Evaluate the additional process Add contacts to the Contacts tab of the process
Good afternoon. https://crm.hlr.ua/
Required evaluation - Add contacts to the Contacts tab of the process.
In the process, add a client to the process, in the add card in the add contact field, the name of the card to the contact is specified, which must be added to the Contact process, you can add it here - checkbox search by name id?
It is necessary to save the process when saving the process, and it is also necessary to add an adjustment - do not save, if the contact has already been added (for example, as a helper, replace the Contact with the process on the other contact, it is necessary not to overwrite the selected value).
In addition, before the action, we will set the action Stop performing the following actions when the conditions are met
Please evaluate. Dyakuyu
Original question is available on version: ru
Required evaluation - Add contacts to the Contacts tab of the process.
In the process, add a client to the process, in the add card in the add contact field, the name of the card to the contact is specified, which must be added to the Contact process, you can add it here - checkbox search by name id?
It is necessary to save the process when saving the process, and it is also necessary to add an adjustment - do not save, if the contact has already been added (for example, as a helper, replace the Contact with the process on the other contact, it is necessary not to overwrite the selected value).
In addition, before the action, we will set the action Stop performing the following actions when the conditions are met
Please evaluate. Dyakuyu
Answers:
Good afternoon. I'm checking the rating, I'm sure
09.05.2022, 11:05
Original comment available on version: ru
Good afternoon, you can modify it - it will take 3 hours.
12.05.2022, 12:41
Original comment available on version: ru
Good afternoon. Come, please start the robot https://crm.hlr.ua/ (є paid years). Dyakuyu
12.05.2022, 16:08
Original comment available on version: ru
Good afternoon. Added 2 settings . Box https://crm.hlr.ua/, as far as I can see, does not work now, it will be updated automatically when it works.
16.05.2022, 12:22
Original comment available on version: ru
Good afternoon. Boxing works, it's just now available only from inside. networks.
Regarding the settings, it works, but the question is to the part:
Shatokhina Irina wrote:
It is necessary to save the process when saving the process, and it is also necessary to add an adjustment - do not save, if the contact has already been added (for example, as a helper, replace the Contact with the process on the other contact, it is necessary not to overwrite the selected value).
On the example of the process https://crm.hlr.ua:50443/admin/customorder/issue/3505401/edit/ , the action is configured here https://crm.hlr.ua:50443/admin/shop/workflow/18/procedure /506/?status=2 on save, but so far only works for the client of the above process.
Now, even if the process Contact has already been added, the second company is added when saving. And only one should remain, or the one that I chose with my hands, or added by this action
Please check. Thanks
Regarding the settings, it works, but the question is to the part:
Shatokhina Irina wrote:
It is necessary to save the process when saving the process, and it is also necessary to add an adjustment - do not save, if the contact has already been added (for example, as a helper, replace the Contact with the process on the other contact, it is necessary not to overwrite the selected value).
On the example of the process https://crm.hlr.ua:50443/admin/customorder/issue/3505401/edit/ , the action is configured here https://crm.hlr.ua:50443/admin/shop/workflow/18/procedure /506/?status=2 on save, but so far only works for the client of the above process.
Now, even if the process Contact has already been added, the second company is added when saving. And only one should remain, or the one that I chose with my hands, or added by this action
Please check. Thanks
17.05.2022, 15:46
Original comment available on version: ru
Shatokhina Irina wrote:
Now, even if the process Contact has already been added, a second company is added when saving. And only one should remain, or the one that I chose with my hands, or added by this action
You need to add a contact to the contacts of the process with this action and then change it if it does not suit you with your hands. The second time the action will not add a contact. But initially, it does not look at whether there is someone in contacts there or not, it only looks at whether it has already added someone or not, and if it does, it does not work.
17.05.2022, 15:51
Original comment available on version: ru
anonymous hamster
OneBox production wrote:
Shatokhina Irina wrote:
Now, even if the process Contact has already been added, a second company is added when saving. And only one should remain, or the one that I chose with my hands, or added by this action
You need to add a contact to the contacts of the process with this action and then change it if it does not suit you with your hands. The second time the action will not add a contact. But initially, it does not look at whether there is someone in contacts there or not, it only looks at whether it has already added someone or not, and if it does, it does not work.
The thing is, it still adds. That is, I initially added an action, then I delete the added company and select another one, but still there are two
17.05.2022, 18:26
Original comment available on version: ru
Please make a click procedure that contains this action with the necessary settings and give a test task - I will fix everything so that it works exactly on it. Thank you!
17.05.2022, 22:47
Original comment available on version: ru
anonymous hamster
OneBox production wrote:
Please make a click procedure that contains this action with the necessary settings and give a test task - I will fix everything so that it works exactly on it. Thank you!
set up here https://crm.hlr.ua:50443/admin/shop/workflow/18/procedure/506/?status=0 , you can check on the process https://crm.hlr.ua:50443/admin/customorder /issue/3505401/edit/
18.05.2022, 00:09
Original comment available on version: ru
Thanks a lot for the example. Fixed the problem, checked on your example - everything is ok. The first time adds a contact, the second is gone.
18.05.2022, 17:39
Original comment available on version: ru
anonymous hamster
OneBox production wrote:
Thanks a lot for the example. Fixed the problem, checked on your example - everything is ok. The first time adds a contact, the second is gone.
and thank you, now it works fine, I close the task
19.05.2022, 12:50
Original comment available on version: ru
Good afternoon. There was a problem with this revision, described here https://1b.app/ru/forum/server-installation/13744-zavis-minutniy-kron-httpscrmhl... , the main thing is in the last comment from your colleague:
https://crm.hlr.ua:50443/admin/shop/workflow/18/procedure/506/?status=2
here is the action. It takes all contacts that have the value of the GUID additional field in the 1c code. The GUID of the client is not filled (empty), respectively, added to the contacts of all users whose code1s is empty (~ 56000) in the client's contacts. This is what caused problems.
We added a restriction to not add users if more than a thousand of them were found.
Tell me, is it possible to correct so that with empty values of the additional field, the action does not work? The action itself is disabled
https://crm.hlr.ua:50443/admin/shop/workflow/18/procedure/506/?status=2
here is the action. It takes all contacts that have the value of the GUID additional field in the 1c code. The GUID of the client is not filled (empty), respectively, added to the contacts of all users whose code1s is empty (~ 56000) in the client's contacts. This is what caused problems.
We added a restriction to not add users if more than a thousand of them were found.
Tell me, is it possible to correct so that with empty values of the additional field, the action does not work? The action itself is disabled
31.05.2022, 15:56
Original comment available on version: ru
I made changes to the action so that it does not add contacts if more than 1000 of them are found. In fact, if the field has an empty value, then several thousand such contacts will be found in the box and a check will work that will complete the action
31.05.2022, 15:59
Original comment available on version: ru
That is, not a single contact will be added in this case - right?
31.05.2022, 16:03
Original comment available on version: ru
In addition, I will check the box so that the action does not start at all if the additional field is not filled, it will be more reliable. As soon as the task gets to us, I will unsubscribe
31.05.2022, 17:06
Original comment available on version: ru
anonymous hamster
OneBox production wrote:
In addition, I will check the box so that the action does not start at all if the additional field is not filled, it will be more reliable. As soon as the task gets to us, I will unsubscribe
Excellent thank you
31.05.2022, 20:30
Original comment available on version: ru
Added a new checkbox "Complete the action if one of the fields on which the search is being searched has no value." You need to put it
01.06.2022, 11:38
Original comment available on version: ru
anonymous hamster
OneBox production wrote:
Added a new checkbox "Complete the action if one of the fields on which the search is being searched has no value." You need to put it
I added, I follow. Thanks
01.06.2022, 13:24
Original comment available on version: ru
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