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Tips&Tricks

I have created an app and a dictionary. Now for this app, i have to create same process, but with different set of users. What is the best way to do it? 1. Clone the workflow, set it a Custom Instance number and modify steps with the new group of users? 2. Clone the process? 3. Export that app as a template? But when i want to import it, i have to use that dictionary i have created. Thanks

Hi. I want to show in a report in a column if an item has an attachment. Does anybody have an idea how to do that? Kind regards, Klaus

MVP

Hi everyone, does anyone has an idea /have a hack to move the attachments / comments option to a tab? I'm currently trying to create a form, which should: - look good or at least ok - be usable with a big multi line text box - while using the task "view" and displayed info panel - has to compete with a paper based process with an arbitrary number of steps and options to write any information on the paper Best regards, Daniel

Hi, I have an item list with a "date" column. I figured out that filtering (or even showing it in a customized date format in a data table) is tricky as the daty type of the column is actually nvarchar(1000). What I want to reach is to filter the data table based on a "date picker" field, but I don't manage to. Kind regards, Klaus

Hi there, For security reasons, we need to add a timeout for all user logins such that after a couple of hours, after login, the user will be prompted to log in again. I looked through the GlobalParameters data base and found the following (line 44 - PortalTokenSigningKey) ..."Expiration":"00:00:00","RefreshTokenExpiration":"0.00:00:00","AuthCookieExpiration":"0.00:00:00","AuthCookieSlidingExpiration":true} I am not sure if it's the right place, what format it uses (days:hours:minutes (...)

Hi, I'm trying to update an existing instance or create a new instance with REST API. I'm using api version 3.0 and Postman. I want to put data to choice field, but I know only name from data source. It's possible at all? I tried to put a value in two ways: "formFields": [ { "guid": "c2e37260-5d57-410e-997c-1f19bb12a4c0", "svalue": "USD" } ] System always trying to fit value "USD" to Id, but ID is different, (...)

I am looking example of getting attributes from Polish GUS to get information about client (name, address, etc) ?

Hello, Question 1: Is there any possibility to give user access to form but restrict/limit form history (only user have access to current form not for previous versions)? Question 2: I have form field 'Picture' in dictionary form which (that form) is connected with user by field 'User' - do you have any idea how to present that picture on users dashboard? Do be clear: Form 1: Field User: X Field Picture: A Form 2: Field User: Y Field Picture B On dashboard User X (...)

Hi, Is there any way to remove saved comments from an element? I would like to use the native comment field, but I need to delete the old comments in a certain step. Is this possible, or should I use the AttLong attribute instead of the native comment field? Best regards, Bartek

Dear All, is there any possibility to display report as calendar type, but with 12 months, as full year view? Currently we only see option to display one month (largest one). Thanks for any response here. Best, Adam.

MVP

Does anyone know how WEBCON did this on their support portal? Lots of custommers asked us to add form fileds in the task cards, but I thought it is not possible.

MVP

Hi everyone, I have the following use case for a customer: A workflow should be started from Outlook using the (full) Addon. Based on the from address some more information should be retrieved from a custom database and populate other fields. So far so easy, at least in the dev system where I can modify the data in the custom database. This is where my problem/the question starts: Does anyone have an idea how I can change the stored from address in an msg file/mail? I will ask the custom (...)

How make sure that field with barcode is unique across application?

Hello everyone, in a webcon environment I currently have two business entities (ID 1 and 4, see the attached screenshot). From now on I only want to use the entity with ID 4. Is there a known way to migrate all existing instances from ID 1 to 4 so I can delete the business entity with ID 1 afterwards?

Hi, Do you know any trick, how to change the label of the company selection control on the form, from "Company" (Wybór spółki) to f.in. "Organizational unit"? Thanks in advance. J.

Is it possible to change a choice field to empty when the option picked has no exact match in the option set/ data? If yes, how is that done?

MVP

Hi there, while starting a new instance, i am giving the users the ability to make a save for the moment (caching all inputs so far), so they could finish the instance later. If the user wants to start that instance again, all input fields are invisible and a DATA TABLE shows the already started instance including LINKS to that instance. I would like to have that links opened in the existing window, but i dont find a working way to configure that. Every time a new windows is opened. Anyone a (...)

Dear all is possible to set that the attachments area will be default collapsed when opening the form?

Hi, we recently upgraded our DEV-Environment to latest 2021.1.2.136. Today i was evaluating the new version with our existing processes, and stumbled upon something that didn't occur to me in the past. I have a crucial picker field in an item list, that has target fields from some of the columns in that same item list. It works in our current PROD version (2020.1.3.411). In 2021 it throws: "Sequence contains no matching element" - Error, and the value is not transferred into the target (...)