setting up a mobile application for a client's personal account
2020-09-03 11:07:07
previously asked this question on the forum https://crm-onebox.com/ru/support/biznes-protsessy/119/
Now we need 5-6 people to work in the full version.
and for plumbers, a LC mobile application was set up.
In the personal account, the plumber should see the "List of applications", all applications "Without a responsible" are displayed there. When an employee selects an application and clicks "Accepted" - the person in charge is placed and the application disappears from the list - the business process and its type (folder) are physically changed. That is, there will be a group "New applications" with the BP "New application", and when accepted for work - the BP will change to "Application in progress" and go to another folder, thereby disappearing from the list.
It is IMPORTANT that on the fact of the work of plumbers in the LC in the full version, it was possible to display statistics: at what address did the application, wha
Original question is available on version: ru
Now we need 5-6 people to work in the full version.
and for plumbers, a LC mobile application was set up.
In the personal account, the plumber should see the "List of applications", all applications "Without a responsible" are displayed there. When an employee selects an application and clicks "Accepted" - the person in charge is placed and the application disappears from the list - the business process and its type (folder) are physically changed. That is, there will be a group "New applications" with the BP "New application", and when accepted for work - the BP will change to "Application in progress" and go to another folder, thereby disappearing from the list.
It is IMPORTANT that on the fact of the work of plumbers in the LC in the full version, it was possible to display statistics: at what address did the application, wha
Answers:
Hello.
Do BP "New applications of plumbers". In the mobile application, in the corresponding menu item there will be a list of them. Create new applications in this bp. Make the status Accepted. The plumber opens the application, clicks in the mob. the application accepted in this application and at this stage, by actions, set the actions of changing the Bp / status for this application and changing the responsible to the current user. Now the application will be on the one who accepted it and will disappear from the general list (it has already become in another Bp, it will not be in the list of New applications).
You can write statistics about what time it took, how long it took to complete, and so on, using actions at the stage that fill in the values in the field / additional field, there are current date variables. Or you can just look at the history of the transition to the statuses, you can see when the transition was at which stage.
Do BP "New applications of plumbers". In the mobile application, in the corresponding menu item there will be a list of them. Create new applications in this bp. Make the status Accepted. The plumber opens the application, clicks in the mob. the application accepted in this application and at this stage, by actions, set the actions of changing the Bp / status for this application and changing the responsible to the current user. Now the application will be on the one who accepted it and will disappear from the general list (it has already become in another Bp, it will not be in the list of New applications).
You can write statistics about what time it took, how long it took to complete, and so on, using actions at the stage that fill in the values in the field / additional field, there are current date variables. Or you can just look at the history of the transition to the statuses, you can see when the transition was at which stage.
03.09.2020, 11:12
Original comment available on version: ru
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