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What does the parameter in the "Switch responsible depending on role" action mean?

There is an action - "Switch responsible depending on role"

What is the parameter and what action does it perform or modify in this action? - "Switch responsible if the values ​​of the corresponding fields match:"
Original question is available on version: ua

Answers:

Good evening!

Polupan Serhiy
Polupan wrote:
What is the parameter and what action does it perform or modify in this action? - "Switch responsible if the values ​​of the corresponding fields match:"

This parameter allows you to run an action only when the condition in the specified additional field is met. For example, I used this action when, depending on the name of the legal entity that was previously recorded in the additional field, I needed to set the employee of the desired role - responsible.
16.02.2025, 20:49
Original comment available on version: ua

I'll clarify the question, how I did it and how it doesn't work.

There is an additional contact field "Branch ID" = the number specified in the employees

There is an additional process field "Branch ID" = a number that is specified in the process

With this action and this action parameter, I wanted to assign a role owner who has the additional contact field "Branch ID" the same as the "Branch ID" in the additional process field.

That is, I thought that the person responsible for the corresponding role would be assigned, but only those who have the same "Branch ID" value as the "Branch ID" of the process. (I displayed the position of the additional fields on the screenshot)

BUT it doesn't work
17.02.2025, 09:13
Original comment available on version: ua

https://askoart.1b.app/8095/
Here is the process for testing the parameters of this action.
The procedure is derived in a process named "test"
There are 2 employees id=692, id=316 with the role "sales manager" who should be changed if the selected additional fields are the same.
The procedure has an action with valid parameters and invalid parameters.
So here's an action that shouldn't work, it works and changes the person responsible.
17.02.2025, 15:09
Original comment available on version: ua

The problem is urgent!
If this is a bug, please let me know if it will be resolved.
If this action does not fulfill this role, then I would like to know its principle, and an estimate of the refinement of what I need, which I described.
19.02.2025, 07:59
Original comment available on version: ua


Polupan Serhiy
Polupan wrote:
https://askoart.1b.app/8095/
Here is the process for testing the parameters of this action.
The procedure is derived in a process named "test"
There are 2 employees id=692, id=316 with the role "sales manager" who should be changed if the selected additional fields are the same.
The procedure has an action with valid parameters and invalid parameters.
So here's an action that shouldn't work, it works and changes the person responsible.

The question is relevant!
I'm interested in refining the "Switch responsible depending on role" action!
The action only works if the values ​​of 2 fields (process or contact, employee fields) match.
example: there are managers who belong to the Kyiv branch and there are those who belong to the Zhytomyr branch. The action switches the status only for those employees of the role who have the added contact field identical to the field of this process.
23.02.2025, 06:54
Original comment available on version: ua

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