Evaluate the refinement of the process comments block: add the ability to select client employees
Good afternoon. Need an assessment of refinement and help in the optimal TK.
The task is this: when writing a comment in the process comment block, tie up a contact person from the client side with whom this comment is associated. The contact person can be any employee from the structure of the holding (not the entire holding, but the company of the client of the process and all companies above, that is, if the client of the process is https://crm.hlr.ua:50443/admin/ shop/users/68954/ then any employee can be selected from the screen http://joxi.ru/n2YJld5HkPNG4A). After writing a comment, the contact person must be clickable (like now the employee card when writing a comment to him ).
It is also important for the future that we will be finalizing the api method /api/order/comments/get/ so that it is possible to collect this contact person by api (we need his id and external id)
Possible implementation: add a new icon to the proc
Original question is available on version: ru
The task is this: when writing a comment in the process comment block, tie up a contact person from the client side with whom this comment is associated. The contact person can be any employee from the structure of the holding (not the entire holding, but the company of the client of the process and all companies above, that is, if the client of the process is https://crm.hlr.ua:50443/admin/ shop/users/68954/ then any employee can be selected from the screen http://joxi.ru/n2YJld5HkPNG4A). After writing a comment, the contact person must be clickable (like now the employee card when writing a comment to him ).
It is also important for the future that we will be finalizing the api method /api/order/comments/get/ so that it is possible to collect this contact person by api (we need his id and external id)
Possible implementation: add a new icon to the proc
Answers:
Do you want to mention as employees through @, only that all employees of the client's company be in the tooltip?
13.06.2022, 18:43
Original comment available on version: ru
Yes that's right. Only employees are needed not only for the client's company, but also for the holding structure. On the example of the task https://crm.hlr.ua:50443/admin/customorder/support-nspace/3511340/edit/ of all employees from the structure
14.06.2022, 00:55
Original comment available on version: ru
This is clear. So, you write @ in the comment block and it tells you how now all the employees of your box + employees of the client's company process and its entire holding structure. In the api, it will be as simple as a text comment is unloaded, as it is now. Try to do the same with an employee of the company through @ and see what the api gives out.
14.06.2022, 09:26
Original comment available on version: ru
anonymous hamster
OneBox production wrote:
This is clear. So, you write @ in the comment block and it tells you how now all the employees of your box + employees of the client's company process and its entire holding structure.
I would like it to be not @ but another character, the main reason is that the number of company employees is very large, and will always interfere in the list along with the client's employees, it would be better if this was a list of only the client's employees (if possible ). It is also important that in the case of an employee, you need to be able to select only one contact, and not as it is now - several.
anonymous hamster
OneBox production wrote:
In the api, it will be as simple as a text comment is unloaded, as it is now. Try to do the same with an employee of the company through @ and see what the api gives out.
I, of course, checked the upload of the comment with the selected employee, and it has the employee id along with the comment text. We will parse the comment (we have no other option), but of course, if it could be displayed as a separate parameter it would be more optimal
14.06.2022, 12:51
Original comment available on version: ru
Shatokhina Irina wrote:
I would like it to be not @ but another character, the main reason is that the number of company employees is very large, and will always interfere in the list along with the client's employees, it would be better if this was a list of only the client's employees (if possible ). It is also important that in the case of an employee, you need to be able to select only one contact, and not as it is now - several.
1. Let's do @+c which will be like @c , i.e. after the dog, put some kind of symbol so that it searches only for the users you need. Here, think about how it will be more convenient. Doing another character directly and bending autocompletes under it can be very labor-intensive, it’s easier to do something with @
2. Anyway, anyway, someone will have to parse this data. If you need us to do it and not the one who will receive the data, no problem.
14.06.2022, 16:21
Original comment available on version: ru
anonymous hamster
OneBox production wrote:
1. Let's do @+c which will be like @c , i.e. after the dog, put some kind of symbol so that it searches only for the users you need. Here, think about how it will be more convenient. Doing another character directly and bending autocompletes under it can be very labor-intensive, it’s easier to do something with @
great option, let's talk about it
anonymous hamster
OneBox production wrote:
2. Anyway, anyway, someone will have to parse this data. If you need us to do it and not the one who will receive the data, no problem.
please evaluate the addition of this parameter, and then, according to the assessment, we will decide whether we will do it, or we will parse on the 1s side. Let me remind you that it is needed in the get method of processes.
Thanks
14.06.2022, 17:15
Original comment available on version: ru
Second 2 hours In each comment you will have an array with information on users who are mentioned in this comment.
First, if it suits you - write, you will need to look
And tell me, why do you mention this person in the comments and not in the additional conditional choose? Why is this needed in the first place, what problem are you solving in this way?
First, if it suits you - write, you will need to look
And tell me, why do you mention this person in the comments and not in the additional conditional choose? Why is this needed in the first place, what problem are you solving in this way?
14.06.2022, 19:41
Original comment available on version: ru
anonymous hamster
OneBox production wrote:
First, if it suits you - write, you will need to look
the @+ option is suitable, I'm waiting for an assessment. Thanks
anonymous hamster
OneBox production wrote:
And tell me, why do you mention this person in the comments and not in the additional conditional choose? Why is this needed in the first place, what problem are you solving in this way?
Initially, the task is as follows: we fix each "contact" with the client, while the analysis of the number of "contacts" is still carried out in 1s, so now we are transferring all events in 1s. But in fact, one employee can be the client of the process, and the comment is associated with another employee, for example, the client of the process is the head of the laboratory, while at the same time something was discussed with the head of the client’s holding company and this needs to be seen in the future.
To be honest, we have been working on this task for a long time, and previously we evaluated the addition of a new type of events - comments, and there were other ideas, but they do not cover the whole need:
1. contact in the process (in the process client field or in the additional field) can change over time, and after a while we need to see who the comment refers to (for example, from 1s we will knock for comments once a day, while the value in the additional field may change frequently)
2. The full name field must be clickable so that you can go to the contact card (even after a while after writing a comment). And if you make it through an additional field and add the value of this additional field to the written comment, then it will not be clickable.
3. When choosing a contact, you need to see the entire list of employees of the structure and select both from the drop-down list
15.06.2022, 13:38
Original comment available on version: ru
1. I looked at what was happening there. We can do not only through @, but through @@ or any other character or combination that will be convenient for you. Will take about 5 hours.
2.
2.2 is not entirely true. If you add a comment [contact name #contact id] then the link will be clickable. In the rest everything + is clear. If you need to quickly choose exactly by the contacts of the holding structure, then you still have to finish something so that it can navigate precisely according to the holding structure and suggest only the necessary contacts.
In total, if I read everything correctly: in the api, make an add. an array with information about the mentioned contacts 2h and a mention of 5h. Total 7. Invoice?
2.
2.2 is not entirely true. If you add a comment [contact name #contact id] then the link will be clickable. In the rest everything + is clear. If you need to quickly choose exactly by the contacts of the holding structure, then you still have to finish something so that it can navigate precisely according to the holding structure and suggest only the necessary contacts.
In total, if I read everything correctly: in the api, make an add. an array with information about the mentioned contacts 2h and a mention of 5h. Total 7. Invoice?
15.06.2022, 16:18
Original comment available on version: ru
anonymous hamster
OneBox production wrote:
2.2 is not entirely true. If you add a comment [contact name #contact id] then the link will be clickable. In the rest everything + is clear. If you need to quickly choose exactly by the contacts of the holding structure, then you still have to finish something so that it can navigate precisely according to the holding structure and suggest only the necessary contacts.
I didn’t quite understand this, does the estimate above at 5 hours include a setting for choosing from the list of employees of the holding structure (not the entire structure, but the company of the client of the process and all companies higher in the structure)?
16.06.2022, 17:48
Original comment available on version: ru
Yes, when you enter @@ or another combination that we agree with you, the list that you need will be issued. Those. the client, his company, all his companies according to the list above will be brothers and employees will be gathered according to them. All of these employees will be on this separate list.
16.06.2022, 18:22
Original comment available on version: ru
anonymous hamster
OneBox production wrote:
Yes, when you enter @@ or another combination that we agree with you, the list that you need will be issued. Those. the client, his company, all his companies according to the list above will be brothers and employees will be gathered according to them. All of these employees will be on this separate list.
tell me one more thing, the icon that we will agree on will be displayed here ?
17.06.2022, 13:19
Original comment available on version: ru
By default, no. Nothing will be done other than what we discussed above. I understand that this is "obvious" for you, but for me, for example, it is not (because I have never inserted an icon from this place). Those. everything that you need you must write in your task, everything that is not described in it will not be implemented. Everything is simple.
17.06.2022, 15:33
Original comment available on version: ru
If you understand initially that this will not be displayed here, but most likely you understand, then put the question a little differently. For example: we still need to display here and here, can it be done as part of the assessment? Then the question will be perceived differently.
17.06.2022, 15:40
Original comment available on version: ru
anonymous hamster
OneBox production wrote:
By default, no. Nothing will be done other than what we discussed above. I understand that this is "obvious" for you, but for me, for example, it is not (because I have never inserted an icon from this place). Those. everything that you need you must write in your task, everything that is not described in it will not be implemented. Everything is simple.
It seems to me that the system becomes ugly from the introduction of half-hearted solutions into it. Yes, the client pays for some refinement, but the developer is still obliged to think about how it should work in the best way, look the best, where else in the system this or that function can be useful and work, terms and names should be unified, instructions should be drawn up in text form, and only then video, otherwise everything in the system becomes motley, fragmented, heavy. It is very difficult to work in such 'chaos', hundreds of examples can be given on this topic, which are so implemented in 1b.
Ustimenko Igor I understand that you are the only one currently in the highest position who makes decisions in such matters, so in fact all the responsibility for any innovation lies with you? But all the consequences of your decisions come to users, customers. I really want and hope that the system will become more thoughtful, simpler, more convenient, and if you need any help, I’m also ready to help as much as possible so that the solutions only improve the system in all aspects and respects.
19.06.2022, 08:56
Original comment available on version: ru
anonymous hamster
OneBox production wrote:
By default, no. Nothing will be done other than what we discussed above. I understand that this is "obvious" for you, but for me, for example, it is not (because I have never inserted an icon from this place). Those. everything that you need you must write in your task, everything that is not described in it will not be implemented. Everything is simple.
06/17/2022, Friday, 15:33
Thank you accepted, I agree - I did not write about it. We don’t evaluate yet, once again the TK is changing inside, so I’ll write off the results
20.06.2022, 12:50
Original comment available on version: ru
This would be within the hours estimated above, these are minor edits. If something changes, you can write a new task here, I will write you an assessment.
20.06.2022, 13:34
Original comment available on version: ru
Good afternoon. Please rate the addition of icon here, when clicked, a list of employees will drop out
28.06.2022, 00:25
Original comment available on version: ru
Good afternoon. We'll add it to the evaluation box above.
28.06.2022, 11:54
Original comment available on version: ru
great, then please start the revision at 5 o'clock. (the second part - we are not doing the finalization of the api yet, we are still thinking about this part)
28.06.2022, 13:29
Original comment available on version: ru
Good afternoon, in the settings of the comments feed, the setting "Add the ability to mention the client and all employees of the holding company tree via @+" in the comments
here is the result of her work
here is the result of her work
30.06.2022, 16:58
Original comment available on version: ru
I don't see , but the setting is filled with
checked here https://crm.hlr.ua:50443/admin/customorder/support-nspace/3513973/edit/
checked here https://crm.hlr.ua:50443/admin/customorder/support-nspace/3513973/edit/
04.07.2022, 12:07
Original comment available on version: ru
Customizing shows the Employees of the process client's holding company structure. There is no process client in the process, so there is no one to show in the tooltip. Since there is no one to show - tips are inactive
04.07.2022, 13:33
Original comment available on version: ru
anonymous hamster
OneBox production wrote:
Customizing shows the Employees of the process client's holding company structure. There is no process client in the process, so there is no one to show in the tooltip. Since there is no one to show - tips are inactive
Yes, sorry, I'm stupid ... everything is there, I'll check it on several working clients and write back
Regarding the @+ sign, it turned out to be not very convenient because the dog is at one end of the keyboard, and the plus is at the other, while the @@ option is also not ok, since Box will give a list of employees . Is it possible to replace the @ sign for convenience! (neighboring buttons on the keyboard)? Thanks in advance
04.07.2022, 16:36
Original comment available on version: ru
Yes, I'll do it in a few days. Everything else as you need? Only one edit?
04.07.2022, 17:01
Original comment available on version: ru
So far, everything is in order, but we have very complex holding structures, so I will check on a few and write back. The icon change can be postponed until my confirmation throughout the revision, until it is critical. Thanks
04.07.2022, 17:31
Original comment available on version: ru
everything is fine, please just replace the icon, instead of @ + do @! . Thanks
18.07.2022, 12:15
Original comment available on version: ru
Good afternoon. please change icon, thanks
25.07.2022, 09:07
Original comment available on version: ru
Good afternoon, replaced with @! try on some order
25.07.2022, 09:45
Original comment available on version: ru
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