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List of related questions and answers «Workflows»

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8 replies
OneBox CORP
OneBox Corp - Інтегратор
Personal license
22.09.2021, 21:22
Creation of TTN when moving to the stage from mass changes - invoices are created if an error occurs
Order example https://crm.stylesalon.com.ua/admin/customorder/order/33694/edit/ TTN was created from the list of processes But for this process, 6...
10 replies
Export statistics
Please tell me how to automatically export sales statistics daily for subsequent work with these reports in Power BI or Data Studio. So far I have ...
7 replies
22.09.2021, 11:53
OS - Email active/inactive
We have a problem that we do not know how to solve. As a rule, we send letters to counterparties from the comments feed. Some employees have adde...
1 answer
Action Switch stage when stage expires does not work
On the BP stage, the action Set stage due date and Switch stage on stage expiration are configured. But the stage is not switched when the stage ex...
action work
Good afternoon. In the business process step: https://onebox.spacehall.com.ua/admin/shop/workflowstatus/534/action/new/ I reserve products and also...
10 replies
21.09.2021, 16:12
setting a different display of the process table for several stages of the process
I go to the process group, the process table is set up like this http://joxi.ru/52apxnYTg5kpbm, I select one process Payment message http://joxi.ru...
12 replies
21.09.2021, 12:15
I am not getting utm tags in the process using the Add UTM tags action based on an incoming process client call
Good afternoon. Process https://crm.ohrana.ua/admin/customorder/zakaz-klienta/1901915/edit/, when clicking on the procedure https://crm.ohrana.ua/a...
3 answer
20.09.2021, 17:54
OS - OneBox does not perform actions in BP stages
Continuing the topic https://crm-onebox.com/en/support/other/8048-bag-s-etapami--ne-otobrazhayutsya-v... The problem reappea...
7 replies
20.09.2021, 11:46
values disappear when editing process table
Good afternoon. Values from the table disappear, I attach the video, the process for checking https://crm.hlr.ua/admin/customorder/fokus---brendi/3...
6 replies
20.09.2021, 11:31
Action "create payment" without access rights
Here monoshop.crm-onebox.com Need to improve the "create payment" action check the box to ignore access rights when making a payment. Th...