Please explain how the action works
Edit an entry in the directory based on process fields
Here's what I'm trying to do with it:
1. I have a directory with several fields
2. I want to make changes in one of the fields of the directory
3. for this I write the value in add. process field
4. I take the value of the field to write it into the editable field of the directory
5. but the entry in the address field of the directory remains the same, unchanged
This is how the action in the procedure is configured
[file]3354[/file]
here is a sample process where I use the procedure,
to change the value of a lookup field
https://mail097480.crm-onebox.com/admin/customorder/order/149/edit/
Please explain how the action works Edit an entry in the directory based on process fields Here's what I'm trying to do with it: 1. I have a directory with several fields 2. I want to make changes in one of the fields of the directory 3. for this I write the value in add. process field 4. I take the value of the field to write it into the editable field of the directory 5. but the entry in the address field of the directory remains the same, unchanged This is how the action in the procedure is configured
Legeza Vyacheslav Valerianovich wrote: Please explain how the action works
Takes a value from the specified "Search by value from the field:" field and searches for a record with this value in the selected lookup by the "Search by lookup field:" field, and then copies the selected fields from the process fields into the lookup fields. You have selected the "Recipient's address.bp" field, but there is no value in this field - which means there is nothing to look for in the directory.
[quote]
Legeza Vyacheslav Valerianovich wrote:
Please explain how the action works
[/quote]
Takes a value from the specified "Search by value from the field:" field and searches for a record with this value in the selected lookup by the "Search by lookup field:" field, and then copies the selected fields from the process fields into the lookup fields.
You have selected the "Recipient's address.bp" field, but there is no value in this field - which means there is nothing to look for in the directory.
Legeza Vyacheslav Valerianovich wrote: Please explain how the action works
Takes a value from the specified "Search by value from the field:" field and searches for a record with this value in the selected lookup by the "Search by lookup field:" field, and then copies the selected fields from the process fields into the lookup fields. You have selected the "Recipient's address.bp" field, but there is no value in this field - which means there is nothing to look for in the directory.
it doesn't work the way you described. here is the value in the field of the process by which we are looking
here in the directory the same value in the corresponding field
here is the action setting
in the directory the value from the process field
does not appear
[quote]
Tyndyk Maxim Vadimovich
Administrator wrote:
[quote]
Legeza Vyacheslav Valerianovich wrote:
Please explain how the action works
[/quote]
Takes a value from the specified "Search by value from the field:" field and searches for a record with this value in the selected lookup by the "Search by lookup field:" field, and then copies the selected fields from the process fields into the lookup fields.
You have selected the "Recipient's address.bp" field, but there is no value in this field - which means there is nothing to look for in the directory.
[/quote]
it doesn't work the way you described.
here is the value in the field of the process by which we are looking
[file]3404[/file]
here in the directory the same value in the corresponding field
[file]3405[/file]
here is the action setting
[file]3406[/file]
in the directory the value from the process field
[file]3407[/file]
does not appear
[file]3408[/file]
Legeza Vyacheslav Valerianovich wrote: Please explain how the action works
Takes a value from the specified "Search by value from the field:" field and searches for a record with this value in the selected lookup by the "Search by lookup field:" field, and then copies the selected fields from the process fields into the lookup fields. You have selected the "Recipient's address.bp" field, but there is no value in this field - which means there is nothing to look for in the directory.
it doesn't work the way you described. here is the value in the field of the process by which we are looking
here in the directory the same value in the corresponding field
here is the action setting
in the directory the value from the process field
does not appear
[quote]
Tyndyk Maxim Vadimovich
Administrator wrote:
[quote]
Legeza Vyacheslav Valerianovich wrote:
Please explain how the action works
[/quote]
Takes a value from the specified "Search by value from the field:" field and searches for a record with this value in the selected lookup by the "Search by lookup field:" field, and then copies the selected fields from the process fields into the lookup fields.
You have selected the "Recipient's address.bp" field, but there is no value in this field - which means there is nothing to look for in the directory.
[/quote]
it doesn't work the way you described.
here is the value in the field of the process by which we are looking
[file]3409[/file]
here in the directory the same value in the corresponding field
[file]3410[/file]
here is the action setting
[file]3411[/file]
in the directory the value from the process field
[file]3412[/file]
does not appear
[file]3413[/file]
Tyndyk Maxim Vadimovich Administrator wrote: You selected the field "Recipient's address.bp" in the action, but filled in the "Customer's address.bp" in the order - does it bother you?
kapets... Thanks
[quote]
Tyndyk Maxim Vadimovich
Administrator wrote:
You selected the field "Recipient's address.bp" in the action, but filled in the "Customer's address.bp" in the order - does it bother you?
[/quote]
kapets...
Thanks
Please join the conversation. If you have something to say - please write a comment. You will need a mobile phone and an SMS code for identification to enter.
Log in and comment
Donate
You don't have enough funds in your account Top up