I'm testing out the OpenERP 6.1 web client, and I sometimes have a sales order or other kind of document that gets stuck for some reason. I want to be able to look at the workflow diagram for this document to see exactly where it is stuck.
One example that happened to me was a sales order that had shipped and the invoice was paid, but the sales order still wasn't done. After some digging, I found that one of the procurements was still running.
I can still print the workflow from the GTK client, but isn't there some way to print it from the web client?
I found a couple of ways to get at the screen that lets me edit the workflow, but that's not what I'm looking for. I want to print the diagram that shows the current state of the workflow instance for the open document.
Yes I agree with the Ruchir comment that in web-client you can not print workflow, but I would like to remind that from some of the views we have Process View Implemented which are interactive and Useful to show your business process.
To see how you can use it follow the following link Managing your Sales Quotations This will guide at the end how you can use the Process view.
Like When you Draft your Quotation your Some process Ndoe will be in Red End Color other will be Gray then if you move forward the state will keep on changing, and advantage over here is they are interactive you can jump to specific node related view so you can drive you Sale process very fast and interactively.
Hope this will help.
from webclient it is not possible to print workflow . so for that you have to use GTK client.
Related
I want to add new field in prestashop product backoffice . This tab is same description tab.Please find attached screenshot what I need .
Thanks
Prestashop overrides their core (all their code files) every time you use the one-click-update in order to prevent developers to mess with their core.
Any modification on this page will be overridden on your next update unless you are willing to update the files manually with FTP and the database via PHPMyAdmin (or with MySQL workbench via remote connection) without overriding anything related to this interface.
I strongly advise you against this as you'll most certainly face incompatibility between your version and Prestashop core pretty quickly.
If you think your request is good for the whole community, you might try to pull a suggestion here: http://forge.prestashop.com/secure/Dashboard.jspa
Do not put to much hope on this as Prestashop team is quite busy.
If it's something specific to your shop, you'll need to hire a freelancer to as suggested by Raghubendra Singh in his comment. I'll add to his comment that it will need to be in a custom module. You might try to pull a proposal on this website: https://www.upwork.com/
If you do so, make sure that the developer you hire have a good experience both with PHP/MySQL and Prestashop itself (as it is a complex system). Even if you hire a developer from Filipino or India, you'll probably need to invest at least a thousand US dollars in order to have something sharp.
Also, please note that you'll need to hire the developer once more at least for every major update (by example 1.7.X => 1.8.X) to fix the incompatibility with Prestashop core.
the simplest way is to use an addon. For instance, this one.
It allows adding an unlimited number of tabs, some of them have a predefined structure (contact form or attachments). Others are changeable. So it's possible to add any content you need: additional pictures, video, text, etc.
I'm using the free HubSpot CRM for now. I wrote some scraping code and through the API added over 17k companies and 4k contacts.
There were some errors due to an incomplete understanding of some of the API calls and now I'd like to wipe everything out and start over.
I realize I could run the "Get Recently Created Companies" and for each of the 20 it returns run the delete company API call, then loop it until no companies exist, however this seems like something I shouldn't have to write code to accomplish.
I checked the Academy but the examples showed an interface that didn't match what I see, so it's either outdated or meant for a different version of HubSpot than I have. Didn't find much on Google either.
Anyone else know of an easy solution for this?
HubSpot developer here. I just checked with the folks who run the Contacts and Companies APIs – the best option you have right now is to contact support.
I know that's not the answer you're looking for. We're working on improving things, but it's not there yet.
Ran into this issue myself, needing to delete 8k test the marketing team had generated when we were still playing around with features. Had to reach out to customer support a few times to get the answer as it's not at all intuitive.
On this help page they say that you can mass delete contacts by adding them to a list, using Select All, and then Delete. This doesn't work in cases such as mine though as the pagination only allows you to see up to 100 contacts at a time.
The secret step for now is that you have to go down to the bottom right corner and click on "View the old list manager" (black square button with two arrows that's just to the side of the Help button). In this view Select All really does select every contact in the list so that you can perform a batch delete (or other action) on them all at once.
Summary
Create new list with rules to add the Contacts you want to delete
Switch to the old list manager view (button on bottom right)
Select All
Delete
Tell the confirmation box that yes, you really know what you're doing
Hopefully HubSpot will update their help docs soon and re-add the ability to really select all list items in the new view before they completely remove the option to switch back the old view.
I started modifying/developing Rally apps about a week ago using the existing Rally apps provided on the Github repository so far. However, for one of my final tasks I've been asked to recreate a tailored Defect Trend Report App and unfortunately, the source code is not available for the App. I tried to start from scratch but I've ran into numerous errors and am a bit overwhelmed.
I was wondering if anyone had the src code for the app or knew of a way to extract the src code from the existing app. Of course if there is custom code that an individual has worked on that could also help me progress in this process and wouldn't mind sharing it, that'd also help a ton.
I saw that there were a few snippets that could be used from the Hackathon repo, but they're not quite on the mark of what I want to do with the app. I'm just trying to have the existing app filtered by delivery versions (currently filtered by iteration/release).
All help is greatly appreciated.
Thanks fellas!
There is an example of a 'bare metal' chart app in the App SDK 2.0 docs. It should give you the basics on how to do a chart.To get to it, go to the help pages (click on avatar in top right corner) and search for "Rally App SDK"
After that, you need to work out how to select defects from the various releases and do a count of each. There are two ways to do this:
Get all defects in the project you are in (don't forget whether you need to scope down to child projects too) and then do something like _.uniq() on the release field to find the list of releases (or do another request to get all the releases into a different store and use that for names and a count).
Get the releases and then for each release request the related defects.
If you do ask for child projects, you will need to handle all the scenarios of different releases for different projects - can get complicated!
#1 is effectively one big fetch, #2 may be many smaller ones.
You may want to decide whether to count all defects, sum the estimates, ignore those not finished, etc., etc.
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
I am looking for a way or a plugin so that trac sends me email about the number of new or closed tickets (and some information about these tickets also ) for a specific duration lets say for the last three days.
Basically I need to know how many tickets have been created in last week and how many of them have been closed at the end of week.
Of course the email only should be sent to the admin and not to all the users.
For additional Trac funcionality we have Trac plugins, yes. And the first place to look for them is trac-hacks.org .
The excellent TagsPlugin in use overthere already delivers some hints on resources tagged with notification or notifications. The most comprehensive and mature solution is certainly TracAnnouncer with a just reworked configuration interface providing a highly sophisticated opt-in and opt-out subscription system. Unfortunately digest notification are not integrated today.
Still there are other plugins, that fill in the gap, i.e. check the XMailPlugin. It claims to do configurable instant, daily and weekly notifications, so this may be for you. Since this is a relativly new plugin, you should expect some pending issues, but the author might be very open to your suggestion. If you're becoming a heavy user giving valuable test feedback and a bit lucky too, asking kindly could be enought to make things happen.
There's a slightly different way to solve this problem that doesn't require any plugins. First, create a custom "timeline" view that displays the information that you want. In your example, this would be all "opened and closed tickets" starting from "today" and going back three days. When viewing this custom view, you should see a link at the bottom of the page that says "RSS Feed" (on my system, the resulting URL looks something like this: http://myserver/timeline?ticket=on&max=50&authors=&daysback=3&format=rss). Click on this link to subscribe to the feed using your web browser, email client, or other program capable of reading feeds. Now, you can view the results live at any time. What you can do at this point is only limited by the capabilities of your feed reader app, but most can at least be configured to notify you when the feed is updated.