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List of related questions and answers «Workflows»

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1 answer
Record call source (channel) as process source
Created a process in automation: "Unknown number detected". In it, I set the flag to "Record the source (channel) of the call as the...
2 answer
13.05.2021, 11:36
Lap switching is disabled by the stage settings.
Hello. Under the administrator, the configured actions work, but under the user, when switching to a new stage, an error occurs "Switching the...
1 answer
12.05.2021, 18:05
Advice on the action Remove all SMS from the client of the process from the queue for sending
There is an action at the stage Delete all letters from the client of the process from the queue for sending Which deletes all emails that are queu...
1 answer
11.05.2021, 14:54
Action Turn a call into a process
http://crm.mebelok.com/ Action once per minute "Turn a call into a process": If "Check for the creation of business processes" ...
How to use an action to send an SMS notification to process executors
As through a series of actions, you can send an SMS notification to the process executor, there is no such option in the standard action. There is ...
5 replies
CEO, owwa.com.ua
04.05.2021, 12:58
Partially carried out capitalization without reference to the process and problematic further sales
Good afternoon, Posting BP: https://owwa.crm-onebox.com/admin/customorder/order/13448/edit/ After transferring the process to the "Capitalized...
9 replies
"Change a process step when there are enough products in stock" action does not work
Stopped working 05/1/2021 action, process for verification #53061
1 answer
29.04.2021, 19:55
Improvement - Change the logic of working with identifiers
At the moment, the logic of working with additional fields, as far as I understand, is as follows: the additional field has the number # - the name...
1 answer
29.04.2021, 18:48
Enhancement: Finding Variables
To speed up and simplify the work with formulas, variables, and so on. We offer in all actions where it is possible to substitute variables to sear...
5 replies
29.04.2021, 15:20
Failed to transfer product from one PSU to another
There is a BP customer order with the number 19619 and a subordinate BP Assembly on it, and there is a problem. There is an action that adds goods ...