I'm having trouble understanding how this method in the NSDocumentAgent class works. I have a customer who, before all visits with their customers, need to get a word-document generated with all visits they made in the last year. I have tried fixing this with a document template. But, I can't get the tags to fill into the document. in the document, I have used mergefields to create the tags, which are identical to my code, but it's not working currently, nothing is filled in. This is what my code looks like.  #setLanguageLevel 4; //Agenter NSDocumentAgent documentAgent; NSAssociateAgent aAgent; NSContactAgent cAgent; // Hämta data från eventet EventData ed = getEventData(); //log("ed: " + parseJSON(ed.getInputValues().toJson()).toJSON(2)); String contact_id = ed.getInputValue("ContactEntity.ContactId"); //Skapar dokumentet, ger det rätt Template NSDocumentEntity documentEntity = documentAgent.CreateDefaultDocumentEntity(); NSDocumentTemplate documentTemplate; documentTemplate.SetDocumentTemplateId(179);  documentEntity.SetDocumentTemplate(documentTemplate); Date now; NSAssociate ass = aAgent.GetAssociate(3); NSContact contact = cAgent.GetContact(contact_id.toInteger()); // Definiera dokumentet documentEntity.SetName(now.toString() + " - Besöksprotokoll.docx"); documentEntity.SetAssociate(ass); documentEntity.SetContact(contact); documentEntity.SetHeader(now.toString() + " - Besöksprotokoll"); documentEntity.SetDate(getCurrentDateTime()); documentEntity = documentAgent.SaveDocumentEntity(documentEntity); //Hämtar all information SearchEngine se; se.addFields("appointment","activeDate,task_idx.name,agenda_text_id.text,type,text_id.text,associate_id.person_id.firstname,associate_id.person_id.lastname"); se.addCriteria("appointment.contact_id","Equals",contact_id); se.addCriteria("appointment.task_idx","Equals","7"); se.addOrder("appointment.activeDate",true); se.setLimit(1); //print(se.executeHTMLTable()); //String result = ""; String[] customTags; String[] customValue; for(se.execute();!se.eof();se.next()) { String date = se.getField("appointment.activeDate");     customTags.pushBack("VisitDate");     customValue.pushBack(date);     String task = se.getField("appointment.task_idx.name");     customTags.pushBack("VisitType");     customValue.pushBack(task);     String text = se.getField("appointment.text_id.text");     customTags.pushBack("VisitText");     customValue.pushBack(text);     String person = se.getField("appointment.associate_id.person_id.firstname") + " " + se.getField("appointment.associate_id.person_id.lastname");     customTags.pushBack("VisitPerson");     customValue.pushBack(person);     ///// } NSDocumentEntity doc = documentAgent.CreateNewPhysicalDocumentFromTemplateWithCustomTags(contact_id.toInteger(),0,0,documentEntity.GetDocumentId(),0,0,0,customTags,customValue,"sv-SE"); Anyone know what I have done wrong? And a separate question, haha, in the end I want to include many rows of this, similarly to how the quote module works. Is this possible? As you can see now, I'm only trying to get one row working as a first step.  Thank you in advance!!

Hello SuperUsers, I have a problem with the webhook we have established in our Test environment. It has stopped firing in certain scenarios, though I don't see a pattern yet. When I perfom PATCH operations (from 'outside' the application) updating the Contact entity, the entity is updated as expected, but the webhook is not triggered. If I manually edit the same contact_id from with the application, the webhook is triggered. I have performed the same actions (PATCH operation etc.) in our Dev environment and here the webhook triggers as expected. I have checked the state of the webhook in both environments and in both cases it is 'Active'. I have tried creating a new webhook in our Test environment, but it still exhibits the same faulty behavior.   Does anyone have any suggestions as to what further settings etc. I can check or how to get my webhook functioning normally again?   Best Regards, Henrik

As SO will change their URL from Online2,Online3 etc to App.superoffice.com, I am tring to change the hardcoded URLs that we have in CRMScripts, both as linkes in emails and as redirects. When using a trigger I can use, for example, GetProgramCustomer to get the URL for the current instanse. I was told that this would work after the URL change as well.  But, the issue is when I use webhooks. When trying to access the URL that way, I dont get the first part i.e. online2, online3 etc, i only get the context. Is there any way to get around this issue without hardcoding the URL, so the URL will change later on as well?

Hi, I want to be able to refresh SuperOffice Online webpanels using javascript in an app hosted in azure (embedded in a SO WebPanel). I can call SuperOffice.ClientCrossMessaging.refresh() for onPrem installations but it doesn't appear to work for Online. If this a cross-domain issue? What is the best solution for achieving this for online? Cheers Rich      

Hi,   We have in CS three separate Categories A, B, C for our both separated Support Teams A and B. Category B has 'Only Member has Access', and only Teams B User are the Member in this category; Category A has not this Limit. In the User role, the Teams A User can read/edit all requests, the Teams B User can only read/edit Requests in own Categories. If Teams B need 2-Level Supports from Teams A, he can change Ticket to Category C, it's the Under-Category of B and all User of Teams A and B are the Member of this Category. With this Configuration it works fine, both Teams get separated Visibilities and access to their Tickets in separated Categories and get common Access to the Tickets in Category C for 2nd-Level Support in our one Ticketsystem. Now the Isses is, if Teams A User find that Ticket is not for his Teams and changed to Category B which he has not Visibility, it raised up an Error Message: and it created a new empty Ticket, only filled Field are Ticket ID and created Time at current Time. I asked our SO Local Suppprt Teams to check that Error Message and see more information: An exception occurred in script: "Service: Saving a request: Message for closing Tickets" at: line 97, char 7 Original exception: DbODBC::FatalException at , line 97, char 7 An exception occurred in script: "Screen: Edit ticket 80 copy, Button: ok" at: line 138, char 16 Original exception: EjScript::RunTimeException i have checked both Scripts. By crm-scripts for Trigger 'Saving a request', the error message was caused by t.save(). I know in this Trigger we don't need this code to save a Ticket, but without this, the set Value of user-defined Fields (UDF) will not be saved to the current Tickets. By Scripts to OK-Button for Screen of Edit-Ticket, the Error Message was caused by red-arrow indicated code. I know all UDFs will be saved in default code: t.setValue(se.getField(0), extraField.toString()); But for some UDFs related to Tables i have set separated in the Screen, because I set special Simple Value to get limited Results of Output of the UDF related Tables. That means, i need both codes in Scripts which caused the Error message. Now the question is, how could i optmize the Scripts to avoid this Issues with Error Message and new created empty tickets by User changed Ticket to Category with limited Access which he dos not have? The correct Output instead of that Error Message after this Changing should be for that User sth. like: You have no rights to access this Ticket. Many thanks! 

We're building an integration between a third-party document signing service and SuperOffice using n8n. When a document is signed, a webhook triggers our flow which: Updates the Sale status to Sold Creates a Document entity (POST /api/v1/Document) Downloads the signed PDF Uploads PDF content (POST /api/v1/Agents/Document/SetDocumentStreamFromId) Everything works - the document is created, PDF is uploaded, I can open it. But other users cannot open the PDF, even though: VisibleFor is set to "All" Associate is set to the Sale owner Both users have full admin permissions (User level 0, all data rights set to Delete) We use the default SuperOffice document library (not SharePoint) API calls are authenticated with my OAuth credentials (Authorization Code flow). The document shows CreatedBy = me, even though Associate = other user. We verified the PDF is actually stored - GET /api/v1/Document/{id}/content returns the full PDF data. Is this a known limitation? Do we need a system user or separate integration account for document uploads to be accessible by everyone?

I have a trigger on "Outbound email or SMS created" that overrides the message template to force the user to log into our self service solution to read the content. This trigger works fine, except for one thing. If the support personell chooses to close the request while adding a message, the request is only sometimes being closed. It looks like it is closed at first sight, but if refreshing the browser I see that the request is still open. I have added logging in the Trigger script and can see that the ticket has the wrong state when fetching from the script, so I guess the problems are some kind of race problem. In the change log of the request it also looks like the request is closed, even if it is open. Any suggestion as to how to solve this? should i add a sleep() to the trigger? EventData ed = getEventData(); if (ed.getInputValue("outbox.eventName") == "addMessage") { Integer ticketId = Integer(ed.getInputValue("outbox.ticketId")); NSTicketAgent ticketAgent; NSTicketEntity ticket = ticketAgent.GetTicketEntity(ticketId); NSTicketCategoryEntity c = ticket.GetCategory(); NSTicketStatusEntity status = ticket.GetStatus(); log(status.GetName()); //wrong status