qbo3 is a Fintech / Insurtech platform including document, workflows, tasks, rules and workforce management. Use this tag to post questions about configuring qbo3 to meet general use cases.
Questions tagged [qbo3]
31 questions
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1 answer
QBO3 Matrix "All" values
I have a QBO3 Matrix with a single Investor input, and a bunch of outputs:
| Investor | Output1 | Output2 | Output3 |
| -------- | ------- | ------- | ------- |
| 1,2,3 | A | B | C |
| 4,5 | D | E | F |
|…
Eric Patrick
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1 answer
QBO3 database deployment does not create Entity view
When deploying a database theme to create a new QBO3 database, the Entity view was not created.
My theme includes references to the following .sqlproj projects:
Standard
Mortgage
Credit
Debt
And I see that the Standard.sqlproj > Scripts >…
Eric Patrick
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1
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1 answer
Exporting a QBO3 table to Excel
I need to generate an excel spreadsheet populated from a table within a custom form. What is the appropriate method to perform this action? I see that existing panels sometimes contain an option that calls…
user3173932
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1 answer
QBO3: Limit Process Templates when adding a Process
I have a QBO3 installation with multiple ProcessTemplates defined. The standard Deal/Search UI renders a + button with dropdown list of available templates to add. I want to limit the available templates to only those templates which are marked with…
Eric Patrick
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Hiding Recipients in a qbo3 Message/Search panel
When using qbo3's Message/Search panel in a landing page to announce system changes to all users, every user that has acknowledged the message is appearing underneath the message, like this:
How can I disable the rendering of recipients, as this…
Eric Patrick
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0
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1 answer
qbo3 UI: HTML id attribute
I'm writing UI test scripts for a qbo3 user interface. I've noted that many HTML div tags do not contain an id attribute. Can id attributes be added to all div tags to simplify testing?
Eric Patrick
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qbo3 Custom CSS Changes not Detected
I am customizing a qbo3 site with CSS via Configuration > Style Sheets. However, when I make changes, those changes are not immediately reflected in the site's CSS. How do I force these changes to "take effect"?
Eric Patrick
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qbo3 Task Access User-defined Fields
I am generating a qbo3 UI with Excel that includes the following API call:
api/importform/listdeep?TargetObject=Loan&TargetObjectID={LoanID}&Output=Xml
In the result set, the Task XmlData includes some fields I wish to display. However, when I map…
Eric Patrick
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QBO Task user-defined fields in Excel
I am using pulling existing Task data into an Excel spreadsheet to use with a Score. I have an Excel named range executing ?=ImportForm/ListDeep?TargetObject=Loan&TargetObjectID={LoanID}.
My tasks include several user-defined fields, but the data…
Eric Patrick
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0
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1 answer
qbo3 Custom Dashboard Panel interaction
I've created a qbo3 custom dashboard with:
A Loan Search panel at the top, and
A Task Search panel beneath the loan
When a user clicks on a loan in the top panel, she should see the tasks associated with a loan in the bottom panel.
However, the…
Eric Patrick
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0
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1 answer
qbo3 Dependency requires AND and OR
We are trying to set up a complicated dependency for a field, where we need to do a combination of both and and or condition.
How do I implement:
(FieldA and FieldB) or FieldC
Eric Patrick
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0
votes
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qbo3 Task javascript - fetch identifiers
In a qbo3 Task's JavaScript, we have supplied a value for a Form Element:
document.id('FormEdit').getElement('input[name=Process_ProcessTemplateID]').value = '11';
but we need a way to have the '11' replaced by a Quandis query, like this:
SELECT…
Eric Patrick
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0
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1 answer
qbo3 Document Review Workflow
I have a series of documents in a document imaging system that need to be manually reviewed.
I can query the relevant documents from my data warehouse via an API call (Process/DataWarehouseDoucmentQuery), which will return data along these…
Eric Patrick
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0
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1 answer
qbo3 Javascript promises
How do I chain qbo3 API calls as promises in Javascript?
I’m trying to get the JavaScript below to pause after hitting var api until var data has been completed. Then after being completed, the function can continue on as usual. The overall goal…
Eric Patrick
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0
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Launch a QBO3 Task from the main menu
I would like to add a Main Menu option to create a new Insurance Claim Filing, where:
the user should be presented with a custom screen to input required fields
upon saving a workflow should launch
the workflow should create a spreadsheet including…
Eric Patrick
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