Custom Work Order Process (Business Process)

1. Custom Work Order Process (Business Process) Overview

Service Process refers to configuring workflow rules for enterprise Work Orders. For businesses with different types of Work Orders requiring distinct processing flows, ShareCRM’s after-sales service process enables multi-party collaborative task execution through standardized Business Processes.

• Access Path: Service Connector > System Settings > Full Feature Configuration

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• Work Order Process Assignment:
  • Select existing or create new processes. Each Record Type (Work Order type) corresponds to one service process.
  • This page displays existing Work Order Record Types and Business Processes. An empty list indicates no processes have been created.
• Automated Process Triggering:
  • For assigned Record Types, new Work Orders automatically initiate their corresponding process (no additional workflow triggers required).
• Click Create Work Order Process in the upper right to establish new workflows.

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2. Creating Work Order Processes (Business Processes)

2.1 Work Order Process Creation

• Steps:
  Click Create Work Order Process > Configure basic information > Design process flow.
  Note: The process initiation object must be set to Work Order.

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2.2 Process Node Descriptions

• Business Nodes: Perform object operations (e.g., edit records, create related objects)
• Approval & Countersign: Single/multi-person approvals
• Automated Nodes: Execute automated actions (often with functions)
• Branches: Route data through different flows based on conditions
• Parallel Tasks: Enable concurrent task execution by multiple users

For detailed node operations, see: Business Process Configuration

Extended Service Nodes: - Assign Engineer
- Assign Service Team
- Assign Service Provider
- Intra-team Assignment
- Order Acceptance
- Field Standard Operations
- Inspection Team
- Service Report
- Service Evaluation
- Service Follow-up
- Service Provider Standard Operations
- Terminal Processing

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