Switch responsible person depending on the stage
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The process was transferred to stage X, here I need to change the person in charge to the employee of the specified role in Y hours. At the same time, without switching the process to another stage, so that it remains at the same stage.
Tell me how you can do it.
Original question is available on version: ru
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
The process was transferred to stage X, here I need to change the person in charge to the employee of the specified role in Y hours. At the same time, without switching the process to another stage, so that it remains at the same stage.
Tell me how you can do it.
Answers:
As an example - there is an action "Change responsible if the stage has expired" - you need to set the process scheduling date (+Y hours from the moment of switching, or the current one and specify +Y * 60 minutes in the action) - and then switch the responsible with this action ( it runs once an hour).
Or make a setting in this action so that it works when the stage time (set by another action "Set stage time") has expired - this is a refinement of 1 hour
Or make a setting in this action so that it works when the stage time (set by another action "Set stage time") has expired - this is a refinement of 1 hour
05.08.2021, 14:09
Original comment available on version: ru
Tyndyk Maxim Vadimovich
OneBox production wrote:
As an example - there is an action "Change responsible if the stage has expired" - you need to set the process scheduling date (+Y hours from the moment of switching, or the current one and specify +Y * 60 minutes in the action) - and then switch the responsible with this action ( it runs once an hour).
Or make a setting in this action so that it works when the stage time (set by another action "Set stage time") has expired - this is a refinement of 1 hour
This action switches to a specific responsible, and we need to change the responsible to an employee of the specified role
05.08.2021, 14:13
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
Original comment available on version: ru
This action switches to a specific responsible, and we need to change the responsible to an employee of the specified role
Then I can offer to develop a new action that worked when the stage time (set by another action "Set stage time") expired - in fact, it will select either a specific responsible or a random employee of the specified role - such an action will take 3 hours
Or add a role selector to the action "Change responsible if the stage has expired" to randomly select the responsible - this is 1 hour
05.08.2021, 14:27
Original comment available on version: ru
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