Configuration Phase Process

1. Configuration Phase

1.1 Phase Details

• Phase Name: Customize the workflow name based on business needs.
• Phase Description: Describe the purpose or significance of the workflow.
• Phase Duration:
  • No time limit: Timeout reminders cannot be configured.
  • Phase duration: Timeout reminders can be configured.
• Timeout Reminder:
  • Pre-timeout and post-timeout reminders can be added.
  • Reminder recipients can be selected from colleagues, departments, department heads, process-related variables, roles, user groups, data-related variables, or personnel object variables.
  • Reminder content can include data variables.

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1.2 Phase Completion Conditions

• Mandatory Tasks to Proceed: List all tasks under this phase. Selected tasks must be completed to advance to the next phase.

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1.3 Phase Entry Conditions

• Regular Phase: Filter conditions include fields from the current object, Lookup object fields, the owner’s primary department, personnel, and personnel attributes.
• Termination Phase:
  • The following conditions must be met to enter this phase:
    • Field-based:
      • Filter conditions include fields from the current object, Lookup object fields, the owner’s primary department, personnel, and personnel attributes.
      • You can select phases that must be completed before entering this phase.
    • Custom Function-based:
      • Validate rules by setting a custom function. The return type must be ValidateResult.
  • Termination Phase Prompt: Customizable text (up to 100 characters).
  • Mandatory Phases to Complete: Select phases that must be completed before entering this phase.

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