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https://rozpakui.crm-onebox.com/admin/shop/source/
There is a source and it has sub-sources
A subsource is written in the process, I need to pull the parent source
Please tell me how to do it
Original question is available on version: ru https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор

Answers:


A subsource is written in the process, I need to pull the parent source
Please tell me how to do it

If I'm not mistaken, there is no such action.
02.08.2021, 14:19
Original comment available on version: ru


Tyndyk Maxim Vadimovich
OneBox production wrote:

A subsource is written in the process, I need to pull the parent source
Please tell me how to do it

If I'm not mistaken, there is no such action.

And how long will it take to finalize into some kind of action?
02.08.2021, 14:26
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор Original comment available on version: ru


And how long will it take to finalize into some kind of action?

What do you need to do with it after? Change in the process, assign to the client or write down the id / name somewhere?
02.08.2021, 14:40
Original comment available on version: ru


Tyndyk Maxim Vadimovich
OneBox production wrote:

And how long will it take to finalize into some kind of action?

What do you need to do with it after? Change in the process, assign to the client or write down the id / name somewhere?

There is a stage https://rozpakui.crm-onebox.com/admin/shop/workflowstatus/141/action/new/
60+ actions are configured here Switch responsible depending on the role
And in action we are on additional. set the condition to the source field
We want to simplify so that there are not 60 actions, but 10, that is, check exactly against the parent source, and not the subsource. To do this, I need to write the parent source in the field
02.08.2021, 14:44
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор Original comment available on version: ru

By what action do you write the value of the source in the additional field?
02.08.2021, 14:51
Original comment available on version: ru


Tyndyk Maxim Vadimovich
OneBox production wrote:
By what action do you write the value of the source in the additional field?

We pull it from the directory along the call line, and then we write it down in the Process Source system field.
02.08.2021, 14:54
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор Original comment available on version: ru

Your screenshot shows that the additional field "Source from the directory" is being checked - where do you write it down?
02.08.2021, 15:11
Original comment available on version: ru


At the same stage, we pull from the directory to this field
02.08.2021, 16:02
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор Original comment available on version: ru

Well, ideally, you would write it in the Process Source (and not an additional field), and then you can do an action that, according to the process source, will get its parent (or if it does not exist, then the current one) and write it to the specified additional field.
02.08.2021, 16:05
Original comment available on version: ru


Tyndyk Maxim Vadimovich
OneBox production wrote:
Well, ideally, you would write it in the Process Source (and not an additional field), and then you can do an action that, according to the process source, will get its parent (or if it does not exist, then the current one) and write it to the specified additional field.

Yes, that is right. I write in add. field, and then with add. I copy the fields in the Source field of the process, that is, in this field the value will also be
02.08.2021, 16:08
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор Original comment available on version: ru

Well, then the development of a separate action will take 2 hours.
Well, either in some action to make a variable - similar in time.
02.08.2021, 16:10
Original comment available on version: ru

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