[Automatic once per minute]
[file]21318[/file]
Distribute payments across processes based on expected payments
[file]21318[/file]
Add functionality to this action:
[file]21318[/file]
1. Business process and stage in which to look for the expected payment
[file]21318[/file]
2. Set the client payment client to the found process
[file]21318[/file]
* In the added photo there is an idea of what it might look like in the end
[file]21318[/file]
* This functionality is already in action Automatically distribute customer payments among processes [Automation once per hour]
[file]21318[/file]
Logic of action based on the results:
[file]21318[/file]
the expected payment is added to the b/p, at a certain stage of the process a faceless payment appears, with the action “Distribute payments among processes based on expected payments” we look for the expected payment in a certain process and stage and assign it a process and client number.
[file]21318[/file]
Is it possible to add this functionality as an investment within the cloud client?
[file]21318[/file]
If this is not possible, then is it possible to complete the revision in 1 hour?
[file]21318[/file]
[file]21318[/file]
[Automatic once per minute]
Distribute payments across processes based on expected payments
Add functionality to this action:
1. Business process and stage in which to look for the expected payment
2. Set the client payment client to the found process
* In the added photo there is an idea of what it might look like in the end
* This functionality is already in action Automatically distribute customer payments among processes [Automation once per hour]
Logic of action based on the results:
the expected payment is added to the b/p, at a certain stage of the process a faceless payment appears, with the action “Distribute payments among processes based on expected payments” we look for the expected payment in a certain process and stage and assign it a process and client number.
Is it possible to add this functionality as an investment within the cloud client?
If this is not possible, then is it possible to complete the revision in 1 hour?
Improved settings: "Business processes in which to look for the expected payment" "Set the client payment client of the found process" Uploaded to https://bobrdobr2.crm-onebox.com/
Improved settings:
"Business processes in which to look for the expected payment"
"Set the client payment client of the found process"
Uploaded to https://bobrdobr2.crm-onebox.com/
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