AgilizTech customization for bpm’online – Using Custom Section Filters to view records

This post is in the first of a series that discusses customization of bpm’online for increased efficiency and productivity. In this post, we explore creation of custom section filters to view records.

As per the operational process, sales persons log orders coming from customers in bpm’online. These orders must be ‘Approved’ by the sales manager, only after which they will be processed further. By default, a ‘Status’ filter does not exist in the system. The custom filter is required to help the managers to quickly filter out the ‘Pending Approval’ orders from their order list.

Default Filters in a section:

After applying custom filters (order section – status field):

Steps to create section filters in bpm’online – Quick filter

Let’s now look at how we can create a custom filter in bpm’online Sales Enterprise edition, v 7.13.0.284. Here are the steps:

  1. In the Orders page, select open Section Wizard and save the wizard to create a new section page in ‘custom’ package for ‘orders’
      • i)Open ‘orders’ section wizard
      • ii)Save wizard once

      • iii) New section will be created in custom package; edit this as mentioned in further steps

  2. In OrderSectionV2 Page (Configuration), place the below code snippet in the method block.
initFixedFiltersConfig: function() {
var fixedFilterConfig = {
entitySchema: this.entitySchema,
filters: [
{
name: “PeriodFilter”,
caption: this.get(“Resources.Strings.PeriodFilterCaption”),
dataValueType: this.Terrasoft.DataValueType.DATE,
startDate: {
columnName: “StartDate”,
defValue: this.Terrasoft.startOfWeek(new Date())
},
dueDate: {
columnName: “StartDate”,
defValue: this.Terrasoft.endOfWeek(new Date())
}
},
{
name: “Owner”,
caption: this.get(“Resources.Strings.OwnerFilterCaption”),
columnName: “Owner”,
defValue: this.Terrasoft.SysValue.CURRENT_USER_CONTACT,
dataValueType: this.Terrasoft.DataValueType.LOOKUP,
},
{
name: “Status”,
columnName: “Status”,
caption: this.get(“Resources.Strings.StatusFilterCaption”),
appendCurrentContactMenuItem: false,
dataValueType: this.Terrasoft.DataValueType.LOOKUP,
defValue : “1”,
addNewFilterCaption: this.get(“Resources.Strings.SelectStatusCaption”),
hint: this.get(“Resources.Strings.SelectStatusCaption”),
buttonImageConfig: this.get(“Resources.Images.StatusFilterImage”),
},
]
};
this.set(“FixedFilterConfig”, fixedFilterConfig);
}
  1. A default filter for Period, Owner & status is added. If you need to list the current user name in the filter (as in ‘owner’ filter), set “appendCurrentContactMenuItem” to true.

Click here to navigate to the main blog post which contains the complete list of bpm’online customization use cases.

4 ways bpm’online can be customized for your business’ unique needs

Bpm’online is a global business software company leading in the space of business process automation and CRM. The company has been highly recognized as a market leader by key industry analysts. Its intelligent platform accelerates sales, marketing, service and operations for thousands of customers and hundreds of partners worldwide.

AgilizTech partners with bpm’online to deploy and implement advanced CRM solutions that helps organizations strengthen customer acquisition, retention, loyalty and advocacy strategies.

We work with clients to customize bpm’online as per their unique organizational needs. In this series of blog posts, we will explore certain scenarios in which customization can be made to improve efficiency and increase productivity.

We will be adding blog posts for each of the use cases mentioned below in the coming weeks. Do stay tuned to learn how bpm’online can be tailored to suit your unique organizational needs.

Use Case 1: Custom Section Filters to view records

Coming Soon…

Use Case 2: Conditionally Hide/Show Fields in app

Use Case 3: Disable Edit of Total Amount Field

Use Case 4: Enable Display of Active Products in System

Woman’s Day 2019 – AgilizTech celebrates #BalanceForBetter

“A woman is a full circle. Within her is the power to create, nurture and transform.”

– Diane Mariechild

AgilizTech recently celebrated Women’s Day on 8th March 2019. The AgilizTech Fun Committee dedicated the day to the women employees, recognizing their contribution and participation in the organization.

 

Saying it with flowers

The day began with a surprise for all the ladies. A beautiful bouquet of flowers and a card awaited them at their workstations. It was a delight to watch the expressions of pleasant surprise on the faces of the female employees. Not only AgilizTech, the Fun Committee extended the gesture to even the other female employees at Kokarya CoWorks and gifted them chocolates and flowers.

 

Celebrating with cakes and talks

In the afternoon, the event began with a cake-cutting ceremony, post which the ladies also expressed their delight over the women’s day celebrations and how comfortable they feel at AgilizTech. After that Ganesh Babu, MD and CEO of AgilizTech and Anand Gangoor, Senior Technical Delivery Manager expressed their thanks towards the women employees and spoke about the important women in their lives. They also remarked upon the importance of women in IT and the need for #BalanceForBetter 

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