Search found 153 matches
- 21 Mar 2022, 04:23
- Forum: Discussion
- Topic: Automated actions - Add record
- Replies: 2
- Views: 291
Automated actions - Add record
Hello Sergey, I hope to find you well in this moment of tension. I need help with automated actions. I'm trying to create an automated action where, clicking on the button inserted in the "prazo [63]" entity will open the form to add a record in the "Financeiro [64]" entity. My c...
- 20 Jan 2022, 19:10
- Forum: Discussion
- Topic: Clone user goup
- Replies: 1
- Views: 192
Clone user goup
Dear Sergey, I would like to know if have any way to clone the "user group". For example, i have a group called "client" where all clients, by default, are members to access the system. I would need to create a "client 2" group where all the access rules would be the sa...
- 08 Dec 2021, 17:14
- Forum: Discussion
- Topic: Email sending rules - Condition
- Replies: 1
- Views: 195
Email sending rules - Condition
Hello! I'm getting dificulties to understand the "email sending rules" function. I'm trying to make a rule that will send the e-mail when the payment day was overdue, only to tasks that the "status" field was manually changed to "Overdue. This is my configuration: Capturar.J...
- 03 Dec 2021, 18:30
- Forum: Bug Report version 3.0
- Topic: [Solved] Email sending rules
- Replies: 6
- Views: 414
Re: email sending rules
Perfect!
Thank you so much!
- 03 Dec 2021, 14:44
- Forum: Bug Report version 3.0
- Topic: [Solved] Email sending rules
- Replies: 6
- Views: 414
Re: email sending rules
I setup the "email sending rules" to auto send an email for the client 2 days before the payment day. To send before date you have to use +2 (current dated+2 days) If you set -2 then it will be overdue dates. Dear Sergey, Thanks for the explanation! I will make the changes as directed. In...
- 03 Dec 2021, 02:52
- Forum: Bug Report version 3.0
- Topic: [Solved] Email sending rules
- Replies: 6
- Views: 414
- 02 Dec 2021, 21:20
- Forum: Bug Report version 3.0
- Topic: [Solved] Email sending rules
- Replies: 6
- Views: 414
[Solved] Email sending rules
I don't know if it's a bug or some configuration error, but... I setup the "email sending rules" to auto send an email for the client 2 days before the payment day. Capturar.JPG If I understand correctly and the settings are correct, taking into account that the payment date is 11/30/2021 ...
- 01 Dec 2021, 16:33
- Forum: Discussion
- Topic: [solved] Working with dates
- Replies: 3
- Views: 319
Re: [solved] Working with dates
You can use Sergey's function rukovoditel_days_diff(start_date, end_date, exclude_days, include_last_day, include_holyday_calendar) in formula fields. Parameters are: - start_date: UNIX_TIMESTAMP - end_date: UNIX_TIMESTAMP - exclude_days: comma-separated string '1,2,7' - include_last_day: 0/1 or em...
- 30 Nov 2021, 16:44
- Forum: Discussion
- Topic: [solved] Working with dates
- Replies: 3
- Views: 319
Re: Working with dates
Hi! I'm trying to create a field "process duration" that shows me how long a given task lasted, better explaining the difference in dates between [717] "protocol date" " and [938] "end date" . The point is, the end date , of course, will only be filled in when the...
- 30 Nov 2021, 15:52
- Forum: Discussion
- Topic: [solved] Working with dates
- Replies: 3
- Views: 319
[solved] Working with dates
Hi! I'm trying to create a field "process duration" that shows me how long a given task lasted, better explaining the difference in dates between [717] "protocol date" " and [938] "end date" . The point is, the end date , of course, will only be filled in when the ...