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