KM Update 11: Table Audits & Custom Fields

Please take note of the following new and updated help documents now available in the Bluebox Knowledge Base.

July 2012

Let's imagine you have effectively set-up permissions in BB2.0 so that all users only have access to the areas of the system most appropriate to their individual roles and responsibilities. There may well still be an urgent need to track the changes each of those users make to system tables in order to gain an added level of accountability that goes beyond these permission based user groups and accounts. The help articles included in this  month's KM release outline how any table within your BB2.0 system can be enabled for audit tracking, and how to discover exactly which user made which changes to those modules at any given date and time. This allows the ability to trace how any table came to change over time and which users contributed to each of those changes along the way.

Another highlight of this month's release includes an article on how to easily create and make use of custom fields for any of the BB2.0 tables. This allows an enormous amount of flexibility to accommodate those cases where unique information peculiar to your organisation is required to be captured for any module (e.g. 'Favourite Colour' for 'bb_users' form).

Finally, we cover the broken charts issue users have encountered upon updating to PHP3.5, and how to setup your SMS gateway in BB2.0

Latest Articles

• How to Setup your SMS Gateway in Bluebox 
• How to Create & Use Extra, Custom Fields in BB2.0 
• How to Fix Broken Charts after Updating to PHP3.5 
• How to Enable Audit Trail for any BB2.0 Module 
• Module History: Tracking Changes to BB2.0 Modules 

KM Update 10: Homeboxes & Viewlists

Please take note of the following new and updated help documents now available in the Bluebox Knowledge Base.

April 2012

This month's articles focus on an incredibly useful section of the system, namely 'Home boxes' and how to build a home dashboard for users that allows them to access the most relevant and important aspects of their system off one neatly organized home page, sorted into different sections or home boxes. 

Homeboxes can include static links to particular system sections (e.g. a link to create a new invoice or sales order), or dynamically list system related data with the use of custom viewlists (e.g. list all content items within a specific content category, or list all sales orders within a specific period). It is important to appreciate that no matter what modules or sections a user deals with in the BB2 system, a home box (or home boxes) can be created to capture all information and links pertinent to that user's area of work.

Articles have also been added to help provide an overview to viewlists and their basic components. Examples show how custom viewlists can be created and incorporated into homeboxes to achieve a home dashboard that offers users links and information to sections they work with.

Latest Articles

Publishing Module: Homeboxes

• Introduction to Homeboxes
• How to Create a New Homebox
• My Home boxes
• Tags & Viewlists

Programming: Custom Viewlists

• How to Create and Use Custom Viewlists
• Custom Viewlists: Overview of HTML Template files

Knowledge Management Update 9

Please take note of the following new and updated help documents now available in the Bluebox Knowledge Base.

February 2012

The focus of this week's update is primarily on our Surveys module, as well as our eLearning module. New articles have been added which cover all of the basic actions users must perform in order to setup these modules.

Data Administrators and developers will also be pleased to take note of the new tool that helps remove duplicate database records, as well as a new article that outlines how to seamlessly link Excel files with BB2.

Added:

Data Administration:

• Removing Duplicate Records in BlueBox2.0

BB2 Web Development Tools:

• Reading and Writing Data from an Excel File into Bluebox2.0.
• Draggable and resizable Objects 

Publishing: Surveys Module:

• Surveys: An Overview
• Add a New Survey
• Add Survey Questions
• Managing Survey Question Categories
• Survey URLs
• Taking a Survey
• Survey reporting

HR: eLearning Module:

• Add a New eLearning Module
• Add New eLearning Training
• Adding a New eLearning Training Page
• Adding a New eLearning Test
• Edit or Delete eLearning Tests
• Adding Questions to an eLearning Test 
• Edit or Delete eLearning Test Questions 

Updated:

• User Groups Tree Functionality
• Adding a User via the User Groups Tree
• Editing Users via the User Groups Tree 
• How do I add my Products or Items

Knowledge Management Update 8

Please take note of the following new and updated help documents now available in the Bluebox Knowledge Base.

January 2012

The focus of this week's update is mainly on our Point of Sale Module, as well as our Human Resources Module. All of the common actions performed as a till operator have been updated and clearly detailed in our EPOS section. On the HR side, articles detailing the exact steps to follow in order to setup your Bluebox Payroll system have now been added.

Finally, a general system administration article has been added that explains how you to control the behaviour of the required transaction dates in Bleubox 2.0

Added:

System Administration

• Managing Transaction dates in BB2

Point of Sale (EPOS)

• Closing a Till Session
• Refunds & Returns
• Setting up Till Supervisors

HR: Staff

• Add a Staff Member
• Edit or Delete a Staff Member
• How to Attach and Link Documentation to a Staff User
• Edit or Delete Staff Information

HR: Payroll

• Payroll Overview
• How to set up Earnings Types
• How to set up Benefits Types
• How to set up Deductions Types
  
• How to set up Earnings
• How to set up Benefits
  
• How to set up Deductions
• How to Preview and Create Payslips for Payroll Run
• How to Send Payslips

Updated:
 
Point of Sale (EPOS)

• Starting a Till Session
• Cashing up a Till Session
• Till Setup
• Transacting on the POS

Knowledge Management Update 7

Please take note of the following new and updated help documents now available at http://www.blueboxonline.com/?km

December 2011

Added:

• Post Procurement Pipeline (Purchase Orders)
• Managing Timezones in Bluebox2.0 (System- Administrations)
• Email Triggers for Data Capture in any Module (System- Administration)
• Introduction to BBsettings (BB2 BBsettings)
• BB2 Integration with PostCode Anywhere (PostCode Anywhere)
• Configuring your Bluebox2.0 System for Postcode Use (PostCodeAnywhere)

 
New bbsettings added to the BBsettings list: 

• bbsetting_postcode_limit_per_hour = Set a limit for the number of postcode lookups per IP address per hour. BB2.0 has a default limit of 3. To remove the limit altogether set this to '0'.
• bbsetting_postcode_force_lookups_in_forms = Binary(1/0); To set all 'zipcode' form fields to automatically become postcode lookups, set to 1.
• bbsetting_item_data_qty_blank_in_forms = Binary(1/0); sets the qty field in financial docs to 'blank' as opposed to zero or 1 if setting set to 1. 

Knowledge Management Update 6

Please take note of the following new and updated help documents now available at http://www.blueboxonline.com/?km

December 2011

Added:

• Logging in with Active directory / LDAP (Programming).
• How to pull through fields from a Sales Order to an Invoice (Sales Module: Advanced).
• Adding New BB2 Financial Documents (Programming).
• In-Line Form Field Management in BlueBox2.0 (System-Administration).
• Using Conditional IF and IFNOT Statements in BlueBox2.0-Tags (Programming).
• Creating a Custom View for a BB2-Module (Programming). 

New bbsettings added to the BBsettings list: 

• bbsetting_module_background_color: RGB Value or colour name (#0000FF/ blue); if set this will throw a background behind all the pages/forms for the specific module. This allows you to colour-code your various modules so that people don't get confused when working/moving between them.
• bbsetting_required_fields_combinations: array(); this is similar to bbsetting_required_fields only that it is made of sub-arrays of field names and checks to see if the combination of fields has been set, so if any of the fields has been set then the others are required.
• bbsetting_enable_password_length: the number of characters required for system user passwords. The system default for minimum password length is set to '5' characters.
• bbsetting_enable_password_alphanumeric: Binary(1/0); force combined alpha/numeric passwords by setting to '1'.
• bbsetting_enable_force_password_change_in_day: the number of days after which users' passwords must be reset.

Knowledge Management Update 5

Please take note of the following new and updated help documents now available at http://www.blueboxonline.com/?km


As many of you may already have noticed, the BB2 menu structure has undergone some changes and, in an effort to more clearly categorise similar system functions and improve ease of navigation, a new menu layout has been released with the latest code update. For more information on this please read the article titled 'New-BB2-Menu-Structure'.

Two new bbsettings have also been added to the BBsettings list:

• bbsetting_ajax_lookup_force_dropdown: this bbsetting will force ajax lookups for a certain module to always be dropdowns. This only applies to modules where there is not already a bespoke lookup function (ie bb_users).
• bbsetting_hide_new_button_on_userlookups: this bbsetting will hide the 'New' button from the 'Find a Person' lookup menu on the left-hand system template (above the system menu).

Finally, please be aware that BB2 has swapped from using Google to Yahoo as its currency and exchange rates service.

November 2011

Added:

• New-BB2-Menu-Structure :

Updated:

New Yahoo currency service:

• How do I set up the Currencies for my system 
• How do I Update the Exchange Rates for the Currencies in my system 
• Currencies