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MODULE FOR 1C-BITRIX
BestRank
This module extends standard business process execution capabilities. It enables searching for process templates by activity type, parameters, constants, and variables, including global ones. The module also provides tools for building analytics based on process execution history. Key features include: Configuring which business processes appear in CRM cards based on specific field values.
This module extends standard business process execution capabilities. It enables searching for process templates by activity type, parameters, constants, and variables, including global ones. The module also provides tools for building analytics based on process execution history.
Key features include:
Configuring which business processes appear in CRM cards based on specific field values.
Displaying business processes in the group actions menu within CRM lists.
Defining fields that trigger process execution upon modification.
Automatically launching processes when a deal is created or edited, or when a comment is added to a CRM card.
Initiating business processes directly from a deal card.
Searching for process templates by activity, parameters, constants, and variables.
Identifying process templates containing activities with invalid input data.
Generating analytics reports for processes executed within a specified time range.
The module also includes a set of new activities:
Document processing.
Modifying document fields.
Reading a list item (field codes).
Data structures designed to simplify working with multiple variables.
The module extends business process functionality by providing tools for array manipulation: selecting elements by index or value, intersecting arrays, removing elements, and creating associative arrays.
The notifications section enables sending messages in chats from user to user.
For CRM integration, the module supports creating smart process elements and documents with tables, retrieving product position information and lists, adding positions, modifying deal data, and updating CRM cards. It allows searching for and managing CRM multi-field values, including retrieving, modifying, or deleting them by ID.
The HL blocks section enables searching for, adding, and deleting elements, as well as retrieving their IDs.
The CRM object search functionality includes binding contacts and companies to leads, searching for companies and entities by fields, domain, email, phone number, INN, and KPP. It also provides access to a lead's contact list, deal information by ID, and details about entities associated with a specific deal.
The global constants section allows retrieving constant values and replacing existing ones. The module also supports the creation of scheduled tasks.
The Business Processes module extension by BestRank adds tools for workflow automation and data management. Key capabilities include document approval with business process launch, task status control, task delegation, and counting the number of tasks. It supports bulk editing of information block elements and retrieving employee tasks.
The task management section allows creating tasks, searching for them, modifying task fields, working with linked tasks, and adding comments. Available functions include retrieving the task comment list, retrieving a specific comment, and mandatory reporting upon task completion. The system supports waiting for task status, changing status, and changing stages in a group Kanban.
The module provides information block operations: searching for an element, searching for element IDs, reading, creating, and modifying information block sections and elements. It includes converting an information block field from HTML to BBCode. The calendar section supports adding a calendar event and modifying a calendar event.
The requisites block includes searching requisites by ID, adding requisites and bank requisites, modifying requisites, and changing addresses in requisites. It supports retrieving an address from requisites by entity ID and retrieving a list of requisites IDs.
Disk integration provides access to Disk files and folders and attaching a file (disk) to a task. The Employees section includes searching for employee IDs by filter, retrieving user information by ID, and adding a user.
The Business Processes module extension by BestRank provides tools for working with users and data. The functionality includes adding and removing employees from open lines, editing their fields, and changing departments. Operations for searching users by fields and retrieving all employee data by ID are available. The tool allows changing variables and terminating business processes by their ID. Capabilities also include creating barcodes, forming associative arrays, and resizing images. For file handling, the extension supports writing data, creating files in CSV, XLS, and XLSX formats, and converting files to base64 strings.
General iT can install “Business Processes Module Extension”, configure its settings and verify its operation in the existing project.
UPDATE HISTORY
Updated:
- selection of the file source "File" or "File (Disk)" in the activity "[Bestrank] Create KEDO document"
Fixed:
- activity "[Bestrank] Create KEDO document". The signature provider list now displays the name and validity period; expired keys are marked.
Added:
- activity "[Bestrank] Create KEDO document"
Fixed:
- activity "Search tasks", added support for working with smart processes.
- activity "Add comment to task", fixed error when working in an iterator.
Fixed:
- The "[BestRank] Change User" activity does not display the "Groups" field when selecting
Fixed:
- optimized retrieval of activities with incorrect data
Added:
- REST API methods for viewing robots and automation templates at stages
- activity "[BestRank] List of running business processes on an entity"
Fixed:
- compatibility error with PHP 8.2
Fixed:
- REST API: pagination implemented and unnecessary keys removed from responses
Fixed:
- correspondence between the number of items and page size;
- optimized retrieval of activities;
- error adding a comment to the activity "[BestRank] Add comment to task";
- error retrieving a comment in the activity "[BestRank] Get task comment".
Added:
- list of activities with incorrect data. Added error retrieving additional result from another branch
Added:
- REST API for working with business processes
Fixed:
- activity "[BestRank] Link case to entity": incorrect type when passing errors.
- output of the list of active business processes. Call render only after successfully retrieving the Task.
- activity "[BestRank] Search by INN and KPP": eliminated returning all companies when the search result is empty.
- code vulnerabilities.
Fixed:
- activity "[BestRank] Link case to entity": incorrect type when passing errors.
- output of the list of active business processes. Call render only after successfully retrieving the Task.
- activity "[BestRank] Search by INN and KPP": eliminated returning all companies when the search result is empty.
- code vulnerabilities.
Fixed:
- found code vulnerabilities
- activity "[BestRank] Write to file" path validation
Added:
- in the activity "[BestRank] Get task result information by ID", an additional result "Date and time of addition" has been added.
- Security settings
- Search for activities with incorrect data.
Error handling added:
- activities that are not installed
- activities with missing required parameters
Fixed:
- in the activity "[BestRank] Get task result information by ID", the result "Creation date" has been renamed to "Date and time of addition to results".
- batch execution for business process parameters of the type "BestRank. Extended binding to list elements with auto-fill"
- comparison of "Date" and "Date time" fields in single and multiple CRM entities
Fixed:
- menu item in the portal administrative section "Activities with missing fields, variables, and constants"
Added:
- activity "[BestRank] Add task". Added "Execution Errors" to the result
- business process analytics: Activities with missing fields, variables, and constants
Fixed:
- activity "[BestRank] Get user information", operation in iterator
Added:
- activity "[BestRank] Add task". Added additional result "Task chat ID"
- activities "[BestRank] Change attributes" and "[BestRank] Add attributes": address type selection
- activity "[BestRank] Search CRM entity by fields". Added mask for searching string fields
Fixed:
- loading the field with business process tasks when reopening a task from the list;
- loading the field with business process tasks when opening a task from a related task
- activity "[BestRank] Create infoblock element". Fixed output of the "Money" type field.
Fixed:
multiple result errors in activities:
- [BestRank] CRM Deal Search
- [BestRank] Search CRM Entity by Fields
- [BestRank] Search CRM History Objects
- [BestRank] Attach File (Disk) to Task
- [BestRank] Search Tasks
- [BestRank] Search Users by Fields
- [BestRank] Number of Business Process Tasks
- HL: Add Item
- [BestRank] Number of Business Process Tasks (do not use)
- [BestRank] Calendar Event Information by ID
- [BestRank] Search Company by Fields
- [BestRank] Add Attributes
- [BestRank] Search CRM Element Multivalue Fields
- [BestRank] Search Company by Domain
- HL: Update Item
- [BestRank] Update Information Block Section
- [BestRank] Search Company by Email
- [BestRank] Get User Information
- Search IB Element (do not use)
- [BestRank] HL: Search Element
- [BestRank] HL: Search Element IDs
- [BestRank] Search Element
- [BestRank] Search Information Block Section
- [BestRank] Get Employee Tasks
- [BestRank] Get List of Product Position IDs (note: trailing space at end of file)
- [BestRank] Get List of Attribute IDs
- [BestRank] Read Information Block Section
- [BestRank] Read List Element (field codes)
- [BestRank] History Object Information by ID
- [BestRank] Get CRM Entities Linked to Deal
- [BestRank] Get All Data by CRM Deal ID
- [BestRank] Search by INN and KPP
- [BestRank] Search Company by Phone
- [BestRank] Get Task Comments
- [BestRank] Result IDs
- [BestRank] Read Information Block Section (do not use)
- Convert IB Field from HTML to BBCode
- [BestRank] Update Attributes
- [BestRank] Search Contacts by Phone
- [BestRank] Search Contact by Email
- [BestRank] Search Contacts by Domain
- [BestRank] Lead Contacts List
Fixed:
- Activity "Create Information Block Element". The "CRM Element Binding" field type is not rendered.
- activity "[Bestrank] Search for CRM entity" by fields, search by Yes/No type fields
- data transfer to BP parameters in the field change handler fails when the "All fields" option is selected
- activity "Change task fields", permission error
PHP error when passing an array to an activity:
- [Bestrank] Search for contacts by phone
- [Bestrank] Search for company by phone
- [Bestrank] Search for contact by email
- [Bestrank] Search for company by email
- [Bestrank] Search for contacts by domain
- [Bestrank] Search for company by domain
Added:
- activity "[Bestrank] Approval (with additional buttons)"
- activity "[Bestrank] Request additional information (with rejection and additional buttons)"
Fixed:
- display of the "Case" tab when launching business processes for cases
- launching business processes when a case is modified
- errors and vulnerabilities in the code
Added:
- activity [Bestrank] Get task result IDs
- activity [Bestrank] Get task result information by ID
Fixed:
- error working with the "Date" type property in activity [Bestrank] Create information block element
- variable of type "Employee link" was not supported in activity [Bestrank] Get user information
- activity "[Bestrank] Add task" now allows selecting a flow
- activity "Search for element IDs". Incorrect writing to a multi-valued variable
- activity [Bestrank] Get task comment, variable of type "Employee link" was not supported
Added:
- support for new comments in tasks in activities: "Get task comments", "Get comment"
- if tasks support chats, the prefix 'old' is added for old comments
- in the activity "Add comment to task", a comment is added to the task chat (works if tasks support chats)
- in the activity "ID of results", compatibility with new results in task chats
- display of the "Business Process Tasks" field in new tasks
Fixed:
- error when saving the activity "[BestRank] Create information block element" with fields of type "Date"
- minor errors when working with an information block field of type "File (Disk)"
Minor improvements
Fixed:
- display of stages for each entity funnel when configuring the detailed card
- module connection error when displaying business processes in the timeline deals
Fixed:
- process is interrupted during delegation
- activity [BestRank] Create CSV, XLS, XLSX file: button name "Copy" changed to "Paste", confirmation popup added
USER EXPERIENCE
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YOUR PROJECT INFRASTRUCTURE
FROM THE SAME DEVELOPER
BestRank
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