Improvement for the action "Create a process by subsidiaries of the process client"
Good afternoon!
Please help me find a solution and calculate the cost for implementation.
On the procedure I use the action "Create a process by subsidiaries of the process client".
Now it works as follows: when you click on a procedure, as many sub-processes will be created for the parent process - as many sub-processes the holding has. That is, if there are 2 companies in the holding, then 1 process will be created in each company, and the holding will receive 2 sub-processes (Karting No. 1).
Another example: if a holding has 10 companies, then 1 process is created for each of these companies, and they also make up 10 sub-processes for this holding.
What do you need? You need to create only 1 sub-process and only for 1 selected/defined company. The choice should be desirable, the choice should be made in the process / order / task window itself, and not in the settings.
Original question is available on version: ru
Please help me find a solution and calculate the cost for implementation.
On the procedure I use the action "Create a process by subsidiaries of the process client".
Now it works as follows: when you click on a procedure, as many sub-processes will be created for the parent process - as many sub-processes the holding has. That is, if there are 2 companies in the holding, then 1 process will be created in each company, and the holding will receive 2 sub-processes (Karting No. 1).
Another example: if a holding has 10 companies, then 1 process is created for each of these companies, and they also make up 10 sub-processes for this holding.
What do you need? You need to create only 1 sub-process and only for 1 selected/defined company. The choice should be desirable, the choice should be made in the process / order / task window itself, and not in the settings.
Answers:
Yurchenko Roman Sergeevich wrote:
Please help me find a solution and calculate the cost for implementation.
Are you expecting a response from integrators? Or maybe discuss how you would like to implement it for further evaluation?
Perhaps it would be suitable for you to somehow make a choice in the company structure block, which you write in an additional process field (contact directory), and create a subprocess for the client from this field?
04.06.2021, 15:35
Original comment available on version: ru
Tyndyk Maxim Vadimovich wrote:
Are you expecting a response from integrators? Or maybe discuss how you would like to implement it for further evaluation?
Maxim, the question was created for OneBox developers. Integrators are unlikely to be able to help here.
Tyndyk Maxim Vadimovich wrote:
Perhaps it would be suitable for you to somehow make a choice in the company structure block, which you write in an additional process field (contact directory), and create a subprocess for the client from this field?
Yes, if it is possible to select a company in the "Holding structure" block and create a sub-process through a procedure/stage for the selected company, that will be great. Can you calculate such an implementation?
04.06.2021, 19:35
Original comment available on version: ru
So we need to improve:
1. in the block, the ability to select with a tick which contact from the structure, when saving, write to the additional field of the process specified in the settings - revision 3 hours
2. for example, in the action "Create a subprocess" (or any other that you need, specify the name) setting the client selection from the additional field of the current process - 1h
1. in the block, the ability to select with a tick which contact from the structure, when saving, write to the additional field of the process specified in the settings - revision 3 hours
2. for example, in the action "Create a subprocess" (or any other that you need, specify the name) setting the client selection from the additional field of the current process - 1h
07.06.2021, 15:31
Original comment available on version: ru
Tyndyk Maxim Vadimovich wrote:
Yes, if it is possible to select a company in the "Holding structure" block and create a sub-process through a procedure/stage for the selected company, that will be great. Can you calculate such an implementation?
Yes, that suits. Submit an invoice.
Tyndyk Maxim Vadimovich wrote:
(or whatever you want, please provide a name)
Now I use the action "Create a process by subsidiaries of the process client".
07.06.2021, 16:11
Original comment available on version: ru
Tyndyk Maxim Vadimovich wrote:
1. in the block, the ability to select with a tick which contact from the structure, when saving, write to the additional field of the process specified in the settings - revision 3 hours
Maksim,
Another clarifying question arose: in cases of implementation, if there is only one company in the holding, will it still need to be ticked, or will the tick be by default in such cases?
09.06.2021, 12:01
Original comment available on version: ru
in cases of implementation, if there is only one company in the holding, will the checkbox still need to be ticked or in such cases the tick will be by default?
I suggested recording the selected company in an additional field - you will need to specify
but in action, you can make it so that if the additional field is empty (that is, you did not choose from 1 company), then create for all companies (that is, 1)
09.06.2021, 15:32
Original comment available on version: ru
Tyndyk Maxim Vadimovich wrote:
in cases of implementation, if there is only one company in the holding, will the checkbox still need to be ticked or in such cases the tick will be by default?
I suggested recording the selected company in an additional field - you will need to specify
but in action, you can make it so that if the additional field is empty (that is, you did not choose from 1 company), then create for all companies (that is, 1)
Excellent thank you
10.06.2021, 15:25
Original comment available on version: ru
1. Added the setting "Display the ability to select a company to write to the specified additional field" in the block of the structure of the holding company of the process client
2. added the setting "Create a task for the holding company specified in the additional field (if not specified, it will create for all companies)" to the action "Create a process for subsidiaries of the process client"
2. added the setting "Create a task for the holding company specified in the additional field (if not specified, it will create for all companies)" to the action "Create a process for subsidiaries of the process client"
11.06.2021, 15:18
Original comment available on version: ru
Tyndyk Maxim Vadimovich wrote:
1. Added the setting "Display the ability to select a company to write to the specified additional field" in the block of the structure of the holding company of the process client
2. added the setting "Create a task for the holding company specified in the additional field (if not specified, it will create for all companies)" to the action "Create a process for subsidiaries of the process client"
Maxim, everything works.
Thank you!
11.06.2021, 17:58
Original comment available on version: ru
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
Copyright © OneBox 2024
