Automatically
Rearrange Consultants to Orders
How to rearrange Consultants to Orders with Knack
July 11, 2021
HyperC lets you create optimal arrangement for your Consultants to Orders with your data from Knack — no code required.
You have this ...
A list of Consultants
with their parameters in Knack
A list of Orders
with parameters in Knack
automatically do this!
rearrange to Orders
Automatically optimize arrangement in Knack table
Workflows with Consultants
Orders workflows
Knack workflows
How arranging Consultants to Orders with Knack Works
-
Step 1: Add Knack as database connection.30 seconds
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Step 2: Create a business rule to take Consultants from Knack and put to Orders table in Knack.10 minutes
- Create more rules as needed, like completing an order by an employee.
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Step 3: Create a goal rule with a check that all required actions are completed (like all orders are satisfied).1 minute
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Step 4: Click “Create a new Process” to connect your data from Knack (and/or other sources) with rules you just wrote.15 seconds
-
That’s it! You just saved most of the management work and optimized the process!
