I would like to implement a way to send an email notification (containing content of a log note) to all followers of a record for every log note of that record. I would also like to implement a way for email-replies to said email notifications to appear as log notes of that particular record.
What would I need to do to achieve this (at the back-end) or does Odoo already have a quick solution for this? I thought of creating a template, and overriding the _message_subscribe function to send its content as an email. Although I'm not sure how to go about linking email-replies back to the portal as log notes.
One of many solutions to this requirement is to set the mail subtype "Note" as default activated.
Those subtypes can be configured on record follower base. So every User can have it's own subtype configurations.
But to just set a default, this should easily work. I'm not a fan of the requirement at all, but atleast i'm a fan of the solution :-P
Just go to Subtypes menu (Settings -> Technical -> Email -> Subtypes) search for "Note" and activate field "default"
Related
Accordint to this blog one can hide the business process flows. I'm trying to follow it but there's no flows defined for my opportunity (according to the list).
I'd like to "delete" the flow for Opportunity entity (or at least affect it somehow to display different steps/different number of steps). The reason is that we'll be migrating from an older version and they've got a picklist with percentages of the deal being done. Not sure how to map it onto the Opportunity in 2013 and even if, I'm not sure the client'd like it.
Is it at all possible to remove business process flow from Opportunity in CRM 2013?
When I do follow the guide and fool around with all flows, I get to remove the one for Opportunity but then I'm shown the error message as in the image below. So I'm assuming that it's not the correct approach. Or did the blogger referred to in the first paragraph cheat and took his screenshot after closing the warning? :)
The blogger in the blog is using the earlier version of Dynamics CRM than yours. Newer versions of Dynamics CRM will show the above warning.
Beside one way in the blog, there are a couple of way to show/hide Business Process Flow:
use Javascript to set the display attribute of process bar element:
function hideBusinessProcessFlow()
{
document.getElementById('header_process_d').style.display = "none";
}
function showBusinessProcessFlow()
{
document.getElementById('header_process_d').style.display = "block";
}
Reference: https://community.dynamics.com/crm/b/misscrm360exploration/archive/2014/07/24/show-and-hide-business-process-flow-in-crm-2011-2013.aspx
Please note that this is unsupported customization.
Update processid and stageid fields of the record. Use update these fields with Javascript or writing a plugin/workflow to do this.
Have a look at this solution: http://code.msdn.microsoft.com/Change-Dynamics-CRM-2013-a6beb85e
In your case, you just need to update processid and stageid fields to null, then the annoying warning will disappear.
Good luck!
Are you looking at the complete list of Processes under Customisations? If you're looking at an unmanaged solution it won't appear unless it's been added to that solution. It's in there OOB and called Opportunity Sales Process, I just deactivated it on a clean org. No need to delete it, just deactivate it or edit as required.
There are two things that can be done for any business process flow in MS CRM:
Deactivate BPF
Delete BPF
In order to remove Business Process Flow (BPF) from existing records, it is not enough to just deactivate BPF. Even when we deactivate BPF, records that are associated with it will still show BPF with warning message that it is deactivated.
It is true, if you delete BPF from Processes in MS Dynamics CRM, they will be removed (not showed) from the records that were associated with that BPF. However, what if you do not want to delete default BPFs, like those related to sales process on system entities (Leads, Opportunities and Accounts)? What if you want to hide these default system BPF from default system entity (i.e. Opportunity)?
In this case you need to write plugin/workflow activity to remove association of the entity record from BPF.
See my GitHub example how to do this
This MS CRM community post is also useful:
Remove business Process Flow from Account
How can I set up a saved search on which I can make a user receive notifications for any type of status change on items in any project, or if that's not possible, in any project in which he's simply a member (doesn't need to have reported the item, or have had it assigned to him)?
The 'for:' and 'by:' filters don't seem to give me the capability to set up something like this. Is this possible, to have a sort of 'Super-Watcher' that gets email updates on everything?
I'm self-hosting the free version of YouTrack (4.2.4, build #6055 [24-Jun-2013 20:37]).
Create a saved search with a query like
State:Open or State:-Open
This query will match any issue in any project that's visible to the user.
I am in need of showing "All Mails" that have been transacted in OpenERP 7 with no restrictions.
There seems to be some restrictions done when records are fetched from Database(postgresql).
Is there a way to show all the records available in postgresql directly?
Their are several ways, you can use any of below:
You can create Separate menu without any domain on mail.message object which will show you all the messages.
Also you can create the postgres view report for more statistical information on mail.message object this will be tricky and long but informative in future.
Or Even you can remove the Domain from the existing Email menu action to show all the record without any restriction.
Thank You
I am new to Clickbank.
I want to try out the API for the same.
But I am stuck in between.
Can anyone guide me through the steps to successfully create a product.
I am getting some errors
You must make a test purchase before submiting this request.
A footer disclaimer is required for all Pitch and Thank You pages.
Also wanted to know, like how can I setup the sandbox account?
Please help me out.
Thanks in advance.
This question was asked a very long time ago but I just happened across it and know the answers.
First, however I think anyone starting on ClickBank, technical or otherwise, will benefit from the following: https://www.clickbank.com/launch-checklist/
Now, to answer the question(s):
Test Purchase:
• Can't do this without creating a product first
• To create a product you do the following:
Login to the account
Click: Vendor Settings -> My Products
On this page locate the list of ADD NEW buttons & Click Product
The product editor pretty well walks you through the process
AND now for the test purchase.
That process is described here: https://support.clickbank.com/hc/en-us/articles/360036958431-How-do-I-test-a-payment-link-
Footer/disclaimer:
This is what is known as the ClickBank Trust Badge currently, (not sure about 9years ago).
It's a little element that you copy and paste into your webpage, after configuring what you want it to look like & where you want it to be, from the available options.
To find and set it up:
Login to the account
Click Vendor Settings -> My Site
Scroll down to the section with the title "ClickBank Trust Badge - Injection Code"
If you like the default setup you can copy what's in the Javascript Snippet field
If you want to change where it's located and colors click the Configure Settings button (not going to describe everything here as it's pretty straight forward as well)
ClickBank APIs
Last, you mentioned wanting to use the ClickBank API, which I happen to know very well. However, the documentation for it is also actually pretty good so let me start off with that:
General ClickBank API documentation
Additionally each APIs primary endpoint is self documenting. Additionally this documentation tends to be the most relevant for a programmer
Example of self documenting endpoint: https://api.clickbank.com/rest/1.3/orders2
So, it's worth noting the following that are required to use the API:
You must have an HTTP header of "Authorization" and it must be set to both of the API keys for an account.
Both keys refers to the API- "Clerk Key" as well as the DEV- "Developer Key"
Enter them both, separated by a colon ":" as the value of the Authorization key with the DEV- key first (DEV-A23478C...:API-IA23456...)
You must also use the correct HTTP request type for the query you are wanting to make (the only two that are utilized are GET and POST)
Examples:(NOTE: ACCOUNT_NAME_HERE is the ClickBank "nickname" or account name)
Single transaction: https://api.clickbank.com/rest/1.3/orders2/RECEIPT_NUMBER_HERE
List transactions by date range and specific account: https://api.clickbank.com/rest/1.3/orders2/list?vendor=ACCOUNTNAME_HERE&startDate=2021-12-11&endDate=2021-12-14
Count of transactions by date range: https://api.clickbank.com/rest/1.3/orders2/count/?vendor=ACCOUNT_NAME_HERE&startDate=2022-01-01&endDate=2022-01-01
Monetary value of transactions by date range: https://api.clickbank.com/rest/1.3/quickstats/count/?account=ACCOUNT_NAME_HERE&startDate=2022-02-01&endDate=2022-02-10
Sending shipping data for physical products (POST): https://api.clickbank.com/rest/1.3/shipping2/shipnotice/4NVXUFNW?item=2&date=2018-08-14&carrier=UPS&tracking=1NH323452345WODFS&comments=Test%20again%20comment%20with%20spaces10%20receipt=4NVXUFNW
I am working on a foursquare application where I am depending on user-generated data.
Say for instance that I want to categorize places with rare tap beers on the menu, then I would like users to write in their "What are you up to"-comment something like #RareBeer Pabst Blue Ribbon, and be able to catch that comment.
I understand that my OAuthed user has to befriend users to be able to see this, but how do I proceed from there?
The best way for you to go about this would be to use the Real-Time APIs we detail here: https://developer.foursquare.com/overview/realtime.
Once you set up a Push API consumer, you will be able to get checkins from your OAuthed users sent directly to your server as they occur. Each push will include the shout, if there was one, allowing you to parse the comments your users are leaving as they come in. This is the method that apps like Hashtag Mom ( http://hashtagmom.com/ ) use to be able to gather and act upon user shouts ASAP.