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and it is possible to specify on options of this function for a binding to process.
http://prntscr.com/uhpszg
according to the idea for binding, you need to find a client and a business process
"Search for a client by field:" - what is the field? in a business process? where does customer data come from? from payment?
from what part?
"Search external process ID by pattern (eg #ordercode1c):" - what is pattern? where does the data come from? and what are you looking for?
i.e. if you sort out the external ID from all business processes and look for it in the incoming payment?
or is it a template to select an ID from the process and then iterate over all processes ....
From which part of the payment is the ID allocated?
Original question is available on version: ru

Answers:

Суханіцький Андрій OneBox CORP
OneBox Corp - Інтегратор
Personal license
Searching for a client by field is the selection of an additional client field in the box, based on which to search. The field is taken from the payment (in the bank), namely the EDRPOU code, then it is compared with the field you specified in box b; if it finds it, it binds the payment to the client, if it does not find it, and the checkbox "If the client is not found, create it according to the data from the payment" is checked ", then a new client is created and the payment is attached to it, if the checkbox is not set, then neither the payment nor the client is added.
Search for the external process ID by the pattern (for example #ordercode1c):" - this is a search by the External process id field https://prnt.sc/uifayv in exact match
The payment comment (destination) is taken, and if there is such a # symbol, then after it the external id is searched. If it finds it, it binds it to the order; if not, it does not bind it. The template must be specified like this "#ordercode1c" (without quotes), if there are spaces or something else, it may not work
For example:
Purpose of payment:
Payment by invoice #454728171
Then you need to specify it like this:
#ordercode1c
What if:
Purpose of payment:
Bill payment # 454728171 (with space)
Then:
#\sordercode1c
16.09.2020, 19:49
Original comment available on version: ru

if a comment can be
nomer 454672056, FOKHKHKH SERGII BORISOVYCH
For services/productsBAXXXX MIKOLA screwdriver 123456789, BAXXXXX MIKOLA
LiqPay ID 1424567890, Payment for goods according to order No. 454589731 in the amount of UAH 118, incl. N...
then you have to write
,.*(\d{9})
and then there’s the ID of the likpay - they don’t want to remove it from the payment, you have to somehow ignore it.
16.09.2020, 21:14
Original comment available on version: ru

and such a field
"Search for an additional process field by pattern (for example [customorder_key]):"
- what field will it choose to search for?
- [customorder_key] - more like field names. or should we have a template in the field?
16.09.2020, 21:20
Original comment available on version: ru

Суханіцький Андрій OneBox CORP
OneBox Corp - Інтегратор
Personal license

Mironenko Dmitry
Client wrote:
if the comment can be nomer 454672056, FOHXXXXX SERGIY BORISOVICH For services/goods BAHXXX MIKOLA screwdriver 123456789, BAHXXXX MIKOLA LiqPay ID 1424567890, Payment for goods according to order No. 454589731 in the amount of 118 UAH, incl. N...then you need to write,.*(\d{9})and then there's also the ID of the likpay - they don't want to remove it from the payment, you have to somehow ignore it.

then this pattern will not suit you, you cannot write regular expressions in this form
16.09.2020, 21:25
Original comment available on version: ru

http://prntscr.com/uih6zs
Well, it's like a regular expression.
in some form you can still write
or write
order №ordercode1c - bind all likpay and the rest of the forest?
16.09.2020, 21:35
Original comment available on version: ru

Суханіцький Андрій OneBox CORP
OneBox Corp - Інтегратор
Personal license

Mironenko Dmitry
Client wrote:
and such a field "Search for an additional process field by template (for example [customorder_key]):" - which field will it select for search? - [customorder_key] - more like field names. or should we have a template in the field?

Here in your case this template will work - here you can write an expression.
But the problem is that it is impossible to write a template for each payment purpose, in parallel - yes, but several for an additional field - no.
And here such an action comes to the rescue https://prnt.sc/uih503
But still - it is better to write the search number in the additional field (that is, set the number to be copied to the additional field in the order)
In your case, you can set it up like this:
For the template: nomer 454672056, FOKHKHKH SERGII BORISOVICH
It will be like this: number\s(.*),
or number\s(\d{9}),
How will it work. If anything, here https://regex101.com you can test your templates https://prnt.sc/uih8lm and don't forget the modifiers https://prnt.sc/uih8vk
16.09.2020, 21:36
Original comment available on version: ru

Суханіцький Андрій OneBox CORP
OneBox Corp - Інтегратор
Personal license

Mironenko Dmitry
Client wrote:
http://prntscr.com/uih6zs well, it's like a regular expression.

Here, another logic for the orderid of the process and for ordercode1c searches only if there is a # symbol in the text
And for additional fields, they already did a search by regular expression.
!!!!!!!!! But I forgot to specify
Regularly write like this:
number\s[customorder_key],
That is, instead of (.*), you need to write the name of the variable [customorder_key], where key is the identifier of the additional process field
16.09.2020, 21:39
Original comment available on version: ru

Суханіцький Андрій OneBox CORP
OneBox Corp - Інтегратор
Personal license
Here is another https://prosto-shop.pp.ua/doc/437/
Here is more about how to work with regular expressions (but here it is more focused on working with the "Turn an email into a task" action, but there are a lot of nuances).
This is for reference, it might be interesting.
16.09.2020, 21:47
Original comment available on version: ru


Sukhanitsky Andrey Vladimirovich Employee wrote:
Mironenko DmitryClient wrote/a:and such a field "Search for an additional field of the process according to the template (for example [customorder_key]):"- which field will it select for search?- [customorder_key] - more like field names. or should we have a template in the field? In your case, this template will work - you can write an expression here. But the problem is that you can’t write a template for each payment purpose, in parallel - yes, but several for an additional field - no. And here this action https://prnt.sc/uih503 comes to the rescue But still - it is better to write the search number in the additional field (that is, set it so that the number is copied to the additional field in the order) In your case, it can be configured like this: For the template: nomer 454672056, FOKHKHKH SERGII BORISOVICH It will be like this: nomer\s(.*), or nomer\s(\d{9}), as it works. If anything, here https://regex101.com you can test your templates https://prnt.sc/uih8lm and don't forget the modifiers https://prnt.sc/uih8vk

it's a different approach to searching.
take the expected id from the comment and compare with the process
or take the ID from the additional field and compare it with the payment comment...
then [customorder_key] should just work - without any regex and just look for the template in the comment, and in all three examples. should work.
17.09.2020, 00:47
Original comment available on version: ru

Суханіцький Андрій OneBox CORP
OneBox Corp - Інтегратор
Personal license

Mironenko Dmitry
Client wrote:
Sukhanitsky Andrey Vladimirovich Employee wrote: Dmitry Mironenko The client wrote: and such a field "Search for an additional process field using a template (for example, [customorder_key]):" - which field will it select for search? - [customorder_key] - more like field names . or should we have a template in the field? In your case, this template will work - you can write an expression here. But the problem is that you can’t write a template for each payment purpose, in parallel - yes, but several for an additional field - no. And here this action https://prnt.sc/uih503 comes to the rescue But still - it is better to write the search number in the additional field (that is, set it so that the number is copied to the additional field in the order) In your case, it can be configured like this: For the template: nomer 454672056, FOKHKHKH SERGII BORISOVICH It will be like this: nomer\s(.*), or nomer\s(\d{9}), as it works. If anything, here https://regex101.com you can test your templates https://prnt.sc/uih8lm and don't forget the modifiers https://prnt.sc/uih8vk this is a different approach to the search. take the expected id from the comment and compare with the process or take the ID from the additional field and compare it with the payment comment... then [customorder_key] should just work - without any regex and just look for the template in the comment in all three examples. should work.

Well, I did not write all this in vain. Without regularly it is not clear what to look for, the entire text of the comment will be taken. it in a case with an additional field.
If by order code, then the key character to start the search is #
17.09.2020, 00:51
Original comment available on version: ru

it turns out that the first field "Search for a client by field" binds all payments to some client according to OKPO and then all other templates and actions do not work.
17.09.2020, 01:03
Original comment available on version: ru

Суханіцький Андрій OneBox CORP
OneBox Corp - Інтегратор
Personal license
A client binding is a client binding. If the payment is not tied to a process, then the search for it will be launched and search for the process according to the specified template, if it is specified.
If the template is specified in the action of importing payments from a graft, then the search for the process will only go when creating a payment.
And if the action is configured once an hour, then it will check every hour all payments that are not tied to processes and search for a process according to the template
17.09.2020, 01:10
Original comment available on version: ru

it is not clear why this symbol # is needed at all
the four-digit process code in the comment is hard to confuse.
and nine-digit - even more /
17.09.2020, 01:13
Original comment available on version: ru

and it turns out you need to throw the ID into the additional fields of the process and then look for it using the additional fields.
if you just write [customorder_key]
- will only the entire payment comment be viewed?
17.09.2020, 01:18
Original comment available on version: ru

Суханіцький Андрій OneBox CORP
OneBox Corp - Інтегратор
Personal license

Mironenko Dmitry
Client wrote:
it’s not clear why this is a # symbol - in general, a four-digit process code is needed in a comment, it’s hard to confuse it. And a nine-digit one is all the more /

If it were the world standard - yes. But I can write at least 10 different numbers in the payment purpose, with which one can I compare? This is what key symbols are needed for, or in newer developments - regular expressions, which are used almost everywhere in programming, especially for solving such problems.
17.09.2020, 01:19
Original comment available on version: ru


Sukhanitsky Andrey Vladimirovich Employee wrote:
A client binding is a client binding. If the payment is not tied to a process, then the search for it will be launched and search for the process according to the specified template, if it is specified. hour - then it will check every hour all payments not tied to processes and search for a process by template

those. if you find the process, put the checkbox to link the client of the process to the payment and the payment is relinked?
17.09.2020, 01:21
Original comment available on version: ru

Суханіцький Андрій OneBox CORP
OneBox Corp - Інтегратор
Personal license

Mironenko Dmitry
Client wrote:
and it turns out you need to throw the ID into the additional fields of the process and then search using the additional fields. If you just write [customorder_key] - will only the entire payment comment be viewed?

this is equivalent to this pattern https://prnt.sc/uiklmu
17.09.2020, 01:25
Original comment available on version: ru

Суханіцький Андрій OneBox CORP
OneBox Corp - Інтегратор
Personal license

Mironenko Dmitry
Client wrote:
Sukhanitsky Andrey Vladimirovich Employee wrote / a: Binding by client is binding by client. If the payment is not tied to a process, then the search for it will be launched and search for the process according to the specified template, if it is specified. hour - then it will check every hour all payments not tied to processes and search for a process using a template. if you find the process, put the checkbox to link the client of the process to the payment and the payment is relinked?

If we are talking about the import of payments - yes. If the process was not found immediately when creating the payment, then in the future it will no longer be attached.
Therefore, I suggested using such a search https://prnt.sc/uikmgw - it's more reliable
17.09.2020, 01:27
Original comment available on version: ru

set actions once an hour
http://prntscr.com/uiklv2
created additional fields.
wrote the code from the comment into it
http://prntscr.com/uiknws
how many actions do not start rebinding does not work for some reason?
17.09.2020, 01:33
Original comment available on version: ru


Sukhanitsky Andrey Vladimirovich Employee wrote:
Mironenko DmitryClient wrote / and: and it turns out you need to throw the ID into the additional fields of the process and then search using the additional fields. If you just write [customorder_key] - will only the entire payment comment be viewed? is this equivalent to this template https://prnt.sc/uiklmu

you speak in riddles
I still do not understand what needs to be written in this field.
I need to write there the value that will be searched for in the comment
Or some kind of pattern? what does the template do then?
17.09.2020, 01:47
Original comment available on version: ru

Суханіцький Андрій OneBox CORP
OneBox Corp - Інтегратор
Personal license

Mironenko Dmitry
Client wrote:
set the action once an hourhttp://prntscr.com/uiklv2 created an additional field. wrote down the code from the comment http://prntscr.com/uiknws how many times the action does not start the rebinding does not work for some reason?

1st recommendation is not to run actions every second - it will end badly. The action does not work instantly, but once a minute, that is, it is queued, which slows down the work of the minute cron.
2nd Here https://prnt.sc/uikr1w Ukrainian is registered. letter, variable is not integral
3rd in the next step, the variable https://prnt.sc/uikrgt is incorrectly specified
The 4th template is incorrect - all destination text will be compared against it
And "nomer 454672056, FOMICHOV SERGIY BORISOVICH" is not equal to "454672056", there should be a clear match, up to a space.
5th Correct pattern:
number\s#[customorder_externalid12],\s
or without # (like it was at first)
Eventually
Action worked https://prnt.sc/uikt4q
Linked payment https://prnt.sc/uil6nw
17.09.2020, 02:20
Original comment available on version: ru

clear,
you need to write such an expression so that only one number remains from the payment comment,
and then we compare it with an additional field.
17.09.2020, 12:37
Original comment available on version: ru

Суханіцький Андрій OneBox CORP
OneBox Corp - Інтегратор
Personal license

Mironenko Dmitry
Client wrote:
it is clear, you need to write such an expression so that only one number remains from the payment comment, and then we compare it with an additional field.

Yes, that's exactly what I wanted to say
17.09.2020, 12:44
Original comment available on version: ru

http://prntscr.com/uiwhyj
it says "complete match"
but I can't link the payment.
http://prntscr.com/uiwko5
settings
http://prntscr.com/uiwn73
expression
LiqPay.*[customorder_externalid12]\s.*
.*[customorder_externalid12]\s.*
comment
LiqPay ID 1424911000, Payment for goods according to order No. 454728171 in the amount of 59 UAH. kom.banka 1.30 summa 59.00 UAH, PBK i935
17.09.2020, 16:58
Original comment available on version: ru

Суханіцький Андрій OneBox CORP
OneBox Corp - Інтегратор
Personal license

Mironenko Dmitry
Client wrote:
http://prntscr.com/uiwhyj seems to write - "complete match" but I can't link the payment \s.*comment LiqPay ID 1424911000, Payment for goods according to order No. 454728171 in the amount of UAH 59 kom.banka 1.30 summa 59.00 UAH, PBK i935

Here I will not explain to you how to use the service and how to work with regular expressions, it is rather complicated.
But within the current expression and example - it doesn't find anything http://i.imgur.com/TnfWMUc.png
And this is how it finds http://i.imgur.com/VAFLHOg.png
That is, this should be the expression
LiqPay.*order\s(.*?)\s.*
Where instead of (.*?) you need to put the variable [customorder_externalid12]
What is the result of LiqPay.*order\s[customorder_externalid12]\s.*
Try
17.09.2020, 17:16
Original comment available on version: ru


Sukhanitsky Andrey Vladimirovich Employee wrote:
Mironenko Dmitry The client wrote: http://prntscr.com/uiwhyj seems to write - "complete match" but I can't link the paymenthttp://prntscr.com/uiwko5settingshttp://prntscr.com/uiwn73expressionLiqPay.*[cus... ID 1424911000, Payment for goods according to order No. 454728171 in the amount of 59 UAH. kom.banka 1.30 summa 59.00 UAH, PBK i935Here I will not explain to you how to use the service and how to work with regular expressions, it is quite difficult. But within the framework of the current expression and example, it does not find anything http://i.imgur.com/ TnfWMUc.pngAnd this is how it finds http://i.imgur.com/VAFLHOg.pngThat is, this should be the expression LiqPay.*order\s(.*?)\s.*Where instead of (.*?) you need to put a variable [customorder_externalid12]Resulting in LiqPay.*order\s[customorder_externalid12]\s.*Try

for some reason this didn't work...
but in the likpay, the standard number of characters turned out to be pulled up with such a template
^.{54}[customorder_externalid12]\s.*
and two templates pulled up other payments with the number
.*\s[customorder_externalid12],.*
.*\s.?[customorder_externalid12],.*
total three actions "Automatically distribute customer payments by processes"
need to figure out the names now
"For services/goods MIRONENKO DMITRY, MIRONENKO DMITRY"
and the question arises how to correctly register the modifier to the template in action, tell me?
because the box says "Mironenko"
17.09.2020, 20:46
Original comment available on version: ru

Суханіцький Андрій OneBox CORP
OneBox Corp - Інтегратор
Personal license

Mironenko Dmitry
Client wrote:
Andrey Vladimirovich Sukhanitsky .*[cus... ID 1424911000, Payment for goods according to order No. 454728171 in the amount of 59 UAH. kom.banka 1.30 summa 59.00 UAH, PBK i935Here I will not explain to you how to use the service and how to work with regular expressions, it is quite difficult. But within the framework of the current expression and example, it does not find anything http://i.imgur.com/ TnfWMUc.pngAnd this is how it finds http://i.imgur.com/VAFLHOg.pngThat is, this should be the expression LiqPay.*order\s(.*?)\s.*Where instead of (.*?) you need to put a variable [customorder_externalid12]As a result, LiqPay.*of the order\s[customorder_externalid12]\s.*Try this didn't work for some reason...but in the likpay it turned out to pull up the standard number of characters with this template^.{54}[customorder_externalid12]\s .*and two templates also pulled up other payments with the number.*\s[customorder_externalid12],.*.*\s.?[customorder_externalid12],.*total three actions "Automatically distribute customer payments by processes"need to deal with last names now" For services / goods MIRONENKO DMITRY, MIRONENKO DMITRY "and the question arises how correctly the modifier to the template in action what to prescribe, tell me? because it says "Mironenko" in the box

You can set everything up in one step https://prnt.sc/uj2l1t
You cannot specify a modifier, that is, it is equivalent to making a template without a modifier
You cannot set up a regular expression search for a client, only a search for a process, and the match must be exact
17.09.2020, 21:12
Original comment available on version: ru


You can configure everything in one action https://prnt.sc/uj2l1t You cannot specify a modifier, that is, it is equivalent to making a template without a modifier You cannot configure a client search by regular expression, only a process search, and the match must be exact

copy the last name to the additional field of the process and again search for the additional field.
but in the additional field "Mironenko"
and comments
"For services/goods MIRONENKO DMITRY, MIRONENKO DMITRY"
case sensitivity removed by modifier
and how to correctly add it to the template is not clear.
17.09.2020, 21:38
Original comment available on version: ru

Суханіцький Андрій OneBox CORP
OneBox Corp - Інтегратор
Personal license

Mironenko Dmitry
Client wrote:
You can configure everything in one action https://prnt.sc/uj2l1t You can’t specify a modifier, that is, it’s equivalent to making a template without a modifier You can’t configure a client search by regular expression, only a process search, and the match must be exactly copy the last name into the additional process fields and again we are looking for an additional field. but in the additional field "Mironenko" and comments "For services / goods DMITRY MIRONENKO, DMITRY MIRONENKO" case sensitivity is removed by the modifier, it is not clear how to correctly add it to the template.

Yes, that's possible. But you cannot specify a modifier, there is no such possibility in this action
You can only write to the additional field of the process with the modifier https://prnt.sc/uj39ks
17.09.2020, 21:46
Original comment available on version: ru


Sukhanitsky Andrey Vladimirovich Employee wrote:
Mironenko Dmitry The client wrote: You can set everything up in one action https://prnt.sc/uj2l1t You can’t specify a modifier, that is, it’s equivalent to making a template without a modifier You can’t set up a client search by regular expression, only a process search, and there should be a match exactly copy the last name to the additional field of the process and again search by the additional field. but in the additional field "Mironenko" and the comments "For services / goods MIRONENKO DMITRY, MIRONENKO DMITRY" case sensitivity is removed by the modifier, how to correctly add it to the template is not clear. Yes, that's how you can . But you cannot specify a modifier, there is no such possibility in this action. You can only write in the additional field of the process with the modifier https://prnt.sc/uj39ks

Are you suggesting that I fill in the additional process field in uppercase?
What if the comment in the payment is written in lower case?
17.09.2020, 22:31
Original comment available on version: ru

Суханіцький Андрій OneBox CORP
OneBox Corp - Інтегратор
Personal license

Are you suggesting that I fill in the additional process field in uppercase? What if the comment in the payment is written in lower case?

Then it will not work and you need to refine the modifiers.
17.09.2020, 23:01
Original comment available on version: ru


Then it will not work and you need to refine the modifiers.

http://prntscr.com/uj51q3
there seems to be a lot of other fields
"Search for a payment by a template (for example #code):"
and regular expressions with modifiers are
17.09.2020, 23:42
Original comment available on version: ru

Суханіцький Андрій OneBox CORP
OneBox Corp - Інтегратор
Personal license

Mironenko Dmitry
Client wrote:
Then it won’t work and you need to refine the modifiers.

Yes there is. But it has not yet been explored by me. But in this topic to discuss this issue is already considered inappropriate.
18.09.2020, 00:54
Original comment available on version: ru

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