Search found 152 matches

by LPARO
16 Jan 2023, 17:47
Forum: Suggestions
Topic: Change History - Undo action
Replies: 2
Views: 238

Change History - Undo action

Dear Sergey, I was thinking about the change history function. This tool is great for system auditing, however, I don't know how feasible it would be to implement a “revert change function”. This function would be useful especially in the case of deleting records. That's because sometimes we need to...
by LPARO
12 Jan 2023, 21:09
Forum: Discussion
Topic: [Solved] Public Form Error
Replies: 2
Views: 135

Re: Public Form Error

support wrote: 12 Jan 2023, 08:46 Remove filed type signature form public form. It's not supported in this way.
Thank you!
by LPARO
12 Jan 2023, 02:08
Forum: Discussion
Topic: [Solved] Public Form Error
Replies: 2
Views: 135

[Solved] Public Form Error

Dear Segey

When trying to access a document through the public form, I get the following error message.
Capturar.JPG
Capturar1.JPG
Any idea how to solve that ?
by LPARO
11 Jan 2023, 18:13
Forum: Discussion
Topic: [solved] Filter in tree structure
Replies: 2
Views: 183

Re: Filter in tree structure

Hi there, In tree view the upper level (in this case record 555) control the visualization of the childs (id 556). If the filter applied shows the upper level records, all the childs are visible, no matter the level of depth. “ Filters and access rules apply only to the top-level parent record. Nes...
by LPARO
11 Jan 2023, 00:05
Forum: Discussion
Topic: [solved] Filter in tree structure
Replies: 2
Views: 183

[solved] Filter in tree structure

Filter in tree structure

I have an entity where records are displayed as a tree structure.

When configuring the filters, I cannot apply them to the subtasks.
Capturar.JPG
Is there any way to apply the filter to them?
by LPARO
10 Jan 2023, 23:57
Forum: Discussion
Topic: Sending email that shouldn't happen - Automated action
Replies: 13
Views: 491

Re: Sending email that shouldn't happen - Automated action

Check field Created By. It has option to set off notification too. Also check email settings, probably option "Copy Sender?" is enabled. Try to set off it. Dear Sergey Thanks for the feedback. I disabled the notification option in the "created by" field and apparently it worked....
by LPARO
09 Jan 2023, 18:08
Forum: Discussion
Topic: Sending email that shouldn't happen - Automated action
Replies: 13
Views: 491

Re: Sending email that shouldn't happen - Automated action

support wrote: 07 Jan 2023, 22:20 So which email do you get? Can you provide screenshot?
Dear Sergey.
Better explaining...

When the automated action is executed I receive the system's default email of "new comment" even though this function is disabled.
Sem título.png
by LPARO
07 Jan 2023, 20:20
Forum: Discussion
Topic: Sending email that shouldn't happen - Automated action
Replies: 13
Views: 491

Re: Sending email that shouldn't happen - Automated action

probably you have email rules setup for entity and it's executed when record updated? Hello Sergey. Thanks for the feedback. I checked all the fields, and the default system notifications are disabled. The email submission rules do not have any configuration for sending notification when these chan...
by LPARO
07 Jan 2023, 02:16
Forum: Discussion
Topic: Trigger a second button automatically
Replies: 3
Views: 400

Re: Trigger a second button automatically

I needed the same thing. In my situation I have both prospects and clients in the same entity with a selectable field between the two. If the field is changed to "client" then I run an automated action / php that creates the user record and then writes the username and userID back to the ...
by LPARO
07 Jan 2023, 02:15
Forum: Discussion
Topic: Sending email that shouldn't happen - Automated action
Replies: 13
Views: 491

Sending email that shouldn't happen - Automated action

Dear Sergey! I created an automated action that periodically, via CRON, updates the amounts receivable from customers who are in default. The action works perfectly. The only issue is, each time the server performs the automated action I get an email for each of the entries that have been updated, w...