Configure Business Process

1. Business Process Configuration

1.1 You can draw a Business Process diagram by dragging nodes and polylines

• Polyline: the connecting line segments between nodes; configure them according to node characteristics.
• Node: configure different node types to implement different collaboration behaviors.
• Pipeline: divide the business flow into distinct stages by configuring multiple stages; place nodes within each stage to model more complex processes.

Note:

• Every business process must have a Start node and at least one End node to take effect.
• There can be only one Start node, but multiple End nodes are allowed.

1.2 Other controls

• Pointer: click to drag and reposition a single Pipeline stage.
• Move: click to drag and reposition the entire Pipeline.
• Zoom in/Zoom out/Reset: control the Pipeline zoom level and reset view.
• Delete: remove the selected Pipeline.
• Export: export the selected Pipeline.
• Variable Management: bring dynamic data into the business process (for example, record field values, system date/time, or user input) so the process logic becomes more flexible and intelligent.

2. Business Node Configuration

• Business Node: use when the process reaches a node that requires staff to perform specific actions.
• Approval Node: similar to an approval flow node; the assignee must Agree before the process proceeds to the next stage. If rejected, the process returns to a designated node.
• Countersign Node: similar to countersign in approval flows; all designated approvers must Agree before the process moves to the next node.
• Application Node: triggers actions such as Work Order assignment, service evaluation, Fieldwork scheduling, or external company handling; commonly used for after-sales service.
• Automatic Node: when the process reaches this node, the system automatically performs actions (for example, update a field value or lock data).
• Wait Node: you can set a wait duration; after waiting, the task can automatically pass. Waiting types include condition-based wait and time-delay wait.
• Parallel Tasks: use when multiple tasks must run concurrently within a business process; the process proceeds only after all tasks complete.