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List of related questions and answers «Business Processes and Automation»

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How to delete a mistakenly created company?
Congratulations! Created a company by mistake. How can I remove it? thank you
2 answer
12.05.2023, 19:31
BAG block BP "process exchange rate"
Example, the product has a price from the supplier in USD If "Input price currency" is NOT SELECTED in the process product field, then wh...
Payment block display
Is it possible to somehow hide the block of payments depending on the role? Any universal block has such functionality, but I don't see it in t...
2 answer
12.05.2023, 08:50
Is it possible to be notified when a comment is sent to an employee?
Is it possible for the employee to receive a message only in the case of a comment sent for him (via @) in BP? That is, if someone simply wrote a c...
8 replies
11.05.2023, 14:18
please tell me which action updates the contact field type date
Good day. Please tell me which action updates the contact field type date "Update". When moving to a stage, the "Update" field must be updated in t...
2 answer
10.05.2023, 19:18
The Customer Process Step field in the Products table
Is it possible to display the stage of the client's process in this field not just with text, but with the color of the stage?
4 answer
Add a button with an action
Is it possible to add custom buttons in the business process designer and assign actions to them? By the type of how it is implemented for transiti...
1 answer
05.05.2023, 16:59
Checking that the required fields are complete
When creating an action to check fields, the fields in the action and the fields in the Business process are different. They do not match. How to c...
Comparing the sum of the fields of child processes with the field of the parent process
I wanted to know if it is possible to somehow prohibit editing a child process if the sum of a certain field for all child processes exceeds the va...
2 answer
05.05.2023, 15:36
No chat leads are generated
There is minute-by-minute automation https://sambag.crm-onebox.com/app/automatization/minute/edit/ Turn a viber message into a business process It ...