Questions about the "Switch to stage if a letter is received" action
In the stage there is another action "Send a message by email", which sends a letter to the client by mail. and it is necessary that upon receiving a response to this letter, the agreement should be transferred to another stage. For this, in the action "Switch to a stage if a letter is received" there is a condition "react only to the client's letter". But when the client replies to this letter, nothing happens. Although this letter is received in the "Mail" module, all his letters that he sent to the system are also recorded in the client's card. Please tell me if there are any conditions for this action that we have not taken into account?
Original question is available on version: ua
Answers:
Oksana, good afternoon
yes, there is a condition - the process ID must be specified in the subject of the letter. You can specify it through the variable [orderid] and when responding to such a letter, this number should be in the letter (do not delete).
yes, there is a condition - the process ID must be specified in the subject of the letter. You can specify it through the variable [orderid] and when responding to such a letter, this number should be in the letter (do not delete).
03.03.2023, 17:42
Original comment available on version: ua
Ihor Susiak
The integrator wrote:
Oksana, good afternoon
yes, there is a condition - the process ID must be specified in the subject of the letter. You can specify it through the variable [orderid] and when responding to such a letter, this number should be in the letter (do not delete).
Tried to write in the subject of the letter. The first time it turned out as it should. But when trying to repeat the success, it never happened again. We are attaching screenshots, please let me know, maybe you were misunderstood.
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06.03.2023, 16:02
Original comment available on version: ua
a little not enough information from the screenshots.
the logic is as follows:
with the action you send a letter --> you receive a reply to the letter and another action "Switch to the stage if the letter is received" switches to the stage specified in the settings.
That's all. If you still need to send a letter from the next stage, then you can, but if there is no action Switch to the stage if the letter is received, then nothing will happen.
the logic is as follows:
with the action you send a letter --> you receive a reply to the letter and another action "Switch to the stage if the letter is received" switches to the stage specified in the settings.
That's all. If you still need to send a letter from the next stage, then you can, but if there is no action Switch to the stage if the letter is received, then nothing will happen.
06.03.2023, 19:06
Original comment available on version: ua
Ihor Susiak
The integrator wrote:
a little not enough information from the screenshots.
the logic is as follows:
with the action you send a letter --> you receive a reply to the letter and another action "Switch to the stage if the letter is received" switches to the stage specified in the settings.
That's all. If you still need to send a letter from the next stage, then you can, but if there is no action Switch to the stage if the letter is received, then nothing will happen.
It doesn't work, they tested separately at a different stage. The action that sends the letter was set, the process id was specified in the subject of the letter. After this action, another action was indicated that moves the deal to another stage when the letter arrives. The letter comes to the mail, the process number is in the subject of this letter. Click the "reply" button in this message. But the agreement remains at the same stage where it was
The screenshots show everything that was filled in the actions
We send the letter to the client from the responsible agreement. The process number is in the subject of the letter. The mail from which the letter is sent is taken from an additional field in the employee's card. There is also an additional condition that the letter should be sent if the additional field "Source" is correctly filled.
On the last screen is an example of a response to a letter
We hope this information will be enough
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07.03.2023, 13:11
Original comment available on version: ua
I'm sorry, I forgot to add a screenshot of the letter
07.03.2023, 13:12
Original comment available on version: ua
See, you shouldn't set additional checks to begin with. Uncheck all the boxes, fill in only the fields I specified.
You must send a letter to the client at the stage, the client must respond and the box itself will switch the process to the stage "Reply to the 1st letter"
You must send a letter to the client at the stage, the client must respond and the box itself will switch the process to the stage "Reply to the 1st letter"
07.03.2023, 18:40
Original comment available on version: ua
Tried again, just created two actions: sending a letter and checking for a response. They even tried to create another business process for this to test. All the same, the agreement remained as it was, where it was, and remains so
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08.03.2023, 16:51
Original comment available on version: ua
this time I don't see the process ID in the email subject.
Also, in the action Switch to the stage if the letter is received, there is a first checkmark - in the process, is the client with the email from which the reply will come exactly selected?
Look - you just need to manually write a letter with the ID of the desired process to the mail and if the "Switch to stage if a letter is received" action is well configured - it will switch to the desired stage.
Also, in the action Switch to the stage if the letter is received, there is a first checkmark - in the process, is the client with the email from which the reply will come exactly selected?
Look - you just need to manually write a letter with the ID of the desired process to the mail and if the "Switch to stage if a letter is received" action is well configured - it will switch to the desired stage.
08.03.2023, 18:26
Original comment available on version: ua
yes, they really forgot to mark the process number last time. They added it and still the stage did not change.
Regarding the right client, they did not understand you a bit. In the action for sending a letter, there is a client with a mail from which we respond to this letter. Must be the same customer.
We would attach a video where we show how the whole process goes so that you can find where we make a mistake, but the video is too difficult to attach.
But if you double all the actions we did in the video, then:
in the action to send a letter, put the recipient "client"
write [orderid] in the subject of the letter
and in the action to transfer to the stage, when the letter is received, there is simply the next stage and a checkmark about letters from the client
the client's card has an email address to which these messages are sent
and we are replying to this letter from this same mail
the agreement still remains at the stage it was at
Regarding the right client, they did not understand you a bit. In the action for sending a letter, there is a client with a mail from which we respond to this letter. Must be the same customer.
We would attach a video where we show how the whole process goes so that you can find where we make a mistake, but the video is too difficult to attach.
But if you double all the actions we did in the video, then:
in the action to send a letter, put the recipient "client"
write [orderid] in the subject of the letter
and in the action to transfer to the stage, when the letter is received, there is simply the next stage and a checkmark about letters from the client
the client's card has an email address to which these messages are sent
and we are replying to this letter from this same mail
the agreement still remains at the stage it was at
09.03.2023, 12:26
Original comment available on version: ua
It happened again while the system was being adjusted further, one of the transactions was transferred to the stage where the letter is sent and the response is checked. They saw that a message had arrived in the mail, answered it and the transaction was transferred. After that, they tried to do it 3 more times with other deals. And nothing works again. Nothing was changed in the business process designer.
09.03.2023, 12:43
Original comment available on version: ua
Oksana - if it worked for you once, then the action itself works.
Next - looks like a settings error.
Perhaps contact the integrator https://1b.app/ua/partner/search/?tags[]=3 - any of them will be able to set it up in a minimum of time, and you can set it up yourself according to the example.
Next - looks like a settings error.
Perhaps contact the integrator https://1b.app/ua/partner/search/?tags[]=3 - any of them will be able to set it up in a minimum of time, and you can set it up yourself according to the example.
10.03.2023, 20:32
Original comment available on version: ua
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