Terminal User Tasks

I. Work Order Process - Terminal Task Node

• Drag and drop the “Terminal Task Processing” node onto the process canvas.
• Configure internal enterprise settings for inviting Terminal users to process tasks:
  • Choose between inviting the Account to handle or acting on their behalf.
  • Assign a processor if needed.
• Configure the content for Terminal users to process:
  1) Edit objects: (Ensure edit permissions for the relevant objects are granted to the Terminal user Role.)
  2) Create associated objects: (If an object is not found, assign relevant permissions to the Terminal user/guest Interconnection Role.)
  3) Custom development: (Submit custom development requests, such as payment fees, to your account manager in advance.)
• Set the invitation method for Terminal users:
  Choose between automatic or manual invitations via:
  1) Link
  2) WeChat Official Account (sent to the Interconnection user bound to the Work Order’s Contact field (API name: contact_id))
  3) SMS (consumes SMS credits)
  4) Email
• Auto-completion: The node automatically completes upon timeout (Note: Only the node status changes; no actual data is submitted).

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• WeChat message push: Automatically sends WeChat or Service Connector notifications to invite Account feedback.
• Note: WeChat message pushes for service evaluations have stringent requirements. They must comply with pre-registration rules and correlate with the Work Order’s external owner field value.
• Note: Ensure preset WeChat template notifications are enabled for service evaluation messages:
  • Preset WeChat Official Account Notifications
  • Preset WeChat Mini Program Notifications
• WeChat message push: Automatically sends WeChat messages to invite Account feedback. The target is the Interconnection user bound to the Work Order’s external owner field (API name: out_owner). This requires the Interconnection user’s third-party account (WeChat Official Account or Mini Program) to be bound. Ensure compliance with Terminal user registration rules:
  • Registration Rule 1
  • Registration Rule 2
  • Registration Rule 3
• Work Order external owner assignment logic:
  1) If a Terminal user (Interconnection user) submits the Work Order directly, the external owner is automatically assigned as the submitting Terminal user.
  2) If an internal employee or other user submits the Work Order via the object list:
  a) If the Contact field is populated and linked to an Interconnection user, the external owner is assigned to that user.
  b) If the Contact field is populated but unlinked, the system searches for Interconnection users with matching phone numbers.
  c) If the Contact field is unlinked and the phone number is empty but the email is not, the system searches for Interconnection users with matching emails.
  d) Data submitted by guests will have an empty external owner field, meaning guests cannot receive WeChat notifications.

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• Ensure all notification settings are properly enabled for successful message delivery:
  Notification Settings

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II. Engineer/Employee Invites External Terminal Users to Process

• When the process reaches the Terminal user processing node, the current processor can “Invite Account” to handle or act on their behalf. If “Auto-invite” is enabled, notifications are automatically triggered.
• Click “Invite Account” to display the configured methods:
  1) Link
  2) WeChat Official Account (sent to the Interconnection user bound to the Work Order’s Contact field (API name: contact_id))
  3) SMS (consumes SMS credits)
  4) Email

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III. Terminal User Processing Example

• Entry points for Terminal users: Scan a QR code, WeChat/SMS/email notification.
• Note: WeChat message pushes for service evaluations require strict adherence to pre-registration rules and correlation with the Work Order’s external owner field value.
• Note: Verify preset WeChat template notifications are enabled:
  • Preset WeChat Official Account Notifications
  • Preset WeChat Mini Program Notifications

• Work Order external owner assignment logic:
  1) Direct submissions by Terminal users auto-assign the external owner.
  2) Submissions by internal users:
  a) Assign based on Contact-linked Interconnection users.
  b) Search by phone number if unlinked.
  c) Search by email if phone is empty.
  d) Guest submissions leave the external owner empty (no WeChat notifications).

• Processing tasks: Configured actions include editing objects, creating objects, or custom development.

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