search through bpm'online objects

How to Search Through Your bpm'online Objects

Our customers’ businesses are continuously evolving, and we, as the support team, are regularly enhancing customizations to support the evolution.

I recently reviewed some customizations to determine the impact of the changes on the overall data structure. It was necessary to start with a list of the bpm’online tables and fields relevant to the desired changes. However, extracting this information can be quite difficult, mainly because fields can be spread over multiple areas of functionality. I needed to get at a list of database objects(tables) that were related in some way to "Accounts" and involved custom "investment" related objects in bpm'online. The criteria for this list was:

  • The object name could be "Account"
  • The object name contained "Account" but had a prefix of "TAI" OR contained the word "Investment"
  • It should not contain the words "Tag", "Folder", "File" as these are auto created system objects that would not be impacted.

Here is what the filtering for that looked like in bpm’online:

sales velocity

Fortunately, we have an app that connects to bpm'online and could get me exactly what I needed without having to manually extract and comb through all the system data.

Once we defined what was needed and hit the “Apply” button, the system returned exactly what was necessary to tackle our customizations.

sales velocity

To document the information, I simply clicked on the "Export" button to create a csv file that I could instantly send out to my team.

 

Allen D'Souza's picture
Allen D'Souza
Senior CRM Consultant

Allen is a senior CRM consultant at Technology Advisors Inc. He spends most of his time designing solutions using InforCRM, StarfishETL, and SQLServer. He also specializes in data migrations from-and-to Microsoft Dynamics CRM and Salesforce.com. Allen has been involved in large implementations for prominent players in the real estate, telecom, manufacturing, and publishing industries. Prior to working at Technology Advisors, Allen worked as a Microsoft application developer in the Accounting space. Outside of work, he likes to meditate, play his guitar, and eat chocolate.

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Last week, we participated in bpm’online’s Miami ACCELERATE event. The two-day extravaganza featured multiple tracks of educational content to help business leaders get new ideas for accelerating their business and understanding the coming software trends. Here are a few of the tips and takeaways I found most interesting:

The Future of Sales: Humans vs. AI

In a panel discussion on the future of sales, participants were asked about the role of AI in the sales process and how they believed it could reshape -- or even completely transform -- selling.

October 30, 2018

To learn more and register for the bpm’online Global Tour Chicago, click HERE!
UPDATE: Please be advised, TAI training has been cancelled.