Filter contacts by number of processes
Example https://datapoint.center/admin/shop/users/?filtercountorderfrom=&filtercount... &filtercdateorderto=&filtercustomUrovenklienta=&groupid=0&filtertypesex=&filtermanagerid=&filterpost=&filtersourceid=&filtercdatefrom=&filtercdateto=&filterclientid%5B%5D=&page=
I need to filter out clients who have processes in the specified statuses + specify the number of such processes from 5
There are filters, but when filtering them, the business process is not taken into account, it shows for all processes. I did not find how to filter by a specific bp
Please advise how to do
Original question is available on version: ru
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
I need to filter out clients who have processes in the specified statuses + specify the number of such processes from 5
There are filters, but when filtering them, the business process is not taken into account, it shows for all processes. I did not find how to filter by a specific bp
Please advise how to do
Answers:
Combine filter by presence of processes in BP/status + number of processes from/to ?
11.01.2022, 16:28
Original comment available on version: ru
Tyndyk Maxim Vadimovich
OneBox production wrote:
Combine filter by presence of processes in BP/status + number of processes from/to ?
Yes, we need it
11.01.2022, 16:32
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
Original comment available on version: ru
Tyndyk Maxim Vadimovich OneBox production wrote:
Combine filter by presence of processes in BP/status + number of processes from/to ?
Do you have a problem with this?
Is it possible to filter separately by BP/status AND by the number of processes from/to? Or not the same result?
13.01.2022, 15:59
Original comment available on version: ru
Tyndyk Maxim Vadimovich
OneBox production wrote:
Tyndyk Maxim Vadimovich OneBox production wrote:
Combine filter by presence of processes in BP/status + number of processes from/to ?
Do you have a problem with this?
Is it possible to filter separately by BP/status AND by the number of processes from/to? Or not the same result?
It doesn't work like that
filtered out
https://datapoint.center/admin/shop/users/?filterbdatefrom=&filterbdateto=&a... =&filtereventindatefrom=&filtereventindateto=&filtereventin=&filtereventdatefrom=&filtereventdateto=&filtercdateorderfrom=&filtercdateorderto=&filtercustomUrovenklienta=&groupid=0&filtertypesex=&filtermanagerid=&filterpost=&filtersourceid=&filtercdatefrom=&filtercdateto=&filterclientid%5B%5D=&page=
Specified the number of processes from 5
Selected status Paid in BP
Found a customer https://datapoint.center/admin/shop/users/custom/436901/order/
But in the status Paid only 2
Perhaps through some other filter it is necessary, tell me
17.01.2022, 11:50
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
Original comment available on version: ru
Korop Vladislav Pavlovich QubeSoft wrote:
Perhaps through some other filter it is necessary, tell me
No, there is no such filter.
And the filtering conditions are not very good for large amounts of data.
In theory, you can add the setting for outputting inputs Quantity from and Quantity to - to the filter "Filter by Business process and stages (there is a business process in the specified process groups)" and filter it with grouping by process client and resulting quantity - this will take about 2 hours
17.01.2022, 16:24
Original comment available on version: ru
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