Legacy - Terminal User Processing

This feature is no longer updated. Please use the new Terminal Task Node.

1. Scenario Overview

• The Terminal User Processing feature enables external users (e.g., via WeChat or SMS) to submit or update CRM objects (e.g., Work Orders).
  • Device Repair Scenario: Customers shipping faulty devices to manufacturers complete a logistics form for service teams to track shipments.
  • Replacement Device Scenario: Customers upload photos and proof of delivery after receiving new devices.

Configuration Considerations:
- Terminal User Processing Node setup
- Work Order Business Process node configuration
- Field visibility for terminal users (i.e., Work Order layout for external users)

2. Configuration Steps

2.1 Access the Feature

Navigate to:
Service Connector > System Settings > Application Settings > Terminal User Processing
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2.2 Create a New Node

Click New Submission Node in the top-right corner.

Common Use Cases:
- Terminal users view and confirm Work Orders
- Terminal users update specific Work Order fields

2.2.1 View and Confirm Work Order

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• Node Name: Customize for future Business Process reference.
• Action: View and Confirm Work Order
• Object: Work Order
• Field Selection: Choose fields for confirmation/action.
  Tip: Pre-configure required fields in the CRM Work Order object.
• Delivery Methods: Select channels (e.g., SMS, email) to notify users.
• Guest Access: Enable if unauthenticated submissions are allowed.
  Requires enabling Guest Mode in Interconnection Management > Basic Settings.

2.2.2 Edit Work Order

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• SMS Template:
  • Recipient Phone: Map to CRM Contact’s “Mobile” field.
  • Content: Mix static text and variables (e.g., “Hello, please click #URL# to submit the tracking number.”).
• Email Template:
  • Sender: Configured system email.
  • Recipient: Map to CRM Contact’s “Email” field.
  • Content: Similar to SMS.

2.3 Business Process Configuration

Configure the Work Order Business Process with these specifics:
- Enable Interconnection Process and select Service Connector - Terminal User as the app.
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• In node setup:
  • App: Service Connector - Upstream Vendor
  • Action: Terminal User Processing
  • Type: Select the pre-configured node.
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2.4 Terminal User Actions

2.4.1 Receiving Notifications

Configure external notifications (WeChat, SMS, etc.) in Notification Settings. See Terminal User Notifications.
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SMS/Email Preview: Users click the link to act.
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2.4.2 Optimized Layout for Terminal Users

Create a simplified Work Order layout for better UX.

Work Order Layout Example:
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Assign Layout:
Go to Service Connector Terminal User > Business Objects.
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