlighting records in details.
  • Only the attributes of the selected object and not the ones of the connected objects can be used as the condition for highlighting.
  • Highlighting rule cannot involve several attributes of the object at the same time.
  • Only lookups are available for highlighting rule configuration (for example, gender, position, role, country, etc.)

 

Product compatibility

Product: 

all products on bpm’online platform

Version: 

7.11.3 and up

Guides and manuals

  1. Exit and login to bpm’online again.
  2. Open settings. Go to the section to which the color highlighting should be applied. Press “View” button > “Configure records colors”.
  3. Setup rules. Select object field in the “Attribute” field  to be used as a condition for highlighting rule. Press “Add” and select lookup records. For every selected record press the arrow to its left, choose the color from the pallete and press “Apply”. Press “Save” to save the selected colors and lookup records.
  4. Check execution accuracy. Add a record that matches the condition from the step 3. Open the section and check if the highliting is accurate for the testing record. 

Support conditions: 

To keep this app free of charge support is provided only by email. The response time is up to 8 hours, the resolution time is up to 24 hours.

Category

System development and configuration

 

«Records color highlighting»-product-slide
«Records color highlighting»-product-slide
«Records color highlighting»-product-slide
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Product description
Installation and setup

The “Lookup records merging” add-on allows you to get rid of duplicates in lookups by manually merging them into one record.

Use cases:

The add-on is a simple tool for merging several lookups records into one without losing links to existing records in the objects which they are used in.

Key features:

  • merge several records of the lookup into one;
  • specify the main record whose field values will be used in the priority of the merge.

Notes:

The merging does not work for lookups implemented in the 5.x interface, for example “Communication types”.

 

Guides and manuals

  1. Choose a lookup. Go to the “System Designer”> “Lookups”, select a lookup with existing duplicates.
  2. Merge records. Select duplicate records by using “Actions”> “Select multiple records”, click “Actions”> “Merge records”. In the open window, select the master record that will be prioritized for selecting fields with different values

 

 

«Lookup records merging»-product-slide
«Lookup records merging»-product-slide
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Product description
Installation and setup

The “Printable forms filtering” add-on allows you to setup the list of available printed forms on the page of the object that corresponds to the specified filter.

Use cases:

To setup available printable forms for the specified page type. For example, you can create several different printable forms for a contact summary, each of which has its own characteristics, depending on the type of contact. Using the add-on will help you specify which forms will be available on the contact pages of a certain type.

Key features:

  • setup records filtering which the specified printed form will be available for;
  • select one of the available printable forms in the standard form if several printed forms correspond to the specified recording filter.

Notes:

  • Filtering is configured for a list of available printable forms on the recording page only.
  • When you install the add-on, all previously configured printable forms will work in the standard mode. Filtering is only applied to the printable forms specified in the “Print form filtering config” list.

Product compatibility

Product: 

all products on bpm’online platform

Version: 

7.12 and up

Guides and manuals

  1. Setup record filter. Go to “System Designer”> “Print form filtering config”> “New”, select printable form in the “Pront form” field and specify the filtering of records in the filter unit.
  2. Check the setting. Go to the object record that corresponds to the filter specified in step 1. Select “Print”, check the presence of a customized printable form in the list of available printable forms.

Support conditions: 

To keep this app free of charge support is provided only by email. The response time is up to 8 hours, the resolution time is up to 24 hours.

Category

System development and configuration

«Printable forms filtering»-product-slide
«Printable forms filtering»-product-slide
«Printable forms filtering»-product-slide
«Printable forms filtering»-product-slide
Product page Go to the product download page
Product description
Installation and setup

Connector to Google Forms, the tool for creating different types of Surveys, Online Tests, Events registration and other web-forms, enables you to transfer the form responses to any bpm’online system objects, both standard and custom. 

Use Cases:

  • automatically create leads in bpm’online from the Google form response;
  • track registrations for the event with an option to extend the process with an automatic email follow-up of the registered contact from bpm’online;
  • collect additional information about existing contacts or accounts and enriching their profiles in bpm’online;
  • conduct internal and external surveys and polls for further data analysis through bpm’online dashboards, etc.

Key features:

  • Automatically creating records through business processes transferring the data from Google form to the selected object in bpm’online;
  • Transferring following types of Google form responses to the bpm’online: Text (line), Text (paragraph), One of the list, Drop-down list, Date, Time;
  • Keeping records of created Google forms in a separate section “Integration with Google Forms” including the URLs to edit the form, to submit response and to view all submitted responses;
  • Ceasing responses upload through single check-box in bpm’online interface with an ability to retrieve the flow at any given moment;
  • Trouble spotting of the responses upload through “Process Log” tab in bpm’online to ensure all responses are recorded correctly in the system.

Notes:

  • Responses to the questions added to the form already registered in bpm’online will not be transferred to the system, the integration should be re-launched in this case.
  • Multiple-choice responses (“several from the list”, “grid/multiple choice”, etc.) could not be transferred through this integration.
  • Changing data in submitted responses in the Google Forms does not affect the bpm’online records.
  • Integration can be configured only by users who have the rights to create business processes.

Guides and manuals

  1. Setup Google Forms integration. Login to Google and go to Google Formsservice. Install «Google Forms Integration with bpm’online» from Chrome Web Store. 
  2. Create form.Create form, add questions and responses types. Multiple-choice responses will not be transferred to bpm’online.
  3. Setup bpm’online integration. Press “Puzzle” symbol on the top panel of the form and select “Google Forms Integration with bpm’online”. Fill in connection settings (“bpm’online URL” – bpm’online instance web-address, “UserName” – user login, “Password” – user password, “Is integration active” – integration status). Press “Save”. If connection settings are entered correctly, “Saved Settings” message will be displayed at the bottom of the window and the new “Integrate” button will appear on the right, otherwise the error text will be displayed. Click “Integrate” > “Open in bpm”.
  4. Setup fields. In the opened “Registration” page specify the “Type” field by one of two values: “Business process” or “Object”. When you select “Business Process”, a process integration page opens and the “Process log” tab appears. If you select “Object”, specify the new “Object” field by the object which the form values will be transmitted to, and configure the mapping of the columns in the “Column Mapping” tab.
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«Google Forms connector»-product-slide
«Google Forms connector»-product-slide
«Google Forms connector»-product-slide
«Google Forms connector»-product-slide
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Product description
Installation and setup

Processes log view for bpm’online enables the user to conveniently visualize which processes are associated with the selected object. All running processes that were linked to the object in the business process editor are displayed in a separate list in the “Processes” tab on the object page.

For example, if the business process created the “Call back the client” activity and the “Account” field in this activity is filled, the user will be able to see the created instance of the business process on the page of the specified Account.

The app will be useful for customers who actively use business processes as it allows to find hanging or broken processes in a matter of seconds, and to keep record of the process instances that are associated with the specific object. The add-on saves significant time and effort on searching for the necessary processes instances.

Guides and manuals

  1. Run process. Go to the section of the object for which business processes are configured. Start any process for the selected record.
  2. View the processes. Go to the “Processes” tab on the selected record page to display the running process instances.
«Processes log view»-product-slide
«Processes log view»-product-slide
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