{"id":52467,"date":"2024-06-21T10:27:00","date_gmt":"2024-06-21T08:27:00","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=52467"},"modified":"2026-01-09T17:18:04","modified_gmt":"2026-01-09T16:18:04","slug":"automatizmus-altal-vezerelt-mezo-modositas","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/automatizmus-altal-vezerelt-mezo-modositas\/","title":{"rendered":"Adatm\u00f3dos\u00edt\u00f3 automatizmusok"},"content":{"rendered":"<div>Automatizmusok seg\u00edts\u00e9g\u00e9vel van lehet\u0151s\u00e9ged arra, hogy az adatlapi mez\u0151ket m\u00f3dos\u00edtsd.<\/div>\n<div><\/div>\n<div class=\"alert-info alert\">A funkci\u00f3 haszn\u00e1lat\u00e1hoz a <strong>Bels\u0151 automatizmus<\/strong> \u00e9s a <strong>Mez\u0151m\u00f3dos\u00edt\u00f3 automatizmusok<\/strong> kieg\u00e9sz\u00edt\u0151kre lesz sz\u00fcks\u00e9ged. \u00a0Ezt adminisztr\u00e1tor felhaszn\u00e1l\u00f3 tudja bekapcsolni a Be\u00e1ll\u00edt\u00e1sok &#8211; <a href=\"https:\/\/www.minicrm.hu\/help\/elofizetes-beallitasai\/\">El\u0151fizet\u00e9s<\/a> oldalon.<\/div>\n<div class=\"alert alert-danger\">Ha t\u00e9teles term\u00e9kben (pl. Aj\u00e1nlatok, Sz\u00e1ml\u00e1z\u00f3, stb.) szeretn\u00e9d haszn\u00e1lni ezt a funkci\u00f3t akkor a <strong>Halad\u00f3 \u0170rlapok<\/strong> kieg\u00e9sz\u00edt\u0151re is sz\u00fcks\u00e9ged lesz.<\/div>\n<h5>Els\u0151 l\u00e9p\u00e9sk\u00e9nt hozz l\u00e9tre egy <a href=\"https:\/\/www.minicrm.hu\/help\/adatmodosito-link\/\">adatm\u00f3dos\u00edt\u00f3 linket<\/a>, amiben meghat\u00e1rozod, hogy milyen m\u00f3dos\u00edt\u00e1st v\u00e9gezzen az automatizmus.<\/h5>\n<ul>\n<li>Kattints az &#8220;\u0170rlapok&#8221; men\u00fcpontra azon a term\u00e9keden bel\u00fcl, amelyikben fel szeretn\u00e9d \u00e9p\u00edteni a folyamatot.<\/li>\n<li>Kattints az &#8220;\u00daj \u0171rlap&#8221; gomb melletti lefel\u00e9 mutat\u00f3 ny\u00edlra, \u00e9s v\u00e1laszd az &#8220;\u00daj adatm\u00f3dos\u00edt\u00f3 link&#8221; lehet\u0151s\u00e9get<\/li>\n<li>Add hozz\u00e1 a m\u00f3dos\u00edtani k\u00edv\u00e1nt mez\u0151ket az adatm\u00f3dos\u00edt\u00f3 linkhez.<\/li>\n<\/ul>\n<div><\/div>\n<div class=\"alert alert-danger\"><strong>Fontos!<\/strong> A felvett mez\u0151ket t\u00f6ltsd ki aszerint, hogy hogyan szeretn\u00e9d, hogy az automatizmus m\u00f3dos\u00edtsa azokat! Ha egy mez\u0151t \u00fcresen hagysz az adatm\u00f3dos\u00edt\u00f3 linken, a mez\u0151 \u00e9rt\u00e9ke az adatlapon t\u00f6rl\u0151dni fog az automatizmus lefut\u00e1sa ut\u00e1n leg\u00f6rd\u00fcl\u0151 lista, r\u00f6vid sz\u00f6veg, hossz\u00fa sz\u00f6veg, d\u00e1tum, sz\u00e1m \u00e9s t\u00f6rt mez\u0151k eset\u00e9n.<\/div>\n<h5>Ezt k\u00f6vet\u0151en k\u00e9sz\u00edtsd el a <a href=\"https:\/\/www.minicrm.hu\/help\/egyedi-szurok-keszitese\/\">sz\u0171r\u0151t<\/a>, ami tartalmazza azokat az adatlapokat, amin az automatizmusnak le kell futnia.<\/h5>\n<ul>\n<li>Kattints arra a term\u00e9kre a rendszeredben amelyikben fel szeretn\u00e9d \u00e9p\u00edteni a folyamatot.<\/li>\n<li>A jobb fels\u0151 sarokban kattints a &#8220;Sz\u0171r\u00e9s&#8221; majd v\u00e1laszd a sz\u0171r\u0151 l\u00e9trehoz\u00e1sa lehet\u0151s\u00e9get.<\/li>\n<li>Az &#8220;\u00daj felt\u00e9tel&#8221; gombra kattintva add meg azokat a felt\u00e9teleket, ami alapj\u00e1n szeretn\u00e9d, hogy az adatlapok a sz\u0171r\u0151be ker\u00fcljenek.<\/li>\n<li>Ments el a sz\u0171r\u0151t.<\/li>\n<li>Kattints az &#8220;Automatizmus&#8221; gombra.<\/li>\n<\/ul>\n<h5>\u00c1ll\u00edtsd be az <a href=\"https:\/\/www.minicrm.hu\/help\/hogyan-tudok-automata-folyamatokat-letrehozni\/\">automatizmust<\/a>.<\/h5>\n<ul>\n<li>H\u00fazd \u00e1t a &#8220;Mez\u0151 m\u00f3dos\u00edt\u00e1sa&#8221; l\u00e9p\u00e9st jobb oldalr\u00f3l bal oldalra.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.09.23.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52473 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.09.23.png\" alt=\"\" width=\"2876\" height=\"1164\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.09.23.png 2876w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.09.23-300x121.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.09.23-1024x414.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.09.23-768x311.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.09.23-1536x622.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.09.23-2048x829.png 2048w\" sizes=\"auto, (max-width: 2876px) 100vw, 2876px\" \/><\/a><\/p>\n<ul>\n<li>\u00c1ll\u00edtsd be a &#8220;K\u00e9sleltet\u00e9s&#8221; \u00e9s az &#8220;Id\u0151z\u00edt\u00e9s&#8221; mez\u0151kben, hogy a sz\u0171r\u0151be ker\u00fcl\u00e9shez k\u00e9pest mikor szeretn\u00e9d, hogy az automatizmus elv\u00e9gezze az adatlapi mez\u0151 m\u00f3dos\u00edt\u00e1s\u00e1t.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.13.12.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52476 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.13.12.png\" alt=\"\" width=\"2856\" height=\"1230\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.13.12.png 2856w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.13.12-300x129.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.13.12-1024x441.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.13.12-768x331.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.13.12-1536x662.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.13.12-2048x882.png 2048w\" sizes=\"auto, (max-width: 2856px) 100vw, 2856px\" \/><\/a><\/p>\n<ul>\n<li>V\u00e1laszd ki az Adatm\u00f3dos\u00edt\u00f3 linket, amit el\u0151z\u0151leg l\u00e9trehozt\u00e1l erre a c\u00e9lra.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.16.52.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-52479 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.16.52.png\" alt=\"\" width=\"2860\" height=\"1242\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.16.52.png 2860w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.16.52-300x130.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.16.52-1024x445.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.16.52-768x334.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.16.52-1536x667.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.16.52-2048x889.png 2048w\" sizes=\"auto, (max-width: 2860px) 100vw, 2860px\" \/><\/a><\/p>\n<ul>\n<li>A &#8220;Ment\u00e9s&#8221; gombra kattintva mentsd el az automatizmus l\u00e9p\u00e9s\u00e9t.<\/li>\n<li>V\u00e9g\u00fcl a jobb fels\u0151 sarokban kattints az &#8220;Aktiv\u00e1l\u00e1s&#8221; gombra.<\/li>\n<\/ul>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/E1bfGt0zPPo?si=9fnmOwS9YtEftY-L\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Automatizmusok seg\u00edts\u00e9g\u00e9vel van lehet\u0151s\u00e9ged arra, hogy az adatlapi mez\u0151ket m\u00f3dos\u00edtsd. A funkci\u00f3 haszn\u00e1lat\u00e1hoz a Bels\u0151 automatizmus \u00e9s a Mez\u0151m\u00f3dos\u00edt\u00f3 automatizmusok kieg\u00e9sz\u00edt\u0151kre lesz sz\u00fcks\u00e9ged. \u00a0Ezt adminisztr\u00e1tor felhaszn\u00e1l\u00f3 tudja bekapcsolni a Be\u00e1ll\u00edt\u00e1sok &#8211; El\u0151fizet\u00e9s oldalon. Ha t\u00e9teles term\u00e9kben (pl. Aj\u00e1nlatok, Sz\u00e1ml\u00e1z\u00f3, stb.) szeretn\u00e9d haszn\u00e1lni ezt a funkci\u00f3t akkor a Halad\u00f3 \u0170rlapok kieg\u00e9sz\u00edt\u0151re is sz\u00fcks\u00e9ged lesz. Els\u0151 l\u00e9p\u00e9sk\u00e9nt [&hellip;]<\/p>\n","protected":false},"author":119,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2459,2081,2461],"tags":[],"class_list":["post-52467","post","type-post","status-publish","format-standard","hentry","category-automatizmus","category-automatizmusok","category-mezomodosito-automatizmusok"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Adatm\u00f3dos\u00edt\u00f3 automatizmusok - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Automatizmusok seg\u00edts\u00e9g\u00e9vel van lehet\u0151s\u00e9ged arra, hogy az adatlapi mez\u0151ket m\u00f3dos\u00edtsd. A funkci\u00f3 haszn\u00e1lat\u00e1hoz a Bels\u0151 automatizmus \u00e9s a Mez\u0151m\u00f3dos\u00edt\u00f3\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.minicrm.hu\/help\/automatizmus-altal-vezerelt-mezo-modositas\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adatm\u00f3dos\u00edt\u00f3 automatizmusok - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"Automatizmusok seg\u00edts\u00e9g\u00e9vel van lehet\u0151s\u00e9ged arra, hogy az adatlapi mez\u0151ket m\u00f3dos\u00edtsd. A funkci\u00f3 haszn\u00e1lat\u00e1hoz a Bels\u0151 automatizmus \u00e9s a Mez\u0151m\u00f3dos\u00edt\u00f3\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.minicrm.hu\/help\/automatizmus-altal-vezerelt-mezo-modositas\/\" \/>\n<meta property=\"og:site_name\" content=\"Documenta\u021bie MiniCRM\" \/>\n<meta property=\"article:published_time\" content=\"2024-06-21T08:27:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-01-09T16:18:04+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.09.23.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2876\" \/>\n\t<meta property=\"og:image:height\" content=\"1164\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"No\u00e9mi Hazafin\u00e9\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"No\u00e9mi Hazafin\u00e9\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.minicrm.hu\/help\/automatizmus-altal-vezerelt-mezo-modositas\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.minicrm.hu\/help\/automatizmus-altal-vezerelt-mezo-modositas\/\"},\"author\":{\"name\":\"No\u00e9mi Hazafin\u00e9\",\"@id\":\"https:\/\/www.minicrm.hu\/help\/#\/schema\/person\/27b1238965822826e8263efa61418eef\"},\"headline\":\"Adatm\u00f3dos\u00edt\u00f3 automatizmusok\",\"datePublished\":\"2024-06-21T08:27:00+00:00\",\"dateModified\":\"2026-01-09T16:18:04+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.minicrm.hu\/help\/automatizmus-altal-vezerelt-mezo-modositas\/\"},\"wordCount\":450,\"image\":{\"@id\":\"https:\/\/www.minicrm.hu\/help\/automatizmus-altal-vezerelt-mezo-modositas\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.09.23.png\",\"articleSection\":[\"Automatizmus\",\"Automatizmusok\",\"Mez\u0151m\u00f3dos\u00edt\u00f3 automatizmusok\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.minicrm.hu\/help\/automatizmus-altal-vezerelt-mezo-modositas\/\",\"url\":\"https:\/\/www.minicrm.hu\/help\/automatizmus-altal-vezerelt-mezo-modositas\/\",\"name\":\"Adatm\u00f3dos\u00edt\u00f3 automatizmusok - Documenta\u021bie MiniCRM\",\"isPartOf\":{\"@id\":\"https:\/\/www.minicrm.hu\/help\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.minicrm.hu\/help\/automatizmus-altal-vezerelt-mezo-modositas\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.minicrm.hu\/help\/automatizmus-altal-vezerelt-mezo-modositas\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/06\/Kepernyofoto-2024-06-21-10.09.23.png\",\"datePublished\":\"2024-06-21T08:27:00+00:00\",\"dateModified\":\"2026-01-09T16:18:04+00:00\",\"author\":{\"@id\":\"https:\/\/www.minicrm.hu\/help\/#\/schema\/person\/27b1238965822826e8263efa61418eef\"},\"description\":\"Automatizmusok seg\u00edts\u00e9g\u00e9vel van lehet\u0151s\u00e9ged arra, hogy az adatlapi mez\u0151ket m\u00f3dos\u00edtsd. 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