Pipeline Task Management

1. Basic Management

• Edit: Modify the Pipeline configuration.
• Enable: Only enabled Pipelines can initiate new records.
• Disable: Disabled Pipelines cannot be reactivated.
• Duplicate and Create New: Copy all configurations of this Pipeline and create a new one.
• Delete: Disabled Pipelines can be deleted. Deleted Pipelines retain historical records, which remain accessible for queries and details.

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2. Advanced Management

2.1 Priority

• If multiple Pipelines meet trigger conditions, they are matched based on priority.
• When object priority is configured in global settings, matching follows the predefined priority order.
• If no priority is specified, matching occurs based on the earliest last modified time, with only one Pipeline triggered.

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2.2 Stage View Settings

• View Scope in Stage View: Users can view all definitions or only those within applicable ranges.
• Viewing all definitions provides approvers with comprehensive information, while restricting to applicable ranges improves processing efficiency.

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2.3 Stage Change Approval Settings

• Determines whether approvals are triggered by stage changes or edits.
• Stage Change Approval: When enabled, stage definitions display an option to bind approval workflows. Only bound workflows trigger approvals upon stage changes.
• Edit Approval: When enabled, no workflow binding is required—any stage change triggers an edit-type approval.

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2.4 Interconnection Process Settings

• Yes: Downstream processes can only use Pipelines created by the current Interconnection App.
• No: Downstream processes can use all Pipelines related to the object.

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2.5 Stage Transition Prompt Settings

• Yes: Skips the prompt “All current tasks are completed. Proceed to the next stage?” upon task completion.
• No: Displays the prompt in a pop-up.
• Applies only to regular stages, not final stages.

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2.6 Task Display Order

• Default Order: Tasks are displayed in the order defined in the backend, regardless of completion status.
• Prioritize Incomplete Tasks: Uncompleted tasks are surfaced, while completed tasks are pushed down for clarity.

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2.7 Custom Plugin Configuration

• Enables specialized customization for task operation buttons, stage views, and other functionalities.

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