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List of related questions and answers «Workflows»

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Category
5 replies
27.06.2021, 15:10
Process sorting by status not working
In the business process table, status sorting by the sort index, which is set in the business process designer, does not work. It can be seen on th...
Action
the action "Find a sub-process with a given business process and stage and change its business process and stage" does not work verificat...
7 replies
Клиент
25.06.2021, 12:05
copy comment
good afternoon. What action can be used to copy the last comment into the process description? I tried using the {|$lastordercomment|} variable to ...
2 answer
Sort business processes by latest event
Tell me how to make business processes for example, leads display type List sorted by the date of the last Call, Comment, Transition to the stage T...
it is not possible to change the purchase price of the goods
tried to change the "incoming price" field manually, then by copying at the stage, then by using the procedure on click as a result, it w...
1 answer
24.06.2021, 11:41
Copy action. process product fields
http://crm.mebelok.com/ There is an action to copy additional. process product fields to another process You can select additional a process field...
1 answer
23.06.2021, 18:26
OS - PSU groups
Since the names of the groups are precisely defined, maybe it makes sense to immediately make a drop-down list with existing groups in the filter?
5 replies
21.06.2021, 10:49
Process numbers - how they work
There was such a nuance: Our partners' erp system in which they work maintains order numbers with numbering as in Box #12345 (lattice + number)...
1 answer
18.06.2021, 23:48
automatic closing of the order
The client makes an order over the phone and asks to pay by card. The employee sends the card number to the client. How can I achieve automatic clo...
3 answer
18.06.2021, 23:20
sms template
To facilitate the work of the employee, the integrator created the "send card number" button. Where do you need to go to insert a templat...