Display the customer's preferred delivery and payment methods on the customer's card

Or, how much would it cost to upgrade to bring the methods directly to the card?

[quote] Legeza Vyacheslav Valerianovych iCOLOR OneBox (FOP LEGEZA VIACHESLAV VALERIANOVYCH) wrote: There is a task to record in the Client's card the methods of delivery and payment that the Client has chosen and which he prefers. This is necessary in order to automate the solving of problems by processes when we create them by hand, for example. Tried to display system fields in the Client's card that would be associated with standard system applications: - Delivery methods; - Payment methods. It seemed impossible to do this. Made appropriate additional contact card fields. But when it came to copying the values from these fields into the process, I reached a dead end again. Because the actions I planned to use do not allow copying. 1. Copy the value of the additional field of the contact to the additional field of the process everything is fine with this one, we can transfer the necessary values from the contact card to the process. 2. Copy process fields There is no option to copy values from additional process fields to process fields: - Method of delivery; - Payment method, to use them further to automate transitions. What solution do you offer? Will it be necessary to modify it to display the necessary variables in the settings of the Copy process field action. Then how much will the renovation cost? [/quote] Data can be transferred by the action "Fill in the process or contact field" There is a "delivery method"

[quote] Olesya Morozova Olmonic - FOP MOROZOVA O.P. wrote: Data can be transferred by the action "Fill in the process or contact field" There is a "delivery method" [/quote] thank you indeed yes, but an additional question arises, what format the variable should be as written in the action, used a variable for correspondence in the following format: {|$customorder_UNISposoboplatibp|} screenshot 1321 but nothing in the process has changed, although the value is there in the contact card screens 1322 and 1323 [file]17406[/file] [file]17407[/file]

[quote] Legeza Vyacheslav Valerianovych iCOLOR OneBox (FOP LEGEZA VIACHESLAV VALERIANOVYCH) wrote: [quote] Olesya Morozova Olmonic - FOP MOROZOVA O.P. wrote: Data can be transferred by the action "Fill in the process or contact field" There is a "delivery method" [/quote] thank you indeed yes, but an additional question arises, what format the variable should be as written in the action, used a variable for correspondence in the following format: {|$customorder_UNISposoboplatibp|} screenshot 1321 but nothing in the process has changed, although the value is there in the contact card screens 1322 and 1323 [file]17406[/file] [file]17407[/file] [/quote] In the payment methods, is there such a method specified in the contact card? Variable from the directory of variables. Should work in your case.

[quote] Olesya Morozova Olmonic - FOP MOROZOVA O.P. wrote: In the payment methods, is there such a method specified in the contact card? [/quote] the names match but no action fires to update the value from the card to the process chest 1324 action setting on chest 1325 [file]17435[/file] [file]17436[/file]

to fill in the system fields Method of payment and Method of delivery, you need to write down their IDs in the order. i.e. a reference book is needed

[quote] Olesya Morozova Olmonic - FOP MOROZOVA O.P. wrote: Look at the settings of other procedures. Maybe there is an action that does not work. The video showed that the field from the card fills the field in the process https://www.screencast.com/t/cj2MEd39T1 [/quote] Hooray! everything worked out at last I hacked and instead of the variable from the additional field of the contact card, I pulled the variable from the additional field of the process Olesya, thank you very much!

[quote] Yaryna The integrator wrote: to fill in the system fields Method of payment and Method of delivery, you need to write down their IDs in the order. i.e. a reference book is needed [/quote] no, it is not necessary to do so I used the values in the settings of an additional field with a drop-down list type in which I wrote possible values that match the names of the system values that I record in the applications: Payment and delivery methods