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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