Action: Send the document to the Network partner
2023-05-17 17:20:42
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Please explain how this action works, as I do not understand its logic.
How did:
There is a task that was synchronized with the Client's box, using the Send process to a Network partner action
Everything is OK, the task is synchronized according to the settings
Now the goal is to create an invoice in this task and send this document to the Client so that he gets into the previously created task.
I use the action Send a document to a Network partner with the settings as on the screen
But when I run the action, I don't get any visible result.
I expected the document to be transferred because I use templates with the same names.
What should be done to get the desired result?
Original question is available on version: ua
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How did:
There is a task that was synchronized with the Client's box, using the Send process to a Network partner action
Everything is OK, the task is synchronized according to the settings
Now the goal is to create an invoice in this task and send this document to the Client so that he gets into the previously created task.
I use the action Send a document to a Network partner with the settings as on the screen
But when I run the action, I don't get any visible result.
I expected the document to be transferred because I use templates with the same names.
What should be done to get the desired result?
Answers:
Congratulations!
You need to enter the OneBox Network application from the recipient's Onebox, select the sender's company, that is, your company.
And configure the interaction https://tppr.me/HGPC6, and in the menu that opens, select https://tppr.me/N9U2h
With such settings, the following will happen in the recipient's CRM: when you transfer a document from your CRM to the recipient's CRM, the selected business process will be created with the attached document file.
You need to enter the OneBox Network application from the recipient's Onebox, select the sender's company, that is, your company.
And configure the interaction https://tppr.me/HGPC6, and in the menu that opens, select https://tppr.me/N9U2h
With such settings, the following will happen in the recipient's CRM: when you transfer a document from your CRM to the recipient's CRM, the selected business process will be created with the attached document file.
18.05.2023, 11:31
Original comment available on version: ua
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Bohdan Alexandrovych Luts
VANBOX CORP wrote:
Congratulations!
You need to enter the OneBox Network application from the recipient's Onebox, select the sender's company, that is, your company.
And configure the interaction https://tppr.me/HGPC6, and in the menu that opens, select https://tppr.me/N9U2h
With such settings, the following will happen in the recipient's CRM: when you transfer a document from your CRM to the recipient's CRM, the selected business process will be created with the attached document file.
I immediately made such settings
but even that doesn't work
although according to the logic of business processes, it would not be necessary to set a separate task, if there is already one, where the document was created and synchronization took place according to it
but it's still more of a question for the developers, because they most likely used a simpler logic, as you wrote
18.05.2023, 12:02
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Original comment available on version: ua
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