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Please estimate how many hours of completion: date interval for sampling products in progress

Hello!
Please estimate how many hours of revision:
1. Filter in the process of date interval (selection of dates from and to). It is necessary to filter the products of the process by these dates (interval).
2. Calculation of the total for the numerical fields of the products of the process in a given interval.
Original question is available on version: ru Інтегратор CRM+ERP. Компания Olmonic

Answers:

it is not at all clear what and by what fields to filter
26.04.2022, 14:44
Original comment available on version: ru

Olmonic Olmonic
Інтегратор OneBox
Personal license

Ustimenko Igor
OneBox Corp.
OneBox CTO wrote:
it is not at all clear what and by what fields to filter

1. There are additional fields in the process with the "date" type. Select dates from and to.
2. Process products have creation dates.
It is necessary to filter (select) products in a given interval in order to form process documents based on this data.
26.04.2022, 15:32
Інтегратор CRM+ERP. Компания Olmonic Original comment available on version: ru

Do you want to filter the table of process products on the basis of two additional fields with the date type and put these products into the document?
27.04.2022, 13:11
Original comment available on version: ru

Olmonic Olmonic
Інтегратор OneBox
Personal license

Ustimenko Igor
OneBox Corp.
OneBox CTO wrote:
Do you want to filter the table of process products on the basis of two additional fields with the date type and put these products into the document?

Yes
27.04.2022, 15:19
Інтегратор CRM+ERP. Компания Olmonic Original comment available on version: ru

not the crutches you came up with
do through action
then in the documents display the table according to the parameters and then you will have what you want
28.04.2022, 11:48
Original comment available on version: ru

Olmonic Olmonic
Інтегратор OneBox
Personal license

Ustimenko Igor
OneBox Corp.
OneBox CTO wrote:
not the crutches you came up with
do through action
then in the documents display the table according to the parameters and then you will have what you want


So I couldn't apply this action to execution :(
What needs to be solved by the date filter:
1. There is a list of tasks in the "Product Table" of the process. Each task (product) has its own date and quantity
2. Tasks (products) are transferred to this table from subprocesses.
3. In the parent process, tasks (products) are accumulated for different dates.
4. Responsible for the parent.process selects the date period from and to. Let's say from 01/01/2022 to 01/23/2022.
5. The table filters out products that have an entry on these dates.
6. Based on them, you can start the summation of the number
7. Based on the filtered products, documents can be generated in this way.
Ideally, the action is based on the principle as in the filtering panel "Date of creation-Selection of processes that are within the specified period of time. The condition is formed: "Date of creation from" (cdate [>=]) and "Date of creation to" (cdate [<=]) "
29.04.2022, 12:47
Інтегратор CRM+ERP. Компания Olmonic Original comment available on version: ru

Olmonic Olmonic
Інтегратор OneBox
Personal license
The work is relevant.
03.05.2022, 09:49
Інтегратор CRM+ERP. Компания Olmonic Original comment available on version: ru

I can offer easier. option.
you can, on the basis of dates, by the action of checking the conditions, put down the selected column for the goods that fall under the condition, and already in the action to write out a document or block there is a checkbox to generate a document according to the selected
07.05.2022, 04:26
Original comment available on version: ru

Olmonic Olmonic
Інтегратор OneBox
Personal license
I checked the options, does not filter the selection.
Or writes a condition (test) in an additional field to all products of the process.
Please tell me how to solve this problem?
Actions on the procedure: https://segorwork.1b.app/app/workflow/3/procedure/35/
Test process in tab https://segorwork.1b.app/98/?tabid=4
10.05.2022, 13:09
Інтегратор CRM+ERP. Компания Olmonic Original comment available on version: ru

Why didn't you set several conditions by date in the 1st action?
where do you make items selected ?
13.05.2022, 15:05
Original comment available on version: ru

Olmonic Olmonic
Інтегратор OneBox
Personal license

Ustimenko Igor
OneBox production
OneBox CTO wrote:
Why didn't you set several conditions by date in the 1st action?
where do you make items selected ?

Dates are selected in the tab https://segorwork.1b.app/98/?tabid=4
Block "Shaping" fields with dates for filtering products: Start date, End date
14.05.2022, 10:23
Інтегратор CRM+ERP. Компания Olmonic Original comment available on version: ru

Olmonic Olmonic
Інтегратор OneBox
Personal license

Ustimenko Igor
OneBox production
OneBox CTO wrote:
Why didn't you set several conditions by date in the 1st action?
where do you make items selected ?

What needs to be solved by this filter.
By actions:
1. In the process, a date period is selected.
2. Based on this period, the date in the Process Products is filtered and compared, and if the dates are within the specified period, a numeric value should be recorded.
3. Numerical values are summed up.
4. A document is issued where products are entered that have a numerical value and the sum of these values.
Date checks do not fit the value.
Point 1.2 is not fulfilled.
How to properly configure this action?
17.05.2022, 15:11
Інтегратор CRM+ERP. Компания Olmonic Original comment available on version: ru

Olmonic Olmonic
Інтегратор OneBox
Personal license
The question is relevant
24.05.2022, 10:35
Інтегратор CRM+ERP. Компания Olmonic Original comment available on version: ru

Olmonic Olmonic
Інтегратор OneBox
Personal license
Prompt me to expect an answer in this topic or to expose a new one?
30.05.2022, 08:42
Інтегратор CRM+ERP. Компания Olmonic Original comment available on version: ru


Olmonic Olmonic
Інтегратор OneBox
Personal license
Can you please tell me how long to expect?
02.06.2022, 07:55
Інтегратор CRM+ERP. Компания Olmonic Original comment available on version: ru

Olmonic Olmonic
Інтегратор OneBox
Personal license
The question has been relevant for 1.5 months.
Tell me how much more to expect?
12.06.2022, 18:00
Інтегратор CRM+ERP. Компания Olmonic Original comment available on version: ru

I lost my notification on this topic, let me set it up for you to test
30.07.2022, 15:47
Original comment available on version: ru

Olmonic Olmonic
Інтегратор OneBox
Personal license

Ustimenko Igor
OneBox production
OneBox CTO wrote:
I lost my notification on this topic, let me set it up for you to test

I reproduced the procedure in my Box:
process https://olmonic.crm-onebox.com/1982/
procedure https://olmonic.crm-onebox.com/app/workflow/46/procedure/44/
31.07.2022, 17:12
Інтегратор CRM+ERP. Компания Olmonic Original comment available on version: ru

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