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document printing estimate

Good afternoon. Please evaluate the revision to the action Check out the document, there is a checkbox Check for the presence of a document in the specified template, you need to add a setting where exactly to check for the presence with selection options: in the current process, in the parent and in the parent and all child ones, make the choice by analogy with the list block Documents Screen 1. It should work like this, if in Issue document it is selected to check the document of the specified template in the Parent, and in the Parent it has already been generated, we do not generate the document in the current process.
If in the action to issue a document it is specified to check in the parent and all children, while the document of the specified template exists in any subprocess or in the parent, the document is not generated.
It is important if the process structure is such as Parent - Order, 1st level sub-process Assembly, sub-process of the same level Task for
Original question is available on version: ru

Answers:


Shatokhina Irina wrote:
Good afternoon. Please evaluate the revision to the action Check out the document, there is a checkbox Check for the presence of a document in the specified template, you need to add a setting where exactly to check for the presence with selection options: in the current process, in the parent and in the parent and all child ones, make the choice by analogy with the list block Documents Screen 1. It should work like this, if in Issue document it is selected to check the document of the specified template in the Parent, and in the Parent it has already been generated, we do not generate the document in the current process.
If in the action to issue a document it is specified to check in the parent and all children, while the document of the specified template exists in any subprocess or in the parent, the document is not generated.
It is important if the process structure is such as Parent - Order, 1st level sub-process Assembly, sub-process of the same level Task for the accountant, while the document is generated in the Task for the accountant, and the action checking the presence is in the Assembly - the document is not generated because it is in another sub-process.

2h

Shatokhina Irina wrote:
Also underestimate Printing in the Bulk Documents panel Screen 2, add the same choice of where to print documents screen 3 If Print documents of the Parent and all subprocesses is selected, the Box checks for the presence of the specified document templates in the entire structure of the Process and generates a link to print, taking into account the documents of the entire structure
For example, the Parent process - Order and a Sales receipt is created here, a sub-process of the 1st level Assembly is created here an Invoice, a sub-process of the same level Task for an accountant - an Invoice and an Invoice with a facsimile are created here, mass printing is launched in the Assembly processes and it is selected to print all documents of the Parent and all subprocesses - Box checks that all the listed document templates need to be printed, except for the Facsimile Invoice, and generates a link from 3 documents.

4h
28.05.2021, 14:57
Original comment available on version: ru

Maxim, give us an account for https://crm.ohrana.ua/
28.05.2021, 16:09
Original comment available on version: ru


The above settings in action / block - finalized.
02.06.2021, 13:20
Original comment available on version: ru


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