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Temporary Roles

We need functionality to assign positions to employees for a certain time, for example, until 02/25/21 and after that, the access rights of the role should be removed, and only the rights from the current role will remain.
How to implement it? How long will the revision take?
Оригинальный вопрос доступен на версии: ru One Bogs - One Genius

Answers:

you can make an automatic action that will remove the selected user role on a given date and assign another
4h
01.02.2021, 08:48
Оригинальный комментарий доступен на версии: ru

Суханицкий Андрей OneBox CORP
OneBox Corp - Интегратор
Personal license

Ustimenko Igor
OneBox CTO wrote:
you can make an automatic action that will remove the selected user role on a given date and assign another
4h

This is a little different, here you need to reconfigure the action for each role. We need functionality either in the contact card or in the structure. so that you can specify which role he assigned and when it should be removed from the manager. And the functionality of updating access rights is https://prnt.sc/xyq75r
01.02.2021, 11:26
One Bogs - One Genius Оригинальный комментарий доступен на версии: ru


Sukhanitsky Andrey Vladimirovich
Grove Street Family wrote:

Ustimenko Igor
OneBox CTO wrote:
you can make an automatic action that will remove the selected user role on a given date and assign another
4h

This is a little different, here you need to reconfigure the action for each role. We need functionality either in the contact card or in the structure. so that you can specify which role he assigned and when it should be removed from the manager. And the functionality of updating access rights is https://prnt.sc/xyq75r

if you make this setting, for example, for a role, then this will increase the score by 3
01.02.2021, 12:51
Оригинальный комментарий доступен на версии: ru

Суханицкий Андрей OneBox CORP
OneBox Corp - Интегратор
Personal license

Ustimenko Igor
OneBox CTO wrote:
if you make this setting, for example, for a role, then this will increase the score by 3

Doing an action in automation is not a solution, it is not for the convenience of the user.
Can be done even through the process, but there is no adequate action to fill in the multi box or what type of field does the position have?
That is, here you can do in the action of writing the value in the contact field, so that it searches only for the value that is indicated in the process field and only removes it or adds it to the position.
Thus, in the process we set the date, we set the condition for switching by date. First, in the additional field, select the role and assign this action, specify the date. When the date comes, we switch to another status, where we take the value from the additional field and remove it in the position field, leave the rest.
Everything.
Can be done?
01.02.2021, 13:08
One Bogs - One Genius Оригинальный комментарий доступен на версии: ru


Sukhanitsky Andrey Vladimirovich
Grove Street Family wrote:

Ustimenko Igor
OneBox CTO wrote:
if you make this setting, for example, for a role, then this will increase the score by 3

Doing an action in automation is not a solution, it is not for the convenience of the user.
Can be done even through the process, but there is no adequate action to fill in the multi box or what type of field does the position have?
That is, here you can do in the action of writing the value in the contact field, so that it searches only for the value that is indicated in the process field and only removes it or adds it to the position.
Thus, in the process we set the date, we set the condition for switching by date. First, in the additional field, select the role and assign this action, specify the date. When the date comes, we switch to another status, where we take the value from the additional field and remove it in the position field, leave the rest.
Everything.
Can be done?

yes it is possible
indicate what actions to finalize and what I will evaluate
01.02.2021, 14:49
Оригинальный комментарий доступен на версии: ru

Суханицкий Андрей OneBox CORP
OneBox Corp - Интегратор
Personal license

Ustimenko Igor
OneBox CTO wrote:
yes it is possible
indicate what actions to finalize and what I will evaluate

"Fill process or contact field" action
17.02.2021, 14:50
One Bogs - One Genius Оригинальный комментарий доступен на версии: ru


Sukhanitsky Andrey Vladimirovich
Grove Street Family wrote:
"Fill process or contact field" action

ii?
17.02.2021, 17:17
Оригинальный комментарий доступен на версии: ru

Суханицкий Андрей OneBox CORP
OneBox Corp - Интегратор
Personal license
For this action, you need to modify what I wrote:
1) add the value from the additional field (we specify the variable here https://prnt.sc/zzb0oa ) for the multilist (we will write in the post)
2) delete the value of the additional field from the multilist (position)
In the same place the multilist, for this type too will work?
18.02.2021, 15:07
One Bogs - One Genius Оригинальный комментарий доступен на версии: ru


Sukhanitsky Andrey Vladimirovich
Grove Street Family wrote:
In the same place the multilist, for this type too will work?

well, in roles, yes, you can have several

Sukhanitsky Andrey Vladimirovich
Grove Street Family wrote:
For this action, you need to modify what I wrote:
1) add the value from the additional field (we specify the variable here https://prnt.sc/zzb0oa ) for the multilist (we will write in the post)
2) delete the value of the additional field from the multilist (position)

oh crutch.....
4h
18.02.2021, 15:41
Оригинальный комментарий доступен на версии: ru

Суханицкий Андрей OneBox CORP
OneBox Corp - Интегратор
Personal license
well, this is a gun, this has been needed for a long time, so that with multilists there are opportunities
18.02.2021, 15:47
One Bogs - One Genius Оригинальный комментарий доступен на версии: ru


Sukhanitsky Andrey Vladimirovich
Grove Street Family wrote:
well, this is a gun, this has been needed for a long time, so that with multilists there are opportunities

I hope we understood each other, because something seems to me that not)
18.02.2021, 21:00
Оригинальный комментарий доступен на версии: ru

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