Configuration Phase Tasks

I. Task Details

1.1 Task Name

Customize the task name for easy reference in subsequent operations.

1.2 Task Description

Provide a description of the task to help the assignee understand its purpose.

• Note: Tasks can only be configured in regular stages, not in terminal stages.

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1.3 Task Types

1.3.1 Edit Object

• Target Object: Supports selecting related objects.
• Editable Fields: Configure editable fields by referencing layouts.
• Button Label: Customize the button name.
• Edit Page Button Label: Customize the button name for the edit page.

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1.3.2 Create Related Object

• Target Object: Supports creating or selecting related objects.
• New Entries Only: Restricts association to newly created data.
• Button Label: Customize the button name.
• Data Scope: Limits selectable data to meet specific business needs.

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1.3.3 Batch Edit Sub-object

• Target Object: Supports selecting Sub-objects.
• Button Label: Customize the button name.
• Edit Fields Button Label: Customize the button name for editing fields.

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1.3.4 Operate Object

• Target Object: Supports selecting related objects.

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1.3.5 Empty Task

No online action is required for this task.

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1.4 Assignee

• Assign to individuals, Roles, or variables.
• Use APL code for complex assignment logic.

1.5 Task Duration

Set the task duration (in hours) to improve processing efficiency.
- Note: Duration must be a positive integer.

1.6 Timeout Notification

Configure reminders (CRM alert, SMS, or email) for overdue tasks.

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II. Generation Conditions

Stage tasks are generated only when specified conditions are met.

2.1 Configure Conditions

• Conditions may include fields from the current object, Lookup objects, the assignee’s primary Dept., personnel Attributes, or APL code.

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III. Task Completion Conditions

Stage tasks are completed only when specified conditions are met.

3.1 Configure Completion Conditions

• Conditions may include fields from the current object, Lookup objects, the assignee’s primary Dept., personnel Attributes, or APL code.

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