Published at: 2025-10-30

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 & Create New: Copy all configurations of this Pipeline and create a new one.
  • Delete: Disabled Pipelines can be deleted. Deleted Pipelines retain their historical records for querying and viewing details.

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2. Advanced Management

2.1 Priority

  • When multiple Pipelines meet trigger conditions, priority determines the matching order.
  • If object priorities are predefined in global settings, the system matches them top-down based on priority.
  • If no priority is specified, the system sorts by last modified time (earliest to latest) and triggers only one Pipeline.

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2.2 Stage View Settings

  • View Scope: Choose between viewing all stage definitions or only those within applicable ranges.
    • Full definitions provide comprehensive information for approvers.
    • Limited definitions improve processing efficiency.

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2.3 Stage Change Approval Settings

  • Stage Change Approval: When enabled, bind an approval workflow to stage changes. Only bound workflows trigger approvals.
  • Edit Approval: When enabled, stage changes automatically trigger edit-type approvals without binding workflows.

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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?”
  • No: Displays the prompt upon task completion.
  • Applies only to regular stages, not final stages.

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2.6 Task Display Order

  • Default Order: Tasks are displayed in backend-defined sequence, regardless of completion status.
  • Prioritize Incomplete Tasks: Uncompleted tasks appear at the top for clarity.

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2.7 Custom Plugin Configuration

  • Customize task action buttons, stage views, and other features for specific business needs.

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