List of related questions and answers «Business Processes and Automation»
2 answer
12.05.2023, 19:31
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 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...
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...
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?
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...
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...
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 ...
How to make an informational message
Tell me if it is possible to make it so that when going to any stage, if there are more than 1 item in the Customer's Order, a message was displaye...
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