List of related questions and answers «Workflows»
5 replies
14.07.2021, 01:27
For blocks "Payments" and "List of documents" make it possible to customize the table (columns) that should be displayed in th...
The lookup field is not filled in by the action Fill in an additional process or client field based on the lookup
Good morning! There is a NP directory, when two fields City and Department are filled in with the action "Fill in an additional field of the p...
Evaluate refinement in contact process
Good morning. Please evaluate the refinement of the process interface block Process Contacts http://joxi.ru/vAW8dlZTBaplLr, 1. it is necessary to a...
14 replies
10.07.2021, 01:13
When deleting, a text is written that it can be restored How to do it and is it possible? Since I know that if you open it by link, then there are...
The action Calculate and write the value to the additional field does not work if the conditions are met
There is an action https://optmaster.crm-onebox.com/admin/shop/workflowstatus/156/action/new/ It is configured to check the value of the additional...
3 answer
09.07.2021, 13:28
Now, on the stages settings in Business Processes, it is possible to copy actions . Please add the ability to copy the action, but with the settin...
Updating product fields in the table when importing through the process products loading block
Good afternoon, you need to add a checkmark in the "Process Products Loading Block" settings "If the product is already in the proce...
1 answer
08.07.2021, 09:08
I go to Orders. I click "Create a process", fill in the data and when saving an error - "An error occurred". Regardless of the ...
Switch stage when opening from calendar
Good afternoon! https://crm.hlr.ua/ Some employees have a problem in switching process stages for a long time, after a long search for the reason, ...
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