Automation for the directory - update found records in the directory
2021-09-28 14:45:26
There is an action "Calculate field value" in the automation of directories https://take.ms/nJZNG
I set up such formulas when saving the directory (that is, when we save the entry in the directory) and when creating an entry in the directory.
It needs to be improved:
1) Updating directory entries that are involved in the calculations
option 1 - if we use the formula [mean_field_XXX_YYY] - it calculates the average value of the specified field for the month that is specified in the field with the "Date" type of the current record
I need all the records for which the calculation is performed (for the month specified in the date of the current record) to be protected and automation actions to be launched on them when the record is saved in the directory.
Option 2 - if we use the formula [mean_field_prognoz_XXX_YYY] - it calculates the average value in the same way as the previous formula, but takes into account the predicted values.
The bottom line is that I need to re
Original question is available on version: ru
I set up such formulas when saving the directory (that is, when we save the entry in the directory) and when creating an entry in the directory.
It needs to be improved:
1) Updating directory entries that are involved in the calculations
option 1 - if we use the formula [mean_field_XXX_YYY] - it calculates the average value of the specified field for the month that is specified in the field with the "Date" type of the current record
I need all the records for which the calculation is performed (for the month specified in the date of the current record) to be protected and automation actions to be launched on them when the record is saved in the directory.
Option 2 - if we use the formula [mean_field_prognoz_XXX_YYY] - it calculates the average value in the same way as the previous formula, but takes into account the predicted values.
The bottom line is that I need to re
Answers:
1) You need to make the setting "Update records for which the calculation is performed (for formulas [mean_field_XXX_YYY] and [mean_field_prognoz_XXX_YYY])
2) Run the update only in one circle, that is, the found records should not start updating on their found records and on the current one again, I think that you can somehow bind to the current record that we are editing and if the update is by key with this record, then run the update, if not, then do not run
3h
but when setting the revision, you need to specify when you need to run it - after the value from the record is received or before.
19.10.2021, 13:05
Original comment available on version: ru
Rumor, such a problem, when adding a record through the BP by the action https://take.ms/wBZ2L, the actions of the directory are not launched, you can do this as part of this task. If not, how much will be added to the assessment?
31.10.2021, 22:14
Original comment available on version: ru
Rumor, such a problem, when adding a record through the BP by the action https://take.ms/wBZ2L, the actions of the directory are not launched, you can do this as part of this task. If not, how much will be added to the assessment?
As far as I can see from the code, the action is triggered after adding an entry to the directory
01.11.2021, 14:49
Original comment available on version: ru
Tyndyk Maxim Vadimovich
OneBox production
Administrator wrote:
Rumor, such a problem, when adding a record through the BP by the action https://take.ms/wBZ2L, the actions of the directory are not launched, you can do this as part of this task. If not, how much will be added to the assessment?
As far as I can see from the code, the action is triggered after adding an entry to the directory
I am adding an entry through the process https://take.ms/ANmGY
Fields are not considered https://take.ms/fz92m I need them to be considered
01.11.2021, 14:55
Original comment available on version: ru
I am adding an entry through the process https://take.ms/ANmGY
Fields are not considered https://take.ms/fz92m I need them to be considered
You can easily put a separate topic - they will give you a decision / assessment.
01.11.2021, 14:57
Original comment available on version: ru
Tyndyk Maxim Vadimovich
OneBox production
Administrator wrote:
I am adding an entry through the process https://take.ms/ANmGY
Fields are not considered https://take.ms/fz92m I need them to be considered
You can easily put a separate topic - they will give you a decision / assessment.
https://crm-onebox.com/ru/support/orders/11707-ne-srabativaet-avtomatizatsiya-pr...
I created the topic, but I would like to solve this problem along with the current revision, because otherwise an additional account, payment again, etc., this is very good. for a long time(
01.11.2021, 15:08
Original comment available on version: ru
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