Published at: 2025-10-30

Configure Business Process Nodes

1. Business Activity Node

  • Used when a workflow reaches a specific node requiring employee action.
  • Can be dragged and configured within stage nodes.

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1.1 Node Attributes

  • Activity Name: Customizable name for the activity.
  • Description: Brief description of the activity.
  • Target Object: Select the object associated with this activity.
  • Task Execution Object: Choose the object to perform tasks on.
  • Actions: Edit object / Operate on object / Operate on multiple objects / Select or create related objects / Bulk create related objects / Edit Sub-object.

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  • Custom Button Label: Define the label for the action button on the task processing page.
  • Hide Completion Button: Simplify the interface by hiding the completion status button.
  • Configure Editable Fields: Customize fields related to this activity.
  • Set Button Label for Field Editing: Define the label for the field editing button.
  • Assignee: Select the person or team responsible for this activity.
  • Next Assignee Selection: Allow the current assignee to designate the next node’s assignee upon completion.

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  • Timeout Duration: Set a time limit for task processing, with configurable timeout policies.
  • Timeout Policy: Automatically trigger actions when the task exceeds the expected duration.
  • Additional Reminders: Add extra reminders to ensure timely notifications.

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1.2 Completion Conditions

  • Edit Completion Conditions:
    • Based on fields or APL code.
    • Custom Prompt: Set prompts to guide users during workflow processing.

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1.3 Post-Completion Actions

  • Add Post-Completion Actions:
    • Actions include: Field update, SMS notification, Initiate business process, Send email, External notification v2, Execute APL code, Data lock/unlock, Create task, Create Calendar event, Create sales record, Variable assignment, Execute conversion rules.

2. Approval Node

  • Requires assignee approval to proceed to the next stage. If rejected, the workflow returns to a specified node.
  • Can be dragged and configured within stage nodes.

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2.1 Node Attributes

  • Name: Customizable approval node name.
  • Description: Brief description of the approval.
  • Approval Target: Select the business data to approve.
  • Approver: Designate the person or team responsible for approval.
  • Next Assignee Selection: Allows the current approver to designate the next node’s assignee.
  • Approval Conditions: Set actions for approved/rejected scenarios.
  • Timeout Duration: Define a time limit for approval processing.
  • Timeout Policy: Automatically trigger actions if the approval exceeds the expected duration.
  • Additional Reminders: Add extra reminders for timely notifications.

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2.2 Pre-Conditions

  • Agree Conditions:
    • Based on fields or APL code.
    • Custom Prompt: Set prompts to guide users.
  • Disagree Conditions:
    • Based on fields or APL code.
    • Custom Prompt: Set prompts to guide users.

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2.3 Post-Completion Actions

  • Post-Approval Actions: Refer to 1.3 for action types.
  • Post-Rejection Actions: Refer to 1.3 for action types.

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3. Countersign Node

  • Requires unanimous approval from all assignees to proceed.
  • Can be dragged and configured within stage nodes.

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3.1 Node Attributes

  • Name: Customizable countersign node name.
  • Description: Brief description of the countersign.
  • Approval Target: Select the business data to approve.
  • Approvers: Designate the persons or teams responsible for approval.
  • Custom Button Label: Define the label for the action button.
  • Countersign Conditions: Set actions for approved/rejected scenarios.
  • Timeout Duration: Define a time limit for approval processing.
  • Timeout Policy: Automatically trigger actions if the approval exceeds the expected duration.
  • Additional Reminders: Add extra reminders for timely notifications.

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3.2 Pre-Conditions

  • Agree Conditions: Refer to 1.2 for setup.
  • Disagree Conditions: Refer to 1.2 for setup.

3.3 Post-Completion Actions

  • Post-Approval Actions: Refer to 1.3 for action types.
  • Post-Rejection Actions: Refer to 1.3 for action types.

4. Application Node

  • Triggers Work Order assignment / Service evaluation / Fieldwork plan / External enterprise processing. Typically used for after-sales services.
  • Can be dragged and configured within stage nodes.

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4.1 Node Attributes

  • Name: Customizable application name.
  • Description: Brief description of the application.
  • Target Object: Select the object associated with this application.
  • Target Application: Select the application associated with this activity.
  • Actions: Choose events related to the Account and application.
  • Timeout Duration: Define a time limit for processing.
  • Timeout Policy: Automatically trigger actions if the task exceeds the expected duration.
  • Additional Reminders: Add extra reminders for timely notifications.

4.2 Post-Completion Actions

  • Refer to 1.3 for action types.

5. Automated Node

  • Automatically executes actions when reached (e.g., field updates, data locking).
  • Can be dragged and configured within stage nodes.

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5.1 Automated Task

  • Name: Customizable node name.
  • Description: Brief description of the task.
  • Target Object: Select the object and execution target.
  • Actions: Configure field updates, SMS notifications, initiate business processes, send emails, external notifications v2, execute APL code, CRM alerts, data lock/unlock, create tasks, create Calendar events, create sales records.
  • Other Settings: Refer to 4.1.

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6. Wait Node

  • Pauses the workflow for a specified duration before auto-proceeding. Supports conditional or delayed waiting.
  • Can be dragged and configured within stage nodes.

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6.1 Node Attributes

  • Conditional Wait: Waits for n minutes, checks if conditions are met, and proceeds or continues waiting.
  • Delayed Wait: Waits for n minutes before proceeding.
  • Other Settings: Refer to 5.1.

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  • Set Conditions for Conditional Wait.

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7. Branch Node

  • Evaluates a field to route the workflow to different nodes based on conditions.
  • Can be dragged and configured within stage nodes.

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7.1 Branch Node Attributes

  • Name: Customizable branch node name.
  • Condition Description: Describe the branching logic.

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  • Set Entry Conditions: Define conditions for entering specific business activities.
  • Default Path: Specify the workflow path for unmatched conditions.

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8. Parallel Task Node

  • Executes multiple tasks simultaneously. Proceeds only after all tasks are completed.
  • Can be dragged and configured within stage nodes.
  • Parallel Task Name: Customizable name for parallel tasks.

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Configuring Business Process
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Configuring Post-Business Process Actions