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Ivica

Member Since 06 Oct 2011
Offline Last Active Nov 16 2016 10:16 AM
*****

#18132 Can't modify the maximum field length

Posted by Ivica on 02 June 2015 - 08:34 AM

you need to modify rules only in Account/Person.php file, after that open page with clearCache=1 in url, and finally update schema(./zurmoc updateSchema super)

Don't modify any fields directly in database!!!

 

Maybe you will need to delete global metadata for Account/Person, but in that case you might lost some fields that you added via designer for these models.




#18129 Installation fails

Posted by Ivica on 02 June 2015 - 08:24 AM

Check if you set all MySQl configs as stated in CRM wiki page, and ensure that your mysql user have all privileges(or use root mysql user if you are installing this on developer machine).




#18128 Error while installing xampp (dependency for Zurmo installation) on Windows

Posted by Ivica on 02 June 2015 - 08:23 AM

I do not have experience with XAMP, but I know that some people was able to install CRM on windows machines with Apache and MySql. Maybe set XAMP to run Apache on port 80?




#16245 Integrate Google apps in zurmo

Posted by Ivica on 24 March 2015 - 08:58 AM

1. This is part of our professional version, it is not available in open source version

2. Yes, you can develop this plugin by yourself, I suggest you to go over Google Apps documentation for Google Calendar, and integrate it with CRM(advice: you can use ReadPermissionSubscriptionUtil for getting created/deleted/updated contacts in CRM).




#16180 upgrade from 2.8.3 to 3.0.0

Posted by Ivica on 16 March 2015 - 12:12 PM

Upgrade script from 2.8.6 to 3.0.x will be published probably this week, so do not try to upgrade to 3.0.0 until we publish upgrade script.




#16175 Zurmo suddenly stopped working with a PHP Fatal error

Posted by Ivica on 16 March 2015 - 12:04 PM

can you check logs: app/protected/runtime/application.log for more details.

Error shouldn't be in rb.php file itself, it is just side effect of error somewhere else.




#16064 upgrade from 2.8.3 to 3.0.0

Posted by Ivica on 06 March 2015 - 08:13 AM

We finished upgrade script from 2.8.6 to 3.0.0 and it is in testing phase, it will be available to download early next week.




#15424 Custom Customer Numbers

Posted by Ivica on 22 December 2014 - 08:40 AM

You can add custom field in designer for customer(contact/account) numbers and it will work fine except in global searches(but advanced search should work fine). 




#15380 Web Forms Don't Work In Safari Zurmo

Posted by Ivica on 12 December 2014 - 08:07 AM

Thank you for letting people know how they can fix this issue by upgrading their Safari browser.




#15378 Adding a user to a group via API

Posted by Ivica on 12 December 2014 - 08:00 AM

It is not possible to do any actions on Group via API, except listing them and view details of one group.

You can add your own function for this case in ZurmoApiGroupController.




#15377 Merge Tags in Workflows

Posted by Ivica on 12 December 2014 - 07:56 AM

[[AMOUNT__VALUE]] should be correct tag, but it doesn't work too. I made PT story for this issue so you can follow:

https://www.pivotalt...y/show/84395260




#15280 API Session Duration/Logout

Posted by Ivica on 25 November 2014 - 03:50 PM

Duration of session depends on session timeout on your web server.

We recommend you that you authenticate user before every API request, to be safe that sesssionId is not expired.

 

There is logout api call, we just forget to document it. Use next APi  endpoint: "zurmo/api/logout" with "GET" request.




#15119 Webform Duplication to simplify landing page tracking

Posted by Ivica on 28 October 2014 - 11:26 AM

Can you please explain with more details/examples?

 

 

You can use same web Zurmo web form for multiple pages on your website, only problem is redirect url, right?




#15078 Assign a contact to an opportunity (API)

Posted by Ivica on 22 October 2014 - 02:23 PM

Yes It is possible via API, please check ApRestContactTest::testCreateWithRelations() and testUpdateWithRelations. This example show how to create contact with relation to opportunity and what you need to do opposite from this example.

public function testCreateWithRelations()
        {
            $super = User::getByUsername('super');
            Yii::app()->user->userModel = $super;

            $authenticationData = $this->login();
            $headers = array(
                'Accept: application/json',
                'ZURMO_SESSION_ID: ' . $authenticationData['sessionId'],
                'ZURMO_TOKEN: ' . $authenticationData['token'],
                'ZURMO_API_REQUEST_TYPE: REST',
            );

            $opportunity = OpportunityTestHelper::createOpportunityByNameForOwner('My Opportunity', $super);

            $data['firstName']           = "Freddy";
            $data['lastName']            = "Smith";
            $data['state']['id']         = ContactsUtil::getStartingState()->id;

            $data['modelRelations'] = array(
                'opportunities' => array(
                    array(
                        'action' => 'add',
                        'modelId' => $opportunity->id,
                        'modelClassName' => 'Opportunity'
                    ),
                ),
            );
            $response = $this->createApiCallWithRelativeUrl('create/', 'POST', $headers, array('data' => $data));

            $response = json_decode($response, true);
            $this->assertEquals(ApiResponse::STATUS_SUCCESS, $response['status']);
            $this->assertEquals($data['firstName'], $response['data']['firstName']);
            $this->assertEquals($data['lastName'], $response['data']['lastName']);

            RedBeanModel::forgetAll();
            $contact = Contact::getById($response['data']['id']);
            $this->assertEquals(1, count($contact->opportunities));
            $this->assertEquals($opportunity->id, $contact->opportunities[0]->id);

            $opportunity = Opportunity::getById($opportunity->id);
            $this->assertEquals(1, count($opportunity->contacts));
            $this->assertEquals($contact->id, $opportunity->contacts[0]->id);
        }

        /**
        * @depends testCreateWithRelations
        */
        public function testUpdateWithRelations()
        {
            $super = User::getByUsername('super');
            Yii::app()->user->userModel = $super;

            $authenticationData = $this->login();
            $headers = array(
                'Accept: application/json',
                'ZURMO_SESSION_ID: ' . $authenticationData['sessionId'],
                'ZURMO_TOKEN: ' . $authenticationData['token'],
                'ZURMO_API_REQUEST_TYPE: REST',
            );

            $contact  = ContactTestHelper::createContactByNameForOwner('Simon', $super);
            $opportunity = OpportunityTestHelper::createOpportunityByNameForOwner('My Opportunity', $super);
            $compareData  = $this->getModelToApiDataUtilData($contact);
            $contact->forget();

            $data['modelRelations'] = array(
                'opportunities' => array(
                    array(
                        'action' => 'add',
                        'modelId' => $opportunity->id,
                        'modelClassName' => 'Opportunity'
                    ),
                ),
            );
            $data['firstName'] = 'Fred';

            $response = $this->createApiCallWithRelativeUrl('update/' . $compareData['id'], 'PUT', $headers, array('data' => $data));
            $response = json_decode($response, true);
            unset($response['data']['modifiedDateTime']);
            unset($compareData['modifiedDateTime']);
            $compareData['firstName'] = 'Fred';
            $this->assertEquals(ApiResponse::STATUS_SUCCESS, $response['status']);
            $this->assertEquals($compareData, $response['data']);

            RedBeanModel::forgetAll();
            $contact = Contact::getById($compareData['id']);
            $this->assertEquals(1, count($contact->opportunities));
            $this->assertEquals($opportunity->id, $contact->opportunities[0]->id);

            $opportunity = Opportunity::getById($opportunity->id);
            $this->assertEquals(1, count($opportunity->contacts));
            $this->assertEquals($contact->id, $opportunity->contacts[0]->id);

            // Now test remove relations
            $data['modelRelations'] = array(
                'opportunities' => array(
                    array(
                        'action' => 'remove',
                        'modelId' => $opportunity->id,
                        'modelClassName' => 'Opportunity'
                    ),
                ),
            );

            $response = $this->createApiCallWithRelativeUrl('update/' . $compareData['id'], 'PUT', $headers, array('data' => $data));
            $response = json_decode($response, true);
            $this->assertEquals(ApiResponse::STATUS_SUCCESS, $response['status']);
            RedBeanModel::forgetAll();
            $contact = Contact::getById($compareData['id']);
            $this->assertEquals(0, count($contact->opportunities));
            $opportunity = Opportunity::getById($opportunity->id);
            $this->assertEquals(0, count($opportunity->contacts));
        }



#15077 Export Just The Data

Posted by Ivica on 22 October 2014 - 02:16 PM

You can export accounts users and import them manually, and during import you can set owner.

 

Another way is to install new zurmo instance and then to use api - make script that will read Account/User from old system and import it into new system.