Basic Configuration
Event Management
Applies to node entry events and node passage events of process lines or process nodes, as well as approval settings for specific scope personnel within the node.
Locations where event management can be set: In manual control blocks, specify approver codes, execute events, and designate conditional notifications; when using line control blocks and selecting action type [Require Conditional Judgment Before Execution]. As shown in the figure below:
Create Event
The steps are as follows: Click 【Workflow Designer】→【Basic Settings】→【Event Management】→【New】. A new page will pop up, where you can enter the event number, event name, event type, content, and remarks. Click 【Save】, as shown in the figure below:
Event Number：Enter a unique event number, cannot be repeated
Event Name：Enter the name of the event
Event Type：You can choose condition judgment, personnel filtering, or code execution
Content：Enter SQL statement, or click 【Assign Roles】to select role, which can automatically generate SQL statement Assign Roles operation as follows: Click 【Assign Roles】, a pop-up window will appear to select roles, as shown in the figure below
Remarks：You can optionally enter remark content
Modify Event
Operation as follows：On the event management page, click the modification button behind the event to open the modification page. Modify the event number, event name, content, and remark information, then click 【Save】, as shown in the figure below:
Enable/Disable Event
An enabled event can be used in the workflow settings, while a disabled event cannot be used.
To disable: On the event management page, when the event is enabled, click the enable/disable button. A dialog box will appear, click 【OK】, the event is disabled, as shown in the figure below:
The effect is as shown in the figure:
The activation operation is as follows: On the event management page, when an event is in a disabled state, click the Enable/Disable button, a dialog box pops up, click [Confirm], and the event gets enabled, as shown in the figure below.
The effect as shown below:
Event Type
Includes: Condition judgment, personnel filtering, code execution
Condition Judgment
When condition judgment is required to set approvers, it is necessary to select the action type [Require Conditional Judgment] in the line control block actions settings.
Use case example: If the approval form contains an amount field, during the review process, a decision must be made based on the value entered. For instance, if the total exceeds 10,000, then approval by the general manager will be required, while smaller amounts must be reviewed by the vice president. See the flow chart below for the process flow:
Procedure as follows ：
Create an amount judgment action, click 【Event Management】, and in the pop-up page, click 【New】. A new page will open where you enter the event number, event name, and SQL statement, then choose the event type, as shown in the figure below:
Set the General Manager approval condition (amount > 10,000). Click the connection line control in the workflow and configure it as shown in the figure below：
Set the Deputy General Manager approval condition (amount < 10,000). Click the connection line control in the workflow and configure it as shown in the figure below：
The result is as follows: When the amount on the current approval form is less than 10,000, the data passes through the router and, based on the logic defined in the connection line, automatically routes to "Send to Deputy General Manager for Review." Clicking 【View Process】 on the form page displays the result shown in the figure below:
When the amount on the current approval form is greater than 10,000, the data passes through the router and, based on the logic defined in the connection line, automatically routes to "Send to General Manager for Review." Clicking 【View Process】 on the form page displays the result shown in the figure below:
Personnel Filtering
To retrieve the respective department manager by involving the currently assigned personnel, selection can be performed through SQL queries targeting the department roster.
Location where it is set: In manual control blocks, specify approvers.
Sample of application: In order for this specific node to require approvals from department heads across various divisions, it should be configured such that approvers selected during this step are leadership individuals from different departments of the company. The workflow process is as follows:
Steps are as follows ：
Create a new event management with personnel filtering settings, select the conditions for filtering approvers, and set the event type to:"Personnel Filtering ", as shown in the image below:
Set the designated approver code for the "Procurement Department Review" node, as shown in the figure below：
The result is as shown in the figure below (all department leaders in the company will receive the approval task):
Execute Code
Drafting form, after saving and submitting the form, data changes need to be performed according to the form data.
Setting location: Execute event in line control block
Application example: After the "Payment Application Form" is approved by the finance department, the approval opinion from the finance department will be automatically updated to the "Approval Opinion" column. The workflow is as follows:
Operation as follows ：
Create a new execution event, set the event type as "executed code", and according to actual business logic, write the SQL execution statement, as shown in the figure below:
Set the "Execute Event" in the connection line for "Send to General Manager for Review," as shown in the figure below：
The effect is shown in the figure below: After logging into the application platform and drafting a form submission for financial review, enter the processing opinion as "Finance Department Approved!". When submitting for the General Manager's review, click 【Submit】, and the popup page 【Processing Opinion】 automatically displays "Finance Department Approved!" as shown in the figure below：
Dialog Box Management
When making workflows, if you need to choose approvers or departments within a form, you need to configure dialog boxes to achieve this. For example, in a leave application form, since the form requires approval from the department manager, it is essential to identify which department the person is in and who that department's manager is. In this case, dialogue box configuration is needed to filter personnel accordingly. Dialog boxes will use SQL statements to automatically determine the appropriate department head for different individuals.
Creating a New Dialog Box
Operation as follows: Click 【Basic Settings】→【Dialog Box】→【New】to open the creation interface. Enter the code, name, department filter condition, department order condition, user filter condition, user order condition, description, custom script for getting field value, and custom script for callback event. Select dialog box type, selection method, directly choose the value to be selected, and choose whether the department should be read-only, then click 【Save】, as illustrated in the figure below:
New Dialog Box Page Property Introduction：
Code: System-generated number, can be modified, but cannot be repeated with existing codes.
Name: The name of the dialog box
Dialog Box Type: Has Project Personnel, Personnel, Process Role Personnel, Department, and Process Personnel Filtering Types, enabling the dialog box to pop up for single or multi-selection of personnel, departments, or roles within the form during approval processes.
Selection Method: The system provides two options: single selection and multiple selection
Single selection effect is as shown in the figure below:
The checkbox effect is shown in the figure below:
Directly Display the Values to be Selected: You can choose either "Yes" or "No". If you select 【Yes】, the reviewing personnel for the node will be directly displayed and available for selection, as shown in the figure below：
Choose 【No】, then the approvers of the node need to be selected by hand, as the following figure shows：
Department Only Reads: You can choose Yes or No. If you select "Yes," the department will be in read-only mode and won't be selectable; selecting “No” allows you to choose the department
Display Format （Only Available When the Dialog Box Type Selects Department）：Select Tree or Flat, as shown below：
Role Type (only visible when the dialog box type selects Process Personnel Filtering): You can choose among DEPT (by department), ROLE_DEPT (by role department) or ROLE_ROLE (by role)
Disable Designated Personnel (only available if dialog box type is Process Personnel Filtering): Options are Yes or No. Yes disables the next node's set approver while No retains it for use in the subsequent node's set reviewer.
Department Filter Condition：You can directly input an SQL statement or click【Assign Department】to select a department, which then automatically generates the SQL statement to filter personnel within specific departments during approval
Department Order Condition：By editing the ORDER BY statement in the SQL statement, you can sort the data based on certain fields in the department table (if both the department and user have order conditions set, the department is sorted first before sorting the user)
User Filter Condition：You can directly input SQL statement or click【Assign Role】to select the desired role, sending it to a designated system role to generate an SQL statement for filtering the persons involved in the approval process.【Note】Roles are set in【Process Role Management】.
User Order Condition：By editing the ORDER BY statement in the SQL statement, you can arrange the order of users involved in the approval process according to specified fields in the personnel table (resulting in orderly arrangement during the annotation phase)
Role Filter Condition（only shows up when dialog box type selects Process Personnel Filtering）：You can directly enter an SQL statement, or click【Role Filter】to select a role, which then generates the corresponding SQL statement automatically to filter personnel under a certain role when making approvals.【Note】: Role settings must be completed in【Process Role Management】page.
Role Order Condition（only show when dialog box type selects Process Personnel Filtering）：Edit the ORDER BY clause of the SQL statement to arrange in order certain fields from the person role associated with them. For example: first group them by department, then sort by individual name within that group.
Function Description：Describe what the dialogue box does
Custom Get Field Value Script：Custom script to obtain field values
Custom Callback Event Script：Custom script to trigger callback actions, such as performing special effects based on user-specified tree values during role assignment
Dialog Box Modification
Operation as follows：On the dialog box management page, click the modification button to open the modification page. Modify the related properties and click 【Save】, as shown in the figure below：
Dialog Box Type
Includes: Project Personnel, Personnel, Process Role Personnel, Department, and Process Personnel Filtering,
Project Personnel, Personnel
Dialog box type selection of Project Personnel or Personnel allows for pop-up of personnel, and single or multi-selection capability for departments or roles within the form during the approval process.
Project Personnel
Available to filter personnel based on project affiliation
Personnel
Able to be filtered directly by personnel affiliations
Example use case 1:
Choose “Project Personnel” as the dialog box type to select personnel from the system who are affiliated with a particular project,_multiple selections allowed
How to operate：
1）Click “New” in the “Dialog Box Management” page to open a new page, select “Project Personnel” as the dialog box type, set the personnel filter conditions, then click “Save”, illustrated in Figure 1 and Figure 2 :
2）Set the properties of the flow connection control, as shown in the figure below：
The approval effect is shown in the figure below ：
Use Case 2 ：Set up the dialog to filter by personnel in the procurement planning process, as shown in the flow below：
The procedure is as follows ：
1）Create a new dialog management by clicking on 【New】 in the dialog management page. This will bring up the new creation page. Select the dialog type as personnel, set the personnel filtering conditions, and then click 【Save】, as shown in the figures below (Figure 1, Figure 2)：
2）Set the properties of the flow connection control, as shown in the figure below：
The approval effect is shown in the figure below ：
Process role personnel ：
The dialog box type selected is Process Role Personnel, enabling the function to pop up a dialog box to choose personnel for the node during a workflow, filtered by specific roles.
Application example
In the procurement planning process, the dialog box is set up to filter by personnel with specific process roles, as shown in the workflow below：
Operation as follows ：
1）Create a new dialog management by clicking on 【New】 in the dialog management page. This will bring up the new creation page. Select the dialog type as "Process Personnel Filter", set the role filtering conditions, and then click 【Save】, as shown in the figures below (Figure 1, Figure 2)：
2）Set the properties of the flow connection control, as shown in the figure below：
The approval effect is shown in the figure below ：
Process Personnel Filter ：
Implement the form approval so that the selected personnel can be chosen by department, individual, or role
Use case：To fit the approval action at a department node, by adopting proper approvals that follow set department rules, here is an example workflow：
Operation as follows ：
1）Create a new dialog box management. When you click 【New】 on the dialog box management page, a new page pops up. Choose "Process personnel filtering" as the dialog box type, and "Department-based classification" as the role type. Set up the department filtering condition, then click 【Save】, as shown in the figure below：
2）In the connection control configuration of the corresponding form workflow, select 【Review Department】 in the personnel dialog under the action properties, as shown in the figure below：
3）In the department review node, set 【Designated Department】 to "IT Information Department" and "Finance Department," select 【Filter by Department】 as "Optional," then click 【Personnel Settings】 to configure the department review administrators, as shown in the figure below：
The effect is shown in the figure below ：