Finding and merging processes by comparing fields
No action was found to merge similar processes.
Task: upon transition to the stage, search by the additional field of the process / contact / product, if the conditions are met, merge the current BP with the found one and transfer the merged process to a certain status.
Practical application: merging repetitive tasks on the service desk.
Original question is available on version: ru
Task: upon transition to the stage, search by the additional field of the process / contact / product, if the conditions are met, merge the current BP with the found one and transfer the merged process to a certain status.
Practical application: merging repetitive tasks on the service desk.
Answers:
if the conditions are met, merge the current BP with the found one
what exactly do you want to eat? fields that are missing, additional fields, process contacts, payments, etc. - the main thing is not to overwrite the existing values in the process into which we combine?
which of the processes should be removed after the merger - which one was found or from which we are looking for?
17.09.2021, 13:51
Original comment available on version: ru
which of the processes should be removed after the merger - which one was found or from which we are looking for?
When setting up a revision, clarify this point.
The completion time will take 5 hours
20.09.2021, 11:23
Original comment available on version: ru
which was found.
Only in the search condition should it be possible to select several conditions for matching fields with logics and / or.
Only in the search condition should it be possible to select several conditions for matching fields with logics and / or.
20.09.2021, 12:04
Original comment available on version: ru
Only in the search condition should it be possible to select several conditions for matching fields with logics and / or.
OK
20.09.2021, 17:19
Original comment available on version: ru
Finalizing:
It is necessary to develop an action to combine similar processes.
Task: when moving to the stage, conduct a search for additional. process/contact/product field, if the conditions are met, merge the current BP with the found one and transfer the merged process to a certain status.
After processes are merged, the process that was found must be removed.
In the search condition, it should be possible to select several field matching conditions, with logics and / or.
Practical application: merging repetitive tasks on the service desk.
It is necessary to develop an action to combine similar processes.
Task: when moving to the stage, conduct a search for additional. process/contact/product field, if the conditions are met, merge the current BP with the found one and transfer the merged process to a certain status.
After processes are merged, the process that was found must be removed.
In the search condition, it should be possible to select several field matching conditions, with logics and / or.
Practical application: merging repetitive tasks on the service desk.
23.09.2021, 15:42
Original comment available on version: ru
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