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Is it possible in the system to control the processes that enter the funnel in such a way that the value of the field (or additional or contact field) is checked not with a specific value, but with the value of the fields (or additional fields or contact fields) of similar processes in the funnel?
For example, there is already a process in the funnel in which the order number (conditional additional field) is equal to 112-4964540-1202615, and another process has entered the system that has the same order number 112-4964540-1202615. And it is necessary that this second process moves to a certain stage.
Original question is available on version: ua

Answers:

You can prevent the second process from filling the field with the value "112-4964540-1202615" at all. When editing an additional field, you can specify that its value is unique, if you do this - when writing in the additional field a value that is already in the additional field, another process will receive an error
27.02.2023, 14:27
Original comment available on version: ru


.dev
OneBox production wrote:
You can prevent the second process from filling the field with "112-4964540-1202615" at all. When editing an additional field, it is possible to indicate that its value is unique, if this is done - when writing a value in the additional field that is already in the additional field, an error will be issued in another process

These repetitions are also needed in the system, because it will also be worked on, so they need to be created, but simply reset all in one stage
27.02.2023, 14:50
Original comment available on version: ua

Try using the action at the stage "Find a sub-process with a given business process and stage and change its business process and stage" with the selection of the necessary conditions and the checkbox "Search in all processes"
27.02.2023, 15:52
Original comment available on version: ru



.dev

OneBox production wrote:

Try using the action on the step "Find a sub-process with a given business process and stage and change its business process and stage" with the selection of the necessary conditions and the check box "Search by all processes"



I'm sorry, I didn't understand how to fill this action correctly.
27.02.2023, 17:24
Original comment available on version: ua



Oksana Oksana Oksana wrote:



.dev

OneBox production wrote:

Try using the action on the step "Find a sub-process with a given business process and stage and change its business process and stage" with the selection of the necessary conditions and the check box "Search by all processes"



I'm sorry, I didn't understand how to fill this action correctly.



I'm sorry, it turned out that I filled it correctly, everything works, thanks for the advice
27.02.2023, 18:04
Original comment available on version: ua


Oksana Oksana Oksana wrote:
filled in

Oksana? Is it Oksana for sure?))
27.02.2023, 20:50
Original comment available on version: ua


.dev
OneBox production wrote:

Oksana Oksana Oksana wrote:
filled in

Oksana? Is it Oksana for sure?))

Instead of Oksana, it is not Oksana who is sorting it out) They protested this action, after all, it does not work as it should. More precisely, it does the exact opposite. It is necessary that the stage that came second should be transferred to the corresponding stage. And it turns out that this action leaves the new stage where it was, and transfers the one already in the system to the stage. Is it possible to configure this action to do the opposite? Is there any other action for this?
01.03.2023, 14:19
Original comment available on version: ua

[/quote]
It is necessary that the process that came second should be transferred to the appropriate stage. And it turns out that this action leaves the new process where it was, and moves the one already in the system to the stage. Is it possible to configure this action to do the opposite? Is there any other action for this?
[/quote]
I wrote it a little wrong)
01.03.2023, 14:21
Original comment available on version: ua

In the action there is a setting "After a successful ending - switch the stage to:" you can change the stage of the found BP to some kind of "intermediate" then return it back and change the stage of the current one using this action. It's a crutch, but it will work. If without a crutch, then you need to slightly modify the action so that if the process finds it, do not touch it, but only switch the current one, there may be other actions that do this, for example:
"Check for the presence of the value of the additional field of the current process in other processes", you can check and write the value in the additional field, and then, with the next action, check for the presence of a value in the field and switch to the desired stage if it exists or is filled in somehow in a special way.
There are a lot of actions in boxing, they can do almost everything, try to search by keywords, such as "find" "switch" and so on
01.03.2023, 14:26
Original comment available on version: ru


.dev
OneBox production wrote:
The action has a setting "After successful execution of the action - switch the phase to:" you can change the phase of the found PSU to some "intermediate" one, then go back and change the phase of the current one using this action. It's a crutch, but it will work. If there is no crutch, then you need to refine the action a little so that if it finds a process, do not touch it, but only switch the current one, maybe there are other actions that do this, for example:
"Check for the presence of the value of the additional field of the current process in other processes", you can check and write the value in the additional field, and then with the next action check the presence of the value in the field and switch to the required stage if it is present or filled in some special way.
There are a lot of actions in boxing, they can do almost everything, try to search by keywords, such as "find", "switch", etc.

thank you very much, "Check for the value of the current process's optional field in other processes" is just what you need.
01.03.2023, 15:15
Original comment available on version: ua

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