Import does not create processes

Good afternoon. You have pasted a link to google doc, it cannot be downloaded. You need to insert a link to the file, when you go to which your browser will ask you "Download the file? Where to save it?". And data from Google Dock needs to be processed by special libraries through a special API. You can't just download them as xls knowing the id of the fake as a normal action. https://1b.app/ru/app/google-spreadsheet/ here is an example of an application that works with google spreadsheets, there is even an example of an action on one of the first actions that creates tasks from similar spreadsheets.

[quote] anonymous hamster OneBox production wrote: Good afternoon. You have pasted a link to google doc, it cannot be downloaded. You need to insert a link to the file, when you go to which your browser will ask you "Download the file? Where to save it?". And data from Google Dock needs to be processed by special libraries through a special API. You can't just download them as xls knowing the id of the fake as a normal action. https://1b.app/ru/app/google-spreadsheet/ here is an example of an application that works with google spreadsheets, there is even an example of an action on one of the first actions that creates tasks from similar spreadsheets. [/quote] Thanks a lot! I have set a download link. The data has been loaded. With google spreadsheets, loading does not solve the necessary task :( It is necessary to scatter the creation of processes at different stages.

Describe at what stage, depending on what conditions, you need to transfer the process to the stage, maybe I can help you somehow. If you have the name of the stage directly in the file, I think you can copy it into some field and then move the process to the stage depending on the conditions with the action. If something else, describe - we can figure out what to do in your case

[quote] anonymous hamster OneBox production wrote: Describe at what stage, depending on what conditions, you need to transfer the process to the stage, maybe I can help you somehow. If you have the name of the stage directly in the file, I think you can copy it into some field and then move the process to the stage depending on the conditions with the action. If something else, describe - we can figure out what to do in your case [/quote] 1. It is necessary at one of the stages only to update the additional field of processes. Is it possible to add a condition to only update processes and not create new ones? 2. When creating a new contact, create a business process and assign a milestone [anonymous hamster #82] I closed this topic, can I create a new one?

1. If the field is set here, [file]15617[/file] and the process has already found it, it will not create a new one and will not touch it at all. The specificity of the action is that it searches for orders not by id but by linkkey. Those. it can only search for processes that it has created itself. What field would you like to search for? Do you have the process id in the file or is it some kind of code? 2. What does it mean when creating a new contact? If we did not find the client of the process by the file? The same action loads orders, I don’t understand yet the connection with contacts You don't need a new one, we can discuss it here.

[quote] anonymous hamster OneBox production wrote: 1. If the field is set here, [file]15617[/file] and the process has already found it, it will not create a new one and will not touch it at all. The specificity of the action is that it searches for orders not by id but by linkkey. Those. it can only search for processes that it has created itself. What field would you like to search for? Do you have the process id in the file or is it some kind of code? 2. What does it mean when creating a new contact? If we did not find the client of the process by the file? The same action loads orders, I don’t understand yet the connection with contacts You don't need a new one, we can discuss it here. [/quote] 1. There is no process ID in the file. Only the external ID of the client. 2. This action is available in Import XLS Processes. (screen attached). This action solves the problem, except for updating additional fields and the function "do not create a BP if the client process in the given BP already exists" It is possible to modify the functions in the automatic action "Import XLS processes": 1. update only the BP fields, 2. do not create a BP if the process exists? [file]15623[/file]

Those. your final goal is to cleanly load the list of clients into the box in the form of tasks? Those. we take, we look for a client by order, if he was not found, we create both a client and an order. If a client is found, we don’t create an order for him and go to the next one, right?

[quote] anonymous hamster OneBox production wrote: Those. your final goal is to cleanly load the list of clients into the box in the form of tasks? Those. we take, we look for a client by order, if he was not found, we create both a client and an order. If a client is found, we don’t create an order for him and go to the next one, right? [/quote] Yes exactly. Just one more moment: "If a client is found, we do not create an order for it, but we update the additional field of the process"

1. We create both a client and an order in a given BP and stage 2. If a client is found in the given process and stage - the process is not created, only the process additional field is updated

Understood what you want. Takes 3h, invoice?

[quote] anonymous hamster OneBox production wrote: Understood what you want. Takes 3h, invoice? [/quote] Yes, show up!

There was no email account.

Throw off the account please for revision "Import processes in XLS"

Can I once again clarify the entire algorithm that is needed before paying for the revision? Processes are generated by an automatic action once a month for a group of clients. Then you need to update the fields from the xls file Conditions for the process to be finalized: 1. From the "Import XLS processes" action, update only additional fields in the given BP and status (according to the external process client ID). 2. If a contact is found in xls (a match by external ID) and there is no process on it, create a BP in the specified status. 3. If a contact is found in xls, then create both the process and the contact. This functionality will be implemented as a workaround. Correctly?