{"id":8935,"date":"2021-06-10T17:55:29","date_gmt":"2021-06-10T10:55:29","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&#038;p=8935"},"modified":"2021-07-06T17:15:09","modified_gmt":"2021-07-06T10:15:09","slug":"workflows-hanh-dong-xu-ly-tai-lieu","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/workflows-hanh-dong-xu-ly-tai-lieu\/","title":{"rendered":"[Workflows] Action: X\u1eed l\u00fd t\u00e0i li\u1ec7u"},"content":{"rendered":"<h3 id=\"T\u1ea1o_m\u1ee5c_danh_s\u00e1ch\">T\u1ea1o m\u1ee5c danh s\u00e1ch<\/h3>\n<p>H\u00e0nh \u0111\u1ed9ng t\u1ea1o m\u1ed9t m\u1ee5c m\u1edbi c\u1ee7a danh s\u00e1ch \u0111\u01b0\u1ee3c ch\u1ec9 \u0111\u1ecbnh.<\/p>\n<h4 id=\"C\u00e1c_th\u00f4ng_s\u1ed1_h\u00e0nh_\u0111\u1ed9ng\">C\u00e1c th\u00f4ng s\u1ed1 h\u00e0nh \u0111\u1ed9ng<\/h4>\n<p><strong> Lo\u1ea1i th\u1ef1c th\u1ec3 <\/strong> \u2013 ch\u1ecdn danh s\u00e1ch m\u00e0 m\u1ed9t m\u1ee5c m\u1edbi s\u1ebd \u0111\u01b0\u1ee3c th\u00eam v\u00e0o. Sau khi ch\u1ecdn m\u1ed9t danh s\u00e1ch, b\u1ea1n s\u1ebd c\u1ea7n ho\u00e0n th\u00e0nh c\u00e1c tr\u01b0\u1eddng c\u1ea7n thi\u1ebft.<\/p>\n<h3 id=\"X\u00f3a_ph\u1ea7n_t\u1eed\">X\u00f3a ph\u1ea7n t\u1eed<\/h3>\n<p>H\u00e0nh \u0111\u1ed9ng x\u00f3a ph\u1ea7n t\u1eed \u0111\u00e3 b\u1eaft \u0111\u1ea7u quy tr\u00ecnh l\u00e0m vi\u1ec7c.<\/p>\n<h3 id=\"Ch\u1ec9nh_s\u1eeda_danh_s\u00e1ch_item\">Ch\u1ec9nh s\u1eeda danh s\u00e1ch item<\/h3>\n<p>H\u00e0nh \u0111\u1ed9ng n\u00e0y s\u1ebd ch\u1ec9nh s\u1eeda m\u1ee5c \u0111\u00e3 ch\u1ecdn c\u1ee7a danh s\u00e1ch \u0111\u00e3 ch\u1ecdn.<\/p>\n<h3 id=\"Kh\u00f3a_ph\u1ea7n_t\u1eed\">Kh\u00f3a ph\u1ea7n t\u1eed<\/h3>\n<p>H\u00e0nh \u0111\u1ed9ng n\u00e0y cho ph\u00e9p b\u1ea1n kh\u00f3a t\u00e0i li\u1ec7u ch\u1ed1ng l\u1ea1i c\u00e1c t\u00e1c v\u1ee5 c\u1ee7a c\u00e1c d\u00f2ng c\u00f4ng vi\u1ec7c kh\u00e1c.<\/p>\n<p>T\u00e0i li\u1ec7u b\u1ecb kh\u00f3a \u0111\u1ed1i v\u1edbi c\u00e1c h\u00e0nh \u0111\u1ed9ng c\u1ee7a quy tr\u00ecnh c\u00f4ng vi\u1ec7c kh\u00e1c ch\u1ee9 kh\u00f4ng ph\u1ea3i c\u1ee7a ng\u01b0\u1eddi d\u00f9ng. M\u1ed9t ng\u01b0\u1eddi d\u00f9ng kh\u00e1c c\u00f3 quy\u1ec1n ch\u1ec9nh s\u1eeda s\u1ebd c\u00f3 th\u1ec3 ch\u1ec9nh s\u1eeda t\u00e0i li\u1ec7u.<\/p>\n<p>\u0110\u1eebng qu\u00ean m\u1edf kh\u00f3a t\u00e0i li\u1ec7u sau khi ho\u00e0n th\u00e0nh t\u1ea5t c\u1ea3 c\u00e1c thao t\u00e1c c\u1ea7n thi\u1ebft b\u1eb1ng h\u00e0nh \u0111\u1ed9ng t\u01b0\u01a1ng \u1ee9ng.<\/p>\n<p>M\u1ed9t kh\u1ea3 n\u0103ng vi\u1ec7c kh\u00f3a t\u00f9y thu\u1ed9c v\u00e0o lo\u1ea1i t\u00e0i li\u1ec7u.<\/p>\n<h3 id=\"M\u1edf_kh\u00f3a_ph\u1ea7n_t\u1eed\">M\u1edf kh\u00f3a ph\u1ea7n t\u1eed<\/h3>\n<p>H\u00e0nh \u0111\u1ed9ng n\u00e0y m\u1edf kh\u00f3a t\u00e0i li\u1ec7u cho c\u00e1c quy tr\u00ecnh c\u00f4ng vi\u1ec7c kh\u00e1c.<\/p>\n<h3 id=\"S\u1eeda_\u0111\u1ed5i_ph\u1ea7n_t\u1eed\">S\u1eeda \u0111\u1ed5i ph\u1ea7n t\u1eed<\/h3>\n<p>h\u00e0nh \u0111\u1ed9ng thay \u0111\u1ed5i tr\u01b0\u1eddng ph\u1ea7n t\u1eed<\/p>\n<h4 id=\"Tham_s\u1ed1_h\u00e0nh_\u0111\u1ed9ng\">Tham s\u1ed1 h\u00e0nh \u0111\u1ed9ng<\/h4>\n<p>Ch\u1ecdn tr\u01b0\u1eddng ph\u1ea7n t\u1eed m\u00e0 b\u1ea1n mu\u1ed1n s\u1eeda \u0111\u1ed5i v\u00e0 nh\u1eadp gi\u00e1 tr\u1ecb m\u1edbi. \u0110\u1ec3 s\u1eeda \u0111\u1ed5i m\u1ed9t s\u1ed1 tr\u01b0\u1eddng, h\u00e3y nh\u1ea5p v\u00e0o <strong> Th\u00eam \u0111i\u1ec1u ki\u1ec7n (<b>Add Condition<\/b>)<\/strong>.<\/p>\n<p>Nh\u1ea5p v\u00e0o <strong> Th\u00eam tr\u01b0\u1eddng (<b>Add Field)<\/b><\/strong>&nbsp;\u0111\u1ec3 th\u00eam tr\u01b0\u1eddng m\u1edbi v\u00e0o t\u00e0i li\u1ec7u.<\/p>\n<h3 id=\"M\u1edbi_Ph\u1ea7n_t\u1eed\">M\u1edbi Ph\u1ea7n t\u1eed<\/h3>\n<p>H\u00e0nh \u0111\u1ed9ng t\u1ea1o ra m\u1ed9t ph\u1ea7n t\u1eed m\u1edbi.<\/p>\n<p>C\u00e1c th\u00f4ng s\u1ed1 h\u00e0nh \u0111\u1ed9ng c\u00f3 th\u1ec3 kh\u00e1c nhau t\u00f9y thu\u1ed9c v\u00e0o lo\u1ea1i t\u00e0i li\u1ec7u.<\/p>\n<h3 id=\"Ph\u1ea7n_t\u1eed_xu\u1ea5t_b\u1ea3n_(Bitrix24_On-Premise)\">Ph\u1ea7n t\u1eed xu\u1ea5t b\u1ea3n (Bitrix24 On-Premise)<\/h3>\n<p>H\u00e0nh \u0111\u1ed9ng n\u00e0y xu\u1ea5t b\u1ea3n t\u00e0i li\u1ec7u v\u00e0 thay \u0111\u1ed5i tr\u1ea1ng th\u00e1i c\u1ee7a t\u00e0i li\u1ec7u th\u00e0nh \u201c\u0111\u00e3 xu\u1ea5t b\u1ea3n\u201d.<\/p>\n<h3 id=\"Thu_h\u1ed3i_ph\u1ea7n_t\u1eed_(Bitrix24_On-Premise)\">Thu h\u1ed3i ph\u1ea7n t\u1eed (Bitrix24 On-Premise)<\/h3>\n<p>H\u00e0nh \u0111\u1ed9ng ng\u01b0\u1ee3c l\u1ea1i v\u1edbi ph\u1ea7n t\u1eed Xu\u1ea5t b\u1ea3n.<\/p>\n<h3 id=\"\u0110\u1ecdc_m\u1ee5c_danh_s\u00e1ch\">\u0110\u1ecdc m\u1ee5c danh s\u00e1ch<\/h3>\n<p>H\u00e0nh \u0111\u1ed9ng l\u1ea5y c\u00e1c tr\u01b0\u1eddng ph\u1ea7n t\u1eed t\u1eeb m\u1ee5c danh s\u00e1ch.<\/p>\n<h3 id=\"Ch\u1ea1y_d\u00f2ng_c\u00f4ng_vi\u1ec7c\">Ch\u1ea1y d\u00f2ng c\u00f4ng vi\u1ec7c<\/h3>\n<p>H\u00e0nh \u0111\u1ed9ng n\u00e0y cho ph\u00e9p ch\u1ea1y m\u1ed9t m\u1eabu d\u00f2ng c\u00f4ng vi\u1ec7c kh\u00e1c .<\/p>\n<h4 id=\"Tham_s\u1ed1_h\u00e0nh_\u0111\u1ed9ng\">Tham s\u1ed1 h\u00e0nh \u0111\u1ed9ng<\/h4>\n<p><strong> ID ph\u1ea7n t\u1eed <\/strong> \u2013 cho bi\u1ebft ph\u1ea7n t\u1eed m\u00e0 quy tr\u00ecnh c\u00f4ng vi\u1ec7c s\u1ebd \u0111\u01b0\u1ee3c \u00e1p d\u1ee5ng.<\/p>\n<p>H\u00e3y t\u00ednh \u0111\u1ebfn n\u1ebfu quy tr\u00ecnh l\u00e0m vi\u1ec7c \u0111\u01b0\u1ee3c \u00e1p d\u1ee5ng cho c\u00e1c ph\u1ea7n t\u1eed CRM, c\u00fa ph\u00e1p s\u1ebd kh\u00e1c:<\/p>\n<ul>\n<li><strong> quy tr\u00ecnh l\u00e0m vi\u1ec7c cho C\u00f4ng ty CRM: <\/strong> &amp; nbsp; <code> COMPANY _ {= Document: ID } <\/code>\u2013 s\u1ebd ch\u1ea1y d\u00f2ng c\u00f4ng vi\u1ec7c cho c\u00f4ng ty, <code>LEAD _ {= Document: LEAD_ID} <\/code>\u2013 s\u1ebd ch\u1ea1y d\u00f2ng c\u00f4ng vi\u1ec7c cho kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u01b0\u1ee3c k\u1ebft n\u1ed1i.<\/li>\n<li><strong> quy tr\u00ecnh l\u00e0m vi\u1ec7c cho Li\u00ean h\u1ec7 CRM: <\/strong><code>CONTACT _ {= Document: ID}<\/code> \u2013 s\u1ebd ch\u1ea1y quy tr\u00ecnh c\u00f4ng vi\u1ec7c cho li\u00ean h\u1ec7, <code>LEAD _ {= Document : LEAD_ID} <\/code>\u2013 s\u1ebd ch\u1ea1y quy tr\u00ecnh l\u00e0m vi\u1ec7c cho kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u01b0\u1ee3c k\u1ebft n\u1ed1i.<\/li>\n<li><strong> quy tr\u00ecnh l\u00e0m vi\u1ec7c cho Giao d\u1ecbch CRM: <\/strong><code>DEAL _ {= Document: ID} <\/code>\u2013 s\u1ebd ch\u1ea1y d\u00f2ng c\u00f4ng vi\u1ec7c cho li\u00ean h\u1ec7, <code>LEAD _ {= Document: LEAD_ID} <\/code>\u2013 s\u1ebd ch\u1ea1y d\u00f2ng c\u00f4ng vi\u1ec7c cho kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u01b0\u1ee3c k\u1ebft n\u1ed1i, <code>CONTACT _ {= Document: CONTACT_ID} <\/code>\u2013 s\u1ebd ch\u1ea1y quy tr\u00ecnh c\u00f4ng vi\u1ec7c cho li\u00ean h\u1ec7 \u0111\u01b0\u1ee3c k\u1ebft n\u1ed1i, <code>COMPANY _ {= Document: COMPANY_ID} <\/code>\u2013 s\u1ebd ch\u1ea1y quy tr\u00ecnh l\u00e0m vi\u1ec7c cho c\u00f4ng ty \u0111\u01b0\u1ee3c k\u1ebft n\u1ed1i.<\/li>\n<li><strong> quy tr\u00ecnh l\u00e0m vi\u1ec7c cho Kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng CRM: <\/strong><code>LEAD _ {= Document: ID} <\/code>\u2013 s\u1ebd ch\u1ea1y quy tr\u00ecnh l\u00e0m vi\u1ec7c cho kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u01b0\u1ee3c k\u1ebft n\u1ed1i.<\/li>\n<\/ul>\n<p><strong> Th\u1ef1c th\u1ec3 (<b>Entity) <\/b><\/strong>\u2013 ch\u1ecdn th\u1ef1c th\u1ec3 s\u1ebd kh\u1edfi ch\u1ea1y quy tr\u00ecnh l\u00e0m vi\u1ec7c.<\/p>\n<p><strong> Lo\u1ea1i ph\u1ea7n t\u1eed <\/strong><\/p>\n<p><strong> M\u1eabu (<b>Template)<\/b><\/strong>&nbsp;\u2013 m\u1eabu quy tr\u00ecnh l\u00e0m vi\u1ec7c.<\/p>\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>T\u1ea1o m\u1ee5c danh s\u00e1ch H\u00e0nh \u0111\u1ed9ng t\u1ea1o m\u1ed9t m\u1ee5c m\u1edbi c\u1ee7a danh s\u00e1ch \u0111\u01b0\u1ee3c ch\u1ec9 \u0111\u1ecbnh. C\u00e1c th\u00f4ng s\u1ed1 h\u00e0nh \u0111\u1ed9ng Lo\u1ea1i th\u1ef1c th\u1ec3 \u2013 ch\u1ecdn danh s\u00e1ch m\u00e0 m\u1ed9t m\u1ee5c m\u1edbi s\u1ebd \u0111\u01b0\u1ee3c th\u00eam v\u00e0o. Sau khi ch\u1ecdn m\u1ed9t danh s\u00e1ch, b\u1ea1n s\u1ebd c\u1ea7n ho\u00e0n th\u00e0nh c\u00e1c tr\u01b0\u1eddng c\u1ea7n thi\u1ebft. X\u00f3a ph\u1ea7n t\u1eed H\u00e0nh [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":16424,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"tags":[],"ht_kb_category":[5229],"class_list":["post-8935","ht_kb","type-ht_kb","status-publish","format-standard","has-post-thumbnail","hentry","ht_kb_category-workflows"],"_links":{"self":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8935","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/comments?post=8935"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8935\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media\/16424"}],"wp:attachment":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media?parent=8935"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8935"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8935"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}