The action specifies the period "Month" and pulls the value from the additional field https://prnt.sc/10cyugz
Process Example
https://filterspoints.crm-onebox.com/admin/customorder/order/73/edit/
The field is filled https://prnt.sc/10cyvc1but switches to the stage after 1 minute, not after a month
The "Set stage date" action does not switch the process, but sets the stage date according to which the notification will be added to the process. The fact that you have specified another action for switching the stage at the end of the deadline - so here it works according to the specified deadline 0.
[quote]
The field is filled https://prnt.sc/10cyvc1but switches to the stage after 1 minute, not after a month
[/quote]
The "Set stage date" action does not switch the process, but sets the stage date according to which the notification will be added to the process.
The fact that you have specified another action for switching the stage at the end of the deadline - so here it works according to the specified deadline 0.
The "Set stage date" action does not switch the process, but sets the stage date according to which the notification will be added to the process. The fact that you have specified another action for switching the stage at the end of the deadline - so here it works according to the specified deadline 0.
The first action sets the stage duration to 1 month. At least that's how it should be. Only here 0 this one cannot be removed https://take.ms/ztOMA it reappears after saving
[quote]
Tyndyk Maxim Vadimovich
Administrator wrote:
[quote]
The field is filled https://prnt.sc/10cyvc1but switches to the stage after 1 minute, not after a month
[/quote]
The "Set stage date" action does not switch the process, but sets the stage date according to which the notification will be added to the process.
The fact that you have specified another action for switching the stage at the end of the deadline - so here it works according to the specified deadline 0.
[/quote]
The first action sets the stage duration to 1 month. At least that's how it should be. Only here 0 this one cannot be removed https://take.ms/ztOMA it reappears after saving
The first action sets the stage duration to 1 month. At least that's how it should be. Only here 0 this one cannot be removed https://take.ms/ztOMA it reappears after saving
It's not quite the way you imagine it to be. The term of the stage cannot be set, because the stage as an entity refers to all processes, and in your case we are talking about the 1st process - in fact, within the framework of the 1st process, the action executes its main logic - adds notifications about being at the stage of a specific process over the date difference relative to the selected additional fields. If you want to switch a process step based on an individual deadline, you need to do the same setup in the step switch action. This revision will take 2 hours.
[quote]
The first action sets the stage duration to 1 month. At least that's how it should be. Only here 0 this one cannot be removed https://take.ms/ztOMA it reappears after saving
[/quote]
It's not quite the way you imagine it to be.
The term of the stage cannot be set, because the stage as an entity refers to all processes, and in your case we are talking about the 1st process - in fact, within the framework of the 1st process, the action executes its main logic - adds notifications about being at the stage of a specific process over the date difference relative to the selected additional fields.
If you want to switch a process step based on an individual deadline, you need to do the same setup in the step switch action. This revision will take 2 hours.
Tyndyk Maxim Vadimovich Administrator wrote: It's not quite the way you imagine it to be. The term of the stage cannot be set, because the stage as an entity refers to all processes, and in your case we are talking about the 1st process - in fact, within the framework of the 1st process, the action executes its main logic - adds notifications about being at the stage of a specific process over the date difference relative to the selected additional fields. If you want to switch a process step based on an individual deadline, you need to do the same setup in the step switch action. This revision will take 2 hours.
But can you still do it so that the stage time is set from an additional field, and you can remove that 0 in the settings? It will be more clear
I think [quote]
Tyndyk Maxim Vadimovich
Administrator wrote:
It's not quite the way you imagine it to be.
The term of the stage cannot be set, because the stage as an entity refers to all processes, and in your case we are talking about the 1st process - in fact, within the framework of the 1st process, the action executes its main logic - adds notifications about being at the stage of a specific process over the date difference relative to the selected additional fields.
If you want to switch a process step based on an individual deadline, you need to do the same setup in the step switch action. This revision will take 2 hours.
[/quote]
But can you still do it so that the stage time is set from an additional field, and you can remove that 0 in the settings? It will be more clear
But can you still do it so that the stage time is set from an additional field, and you can remove that 0 in the settings? It will be more clear
In this action, no way. I repeat once more and that's it - the action "Set stage deadline" is intended for adding a comment about the expiration of the stage. Switching occurs by another action, for which the stage duration is set to 0, and it is IMPOSSIBLE to set the duration for the stage by an additional process field OUTSIDE of this action.
[quote]
But can you still do it so that the stage time is set from an additional field, and you can remove that 0 in the settings? It will be more clear
[/quote]
In this action, no way.
I repeat once more and that's it - the action "Set stage deadline" is intended for adding a comment about the expiration of the stage. Switching occurs by another action, for which the stage duration is set to 0, and it is IMPOSSIBLE to set the duration for the stage by an additional process field OUTSIDE of this action.
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