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

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Pricing
During testing and training in the system, I downloaded the prices of suppliers, as there are many points that need to be corrected or adjusted for...
8 replies
21.05.2023, 19:07
Improvement needed: display all organizations of one Supplier in the BP in the Payments block
Guys, we need improvement and your help in the issue of Payments and Suppliers. Very often I encounter the same situation when the same Supplier ha...
6 replies
Evaluation of the finalization of the functionality of the form for drawing
Hello developers. Please rate the functionality update. Required functionality: You need to add a button to the business process. Which will open a...
3 answer
17.05.2023, 17:22
Can you please tell me by what action the field "Customer's full name (order.order_clientname)" can be copied to the Additional field?
Can you please tell me by what action the field "Customer's full name (order.order_clientname)" can be copied to the Additional field? Or the secon...
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?