Evaluation of the action refinement at the "Switch responsible person depending on the role" stage
2025-03-02 12:41:43
I am interested in evaluating the refinement of the "Switch responsible based on role" action
The action changes the responsible person only for the role whose contact field add = process field add.
Example: there are managers who belong to the Kyiv branch and there are those who belong to the Zhytomyr branch.
Employees of the Kyiv branch have the contact field added = 1. Zhytomyr branch = 2
There is a PROCESS with an additional field that has the value = 1
The action works by changing the corresponding role's managers with the additional contact field = 1, i.e. all managers of the Kyiv branch only.
Original question is available on version: ua
The action changes the responsible person only for the role whose contact field add = process field add.
Example: there are managers who belong to the Kyiv branch and there are those who belong to the Zhytomyr branch.
Employees of the Kyiv branch have the contact field added = 1. Zhytomyr branch = 2
There is a PROCESS with an additional field that has the value = 1
The action works by changing the corresponding role's managers with the additional contact field = 1, i.e. all managers of the Kyiv branch only.
Answers:
Good afternoon.
This kind of revision will take 1 hour. Do you want to be billed?
This kind of revision will take 1 hour. Do you want to be billed?
03.03.2025, 08:34
Original comment available on version: ua
Maksym Vadimovych Tyndyk
OneBox production wrote:
Good afternoon.
This kind of revision will take 1 hour. Do you want to be billed?
Yes, I'm waiting for the answer.
03.03.2025, 15:05
Original comment available on version: ua
Maksym Vadimovich Tyndyk
OneBox production wrote:
Good afternoon.
This kind of revision will take 1 hour. Do you want to be billed?
In parallel with the refinement. Please tell me what this parameter does in this action?
03.03.2025, 15:07
Original comment available on version: ua
Polupan Serhiy
Polupan wrote:
In parallel with the refinement. Please tell me what this parameter does in this action?
I didn't see the specified setting.
Maybe it will solve your question - you need to select an additional process field and an additional contact field for comparison.
03.03.2025, 18:24
Original comment available on version: ua
Maksym Vadimovich Tyndyk
OneBox production wrote:
Polupan Serhiy
Polupan wrote:
In parallel with the refinement. Please tell me what this parameter does in this action?
I didn't see the specified setting.
Maybe it will solve your question - you need to select an additional process field and an additional contact field for comparison.
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.
But I specifically put fields that are NOT the same.
So this procedure should NOT work. But it does.
04.03.2025, 08:18
Original comment available on version: ua
Maksym Vadimovych Tyndyk
OneBox production wrote:
Polupan Serhiy
Polupan wrote:
In parallel with the refinement. Please tell me what this parameter does in this action?
I didn't see the specified setting.
Maybe it will solve your question - you need to select an additional process field and an additional contact field for comparison.
If this parameter is supposed to do this, please fix <FU/
Otherwise, I'm waiting for the bill and the revisions described in this topic.
04.03.2025, 08:19
Original comment available on version: ua
Polupan Serhiy
Polupan wrote:
If this parameter is supposed to do this, please fix it.
fix what?
04.03.2025, 08:46
Original comment available on version: ua
Maksym Vadimovich Tyndyk
OneBox production wrote:
Polupan Serhiy
Polupan wrote:
If this parameter is supposed to do this, please fix it.
fix what?
I wrote an example above, regarding your message that you didn't see this option and that it might work.
Then it doesn't matter, I'll wait for the bill for further revisions.
04.03.2025, 10:58
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.
But I specifically put fields that are NOT the same.
So this procedure should NOT work. But it does.
The problem is that the setting is designed for the presence of a value - and you don't have it in the additional process field - is that what you need? Implement it within the setting to compare empty values of additional fields?
07.03.2025, 09:46
Original comment available on version: ua
Maksym Vadimovich Tyndyk
OneBox production wrote:
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.
But I specifically put fields that are NOT the same.
So this procedure should NOT work. But it does.
The problem is that the setting is designed for the presence of a value - and you don't have it in the additional process field - is that what you need? Implement it within the setting to compare empty values of additional fields?
1) So, does this parameter already perform the task that I wanted to refine?
2) But it only compares fields that matter?
3) If there is no value in one of the comparison fields, then the parameter does not work?
07.03.2025, 11:50
Original comment available on version: ua
1) So, does this parameter already perform the task I wanted to refine?
I was just finishing it and during the tests I discovered a strange setting in your settings, which is why I asked the question - maybe this should also be taken into account in the settings.
2) But it only compares fields that matter?
I am counting on it.
3) If there is no value in one of the comparison fields, then the parameter does not work?
as needed - we will do it
07.03.2025, 11:58
Original comment available on version: ua
Good.
We make the action work ONLY when the fields are 100% the same.
That is, if the fields are not 100% the same and the fields themselves are written in the action, then the action itself will not work.
We make the action work ONLY when the fields are 100% the same.
That is, if the fields are not 100% the same and the fields themselves are written in the action, then the action itself will not work.
07.03.2025, 12:42
Original comment available on version: ua
Maksym Vadimovich Tyndyk
OneBox production wrote:
The action changes the responsible person only for the role whose contact field add = process field add.
Please clarify - which additional process field should be compared with the additional contact field for distribution? Because now 2 additional contact fields are selected in total
07.03.2025, 16:50
Original comment available on version: ua
Maksym Vadimovich Tyndyk
OneBox production wrote:
Maksym Vadimovich Tyndyk
OneBox production wrote:
The action changes the responsible person only for the role whose contact field add = process field add.
Please clarify - which additional process field should be compared with the additional contact field for distribution? Because now 2 additional contact fields are selected in total
Required for testing the new setting "If comparing an additional process field without a value with an additional contact field - only consider contacts without a value in the compared additional field"
I set the fields that need to be checked for the employee (branch id (dpk)) and the process Branch id (dp)).
So I specifically put those fields that are not 100% the same to check that the field is not working.
07.03.2025, 17:55
Original comment available on version: ua
https://askoart.1b.app/app/workflow/29/procedure/43/
in this procedure, I configured it as needed according to the new settings - it works, only checks contacts where there is no additional field
check other options, but it is important that the additional process field is selected first, then the contact field and the new check box is selected
in this procedure, I configured it as needed according to the new settings - it works, only checks contacts where there is no additional field
check other options, but it is important that the additional process field is selected first, then the contact field and the new check box is selected
10.03.2025, 08:26
Original comment available on version: ua
Maksym Vadimovich Tyndyk
OneBox production wrote:
https://askoart.1b.app/app/workflow/29/procedure/43/
in this procedure, I configured it as needed according to the new settings - it works, only checks contacts where there is no additional field
check other options, but it is important that the additional process field is selected first, then the contact field and the new check box is selected
This modification is working so far, I don't see any bugs.
Something else is interesting!
So that the action works the same way when adding a contact field as a multilist.
There is an employee who has additional contact fields 1, 2 (1 is the Kyiv branch, 2 is Zhytomyr)
Such an employee will be made responsible in these options.
The action parameter looks for an exact match, but also an exact match of values if it is a multilist and there are 2 or more values.
14.03.2025, 08:22
Original comment available on version: ua
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