Rate the box "Attach files to a contact in the process"
It will be necessary to add files to the process, as they are attached to the contact.
Original question is available on version: ru
Answers:
Do you need to add all contact files to the process?
In this case, a problem may arise - contact files added to other processes are also contact files.
Perhaps you need to add only a certain group of files - for example, not attached to anything (process / event)?
In this case, a problem may arise - contact files added to other processes are also contact files.
Perhaps you need to add only a certain group of files - for example, not attached to anything (process / event)?
16.08.2021, 16:56
Original comment available on version: ru
the task is in the offensive:
It is planned to attach 2 files to a contact (when a contact is created, or when a contact is first processed)
Then two files are added to the skin process (on the first stage), where the contact is made by the client.
The same for whom you need automatic dia
It is planned to attach 2 files to a contact (when a contact is created, or when a contact is first processed)
Then two files are added to the skin process (on the first stage), where the contact is made by the client.
The same for whom you need automatic dia
16.08.2021, 17:18
Original comment available on version: ru
Well, then you need to implement an action that will take the client's files without being tied to anything (events or processes) and added them to the process.
In implementation, such an action will take 2 hours of refinement.
In implementation, such an action will take 2 hours of refinement.
16.08.2021, 17:19
Original comment available on version: ru
Tyndyk Maxim Vadimovich
OneBox production wrote:
Well, then you need to implement an action that will take the client's files without being tied to anything (events or processes) and added them to the process.
And if qi files were added to the contact "Attach files from comments to the card to the client's contact", are they added to the process with such a modified dієyu?
17.08.2021, 10:27
Original comment available on version: ru
Vasily Taras wrote:
And if qi files were added to the contact "Attach files from comments to the card to the client's contact", are they added to the process with such a modified dієyu?
No, because these files are also tied to the process from which they are added.
17.08.2021, 14:54
Original comment available on version: ru
Tyndyk Maxim Vadimovich
OneBox production wrote:
No, because these files are also tied to the process from which they are added.
So, if I first add the files to the contact manually, then it is given in the process of їх pіdtyagne only 1 time (and let the stink rahuvatimutsya like tying to the process)?
17.08.2021, 16:39
Original comment available on version: ru
Vasily Taras wrote:
So, if I first add the files to the contact manually, then it is given in the process of їх pіdtyagne only 1 time (and let the stink rahuvatimutsya like tying to the process)?
The files will be copied into the process, and those few files added specifically to the contact will remain in the contact.
17.08.2021, 17:04
Original comment available on version: ru
Send, be kind, rahunok to the box on my email
23.08.2021, 12:12
Original comment available on version: ru
improved action "Attach process client files to process"
31.08.2021, 14:24
Original comment available on version: ru
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