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lucsieus2021-07-09 05:40:42
Bitrix24
lucsieus, 2021-07-09 05:40:42

How to change the responsible person in Bitrix24 if there is a BP to change the responsible person to the user who changed the deal?

In Bitrix24, there is a BP for changing the responsible for the operator of which this transaction was changed. That is, the one who changed the deal is put in charge.

The question itself is: how to make sure that for certain groups of people the responsible person changes when the transaction changes, and for other users (who are not included in this group), they can set the responsible ones themselves - like a quality control department.

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2 answer(s)
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lucsieus, 2021-07-13
@lucsieus

Everything is simple to the point of banality: in the BP there is a field changed by whom .

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Andrey Nikolaev, 2021-07-11
@gromdron

The question itself is: how to make sure that for certain groups of people the responsible person changes when the transaction changes, and for other users (who are not included in this group), they can set the responsible ones themselves - like a quality control department.

This is not an easy task and will require significant architectural designs in Bitrix24. You need to set a bunch of conditions in the BP itself, which is triggered by changing additional fields. For the cloud, I can’t suggest a specific solution, but on a boxed version, I wouldn’t do it through the actions of a business process. However, as in the cloud, I would use REST actions (I would do my own).

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