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In the process, the postal manager needs to check the status of the client’s confirmation for products

Good day,
Є engagement of the postal worker, de product of communication with the engagement of the client.
It is necessary to write down the status of the client's request in the additional field of the process product, in any connection with the request.
Screenshot:
Original question is available on version: ru

Answers:

Good afternoon. You can make an action that will do it. will take 2h.
You will put an action on the update procedure in the supplier's order or in the sales order (here you need to decide where it will be more convenient for you. If in the supplier's order, then you can simply change the values in the sales order with each update (once per minute). If you put in the client's order then you need to check the status of the supplier's orders once every X minutes and change the values of the additional field). It seems to me more convenient to update on the procedure in the supplier's order, but it may be more convenient for you in the customer's order - here you already see how you feel better.
19.09.2022, 13:18
Original comment available on version: ru


we do an action in which the choice of which order to search for: supplier's order or order by number from the additional field of the process product. From the process product of this order, we copy the required additional fields into the current process product. 3 hours for everything.
19.09.2022, 14:17
Original comment available on version: ru

Good afternoon.
The action "Copy values of additional fields of the process product to the product of the parent process" contains the settings "Exchange data with the specified process instead of the parent" . In the setting "Select an additional field in which the process number is indicated" it is possible to select "supplier order" or "sales order" and additional fields of the process product.
The action is relatively difficult to understand and configure, if difficulties arise - you can give 2 links to orders (from which and to which to copy) and a link where the action is configured, I will help you set it up.
06.10.2022, 15:05
Original comment available on version: ru

Андрій
CEO, owwa.com.ua
Good day, don't work =)
Process butt: https://owwa.crm-onebox.com/274497/
Nalashtuvanian procedures: https://owwa.crm-onebox.com/app/workflow/9/procedure/245/
Copy field: Order status.pp
Screenshot
12.10.2022, 22:25
Original comment available on version: ru

extra is selected in action settings. This only works if it is at the stage, if the procedure is on click, then what kind of saving is there
19.10.2022, 16:48
Original comment available on version: ru

Андрій
CEO, owwa.com.ua
It’s not necessary to press if the field is empty, if the skin patch is selected.
20.10.2022, 10:35
Original comment available on version: ru

Remove everything there and call the procedure by clicking on it. All procedures work only when they are called, they do not have events Once per minute, hour, when saving, or any other.
20.10.2022, 12:34
Original comment available on version: ru

Андрій
CEO, owwa.com.ua
So having tried, so do not practice.
Once you clean it up, you can try it yourself =)
Screenshot
20.10.2022, 13:17
Original comment available on version: ru


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