Published at: 2025-10-31

Terminal User Tasks

1. Work Order Process — Terminal Task Node

On the workflow canvas, drag the “Terminal Task Handling” node into the process.
Configure whether to invite external terminal users to handle the task: Invite Account to handle or Handle on behalf of Account; you can specify the handler.
Define what the terminal user can do: 1) Edit records: (Make sure to grant the Terminal Role edit permissions for the relevant object.) 2) Create related records: (If an object is not available, assign the relevant object permissions to the Terminal/Guest Interconnection Roles.) 3) Custom development: (Submit customization requests to your account manager in advance; fees may apply.)
Choose how to invite the terminal user: automatic or manual invitation: 1) Link 2) WeChat Official Account (sent to the Interconnection user bound to the Contact field on the Work Order object (apiname: contact_id)) 3) SMS (consumes SMS quota) 4) Email
Auto-complete: after timeout, the system automatically completes the current node (note: node status becomes complete even if the data was not actually filled).

picture coming soon:

Send WeChat notifications: automatically push WeChat messages or Service Connector notifications to invite Account to provide feedback.
Note: WeChat push for service evaluations has strict requirements. You must follow pre-registration rules and the push is related to the Work Order’s external owner value.
Note: For service evaluation pushes via WeChat, verify that the preset WeChat template notifications are enabled: https://help.fxiaoke.com/1a54/4107/2f99/368b/8a90#header-3 (preset WeChat Official Account notifications), https://help.fxiaoke.com/1a54/4107/2f99/368b/8a90#header-4 (preset WeChat Mini Program notifications).
Push WeChat messages: automatically invite Account to evaluate. The message target is the Work Order object’s external owner field (apiname: out_owner) -> the bound Interconnection user (the Interconnection user’s third-party account binding data must include the WeChat Official Account or Mini Program). Therefore, follow the terminal user registration rules: https://help.fxiaoke.com/1a54/4107/2f99/368b/6bfb#header-8, https://help.fxiaoke.com/1a54/4107/2f99/368b/6bfb#header-9, https://help.fxiaoke.com/1a54/4107/2f99/368b/6bfb#header-10
Work Order “external owner” assignment logic: (1) If a terminal user (Interconnection user) submits the Work Order directly, the system sets external owner = that submitting Interconnection user. (2) If an internal employee or another person submits the Work Order from a list: a) If the Work Order Contact is filled and linked to an Interconnection user, that linked Interconnection user populates the external owner. b) If the Contact is filled but not linked to an Interconnection user, the system searches Interconnection users by the provided phone number and populates an Interconnection user with the same phone number into external owner. c) If the Contact is filled but not linked to an Interconnection user, or the phone is empty but email is provided, the system searches Interconnection users by email and populates an Interconnection user with the same email into external owner. d) Data submitted as Guest leaves external owner empty, so Guests will not receive WeChat notifications.

picture coming soon:

To ensure notifications deliver successfully, make sure all notification settings are enabled: https://help.fxiaoke.com/1a54/4107/2f99/368b/8a90#header-3

picture coming soon:

2. Engineer / Employee Invites External Terminal User to Handle

When the workflow reaches the Terminal Task node, the current handler can choose “Invite Account” to handle or “Handle on behalf of Account.” If automatic invitation is checked, notifications will be sent automatically.
Click “Invite Account” to display the invitation methods configured on the node: 1) Link 2) WeChat Official Account (sent to the Interconnection user bound to the Contact field on the Work Order object (apiname: contact_id)) 3) SMS (consumes SMS quota) 4) Email

picture coming soon:

3. Terminal User Handling Example

How terminal users access the task: QR code scan, WeChat notification, SMS, or email notification.
Note: WeChat push for service evaluations requires strict pre-registration and depends on the Work Order’s external owner value.
Note: For service evaluation pushes via WeChat, verify that preset WeChat template notifications are enabled: https://help.fxiaoke.com/1a54/4107/2f99/368b/8a90#header-3 (preset WeChat Official Account notifications), https://help.fxiaoke.com/1a54/4107/2f99/368b/8a90#header-4 (preset WeChat Mini Program notifications).
Push WeChat messages: automatically invite Account to evaluate. The message target is the Work Order object’s external owner field (apiname: out_owner) -> bound Interconnection user (ensure the Interconnection user has bound WeChat Official Account or Mini Program in their third-party account binding data). Follow terminal user registration rules: https://help.fxiaoke.com/1a54/4107/2f99/368b/6bfb#header-8, https://help.fxiaoke.com/1a54/4107/2f99/368b/6bfb#header-9, https://help.fxiaoke.com/1a54/4107/2f99/368b/6bfb#header-10
Work Order “external owner” assignment logic: (1) If a terminal user (Interconnection user) submits the Work Order directly, the system sets external owner = that submitting Interconnection user; data submitted as Guest leaves external owner empty, so Guests will not receive WeChat notifications. (2) If an internal employee or another person submits the Work Order from a list: a) If the Work Order Contact is filled and linked to an Interconnection user, that linked Interconnection user populates the external owner. b) If the Contact is filled but not linked to an Interconnection user, the system searches Interconnection users by the provided phone number and populates an Interconnection user with the same phone number into external owner. c) If the Contact is filled but not linked to an Interconnection user, or the phone is empty but email is provided, the system searches Interconnection users by email and populates an Interconnection user with the same email into external owner.
Actions for terminal users: based on the node settings, terminal users can edit records, create new records, or perform other custom actions.

picture coming soon:

Submit Feedback

Unnamed title

Service Evaluation (Terminal User Feedback)