Switch to a stage at a specified time
https://crm.dobavki.ua/
There is stage 1 and stage 2
It is necessary to switch the process from stage 1 to stage 2, at the specified time, for example, at 15:00, provided that in the client X field (specified), or by additional. field to set additional condition.
There is an action Change the stage of processes at a specified time
But you can't add extra. condition.
There is an action Change business process and stage depending on field values
There is a variable current date and time + you can set additional. terms. But I don't understand how to set it up with this, please tell me
Original question is available on version: ru
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
There is stage 1 and stage 2
It is necessary to switch the process from stage 1 to stage 2, at the specified time, for example, at 15:00, provided that in the client X field (specified), or by additional. field to set additional condition.
There is an action Change the stage of processes at a specified time
But you can't add extra. condition.
There is an action Change business process and stage depending on field values
There is a variable current date and time + you can set additional. terms. But I don't understand how to set it up with this, please tell me
Answers:
dіu "Save the field for the process or contact" fill the field like this: [cdatetime|Ymd 15:00:00]
then put the message "Change the process and stage fallow according to the value of watering"
and so mind: https://take.ms/jcVIT
at 15:01 the system will try to switch the status
then put the message "Change the process and stage fallow according to the value of watering"
and so mind: https://take.ms/jcVIT
at 15:01 the system will try to switch the status
04.10.2021, 14:07
Original comment available on version: ru
plus to dії "Change the process and stage fallow according to the value of watering" add your mind with the client, of course
04.10.2021, 14:08
Original comment available on version: ru
Yarina
integrator wrote:
dіu "Save the field for the process or contact" fill the field like this: [cdatetime|Ymd 15:00:00]
then put the message "Change the process and stage fallow according to the value of watering"
and so mind: https://take.ms/jcVIT
at 15:01 the system will try to switch the status
In theory yes, but what if the process switches to this stage after 15? The current day will be filled in the field, but it turns out you need to switch to the next day after 15, how in this case?
04.10.2021, 16:33
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
Original comment available on version: ru
Here, it turns out that you have a condition, after 15 switch to the status:
- if it's up to 15 now, then today
- if after 15, then tomorrow
I did it like this:
- make an additional field where you write the date to check, for example "Date to check"
- Write the value [cdatetime|Ymd 15:00:00] there, through "Fill in the process or contact field"
- Add a field, for example "Switch date"
- Set the action "Calculate and write the value to an additional field if the conditions are met" and set it up as in the screenshot - it seems to work (I did it a little differently, but I just came up with this)
- if it's up to 15 now, then today
- if after 15, then tomorrow
I did it like this:
- make an additional field where you write the date to check, for example "Date to check"
- Write the value [cdatetime|Ymd 15:00:00] there, through "Fill in the process or contact field"
- Add a field, for example "Switch date"
- Set the action "Calculate and write the value to an additional field if the conditions are met" and set it up as in the screenshot - it seems to work (I did it a little differently, but I just came up with this)
05.10.2021, 01:25
Original comment available on version: ru
Sukhanitsky Andrey
Integrator
Integrator CRM wrote:
Here, it turns out that you have a condition, after 15 switch to the status:
- if it's up to 15 now, then today
- if after 15, then tomorrow
I did it like this:
- make an additional field where you write the date to check, for example "Date to check"
- Write the value [cdatetime|Ymd 15:00:00] there, through "Fill in the process or contact field"
- Add a field, for example "Switch date"
- Set the action "Calculate and write the value to an additional field if the conditions are met" and set it up as in the screenshot - it seems to work (I did it a little differently, but I just came up with this)
Didn't get the gist a bit.
And what is there to indicate in case of non-fulfillment of conditions?
And then the switching action what to specify?
05.10.2021, 12:27
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
Original comment available on version: ru
discussed
I forgot to indicate the last action Change the BP and status and there is a condition if the date from the additional field is less than the current one, switch to the status you need
I forgot to indicate the last action Change the BP and status and there is a condition if the date from the additional field is less than the current one, switch to the status you need
05.10.2021, 14:28
Original comment available on version: ru
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