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On the example of the application https://crm.tcc.com.ua/client/order/1401277/
By clicking on the Get Documents button https://prnt.sc/vi033l
It is necessary to make the list of documents open, as when you click here https://prnt.sc/vi03ls (expand/leave mechanism)
We output documents like this:
1. There are documents in the process, scanned copies are assigned to them. These scanned copies of all documents need to be output, namely the scanned copy, for the 1st document there may be several scanned copies
2. In the name of the document (scanned copy) we display the name of the document with CPM
3. When you click on the document itself - open it in a new tab
Please rate improvements.
Original question is available on version: ru https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор

Answers:


Korop Vladislav Pavlovich wrote:
By clicking on the Get Documents button https://prnt.sc/vi033l
It is necessary to make the list of documents open, as when you click here https://prnt.sc/vi03ls (expand/leave mechanism)

It is not entirely clear how it should be visually - right now the document is being generated by clicking.
How should it be now? If there are documents - displays, otherwise - forms? Expand down from the buttons or how should it be visually?
16.11.2020, 11:39
Original comment available on version: ru


Tyndyk Maxim Vadimovich
Administrator wrote:

Korop Vladislav Pavlovich wrote:
By clicking on the Get Documents button https://prnt.sc/vi033l
It is necessary to make the list of documents open, as when you click here https://prnt.sc/vi03ls (expand/leave mechanism)

It is not entirely clear how it should be visually - right now the document is being generated by clicking.
How should it be now? If there are documents - displays, otherwise - forms? Expand down from the buttons or how should it be visually?

1. Only generated documents (scanned copies) are pulled up
2. Expand down from the button, the opening itself is the width of the button
16.11.2020, 13:38
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор Original comment available on version: ru


Korop Vladislav Pavlovich wrote:
1. Only generated documents (scanned copies) are pulled up
2. Expand down from the button, the opening itself is the width of the button

And now how is the original functionality, which creates a document and switches to view?
16.11.2020, 14:20
Original comment available on version: ru


Tyndyk Maxim Vadimovich
Administrator wrote:

Korop Vladislav Pavlovich wrote:
1. Only generated documents (scanned copies) are pulled up
2. Expand down from the button, the opening itself is the width of the button

And now how is the original functionality, which creates a document and switches to view?

Now it doesn’t create a document, now when you click get documents, it switches to the stage and a document is created there by an action and opens it, in the settings we specify which document to open https://prnt.sc/vk19ir
And now the client will click to receive the documents, the documents will leave (unfold) according to the logic that he described and the client will click on the desired document and it will open in a new tab.
To those 3 points that need to be added in the description 4) Display scanned copies of only the specified document templates, we will choose which templates to display by the multi-list.
16.11.2020, 14:36
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор Original comment available on version: ru


Korop Vladislav Pavlovich wrote:
Now it doesn’t create a document, now when you click get documents, it switches to the stage and a document is created there by an action and opens it, in the settings we specify which document to open https://prnt.sc/vk19ir
And now the client will click to receive the documents, the documents will leave (unfold) according to the logic that he described and the client will click on the desired document and it will open in a new tab.

And if there are no documents - do not show the button?
That is, in fact, delete the current functionality?

Korop Vladislav Pavlovich wrote:
To those 3 points that need to be added in the description 4) Display scanned copies of only the specified document templates, we will choose which templates to display by the multi-list.

OK
16.11.2020, 14:58
Original comment available on version: ru


Tyndyk Maxim Vadimovich
Administrator wrote:
And if there are no documents - do not show the button?
That is, in fact, delete the current functionality?

Do not hide the button, just do not expand if there are 0 documents to display
Not completely delete, remake, leave the button output at the indicated stages as it is now, and remove the pop-up window (form) output when pressed, make it according to the new logic
16.11.2020, 17:24
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор Original comment available on version: ru


Korop Vladislav Pavlovich
Employee wrote:

Tyndyk Maxim Vadimovich
Administrator wrote:
And if there are no documents - do not show the button?
That is, in fact, delete the current functionality?

Do not hide the button, just do not expand if there are 0 documents to display
Not completely delete, remake, leave the button output at the indicated stages as it is now, and remove the pop-up window (form) output when pressed, make it according to the new logic

I will add, if we can open the file that we are trying to open (the desired format is pdf, doc, etc. what formats can we open there) - then we open the document, and if the format that we cannot open - we immediately offer the client to download
16.11.2020, 19:28
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор Original comment available on version: ru

Now it's clear - we completely redo the functionality of the button.
Expanding block with a list of documents (scanned copies) according to the selected templates.
Time - 5 hours
17.11.2020, 10:23
Original comment available on version: ru

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