Default Client for Business Processes
Please tell me how to configure so that all new business processes are assigned one client by default, for example "Retail customer"
Original question is available on version: ru
Answers:
you can set the action - at the initial stage of the BP, and either in the drop-down list select the contact which to set as the client of the process - https://prnt.sc/10cun3s , or in the Value field specify the contact id - https: //prnt.sc/10cunws
04.03.2021, 12:56
Original comment available on version: ru
Mulach Marina Anatolievna
Employee wrote:
you can set the action - at the initial stage of the BP, and either in the drop-down list select the contact which to set as the client of the process - https://prnt.sc/10cun3s , or in the Value field specify the contact id - https: //prnt.sc/10cunws
Thanks a lot, helped a lot!
04.03.2021, 13:14
Original comment available on version: ru
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