Removing a product process
An action is needed that, when moving from process to process, would delete products with the selected additional features in the parent process. process product fields (if the value of the additional process product field = the desired value)
Example: https://datapoint.center/admin/customorder/lead/2501009/edit/
when the manager clicks on the order status, there is a transition to the BP order in the pre-order status,
and at this moment, so that in the parent process, goods with the sign of add. fields , which we select in advance in the action
Please advise how to do it
Original question is available on version: ru
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
Example: https://datapoint.center/admin/customorder/lead/2501009/edit/
when the manager clicks on the order status, there is a transition to the BP order in the pre-order status,
and at this moment, so that in the parent process, goods with the sign of add. fields , which we select in advance in the action
Please advise how to do it
Answers:
if I understood everything correctly, then you can create some kind of procedure when you click, and we hang actions on it:
1. calculate and write down if the conditions are met (if the additional fields of the process product = the desired value, write in the additional field of the process product 1 or the amount of the product, if not fulfilled - 0)
2. Copy the fields of the process product (copy the additional field that was calculated by the previous action in the Select field)
3. Delete all process products based on the selected ones (delete all but the selected ones)
at the subprocess stage, set the action Run procedure with the checkbox "Find the parent process in the specified business process and run the specified procedure for it" or "Find the process in the entire tree in the specified business process and status and run the specified procedure for it"
1. calculate and write down if the conditions are met (if the additional fields of the process product = the desired value, write in the additional field of the process product 1 or the amount of the product, if not fulfilled - 0)
2. Copy the fields of the process product (copy the additional field that was calculated by the previous action in the Select field)
3. Delete all process products based on the selected ones (delete all but the selected ones)
at the subprocess stage, set the action Run procedure with the checkbox "Find the parent process in the specified business process and run the specified procedure for it" or "Find the process in the entire tree in the specified business process and status and run the specified procedure for it"
04.08.2022, 21:27
Original comment available on version: ru
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