2015007731 - Added action "Import XLS/XLSX processes"
Added a new automatic action once per hour “Import XLS/XLSX processes”.
Once an hour, the action retrieves a file from the specified source. If the settings Business process, Status or To whom to assign the task are not filled in, the action is not started. If the "Skip line in file" settings are filled in and one of the conditions is met, the file line will be ignored. OneBox searches for a client by the values of the fields, opposite which there is a checkmark "Search for a client by the specified field". If the client was not found, the line is ignored and the process is not created. If the client is found, a process will be created and additional fields of the process will be filled in with values from the file
Original question is available on version: ru
Once an hour, the action retrieves a file from the specified source. If the settings Business process, Status or To whom to assign the task are not filled in, the action is not started. If the "Skip line in file" settings are filled in and one of the conditions is met, the file line will be ignored. OneBox searches for a client by the values of the fields, opposite which there is a checkmark "Search for a client by the specified field". If the client was not found, the line is ignored and the process is not created. If the client is found, a process will be created and additional fields of the process will be filled in with values from the file
Answers:
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