List of related questions and answers «Workflows»
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...
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...
transition error
https://crm.mama.travel/admin/customorder/order/112191/edit/ an error occurred when moving to the next step ("payment confirmation") the ...
There are no settings for one checkout
I have several checkouts. Each for a separate legal entity. In access rights, all cash registers have a setting, but one cash register does not. Is...
Not working
This action does not jump to the desired stage. Here is the link to order https://feshemebel.crm-onebox.com/admin/customorder/zamovlennya-postachal...
OS - Comment Feed
There are a couple of suggestions for optimizing the comment feed interface: 1. Combine text input with function buttons into one visual block. 2....
Does not translate the order into a business process
https://gadgetopt.crm-onebox.com/admin/customorder/order/222224/edit/ According to the UE, it does not transfer the order to Sold by Drop Ukr Pocht...
Workflow interface
Suggestions for optimizing the interface. 1. In the constructor, actions and interface editor, add breadcrumbs and move the stage selection higher ...
Undo action
Since Box now saves everything without pressing a save button, it would be very convenient and functional to add a "undo" or "back/f...
Fields from parent BP are not copied
Good afternoon. At a certain stage of the BP, a subtask (subprocess) is created, but the values of not all fields are copied into similar fields of...
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